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
HUBS
Hubspot Inc

Technology
6
New
$514.07 - $757.4 $3.08K - $4.54K
6 $4K
XPO
Xpo Logistics, Inc.

Industrials
35
New
$105.35 - $158.2 $3.69K - $5.54K
35 $4K
USB
Us Bancorp \De\

Financial Services
58
+ 18.13%
$43.98 - $53.66 $2.55K - $3.11K
378 $18K
ARCB
Arcbest Corp

Industrials
33
New
$93.08 - $121.9 $3.07K - $4.02K
33 $3K
ACN
Accenture PLC

Technology
11
+ 3.87%
$343.9 - $376.86 $3.78K - $4.15K
295 $103K
FTGC
First Trust Global Tactical CO

ETFs
140
New
$23.23 - $24.25 $3.25K - $3.4K
140 $3K
PGR
Progressive Corp

Financial Services
15
+ 31.91%
$239.6 - $268.88 $3.59K - $4.03K
62 $14K
HLN
Haleon PLC

Healthcare
326
New
$9.23 - $10.71 $3.01K - $3.49K
326 $3K
EQIX
Equinix Inc

Real Estate
2
+ 20.0%
$865.69 - $985.0 $1.73K - $1.97K
12 $11K
INTU
Intuit Inc

Technology
4
+ 50.0%
$602.01 - $706.25 $2.41K - $2.83K
12 $7K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
110
New
$34.74 - $38.36 $3.82K - $4.22K
110 $3K
SBUX
Starbucks Corp

Consumer Cyclical
60
+ 18.02%
$87.44 - $102.5 $5.25K - $6.15K
393 $35K
NOC
Northrop Grumman Corp

Industrials
8
New
$466.52 - $543.88 $3.73K - $4.35K
8 $3K
VNQ
Vanguard Specialized Funds Van

ETFs
33
New
$87.85 - $98.6 $2.9K - $3.25K
33 $2K
ORCL
Oracle Corp

Technology
29
+ 4.14%
$165.41 - $192.43 $4.8K - $5.58K
730 $121K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
80
+ 45.71%
$33.77 - $44.09 $2.7K - $3.53K
255 $8K
ISRG
Intuitive Surgical Inc

Healthcare
5
New
$471.27 - $550.62 $2.36K - $2.75K
5 $2K
UBER
Uber Technologies, Inc

Technology
40
New
$59.93 - $86.34 $2.4K - $3.45K
40 $2K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
341
New
$8.43 - $9.68 $2.87K - $3.3K
341 $2K
BBD
Bank Bradesco

Financial Services
1.16K
New
$1.87 - $2.77 $2.17K - $3.21K
1.16K $2K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
20
+ 20.0%
$101.77 - $113.02 $2.04K - $2.26K
120 $12K
DOW
Dow Inc.

Basic Materials
100
+ 86.21%
$39.1 - $55.34 $3.91K - $5.53K
216 $8K
DINO
Hf Sinclair Corp

Energy
61
New
$33.69 - $47.67 $2.06K - $2.91K
61 $2K
NOW
Service Now, Inc.

Technology
2
New
$867.18 - $1148.42 $1.73K - $2.3K
2 $2K
MDT
Medtronic PLC

Healthcare
37
New
$79.61 - $92.24 $2.95K - $3.41K
37 $2K
SMAR
Smartsheet Inc

Technology
40
New
$55.35 - $56.51 $2.21K - $2.26K
40 $2K
ASML
Asml Holding Nv

Technology
3
New
$658.43 - $872.27 $1.98K - $2.62K
3 $2K
MTB
M&T Bank Corp

Financial Services
1
+ 0.41%
$172.48 - $221.95 $172 - $222
243 $45K
SHEL
Shell PLC

Energy
30
+ 55.56%
$60.63 - $70.23 $1.82K - $2.11K
84 $5K
DLB
Dolby Laboratories, Inc.

Industrials
18
New
$70.91 - $81.98 $1.28K - $1.48K
18 $1K
VOE
Vanguard Mid Cap Value Index F

ETFs
11
New
$160.89 - $176.18 $1.77K - $1.94K
11 $1K
PODD
Insulet Corp

Healthcare
5
New
$227.79 - $275.7 $1.14K - $1.38K
5 $1K
ARES
Ares Management Corp

Financial Services
11
New
$153.38 - $183.7 $1.69K - $2.02K
11 $1K
SHOP
Shopify Inc.

Technology
18
New
$78.14 - $119.49 $1.41K - $2.15K
18 $1K
MNST
Monster Beverage Corp

Consumer Defensive
38
New
$49.24 - $56.38 $1.87K - $2.14K
38 $1K
CTAS
Cintas Corp

Industrials
6
+ 21.43%
$182.7 - $226.47 $1.1K - $1.36K
34 $6K
ABBV
Abb Vie Inc.

Healthcare
87
+ 12.25%
$164.99 - $203.87 $14.4K - $17.7K
797 $141K
VBR
Vanguard Small Cap Value ETF

ETFs
6
New
$197.36 - $217.3 $1.18K - $1.3K
6 $1K
SNOW
Snowflake Inc.

Technology
8
New
$109.65 - $186.51 $877 - $1.49K
8 $1K
DOCS
Doximity, Inc.

Healthcare
25
New
$41.25 - $61.25 $1.03K - $1.53K
25 $1K
FCX
Freeport Mcmoran Inc

Basic Materials
42
New
$38.08 - $50.82 $1.6K - $2.13K
42 $1K
PG
Procter & Gamble CO

Consumer Defensive
69
+ 3.36%
$161.05 - $179.7 $11.1K - $12.4K
2.13K $356K
DD
Du Pont De Nemours, Inc.

Basic Materials
14
New
$75.95 - $88.05 $1.06K - $1.23K
14 $1K
VOT
Vanguard Mid Cap Growth Index

ETFs
7
New
$241.48 - $274.89 $1.69K - $1.92K
7 $1K
VRT
Vertiv Holdings CO

Industrials
21
New
N/A
21 $1K
ALC
Alcon Inc

Healthcare
19
New
$83.87 - $99.15 $1.59K - $1.88K
19 $1K
QFIN
360 Digi Tech, Inc.

Financial Services
40
New
$29.37 - $39.79 $1.17K - $1.59K
40 $1K
Tko Group Holdings Inc Cl A
12
New
N/A
12 $0
HD
Home Depot, Inc.

Consumer Cyclical
38
+ 4.14%
$385.02 - $431.37 $14.6K - $16.4K
956 $371K
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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