Mascoma Wealth Management LLC Purchases in Q1 2025

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
153K
New
$58.04 - $65.84 $8.88M - $10.1M
153K $9.75M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
23.8K
New
$196.12 - $229.48 $4.66M - $5.46M
23.8K $4.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.3K
+ 7.06%
$95.85 - $99.25 $3M - $3.11M
475K $47M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
26.6K
+ 1287.71%
$120.24 - $134.3 $3.2M - $3.57M
28.7K $3.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
58.7K
+ 8.98%
$44.41 - $45.98 $2.61M - $2.7M
712K $32.5M
IVV
Ishares Core S&P 500 ETF

ETFs
9.72K
+ 9.4%
$554.06 - $615.85 $5.39M - $5.99M
113K $63.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
20.4K
+ 6.22%
$45.56 - $47.23 $930K - $964K
348K $16.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.11K
+ 1.49%
$50.39 - $50.66 $308K - $310K
416K $21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.21K
+ 6.94%
$37.07 - $40.63 $267K - $293K
111K $4.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.4K
+ 11.92%
$57.21 - $65.8 $822K - $945K
135K $7.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.95K
+ 14.81%
$102.49 - $119.96 $917K - $1.07M
69.3K $7.25M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.8K
+ 39.65%
$48.13 - $51.78 $183K - $197K
13.4K $682K
CWST
Casella Waste Systems Inc

Industrials
1.84K
+ 115.0%
$104.2 - $115.86 $192K - $213K
3.44K $383K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.19%
$442.66 - $534.52 $22.1K - $26.7K
2.34K $1.24M
PGR
Progressive Corp

Financial Services
363
+ 585.48%
$235.61 - $291.22 $85.5K - $106K
425 $120K
XYL
Xylem Inc.

Industrials
800
New
$114.02 - $132.04 $91.2K - $106K
800 $95K
TMO
Thermo Fisher Scientific Inc.

Healthcare
200
+ 19.31%
$497.6 - $606.74 $99.5K - $121K
1.24K $615K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.19K
New
$14.21 - $15.67 $45.3K - $50K
3.19K $45K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.99K
New
$21.77 - $22.25 $43.2K - $44.2K
1.99K $44K
JEPI
J P Morgan Exchange Traded Fd

ETFs
696
+ 5.66%
$56.17 - $59.71 $39.1K - $41.6K
13K $741K
IDEV
Ishares Core Msci Intl Develop

ETFs
172
+ 3.53%
$63.77 - $71.36 $11K - $12.3K
5.04K $347K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
650
New
$51.45 - $58.51 $33.4K - $38K
650 $33K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
773
+ 255.96%
$33.63 - $37.64 $26K - $29.1K
1.08K $39K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
3.08K
New
$9.59 - $11.83 $29.5K - $36.4K
3.08K $29K
EEM
Ishares Msci Emerging Markets

ETFs
484
+ 18.45%
$40.81 - $45.34 $19.8K - $21.9K
3.11K $135K
IWY
Ishares Tr Russell 200 Growth

ETFs
100
New
$210.19 - $243.33 $21K - $24.3K
100 $21K
PRF
Invesco Exchange Traded Fd Tr

ETFs
524
New
$39.4 - $42.61 $20.6K - $22.3K
524 $21K
T
At&T Inc.

Communication Services
26
+ 0.72%
$21.56 - $28.28 $561 - $735
3.64K $103K
VTV
Vanguard Value ETF

ETFs
107
New
$167.73 - $179.21 $17.9K - $19.2K
107 $18K
IEFA
Ishares Tr

ETFs
48
+ 1.87%
$69.57 - $78.65 $3.34K - $3.78K
2.62K $197K
ICSH
Blackrock Ultra Short Term Bon

ETFs
235
+ 2.19%
$50.44 - $50.7 $11.9K - $11.9K
10.9K $555K
PAYX
Paychex Inc

Industrials
1
+ 0.11%
$136.06 - $154.52 $136 - $155
914 $141K
GS
Goldman Sachs Group Inc

Financial Services
25
New
$524.81 - $672.19 $13.1K - $16.8K
25 $13K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
475
New
$25.98 - $28.41 $12.3K - $13.5K
475 $13K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
102
New
$114.57 - $118.14 $11.7K - $12.1K
102 $12K
MS
Morgan Stanley

Financial Services
100
New
$111.68 - $141.08 $11.2K - $14.1K
100 $11K
KBE
Spdr S&P Bank ETF

ETFs
200
New
$51.28 - $59.92 $10.3K - $12K
200 $10K
RODM
Hartford Multifactor Developed

ETFs
296
New
$28.07 - $31.56 $8.31K - $9.34K
296 $9K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
97
New
$94.32 - $110.46 $9.15K - $10.7K
97 $9K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
268
New
$29.14 - $32.97 $7.81K - $8.84K
268 $8K
OMFL
Invesco Exchange Traded Self I

ETFs
141
New
$52.19 - $57.45 $7.36K - $8.1K
141 $7K
KMI
Kinder Morgan, Inc.

Energy
35
+ 1.07%
$26.1 - $31.22 $914 - $1.09K
3.29K $93K
MMYT
Make My Trip LTD

Consumer Cyclical
55
New
N/A
55 $4K
EXEL
Exelixis, Inc.

Healthcare
100
New
$32.38 - $39.16 $3.24K - $3.92K
100 $3K
MDB
Mongo Db, Inc.

Technology
15
New
$175.4 - $298.52 $2.63K - $4.48K
15 $2K
CMCSA
Comcast Corp

Communication Services
100
+ 5.57%
$33.19 - $38.23 $3.32K - $3.82K
1.9K $69K
WD
Walker & Dunlop, Inc.

Financial Services
30
New
$82.09 - $96.76 $2.46K - $2.9K
30 $2K
EAOA
Ishares Esg Aware Aggressive A

Technology
69
New
$35.04 - $37.29 $2.42K - $2.57K
69 $2K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
40
New
$35.15 - $41.31 $1.41K - $1.65K
40 $1K
Activity Summary
Buys All Purchases 68 New Holdings 32 Increased Positions 36 Sells All Sells 119 Reductions 118 Sold out 1 Options Calls 0 Puts 0
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