Mascoma Wealth Management LLC Reduced Holdings in Q3 2025

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-9.99K
- 7.09%
$46.86 - $48.27 $468K - $482K
131K $6.28M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.08K
- 13.86%
$92.18 - $95.14 $376K - $388K
25.3K $2.41M
FDVV
Fidelity High Dividend ETF

ETFs
-6.36K
- 15.46%
$52.42 - $55.71 $333K - $354K
34.8K $1.94M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.18K
- 29.03%
$50.52 - $50.75 $161K - $161K
7.77K $394K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.9K
- 22.96%
$59.29 - $62.87 $112K - $119K
6.37K $382K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-4.9K
- 10.45%
$41.5 - $43.83 $203K - $215K
42K $1.84M
WRB
Berkley W R Corp

Financial Services
-1.05K
- 93.33%
$67.78 - $76.62 $71.2K - $80.5K
75 $5K
XLE
Energy Sector Spdr

ETFs
-956
- 42.51%
$84.25 - $91.99 $80.5K - $87.9K
1.29K $115K
PG
Procter & Gamble CO

Consumer Defensive
-228
- 11.09%
$150.47 - $161.22 $34.3K - $36.8K
1.83K $280K
ACN
Accenture PLC

Technology
-125
- 44.01%
$232.56 - $304.78 $29.1K - $38.1K
159 $39K
WSO
Watsco Inc

Industrials
-85
- 48.57%
$381.94 - $489.97 $32.5K - $41.6K
90 $36K
DHR
Danaher Corp

Healthcare
-188
- 76.11%
$181.46 - $212.2 $34.1K - $39.9K
59 $11K
V
Visa Inc.

Financial Services
-42
- 2.62%
$332.09 - $358.86 $13.9K - $15.1K
1.56K $532K
MA
Mastercard Inc

Financial Services
-60
- 25.0%
$550.18 - $598.96 $33K - $35.9K
180 $102K
AVGO
Broadcom Inc.

Technology
-315
- 22.12%
$264.74 - $369.57 $83.4K - $116K
1.11K $365K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-189
- 65.63%
$138.08 - $151.2 $26.1K - $28.6K
99 $14K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.07K
- 1.34%
$30.02 - $30.29 $32K - $32.3K
78.6K $2.38M
ITA
Ishares Tr

ETFs
-184
- 24.47%
$184.73 - $209.26 $34K - $38.5K
568 $118K
CRM
Salesforce, Inc.

Technology
-10
- 1.93%
$231.66 - $273.65 $2.32K - $2.74K
508 $120K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-229
- 16.96%
$205.52 - $234.96 $47.1K - $53.8K
1.12K $263K
DGRO
Ishares Core Dividend Growth E

ETFs
-579
- 11.68%
$64.12 - $68.08 $37.1K - $39.4K
4.38K $298K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-529
- 51.16%
N/A
505 $15K
AJG
Arthur J. Gallagher & Co.

Financial Services
-45
- 14.95%
$284.17 - $319.49 $12.8K - $14.4K
256 $79K
BMY
Bristol Myers Squibb CO

Healthcare
-350
- 60.55%
$43.31 - $48.98 $15.2K - $17.1K
228 $10K
IBB
Ishares Biotechnology ETF

ETFs
-134
- 41.74%
$127.63 - $144.37 $17.1K - $19.3K
187 $26K
DE
Deere & CO

Industrials
-8
- 3.94%
$457.26 - $524.37 $3.66K - $4.19K
195 $89K
XT
Ishares Tr Exponential Technol

ETFs
-343
- 20.95%
$65.04 - $71.97 $22.3K - $24.7K
1.29K $93K
T
At&T Inc.

Communication Services
-327
- 9.04%
$26.94 - $29.62 $8.81K - $9.69K
3.29K $92K
AOR
Ishares Tr Core Growth Allocat

ETFs
-228
- 18.77%
$60.99 - $64.39 $13.9K - $14.7K
987 $63K
DUK
Duke Energy Corp

Utilities
-87
- 34.94%
$116.31 - $125.93 $10.1K - $11K
162 $20K
MRK
Merck & Co., Inc.

Healthcare
-148
- 24.96%
$77.6 - $87.37 $11.5K - $12.9K
445 $37K
IAU
Ishares Gold Trust

ETFs
-340
- 21.38%
$61.62 - $72.77 $21K - $24.7K
1.25K $90K
APD
Air Products & Chemicals, Inc.

Basic Materials
-26
- 13.98%
$265.78 - $299.3 $6.91K - $7.78K
160 $43K
EQIX
Equinix Inc

Real Estate
-10
- 83.33%
$756.7 - $811.13 $7.57K - $8.11K
2 $1K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-112
- 13.49%
$49.34 - $53.96 $5.53K - $6.04K
718 $37K
MCK
Mckesson Corp

Healthcare
-10
- 19.61%
$659.01 - $772.54 $6.59K - $7.73K
41 $31K
SYK
Stryker Corp

Healthcare
-6
- 4.11%
$368.57 - $403.53 $2.21K - $2.42K
140 $51K
SHW
Sherwin Williams CO

Basic Materials
-19
- 35.19%
$330.88 - $375.23 $6.29K - $7.13K
35 $12K
AMZN
Amazon Com Inc

Consumer Cyclical
-32
- 0.51%
$211.65 - $238.24 $6.77K - $7.62K
6.21K $1.36M
MCD
Mcdonalds Corp

Consumer Cyclical
-41
- 5.9%
$291.67 - $316.99 $12K - $13K
654 $198K
ICE
Intercontinental Exchange, Inc.

Financial Services
-5
- 2.27%
$167.28 - $188.45 $836 - $942
215 $36K
AOA
Ishares Tr Core Aggressive All

ETFs
-158
- 6.95%
$82.71 - $88.14 $13.1K - $13.9K
2.12K $186K
IYR
Ishares Tr

ETFs
-35
- 50.0%
$94.16 - $98.46 $3.3K - $3.45K
35 $3K
USB
Us Bancorp \De\

Financial Services
-58
- 19.8%
$43.94 - $50.41 $2.55K - $2.92K
235 $11K
CTAS
Cintas Corp

Industrials
-6
- 17.65%
$199.29 - $226.27 $1.2K - $1.36K
28 $5K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-204
- 96.68%
$10.78 - $19.82 $2.2K - $4.04K
7 $0
SKYY
First Trust Cloud Computing Et

ETFs
-40
- 12.46%
$118.24 - $138.53 $4.73K - $5.54K
281 $37K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-25
- 4.39%
$182.33 - $194.5 $4.56K - $4.86K
544 $105K
TJX
Tjx Companies Inc

Consumer Cyclical
-152
- 12.81%
$121.35 - $144.54 $18.4K - $22K
1.04K $149K
Activity Summary
Buys All Purchases 93 New Holdings 23 Increased Positions 70 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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