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
AOK
Ishares Tr Core Conservative A

ETFs
-175
- 47.55%
$36.8 - $38.71 $6.44K - $6.77K
193 $7K
IFRA
Ishares Tr

ETFs
-532
- 13.34%
$41.55 - $46.97 $22.1K - $25K
3.46K $162K
HON
Honeywell International Inc

Industrials
-20
- 9.09%
$196.73 - $220.21 $3.93K - $4.4K
200 $41K
APH
Amphenol Corp

Technology
-30
- 1.99%
$58.39 - $70.41 $1.75K - $2.11K
1.48K $96K
TGT
Target Corp

Consumer Defensive
-42
- 31.82%
$133.47 - $159.25 $5.61K - $6.69K
90 $14K
IEX
Idex Corp

Industrials
-35
- 13.83%
$190.56 - $214.98 $6.67K - $7.52K
218 $46K
ICLN
Ishares

ETFs
-300
- 35.67%
$13.26 - $14.77 $3.98K - $4.43K
541 $7K
VHT
Vanguard Health Care ETF

ETFs
-25
- 12.89%
$261.88 - $288.1 $6.55K - $7.2K
169 $47K
ADBE
Adobe Inc.

Technology
-4
- 10.26%
$508.13 - $586.55 $2.03K - $2.35K
35 $18K
XEL
Xcel Energy Inc

Utilities
-58
- 43.61%
$52.11 - $65.3 $3.02K - $3.79K
75 $4K
CSL
Carlisle Companies Inc

Industrials
-5
- 20.0%
$376.5 - $449.34 $1.88K - $2.25K
20 $8K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-23
- 6.32%
$174.81 - $215.18 $4.02K - $4.95K
341 $63K
ORI
Old Republic International Corp

Financial Services
-30
- 37.5%
$29.89 - $35.9 $897 - $1.08K
50 $1K
JETS
ETF Ser Solutions U S Global J

ETFs
-54
- 22.88%
$16.76 - $20.84 $905 - $1.13K
182 $3K
ABT
Abbott Laboratories

Healthcare
-50
- 9.78%
$100.07 - $118.13 $5K - $5.91K
461 $52K
CMCSA
Comcast Corp

Communication Services
-154
- 7.87%
$37.33 - $41.78 $5.75K - $6.43K
1.8K $75K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-84
- 27.36%
$6.71 - $8.78 $564 - $738
223 $1K
AMGN
Amgen Inc

Healthcare
-30
- 2.97%
$309.38 - $337.38 $9.28K - $10.1K
980 $315K
CDW
Cdw Corp

Technology
-5
- 0.9%
$206.67 - $239.84 $1.03K - $1.2K
552 $124K
Ferguson Enterprises Inc Common Stock New
-10
- 2.78%
N/A
350 $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-20
- 11.11%
$247.34 - $300.11 $4.95K - $6K
160 $47K
IBB
Ishares Biotechnology ETF

ETFs
-11
- 3.31%
$135.09 - $149.47 $1.49K - $1.64K
321 $46K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-100
- 7.18%
$111.9 - $124.28 $11.2K - $12.4K
1.29K $159K
BLDR
Builders First Source, Inc.

Industrials
-33
- 21.29%
$132.6 - $201.83 $4.38K - $6.66K
122 $23K
ITW
Illinois Tool Works Inc

Industrials
-24
- 6.88%
$233.14 - $263.97 $5.6K - $6.34K
325 $85K
WSO
Watsco Inc

Industrials
-5
- 2.38%
$448.73 - $519.89 $2.24K - $2.6K
205 $100K
AOS
Smith A O Corp

Industrials
-25
- 2.92%
$76.95 - $91.98 $1.92K - $2.3K
830 $74K
STE
Steris PLC

Healthcare
-5
- 1.79%
$213.51 - $247.14 $1.07K - $1.24K
275 $66K
EFX
Equifax Inc

Industrials
-5
- 4.0%
$236.42 - $307.13 $1.18K - $1.54K
120 $35K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-82
- 2.81%
$38.71 - $42.43 $3.17K - $3.48K
2.84K $120K
NDSN
Nordson Corp

Industrials
-15
- 5.47%
$225.0 - $262.63 $3.38K - $3.94K
259 $68K
AJG
Arthur J. Gallagher & Co.

Financial Services
-10
- 2.29%
$259.22 - $299.75 $2.59K - $3K
426 $119K
AMT
American Tower Corp

Real Estate
-10
- 4.18%
$192.27 - $242.73 $1.92K - $2.43K
229 $53K
CME
Cme Group Inc.

Financial Services
-10
- 2.17%
$193.43 - $220.62 $1.93K - $2.21K
450 $99K
DHR
Danaher Corp

Healthcare
-4
- 0.83%
$239.25 - $280.76 $957 - $1.12K
476 $132K
AXP
American Express CO

Financial Services
-40
- 5.71%
$225.92 - $271.17 $9.04K - $10.8K
660 $178K
SHW
Sherwin Williams CO

Basic Materials
-5
- 2.22%
$294.65 - $384.0 $1.47K - $1.92K
220 $83K
JNJ
Johnson & Johnson

Healthcare
-52
- 3.29%
$145.48 - $167.38 $7.56K - $8.7K
1.53K $247K
V
Visa Inc.

Financial Services
-5
- 0.32%
$253.74 - $291.56 $1.27K - $1.46K
1.54K $423K
VZ
Verizon Communications Inc

Communication Services
-970
- 5.76%
$38.89 - $45.0 $37.7K - $43.7K
15.9K $712K
UNH
Unitedhealth Group Inc

Healthcare
-52
- 7.37%
$488.01 - $604.18 $25.4K - $31.4K
654 $382K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-18
- 1.17%
$139.03 - $157.34 $2.5K - $2.83K
1.52K $239K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.63%
$801.83 - $917.05 $4.81K - $5.5K
940 $833K
LMT
Lockheed Martin Corp

Industrials
-35
- 7.53%
$460.3 - $584.56 $16.1K - $20.5K
430 $251K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.57K
- 7.23%
$83.76 - $91.82 $299K - $328K
45.8K $4.18M
IDEV
Ishares Core Msci Intl Develop

ETFs
-24
- 0.32%
$63.46 - $71.43 $1.52K - $1.71K
7.48K $529K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7K
- 5.39%
$57.32 - $62.65 $401K - $439K
123K $7.67M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3.4K
- 3.17%
$97.81 - $108.79 $333K - $370K
104K $11.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.84K
- 2.59%
$116.79 - $133.54 $565K - $646K
182K $24M
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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