Mascoma Wealth Management LLC Sells in Q4 2024

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-14.1K
- 30.88%
$88.59 - $94.57 $1.25M - $1.34M
31.7K $2.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.41K
- 34.15%
$481.22 - $538.17 $680K - $761K
2.73K $1.39M
SHV
Ishares Tr

ETFs
-4.46K
- 2.41%
$109.92 - $110.57 $490K - $493K
180K $19.8M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-6.03K
- 38.64%
$64.85 - $73.04 $391K - $441K
9.58K $626K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.76K
- 1.07%
$46.33 - $48.6 $81.7K - $85.7K
163K $7.55M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.6K
- 1.52%
$38.37 - $42.82 $61.5K - $68.6K
104K $3.99M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-4.68K
- 4.51%
$107.41 - $115.71 $503K - $542K
99.1K $10.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.4K
- 53.73%
$124.61 - $133.96 $299K - $322K
2.07K $266K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.71K
- 2.29%
$38.96 - $43.28 $66.4K - $73.8K
72.6K $2.86M
VIG
Vanguard Dividend Appreciation

ETFs
-1.26K
- 2.32%
N/A
53.2K $9.69M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.61K
- 34.85%
$64.18 - $70.42 $167K - $184K
4.87K $314K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.49K
- 2.02%
$61.68 - $67.87 $153K - $169K
121K $7.51M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-2.95K
- 8.63%
$81.6 - $90.89 $241K - $268K
31.3K $2.68M
DVY
Ishares Tr

ETFs
-705
- 6.08%
$129.55 - $143.41 $91.3K - $101K
10.9K $1.43M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-2.44K
- 24.09%
$50.93 - $53.77 $124K - $131K
7.69K $395K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.27K
- 5.06%
$33.39 - $37.66 $42.4K - $47.8K
23.8K $794K
LLY
Eli Lilly & CO

Healthcare
-11
- 1.47%
$727.2 - $932.06 $8K - $10.3K
739 $570K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.15K
- 8.53%
$57.53 - $60.83 $65.9K - $69.7K
12.3K $706K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-354
- 3.69%
$70.1 - $76.53 $24.8K - $27.1K
9.23K $652K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-409
- 0.44%
$100.16 - $100.7 $41K - $41.2K
91.6K $9.19M
KO
Coca Cola CO

Consumer Defensive
-562
- 13.28%
$61.74 - $71.71 $34.7K - $40.3K
3.67K $228K
LMT
Lockheed Martin Corp

Industrials
-60
- 13.95%
$479.66 - $614.62 $28.8K - $36.9K
370 $179K
CDW
Cdw Corp

Technology
-233
- 42.21%
$171.49 - $225.64 $40K - $52.6K
319 $55K
UNH
Unitedhealth Group Inc

Healthcare
-15
- 2.29%
$485.52 - $625.25 $7.28K - $9.38K
639 $323K
BOND
Pimco Active Bond Exchange Tra

ETFs
-608
- 59.61%
$90.42 - $94.5 $55K - $57.5K
412 $37K
CVS
Cvs Health Corp

Healthcare
-667
- 47.99%
$43.78 - $67.46 $29.2K - $45K
723 $32K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-699
- 0.86%
$29.77 - $30.19 $20.8K - $21.1K
80.8K $2.41M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-690
- 7.17%
$57.38 - $61.11 $39.6K - $42.2K
8.93K $521K
EMR
Emerson Electric CO

Industrials
-504
- 41.01%
$108.13 - $134.33 $54.5K - $67.7K
725 $89K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-422
- 39.59%
$100.24 - $101.35 $42.3K - $42.8K
644 $64K
PEP
Pepsico Inc

Consumer Defensive
-4
- 0.18%
$151.29 - $176.1 $605 - $704
2.23K $339K
DGRO
Ishares Core Dividend Growth E

ETFs
-335
- 2.63%
$60.73 - $64.94 $20.3K - $21.8K
12.4K $761K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-1.13K
- 5.19%
$23.42 - $24.25 $26.5K - $27.4K
20.6K $487K
EFG
Msci Eafe Growth ETF

ETFs
-250
- 32.51%
$96.83 - $106.88 $24.2K - $26.7K
519 $50K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-100
- 1.28%
$91.94 - $100.02 $9.19K - $10K
7.7K $712K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-149
- 11.87%
$176.42 - $186.91 $26.3K - $27.8K
1.11K $196K
HUM
Humana Inc

Healthcare
-42
- 14.79%
$233.89 - $304.18 $9.82K - $12.8K
242 $61K
PFE
Pfizer Inc

Healthcare
-558
- 11.02%
$24.8 - $30.19 $13.8K - $16.8K
4.5K $119K
VTI
Vanguard Total Stock Market Et

ETFs
-104
- 18.84%
$280.04 - $302.45 $29.1K - $31.5K
448 $129K
EFX
Equifax Inc

Industrials
-75
- 62.5%
$245.03 - $293.5 $18.4K - $22K
45 $11K
IVW
Ishares S&P 500 Growth ETF

ETFs
-367
- 12.29%
$94.43 - $105.47 $34.7K - $38.7K
2.62K $265K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-428
- 15.07%
$41.64 - $45.75 $17.8K - $19.6K
2.41K $100K
SRLN
Ssga Active Trust

ETFs
-480
- 4.92%
$41.48 - $42.08 $19.9K - $20.2K
9.28K $387K
AOA
Ishares Tr Core Aggressive All

ETFs
-152
- 4.16%
$76.61 - $79.88 $11.6K - $12.1K
3.5K $268K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-281
- 2.56%
$50.35 - $50.69 $14.1K - $14.2K
10.7K $540K
UPS
United Parcel Service Inc

Industrials
-110
- 52.38%
$122.65 - $138.35 $13.5K - $15.2K
100 $12K
VO
Vanguard Mid Cap ETF

ETFs
-61
- 1.76%
$261.5 - $284.63 $16K - $17.4K
3.41K $900K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-478
- 1.68%
$41.09 - $45.94 $19.6K - $22K
28K $1.18M
XOM
Exxon Mobil Corp

Energy
-8
- 0.68%
$105.51 - $125.37 $844 - $1K
1.16K $124K
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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