Mascoma Wealth Management LLC Incresed Positions in Q4 2024

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
20
+ 125.0%
$278.19 - $315.36 $5.56K - $6.31K
36 $10K
APD
Air Products & Chemicals, Inc.

Basic Materials
26
+ 16.25%
$285.5 - $335.62 $7.42K - $8.73K
186 $53K
COP
Conocophillips

Energy
70
+ 46.67%
$95.12 - $114.72 $6.66K - $8.03K
220 $21K
PAYX
Paychex Inc

Industrials
2
+ 0.22%
$135.86 - $148.73 $272 - $297
913 $128K
LOW
Lowes Companies Inc

Consumer Cyclical
26
+ 65.0%
$244.52 - $284.07 $6.36K - $7.39K
66 $16K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
28
+ 56.0%
$209.89 - $233.24 $5.88K - $6.53K
78 $16K
DE
Deere & CO

Industrials
8
+ 4.1%
$389.45 - $466.0 $3.12K - $3.73K
203 $86K
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
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.18%
$100.18 - $109.1 $301 - $327
1.64K $171K
USB
Us Bancorp \De\

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

Utilities
121
+ 64.36%
$36.22 - $40.97 $4.38K - $4.96K
309 $11K
EQIX
Equinix Inc

Real Estate
2
+ 20.0%
$865.69 - $985.0 $1.73K - $1.97K
12 $11K
PGR
Progressive Corp

Financial Services
15
+ 31.91%
$239.6 - $268.88 $3.59K - $4.03K
62 $14K
INTU
Intuit Inc

Technology
4
+ 50.0%
$602.01 - $706.25 $2.41K - $2.83K
12 $7K
ACN
Accenture PLC

Technology
11
+ 3.87%
$343.9 - $376.86 $3.78K - $4.15K
295 $103K
SBUX
Starbucks Corp

Consumer Cyclical
60
+ 18.02%
$87.44 - $102.5 $5.25K - $6.15K
393 $35K
ORCL
Oracle Corp

Technology
29
+ 4.14%
$165.41 - $192.43 $4.8K - $5.58K
730 $121K
SHEL
Shell PLC

Energy
30
+ 55.56%
$60.63 - $70.23 $1.82K - $2.11K
84 $5K
MTB
M&T Bank Corp

Financial Services
1
+ 0.41%
$172.48 - $221.95 $172 - $222
243 $45K
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
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
80
+ 45.71%
$33.77 - $44.09 $2.7K - $3.53K
255 $8K
PG
Procter & Gamble CO

Consumer Defensive
69
+ 3.36%
$161.05 - $179.7 $11.1K - $12.4K
2.13K $356K
ABBV
Abb Vie Inc.

Healthcare
87
+ 12.25%
$164.99 - $203.87 $14.4K - $17.7K
797 $141K
CTAS
Cintas Corp

Industrials
6
+ 21.43%
$182.7 - $226.47 $1.1K - $1.36K
34 $6K
Lam Research Corp Com New
3.77K
+ 900.0%
N/A
4.19K $0
Ge Healthcare Technologies Inc Common Stock
34
+ 29.82%
N/A
148 $0
OGN
Organon & Co.

Healthcare
30
+ 3000.0%
$14.44 - $18.83 $433 - $565
31 $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.04%
N/A
2.58K $81K
OTIS
Otis Worldwide Corp

Industrials
29
+ 11.6%
$92.57 - $106.01 $2.68K - $3.07K
279 $25K
Blackrock Inc Com
11
+ 9.48%
N/A
127 $0
HD
Home Depot, Inc.

Consumer Cyclical
38
+ 4.14%
$385.02 - $431.37 $14.6K - $16.4K
956 $371K
Te Connectivity PLC Ord Shs
31
+ 37.35%
N/A
114 $0
F
Ford Motor CO

Consumer Cyclical
92
+ 10.64%
$9.69 - $11.4 $891 - $1.05K
957 $9K
ITW
Illinois Tool Works Inc

Industrials
9
+ 2.77%
$253.56 - $278.5 $2.28K - $2.51K
334 $84K
SPGI
S&P Global Inc.

Financial Services
5
+ 2.7%
$480.36 - $529.17 $2.4K - $2.65K
190 $94K
ICE
Intercontinental Exchange, Inc.

Financial Services
5
+ 2.33%
$148.29 - $166.93 $741 - $835
220 $32K
SHW
Sherwin Williams CO

Basic Materials
19
+ 8.64%
$338.75 - $399.71 $6.44K - $7.59K
239 $81K
TSCO
Tractor Supply CO

Consumer Cyclical
602
+ 398.68%
$52.59 - $303.74 $31.7K - $183K
753 $39K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7
+ 0.1%
$77.86 - $79.27 $545 - $555
6.78K $528K
AMT
American Tower Corp

Real Estate
16
+ 6.99%
$179.4 - $232.01 $2.87K - $3.71K
245 $44K
JNJ
Johnson & Johnson

Healthcare
111
+ 7.25%
$143.34 - $165.86 $15.9K - $18.4K
1.64K $237K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.48%
$442.29 - $483.08 $4.87K - $5.31K
2.29K $1.04M
DHR
Danaher Corp

Healthcare
31
+ 6.51%
$226.16 - $274.52 $7.01K - $8.51K
507 $116K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
103
+ 1.09%
$48.17 - $53.38 $4.96K - $5.5K
9.59K $467K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15
+ 0.21%
$44.04 - $49.49 $661 - $742
7.29K $320K
BIIB
Biogen Inc.

Healthcare
2
+ 0.22%
$146.47 - $191.55 $293 - $383
927 $141K
FIW
First Trust Water ETF

ETFs
543
+ 3.14%
$102.02 - $110.91 $55.4K - $60.2K
17.8K $1.82M
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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