Mascoma Wealth Management LLC Sells in Q3 2024

Mascoma Wealth Management LLC

  • $400 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-13K
- 11.02%
$520.18 - $576.82 $6.75M - $7.48M
105K $60.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-30.9K
- 25.15%
$100.3 - $100.74 $3.1M - $3.12M
92K $9.27M
BOND
Pimco Active Bond Exchange Tra

ETFs
-3.95K
- 79.48%
$90.01 - $95.32 $356K - $377K
1.02K $96K
VGT
Vanguard Information Technolog

ETFs
-352
- 67.95%
$514.43 - $606.85 $181K - $214K
166 $97K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.88K
- 26.08%
$50.32 - $50.75 $195K - $197K
11K $557K
MSFT
Microsoft Corp

Technology
-182
- 2.65%
$395.15 - $467.56 $71.9K - $85.1K
6.7K $2.88M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-3.66K
- 26.55%
$46.51 - $51.5 $170K - $189K
10.1K $521K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.01K
- 24.79%
$51.02 - $52.74 $154K - $159K
9.14K $481K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.5K
- 33.44%
$84.77 - $97.13 $127K - $146K
2.99K $285K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-476
- 10.1%
$475.2 - $527.7 $226K - $251K
4.24K $2.24M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-2.5K
- 13.83%
$67.43 - $74.23 $169K - $186K
15.6K $1.14M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.26K
- 19.08%
$69.31 - $77.34 $157K - $175K
9.58K $735K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.02K
- 13.09%
$54.98 - $59.51 $111K - $120K
13.4K $799K
GOOGL
Alphabet Inc.

Communication Services
-20
- 0.48%
$148.65 - $191.18 $2.97K - $3.82K
4.12K $683K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.01K
- 43.78%
N/A
2.58K $81K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-207
- 4.76%
$434.77 - $502.96 $90K - $104K
4.14K $2.02M
VB
Vanguard Small Cap ETF

ETFs
-433
- 19.14%
$214.77 - $237.72 $93K - $103K
1.83K $433K
LLY
Eli Lilly & CO

Healthcare
-48
- 6.02%
$772.14 - $960.02 $37.1K - $46.1K
750 $664K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-550
- 11.96%
$98.23 - $98.97 $54K - $54.4K
4.05K $400K
JPIE
J P Morgan Exchange Traded Fd
-1.19K
- 54.23%
$45.17 - $46.39 $53.5K - $55K
1K $46K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-1K
- 68.21%
$50.15 - $50.66 $50.2K - $50.7K
466 $23K
INTC
Intel Corp

Technology
-817
- 24.46%
$18.9 - $34.87 $15.4K - $28.5K
2.52K $59K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-314
- 20.01%
$162.64 - $179.3 $51.1K - $56.3K
1.26K $225K
DVY
Ishares Tr

ETFs
-1.66K
- 12.53%
$119.99 - $135.74 $199K - $225K
11.6K $1.57M
PEP
Pepsico Inc

Consumer Defensive
-281
- 11.16%
$161.9 - $179.3 $45.5K - $50.4K
2.24K $380K
HUM
Humana Inc

Healthcare
-42
- 12.88%
$310.25 - $404.52 $13K - $17K
284 $89K
DE
Deere & CO

Industrials
-100
- 33.9%
$344.84 - $418.0 $34.5K - $41.8K
195 $81K
ABBV
Abb Vie Inc.

Healthcare
-263
- 27.03%
$163.84 - $199.33 $43.1K - $52.4K
710 $140K
AOR
Ishares Tr Core Growth Allocat

ETFs
-482
- 26.91%
$55.15 - $59.31 $26.6K - $28.6K
1.31K $77K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.51K
- 10.57%
$57.47 - $62.76 $86.5K - $94.5K
12.7K $799K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-442
- 6.13%
$76.94 - $79.54 $34K - $35.2K
6.77K $537K
GIS
General Mills Inc

Consumer Defensive
-328
- 82.0%
$62.5 - $75.15 $20.5K - $24.6K
72 $5K
COP
Conocophillips

Energy
-148
- 49.66%
$102.3 - $116.61 $15.1K - $17.3K
150 $15K
TIP
Ishares Tr Tips Bd ETF

ETFs
-188
- 36.22%
$105.92 - $110.83 $19.9K - $20.8K
331 $36K
WFC
Wells Fargo & Company

Financial Services
-302
- 44.35%
$51.58 - $60.97 $15.6K - $18.4K
379 $21K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-117
- 10.67%
$152.9 - $180.39 $17.9K - $21.1K
980 $171K
XOM
Exxon Mobil Corp

Energy
-174
- 12.96%
$109.72 - $119.0 $19.1K - $20.7K
1.17K $137K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-949
- 6.96%
$24.38 - $25.2 $23.1K - $23.9K
12.7K $319K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-803
- 9.34%
$87.56 - $95.49 $70.3K - $76.7K
7.8K $744K
PFE
Pfizer Inc

Healthcare
-583
- 10.33%
$27.7 - $31.39 $16.1K - $18.3K
5.06K $146K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-197
- 10.76%
$91.37 - $101.65 $18K - $20K
1.63K $166K
CSCO
Cisco Systems, Inc.

Technology
-427
- 18.89%
$44.74 - $53.22 $19.1K - $22.7K
1.83K $97K
ZTS
Zoetis Inc.

Healthcare
-60
- 44.78%
$172.58 - $196.48 $10.4K - $11.8K
74 $14K
NXST
Nexstar Media Group, Inc.

Communication Services
-55
- 18.64%
$154.25 - $184.79 $8.48K - $10.2K
240 $39K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-400
- 72.73%
$25.07 - $29.94 $10K - $12K
150 $4K
FDX
Fedex Corp

Industrials
-20
- 18.18%
$254.64 - $313.52 $5.09K - $6.27K
90 $24K
UPS
United Parcel Service Inc

Industrials
-54
- 20.45%
$123.32 - $147.38 $6.66K - $7.96K
210 $28K
VIS
Vanguard Industrial ETF

ETFs
-36
- 33.33%
$232.12 - $260.07 $8.36K - $9.36K
72 $18K
XLK
Technology Sector Spdr

ETFs
-32
- 13.97%
$197.34 - $237.68 $6.31K - $7.61K
197 $44K
Activity Summary
Buys All Purchases 60 New Holdings 19 Increased Positions 41 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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