Mascoma Wealth Management LLC New Holdings in Q1 2025

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
153K
New
$58.04 - $65.84 $8.88M - $10.1M
153K $9.75M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
23.8K
New
$196.12 - $229.48 $4.66M - $5.46M
23.8K $4.81M
XYL
Xylem Inc.

Industrials
800
New
$114.02 - $132.04 $91.2K - $106K
800 $95K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.19K
New
$14.21 - $15.67 $45.3K - $50K
3.19K $45K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.99K
New
$21.77 - $22.25 $43.2K - $44.2K
1.99K $44K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
650
New
$51.45 - $58.51 $33.4K - $38K
650 $33K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
3.08K
New
$9.59 - $11.83 $29.5K - $36.4K
3.08K $29K
PRF
Invesco Exchange Traded Fd Tr

ETFs
524
New
$39.4 - $42.61 $20.6K - $22.3K
524 $21K
IWY
Ishares Tr Russell 200 Growth

ETFs
100
New
$210.19 - $243.33 $21K - $24.3K
100 $21K
VTV
Vanguard Value ETF

ETFs
107
New
$167.73 - $179.21 $17.9K - $19.2K
107 $18K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
475
New
$25.98 - $28.41 $12.3K - $13.5K
475 $13K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
102
New
$114.57 - $118.14 $11.7K - $12.1K
102 $12K
MS
Morgan Stanley

Financial Services
100
New
$111.68 - $141.08 $11.2K - $14.1K
100 $11K
KBE
Spdr S&P Bank ETF

ETFs
200
New
$51.28 - $59.92 $10.3K - $12K
200 $10K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
97
New
$94.32 - $110.46 $9.15K - $10.7K
97 $9K
RODM
Hartford Multifactor Developed

ETFs
296
New
$28.07 - $31.56 $8.31K - $9.34K
296 $9K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
268
New
$29.14 - $32.97 $7.81K - $8.84K
268 $8K
OMFL
Invesco Exchange Traded Self I

ETFs
141
New
$52.19 - $57.45 $7.36K - $8.1K
141 $7K
MMYT
Make My Trip LTD

Consumer Cyclical
55
New
N/A
55 $4K
EXEL
Exelixis, Inc.

Healthcare
100
New
$32.38 - $39.16 $3.24K - $3.92K
100 $3K
WD
Walker & Dunlop, Inc.

Financial Services
30
New
$82.09 - $96.76 $2.46K - $2.9K
30 $2K
EAOA
Ishares Esg Aware Aggressive A

Technology
69
New
$35.04 - $37.29 $2.42K - $2.57K
69 $2K
MDB
Mongo Db, Inc.

Technology
15
New
$175.4 - $298.52 $2.63K - $4.48K
15 $2K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
40
New
$35.15 - $41.31 $1.41K - $1.65K
40 $1K
CRSP
Crispr Therapeutics Ag

Healthcare
40
New
$34.03 - $53.02 $1.36K - $2.12K
40 $1K
Sandisk Corp Com
4
New
N/A
4 $0
Fidelity Enhanced Large Cap Core ETF
345K
New
N/A
345K $0
FIVN
Five9, Inc.

Technology
30
New
$27.15 - $42.82 $815 - $1.28K
30 $0
APPN
Appian Corp

Technology
30
New
$28.81 - $37.23 $864 - $1.12K
30 $0
SFIX
Stitch Fix, Inc.

Consumer Cyclical
70
New
$3.25 - $5.47 $228 - $383
70 $0
BZUN
Baozun Inc.

Consumer Cyclical
30
New
$2.71 - $3.81 $81.3 - $114
30 $0
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
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email