Mascoma Wealth Management LLC Purchases and Sells in Q3 2025

Mascoma Wealth Management LLC

$437 Million
Q3 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	6.46K + 1.32%	$97.75 - $100.75 $631K - $651K	496K $49.7M
JIRE	7.69K + 4.68%	$69.02 - $73.57 $531K - $566K	172K $12.6M
MTUM	1.88K + 7.29%	$236.25 - $257.69 $444K - $484K	27.7K $7.1M
FBND	9.06K + 1.23%	$45.26 - $46.63 $410K - $423K	748K $34.6M
SPEM	5.23K + 4.56%	$42.67 - $46.91 $223K - $245K	120K $5.61M
LLY	855 + 119.75%	$625.65 - $812.69 $535K - $695K	1.57K $1.2M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JUST	6.19K New	$87.95 - $94.49 $544K - $585K	6.19K $580K
RY	1.08K New	$128.46 - $148.6 $139K - $161K	1.08K $159K
VSGX	1.86K New	$64.58 - $69.94 $120K - $130K	1.86K $129K
EFX	266 New	$234.03 - $265.73 $62.3K - $70.7K	266 $68K
GRMN	219 New	$211.13 - $246.22 $46.2K - $53.9K	219 $53K
C	500 New	$85.57 - $103.49 $42.8K - $51.7K	500 $50K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EAGG	-9.99K - 7.09%	$46.86 - $48.27 $468K - $482K	131K $6.28M
USMV	-4.08K - 13.86%	$92.18 - $95.14 $376K - $388K	25.3K $2.41M
FDVV	-6.36K - 15.46%	$52.42 - $55.71 $333K - $354K	34.8K $1.94M
ICSH	-3.18K - 29.03%	$50.52 - $50.75 $161K - $161K	7.77K $394K
IHI	-1.9K - 22.96%	$59.29 - $62.87 $112K - $119K	6.37K $382K
NULV	-4.9K - 10.45%	$41.5 - $43.83 $203K - $215K	42K $1.84M

Activity Summary All Purchases 93 New Holdings 23 Increased Positions 70 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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