MEANS INVESTMENT CO., INC.
RIA/Wealth
MEANS INVESTMENT CO., INC. is a RIA/Wealth based in Bangor, ME led by Erin Leigh Barry, reporting $1.3B in AUM as of Q3 2025 with 54% ETF concentration, 60% concentrated in top 10 holdings, and 17% allocation to VOO.
CEOErin Leigh Barry
- Portfolio Value
- $1.2B
- Positions
- 188
- Top Holding
- VOO at 16.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MEANS INVESTMENT CO., INC.'s portfolio (59.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $191.8M | 16.60% | +$5.7M Bought | — 313.3K shares | |
ETF ETF | $88.2M | 7.64% | +$5.0M Bought | — 1.2M shares | |
ETF ETF | $80.3M | 6.95% | +$2.0M Bought | — 1.4M shares | |
Consumer Electronics Technology | $77.3M | 6.69% | -$4.3M Sold | 0.00% 303.4K shares | |
Software - Infrastructure Technology | $51.6M | 4.47% | -$539.7K Sold | 0.00% 99.6K shares | |
Semiconductors Technology | $48.4M | 4.19% | -$2.9M Sold | 0.00% 259.3K shares | |
Specialty Retail Consumer Cyclical | $41.8M | 3.62% | -$1.0M Sold | 0.00% 190.5K shares | |
ETF ETF | $39.7M | 3.44% | -$2.9M Sold | — 98.7K shares | |
ETF ETF | $38.7M | 3.35% | +$2.8M Bought | — 388.5K shares | |
ETF ETF | $34.1M | 2.95% | +$7.6M Bought | — 411.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MEANS INVESTMENT CO., INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+74.47% | |
+50.91% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for MEANS INVESTMENT CO., INC.
GthenA