Mascoma Wealth Management LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $400 Million distributed in 456 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.4M, Ishares Core U.S. Aggregate Bo with a value of $42.7M, Vanguard Ftse Developed Market with a value of $31.6M, Fidelity Merrimack Str Tr Tota with a value of $29.3M, and Ishares Core S&P U.S Growth Et with a value of $24M.
Examining the 13F form we can see an increase of $23.6M in the current position value, from $376M to 400M.
Below you can find more details about Mascoma Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$400 Million
ETFs: $369 Million
Technology: $10.2 Million
Industrials: $4.13 Million
Financial Services: $3.83 Million
Healthcare: $3.82 Million
Communication Services: $2.6 Million
Consumer Cyclical: $2.53 Million
Consumer Defensive: $2.29 Million
Other: $1.33 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
