Mascoma Wealth Management LLC Portfolio Holdings
Mascoma Wealth Management LLC
- $351 Million
- Q1 2024
Mascoma Wealth Management LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $351 Million distributed in 452 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 $37.1M, Vanguard Ftse Developed Market with a value of $28.1M, Fidelity Merrimack Str Tr Tota with a value of $25.1M, and Ishares Core S&P U.S Growth Et with a value of $21.4M.
Examining the 13F form we can see an increase of $18.6M in the current position value, from $332M to 351M.
Below you can find more details about Mascoma Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 452
- Current Value $351 Million
- Prior Value $332 Million
- Filing
- Period Q1 2024
- Filing Date May 02, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 4 stocks
- Additional Purchases 28 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks