Mascoma Wealth Management LLC Purchases and Sells in Q2 2025

Mascoma Wealth Management LLC

$416 Million
Q2 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.99K + 2.64%	$498.8 - $620.9 $1.49M - $1.86M	116K $72.1M
JCPB	111K + 31.78%	$45.9 - $47.2 $5.08M - $5.23M	459K $21.6M
JIRE	11.2K + 7.3%	$56.88 - $70.77 $636K - $791K	164K $11.6M
AGG	14.3K + 3.02%	$96.84 - $99.46 $1.39M - $1.43M	489K $48.5M
MTUM	2.03K + 8.52%	$180.84 - $240.32 $366K - $487K	25.8K $6.2M
FBND	27K + 3.79%	$44.68 - $45.96 $1.21M - $1.24M	739K $33.8M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NKE	360 New	$53.27 - $72.04 $19.2K - $25.9K	360 $25K
SCHG	644 New	$22.27 - $29.21 $14.3K - $18.8K	644 $18K
DECK	137 New	$100.44 - $129.37 $13.8K - $17.7K	137 $14K
ICF	200 New	$54.56 - $62.47 $10.9K - $12.5K	200 $12K
IMCG	127 New	$63.36 - $80.23 $8.05K - $10.2K	127 $10K
HSY	54 New	$151.29 - $173.13 $8.17K - $9.35K	54 $8K

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NULV	-11.8K - 20.09%	$36.02 - $41.92 $425K - $494K	46.9K $1.97M
FDVV	-9.53K - 18.81%	$43.6 - $52.02 $415K - $496K	41.1K $2.14M
SGOV	-2.67K - 3.14%	$100.35 - $100.71 $268K - $269K	82.3K $8.28M
IUSG	-24.9K - 16.59%	$113.67 - $150.4 $2.83M - $3.75M	125K $18.9M
DVY	-1.78K - 27.73%	$118.37 - $134.86 $210K - $240K	4.63K $615K
PZA	-8.51K - 41.16%	$22.18 - $23.36 $189K - $199K	12.2K $272K

Activity Summary All Purchases 47 New Holdings 8 Increased Positions 39 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.