Mascoma Wealth Management LLC Reduced Holdings in Q1 2025

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
-260K
- 83.69%
$48.86 - $52.28 $12.7M - $13.6M
50.7K $2.51M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-25.1K
- 14.29%
$126.86 - $146.45 $3.18M - $3.67M
150K $19.1M
VEA
Vanguard Ftse Developed Market

ETFs
-118K
- 18.37%
$47.4 - $52.99 $5.61M - $6.27M
526K $26.7M
VIG
Vanguard Dividend Appreciation

ETFs
-15.9K
- 29.87%
N/A
37.3K $6.8M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-16.4K
- 16.55%
$101.98 - $115.66 $1.67M - $1.9M
82.7K $8.47M
AAPL
Apple Inc.

Technology
-1.45K
- 6.46%
$209.68 - $247.1 $305K - $359K
21K $4.68M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-19.5K
- 11.99%
$45.92 - $47.58 $895K - $928K
143K $6.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-13.8K
- 18.83%
$75.32 - $84.77 $1.04M - $1.17M
59.7K $4.87M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-6.69K
- 7.3%
$100.34 - $100.68 $671K - $673K
84.9K $8.55M
FIW
First Trust Water ETF

ETFs
-5.54K
- 31.04%
$99.48 - $106.74 $551K - $591K
12.3K $1.24M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-4.24K
- 13.55%
$77.67 - $90.15 $329K - $382K
27K $2.12M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-13.9K
- 19.18%
$38.89 - $41.6 $542K - $579K
58.7K $2.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.45K
- 80.44%
$77.7 - $78.94 $423K - $430K
1.33K $104K
DGRO
Ishares Core Dividend Growth E

ETFs
-5.25K
- 42.32%
$60.46 - $64.42 $318K - $338K
7.16K $442K
GOOGL
Alphabet Inc.

Communication Services
-830
- 16.86%
$154.33 - $206.19 $128K - $171K
4.09K $633K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-695
- 63.53%
$360.07 - $417.26 $250K - $290K
399 $144K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.69K
- 91.81%
$42.5 - $46.71 $284K - $312K
597 $27K
AMZN
Amazon Com Inc

Consumer Cyclical
-344
- 5.08%
$190.26 - $242.06 $65.4K - $83.3K
6.43K $1.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-269
- 9.86%
$468.34 - $539.52 $126K - $145K
2.46K $1.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-261
- 6.16%
$507.05 - $563.67 $132K - $147K
3.98K $2.04M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.24K
- 16.41%
$182.82 - $196.21 $227K - $244K
6.33K $1.19M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.85K
- 24.07%
$90.0 - $96.32 $167K - $178K
5.84K $539K
GOOG
Alphabet Inc.

Communication Services
-500
- 18.73%
$156.06 - $207.71 $78K - $104K
2.17K $339K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.01K
- 3.59%
$37.84 - $44.02 $38.1K - $44.3K
27K $1.04M
AVGO
Broadcom Inc.

Technology
-180
- 11.22%
$167.43 - $244.7 $30.1K - $44K
1.42K $238K
TSLA
Tesla, Inc.

Consumer Cyclical
-50
- 6.64%
$222.15 - $428.22 $11.1K - $21.4K
703 $182K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-324
- 85.26%
$307.43 - $357.48 $99.6K - $116K
56 $17K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.65K
- 90.96%
$22.25 - $23.0 $103K - $107K
462 $10K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.32K
- 32.25%
$23.29 - $23.38 $101K - $101K
9.08K $212K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.19K
- 33.99%
$75.7 - $80.01 $90.1K - $95.2K
2.31K $176K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-3.92K
- 28.18%
$22.77 - $22.94 $89.2K - $89.9K
9.99K $229K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-885
- 58.88%
$100.32 - $100.76 $88.8K - $89.2K
618 $62K
LMT
Lockheed Martin Corp

Industrials
-145
- 39.19%
$423.19 - $506.29 $61.4K - $73.4K
225 $100K
VTI
Vanguard Total Stock Market Et

ETFs
-253
- 56.47%
$271.18 - $303.12 $68.6K - $76.7K
195 $53K
DHR
Danaher Corp

Healthcare
-260
- 51.28%
$201.62 - $250.59 $52.4K - $65.2K
247 $50K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-685
- 16.96%
$98.43 - $98.88 $67.4K - $67.7K
3.36K $331K
SHW
Sherwin Williams CO

Basic Materials
-185
- 77.41%
$330.16 - $365.55 $61.1K - $67.6K
54 $18K
CI
Cigna Corp

Healthcare
-270
- 52.43%
$274.49 - $329.0 $74.1K - $88.8K
245 $80K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.27K
- 7.15%
$87.68 - $94.52 $199K - $214K
29.4K $2.75M
BR
Broadridge Financial Solutions, Inc.

Technology
-255
- 69.67%
$221.46 - $244.83 $56.5K - $62.4K
111 $26K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-545
- 84.63%
$100.59 - $103.47 $54.8K - $56.4K
99 $10K
APH
Amphenol Corp

Technology
-700
- 47.3%
$61.62 - $78.55 $43.1K - $55K
780 $51K
VO
Vanguard Mid Cap ETF

ETFs
-119
- 3.49%
$251.87 - $277.95 $30K - $33.1K
3.29K $851K
PULS
Pgim ETF Tr

ETFs
-985
- 66.2%
$49.56 - $49.78 $48.8K - $49K
503 $25K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-993
- 19.68%
$51.52 - $52.37 $51.2K - $52K
4.05K $212K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.29K
- 9.63%
$32.74 - $36.2 $75K - $83K
21.5K $751K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.8K
- 14.48%
$24.6 - $24.99 $44.4K - $45.1K
10.6K $266K
IEMG
Ishares Inc

ETFs
-718
- 54.07%
N/A
610 $32K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-543
- 7.06%
$49.65 - $53.98 $27K - $29.3K
7.15K $357K
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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