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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, FBND, VEA, JCPB, and represent 47.27% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FELC, LLY, AGG, JUST, SPY, JIRE, MTUM, JPM, FBND, BRK.B.
Started 23 new stock positions in RY, C, CMG, BK, TMUS, RMD, COR, VSGX, EWJ, RACE. VEEV, CCL, CBOE, NFG, EFX, BSX, TSM, PCQ, ANET, GRMN, JUST, HIG, PSX.
Reduced shares in these 10 stocks: IVV, EAGG, IUSG, USMV, FDVV, VEA, NULV, DSI, ICSH, IJR.
Sold out of its positions in AMED, CDW, CHI, CLX, DVN, D, DOW, DOCS, JETS, ENB.
Mascoma Wealth Management was a net buyer of stock by $3.2M.
Mascoma Wealth Management has $454M in assets under management (AUM), dropping by 5.34%.
Central Index Key (CIK): 0001695664

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 457 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	17.0	$77M		115k	669.30	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	11.0	$50M		496k	100.25	View chart
Fidelity Total Bond Etf Etf (FBND)	7.6	$35M		748k	46.24	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	6.9	$31M		519k	59.92	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	4.8	$22M		463k	47.55	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	4.7	$21M		418k	50.73	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	4.6	$21M		189k	110.49	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	4.4	$20M	-2%	123k	164.54	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	3.2	$15M	+4%	389k	37.27	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	2.8	$13M	+4%	172k	73.54	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	2.2	$9.9M	-2%	78k	125.95	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.9	$8.7M		133k	65.26	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	1.9	$8.6M	+3%	86k	100.70	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.9	$8.4M		39k	215.79	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.8	$8.1M		68k	118.83	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.6	$7.1M	+7%	28k	256.45	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.4	$6.3M	-7%	131k	48.03	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.4	$6.2M	+2%	67k	92.98	View chart
Apple Stock (AAPL)	1.3	$5.9M		23k	254.63	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.2	$5.6M	+4%	120k	46.81	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	1.0	$4.6M		32k	145.60	View chart
Microsoft Corp Stock (MSFT)	0.9	$4.2M		8.1k	517.95	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.6	$2.6M		26k	99.45	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$2.4M		4.0k	612.45	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.5	$2.4M	-13%	25k	95.14	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.5	$2.4M		79k	30.29	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.4	$2.0M		24k	82.96	View chart
Howmet Aerospace Stock (HWM)	0.4	$2.0M		10k	196.23	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.4	$1.9M	-15%	35k	55.71	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.4	$1.8M	-10%	42k	43.83	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.6M	+32%	3.1k	502.74	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$1.4M	-7%	2.3k	600.25	View chart
Amazon Stock (AMZN)	0.3	$1.4M		6.2k	219.57	View chart
First Trust Water Etf Etf (FIW)	0.3	$1.3M		11k	112.35	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.2M	-3%	5.9k	203.59	View chart
Eli Lilly & Co Stock (LLY)	0.3	$1.2M	+119%	1.6k	762.82	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.3	$1.2M	+6%	26k	45.08	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$1.1M	+72%	3.6k	315.43	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.1M		5.8k	186.58	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$1.0M	+4%	4.2k	243.10	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$972k		3.3k	293.75	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$954k	+22%	22k	43.42	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$884k	+191%	1.3k	666.18	View chart
Costco Whsl Corp Stock (COST)	0.2	$872k		942.00	925.63	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.2	$783k		9.2k	84.83	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$659k		4.6k	142.10	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$653k		12k	56.47	View chart
Verizon Communications Stock (VZ)	0.1	$647k	+2%	15k	43.95	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$644k		877.00	734.38	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$598k		11k	57.10	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$585k		6.3k	93.37	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.1	$581k	NEW	6.2k	93.80	View chart
Lam Research Corp Stock (LRCX)	0.1	$561k		4.2k	133.90	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$543k		1.1k	485.02	View chart
Visa Inc Com Cl A Stock (V)	0.1	$533k	-2%	1.6k	341.38	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$524k		2.2k	241.96	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$504k		5.0k	99.95	View chart
Automatic Data Processing Stock (ADP)	0.1	$469k		1.6k	293.50	View chart
Rtx Corporation Stock (RTX)	0.1	$459k	+3%	2.7k	167.32	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$457k		6.8k	66.87	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$434k	-2%	1.7k	254.34	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$404k		5.0k	80.17	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$395k	-29%	7.8k	50.75	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$382k	-22%	6.4k	60.08	View chart
Home Depot Stock (HD)	0.1	$367k		905.00	405.24	View chart
Broadcom Stock (AVGO)	0.1	$366k	-22%	1.1k	329.91	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$359k		8.6k	41.58	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.1	$326k		3.4k	94.88	View chart
Ishares Ibonds 2025 Term High Yield & Income Etf Etf (IBHE)	0.1	$324k		14k	23.22	View chart
Tesla Stock (TSLA)	0.1	$318k	-3%	715.00	444.72	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$316k		2.6k	120.72	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$309k		6.8k	45.42	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$298k	-11%	4.4k	68.08	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$290k	+17%	1.2k	243.55	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.1	$281k		12k	23.09	View chart
Procter And Gamble Stock (PG)	0.1	$281k	-11%	1.8k	153.65	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$276k		5.5k	50.07	View chart
Chevron Corp Stock (CVX)	0.1	$274k		1.8k	155.29	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$274k		4.7k	58.62	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$263k	-16%	1.1k	235.00	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.1	$263k		2.7k	98.87	View chart
Pepsico Stock (PEP)	0.1	$262k	-2%	1.9k	140.44	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$259k		12k	22.52	View chart
Amgen Stock (AMGN)	0.1	$248k		880.00	282.28	View chart
Coca Cola Stock (KO)	0.1	$244k		3.7k	66.32	View chart
International Business Machs Stock (IBM)	0.1	$235k		831.00	282.20	View chart
Johnson & Johnson Stock (JNJ)	0.1	$230k	+9%	1.2k	185.42	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.1	$229k		10k	22.95	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$229k		2.6k	87.30	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$226k		8.9k	25.31	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$223k		1.9k	119.92	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.0	$212k		9.1k	23.36	View chart
Oracle Corp Stock (ORCL)	0.0	$206k		734.00	281.24	View chart
American Express Stock (AXP)	0.0	$206k		621.00	332.16	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$200k		900.00	222.17	View chart
Mcdonalds Corp Stock (MCD)	0.0	$199k	-5%	654.00	303.89	View chart
Unitedhealth Group Stock (UNH)	0.0	$189k		547.00	345.30	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$187k		399.00	468.41	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$187k	+477%	3.4k	54.18	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$187k	-6%	2.1k	88.15	View chart
Eastern Bankshares Stock (EBC)	0.0	$180k		9.9k	18.15	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$175k	+5%	3.3k	53.41	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$169k	+15%	764.00	220.83	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$167k		1.6k	104.51	View chart
Royce Small Cap Trust Cef (RVT)	0.0	$165k		10k	16.13	View chart
Royal Bk Cda Stock (RY)	0.0	$160k	NEW	1.1k	147.32	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$153k		2.4k	63.83	View chart
Tjx Cos Stock (TJX)	0.0	$150k	-12%	1.0k	144.57	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$147k	+68%	3.4k	43.85	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$143k		2.7k	53.04	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$135k		3.6k	37.62	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$135k	-2%	2.6k	52.81	View chart
Ge Aerospace Stock (GE)	0.0	$134k	+7%	444.00	301.07	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$132k		638.00	206.51	View chart
Kellanova Stock (K)	0.0	$132k		1.6k	82.02	View chart
Biogen Stock (BIIB)	0.0	$130k		925.00	140.08	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.0	$129k	NEW	1.9k	69.37	View chart
Dnp Select Income Cef (DNP)	0.0	$128k		13k	10.01	View chart
Salesforce Stock (CRM)	0.0	$120k		508.00	237.00	View chart
General Dynamics Corp Stock (GD)	0.0	$119k		350.00	341.00	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$119k	-24%	568.00	209.26	View chart
Grainger W W Stock (GWW)	0.0	$118k		124.00	952.96	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$118k		198.00	596.03	View chart
Xylem Stock (XYL)	0.0	$118k		800.00	147.50	View chart
Paychex Stock (PAYX)	0.0	$116k		917.00	126.79	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$116k	-42%	1.3k	89.34	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$114k		1.0k	112.75	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$113k		873.00	129.72	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$112k		225.00	499.21	View chart
Gilead Sciences Stock (GILD)	0.0	$111k		997.00	111.00	View chart
Eaton Corp Stock (ETN)	0.0	$108k		289.00	374.25	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$106k		1.3k	79.93	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$106k	-4%	544.00	194.58	View chart
Progressive Corp Stock (PGR)	0.0	$105k		425.00	246.95	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$105k		1.0k	104.80	View chart
Blackrock Stock (BLK)	0.0	$103k		88.00	1165.88	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$102k	-25%	180.00	568.81	View chart
Alcoa Corp Stock (AA)	0.0	$99k		3.0k	32.89	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$97k	+10%	1.7k	57.52	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$95k		3.4k	28.31	View chart
Emerson Elec Stock (EMR)	0.0	$95k		725.00	131.18	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$93k	-20%	1.3k	71.94	View chart
At&t Stock (T)	0.0	$93k	-9%	3.3k	28.24	View chart
Pfizer Stock (PFE)	0.0	$93k	+28%	3.6k	25.48	View chart
Abbvie Stock (ABBV)	0.0	$92k		397.00	231.54	View chart
Cisco Sys Stock (CSCO)	0.0	$91k		1.3k	68.42	View chart
Netflix Stock (NFLX)	0.0	$91k		76.00	1198.92	View chart
Ishares Gold Trust Etf (IAU)	0.0	$91k	-21%	1.3k	72.77	View chart
Deere & Co Stock (DE)	0.0	$89k	-3%	195.00	457.26	View chart
Illinois Tool Wks Stock (ITW)	0.0	$87k		334.00	260.76	View chart
Onespaworld Holdings Stock (OSW)	0.0	$87k		4.1k	21.14	View chart
S&p Global Stock (SPGI)	0.0	$85k		174.00	486.71	View chart
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH)	0.0	$81k		870.00	93.55	View chart
Intel Corp Stock (INTC)	0.0	$81k		2.4k	33.55	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$79k	+28%	638.00	124.34	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$79k	-14%	256.00	309.74	View chart
3M Stock (MMM)	0.0	$77k	+46%	499.00	155.18	View chart
Virtus Total Return Cef (ZTR)	0.0	$77k		12k	6.45	View chart
Idexx Labs Stock (IDXX)	0.0	$77k		120.00	638.89	View chart
Abbott Labs Stock (ABT)	0.0	$75k		562.00	133.94	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$74k	+677%	2.4k	30.46	View chart
Oneok Stock (OKE)	0.0	$73k		1.0k	72.97	View chart
American Elec Pwr Stock (AEP)	0.0	$72k	+6%	639.00	112.50	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$71k		788.00	90.02	View chart
The Cigna Group Stock (CI)	0.0	$71k		245.00	288.49	View chart
Essential Utils Stock (WTRG)	0.0	$71k		1.8k	39.90	View chart
Honeywell Intl Stock (HON)	0.0	$70k		333.00	210.50	View chart
Autozone Stock (AZO)	0.0	$69k	+6%	16.00	4290.25	View chart
Cohen & Steers Total Return Rl Cef (RFI)	0.0	$68k		5.7k	12.10	View chart
Equifax Stock (EFX)	0.0	$68k	NEW	266.00	256.53	View chart
Kroger Stock (KR)	0.0	$67k		998.00	67.41	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$67k		485.00	137.74	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$64k		86.00	746.63	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$64k		195.00	328.17	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$64k	-18%	987.00	64.40	View chart
Humana Stock (HUM)	0.0	$63k		242.00	260.17	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$62k		618.00	100.69	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$60k		839.00	71.37	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$60k		1.9k	31.42	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$59k		480.00	123.75	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$59k		519.00	113.88	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$57k		341.00	167.98	View chart
Walmart Stock (WMT)	0.0	$56k		545.00	103.06	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$56k		197.00	282.30	View chart
Disney Walt Stock (DIS)	0.0	$54k	+6%	472.00	114.53	View chart
Garmin Stock (GRMN)	0.0	$54k	NEW	219.00	246.22	View chart
Carrier Global Corporation Stock (CARR)	0.0	$54k	+12%	902.00	59.70	View chart
D R Horton Stock (DHI)	0.0	$53k	+358%	312.00	169.47	View chart
Ge Vernova Stock (GEV)	0.0	$53k		86.00	613.64	View chart
Stryker Corporation Stock (SYK)	0.0	$52k	-4%	140.00	369.67	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$52k		500.00	103.07	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$52k		644.00	79.95	View chart
Nuveen Mun Value Cef (NUV)	0.0	$51k		5.7k	8.98	View chart
Citigroup Stock (C)	0.0	$51k	NEW	500.00	101.50	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.0	$51k		3.2k	15.90	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$51k		426.00	118.44	View chart
M & T Bk Corp Stock (MTB)	0.0	$49k		248.00	197.71	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$48k		450.00	106.78	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$47k		420.00	111.47	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$46k		1.0k	46.41	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$44k		2.0k	22.38	View chart
Air Prods & Chems Stock (APD)	0.0	$44k	-13%	160.00	272.72	View chart
Labcorp Holdings Stock (LH)	0.0	$43k		150.00	287.06	View chart
Tractor Supply Stock (TSCO)	0.0	$43k		753.00	56.86	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$43k		1.1k	39.62	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$42k		510.00	82.58	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$40k		610.00	65.92	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$40k		111.00	356.58	View chart
Cvs Health Corp Stock (CVS)	0.0	$39k		523.00	75.39	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$39k	-44%	159.00	246.60	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$39k		406.00	96.55	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$39k		166.00	235.83	View chart
Agilent Technologies Stock (A)	0.0	$39k		300.00	128.35	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$38k		1.0k	36.55	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$38k	-12%	281.00	134.42	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$38k	-13%	718.00	52.33	View chart
Merck & Co Stock (MRK)	0.0	$37k	-24%	445.00	83.93	View chart
Watsco Stock (WSO)	0.0	$36k	-48%	90.00	404.30	View chart
Intercontinental Exchange Stock (ICE)	0.0	$36k	-2%	215.00	168.48	View chart
Caterpillar Stock (CAT)	0.0	$36k		75.00	477.15	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$36k		137.00	260.44	View chart
Nextera Energy Stock (NEE)	0.0	$34k		455.00	75.49	View chart
Sysco Corp Stock (SYY)	0.0	$34k		414.00	82.34	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$34k		575.00	58.21	View chart
Bank America Corp Stock (BAC)	0.0	$33k		647.00	51.59	View chart
Starbucks Corp Stock (SBUX)	0.0	$33k		393.00	84.60	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$33k		415.00	78.37	View chart
Ameriprise Finl Stock (AMP)	0.0	$32k		66.00	491.26	View chart
Wells Fargo Stock (WFC)	0.0	$32k		379.00	83.82	View chart
Mckesson Corp Stock (MCK)	0.0	$32k	-19%	41.00	772.54	View chart
Conocophillips Stock (COP)	0.0	$31k	+50%	332.00	94.59	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$31k		1.0k	31.27	View chart
Dte Energy Stock (DTE)	0.0	$30k		214.00	141.43	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$30k		465.00	65.01	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$30k		691.00	43.41	View chart
Spdr S&p Kensho Clean Power Etf Etf (CNRG)	0.0	$30k		352.00	84.17	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$28k		101.00	272.62	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$27k	+7%	300.00	91.43	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$27k	-41%	187.00	144.34	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$26k		111.00	238.17	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.0	$25k		488.00	51.50	View chart
Nike Inc Cl B Stock (NKE)	0.0	$25k		360.00	69.73	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$25k		503.00	49.83	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$25k		114.00	219.53	View chart
Halliburton Stock (HAL)	0.0	$25k		1.0k	24.60	View chart
Metlife Stock (MET)	0.0	$25k		300.00	82.37	View chart
National Fuel Gas Stock (NFG)	0.0	$24k	NEW	263.00	92.37	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$24k		75.00	323.12	View chart
Csx Corp Stock (CSX)	0.0	$24k		681.00	35.51	View chart
Travelers Companies Stock (TRV)	0.0	$24k		86.00	279.22	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$24k		168.00	142.41	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$24k		528.00	45.23	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	0.0	$24k		466.00	50.70	View chart
American Tower Corp Reit (AMT)	0.0	$23k		120.00	192.32	View chart
Reddit Inc Cl A Stock (RDDT)	0.0	$23k		100.00	229.99	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$23k		422.00	53.87	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$23k		56.00	402.43	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$21k		72.00	296.29	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$21k		424.00	49.85	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$21k	-51%	505.00	41.13	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$21k		217.00	95.47	View chart
Constellation Energy Corp Stock (CEG)	0.0	$20k		62.00	329.06	View chart
Applied Matls Stock (AMAT)	0.0	$20k		99.00	204.74	View chart
Astrazeneca Adr (AZN)	0.0	$20k		264.00	76.72	View chart
Vanguard Value Etf Etf (VTV)	0.0	$20k		108.00	185.92	View chart
Duke Energy Corp Stock (DUK)	0.0	$20k	-34%	162.00	123.75	View chart
Goldman Sachs Group Stock (GS)	0.0	$20k		25.00	796.36	View chart
Oreilly Automotive Stock (ORLY)	0.0	$19k		180.00	107.81	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$19k		1.6k	11.39	View chart
Packaging Corp Amer Stock (PKG)	0.0	$18k		84.00	217.93	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$18k		98.00	179.29	View chart
Union Pac Corp Stock (UNP)	0.0	$18k		74.00	236.36	View chart
Rockwell Automation Stock (ROK)	0.0	$18k		50.00	349.54	View chart
Parker-hannifin Corp Stock (PH)	0.0	$17k	+35%	23.00	758.13	View chart
Snap On Stock (SNA)	0.0	$17k		50.00	346.54	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$17k		189.00	89.64	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$17k	-72%	65.00	259.60	View chart
Lowes Cos Stock (LOW)	0.0	$17k		66.00	251.30	View chart
Texas Instrs Stock (TXN)	0.0	$17k		90.00	183.73	View chart
Fedex Corp Stock (FDX)	0.0	$17k		70.00	235.81	View chart
Booking Holdings Stock (BKNG)	0.0	$16k	+50%	3.00	5399.33	View chart
Morgan Stanley Stock (MS)	0.0	$16k		100.00	158.96	View chart
Ebay Stock (EBAY)	0.0	$16k		173.00	90.95	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$16k		78.00	201.53	View chart
Harley Davidson Stock (HOG)	0.0	$16k	+459%	559.00	27.90	View chart
First Solar Stock (FSLR)	0.0	$15k		69.00	220.54	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$15k		351.00	43.27	View chart
Eaton Vance Mun Bd Cef (EIM)	0.0	$15k		1.5k	9.94	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$15k	-65%	99.00	151.08	View chart
Builders Firstsource Stock (BLDR)	0.0	$15k		122.00	121.25	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$15k		300.00	48.47	View chart
Ecolab Stock (ECL)	0.0	$15k		53.00	273.87	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$14k		137.00	101.37	View chart
Paypal Hldgs Stock (PYPL)	0.0	$14k		206.00	67.06	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$14k		543.00	25.19	View chart
Invesco Mun Opportunity Tr Cef (VMO)	0.0	$14k		1.4k	9.67	View chart
Baxter Intl Stock (BAX)	0.0	$14k		592.00	22.77	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.0	$13k		1.1k	12.56	View chart
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA)	0.0	$13k	+64%	329.00	40.75	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$13k		175.00	76.40	View chart
Blackrock Muni Income Tr Ii Cef (BLE)	0.0	$13k		1.3k	10.45	View chart
General Mtrs Stock (GM)	0.0	$13k		211.00	61.00	View chart
Brunswick Corp Stock (BC)	0.0	$13k		200.00	63.24	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$13k	+290%	215.00	58.72	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$13k		104.00	119.74	View chart
Adobe Stock (ADBE)	0.0	$12k		35.00	352.74	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.0	$12k		1.2k	10.33	View chart
Sherwin Williams Stock (SHW)	0.0	$12k	-35%	35.00	346.26	View chart
Dt Midstream Stock (DTM)	0.0	$12k		107.00	113.06	View chart
First Trust Consumer Discretionary Alphadex Fund Etf (FXD)	0.0	$12k		177.00	68.22	View chart
Spdr S&p Bank Etf Etf (KBE)	0.0	$12k		200.00	59.42	View chart
Danaher Corporation Stock (DHR)	0.0	$12k	-76%	59.00	198.25	View chart
Capital One Finl Corp Stock (COF)	0.0	$12k		55.00	212.58	View chart
State Str Corp Stock (STT)	0.0	$12k		100.00	116.01	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$12k		79.00	145.65	View chart
Us Bancorp Del Stock (USB)	0.0	$11k	-19%	235.00	48.33	View chart
Blackstone Stock (BX)	0.0	$11k		66.00	170.85	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$11k		462.00	23.12	View chart
Palo Alto Networks Stock (PANW)	0.0	$11k		52.00	203.62	View chart
Ford Mtr Stock (F)	0.0	$11k		882.00	11.96	View chart
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB)	0.0	$11k		225.00	46.69	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$10k	-60%	228.00	45.09	View chart
Price T Rowe Group Stock (TROW)	0.0	$10k		100.00	102.64	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$10k		98.00	103.72	View chart
Pimco Rafi Dynamic Multi-factor International Equity Etf Etf (MFDX)	0.0	$10k		273.00	37.15	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$10k		135.00	74.93	View chart
Hershey Stock (HSY)	0.0	$10k		54.00	187.06	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$10k		72.00	140.06	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$9.9k		100.00	98.50	View chart
Blackrock Munivest Cef (MVF)	0.0	$9.8k		1.4k	6.86	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$9.8k		799.00	12.29	View chart
L3harris Technologies Stock (LHX)	0.0	$9.5k		31.00	305.42	View chart
Mfs High Income Mun Tr Sh Ben Int Cef (CXE)	0.0	$9.4k		2.5k	3.72	View chart
Novartis Adr (NVS)	0.0	$8.6k		67.00	128.24	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$8.5k		125.00	68.12	View chart
Exelon Corp Stock (EXC)	0.0	$8.5k		188.00	45.01	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$8.4k	NEW	30.00	279.30	View chart
Tetra Tech Stock (TTEK)	0.0	$8.3k		250.00	33.38	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$8.3k		84.00	98.60	View chart
Ishares Esg Aware 40/60 Moderate Allocation Etf Etf (EAOM)	0.0	$8.3k		276.00	29.95	View chart
Chubb Stock (CB)	0.0	$8.2k		29.00	282.24	View chart
Target Corp Stock (TGT)	0.0	$8.1k		90.00	89.70	View chart
Kraneshares Global Carbon Strategy Etf Etf (KRBN)	0.0	$8.0k		248.00	32.40	View chart
Colgate Palmolive Stock (CL)	0.0	$8.0k		100.00	79.94	View chart
Hasbro Stock (HAS)	0.0	$8.0k		105.00	75.85	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$7.9k		54.00	146.31	View chart
Fastenal Stock (FAST)	0.0	$7.7k		158.00	49.04	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$7.6k		38.00	200.92	View chart
Blackrock Calif Mun Income Tr Sh Ben Int Cef (BFZ)	0.0	$7.6k		691.00	10.95	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$7.4k		162.00	45.78	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.0	$7.3k		183.00	40.16	View chart
Phillips 66 Stock (PSX)	0.0	$7.3k	NEW	54.00	136.02	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$7.3k		39.00	187.72	View chart
Analog Devices Stock (ADI)	0.0	$7.1k		29.00	245.69	View chart
Arista Networks Stock (ANET)	0.0	$7.0k	NEW	48.00	145.71	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$6.9k		14.00	490.36	View chart
Carlisle Cos Stock (CSL)	0.0	$6.6k		20.00	328.95	View chart
Dover Corp Stock (DOV)	0.0	$6.5k		39.00	166.82	View chart
Solventum Corp Stock (SOLV)	0.0	$6.2k		85.00	73.00	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.0	$6.1k		128.00	47.58	View chart
Xcel Energy Stock (XEL)	0.0	$6.0k		75.00	80.65	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$6.0k		500.00	12.01	View chart
Motorola Solutions Stock (MSI)	0.0	$5.9k		13.00	457.31	View chart
Berkley W R Corp Stock (WRB)	0.0	$5.7k	-93%	75.00	76.63	View chart
Cintas Corp Stock (CTAS)	0.0	$5.7k	-17%	28.00	205.25	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$5.6k	NEW	70.00	80.21	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$5.5k		14.00	391.64	View chart
Intuit Stock (INTU)	0.0	$5.5k		8.00	682.88	View chart
Autodesk Stock (ADSK)	0.0	$5.4k		17.00	317.65	View chart
Millerknoll Stock (MLKN)	0.0	$5.3k		300.00	17.74	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$5.2k		108.00	48.07	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$5.2k		209.00	24.72	View chart
Makemytrip Limited Mauritius Stock (MMYT)	0.0	$5.1k		55.00	93.60	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$5.1k		16.00	320.06	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$5.1k		38.00	134.66	View chart
Ishares Esg Aware 60/40 Balanced Allocation Etf Etf (EAOR)	0.0	$5.1k		146.00	34.91	View chart
Annaly Capital Management Reit (NLY)	0.0	$5.1k		250.00	20.21	View chart
Martin Marietta Matls Stock (MLM)	0.0	$5.0k		8.00	630.25	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$5.0k		28.00	176.82	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$4.9k		419.00	11.69	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$4.7k		15.00	310.40	View chart
Fortis Stock (FTS)	0.0	$4.6k		91.00	50.74	View chart
Diageo Adr (DEO)	0.0	$4.6k		48.00	95.44	View chart
Blackrock Muniyield Cef (MYD)	0.0	$4.4k		421.00	10.56	View chart
Sturm Ruger & Co Stock (RGR)	0.0	$4.3k		100.00	43.47	View chart
Sonoco Prods Stock (SON)	0.0	$4.3k		100.00	43.09	View chart
Microchip Technology Stock (MCHP)	0.0	$4.2k		66.00	64.23	View chart
Qualcomm Stock (QCOM)	0.0	$4.2k		25.00	166.36	View chart
Exelixis Stock (EXEL)	0.0	$4.1k		100.00	41.30	View chart
Realty Income Corp Reit (O)	0.0	$4.1k		67.00	60.79	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$4.0k		670.00	6.04	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$4.0k		96.00	42.12	View chart
Intuitive Surgical Stock (ISRG)	0.0	$4.0k	+80%	9.00	447.22	View chart
Uber Technologies Stock (UBER)	0.0	$3.9k		40.00	97.97	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$3.9k		54.00	71.54	View chart
Blackrock Muniyield Quality Cef (MQT)	0.0	$3.8k		383.00	10.03	View chart
Olin Corp Com Par $1 Stock (OLN)	0.0	$3.7k		150.00	24.99	View chart
Alliancebernstein Natl Mun Inm Cef (AFB)	0.0	$3.7k		345.00	10.85	View chart
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL)	0.0	$3.7k		3.00	1234.33	View chart
Federated Hermes Prem Muni Inm Cef (FMN)	0.0	$3.7k		333.00	11.04	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$3.6k		33.00	109.94	View chart
Bny Mellon Strategic Muns Cef (LEO)	0.0	$3.5k		557.00	6.25	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$3.4k	-50%	35.00	97.09	View chart
Blackrock Munivest Fd Ii Cef (MVT)	0.0	$3.4k		319.00	10.63	View chart
Bny Mellon Strategic Mun Bd Cef (DSM)	0.0	$3.3k		565.00	5.92	View chart
Trump Media & Technology Group Stock (DJT)	0.0	$3.3k		200.00	16.42	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.0	$3.2k		320.00	10.12	View chart
Invesco Advantage Mun Income T Sh Ben Int Cef (VKI)	0.0	$3.2k		364.00	8.77	View chart
Stanley Black & Decker Stock (SWK)	0.0	$3.2k		43.00	73.77	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$2.9k		200.00	14.68	View chart
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU)	0.0	$2.9k		844.00	3.47	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$2.9k		3.00	968.00	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$2.6k		40.00	64.80	View chart
Monster Beverage Corp Stock (MNST)	0.0	$2.6k		38.00	67.32	View chart
Walker & Dunlop Stock (WD)	0.0	$2.5k		30.00	83.63	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$2.5k		75.00	32.89	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$2.5k		100.00	24.63	View chart
Tko Group Holdings Inc Cl A Stock (TKO)	0.0	$2.4k		12.00	202.00	View chart
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN)	0.0	$2.3k		10.00	226.90	View chart
Pimco Calif Mun Income Cef (PCQ)	0.0	$2.2k	NEW	252.00	8.72	View chart
Viatris Stock (VTRS)	0.0	$2.2k	+16%	217.00	9.92	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$2.0k	NEW	50.00	39.20	View chart
Ferrari N V Stock (RACE)	0.0	$1.9k	NEW	4.00	485.25	View chart
Archer Aviation Inc Com Cl A Stock (ACHR)	0.0	$1.9k		200.00	9.58	View chart
Bank Of Nt Butterfield&son Stock (NTB)	0.0	$1.7k		40.00	42.92	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$1.7k		7.00	236.00	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$1.6k		42.00	39.21	View chart
Wabtec Stock (WAB)	0.0	$1.6k	+166%	8.00	200.50	View chart
Equinix Reit (EQIX)	0.0	$1.6k	-83%	2.00	783.00	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$1.5k	NEW	5.00	298.00	View chart
Cboe Global Mkts Stock (CBOE)	0.0	$1.5k	NEW	6.00	245.33	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$1.5k		14.00	104.43	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$1.4k	NEW	50.00	28.92	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$1.3k	NEW	12.00	109.00	View chart
Dolby Laboratories Inc Com Cl A Stock (DLB)	0.0	$1.3k		18.00	72.39	View chart
Fortrea Hldgs Stock (FTRE)	0.0	$1.3k		150.00	8.42	View chart
Lululemon Athletica Stock (LULU)	0.0	$1.2k		7.00	178.00	View chart
Sun Life Financial Stock (SLF)	0.0	$1.2k		20.00	59.95	View chart
Boston Scientific Corp Stock (BSX)	0.0	$976.000000	NEW	10.00	97.60	View chart
Appian Corp Cl A Stock (APPN)	0.0	$917.001000		30.00	30.57	View chart
Ionis Pharmaceuticals Stock (IONS)	0.0	$916.000400		14.00	65.43	View chart
Resmed Stock (RMD)	0.0	$821.000100	NEW	3.00	273.67	View chart
Hartford Insurance Group Stock (HIG)	0.0	$799.999800	NEW	6.00	133.33	View chart
Five9 Stock (FIVN)	0.0	$726.000000		30.00	24.20	View chart
T-mobile Us Stock (TMUS)	0.0	$717.999900	NEW	3.00	239.33	View chart
Hancock John Invt Tr Ii Cef (JHI)	0.0	$700.000000		50.00	14.00	View chart
Kyndryl Hldgs Stock (KD)	0.0	$630.999600		21.00	30.05	View chart
Cencora Stock (COR)	0.0	$625.000000	NEW	2.00	312.50	View chart
Stitch Fix Inc Com Cl A Stock (SFIX)	0.0	$304.997000		70.00	4.36	View chart
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC)	0.0	$288.000300		7.00	41.14	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$190.000000		2.00	95.00	View chart
Zimvie Stock (ZIMV)	0.0	$189.000000		10.00	18.90	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$136.999800	-96%	7.00	19.57	View chart
Baozun Adr (BZUN)	0.0	$122.001000		30.00	4.07	View chart
Conduent Stock (CNDT)	0.0	$112.000000		40.00	2.80	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$92.000000		1.00	92.00	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$79.000000		1.00	79.00	View chart

Past Filings by Mascoma Wealth Management

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

Mascoma Wealth Management 2025 Q3 filed Oct. 28, 2025
Mascoma Wealth Management 2025 Q2 filed July 22, 2025
Mascoma Wealth Management 2025 Q1 filed April 24, 2025
Mascoma Wealth Management 2024 Q4 filed Feb. 10, 2025
Mascoma Wealth Management 2024 Q3 filed Nov. 5, 2024
Mascoma Wealth Management 2024 Q2 filed Aug. 2, 2024
Mascoma Wealth Management 2024 Q1 filed May 2, 2024
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

View all past filings

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