Mascoma Wealth Management LLC Purchases in Q4 2024

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.79K
+ 26.65%
$406.35 - $454.46 $725K - $811K
8.48K $3.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
965
+ 748.06%
$370.24 - $418.94 $357K - $404K
1.09K $439K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.4K
+ 5.32%
$96.64 - $101.23 $2.17M - $2.27M
444K $43M
AMZN
Amazon Com Inc

Consumer Cyclical
364
+ 5.68%
$180.88 - $232.93 $65.8K - $84.8K
6.78K $1.49M
XLE
Energy Sector Spdr

ETFs
2.97K
+ 1697.71%
$83.32 - $97.27 $248K - $289K
3.15K $269K
GOOGL
Alphabet Inc.

Communication Services
801
+ 19.43%
$161.86 - $196.66 $130K - $158K
4.92K $932K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.24K
+ 19.64%
$183.23 - $199.79 $228K - $248K
7.57K $1.4M
FDVV
Fidelity High Dividend ETF

ETFs
8.29K
+ 2.74%
$49.66 - $52.63 $411K - $436K
311K $15.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.5K
New
$100.22 - $100.73 $151K - $151K
1.5K $150K
AVGO
Broadcom Inc.

Technology
244
+ 17.94%
$159.67 - $250.0 $39K - $61K
1.6K $371K
NVDA
Nvidia Corp

Technology
399
+ 7.04%
$117.0 - $148.88 $46.7K - $59.4K
6.07K $815K
TSLA
Tesla, Inc.

Consumer Cyclical
42
+ 5.91%
$213.65 - $479.86 $8.97K - $20.2K
753 $304K
V
Visa Inc.

Financial Services
155
+ 10.05%
$273.87 - $320.91 $42.4K - $49.7K
1.7K $536K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.65K
+ 1006.49%
$22.39 - $23.45 $104K - $109K
5.11K $117K
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 7.4%
$205.18 - $250.29 $32.2K - $39.3K
2.28K $546K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.92K
+ 39.24%
$22.72 - $23.0 $89K - $90.1K
13.9K $317K
MGV
Vanguard Mega Cap Value

ETFs
592
New
$124.06 - $133.48 $73.4K - $79K
592 $73K
PULS
Pgim ETF Tr

ETFs
1.49K
New
$49.51 - $49.79 $73.7K - $74.1K
1.49K $73K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.49K
+ 2.54%
$113.92 - $127.38 $170K - $190K
60.4K $6.96M
ILCV
Ishares Morningstar Value ETF

ETFs
788
New
$80.23 - $85.43 $63.2K - $67.3K
788 $63K
META
Meta Platforms, Inc.

Communication Services
64
+ 7.89%
$554.08 - $632.68 $35.5K - $40.5K
875 $516K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.05%
$521.84 - $558.82 $1.04K - $1.12K
4.24K $2.28M
CRM
Salesforce, Inc.

Technology
51
+ 10.92%
$270.87 - $367.87 $13.8K - $18.8K
518 $173K
INDA
Ishares Msci India Index Fund

ETFs
891
New
$52.64 - $58.16 $46.9K - $51.8K
891 $46K
HON
Honeywell International Inc

Industrials
172
+ 86.0%
$202.84 - $236.0 $34.9K - $40.6K
372 $84K
WMT
Walmart Inc.

Consumer Defensive
433
+ 138.78%
$79.1 - $95.7 $34.3K - $41.4K
745 $67K
IWS
Ishares Russell Midcap Value E

ETFs
309
New
$128.08 - $140.32 $39.6K - $43.4K
309 $39K
ETN
Eaton Corp PLC

Industrials
108
+ 59.67%
$326.96 - $377.52 $35.3K - $40.8K
289 $95K
NFLX
Netflix Inc

Communication Services
21
+ 30.0%
$687.65 - $936.56 $14.4K - $19.7K
91 $81K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
859
New
$35.45 - $40.33 $30.5K - $34.6K
859 $30K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.68K
New
$16.4 - $17.85 $27.5K - $29.9K
1.68K $29K
RTX
Raytheon Technologies Corp

Industrials
378
+ 12.87%
$114.45 - $127.21 $43.3K - $48.1K
3.32K $383K
CWEN
Clearway Energy, Inc.

Utilities
1.08K
New
$25.71 - $30.74 $27.9K - $33.3K
1.08K $28K
FDL
First Tr Morningstar Dividend

ETFs
691
New
$39.59 - $43.95 $27.4K - $30.4K
691 $27K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.5K
+ 0.86%
$50.37 - $50.6 $176K - $177K
410K $20.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
448
+ 114.58%
$57.29 - $63.1 $25.7K - $28.3K
839 $48K
VBK
Vanguard Small Cap Growth ETF

ETFs
82
New
$264.18 - $304.19 $21.7K - $24.9K
82 $22K
GILD
Gilead Sciences, Inc.

Healthcare
139
+ 16.2%
$83.95 - $97.9 $11.7K - $13.6K
997 $92K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
26.6K
+ 4.24%
$44.87 - $46.86 $1.19M - $1.24M
653K $29.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
146
+ 86.9%
$116.4 - $138.52 $17K - $20.2K
314 $39K
IBM
International Business Machines Corp

Technology
96
+ 11.55%
$204.9 - $238.04 $19.7K - $22.9K
927 $203K
BAC
Bank Of America Corp

Financial Services
361
+ 68.24%
$39.22 - $47.77 $14.2K - $17.2K
890 $39K
SBLK
Star Bulk Carriers Corp.

Industrials
1.31K
New
$14.7 - $23.59 $19.2K - $30.8K
1.31K $19K
ADBE
Adobe Inc.

Technology
50
+ 142.86%
$437.39 - $552.96 $21.9K - $27.6K
85 $37K
KMI
Kinder Morgan, Inc.

Energy
35
+ 1.09%
$22.59 - $28.54 $791 - $999
3.26K $89K
QCOM
Qualcomm Inc

Technology
120
+ 480.0%
$150.4 - $178.04 $18K - $21.4K
145 $22K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
374
New
$43.84 - $48.76 $16.4K - $18.2K
374 $16K
MRK
Merck & Co., Inc.

Healthcare
238
+ 43.35%
$96.31 - $114.76 $22.9K - $27.3K
787 $78K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
315
New
$46.48 - $51.32 $14.6K - $16.2K
315 $15K
Activity Summary
Buys All Purchases 189 New Holdings 84 Increased Positions 105 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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