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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
79
New
$172.07 - $207.36 $13.6K - $16.4K
79 $15K
MDV
Modiv Inc.

Real Estate
937
New
$14.78 - $17.76 $13.8K - $16.6K
937 $13K
CSCO
Cisco Systems, Inc.

Technology
21
+ 1.15%
$52.45 - $60.02 $1.1K - $1.26K
1.85K $109K
ABT
Abbott Laboratories

Healthcare
109
+ 23.64%
$111.93 - $119.39 $12.2K - $13K
570 $64K
VHT
Vanguard Health Care ETF

ETFs
65
+ 38.46%
$250.81 - $283.3 $16.3K - $18.4K
234 $59K
DLR
Digital Realty Trust, Inc.

Real Estate
73
New
$156.46 - $195.69 $11.4K - $14.3K
73 $12K
GE
General Electric CO

Industrials
116
+ 33.62%
$159.95 - $194.23 $18.6K - $22.5K
461 $76K
PANW
Palo Alto Networks Inc

Technology
74
+ 411.11%
$181.96 - $405.9 $13.5K - $30K
92 $16K
AMAT
Applied Materials Inc

Technology
69
+ 230.0%
$161.44 - $213.89 $11.1K - $14.8K
99 $16K
SYK
Stryker Corp

Healthcare
27
+ 22.69%
$345.14 - $392.15 $9.32K - $10.6K
146 $52K
SRE
Sempra Energy

Utilities
114
New
$80.81 - $94.77 $9.21K - $10.8K
114 $10K
ALL
Allstate Corp

Financial Services
52
New
$181.25 - $208.2 $9.43K - $10.8K
52 $10K
DIS
Walt Disney CO

Communication Services
17
+ 3.83%
$92.39 - $117.6 $1.57K - $2K
461 $51K
MUB
Ishares National Muni Bond ETF

ETFs
91
New
$105.78 - $108.7 $9.63K - $9.89K
91 $9K
MCK
Mckesson Corp

Healthcare
10
+ 24.39%
$482.27 - $628.5 $4.82K - $6.29K
51 $29K
CVX
Chevron Corp

Energy
92
+ 5.21%
$141.15 - $162.53 $13K - $15K
1.86K $269K
GWW
W.W. Grainger, Inc.

Industrials
4
+ 1.67%
$1023.06 - $1220.93 $4.09K - $4.88K
244 $257K
KMB
Kimberly Clark Corp

Consumer Defensive
100
+ 20.08%
$130.37 - $146.09 $13K - $14.6K
598 $78K
IWN
Ishares Russell2000 Val ETF

ETFs
47
+ 167.86%
$162.69 - $181.35 $7.65K - $8.52K
75 $12K
NEE
Nextera Energy Inc

Utilities
188
+ 41.32%
$69.77 - $85.43 $13.1K - $16.1K
643 $46K
WMB
Williams Companies, Inc.

Energy
147
New
$46.37 - $59.74 $6.82K - $8.78K
147 $7K
VALE
Vale S.A.

Basic Materials
827
New
$8.74 - $11.78 $7.23K - $9.74K
827 $7K
CEG
Constellation Energy Corp

Utilities
42
+ 67.74%
$224.28 - $285.52 $9.42K - $12K
104 $23K
LHX
L3 Harris Technologies, Inc.

Industrials
36
New
$208.94 - $264.22 $7.52K - $9.51K
36 $7K
MSI
Motorola Solutions, Inc.

Technology
13
New
$449.08 - $504.6 $5.84K - $6.56K
13 $6K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
20
+ 125.0%
$278.19 - $315.36 $5.56K - $6.31K
36 $10K
PAYX
Paychex Inc

Industrials
2
+ 0.22%
$135.86 - $148.73 $272 - $297
913 $128K
CCI
Crown Castle International Corp

Real Estate
69
New
$89.78 - $119.11 $6.19K - $8.22K
69 $6K
LOW
Lowes Companies Inc

Consumer Cyclical
26
+ 65.0%
$244.52 - $284.07 $6.36K - $7.39K
66 $16K
COP
Conocophillips

Energy
70
+ 46.67%
$95.12 - $114.72 $6.66K - $8.03K
220 $21K
APD
Air Products & Chemicals, Inc.

Basic Materials
26
+ 16.25%
$285.5 - $335.62 $7.42K - $8.73K
186 $53K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.18%
$100.18 - $109.1 $301 - $327
1.64K $171K
MDLZ
Mondelez International, Inc.

Consumer Defensive
90
+ 166.67%
$59.25 - $72.99 $5.33K - $6.57K
144 $8K
DE
Deere & CO

Industrials
8
+ 4.1%
$389.45 - $466.0 $3.12K - $3.73K
203 $86K
MELI
Mercadolibre Inc

Consumer Cyclical
3
New
$1666.0 - $2117.3 $5K - $6.35K
3 $5K
TRV
Travelers Companies, Inc.

Financial Services
19
+ 28.36%
$225.97 - $266.66 $4.29K - $5.07K
86 $20K
PH
Parker Hannifin Corp

Industrials
8
+ 47.06%
$621.74 - $709.46 $4.97K - $5.68K
25 $15K
IJK
Ishares S&P Midcap 400 Growth

ETFs
65
New
$90.66 - $99.46 $5.89K - $6.46K
65 $5K
FAST
Fastenal CO

Industrials
79
New
$69.99 - $84.35 $5.53K - $6.66K
79 $5K
EIX
Edison International

Utilities
63
New
$77.93 - $88.36 $4.91K - $5.57K
63 $5K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
New
$396.64 - $516.74 $5.55K - $7.23K
14 $5K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
28
+ 56.0%
$209.89 - $233.24 $5.88K - $6.53K
78 $16K
COF
Capital One Financial Corp

Financial Services
23
New
$145.19 - $192.01 $3.34K - $4.42K
23 $4K
ADSK
Autodesk, Inc.

Technology
17
New
N/A
17 $4K
AEE
Ameren Corp

Utilities
54
New
$85.81 - $94.98 $4.63K - $5.13K
54 $4K
MLM
Martin Marietta Materials Inc

Basic Materials
8
New
$516.5 - $619.58 $4.13K - $4.96K
8 $4K
EXC
Exelon Corp

Utilities
121
+ 64.36%
$36.22 - $40.97 $4.38K - $4.96K
309 $11K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
268
New
$17.37 - $20.25 $4.66K - $5.43K
268 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
14
New
$275.15 - $388.2 $3.85K - $5.43K
14 $4K
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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