Mascoma Wealth Management LLC Incresed Positions in Q3 2025

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.46K
+ 1.32%
$97.75 - $100.75 $631K - $651K
496K $49.7M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
7.69K
+ 4.68%
$69.02 - $73.57 $531K - $566K
172K $12.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.88K
+ 7.29%
$236.25 - $257.69 $444K - $484K
27.7K $7.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.06K
+ 1.23%
$45.26 - $46.63 $410K - $423K
748K $34.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.23K
+ 4.56%
$42.67 - $46.91 $223K - $245K
120K $5.61M
LLY
Eli Lilly & CO

Healthcare
855
+ 119.75%
$625.65 - $812.69 $535K - $695K
1.57K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
871
+ 191.01%
$617.65 - $666.84 $538K - $581K
1.33K $884K
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 72.71%
$282.78 - $316.06 $424K - $474K
3.56K $1.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
752
+ 32.21%
$459.11 - $506.91 $345K - $381K
3.09K $1.55M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
597
+ 1.91%
$134.94 - $145.86 $80.6K - $87.1K
31.8K $4.63M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.42K
+ 0.74%
$46.37 - $47.77 $158K - $163K
462K $22M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.21K
+ 3.9%
$100.37 - $100.74 $322K - $323K
85.5K $8.61M
GOOGL
Alphabet Inc.

Communication Services
197
+ 4.93%
$174.36 - $254.72 $34.3K - $50.2K
4.2K $1.02M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.04K
+ 22.51%
$39.06 - $43.42 $158K - $175K
22K $953K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.69K
+ 0.89%
$50.47 - $50.74 $186K - $187K
418K $21.2M
SHV
Ishares Tr

ETFs
1.45K
+ 0.78%
$110.06 - $110.49 $160K - $161K
189K $20.8M
MSFT
Microsoft Corp

Technology
12
+ 0.15%
$491.09 - $535.64 $5.89K - $6.43K
8.12K $4.2M
NVDA
Nvidia Corp

Technology
19
+ 0.33%
$153.3 - $186.58 $2.91K - $3.55K
5.78K $1.08M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
276
+ 1.08%
$92.97 - $100.18 $25.7K - $27.6K
25.8K $2.57M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.49K
+ 6.19%
$41.34 - $45.65 $61.8K - $68.2K
25.6K $1.16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.85K
+ 477.39%
$49.43 - $54.52 $141K - $155K
3.45K $186K
VIG
Vanguard Dividend Appreciation

ETFs
609
+ 1.58%
N/A
39.1K $7.13M
GOOG
Alphabet Inc.

Communication Services
180
+ 17.82%
$175.16 - $255.24 $31.5K - $45.9K
1.19K $289K
RTX
Raytheon Technologies Corp

Industrials
101
+ 3.83%
$144.19 - $167.33 $14.6K - $16.9K
2.74K $458K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.36K
+ 68.25%
$41.58 - $44.7 $56.6K - $60.8K
3.36K $147K
BHB
Bar Harbor Bankshares

Financial Services
2.12K
+ 677.88%
$28.64 - $32.84 $60.6K - $69.5K
2.43K $73K
JNJ
Johnson & Johnson

Healthcare
110
+ 9.72%
$155.17 - $185.42 $17.1K - $20.4K
1.24K $230K
VO
Vanguard Mid Cap ETF

ETFs
26
+ 0.79%
$279.83 - $293.74 $7.28K - $7.64K
3.31K $971K
ORCL
Oracle Corp

Technology
4
+ 0.55%
$218.96 - $328.33 $876 - $1.31K
734 $206K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2
+ 0.02%
$52.31 - $56.47 $105 - $113
11.6K $653K
DHI
Horton D R Inc

Consumer Cyclical
244
+ 358.82%
$129.82 - $184.04 $31.7K - $44.9K
312 $52K
DVY
Ishares Tr

ETFs
7
+ 0.15%
$133.88 - $142.57 $937 - $998
4.64K $659K
VZ
Verizon Communications Inc

Communication Services
409
+ 2.86%
$40.84 - $45.06 $16.7K - $18.4K
14.7K $646K
GE
General Electric CO

Industrials
31
+ 7.51%
$244.75 - $305.63 $7.59K - $9.47K
444 $133K
MMM
3 M CO

Industrials
158
+ 46.33%
$144.41 - $160.2 $22.8K - $25.3K
499 $77K
PFE
Pfizer Inc

Healthcare
814
+ 28.77%
$23.29 - $25.88 $19K - $21.1K
3.64K $92K
EEM
Ishares Msci Emerging Markets

ETFs
159
+ 5.11%
$48.07 - $53.4 $7.64K - $8.49K
3.27K $174K
FDRR
Fidelity Covington Tr Divid Et

ETFs
12
+ 0.26%
$54.44 - $58.63 $653 - $704
4.68K $274K
WM
Waste Management Inc

Industrials
104
+ 15.76%
$213.88 - $237.1 $22.2K - $24.7K
764 $168K
KMB
Kimberly Clark Corp

Consumer Defensive
140
+ 28.11%
$121.72 - $136.77 $17K - $19.1K
638 $79K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
162
+ 10.62%
$53.81 - $57.52 $8.72K - $9.32K
1.69K $97K
HOG
Harley Davidson, Inc.

Consumer Cyclical
459
+ 459.0%
$22.95 - $31.03 $10.5K - $14.2K
559 $15K
AZO
Autozone Inc

Consumer Cyclical
1
+ 6.67%
$3649.42 - $4354.54 $3.65K - $4.35K
16 $68K
COP
Conocophillips

Energy
112
+ 50.91%
$91.0 - $98.99 $10.2K - $11.1K
332 $31K
IYH
Ishares Tr

ETFs
160
+ 290.91%
$54.36 - $58.96 $8.7K - $9.43K
215 $12K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
23
+ 0.19%
$21.89 - $23.17 $503 - $533
12.2K $281K
AEP
American Electric Power CO Inc

Utilities
39
+ 6.5%
$103.26 - $115.0 $4.03K - $4.49K
639 $71K
EAOA
Ishares Esg Aware Aggressive A

Technology
129
+ 64.5%
$38.2 - $40.78 $4.93K - $5.26K
329 $13K
PH
Parker Hannifin Corp

Industrials
6
+ 35.29%
$697.13 - $769.67 $4.18K - $4.62K
23 $17K
Activity Summary
Buys All Purchases 93 New Holdings 23 Increased Positions 70 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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