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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 47.95% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGG, FBND, JCPB, IVV, VEA, SHV, JPST, JIRE, FUTY, FELC.
Started 67 new stock positions in MPC, BA, BDX, AMD, WELL, KKR, MU, D, SOLS, AZN.
Reduced shares in these 10 stocks: IUSG, IBHE, CVX, IBTF, FDVV, AAPL, K, RTX, AMZN, SUSB.
Sold out of its positions in AFB, APPN, AstraZeneca, LEO, BZUN, DSM, CBOE, DJT, EIM, EPD.
Mascoma Wealth Management was a net buyer of stock by $6.9M.
Mascoma Wealth Management has $466M in assets under management (AUM), dropping by 2.78%.
Central Index Key (CIK): 0001695664

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 495 positions in its portfolio as reported in the December 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)	17.1	$80M		117k	684.94	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	11.0	$51M	+3%	514k	99.88	View chart
Fidelity Total Bond Etf Etf (FBND)	7.7	$36M	+4%	783k	46.04	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.1	$33M	+2%	531k	62.47	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	5.0	$23M	+5%	489k	47.35	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	4.7	$22M	+2%	430k	50.59	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	4.6	$22M	+3%	195k	110.15	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	4.3	$20M	-2%	120k	167.94	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	3.3	$15M	+2%	398k	38.17	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	2.8	$13M	+2%	177k	74.88	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	2.2	$10M		79k	128.83	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.9	$8.9M		135k	66.00	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.9	$8.9M	+3%	40k	219.78	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	1.8	$8.6M		85k	100.38	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.8	$8.4M		70k	120.18	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.5	$7.1M	+2%	29k	250.31	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.4	$6.4M		68k	95.09	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.4	$6.4M	+2%	134k	47.85	View chart
Apple Stock (AAPL)	1.3	$6.1M	-2%	23k	271.86	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.2	$5.8M	+2%	123k	46.81	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	1.0	$4.8M	+2%	33k	148.98	View chart
Microsoft Corp Stock (MSFT)	0.8	$3.9M		8.1k	483.60	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.5	$2.5M		26k	97.80	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$2.5M		4.0k	627.11	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.5	$2.4M		78k	30.20	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.5	$2.3M	-3%	24k	94.16	View chart
Howmet Aerospace Stock (HWM)	0.4	$2.1M		10k	205.02	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.4	$2.0M	+3%	25k	82.82	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.4	$1.9M		42k	45.05	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.4	$1.8M	-8%	32k	56.69	View chart
Eli Lilly & Co Stock (LLY)	0.4	$1.6M	-2%	1.5k	1074.42	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.5M		3.1k	502.65	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$1.4M		2.3k	614.23	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$1.3M		4.2k	312.98	View chart
Amazon Stock (AMZN)	0.3	$1.3M	-8%	5.7k	230.82	View chart
First Trust Water Etf Etf (FIW)	0.3	$1.2M	+2%	12k	108.64	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.2M		5.9k	210.34	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.3	$1.2M	+3%	27k	45.98	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$1.2M		3.6k	322.22	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.1M	+4%	6.0k	186.51	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$985k	+54%	18k	55.22	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$947k		3.3k	290.26	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$916k	-5%	21k	44.17	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	0.2	$905k		1.3k	681.92	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$802k		930.00	862.34	View chart
Lam Research Corp Stock (LRCX)	0.2	$720k		4.2k	171.18	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.2	$701k	-12%	8.1k	86.25	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$638k	-2%	4.5k	141.14	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$637k		1.1k	579.45	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$602k		6.3k	96.03	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.1	$598k		6.2k	96.70	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$592k	+2%	897.00	660.09	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$583k	-2%	10k	57.24	View chart
Visa Inc Com Cl A Stock (V)	0.1	$539k		1.5k	350.71	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$533k		2.2k	246.16	View chart
Verizon Communications Stock (VZ)	0.1	$529k	-11%	13k	40.73	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$486k	-4%	6.5k	74.28	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$476k	-7%	4.6k	102.54	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$431k	-2%	1.7k	258.01	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$416k		5.0k	82.48	View chart
Automatic Data Processing Stock (ADP)	0.1	$406k		1.6k	257.23	View chart
Broadcom Stock (AVGO)	0.1	$397k	+3%	1.1k	346.10	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$396k		6.4k	62.15	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$389k	+4%	1.2k	313.80	View chart
Rtx Corporation Stock (RTX)	0.1	$377k	-24%	2.1k	183.37	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$371k	-5%	7.3k	50.58	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.1	$356k		8.6k	41.27	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.1	$337k		3.4k	97.94	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$323k		2.6k	123.26	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$312k		6.8k	45.89	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$298k		4.3k	69.42	View chart
Tesla Stock (TSLA)	0.1	$292k	-9%	649.00	449.72	View chart
Amgen Stock (AMGN)	0.1	$290k		885.00	327.40	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.1	$283k		12k	23.19	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$271k	-5%	4.4k	61.02	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$271k		1.1k	241.28	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$263k	-4%	5.2k	50.29	View chart
Home Depot Stock (HD)	0.1	$256k	-17%	743.00	344.16	View chart
International Business Machs Stock (IBM)	0.1	$249k		841.00	296.26	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$248k	-3%	11k	22.47	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$236k		2.6k	89.46	View chart
Johnson & Johnson Stock (JNJ)	0.1	$235k	-8%	1.1k	206.95	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$231k	+135%	4.0k	58.12	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$221k		1.9k	118.75	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.0	$218k	-4%	9.5k	22.88	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$207k	+2%	922.00	224.67	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.0	$203k	-22%	2.1k	98.56	View chart
Mcdonalds Corp Stock (MCD)	0.0	$200k		654.00	305.63	View chart
American Express Stock (AXP)	0.0	$197k	-14%	533.00	369.95	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$189k		399.00	473.30	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$185k		3.4k	53.76	View chart
Royal Bk Cda Stock (RY)	0.0	$185k		1.1k	170.49	View chart
Eastern Bankshares Stock (EBC)	0.0	$183k		9.9k	18.43	View chart
Unitedhealth Group Stock (UNH)	0.0	$182k		550.00	330.11	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$179k		3.3k	54.72	View chart
Procter & Gamble Stock (PG)	0.0	$176k	-32%	1.2k	143.31	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$171k		1.6k	106.70	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$170k	-10%	1.9k	89.54	View chart
Coca Cola Stock (KO)	0.0	$168k	-34%	2.4k	69.91	View chart
Pepsico Stock (PEP)	0.0	$167k	-37%	1.2k	143.52	View chart
Royce Small Cap Trust Cef (RVT)	0.0	$165k		10k	16.10	View chart
Biogen Stock (BIIB)	0.0	$163k		925.00	175.99	View chart
Tjx Cos Stock (TJX)	0.0	$161k		1.0k	153.65	View chart
Alcoa Corp Stock (AA)	0.0	$159k		3.0k	53.14	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$154k		2.4k	64.04	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$150k		3.4k	44.65	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$146k	-12%	665.00	219.71	View chart
Oracle Corp Stock (ORCL)	0.0	$146k		748.00	194.91	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$145k	+7%	2.8k	52.63	View chart
Salesforce Stock (CRM)	0.0	$137k		518.00	264.91	View chart
Ge Aerospace Stock (GE)	0.0	$137k		445.00	308.29	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$135k		638.00	212.07	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.0	$133k		1.9k	71.62	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$130k		3.6k	36.21	View chart
Dnp Select Income Cef (DNP)	0.0	$128k		13k	9.99	View chart
Ww Grainger Stock (GWW)	0.0	$125k		124.00	1009.05	View chart
Gilead Sciences Stock (GILD)	0.0	$124k		1.0k	122.74	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$122k		568.00	214.69	View chart
General Dynamics Corp Stock (GD)	0.0	$120k		355.00	336.66	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$119k		198.00	603.28	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$115k		873.00	131.59	View chart
Xylem Stock (XYL)	0.0	$109k		800.00	136.18	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$108k	-23%	2.0k	52.88	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$108k		544.00	198.77	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$108k	-52%	4.3k	25.24	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$106k		1.3k	79.73	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$104k	-4%	214.00	483.67	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$103k		1.0k	103.13	View chart
Paychex Stock (PAYX)	0.0	$103k		919.00	112.21	View chart
Ishares Gold Trust Etf (IAU)	0.0	$102k		1.3k	81.17	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$101k	-17%	835.00	120.34	View chart
Progressive Corp Stock (PGR)	0.0	$98k		432.00	227.72	View chart
Emerson Elec Stock (EMR)	0.0	$98k		735.00	132.72	View chart
Cisco Sys Stock (CSCO)	0.0	$97k	-5%	1.3k	77.03	View chart
Abbvie Stock (ABBV)	0.0	$95k	+4%	416.00	228.49	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$95k	+2%	3.4k	27.49	View chart
Blackrock Stock (BLK)	0.0	$94k		88.00	1070.34	View chart
Eaton Corp Stock (ETN)	0.0	$94k	+2%	295.00	318.51	View chart
S&p Global Stock (SPGI)	0.0	$93k	+2%	178.00	522.59	View chart
Intel Corp Stock (INTC)	0.0	$93k	+3%	2.5k	36.90	View chart
Deere & Co Stock (DE)	0.0	$93k	+2%	199.00	465.57	View chart
Onespaworld Holdings Stock (OSW)	0.0	$85k		4.1k	20.74	View chart
3M Stock (MMM)	0.0	$82k	+2%	509.00	160.10	View chart
Idexx Labs Stock (IDXX)	0.0	$81k		120.00	676.53	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$79k	-11%	1.1k	69.74	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$79k	+23%	1.2k	65.01	View chart
Netflix Stock (NFLX)	0.0	$76k	+961%	807.00	93.76	View chart
Virtus Total Return Cef (ZTR)	0.0	$75k		12k	6.30	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$74k		788.00	94.36	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$74k	-28%	129.00	570.88	View chart
Abbott Labs Stock (ABT)	0.0	$73k	+3%	583.00	125.29	View chart
Pfizer Stock (PFE)	0.0	$71k	-21%	2.9k	24.90	View chart
American Elec Pwr Stock (AEP)	0.0	$71k	-4%	611.00	115.31	View chart
The Cigna Group Stock (CI)	0.0	$69k	+2%	250.00	275.45	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$69k		485.00	141.16	View chart
Essential Utils Stock (WTRG)	0.0	$68k		1.8k	38.36	View chart
Honeywell Intl Stock (HON)	0.0	$67k	+2%	341.00	195.09	View chart
Walmart Stock (WMT)	0.0	$66k	+8%	593.00	111.41	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$65k		195.00	335.27	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$65k		86.00	753.78	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$64k		638.00	100.89	View chart
Cohen & Steers Total Return Cef (RFI)	0.0	$62k		5.7k	11.05	View chart
Kroger Stock (KR)	0.0	$62k		998.00	62.48	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$62k		618.00	100.34	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$62k		839.00	73.56	View chart
Citigroup Stock (C)	0.0	$61k	+4%	522.00	116.69	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$61k		644.00	94.20	View chart
At&t Stock (T)	0.0	$61k	-25%	2.4k	24.84	View chart
Illinois Tool Wks Stock (ITW)	0.0	$60k	-26%	245.00	246.30	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$60k		341.00	175.57	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$59k		519.00	113.92	View chart
Equifax Stock (EFX)	0.0	$58k		266.00	216.98	View chart
Ge Vernova Stock (GEV)	0.0	$57k	+2%	88.00	652.26	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$57k	+100%	395.00	143.83	View chart
Humana Stock (HUM)	0.0	$54k	-13%	210.00	256.13	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$52k	-9%	1.2k	44.71	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$52k		500.00	104.07	View chart
Nuveen Mun Value Cef (NUV)	0.0	$52k		5.7k	9.06	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$52k		426.00	120.96	View chart
Autozone Stock (AZO)	0.0	$51k	-6%	15.00	3391.53	View chart
Stryker Corporation Stock (SYK)	0.0	$51k	+2%	144.00	351.47	View chart
M & T Bk Corp Stock (MTB)	0.0	$50k		250.00	201.25	View chart
Merck & Co Stock (MRK)	0.0	$50k	+6%	472.00	105.26	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.0	$49k		3.2k	15.34	View chart
Caterpillar Stock (CAT)	0.0	$46k	+8%	81.00	572.86	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$46k		1.0k	46.29	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$46k		420.00	110.19	View chart
D R Horton Stock (DHI)	0.0	$45k		312.00	144.03	View chart
Chevron Corp Stock (CVX)	0.0	$45k	-83%	293.00	152.31	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$44k		2.0k	22.36	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$44k		1.1k	41.22	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$43k	+2%	140.00	310.24	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$43k		510.00	84.64	View chart
Cvs Health Corp Stock (CVS)	0.0	$43k	+3%	542.00	79.36	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$42k	-25%	1.4k	29.89	View chart
Carrier Global Corporation Stock (CARR)	0.0	$42k	-11%	802.00	52.84	View chart
Invesco Short Term Treasury Etf Etf (TBLL)	0.0	$42k	NEW	394.00	105.65	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$41k		610.00	67.22	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$41k		1.0k	39.45	View chart
Agilent Technologies Stock (A)	0.0	$41k		300.00	136.07	View chart
Air Prods & Chems Stock (APD)	0.0	$40k		163.00	247.02	View chart
Bank America Corp Stock (BAC)	0.0	$40k	+12%	728.00	55.00	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$40k	-6%	149.00	268.30	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$40k		166.00	239.64	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$39k		406.00	96.27	View chart
Wells Fargo & Co Stock (WFC)	0.0	$39k	+10%	417.00	93.20	View chart
Nextera Energy Stock (NEE)	0.0	$38k	+5%	478.00	80.28	View chart
Tractor Supply Stock (TSCO)	0.0	$38k		753.00	50.01	View chart
Labcorp Holdings Stock (LH)	0.0	$38k		150.00	250.88	View chart
Intercontinental Exchange Stock (ICE)	0.0	$37k	+5%	226.00	161.96	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$36k	-45%	140.00	258.79	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$34k		575.00	59.54	View chart
Starbucks Corp Stock (SBUX)	0.0	$34k	+3%	406.00	84.21	View chart
Mckesson Corp Stock (MCK)	0.0	$34k		41.00	820.29	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$34k	-14%	95.00	352.88	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$33k	-31%	309.00	106.70	View chart
Ameriprise Finl Stock (AMP)	0.0	$32k		66.00	490.33	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$32k		415.00	77.68	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$32k		187.00	168.80	View chart
State Street Spdr S&p Kensho Clean Power Etf Etf (CNRG)	0.0	$32k		352.00	89.48	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$31k	-14%	240.00	130.08	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$31k		465.00	67.13	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$31k	-10%	640.00	48.12	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$31k		691.00	44.34	View chart
Sysco Corp Stock (SYY)	0.0	$31k		414.00	73.69	View chart
Halliburton Stock (HAL)	0.0	$29k		1.0k	28.26	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$28k		101.00	276.18	View chart
Disney Walt Stock (DIS)	0.0	$28k	-48%	244.00	113.82	View chart
Applied Matls Stock (AMAT)	0.0	$28k	+9%	108.00	256.99	View chart
Dte Energy Stock (DTE)	0.0	$28k		214.00	128.98	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$27k	+4%	78.00	350.55	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$27k	+4%	119.00	227.51	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$27k	-59%	196.00	135.14	View chart
Travelers Companies Stock (TRV)	0.0	$26k	+4%	90.00	290.06	View chart
Csx Corp Stock (CSX)	0.0	$26k	+5%	718.00	36.25	View chart
Goldman Sachs Group Stock (GS)	0.0	$26k	+16%	29.00	879.00	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.0	$25k		488.00	51.26	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$25k		503.00	49.59	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$25k		530.00	46.95	View chart
Metlife Stock (MET)	0.0	$25k	+5%	315.00	78.94	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$25k		111.00	223.17	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$24k	NEW	264.00	91.93	View chart
Constellation Energy Corp Stock (CEG)	0.0	$24k	+8%	67.00	353.27	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	0.0	$24k		466.00	50.47	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$23k		56.00	412.77	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$23k		422.00	54.77	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$23k		168.00	136.94	View chart
Reddit Inc Cl A Stock (RDDT)	0.0	$23k		100.00	229.87	View chart
Nike Inc Cl B Stock (NKE)	0.0	$23k		360.00	63.71	View chart
Conocophillips Stock (COP)	0.0	$22k	-29%	235.00	93.61	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$22k	-16%	250.00	87.35	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$22k		505.00	42.96	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$22k		217.00	99.91	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$22k		72.00	298.38	View chart
National Fuel Gas Stock (NFG)	0.0	$21k		263.00	80.06	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$21k		424.00	49.20	View chart
Vanguard Value Etf Etf (VTV)	0.0	$21k		109.00	190.59	View chart
Duke Energy Corp Stock (DUK)	0.0	$21k	+8%	176.00	117.21	View chart
Morgan Stanley Stock (MS)	0.0	$21k	+16%	116.00	177.53	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$20k		98.00	206.52	View chart
Parker-hannifin Corp Stock (PH)	0.0	$20k		23.00	878.96	View chart
Rockwell Automation Stock (ROK)	0.0	$20k		50.00	389.08	View chart
Union Pac Corp Stock (UNP)	0.0	$19k	+10%	82.00	231.32	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$19k		1.6k	11.63	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$19k		65.00	287.85	View chart
General Mtrs Stock (GM)	0.0	$18k	+7%	226.00	81.15	View chart
Lowes Cos Stock (LOW)	0.0	$18k	+13%	75.00	241.16	View chart
First Solar Stock (FSLR)	0.0	$18k		69.00	261.23	View chart
Oreilly Automotive Stock (ORLY)	0.0	$18k	+6%	192.00	91.21	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$17k		189.00	92.25	View chart
Packaging Corp Amer Stock (PKG)	0.0	$17k		84.00	206.23	View chart
Snap On Stock (SNA)	0.0	$17k		50.00	344.60	View chart
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH)	0.0	$16k	-80%	174.00	93.35	View chart
Marsh & Mclennan Cos Stock	0.0	$16k	+8%	85.00	185.52	View chart
Capital One Finl Corp Stock (COF)	0.0	$16k	+16%	64.00	242.36	View chart
Fedex Corp Stock (FDX)	0.0	$15k	-24%	53.00	288.87	View chart
Booking Holdings Stock (BKNG)	0.0	$15k		3.00	5071.33	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$15k		99.00	153.02	View chart
Danaher Corporation Stock (DHR)	0.0	$15k	+11%	66.00	228.92	View chart
Ebay Stock (EBAY)	0.0	$15k		173.00	87.10	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$15k		351.00	42.85	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$15k		175.00	85.77	View chart
Ecolab Stock (ECL)	0.0	$15k	+7%	57.00	262.53	View chart
Brunswick Corp Stock (BC)	0.0	$15k		200.00	74.24	View chart
Us Bancorp Del Stock (USB)	0.0	$15k	+15%	271.00	53.36	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$14k		300.00	48.09	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$14k		137.00	103.67	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$14k	+11%	254.00	53.93	View chart
Adobe Stock (ADBE)	0.0	$14k	+11%	39.00	350.00	View chart
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA)	0.0	$14k		329.00	41.35	View chart
Invesco Mun Opportunity Tr Cef (VMO)	0.0	$14k		1.4k	9.57	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.0	$13k		1.1k	12.58	View chart
Paypal Hldgs Stock (PYPL)	0.0	$13k	+10%	227.00	58.38	View chart
Blackrock Muni Income Tr Ii Cef (BLE)	0.0	$13k		1.3k	10.44	View chart
State Str Corp Stock (STT)	0.0	$13k		100.00	129.01	View chart
Dt Midstream Stock (DTM)	0.0	$13k		107.00	119.68	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.0	$13k		1.2k	10.70	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$13k		105.00	119.87	View chart
Builders Firstsource Stock (BLDR)	0.0	$13k		122.00	102.89	View chart
Ford Mtr Stock (F)	0.0	$13k	+7%	950.00	13.12	View chart
State Street Spdr S&p Bank Etf Etf (KBE)	0.0	$12k		200.00	60.69	View chart
First Trust Consumer Discretionary Alphadex Fund Etf (FXD)	0.0	$12k		177.00	68.37	View chart
Blackstone Stock (BX)	0.0	$12k	+16%	77.00	154.14	View chart
Palo Alto Networks Stock (PANW)	0.0	$11k	+19%	62.00	184.19	View chart
Baxter Intl Stock (BAX)	0.0	$11k		592.00	19.11	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$11k	-6%	74.00	148.69	View chart
Chubb Stock (CB)	0.0	$11k	+17%	34.00	312.12	View chart
L3harris Technologies Stock (LHX)	0.0	$11k	+16%	36.00	293.58	View chart
Pimco Rafi Dynamic Multi-factor International Equity Etf Etf (MFDX)	0.0	$11k		274.00	38.47	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$11k	-5%	128.00	81.84	View chart
Ishares Esg Aware 60/40 Balanced Allocation Etf Etf (EAOR)	0.0	$10k	+102%	295.00	35.31	View chart
Price T Rowe Group Stock (TROW)	0.0	$10k		100.00	102.38	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$10k		799.00	12.66	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$10k		98.00	102.76	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$10k		72.00	139.17	View chart
Blackrock Munivest Cef (MVF)	0.0	$9.9k		1.4k	6.93	View chart
Hershey Stock (HSY)	0.0	$9.8k		54.00	181.98	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$9.8k	+23%	47.00	208.72	View chart
Target Corp Stock (TGT)	0.0	$9.8k	+11%	100.00	97.75	View chart
Beta Technologies Inc Com Shs Cl A Stock (BETA)	0.0	$9.6k	NEW	340.00	28.21	View chart
Analog Devices Stock (ADI)	0.0	$9.5k	+20%	35.00	271.20	View chart
Mfs High Income Mun Tr Sh Ben Int Cef (CXE)	0.0	$9.3k		2.5k	3.70	View chart
Novartis Adr (NVS)	0.0	$9.2k		67.00	137.87	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$9.0k	-88%	290.00	31.08	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$9.0k		100.00	89.92	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$8.9k		125.00	70.98	View chart
Texas Instrs Stock (TXN)	0.0	$8.8k	-43%	51.00	173.49	View chart
American Tower Corp Reit (AMT)	0.0	$8.8k	-58%	50.00	175.58	View chart
Kraneshares Global Carbon Strategy Etf Etf (KRBN)	0.0	$8.8k		248.00	35.40	View chart
Hasbro Stock (HAS)	0.0	$8.6k		105.00	82.00	View chart
Tetra Tech Stock (TTEK)	0.0	$8.4k		250.00	33.54	View chart
Ishares Esg Aware 40/60 Moderate Allocation Etf Etf (EAOM)	0.0	$8.3k		276.00	30.03	View chart
Exelon Corp Stock (EXC)	0.0	$8.2k		188.00	43.59	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$8.1k		84.00	96.85	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$8.0k	+21%	17.00	468.76	View chart
Intuit Stock (INTU)	0.0	$7.9k	+50%	12.00	662.42	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$7.8k		162.00	48.18	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$7.7k	+21%	17.00	453.35	View chart
Dover Corp Stock (DOV)	0.0	$7.6k		39.00	195.23	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$7.6k		39.00	193.64	View chart
Fastenal Stock (FAST)	0.0	$7.5k	+17%	186.00	40.13	View chart
Blackrock Calif Mun Income Tr Sh Ben Int Cef (BFZ)	0.0	$7.4k		691.00	10.74	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.0	$7.3k		183.00	40.13	View chart
Solventum Corp Stock (SOLV)	0.0	$6.7k		85.00	79.24	View chart
Intuitive Surgical Stock (ISRG)	0.0	$6.5k	+22%	11.00	590.91	View chart
Sherwin Williams Stock (SHW)	0.0	$6.5k	-42%	20.00	324.05	View chart
Carlisle Cos Stock (CSL)	0.0	$6.4k		20.00	319.85	View chart
Cintas Corp Stock (CTAS)	0.0	$6.4k	+21%	34.00	188.06	View chart
Qualcomm Stock (QCOM)	0.0	$6.3k	+48%	37.00	171.05	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$6.3k		15.00	419.67	View chart
Motorola Solutions Stock (MSI)	0.0	$6.1k	+23%	16.00	383.31	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.0	$6.1k		128.00	47.73	View chart
Arista Networks Stock (ANET)	0.0	$6.0k	-4%	46.00	130.41	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$5.9k		500.00	11.85	View chart
Autodesk Stock (ADSK)	0.0	$5.9k	+17%	20.00	296.00	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$5.9k	+48%	49.00	119.76	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$5.7k		70.00	80.74	View chart
Annaly Capital Management Reit (NLY)	0.0	$5.6k		250.00	22.36	View chart
Xcel Energy Stock (XEL)	0.0	$5.5k		75.00	73.87	View chart
Millerknoll Stock (MLKN)	0.0	$5.5k		300.00	18.28	View chart
Realty Income Corp Reit (O)	0.0	$5.5k	+44%	97.00	56.37	View chart
Uber Technologies Stock (UBER)	0.0	$5.4k	+65%	66.00	81.71	View chart
Berkley W R Corp Stock (WRB)	0.0	$5.3k		75.00	70.12	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$5.2k		38.00	137.95	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$5.2k		209.00	24.77	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$5.2k		108.00	47.89	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$5.2k		16.00	323.00	View chart
Micron Technology Stock (MU)	0.0	$5.1k	NEW	18.00	285.39	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$5.1k		28.00	181.21	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$5.0k		419.00	12.02	View chart
Martin Marietta Matls Stock (MLM)	0.0	$5.0k		8.00	622.62	View chart
Fortis Stock (FTS)	0.0	$4.7k		91.00	51.95	View chart
Makemytrip Limited Mauritius Stock (MMYT)	0.0	$4.5k		55.00	82.13	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$4.4k	NEW	25.00	177.76	View chart
Blackrock Muniyield Cef (MYD)	0.0	$4.4k		421.00	10.49	View chart
Exelixis Stock (EXEL)	0.0	$4.4k		100.00	43.83	View chart
Microchip Technology Stock (MCHP)	0.0	$4.2k		66.00	63.73	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$4.2k		670.00	6.27	View chart
Diageo Adr (DEO)	0.0	$4.1k		48.00	86.27	View chart
Monster Beverage Corp Stock (MNST)	0.0	$4.1k	+39%	53.00	76.68	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$4.0k	NEW	82.00	48.59	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$4.0k		54.00	73.48	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$3.9k		200.00	19.71	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$3.9k		96.00	40.35	View chart
Blackrock Muniyield Quality Cef (MQT)	0.0	$3.8k		383.00	10.05	View chart
Federated Hermes Prem Muni Inm Cef (FMN)	0.0	$3.7k		333.00	11.11	View chart
Advanced Micro Devices Stock (AMD)	0.0	$3.6k	NEW	17.00	214.18	View chart
Wells Fargo & Co Perp Pfd Cnv A Convertible Preferred (WFC.PL)	0.0	$3.6k		3.00	1212.00	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$3.6k	-74%	55.00	65.11	View chart
Blackrock Munivest Fd Ii Cef (MVT)	0.0	$3.4k		319.00	10.81	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$3.4k	+59%	67.00	50.79	View chart
Invesco Advantage Mun Income T Sh Ben Int Cef (VKI)	0.0	$3.3k		364.00	9.12	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.0	$3.3k		320.00	10.37	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$3.3k		35.00	93.89	View chart
Sturm Ruger & Co Stock (RGR)	0.0	$3.3k		100.00	32.65	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$3.2k		3.00	1070.00	View chart
Olin Corp Com Par $1 Stock (OLN)	0.0	$3.1k		150.00	20.83	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$3.0k	+116%	26.00	116.08	View chart
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU)	0.0	$3.0k		844.00	3.51	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$2.8k	-59%	22.00	125.82	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$2.8k	+42%	10.00	275.40	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$2.6k		75.00	34.75	View chart
Boeing Stock (BA)	0.0	$2.6k	NEW	12.00	217.08	View chart
Fortrea Hldgs Stock (FTRE)	0.0	$2.6k		150.00	17.25	View chart
Linde Stock (LIN)	0.0	$2.6k	NEW	6.00	426.33	View chart
Tko Group Holdings Inc Cl A Stock (TKO)	0.0	$2.5k		12.00	209.00	View chart
Garmin Stock (GRMN)	0.0	$2.4k	-94%	12.00	202.83	View chart
Viatris Stock (VTRS)	0.0	$2.4k	-12%	190.00	12.48	View chart
Ishares Low Carbon Optimized Msci Acwi Etf Etf (CRBN)	0.0	$2.3k		10.00	230.50	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$2.2k		100.00	22.32	View chart
Pimco Calif Mun Income Cef (PCQ)	0.0	$2.2k		252.00	8.73	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$2.1k		40.00	52.45	View chart
Quest Diagnostics Stock (DGX)	0.0	$2.1k	NEW	12.00	173.50	View chart
Harley Davidson Stock (HOG)	0.0	$2.0k	-82%	100.00	20.49	View chart
Welltower Reit (WELL)	0.0	$2.0k	NEW	11.00	185.64	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$2.0k	NEW	3.00	673.67	View chart
Trane Technologies Stock (TT)	0.0	$1.9k	NEW	5.00	389.20	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.0	$1.9k	NEW	40.00	46.67	View chart
Servicenow Stock (NOW)	0.0	$1.8k	NEW	12.00	153.17	View chart
Prologis Reit (PLD)	0.0	$1.8k	NEW	14.00	127.64	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$1.7k	NEW	6.00	288.67	View chart
Boston Scientific Corp Stock (BSX)	0.0	$1.7k	+80%	18.00	95.33	View chart
Wabtec Stock (WAB)	0.0	$1.7k		8.00	213.50	View chart
Newmont Corp Stock (NEM)	0.0	$1.7k	NEW	17.00	99.82	View chart
Cme Group Stock (CME)	0.0	$1.6k	NEW	6.00	273.00	View chart
Southern Stock (SO)	0.0	$1.6k	NEW	18.00	87.22	View chart
Medtronic Stock (MDT)	0.0	$1.5k	NEW	16.00	96.06	View chart
Moodys Corp Stock (MCO)	0.0	$1.5k	NEW	3.00	511.00	View chart
Equinix Reit (EQIX)	0.0	$1.5k		2.00	766.00	View chart
Kkr & Co Stock (KKR)	0.0	$1.5k	NEW	12.00	127.50	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$1.5k		50.00	30.54	View chart
Archer Aviation Inc Com Cl A Stock (ACHR)	0.0	$1.5k		200.00	7.52	View chart
Lululemon Athletica Stock (LULU)	0.0	$1.5k		7.00	207.86	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$1.4k	NEW	9.00	160.78	View chart
T-mobile Us Stock (TMUS)	0.0	$1.4k	+133%	7.00	203.00	View chart
Sempra Stock (SRE)	0.0	$1.4k	NEW	16.00	88.31	View chart
Synopsys Stock (SNPS)	0.0	$1.4k	NEW	3.00	469.67	View chart
Dominion Energy Stock (D)	0.0	$1.4k	NEW	24.00	58.58	View chart
Hca Healthcare Stock (HCA)	0.0	$1.4k	NEW	3.00	467.00	View chart
Royal Caribbean Group Stock (RCL)	0.0	$1.4k	NEW	5.00	279.00	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$1.4k		14.00	98.50	View chart
Truist Finl Corp Stock (TFC)	0.0	$1.4k	NEW	28.00	49.21	View chart
Public Storage Oper Reit (PSA)	0.0	$1.3k	NEW	5.00	259.60	View chart
Simon Ppty Group Reit (SPG)	0.0	$1.3k	NEW	7.00	185.14	View chart
American Intl Group Stock (AIG)	0.0	$1.3k	NEW	15.00	85.53	View chart
Cadence Design System Stock (CDNS)	0.0	$1.3k	NEW	4.00	312.50	View chart
Allstate Corp Stock (ALL)	0.0	$1.2k	NEW	6.00	208.17	View chart
Digital Rlty Tr Reit (DLR)	0.0	$1.2k	NEW	8.00	154.75	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$1.2k	NEW	23.00	53.83	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.2k	+500%	42.00	28.81	View chart
Smucker J M Stock (SJM)	0.0	$1.2k	NEW	12.00	97.83	View chart
Apollo Global Mgmt Stock (APO)	0.0	$1.2k	NEW	8.00	144.75	View chart
Dolby Laboratories Inc Com Cl A Stock (DLB)	0.0	$1.2k		18.00	64.22	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$1.1k	NEW	5.00	226.40	View chart
Vistra Corp Stock (VST)	0.0	$1.1k	NEW	7.00	161.29	View chart
Ionis Pharmaceuticals Stock (IONS)	0.0	$1.1k		14.00	79.14	View chart
Colgate Palmolive Stock (CL)	0.0	$1.1k	-86%	14.00	79.00	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$1.1k	NEW	5.00	217.00	View chart
Corning Stock (GLW)	0.0	$1.1k	NEW	12.00	87.58	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$1.0k	NEW	23.00	45.52	View chart
Williams Cos Stock (WMB)	0.0	$1.0k	NEW	17.00	60.12	View chart
Prudential Finl Stock (PRU)	0.0	$1.0k	NEW	9.00	112.89	View chart
Cencora Stock (COR)	0.0	$1.0k	+50%	3.00	337.67	View chart
Corteva Stock (CTVA)	0.0	$1.0k	NEW	15.00	67.00	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$992.000000	NEW	10.00	99.20	View chart
Aflac Stock (AFL)	0.0	$991.999800	NEW	9.00	110.22	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$950.000100	NEW	7.00	135.71	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$921.000000	NEW	24.00	38.38	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$905.000000	NEW	4.00	226.25	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$901.999800	NEW	13.00	69.38	View chart
Iqvia Hldgs Stock (IQV)	0.0	$902.000000	NEW	4.00	225.50	View chart
Ross Stores Stock (ROST)	0.0	$901.000000	NEW	5.00	180.20	View chart
Paccar Stock (PCAR)	0.0	$876.000000	NEW	8.00	109.50	View chart
Nasdaq Stock (NDAQ)	0.0	$873.999900	NEW	9.00	97.11	View chart
Fortinet Stock (FTNT)	0.0	$873.999500	NEW	11.00	79.45	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$861.999900	NEW	3.00	287.33	View chart
Hartford Insurance Group Stock (HIG)	0.0	$826.999800		6.00	137.83	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$776.000000	NEW	4.00	194.00	View chart
Phillips 66 Stock (PSX)	0.0	$774.000000	-88%	6.00	129.00	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$768.000000	NEW	3.00	256.00	View chart
Yum Brands Stock (YUM)	0.0	$756.000000	NEW	5.00	151.20	View chart
Eog Res Stock (EOG)	0.0	$735.000000	NEW	7.00	105.00	View chart
Western Digital Corp Stock (WDC)	0.0	$689.000000	NEW	4.00	172.25	View chart
Hancock John Invt Tr Ii Cef (JHI)	0.0	$684.000000		50.00	13.68	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$682.000000	NEW	8.00	85.25	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$666.000000	-64%	18.00	37.00	View chart
Valero Energy Corp Stock (VLO)	0.0	$651.000000	NEW	4.00	162.75	View chart
Marathon Pete Corp Stock (MPC)	0.0	$651.000000	NEW	4.00	162.75	View chart
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC)	0.0	$318.000200		7.00	45.43	View chart
Kyndryl Hldgs Stock (KD)	0.0	$292.000500	-47%	11.00	26.55	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$179.000000		2.00	89.50	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	$78.000000		1.00	78.00	View chart
Conduent Stock (CNDT)	0.0	$77.000000		40.00	1.93	View chart
Sun Life Financial Stock (SLF)	0.0	$61.000000	-95%	1.00	61.00	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 Q4 filed Feb. 4, 2026
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

View all past filings

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