Mascoma Wealth Management LLC New Holdings in Q4 2024

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.5K
New
$100.22 - $100.73 $151K - $151K
1.5K $150K
MGK
Vanguard Mega Cap Growth ETF

ETFs
380
New
$316.94 - $357.88 $120K - $136K
380 $130K
PULS
Pgim ETF Tr

ETFs
1.49K
New
$49.51 - $49.79 $73.7K - $74.1K
1.49K $73K
MGV
Vanguard Mega Cap Value

ETFs
592
New
$124.06 - $133.48 $73.4K - $79K
592 $73K
ILCV
Ishares Morningstar Value ETF

ETFs
788
New
$80.23 - $85.43 $63.2K - $67.3K
788 $63K
INDA
Ishares Msci India Index Fund

ETFs
891
New
$52.64 - $58.16 $46.9K - $51.8K
891 $46K
IWS
Ishares Russell Midcap Value E

ETFs
309
New
$128.08 - $140.32 $39.6K - $43.4K
309 $39K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
859
New
$35.45 - $40.33 $30.5K - $34.6K
859 $30K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.68K
New
$16.4 - $17.85 $27.5K - $29.9K
1.68K $29K
CWEN
Clearway Energy, Inc.

Utilities
1.08K
New
$25.71 - $30.74 $27.9K - $33.3K
1.08K $28K
VBK
Vanguard Small Cap Growth ETF

ETFs
82
New
$264.18 - $304.19 $21.7K - $24.9K
82 $22K
SBLK
Star Bulk Carriers Corp.

Industrials
1.31K
New
$14.7 - $23.59 $19.2K - $30.8K
1.31K $19K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
374
New
$43.84 - $48.76 $16.4K - $18.2K
374 $16K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
315
New
$46.48 - $51.32 $14.6K - $16.2K
315 $15K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
79
New
$172.07 - $207.36 $13.6K - $16.4K
79 $15K
MDV
Modiv Inc.

Real Estate
937
New
$14.78 - $17.76 $13.8K - $16.6K
937 $13K
DLR
Digital Realty Trust, Inc.

Real Estate
73
New
$156.46 - $195.69 $11.4K - $14.3K
73 $12K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
302
New
$33.43 - $36.52 $10.1K - $11K
302 $10K
SRE
Sempra Energy

Utilities
114
New
$80.81 - $94.77 $9.21K - $10.8K
114 $10K
ALL
Allstate Corp

Financial Services
52
New
$181.25 - $208.2 $9.43K - $10.8K
52 $10K
MUB
Ishares National Muni Bond ETF

ETFs
91
New
$105.78 - $108.7 $9.63K - $9.89K
91 $9K
VALE
Vale S.A.

Basic Materials
827
New
$8.74 - $11.78 $7.23K - $9.74K
827 $7K
LHX
L3 Harris Technologies, Inc.

Industrials
36
New
$208.94 - $264.22 $7.52K - $9.51K
36 $7K
WMB
Williams Companies, Inc.

Energy
147
New
$46.37 - $59.74 $6.82K - $8.78K
147 $7K
CCI
Crown Castle International Corp

Real Estate
69
New
$89.78 - $119.11 $6.19K - $8.22K
69 $6K
MSI
Motorola Solutions, Inc.

Technology
13
New
$449.08 - $504.6 $5.84K - $6.56K
13 $6K
EIX
Edison International

Utilities
63
New
$77.93 - $88.36 $4.91K - $5.57K
63 $5K
MELI
Mercadolibre Inc

Consumer Cyclical
3
New
$1666.0 - $2117.3 $5K - $6.35K
3 $5K
FAST
Fastenal CO

Industrials
79
New
$69.99 - $84.35 $5.53K - $6.66K
79 $5K
IJK
Ishares S&P Midcap 400 Growth

ETFs
65
New
$90.66 - $99.46 $5.89K - $6.46K
65 $5K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
New
$396.64 - $516.74 $5.55K - $7.23K
14 $5K
MLM
Martin Marietta Materials Inc

Basic Materials
8
New
$516.5 - $619.58 $4.13K - $4.96K
8 $4K
XPO
Xpo Logistics, Inc.

Industrials
35
New
$105.35 - $158.2 $3.69K - $5.54K
35 $4K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
268
New
$17.37 - $20.25 $4.66K - $5.43K
268 $4K
AEE
Ameren Corp

Utilities
54
New
$85.81 - $94.98 $4.63K - $5.13K
54 $4K
COF
Capital One Financial Corp

Financial Services
23
New
$145.19 - $192.01 $3.34K - $4.42K
23 $4K
ADSK
Autodesk, Inc.

Technology
17
New
N/A
17 $4K
HUBS
Hubspot Inc

Technology
6
New
$514.07 - $757.4 $3.08K - $4.54K
6 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
14
New
$275.15 - $388.2 $3.85K - $5.43K
14 $4K
FTGC
First Trust Global Tactical CO

ETFs
140
New
$23.23 - $24.25 $3.25K - $3.4K
140 $3K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
100
New
$39.39 - $43.09 $3.94K - $4.31K
100 $3K
NOC
Northrop Grumman Corp

Industrials
8
New
$466.52 - $543.88 $3.73K - $4.35K
8 $3K
HLN
Haleon PLC

Healthcare
326
New
$9.23 - $10.71 $3.01K - $3.49K
326 $3K
ARCB
Arcbest Corp

Industrials
33
New
$93.08 - $121.9 $3.07K - $4.02K
33 $3K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
110
New
$34.74 - $38.36 $3.82K - $4.22K
110 $3K
NOW
Service Now, Inc.

Technology
2
New
$867.18 - $1148.42 $1.73K - $2.3K
2 $2K
ISRG
Intuitive Surgical Inc

Healthcare
5
New
$471.27 - $550.62 $2.36K - $2.75K
5 $2K
ASML
Asml Holding Nv

Technology
3
New
$658.43 - $872.27 $1.98K - $2.62K
3 $2K
BBD
Bank Bradesco

Financial Services
1.16K
New
$1.87 - $2.77 $2.17K - $3.21K
1.16K $2K
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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