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Mascoma Wealth Management

Latest statistics and disclosures from Mascoma Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AGG, VEA, JPST, IUSG, and represent 47.89% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FBND, AGG, VEA, SHV, IJR, ESGD, EAGG, FDVV, IEFA, VB.
Started 13 new stock positions in JCPB, CSD, GM, CGC, DBEF, VLUE, BLV, IWB, REET, CTVA. PDBC, VV, VGK.
Reduced shares in these 10 stocks: JPST, DVY, FHLC, JEPI, SPSB, FDRR, IGSB, IUSG, GSST, AAPL.
Sold out of its positions in ARKX, AEF, Activision Blizzard, ADM, BA, Canopy Gro, COF, CE, DAL, DG.
Mascoma Wealth Management was a net seller of stock by $-12M.
Mascoma Wealth Management has $333M in assets under management (AUM), dropping by 4.02%.
Central Index Key (CIK): 0001695664

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 467 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	16.8	$56M		117k	477.63	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	9.5	$32M	+4%	320k	99.25	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.4	$28M	+3%	586k	47.90	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	7.0	$23M	-10%	466k	50.23	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	6.1	$20M	-3%	194k	104.10	View chart
Fidelity Total Bond Etf Etf (FBND)	5.7	$19M	+15%	415k	46.04	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	5.2	$17M	+5%	157k	110.13	View chart
Fidelity High Dividend Etf Etf (FDVV)	2.8	$9.3M	+2%	219k	42.28	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	2.7	$8.9M		98k	91.05	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.2	$7.3M		26k	277.15	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.0	$6.6M	+7%	61k	108.25	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	2.0	$6.5M	-11%	220k	29.78	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.5	$5.1M	+4%	108k	47.74	View chart
Apple Stock (AAPL)	1.5	$5.1M	-10%	27k	192.53	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.5	$5.0M	-5%	64k	78.03	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.2	$4.0M	+9%	53k	75.54	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.0	$3.5M	-3%	98k	35.41	View chart
Ishares Select Dividend Etf Etf (DVY)	1.0	$3.2M	-39%	27k	117.22	View chart
Microsoft Corp Stock (MSFT)	0.8	$2.7M	-2%	7.3k	376.04	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$2.7M	-6%	16k	170.40	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.7	$2.3M	-24%	44k	51.28	View chart
First Trust Water Etf Etf (FIW)	0.7	$2.2M	-10%	23k	94.80	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.7	$2.2M	-31%	34k	64.69	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$2.1M	+2%	4.7k	436.83	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$1.9M	-4%	4.6k	409.55	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.6	$1.9M	+4%	52k	35.91	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.5	$1.7M	-33%	39k	43.91	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.5	$1.7M	-3%	34k	50.36	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.5	$1.7M	+4%	24k	69.47	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$1.7M	-35%	30k	54.98	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.5	$1.5M	-14%	62k	24.48	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.4	$1.4M	-20%	37k	38.01	View chart
Verizon Communications Stock (VZ)	0.4	$1.3M	-19%	35k	37.70	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.4	$1.3M	-22%	19k	69.34	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$1.1M	-24%	13k	84.33	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.3	$1.1M	-10%	21k	53.82	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.1M	+3%	6.4k	165.25	View chart
Amazon Stock (AMZN)	0.3	$957k	-4%	6.3k	151.94	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$867k	-2%	2.4k	356.66	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.3	$837k	-14%	16k	53.97	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.3	$833k	-25%	8.5k	97.92	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.2	$826k	-7%	34k	24.18	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$820k	-25%	20k	40.86	View chart
Amgen Stock (AMGN)	0.2	$798k	-32%	2.8k	288.02	View chart
Costco Whsl Corp Stock (COST)	0.2	$691k		1.0k	660.08	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$655k	-29%	8.5k	77.37	View chart
Howmet Aerospace Stock (HWM)	0.2	$631k		12k	54.12	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$628k	-29%	4.3k	147.14	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$584k	-3%	4.2k	139.69	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$569k	+11%	2.4k	232.64	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$568k		18k	32.06	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$543k	-3%	1.0k	530.79	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$509k	-17%	2.5k	200.71	View chart
Eli Lilly & Co Stock (LLY)	0.1	$488k	-3%	836.00	583.25	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$481k		4.6k	104.92	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$479k		7.5k	63.66	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$478k		6.3k	75.35	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$471k	-10%	6.3k	75.10	View chart
Unitedhealth Group Stock (UNH)	0.1	$440k	-2%	835.00	526.47	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$438k		11k	41.93	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$427k	+40%	2.0k	213.38	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$421k		2.5k	170.10	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.1	$394k	-9%	12k	32.66	View chart
Ishares Esg Screened S&p Mid-cap Etf Etf (XJH)	0.1	$393k	-29%	10k	37.72	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.1	$392k	+26%	17k	23.28	View chart
Pfizer Stock (PFE)	0.1	$387k	-33%	13k	28.79	View chart
Automatic Data Processing Stock (ADP)	0.1	$377k		1.6k	232.97	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.1	$377k	-32%	9.4k	40.27	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$376k		2.7k	140.93	View chart
Pepsico Stock (PEP)	0.1	$371k		2.2k	169.84	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.1	$360k	+10%	15k	23.86	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.1	$330k		6.2k	53.19	View chart
Lam Research Corp Stock (LRCX)	0.1	$328k		419.00	783.26	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$328k	+64%	4.7k	70.35	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$327k	-26%	2.1k	157.27	View chart
Visa Inc Com Cl A Stock (V)	0.1	$326k		1.3k	260.35	View chart
Home Depot Stock (HD)	0.1	$323k	-7%	931.00	346.61	View chart
Johnson & Johnson Stock (JNJ)	0.1	$307k		2.0k	156.74	View chart
International Business Machs Stock (IBM)	0.1	$290k		1.8k	163.58	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.1	$289k	+39%	13k	22.86	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$287k		811.00	353.96	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$281k	-36%	5.5k	51.05	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$275k		6.7k	41.10	View chart
Nvidia Corporation Stock (NVDA)	0.1	$271k		548.00	495.22	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$257k		530.00	484.00	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$255k	-44%	6.8k	37.49	View chart
Intel Corp Stock (INTC)	0.1	$251k		5.0k	50.25	View chart
Mcdonalds Corp Stock (MCD)	0.1	$250k		843.00	296.51	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$241k	+14%	2.8k	85.06	View chart
Biogen Stock (BIIB)	0.1	$239k		925.00	258.77	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$237k	-15%	5.6k	42.22	View chart
Pimco Active Bond Etf Etf (BOND)	0.1	$230k	-7%	2.5k	92.47	View chart
Procter And Gamble Stock (PG)	0.1	$229k		1.6k	146.54	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$217k		456.00	475.31	View chart
Jpmorgan Income Etf Etf (JPIE)	0.1	$209k	-3%	4.6k	45.61	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$205k		1.5k	135.43	View chart
Grainger W W Stock (GWW)	0.1	$199k	-40%	240.00	828.69	View chart
Humana Stock (HUM)	0.1	$197k		430.00	457.81	View chart
Nuveen Mun Value Cef (NUV)	0.1	$195k		23k	8.60	View chart
The Cigna Group Stock (CI)	0.1	$194k		648.00	299.45	View chart
Rtx Corporation Stock (RTX)	0.1	$191k	-23%	2.3k	84.15	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.1	$187k	-30%	1.9k	100.35	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.1	$183k	+9%	2.7k	69.05	View chart
Coca Cola Stock (KO)	0.1	$183k	-2%	3.1k	58.93	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$177k	-2%	390.00	453.24	View chart
Tesla Stock (TSLA)	0.1	$177k	-47%	711.00	248.48	View chart
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST)	0.1	$169k	-77%	3.4k	50.01	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$168k	-37%	1.2k	143.64	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$163k	-43%	1.7k	98.58	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$159k	-31%	1.4k	114.04	View chart
American Express Stock (AXP)	0.0	$152k		809.00	187.34	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$149k		3.0k	50.29	View chart
Royce Value Tr Cef (RVT)	0.0	$149k	-4%	10k	14.56	View chart
Abbvie Stock (ABBV)	0.0	$143k		923.00	154.97	View chart
Broadcom Stock (AVGO)	0.0	$143k		128.00	1116.25	View chart
Cisco Sys Stock (CSCO)	0.0	$140k	-4%	2.8k	50.52	View chart
Cambridge Bancorp Stock (CATC)	0.0	$139k		2.0k	69.40	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$133k		2.4k	55.59	View chart
Honeywell Intl Stock (HON)	0.0	$133k	-2%	635.00	209.71	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$130k	-3%	1.3k	99.99	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$128k		1.5k	85.46	View chart
Salesforce Stock (CRM)	0.0	$123k		467.00	263.14	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$123k	+22%	2.4k	50.58	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$122k		680.00	179.10	View chart
Emerson Elec Stock (EMR)	0.0	$120k		1.2k	97.33	View chart
Paychex Stock (PAYX)	0.0	$118k	+39%	989.00	119.09	View chart
Cvs Health Corp Stock (CVS)	0.0	$118k	-2%	1.5k	78.96	View chart
General Dynamics Corp Stock (GD)	0.0	$117k	-25%	450.00	259.67	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$111k		638.00	173.89	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$111k	-17%	1.8k	59.87	View chart
Chevron Corp Stock (CVX)	0.0	$111k		741.00	149.16	View chart
Illinois Tool Wks Stock (ITW)	0.0	$110k	-4%	419.00	261.94	View chart
Tjx Cos Stock (TJX)	0.0	$109k	-7%	1.2k	93.80	View chart
Dnp Select Income Cef (DNP)	0.0	$108k		13k	8.48	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$105k	-33%	977.00	107.46	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$105k		2.6k	40.21	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$104k		1.6k	65.06	View chart
Alcoa Corp Stock (AA)	0.0	$102k		3.0k	34.00	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$101k		198.00	507.38	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$100k		284.00	350.91	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$95k	-7%	752.00	126.60	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$92k	+49%	304.00	303.17	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$91k	-33%	3.4k	26.65	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$85k		1.9k	43.85	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$84k	-18%	950.00	88.36	View chart
Spdr S&p Kensho Clean Power Etf Etf (CNRG)	0.0	$84k	-45%	1.2k	71.74	View chart
Carrier Global Corporation Stock (CARR)	0.0	$83k		1.5k	57.45	View chart
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH)	0.0	$81k		870.00	93.08	View chart
Deere & Co Stock (DE)	0.0	$78k		195.00	399.87	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$76k		1.0k	75.77	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$75k		769.00	96.85	View chart
S&p Global Stock (SPGI)	0.0	$74k		169.00	440.52	View chart
Oracle Corp Stock (ORCL)	0.0	$74k		701.00	105.43	View chart
Abbott Labs Stock (ABT)	0.0	$73k		661.00	110.07	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$70k		364.00	191.22	View chart
Gilead Sciences Stock (GILD)	0.0	$70k		858.00	81.01	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$69k		275.00	250.70	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$69k		5.8k	11.82	View chart
General Electric Stock (GE)	0.0	$69k		536.00	127.71	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$68k	-27%	503.00	135.76	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$68k		668.00	101.99	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$68k		2.7k	24.76	View chart
Canadian Natl Ry Stock (CNI)	0.0	$67k		532.00	125.63	View chart
Idexx Labs Stock (IDXX)	0.0	$67k		120.00	555.05	View chart
Cohen & Steers Total Return Rl Cef (RFI)	0.0	$66k	-3%	5.7k	11.75	View chart
Virtus Total Return Cef (ZTR)	0.0	$66k		12k	5.51	View chart
Ishares Gold Trust Etf (IAU)	0.0	$64k		1.6k	39.03	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$64k		332.00	192.48	View chart
Kroger Stock (KR)	0.0	$64k		1.4k	45.71	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$64k	-5%	322.00	197.37	View chart
Wells Fargo Stock (WFC)	0.0	$63k	-8%	1.3k	49.22	View chart
Blackrock Stock (BLK)	0.0	$63k		77.00	811.81	View chart
Merck & Co Stock (MRK)	0.0	$62k		572.00	109.02	View chart
Cdw Corp Stock (CDW)	0.0	$62k	-6%	272.00	227.32	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$61k		498.00	121.51	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$60k		267.00	225.51	View chart
Onespaworld Holdings Stock (OSW)	0.0	$58k		4.1k	14.10	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$57k	-10%	3.6k	15.57	View chart
Kraneshares Global Carbon Strategy Etf Etf (KRBN)	0.0	$56k		1.5k	36.49	View chart
M & T Bk Corp Stock (MTB)	0.0	$55k	+105%	401.00	137.22	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$54k		3.1k	17.64	View chart
Elevance Health Stock (ELV)	0.0	$54k		115.00	471.56	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$54k	-4%	600.00	89.47	View chart
3M Stock (MMM)	0.0	$54k	-3%	491.00	109.32	View chart
Stryker Corporation Stock (SYK)	0.0	$52k	-5%	174.00	299.46	View chart
Danaher Corporation Stock (DHR)	0.0	$52k		224.00	231.34	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.0	$51k		2.1k	24.91	View chart
Tractor Supply Stock (TSCO)	0.0	$49k	-17%	229.00	215.24	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$48k		500.00	95.20	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$47k		450.00	105.43	View chart
At&t Stock (T)	0.0	$47k		2.8k	16.78	View chart
D R Horton Stock (DHI)	0.0	$46k		303.00	151.98	View chart
Caterpillar Stock (CAT)	0.0	$46k		155.00	295.67	View chart
Fedex Corp Stock (FDX)	0.0	$46k		180.00	252.97	View chart
Air Prods & Chems Stock (APD)	0.0	$44k	-9%	160.00	273.80	View chart
Laboratory Corp Amer Hldgs Stock (LH)	0.0	$43k		190.00	227.29	View chart
Ishares Silver Trust Etf (SLV)	0.0	$43k		2.0k	21.78	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$43k		138.00	310.88	View chart
Marathon Pete Corp Stock (MPC)	0.0	$42k		285.00	148.36	View chart
Pimco Rafi Dynamic Multi-factor Emerging Markets Equity Etf Etf (MFEM)	0.0	$42k		2.2k	19.18	View chart
Agilent Technologies Stock (A)	0.0	$42k		300.00	139.03	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$42k		644.00	64.62	View chart
Ametek Stock (AME)	0.0	$41k		247.00	164.89	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$41k		95.00	426.51	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$39k		522.00	75.32	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$39k		1.3k	29.36	View chart
Autozone Stock (AZO)	0.0	$39k		15.00	2585.60	View chart
Conocophillips Stock (COP)	0.0	$39k		333.00	116.07	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$38k		460.00	82.96	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$38k		156.00	243.83	View chart
Disney Walt Stock (DIS)	0.0	$38k	-34%	421.00	90.26	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$38k	-50%	830.00	45.43	View chart
Halliburton Stock (HAL)	0.0	$36k	-16%	1.0k	36.15	View chart
Eaton Corp Stock (ETN)	0.0	$36k		150.00	240.82	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$36k		166.00	217.46	View chart
Nextera Energy Stock (NEE)	0.0	$36k	-20%	587.00	60.74	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$36k	-30%	122.00	291.02	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$35k		675.00	52.33	View chart
Netflix Stock (NFLX)	0.0	$34k		70.00	486.89	View chart
Adobe Stock (ADBE)	0.0	$33k	-5%	56.00	596.61	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$33k		646.00	51.31	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$33k		510.00	64.93	View chart
L3harris Technologies Stock (LHX)	0.0	$33k		155.00	210.62	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$33k	-61%	371.00	87.67	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$32k		397.00	81.28	View chart
Starbucks Corp Stock (SBUX)	0.0	$32k		333.00	96.01	View chart
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN)	0.0	$32k		754.00	42.17	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$32k		406.00	77.73	View chart
Bank America Corp Stock (BAC)	0.0	$31k	-12%	929.00	33.67	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$31k		445.00	70.10	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.0	$31k		857.00	35.73	View chart
Sysco Corp Stock (SYY)	0.0	$30k		414.00	73.13	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$30k		288.00	104.71	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$30k		415.00	72.03	View chart
Ishares Robotics And Artificial Intelligence Multisector Etf Etf (IRBO)	0.0	$30k	-7%	858.00	34.50	View chart
Nike Inc Cl B Stock (NKE)	0.0	$30k	-15%	272.00	108.57	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$29k		1.0k	27.99	View chart
HP Stock (HPQ)	0.0	$29k		955.00	30.09	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$29k		534.00	53.75	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$28k		498.00	56.40	View chart
Intercontinental Exchange Stock (ICE)	0.0	$28k		215.00	128.43	View chart
Ishares Msci Global Sustainable Development Goals Etf Etf (SDG)	0.0	$26k		326.00	81.05	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$26k	+22%	504.00	52.10	View chart
Vanguard Value Etf Etf (VTV)	0.0	$26k		175.00	149.50	View chart
General Mls Stock (GIS)	0.0	$26k		400.00	65.14	View chart
Ishares Core Moderate Allocation Etf Etf (AOM)	0.0	$26k		625.00	41.51	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$26k		248.00	104.46	View chart
Builders Firstsource Stock (BLDR)	0.0	$26k		155.00	166.94	View chart
Brunswick Corp Stock (BC)	0.0	$26k		267.00	96.75	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$26k		542.00	47.24	View chart
Duke Energy Corp Stock (DUK)	0.0	$25k		262.00	97.04	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$25k	NEW	95.00	262.26	View chart
Baxter Intl Stock (BAX)	0.0	$24k		622.00	38.66	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$24k		108.00	220.43	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$24k	-90%	465.00	51.04	View chart
Csx Corp Stock (CSX)	0.0	$24k		681.00	34.67	View chart
Dte Energy Stock (DTE)	0.0	$24k		214.00	110.26	View chart
Patterson Cos Stock (PDCO)	0.0	$23k		824.00	28.45	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$23k	-2%	493.00	47.22	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.0	$23k	-26%	643.00	36.15	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$23k		111.00	205.75	View chart
Union Pac Corp Stock (UNP)	0.0	$22k		91.00	245.62	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$22k		391.00	56.14	View chart
Ishares Esg Aware Aggressive Allocation Etf Etf (EAOA)	0.0	$22k	-36%	681.00	32.06	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$22k		450.00	48.13	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.0	$20k		810.00	25.07	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$20k		300.00	66.49	View chart
Metlife Stock (MET)	0.0	$20k		300.00	66.13	View chart
Texas Instrs Stock (TXN)	0.0	$19k	-15%	114.00	170.46	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.0	$19k		451.00	42.41	View chart
Mckesson Corp Stock (MCK)	0.0	$19k		41.00	462.98	View chart
Target Corp Stock (TGT)	0.0	$19k		132.00	142.42	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$18k	NEW	1.4k	13.30	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$18k		346.00	52.66	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$18k		1.6k	11.00	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$18k		160.00	111.63	View chart
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$18k		400.00	44.63	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$18k		225.00	79.34	View chart
Southern Copper Corp Stock (SCCO)	0.0	$18k		207.00	86.07	View chart
Astrazeneca Adr (AZN)	0.0	$18k		264.00	67.35	View chart
Walmart Stock (WMT)	0.0	$16k		104.00	157.65	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.0	$16k		1.4k	11.82	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$16k		422.00	37.60	View chart
Invesco Solar Etf Etf (TAN)	0.0	$16k		297.00	53.38	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.0	$16k	-17%	336.00	46.70	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$16k	NEW	154.00	101.16	View chart
Rockwell Automation Stock (ROK)	0.0	$16k		50.00	310.48	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$16k	-2%	98.00	158.05	View chart
Eaton Vance Mun Bd Cef (EIM)	0.0	$15k		1.5k	10.13	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$15k	-28%	300.00	50.94	View chart
Ameriprise Finl Stock (AMP)	0.0	$15k		40.00	379.82	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$15k		67.00	224.88	View chart
Snap On Stock (SNA)	0.0	$14k	-34%	50.00	288.84	View chart
Us Bancorp Del Stock (USB)	0.0	$14k	-14%	320.00	43.28	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.0	$14k	NEW	291.00	47.09	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$14k		177.00	77.32	View chart
Packaging Corp Amer Stock (PKG)	0.0	$14k		84.00	162.90	View chart
Invesco Mun Opportunity Tr Cef (VMO)	0.0	$14k		1.4k	9.61	View chart
Blackrock Muni Income Tr Ii Cef (BLE)	0.0	$14k		1.3k	10.68	View chart
Blackrock Municipal Income Cef (MUI)	0.0	$13k		1.1k	11.64	View chart
Global X Mlp Etf Etf (MLPA)	0.0	$13k		291.00	44.30	View chart
Travelers Companies Stock (TRV)	0.0	$13k		67.00	190.49	View chart
Paypal Hldgs Stock (PYPL)	0.0	$13k		206.00	61.41	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$12k		120.00	103.07	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.0	$12k		1.2k	10.23	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$12k		100.00	121.70	View chart
First Solar Stock (FSLR)	0.0	$12k		69.00	172.28	View chart
Lululemon Athletica Stock (LULU)	0.0	$12k		23.00	511.30	View chart
Te Connectivity Stock (TEL)	0.0	$12k		83.00	140.51	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$12k		555.00	20.71	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.0	$12k		550.00	20.89	View chart
Oreilly Automotive Stock (ORLY)	0.0	$11k		12.00	950.08	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$11k		97.00	117.28	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.0	$11k		545.00	20.45	View chart
Price T Rowe Group Stock (TROW)	0.0	$11k		100.00	107.69	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$11k		462.00	23.04	View chart
Wec Energy Group Stock (WEC)	0.0	$11k		125.00	84.17	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$11k	NEW	48.00	218.15	View chart
First Trust Consumer Discretionary Alphadex Fund Etf (FXD)	0.0	$10k		177.00	58.98	View chart
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB)	0.0	$10k		225.00	46.31	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$10k		150.00	68.80	View chart
Blackrock Munivest Cef (MVF)	0.0	$10k		1.4k	7.12	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$9.5k	-18%	50.00	189.48	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$9.2k	-9%	38.00	241.76	View chart
Medtronic Stock (MDT)	0.0	$9.1k	-50%	110.00	82.38	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$9.0k		38.00	237.21	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$9.0k		193.00	46.62	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$9.0k		72.00	124.97	View chart
Mfs High Income Mun Tr Sh Ben Int Cef (CXE)	0.0	$8.9k		2.5k	3.55	View chart
Lowes Cos Stock (LOW)	0.0	$8.9k		40.00	222.55	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$8.7k		60.00	145.02	View chart
Blackstone Stock (BX)	0.0	$8.6k		66.00	130.92	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$8.5k		81.00	105.23	View chart
Blackrock Calif Mun Income Tr Sh Ben Int Cef (BFZ)	0.0	$8.3k		691.00	12.03	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$8.3k		500.00	16.61	View chart
Millerknoll Stock (MLKN)	0.0	$8.0k		300.00	26.68	View chart
Colgate Palmolive Stock (CL)	0.0	$8.0k		100.00	79.71	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$7.8k		162.00	48.45	View chart
Parker-hannifin Corp Stock (PH)	0.0	$7.8k		17.00	460.71	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.0	$7.8k	NEW	105.00	74.58	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$7.7k		84.00	92.26	View chart
State Str Corp Stock (STT)	0.0	$7.7k	-10%	100.00	77.46	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$7.6k	NEW	118.00	64.48	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$7.6k		40.00	189.95	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$7.6k	NEW	314.00	24.18	View chart
Ebay Stock (EBAY)	0.0	$7.5k		173.00	43.62	View chart
Progressive Corp Stock (PGR)	0.0	$7.5k		47.00	159.28	View chart
General Mtrs Stock (GM)	0.0	$7.4k	NEW	207.00	35.97	View chart
Realty Income Corp Reit (O)	0.0	$7.4k		128.00	57.42	View chart
American Tower Corp Reit (AMT)	0.0	$7.3k		34.00	215.88	View chart
Ishares Esg Aware Moderate Allocation Etf Etf (EAOM)	0.0	$7.3k		276.00	26.29	View chart
Constellation Energy Corp Stock (CEG)	0.0	$7.2k		62.00	116.89	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$7.2k		95.00	76.25	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$7.2k		40.00	179.97	View chart
Booking Holdings Stock (BKNG)	0.0	$7.1k		2.00	3547.00	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$7.1k		285.00	24.79	View chart
Darden Restaurants Stock (DRI)	0.0	$7.1k		43.00	164.30	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$7.0k		23.00	304.57	View chart
Diageo Adr (DEO)	0.0	$7.0k		48.00	145.67	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$7.0k		150.00	46.36	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$6.9k		125.00	55.02	View chart
Novartis Adr (NVS)	0.0	$6.8k		67.00	100.97	View chart
Exelon Corp Stock (EXC)	0.0	$6.7k		188.00	35.90	View chart
Fortrea Hldgs Stock (FTRE)	0.0	$6.6k		190.00	34.90	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.0	$6.6k		92.00	71.91	View chart
Chubb Stock (CB)	0.0	$6.6k		29.00	226.00	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$6.5k		112.00	57.70	View chart
Dow Stock (DOW)	0.0	$6.4k		116.00	54.84	View chart
Consolidated Edison Stock (ED)	0.0	$6.1k		67.00	90.97	View chart
Discover Finl Svcs Stock (DFS)	0.0	$6.1k		54.00	112.41	View chart
Dover Corp Stock (DOV)	0.0	$6.0k	-68%	39.00	153.82	View chart
Microchip Technology Stock (MCHP)	0.0	$6.0k		66.00	90.18	View chart
Corning Stock (GLW)	0.0	$5.9k		195.00	30.45	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$5.9k	-34%	38.00	154.84	View chart
Dt Midstream Stock (DTM)	0.0	$5.9k		107.00	54.80	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$5.8k		50.00	116.30	View chart
Analog Devices Stock (ADI)	0.0	$5.8k		29.00	198.55	View chart
Clorox Co Del Stock (CLX)	0.0	$5.7k		40.00	142.60	View chart
Sonoco Prods Stock (SON)	0.0	$5.6k		100.00	55.87	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$5.5k		29.00	190.97	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$5.4k		175.00	31.01	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$5.4k		84.00	64.10	View chart
Hasbro Stock (HAS)	0.0	$5.4k		105.00	51.06	View chart
Palo Alto Networks Stock (PANW)	0.0	$5.3k		18.00	294.89	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$5.0k		87.00	57.64	View chart
Intuit Stock (INTU)	0.0	$5.0k		8.00	625.00	View chart
Applied Matls Stock (AMAT)	0.0	$4.9k		30.00	162.07	View chart
Annaly Capital Management Reit (NLY)	0.0	$4.8k		250.00	19.37	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$4.8k		209.00	23.04	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$4.8k		419.00	11.45	View chart
Jpmorgan Betabuilders Usd High Yield Corporate Bond Etf Etf (BBHY)	0.0	$4.8k		104.00	45.91	View chart
Enbridge Stock (ENB)	0.0	$4.8k		132.00	36.02	View chart
Dominion Energy Stock (D)	0.0	$4.7k		100.00	47.00	View chart
Nucor Corp Stock (NUE)	0.0	$4.7k		27.00	174.04	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$4.7k	-83%	200.00	23.46	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$4.6k		39.00	117.72	View chart
Sturm Ruger & Co Stock (RGR)	0.0	$4.5k		100.00	45.45	View chart
Axcelis Technologies Stock (ACLS)	0.0	$4.5k		35.00	129.69	View chart
Blackrock Muniyield Cef (MYD)	0.0	$4.5k		421.00	10.78	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$4.5k		236.00	19.03	View chart
Ishares Ibonds 2025 Term High Yield & Income Etf Etf (IBHE)	0.0	$4.4k		192.00	23.10	View chart
Kyndryl Hldgs Stock (KD)	0.0	$4.4k		210.00	20.78	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$4.3k		28.00	155.32	View chart
Cintas Corp Stock (CTAS)	0.0	$4.2k		7.00	602.71	View chart
Stanley Black & Decker Stock (SWK)	0.0	$4.2k		43.00	97.35	View chart
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO)	0.0	$4.1k		180.00	22.72	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$4.1k		670.00	6.08	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$4.0k		16.00	252.25	View chart
Altria Group Stock (MO)	0.0	$4.0k		100.00	40.34	View chart
Blackrock Muniyield Quality Cef (MQT)	0.0	$4.0k		383.00	10.35	View chart
Ford Mtr Co Del Stock (F)	0.0	$3.9k	-23%	324.00	12.18	View chart
International Paper Stock (IP)	0.0	$3.9k		109.00	36.15	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$3.9k		54.00	72.43	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$3.8k		96.00	40.06	View chart
Fortis Stock (FTS)	0.0	$3.7k		91.00	41.13	View chart
Alliancebernstein Natl Mun Inm Cef (AFB)	0.0	$3.7k		345.00	10.84	View chart
Federated Hermes Prem Muni Inm Cef (FMN)	0.0	$3.7k		333.00	10.99	View chart
Avery Dennison Corp Stock (AVY)	0.0	$3.6k	-68%	18.00	202.17	View chart
Qualcomm Stock (QCOM)	0.0	$3.6k		25.00	144.64	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$3.6k		54.00	65.80	View chart
Blackrock Munivest Fd Ii Cef (MVT)	0.0	$3.4k		319.00	10.77	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.0	$3.4k	NEW	92.00	36.98	View chart
Yeti Hldgs Stock (YETI)	0.0	$3.4k		65.00	51.78	View chart
Bny Mellon Strategic Muns Cef (LEO)	0.0	$3.3k		557.00	5.86	View chart
Bny Mellon Strategic Mun Bd Cef (DSM)	0.0	$3.2k		565.00	5.71	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.0	$3.2k		320.00	9.89	View chart
Invesco S&p Spin-off Etf Etf (CSD)	0.0	$3.2k	NEW	49.00	64.49	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$3.1k		11.00	286.27	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.0	$3.1k		147.00	21.24	View chart
United States Stl Corp Stock (X)	0.0	$3.1k		64.00	48.66	View chart
Invesco Advantage Mun Income T Sh Ben Int Cef (VKI)	0.0	$3.1k		364.00	8.45	View chart
Kla Corp Stock (KLAC)	0.0	$2.9k		5.00	581.40	View chart
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU)	0.0	$2.8k		844.00	3.31	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$2.7k	-11%	241.00	11.38	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$2.6k		41.00	62.61	View chart
Pimco Calif Mun Income Fd Iii Cef (PZC)	0.0	$2.5k		343.00	7.37	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$2.4k		75.00	31.49	View chart
Advanced Micro Devices Stock (AMD)	0.0	$2.2k		15.00	147.40	View chart
Viatris Stock (VTRS)	0.0	$2.2k	-33%	202.00	10.83	View chart
Trinet Group Stock (TNET)	0.0	$2.1k		18.00	118.94	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$2.0k		100.00	20.04	View chart
Ishares Esg Aware Growth Allocation Etf Etf (EAOR)	0.0	$2.0k		68.00	29.06	View chart
Pitney Bowes Stock (PBI)	0.0	$1.8k		415.00	4.40	View chart
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN)	0.0	$1.7k		10.00	165.50	View chart
Globus Med Inc Cl A Stock (GMED)	0.0	$1.4k		27.00	53.30	View chart
Archer Aviation Inc Com Cl A Stock (ACHR)	0.0	$1.2k		200.00	6.14	View chart
Blackrock Munihldngs Cali Qlty Cef (MUC)	0.0	$1.2k		108.00	11.13	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$1.1k		80.00	13.80	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$1.1k		3.00	352.00	View chart
Sun Life Financial Stock (SLF)	0.0	$1.0k		20.00	51.80	View chart
Blackrock Muniyield Quality Cef (MYI)	0.0	$989.000500		85.00	11.64	View chart
Xerox Holdings Corp Stock (XRX)	0.0	$917.000000		50.00	18.34	View chart
Hancock John Invt Tr Ii Cef (JHI)	0.0	$647.000000		50.00	12.94	View chart
Blackrock Muniyield N Y Qualit Cef (MYN)	0.0	$619.998000		60.00	10.33	View chart
Blackrock Muniyild Qult Cef (MQY)	0.0	$561.002200		46.00	12.20	View chart
Corteva Stock (CTVA)	0.0	$527.000100	NEW	11.00	47.91	View chart
Embecta Corp Stock (EMBC)	0.0	$510.999300		27.00	18.93	View chart
Blackrock Munihldgs Ny Qlty Cef (MHN)	0.0	$504.000000		48.00	10.50	View chart
Sarepta Therapeutics Stock (SRPT)	0.0	$482.000000		5.00	96.40	View chart
Pimco Mun Income Cef (PMF)	0.0	$354.999800		38.00	9.34	View chart
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC)	0.0	$246.999900		7.00	35.29	View chart
Zimvie Stock (ZIMV)	0.0	$178.000000		10.00	17.80	View chart
Conduent Stock (CNDT)	0.0	$146.000000		40.00	3.65	View chart
Tilray Brands Stock (TLRY)	0.0	$12.000000		5.00	2.40	View chart
Canopy Growth Corp Stock (CGC)	0.0	$5.000000	NEW	1.00	5.00	View chart
Aurora Cannabis Stock	0.0	$2.000000		4.00	0.50	View chart
First Rep Bk San Francisco Cal Stock (FRCB)	0.0	$0.998400		32.00	0.03	View chart

Past Filings by Mascoma Wealth Management

SEC 13F filings are viewable for Mascoma Wealth Management going back to 2016

Mascoma Wealth Management 2023 Q4 filed Jan. 24, 2024
Mascoma Wealth Management 2023 Q3 filed Oct. 13, 2023
Mascoma Wealth Management 2023 Q2 filed Aug. 9, 2023
Mascoma Wealth Management 2023 Q1 filed May 1, 2023
Mascoma Wealth Management 2022 Q4 restated filed Jan. 24, 2023
Mascoma Wealth Management 2022 Q4 filed Jan. 20, 2023
Mascoma Wealth Management 2022 Q3 filed Oct. 18, 2022
Mascoma Wealth Management 2022 Q2 filed July 14, 2022
Mascoma Wealth Management 2022 Q1 filed April 25, 2022
Mascoma Wealth Management 2021 Q4 filed Jan. 21, 2022
Mascoma Wealth Management 2021 Q3 filed Oct. 6, 2021
Mascoma Wealth Management 2021 Q2 filed July 6, 2021
Mascoma Wealth Management 2021 Q1 filed April 26, 2021
Mascoma Wealth Management 2020 Q4 filed Jan. 26, 2021
Mascoma Wealth Management 2019 Q3 filed Nov. 21, 2019
Mascoma Wealth Management 2019 Q2 filed July 29, 2019

View all past filings

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