Mascoma Wealth Management LLC Reduced Holdings in Q4 2024

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NXST
Nexstar Media Group, Inc.

Communication Services
-75
- 31.25%
$157.01 - $188.5 $11.8K - $14.1K
165 $26K
STE
Steris PLC

Healthcare
-15
- 5.45%
$204.34 - $235.7 $3.07K - $3.54K
260 $53K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-240
- 1.89%
$24.61 - $25.12 $5.91K - $6.03K
12.4K $307K
BC
Brunswick Corp

Consumer Cyclical
-67
- 25.09%
$64.5 - $85.95 $4.32K - $5.76K
200 $12K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-180
- 35.79%
$43.44 - $45.05 $7.82K - $8.11K
323 $14K
CMCSA
Comcast Corp

Communication Services
-7
- 0.39%
$37.39 - $45.14 $262 - $316
1.8K $67K
AOR
Ishares Tr Core Growth Allocat

ETFs
-96
- 7.33%
$57.32 - $59.66 $5.5K - $5.73K
1.21K $69K
ADI
Analog Devices Inc

Technology
-33
- 53.23%
$206.35 - $236.48 $6.81K - $7.8K
29 $6K
TIP
Ishares Tr Tips Bd ETF

ETFs
-50
- 15.11%
$106.33 - $110.69 $5.32K - $5.53K
281 $29K
ZTS
Zoetis Inc.

Healthcare
-20
- 27.03%
$162.24 - $194.42 $3.24K - $3.89K
54 $8K
FDX
Fedex Corp

Industrials
-20
- 22.22%
$260.5 - $305.15 $5.21K - $6.1K
70 $19K
T
At&T Inc.

Communication Services
-351
- 8.85%
$21.22 - $23.88 $7.45K - $8.38K
3.62K $82K
JCI
Johnson Controls International PLC

Industrials
-54
- 62.07%
$74.23 - $86.6 $4.01K - $4.68K
33 $2K
IFRA
Ishares Tr

ETFs
-27
- 0.78%
$45.94 - $51.71 $1.24K - $1.4K
3.43K $158K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-16
- 69.57%
$260.53 - $404.79 $4.17K - $6.48K
7 $2K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-10
- 0.25%
$98.41 - $98.98 $984 - $990
4.04K $397K
SCHW
Schwab Charles Corp

Financial Services
-66
- 23.32%
$63.31 - $82.85 $4.18K - $5.47K
217 $16K
TJX
Tjx Companies Inc

Consumer Cyclical
-40
- 3.26%
$112.15 - $127.2 $4.49K - $5.09K
1.19K $143K
CME
Cme Group Inc.

Financial Services
-25
- 5.56%
$221.17 - $246.02 $5.53K - $6.15K
425 $98K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2
- 2.47%
$124.26 - $134.12 $249 - $268
79 $10K
AXP
American Express CO

Financial Services
-39
- 5.91%
$267.35 - $305.57 $10.4K - $11.9K
621 $184K
GOOG
Alphabet Inc.

Communication Services
-33
- 1.22%
$163.08 - $198.16 $5.38K - $6.54K
2.67K $508K
AAPL
Apple Inc.

Technology
-41
- 0.18%
$221.69 - $259.02 $9.09K - $10.6K
22.5K $5.64M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-6.84K
- 3.75%
$129.96 - $144.97 $889K - $991K
175K $24.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.25K
- 1.19%
$570.51 - $610.59 $714K - $764K
103K $60.9M
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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