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Means Investment Co. Inc.
Means Investment Co., Inc., doing business as Means Wealth Management, is a registered investment adviser headquartered in Bangor, Maine. Founded in 1935, the firm is wholly owned by its Chairman, Paul B. Means, and President, Zachary P. Means. The company provides investment advisory services primarily to individuals, high net worth individuals, trusts, estates, nonprofits, corporations, and business entities. As of 2025, the firm employs 22 people and operates additional offices in Presque Isle, ME; Greenville, SC; and Greenwood, SC.
Investment Strategy
Means Investment Co., Inc. constructs customized portfolios for clients based on their investment objectives and risk tolerance, utilizing both active and passive management styles. The investment process incorporates model portfolios that cover strategies ranging from aggressive growth to preservation of capital. Portfolio construction considers asset allocation, position weightings, and diversification. Investments include mutual funds, ETFs, stocks, bonds, options, and other securities, with client customization as needed. The firm advises clients to proactively communicate any financial or objective changes to tailor strategies appropriately. Means operates solely as a fiduciary, focusing on providing conflict-free, client-aligned advice.
Latest 13F Filing Activity
Means Investment Co. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 189 equity positions and 2 options positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Index FDS, Nvidia Corporation, Invesco Exchange Traded FD T among other positions. Means Investment Co. Inc. reduced exposure to Apple Inc., SPDR Series Trust, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.36% | $172.7M | 303,973 | $470.25 | $568.03 | +$21.3M |
V VEU | VANGUARD INTL EQUITY INDEX F | 7.43% | $78.4M | 1,166,389 | $57.25 | $67.22 | +$9.5M |
X XLG | INVESCO EXCHANGE TRADED FD T | 6.72% | $70.9M | 1,360,928 | $46.74 | $52.10 | +$12.6M |
A AAPL | APPLE INC | 6.22% | $65.7M | 320,092 | $44.54 | $205.17 | -$5.7M |
M MSFT | MICROSOFT CORP | 4.74% | $50.1M | 100,649 | $154.11 | $497.41 | +$12.4M |
Options Positions (2)
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Greenville, SC , United States |
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