Mascoma Wealth Management LLC Purchases in Q2 2025

Mascoma Wealth Management LLC

  • $416 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.99K
+ 2.64%
$498.8 - $620.9 $1.49M - $1.86M
116K $72.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
111K
+ 31.78%
$45.9 - $47.2 $5.08M - $5.23M
459K $21.6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
11.2K
+ 7.3%
$56.88 - $70.77 $636K - $791K
164K $11.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.3K
+ 3.02%
$96.84 - $99.46 $1.39M - $1.43M
489K $48.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.03K
+ 8.52%
$180.84 - $240.32 $366K - $487K
25.8K $6.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27K
+ 3.79%
$44.68 - $45.96 $1.21M - $1.24M
739K $33.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.39K
+ 9.04%
$73.02 - $90.22 $394K - $487K
65.1K $5.81M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.54K
+ 8.86%
$108.06 - $135.3 $275K - $344K
31.2K $4.22M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.52K
+ 3.17%
$34.72 - $42.74 $122K - $151K
115K $4.9M
SHV
Ishares Tr

ETFs
4.76K
+ 2.61%
$110.06 - $110.46 $524K - $526K
187K $20.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
273
+ 0.39%
$90.56 - $109.49 $24.7K - $29.9K
69.6K $7.61M
VIG
Vanguard Dividend Appreciation

ETFs
1.22K
+ 3.28%
N/A
38.5K $7.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.08%
$416.06 - $551.64 $832 - $1.1K
2.46K $1.36M
AAPL
Apple Inc.

Technology
2.01K
+ 9.53%
$172.42 - $223.89 $346K - $449K
23.1K $4.73M
TSLA
Tesla, Inc.

Consumer Cyclical
37
+ 5.26%
$221.86 - $362.89 $8.21K - $13.4K
740 $235K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
875
+ 134.62%
$45.88 - $54.4 $40.1K - $47.6K
1.53K $82K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
500
+ 2.15%
$82.21 - $83.12 $41.1K - $41.6K
23.8K $1.97M
NKE
Nike, Inc.

Consumer Cyclical
360
New
$53.27 - $72.04 $19.2K - $25.9K
360 $25K
IEFA
Ishares Tr

ETFs
10
+ 0.38%
$67.83 - $84.09 $678 - $841
2.63K $219K
SCHG
Schwab Strategic Tr Us Large C

ETFs
644
New
$22.27 - $29.21 $14.3K - $18.8K
644 $18K
EEM
Ishares Msci Emerging Markets

ETFs
4
+ 0.13%
$38.52 - $48.28 $154 - $193
3.11K $150K
DECK
Deckers Outdoor Corp

Consumer Cyclical
137
New
$100.44 - $129.37 $13.8K - $17.7K
137 $14K
ICF
Ishares Tr

ETFs
200
New
$54.56 - $62.47 $10.9K - $12.5K
200 $12K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
127
New
$63.36 - $80.23 $8.05K - $10.2K
127 $10K
DUK
Duke Energy Corp

Utilities
87
+ 53.7%
$112.46 - $124.05 $9.78K - $10.8K
249 $29K
HSY
Hershey CO

Consumer Defensive
54
New
$151.29 - $173.13 $8.17K - $9.35K
54 $8K
COF
Capital One Financial Corp

Financial Services
32
+ 139.13%
$150.57 - $212.76 $4.82K - $6.81K
55 $11K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.02%
$85.42 - $94.39 $427 - $472
29.4K $2.76M
IYR
Ishares Tr

ETFs
70
New
$84.48 - $96.25 $5.91K - $6.74K
70 $6K
BHB
Bar Harbor Bankshares

Financial Services
175
+ 127.74%
$27.37 - $31.26 $4.79K - $5.47K
312 $9K
AOR
Ishares Tr Core Growth Allocat

ETFs
2
+ 0.16%
$53.36 - $61.57 $107 - $123
1.22K $74K
EAOA
Ishares Esg Aware Aggressive A

Technology
131
+ 189.86%
$32.02 - $38.54 $4.19K - $5.05K
200 $7K
KMI
Kinder Morgan, Inc.

Energy
35
+ 1.06%
$25.21 - $29.4 $882 - $1.03K
3.33K $97K
MTB
M&T Bank Corp

Financial Services
1
+ 0.41%
$156.58 - $193.99 $157 - $194
246 $47K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 1.0%
$187.5 - $246.51 $188 - $247
101 $24K
HOG
Harley Davidson, Inc.

Consumer Cyclical
100
New
$20.82 - $25.94 $2.08K - $2.59K
100 $2K
GM
General Motors CO

Consumer Cyclical
1
+ 0.48%
$42.48 - $50.46 $42.5 - $50.5
211 $10K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
2
+ 0.75%
$28.94 - $35.94 $57.9 - $71.9
270 $9K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.38%
$35.77 - $42.27 $71.5 - $84.5
526 $22K
F
Ford Motor CO

Consumer Cyclical
3
+ 0.34%
$8.69 - $10.85 $26.1 - $32.6
879 $9K
FAST
Fastenal CO

Industrials
79
+ 100.0%
$40.65 - $83.16 $3.21K - $6.57K
158 $6K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3
+ 0.03%
$50.48 - $50.71 $151 - $152
11K $555K
Fidelity Enhanced Large Cap Core ETF
26.2K
+ 7.61%
N/A
371K $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1
+ 0.98%
$116.93 - $119.39 $117 - $119
103 $12K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
168
+ 1400.0%
$87.84 - $1441.89 $14.8K - $242K
180 $16K
PAYX
Paychex Inc

Industrials
2
+ 0.22%
$137.01 - $159.78 $274 - $320
916 $133K
Activity Summary
Buys All Purchases 47 New Holdings 8 Increased Positions 39 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email