Mascoma Wealth Management LLC Portfolio Holdings
Mascoma Wealth Management LLC
- $376 Million
- Q2 2024
Mascoma Wealth Management LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $376 Million distributed in 493 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 $64.4M, Ishares Core U.S. Aggregate Bo with a value of $38.6M, Vanguard Ftse Developed Market with a value of $28.7M, Fidelity Merrimack Str Tr Tota with a value of $26.9M, and Ishares Core S&P U.S Growth Et with a value of $23.8M.
Examining the 13F form we can see an increase of $25.3M in the current position value, from $351M to 376M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 493
- Current Value $376 Million
- Prior Value $351 Million
- Filing
- Period Q2 2024
- Filing Date August 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 58 stocks
- Additional Purchases 72 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks