Mascoma Wealth Management LLC Incresed Positions in Q3 2024

Mascoma Wealth Management LLC

  • $400 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
44.1K
+ 423.92%
$182.15 - $182.15 $8.03M - $8.03M
54.5K $9.92M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24K
+ 6.04%
$96.25 - $101.98 $2.31M - $2.45M
421K $42.7M
VEA
Vanguard Ftse Developed Market

ETFs
17.1K
+ 2.95%
$47.6 - $53.31 $815K - $912K
598K $31.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.6K
+ 4.78%
$44.65 - $47.21 $1.28M - $1.35M
627K $29.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
64.7K
+ 384.02%
$29.58 - $30.31 $1.91M - $1.96M
81.5K $2.47M
JCPB
J P Morgan Exchange Traded Fd

ETFs
22.4K
+ 7.56%
$45.87 - $48.53 $1.03M - $1.09M
319K $15.4M
SHV
Ishares Tr

ETFs
12.5K
+ 7.28%
$110.05 - $110.63 $1.38M - $1.39M
185K $20.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
21.6K
+ 15.09%
$46.18 - $48.92 $995K - $1.05M
164K $7.99M
FDVV
Fidelity High Dividend ETF

ETFs
325
+ 0.11%
$46.26 - $50.65 $15K - $16.5K
302K $15.3M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10.2K
+ 17.16%
$75.63 - $84.89 $768K - $862K
69.3K $5.83M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.36K
+ 10.99%
$37.61 - $41.72 $277K - $307K
74.3K $3.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.94K
+ 1.87%
$36.02 - $41.68 $70K - $80.9K
106K $4.36M
FIW
First Trust Water ETF

ETFs
2.58K
+ 17.53%
$98.0 - $109.33 $253K - $282K
17.3K $1.89M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.56K
+ 28.53%
$32.04 - $37.11 $178K - $206K
25.1K $912K
VO
Vanguard Mid Cap ETF

ETFs
654
+ 23.22%
$237.84 - $263.83 $156K - $173K
3.47K $915K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.04K
+ 11.94%
$38.03 - $42.06 $116K - $128K
28.5K $1.19M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3K
+ 46.29%
$43.67 - $51.82 $131K - $156K
9.49K $491K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.89K
+ 5.83%
$73.86 - $84.2 $139K - $159K
34.2K $2.83M
VTI
Vanguard Total Stock Market Et

ETFs
514
+ 1352.63%
$255.18 - $283.2 $131K - $146K
552 $156K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 0.98%
$405.19 - $478.57 $8.91K - $10.5K
2.27K $1.05M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.32K
+ 47.62%
$23.13 - $23.43 $100K - $101K
13.4K $313K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.03%
$99.55 - $123.34 $99.6 - $123
2.94K $355K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
590
+ 8.83%
$41.9 - $48.26 $24.7K - $28.5K
7.27K $347K
IEFA
Ishares Tr

ETFs
102
+ 4.14%
$70.09 - $78.74 $7.15K - $8.03K
2.57K $200K
T
At&T Inc.

Communication Services
409
+ 11.49%
$18.21 - $22.28 $7.45K - $9.11K
3.97K $87K
AOA
Ishares Tr Core Aggressive All

ETFs
32
+ 0.88%
$72.11 - $79.05 $2.31K - $2.53K
3.65K $288K
AVGO
Broadcom Inc.

Technology
1.22K
+ 900.0%
$136.27 - $1745.86 $167K - $2.14M
1.36K $234K
PAYX
Paychex Inc

Industrials
1
+ 0.11%
$116.17 - $135.19 $116 - $135
911 $122K
MTB
M&T Bank Corp

Financial Services
32
+ 15.24%
$146.49 - $179.85 $4.69K - $5.76K
242 $43K
DUK
Duke Energy Corp

Utilities
87
+ 116.0%
$99.35 - $117.71 $8.64K - $10.2K
162 $18K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
19
+ 0.09%
$23.57 - $24.19 $448 - $460
21.8K $525K
KMI
Kinder Morgan, Inc.

Energy
43
+ 1.35%
$19.72 - $22.22 $848 - $955
3.22K $71K
WRB
Berkley W R Corp

Financial Services
380
+ 48.1%
$51.54 - $79.62 $19.6K - $30.3K
1.17K $66K
EAOR
Ishares Esg Aware Growth Alloc

Technology
80
+ 347.83%
$30.07 - $32.37 $2.41K - $2.59K
103 $3K
FSTA
Fidelity Covington Tr Msci Con

ETFs
24
+ 6.0%
$47.12 - $51.72 $1.13K - $1.24K
424 $21K
CTAS
Cintas Corp

Industrials
21
+ 300.0%
$201.38 - $819.83 $4.23K - $17.2K
28 $5K
GM
General Motors CO

Consumer Cyclical
1
+ 0.48%
$39.95 - $49.9 $40 - $49.9
209 $9K
F
Ford Motor CO

Consumer Cyclical
3
+ 0.35%
$9.71 - $14.55 $29.1 - $43.7
865 $9K
DIS
Walt Disney CO

Communication Services
1
+ 0.23%
$85.6 - $98.61 $85.6 - $98.6
444 $42K
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 2.4%
$161.02 - $200.0 $24.2K - $30K
6.41K $1.19M
Activity Summary
Buys All Purchases 60 New Holdings 19 Increased Positions 41 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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