Mascoma Wealth Management LLC Incresed Positions in Q1 2025

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.3K
+ 7.06%
$95.85 - $99.25 $3M - $3.11M
475K $47M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
26.6K
+ 1287.71%
$120.24 - $134.3 $3.2M - $3.57M
28.7K $3.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
58.7K
+ 8.98%
$44.41 - $45.98 $2.61M - $2.7M
712K $32.5M
IVV
Ishares Core S&P 500 ETF

ETFs
9.72K
+ 9.4%
$554.06 - $615.85 $5.39M - $5.99M
113K $63.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
20.4K
+ 6.22%
$45.56 - $47.23 $930K - $964K
348K $16.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.11K
+ 1.49%
$50.39 - $50.66 $308K - $310K
416K $21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.21K
+ 6.94%
$37.07 - $40.63 $267K - $293K
111K $4.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.4K
+ 11.92%
$57.21 - $65.8 $822K - $945K
135K $7.87M
SHV
Ishares Tr

ETFs
2.13K
+ 1.18%
$110.11 - $110.51 $234K - $235K
182K $20.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.95K
+ 14.81%
$102.49 - $119.96 $917K - $1.07M
69.3K $7.25M
CWST
Casella Waste Systems Inc

Industrials
1.84K
+ 115.0%
$104.2 - $115.86 $192K - $213K
3.44K $383K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.19%
$442.66 - $534.52 $22.1K - $26.7K
2.34K $1.24M
PGR
Progressive Corp

Financial Services
363
+ 585.48%
$235.61 - $291.22 $85.5K - $106K
425 $120K
TMO
Thermo Fisher Scientific Inc.

Healthcare
200
+ 19.31%
$497.6 - $606.74 $99.5K - $121K
1.24K $615K
JEPI
J P Morgan Exchange Traded Fd

ETFs
696
+ 5.66%
$56.17 - $59.71 $39.1K - $41.6K
13K $741K
IDEV
Ishares Core Msci Intl Develop

ETFs
172
+ 3.53%
$63.77 - $71.36 $11K - $12.3K
5.04K $347K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
773
+ 255.96%
$33.63 - $37.64 $26K - $29.1K
1.08K $39K
EEM
Ishares Msci Emerging Markets

ETFs
484
+ 18.45%
$40.81 - $45.34 $19.8K - $21.9K
3.11K $135K
T
At&T Inc.

Communication Services
26
+ 0.72%
$21.56 - $28.28 $561 - $735
3.64K $103K
IEFA
Ishares Tr

ETFs
48
+ 1.87%
$69.57 - $78.65 $3.34K - $3.78K
2.62K $197K
ICSH
Blackrock Ultra Short Term Bon

ETFs
235
+ 2.19%
$50.44 - $50.7 $11.9K - $11.9K
10.9K $555K
PAYX
Paychex Inc

Industrials
1
+ 0.11%
$136.06 - $154.52 $136 - $155
914 $141K
KMI
Kinder Morgan, Inc.

Energy
35
+ 1.07%
$26.1 - $31.22 $914 - $1.09K
3.29K $93K
CMCSA
Comcast Corp

Communication Services
100
+ 5.57%
$33.19 - $38.23 $3.32K - $3.82K
1.9K $69K
EAOR
Ishares Esg Aware Growth Alloc

Technology
43
+ 41.75%
$31.02 - $32.41 $1.33K - $1.39K
146 $4K
IWR
Ishares Russell Mid Cap ETF

ETFs
23
+ 5.67%
$82.81 - $92.93 $1.9K - $2.14K
429 $36K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.08%
$112.81 - $126.16 $113 - $126
1.19K $144K
Ge Vernova Inc Com
3
+ 3.61%
N/A
86 $0
MTB
M&T Bank Corp

Financial Services
2
+ 0.82%
$170.47 - $201.98 $341 - $404
245 $43K
GM
General Motors CO

Consumer Cyclical
1
+ 0.48%
$45.22 - $54.92 $45.2 - $54.9
210 $9K
PFE
Pfizer Inc

Healthcare
8
+ 0.18%
$25.01 - $27.13 $200 - $217
4.51K $114K
VB
Vanguard Small Cap ETF

ETFs
127
+ 6.94%
$217.89 - $252.64 $27.7K - $32.1K
1.96K $433K
DIS
Walt Disney CO

Communication Services
1
+ 0.22%
$96.87 - $114.0 $96.9 - $114
462 $45K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
20
+ 0.1%
$22.83 - $23.75 $457 - $475
20.7K $476K
MSFT
Microsoft Corp

Technology
470
+ 5.54%
$375.39 - $447.2 $176K - $210K
8.95K $3.36M
Activity Summary
Buys All Purchases 68 New Holdings 32 Increased Positions 36 Sells All Sells 119 Reductions 118 Sold out 1 Options Calls 0 Puts 0
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