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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, FBND, IUSG, and represent 46.79% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VIG (+$8.7M), AGG, SPSB, SHY, SHV, FBND, JCPB, EAGG, VEA, ESGD.
Started 19 new stock positions in NXTG, Te Connectivity, OLN, Lam Research, TTEK, Blackrock, WFC.PL, LQD, RSP, XLE. EBC, VONG, CMCO, FSMD, SHY, SCHY, HQH, VOOV, SCHD.
Reduced shares in these 10 stocks: IVV (-$7.5M), SGOV, IUSG, LRCX, IJH, BOND, DSI, USMV, AAPL, IJR.
Sold out of its positions in AMD, AME, ACLS, BLK, BMEZ, BA, CATC, EW, MLPA, LIT.
Mascoma Wealth Management was a net buyer of stock by $6.8M.
Mascoma Wealth Management has $402M in assets under management (AUM), dropping by 6.61%.
Central Index Key (CIK): 0001695664

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 456 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	15.0	$60M	-11%	105k	576.82	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	10.6	$43M	+6%	421k	101.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.9	$32M	+2%	598k	52.81	View chart
Fidelity Total Bond Etf Etf (FBND)	7.3	$29M	+4%	627k	46.74	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	6.0	$24M	-2%	182k	131.91	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	5.1	$21M	+2%	406k	50.74	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	5.1	$20M	+7%	185k	110.63	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	3.8	$15M	+7%	319k	48.24	View chart
Fidelity High Dividend Etf Etf (FDVV)	3.8	$15M		302k	50.65	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	2.8	$11M	-3%	104k	108.79	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	2.7	$11M	+423%	55k	198.06	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	2.3	$9.3M	-25%	92k	100.72	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	2.0	$8.0M	+15%	164k	48.59	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.9	$7.7M	-5%	123k	62.32	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.7	$6.9M	-3%	59k	116.96	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.5	$5.8M	+17%	69k	84.17	View chart
Apple Stock (AAPL)	1.3	$5.3M	-5%	23k	233.00	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.1	$4.4M		106k	41.28	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.0	$4.2M	-7%	46k	91.31	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.8	$3.1M	+10%	74k	41.72	View chart
Microsoft Corp Stock (MSFT)	0.7	$2.9M	-2%	6.7k	430.30	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.7	$2.8M	+5%	34k	82.63	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.6	$2.5M	+384%	82k	30.28	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$2.2M	-10%	4.2k	527.70	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$2.0M	-4%	4.1k	488.09	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.5	$1.9M	NEW	23k	83.15	View chart
First Trust Water Etf Etf (FIW)	0.5	$1.9M	+17%	17k	109.33	View chart
Ishares Select Dividend Etf Etf (DVY)	0.4	$1.6M	-12%	12k	135.07	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.2M		6.3k	189.80	View chart
Amazon Stock (AMZN)	0.3	$1.2M	+2%	6.4k	186.33	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.3	$1.2M	+11%	29k	41.82	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.3	$1.1M	-13%	16k	72.80	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.0M		2.3k	460.26	View chart
Howmet Aerospace Stock (HWM)	0.2	$1.0M		10k	100.25	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$916k	+23%	3.5k	263.83	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$913k	+28%	25k	36.41	View chart
Costco Whsl Corp Stock (COST)	0.2	$833k		940.00	886.52	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$799k	-13%	13k	59.51	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$799k	-10%	13k	62.69	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.2	$744k	-9%	7.8k	95.49	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.2	$735k	-19%	9.6k	76.70	View chart
Verizon Communications Stock (VZ)	0.2	$712k	-5%	16k	44.91	View chart
Nvidia Corporation Stock (NVDA)	0.2	$689k		5.7k	121.44	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$684k		4.1k	165.85	View chart
Eli Lilly & Co Stock (LLY)	0.2	$665k	-6%	750.00	886.20	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$632k		1.0k	618.57	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$570k	-21%	9.6k	59.22	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$564k		4.5k	126.18	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.1	$558k	-26%	11k	50.74	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$544k		2.5k	220.89	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$538k	-6%	6.8k	79.42	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$530k		7.5k	70.83	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.1	$526k		22k	24.15	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$524k		6.3k	83.63	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$522k	-26%	10k	51.50	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$492k	+46%	9.5k	51.82	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$481k	-24%	9.1k	52.66	View chart
Automatic Data Processing Stock (ADP)	0.1	$466k		1.7k	276.73	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$464k		811.00	572.44	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$452k		2.7k	167.19	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$448k		2.1k	210.86	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$434k	-19%	1.8k	237.26	View chart
Visa Inc Com Cl A Stock (V)	0.1	$424k		1.5k	274.95	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$407k		9.8k	41.76	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.1	$401k	-11%	4.1k	98.96	View chart
Unitedhealth Group Stock (UNH)	0.1	$382k	-7%	654.00	584.68	View chart
Pepsico Stock (PEP)	0.1	$380k	-11%	2.2k	170.05	View chart
Home Depot Stock (HD)	0.1	$372k		918.00	405.25	View chart
Procter And Gamble Stock (PG)	0.1	$356k		2.1k	173.20	View chart
Rtx Corporation Stock (RTX)	0.1	$356k		2.9k	121.15	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$348k	+8%	7.3k	47.85	View chart
Lam Research Corp Stock	0.1	$342k	NEW	419.00	816.08	View chart
Ishares Ibonds 2025 Term High Yield & Income Etf Etf (IBHE)	0.1	$325k		14k	23.30	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.1	$319k	-6%	13k	25.16	View chart
Amgen Stock (AMGN)	0.1	$316k	-2%	980.00	322.29	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.1	$314k	+47%	13k	23.42	View chart
Coca Cola Stock (KO)	0.1	$304k		4.2k	71.86	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.1	$288k		3.7k	78.91	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$286k	-33%	3.0k	95.75	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$283k		6.8k	41.55	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$281k		5.5k	51.12	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$262k		456.00	573.76	View chart
Chevron Corp Stock (CVX)	0.1	$260k		1.8k	147.27	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$260k		12k	22.63	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$251k	-7%	430.00	584.56	View chart
Grainger W W Stock (GWW)	0.1	$249k		240.00	1038.81	View chart
Johnson & Johnson Stock (JNJ)	0.1	$248k	-3%	1.5k	162.06	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$239k		1.5k	157.35	View chart
Broadcom Stock (AVGO)	0.1	$235k	+900%	1.4k	172.50	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.1	$230k		10k	23.07	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$225k	-20%	1.3k	179.35	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.1	$213k		1.9k	114.53	View chart
Mcdonalds Corp Stock (MCD)	0.1	$212k		695.00	304.51	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.1	$202k		8.4k	24.00	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$200k	+4%	2.6k	78.05	View chart
Tesla Stock (TSLA)	0.0	$186k		711.00	261.63	View chart
International Business Machs Stock (IBM)	0.0	$184k		831.00	221.11	View chart
Biogen Stock (BIIB)	0.0	$179k		925.00	193.84	View chart
American Express Stock (AXP)	0.0	$179k	-5%	660.00	271.20	View chart
The Cigna Group Stock (CI)	0.0	$179k		515.00	346.58	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$171k	-10%	980.00	174.50	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$166k	-10%	1.6k	101.65	View chart
Eastern Bankshares Stock (EBC)	0.0	$163k	NEW	9.9k	16.39	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$162k	-13%	3.5k	46.97	View chart
Royce Small Cap Trust Cef (RVT)	0.0	$160k		10k	15.70	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$160k	-7%	1.3k	123.62	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$159k		1.6k	99.49	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$156k	+1352%	552.00	283.16	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$150k		2.4k	62.70	View chart
Pfizer Stock (PFE)	0.0	$147k	-10%	5.1k	28.94	View chart
Tjx Cos Stock (TJX)	0.0	$144k		1.2k	117.55	View chart
Abbvie Stock (ABBV)	0.0	$140k	-27%	710.00	197.48	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$137k		660.00	207.60	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$137k	-12%	1.2k	117.18	View chart
Emerson Elec Stock (EMR)	0.0	$134k		1.2k	109.37	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$133k		1.6k	82.94	View chart
Danaher Corporation Stock (DHR)	0.0	$132k		476.00	278.02	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$131k		2.6k	50.88	View chart
Kellanova Stock (K)	0.0	$130k		1.6k	80.71	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$128k		260.00	493.80	View chart
Dnp Select Income Cef (DNP)	0.0	$128k		13k	10.04	View chart
Salesforce Stock (CRM)	0.0	$128k		467.00	273.71	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$126k		638.00	197.17	View chart
Cdw Corp Stock (CDW)	0.0	$125k		552.00	226.30	View chart
Paychex Stock (PAYX)	0.0	$122k		911.00	134.25	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$121k		3.6k	33.65	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$120k		2.6k	45.86	View chart
Ishares Esg Screened S&p Mid-cap Etf Etf (XJH)	0.0	$120k	-2%	2.8k	42.29	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$120k	-2%	426.00	281.37	View chart
Oracle Corp Stock (ORCL)	0.0	$119k		701.00	170.40	View chart
Alcoa Corp Stock (AA)	0.0	$116k		3.0k	38.58	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$113k		198.00	569.66	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$113k		752.00	149.64	View chart
Blackrock Stock	0.0	$110k	NEW	116.00	949.51	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$108k		1.1k	101.32	View chart
General Dynamics Corp Stock (GD)	0.0	$106k		350.00	302.20	View chart
Watsco Stock (WSO)	0.0	$101k	-2%	205.00	491.88	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$100k		284.00	353.48	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$100k		1.6k	60.88	View chart
Cme Group Stock (CME)	0.0	$99k	-2%	450.00	220.65	View chart
Cisco Sys Stock (CSCO)	0.0	$98k	-18%	1.8k	53.22	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$97k	-67%	166.00	586.52	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$97k	-79%	1.0k	94.61	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$96k		1.5k	65.16	View chart
S&p Global Stock (SPGI)	0.0	$96k		185.00	516.62	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$93k	-43%	2.6k	36.17	View chart
Oneok Stock (OKE)	0.0	$91k		1.0k	91.13	View chart
Humana Stock (HUM)	0.0	$90k	-12%	284.00	316.74	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$88k		1.0k	87.94	View chart
Cvs Health Corp Stock (CVS)	0.0	$87k		1.4k	62.88	View chart
At&t Stock (T)	0.0	$87k	+11%	4.0k	22.00	View chart
Illinois Tool Wks Stock (ITW)	0.0	$85k	-6%	325.00	262.07	View chart
Sherwin Williams Stock (SHW)	0.0	$84k	-2%	220.00	381.67	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$83k		769.00	107.65	View chart
Deere & Co Stock (DE)	0.0	$81k	-33%	195.00	417.33	View chart
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH)	0.0	$81k		870.00	93.05	View chart
Kroger Stock (KR)	0.0	$80k		1.4k	57.30	View chart
Ishares Gold Trust Etf (IAU)	0.0	$79k		1.6k	49.70	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$79k		366.00	215.03	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.0	$78k	-26%	1.3k	59.26	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$76k		1.3k	57.41	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$75k	-7%	1.8k	41.77	View chart
Smith A O Corp Stock (AOS)	0.0	$75k	-2%	830.00	89.83	View chart
Cohen & Steers Total Return Rl Cef (RFI)	0.0	$74k		5.7k	13.09	View chart
Virtus Total Return Cef (ZTR)	0.0	$74k		12k	6.20	View chart
Gilead Sciences Stock (GILD)	0.0	$72k		858.00	83.84	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$71k		3.2k	22.09	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$71k		498.00	142.28	View chart
Ferguson Enterprises Stock (FERG)	0.0	$70k	-2%	350.00	198.57	View chart
Essential Utils Stock (WTRG)	0.0	$68k		1.8k	38.57	View chart
Nordson Corp Stock (NDSN)	0.0	$68k	-5%	259.00	262.63	View chart
Onespaworld Holdings Stock (OSW)	0.0	$68k		4.1k	16.51	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$67k		275.00	242.54	View chart
Berkley W R Corp Stock (WRB)	0.0	$66k	+48%	1.2k	56.73	View chart
Ge Aerospace Stock (GE)	0.0	$65k		345.00	188.79	View chart
Carrier Global Corporation Stock (CARR)	0.0	$65k		802.00	80.49	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$64k	-6%	341.00	187.41	View chart
Merck & Co Stock (MRK)	0.0	$62k		549.00	113.56	View chart
Canadian Natl Ry Stock (CNI)	0.0	$62k		532.00	117.15	View chart
American Elec Pwr Stock (AEP)	0.0	$62k		600.00	102.60	View chart
Idexx Labs Stock (IDXX)	0.0	$61k		120.00	505.22	View chart
Eaton Corp Stock (ETN)	0.0	$60k		181.00	331.44	View chart
Intel Corp Stock (INTC)	0.0	$59k	-24%	2.5k	23.46	View chart
D R Horton Stock (DHI)	0.0	$58k		303.00	190.77	View chart
Ishares Silver Trust Etf (SLV)	0.0	$56k		2.0k	28.41	View chart
Spdr S&p Kensho Clean Power Etf Etf (CNRG)	0.0	$55k		829.00	65.79	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$53k		500.00	106.76	View chart
American Tower Corp Reit (AMT)	0.0	$53k	-4%	229.00	232.56	View chart
Abbott Labs Stock (ABT)	0.0	$53k	-9%	461.00	114.01	View chart
Nuveen Mun Value Cef (NUV)	0.0	$52k		5.7k	9.02	View chart
Netflix Stock (NFLX)	0.0	$50k		70.00	709.27	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$48k		129.00	375.38	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$48k		450.00	106.19	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$48k	-12%	169.00	282.20	View chart
Air Prods & Chems Stock (APD)	0.0	$48k	-11%	160.00	297.74	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$48k	NEW	420.00	112.98	View chart
Autozone Stock (AZO)	0.0	$47k		15.00	3150.07	View chart
Idex Corp Stock (IEX)	0.0	$47k	-13%	218.00	214.50	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$47k	-3%	321.00	145.52	View chart
3M Stock (MMM)	0.0	$47k		341.00	136.70	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$46k	-54%	1.0k	46.39	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$45k	-13%	197.00	226.12	View chart
Agilent Technologies Stock (A)	0.0	$45k		300.00	148.48	View chart
Tractor Supply Stock (TSCO)	0.0	$44k		151.00	290.13	View chart
M & T Bk Corp Stock (MTB)	0.0	$43k	+15%	242.00	177.98	View chart
Stryker Corporation Stock (SYK)	0.0	$43k		119.00	361.26	View chart
Disney Walt Stock (DIS)	0.0	$43k		444.00	96.28	View chart
Honeywell Intl Stock (HON)	0.0	$41k	-9%	200.00	206.71	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$41k		644.00	63.26	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$41k		830.00	48.74	View chart
Nexstar Media Group Stock (NXST)	0.0	$40k	-18%	240.00	165.35	View chart
Elevance Health Stock (ELV)	0.0	$39k		75.00	520.00	View chart
Nextera Energy Stock (NEE)	0.0	$39k	-22%	455.00	84.53	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$38k		111.00	345.99	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$38k		156.00	241.10	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$37k		510.00	72.63	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$37k		288.00	127.25	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$37k	-36%	331.00	110.37	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$36k		406.00	88.14	View chart
Equifax Stock (EFX)	0.0	$35k	-4%	120.00	293.86	View chart
Intercontinental Exchange Stock (ICE)	0.0	$35k		215.00	160.64	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$34k		415.00	83.00	View chart
HP Stock (HPQ)	0.0	$34k		955.00	35.87	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$34k		137.00	248.60	View chart
Labcorp Holdings Stock (LH)	0.0	$34k		150.00	223.48	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$33k		397.00	83.75	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$33k		638.00	51.74	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$33k		321.00	102.26	View chart
Starbucks Corp Stock (SBUX)	0.0	$33k		333.00	97.49	View chart
Sysco Corp Stock (SYY)	0.0	$32k		414.00	78.06	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$32k		575.00	55.63	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$32k		166.00	192.02	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$32k		534.00	59.56	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$31k		1.0k	30.23	View chart
Ameriprise Finl Stock (AMP)	0.0	$31k		66.00	469.80	View chart
Caterpillar Stock (CAT)	0.0	$29k		75.00	391.12	View chart
Halliburton Stock (HAL)	0.0	$29k		1.0k	29.05	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$29k		1.0k	29.11	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$29k	-20%	210.00	136.53	View chart
Dte Energy Stock (DTE)	0.0	$28k		214.00	128.41	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.0	$27k		857.00	31.76	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$27k		465.00	57.22	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$26k		250.00	103.94	View chart
Walmart Stock (WMT)	0.0	$25k		312.00	80.75	View chart
Columbus Mckinnon Corp N Y Stock (CMCO)	0.0	$25k	NEW	695.00	36.00	View chart
Metlife Stock (MET)	0.0	$25k		300.00	82.48	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$25k		391.00	63.00	View chart
Fedex Corp Stock (FDX)	0.0	$25k	-18%	90.00	273.68	View chart
Builders Firstsource Stock (BLDR)	0.0	$24k	-21%	122.00	193.86	View chart
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST)	0.0	$24k	-68%	466.00	50.64	View chart
Csx Corp Stock (CSX)	0.0	$24k		681.00	34.53	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.0	$23k		451.00	50.57	View chart
Ishares Core Moderate Allocation Etf Etf (AOM)	0.0	$23k		503.00	45.11	View chart
Baxter Intl Stock (BAX)	0.0	$23k		592.00	37.97	View chart
Brunswick Corp Stock (BC)	0.0	$22k		267.00	83.82	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$22k	+6%	424.00	51.06	View chart
Wells Fargo Stock (WFC)	0.0	$21k	-44%	379.00	56.49	View chart
Ge Vernova Stock (GEV)	0.0	$21k		83.00	254.43	View chart
Bank America Corp Stock (BAC)	0.0	$21k		529.00	39.68	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.0	$21k		810.00	25.91	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$21k		346.00	60.20	View chart
Astrazeneca Adr (AZN)	0.0	$21k		264.00	77.91	View chart
Mckesson Corp Stock (MCK)	0.0	$20k		41.00	494.41	View chart
Ishares Msci Global Sustainable Development Goals Etf Etf (SDG)	0.0	$20k		237.00	84.79	View chart
Chubb Stock (CB)	0.0	$20k		69.00	288.39	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$20k		168.00	117.29	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$20k		1.6k	11.97	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$19k		422.00	45.32	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$19k	-33%	72.00	260.07	View chart
Duke Energy Corp Stock (DUK)	0.0	$19k	+116%	162.00	115.30	View chart
Texas Instrs Stock (TXN)	0.0	$19k		90.00	206.57	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$18k		283.00	64.81	View chart
Union Pac Corp Stock (UNP)	0.0	$18k		74.00	246.49	View chart
Adobe Stock (ADBE)	0.0	$18k	-10%	35.00	517.77	View chart
Packaging Corp Amer Stock (PKG)	0.0	$18k		84.00	215.40	View chart
Patterson Cos Stock (PDCO)	0.0	$18k		824.00	21.84	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.0	$18k		700.00	25.21	View chart
First Solar Stock (FSLR)	0.0	$17k		69.00	249.43	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$17k		98.00	171.93	View chart
Progress Software Corp Stock (PRGS)	0.0	$17k		250.00	67.37	View chart
Eaton Vance Mun Bd Cef (EIM)	0.0	$16k		1.5k	10.76	View chart
Constellation Energy Corp Stock (CEG)	0.0	$16k		62.00	260.02	View chart
Paypal Hldgs Stock (PYPL)	0.0	$16k		206.00	78.03	View chart
Conocophillips Stock (COP)	0.0	$16k	-49%	150.00	105.28	View chart
Travelers Companies Stock (TRV)	0.0	$16k		67.00	234.12	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$15k	NEW	175.00	87.80	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$15k		351.00	43.40	View chart
Spdr Gold Shares Etf (GLD)	0.0	$15k		61.00	243.07	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$15k		300.00	49.15	View chart
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN)	0.0	$15k		410.00	35.91	View chart
Us Bancorp Del Stock (USB)	0.0	$15k		320.00	45.73	View chart
Invesco Mun Opportunity Tr Cef (VMO)	0.0	$15k		1.4k	10.27	View chart
Snap On Stock (SNA)	0.0	$15k		50.00	289.72	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$15k	-44%	74.00	195.38	View chart
Analog Devices Stock (ADI)	0.0	$14k		62.00	230.18	View chart
Blackrock Muni Income Tr Ii Cef (BLE)	0.0	$14k		1.3k	11.26	View chart
Blackrock Municipal Income Cef (MUI)	0.0	$14k		1.1k	12.58	View chart
Target Corp Stock (TGT)	0.0	$14k	-31%	90.00	155.86	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.0	$14k		1.1k	13.10	View chart
Oreilly Automotive Stock (ORLY)	0.0	$14k		12.00	1151.58	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$14k		543.00	25.10	View chart
Ecolab Stock (ECL)	0.0	$14k		53.00	255.32	View chart
Rockwell Automation Stock (ROK)	0.0	$13k		50.00	268.46	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$13k		189.00	71.02	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.0	$13k		1.2k	10.90	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$13k		120.00	107.66	View chart
Te Connectivity Plc Ord Stock	0.0	$13k	NEW	83.00	150.99	View chart
Kraneshares Global Carbon Strategy Etf Etf (KRBN)	0.0	$12k		393.00	31.66	View chart
Amedisys Stock (AMED)	0.0	$12k		125.00	96.51	View chart
Progressive Corp Stock (PGR)	0.0	$12k		47.00	253.77	View chart
Tetra Tech Stock (TTEK)	0.0	$12k	NEW	250.00	47.16	View chart
Ebay Stock (EBAY)	0.0	$11k		173.00	65.11	View chart
First Trust Consumer Discretionary Alphadex Fund Etf (FXD)	0.0	$11k		177.00	63.29	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$11k		50.00	223.10	View chart
Price T Rowe Group Stock (TROW)	0.0	$11k		100.00	108.93	View chart
Blackrock Munivest Cef (MVF)	0.0	$11k		1.4k	7.60	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$11k		462.00	23.45	View chart
Lowes Cos Stock (LOW)	0.0	$11k		40.00	270.85	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$11k		100.00	107.95	View chart
Parker-hannifin Corp Stock (PH)	0.0	$11k		17.00	631.82	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$11k		799.00	13.39	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$11k		114.00	93.61	View chart
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB)	0.0	$11k		225.00	47.32	View chart
Colgate Palmolive Stock (CL)	0.0	$10k		100.00	103.81	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$10k		72.00	142.04	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$10k		81.00	125.62	View chart
Blackstone Stock (BX)	0.0	$10k		66.00	153.14	View chart
Mfs High Income Mun Tr Sh Ben Int Cef (CXE)	0.0	$10k		2.5k	4.01	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$9.8k		38.00	257.68	View chart
General Mtrs Stock (GM)	0.0	$9.4k		209.00	44.83	View chart
Ford Mtr Stock (F)	0.0	$9.1k		865.00	10.56	View chart
Carlisle Cos Stock (CSL)	0.0	$9.0k	-20%	20.00	449.75	View chart
Roper Technologies Stock (ROP)	0.0	$8.9k		16.00	556.44	View chart
Equinix Reit (EQIX)	0.0	$8.9k		10.00	887.60	View chart
State Str Corp Stock (STT)	0.0	$8.8k		100.00	88.47	View chart
First Trust Indxx Nextg Etf Etf (NXTG)	0.0	$8.7k	NEW	100.00	87.34	View chart
Booking Holdings Stock (BKNG)	0.0	$8.4k		2.00	4212.00	View chart
Dt Midstream Stock (DTM)	0.0	$8.4k		107.00	78.66	View chart
Blackrock Calif Mun Income Tr Sh Ben Int Cef (BFZ)	0.0	$8.4k		691.00	12.09	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$7.9k	-35%	541.00	14.69	View chart
Ishares Esg Aware Moderate Allocation Etf Etf (EAOM)	0.0	$7.9k		276.00	28.48	View chart
Invesco Solar Etf Etf (TAN)	0.0	$7.8k		180.00	43.11	View chart
Novartis Adr (NVS)	0.0	$7.7k		67.00	115.01	View chart
Exelon Corp Stock (EXC)	0.0	$7.6k		188.00	40.55	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$7.6k		125.00	60.93	View chart
Graco Stock (GGG)	0.0	$7.6k		87.00	87.51	View chart
Hasbro Stock (HAS)	0.0	$7.6k		105.00	72.32	View chart
Discover Finl Svcs Stock (DFS)	0.0	$7.6k		54.00	140.30	View chart
Dover Corp Stock (DOV)	0.0	$7.5k		39.00	191.74	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.0	$7.5k	-47%	193.00	38.66	View chart
Millerknoll Stock (MLKN)	0.0	$7.4k		300.00	24.76	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$7.4k		500.00	14.85	View chart
Olin Corp Com Par $1 Stock (OLN)	0.0	$7.2k	NEW	150.00	47.98	View chart
Darden Restaurants Stock (DRI)	0.0	$7.1k		43.00	164.14	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$7.0k		38.00	184.84	View chart
Consolidated Edison Stock (ED)	0.0	$7.0k		67.00	104.13	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$7.0k		175.00	39.82	View chart
Wk Kellogg Stock (KLG)	0.0	$6.9k		401.00	17.11	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$6.8k		112.00	60.92	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$6.8k		87.00	77.61	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$6.7k		84.00	80.30	View chart
Diageo Adr (DEO)	0.0	$6.7k		48.00	140.33	View chart
Reddit Inc Cl A Stock (RDDT)	0.0	$6.6k		100.00	65.92	View chart
Clorox Co Del Stock (CLX)	0.0	$6.5k		40.00	162.90	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.0	$6.4k		92.00	69.74	View chart
Dow Stock (DOW)	0.0	$6.3k		116.00	54.63	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$6.3k	NEW	35.00	179.17	View chart
Lululemon Athletica Stock (LULU)	0.0	$6.2k		23.00	271.35	View chart
Proshares Short S&p500 Etf (SH)	0.0	$6.2k		567.00	10.85	View chart
Palo Alto Networks Stock (PANW)	0.0	$6.2k		18.00	341.78	View chart
Applied Matls Stock (AMAT)	0.0	$6.1k		30.00	202.07	View chart
Solventum Corp Stock (SOLV)	0.0	$5.9k		85.00	69.72	View chart
Devon Energy Corp Stock (DVN)	0.0	$5.9k		150.00	39.12	View chart
Dominion Energy Stock (D)	0.0	$5.8k		100.00	57.79	View chart
Cintas Corp Stock (CTAS)	0.0	$5.8k	+300%	28.00	205.89	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$5.7k		39.00	145.38	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$5.5k		162.00	34.24	View chart
Sonoco Prods Stock (SON)	0.0	$5.5k		100.00	54.63	View chart
Enbridge Stock (ENB)	0.0	$5.4k		132.00	40.61	View chart
International Paper Stock (IP)	0.0	$5.3k		109.00	48.85	View chart
General Mls Stock (GIS)	0.0	$5.3k	-82%	72.00	73.85	View chart
Microchip Technology Stock (MCHP)	0.0	$5.3k		66.00	80.29	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$5.2k		108.00	48.29	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$5.2k		419.00	12.38	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$5.0k		209.00	24.08	View chart
Annaly Capital Management Reit (NLY)	0.0	$5.0k		250.00	20.07	View chart
Intuit Stock (INTU)	0.0	$5.0k		8.00	621.00	View chart
Xcel Energy Stock (XEL)	0.0	$4.9k	-43%	75.00	65.31	View chart
Blackrock Muniyield Cef (MYD)	0.0	$4.8k		421.00	11.43	View chart
Stanley Black & Decker Stock (SWK)	0.0	$4.7k		43.00	109.28	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$4.7k		28.00	166.82	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$4.5k		16.00	284.00	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$4.4k	NEW	46.00	96.52	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$4.4k	-72%	150.00	29.48	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$4.4k		670.00	6.51	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$4.3k		96.00	44.67	View chart
Qualcomm Stock (QCOM)	0.0	$4.3k		25.00	170.04	View chart
Realty Income Corp Reit (O)	0.0	$4.2k		67.00	63.42	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$4.2k		137.00	30.82	View chart
Sturm Ruger & Co Stock (RGR)	0.0	$4.2k		100.00	41.68	View chart
Blackrock Muniyield Quality Cef (MQT)	0.0	$4.1k		383.00	10.82	View chart
Federated Hermes Prem Muni Inm Cef (FMN)	0.0	$4.1k		333.00	12.42	View chart
Fortis Stock (FTS)	0.0	$4.1k		91.00	45.44	View chart
Alliancebernstein Natl Mun Inm Cef (AFB)	0.0	$4.1k		345.00	11.80	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$4.0k		54.00	73.67	View chart
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL)	0.0	$3.8k	NEW	3.00	1282.33	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$3.8k	-22%	182.00	20.72	View chart
Blackrock Munivest Fd Ii Cef (MVT)	0.0	$3.6k		319.00	11.39	View chart
Bny Mellon Strategic Municipals Cef (LEO)	0.0	$3.6k		557.00	6.51	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$3.6k		55.00	65.00	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$3.6k		54.00	65.94	View chart
Bny Mellon Strategic Muni Bond Cef (DSM)	0.0	$3.5k		565.00	6.23	View chart
Invesco Advantage Mun Income T Sh Ben Int Cef (VKI)	0.0	$3.4k		364.00	9.31	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.0	$3.4k		320.00	10.56	View chart
Ishares Esg Aware Growth Allocation Etf Etf (EAOR)	0.0	$3.3k	+347%	103.00	32.29	View chart
Trump Media & Technology Group Stock (DJT)	0.0	$3.2k		200.00	16.07	View chart
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU)	0.0	$3.1k		844.00	3.66	View chart
Fortrea Hldgs Stock (FTRE)	0.0	$3.0k		150.00	20.00	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$3.0k		52.00	57.54	View chart
Pitney Bowes Stock (PBI)	0.0	$3.0k		415.00	7.13	View chart
Yeti Hldgs Stock (YETI)	0.0	$2.7k		65.00	41.03	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$2.6k		75.00	35.04	View chart
Pimco Calif Mun Income Fd Iii Cef (PZC)	0.0	$2.6k		343.00	7.50	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$2.5k	NEW	13.00	190.69	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$2.2k		200.00	11.22	View chart
Viatris Stock (VTRS)	0.0	$2.2k		186.00	11.63	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$2.1k		100.00	20.51	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$2.0k		22.00	89.23	View chart
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN)	0.0	$2.0k		10.00	196.10	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.8k	-27%	223.00	8.25	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.0	$1.8k	NEW	43.00	41.40	View chart
Old Rep Intl Corp Stock (ORI)	0.0	$1.8k	-37%	50.00	35.42	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$1.7k	NEW	20.00	84.55	View chart
Blackrock Munihldngs Cali Qlty Cef (MUC)	0.0	$1.2k		108.00	11.52	View chart
Sun Life Financial Stock (SLF)	0.0	$1.2k		20.00	57.95	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.0	$1.0k	NEW	40.00	26.18	View chart
Blackrock Muniyield Quality Cef (MYI)	0.0	$1.0k		85.00	12.00	View chart
Abrdn Healthcare Investors Sh Ben Int Cef (HQH)	0.0	$856.998400	NEW	46.00	18.63	View chart
Hancock John Invt Tr Ii Cef (JHI)	0.0	$703.000000		50.00	14.06	View chart
Blackrock Muniyield N Y Qualit Cef (MYN)	0.0	$646.998000		60.00	10.78	View chart
Sarepta Therapeutics Stock (SRPT)	0.0	$624.000000		5.00	124.80	View chart
Archer Aviation Inc Com Cl A Stock (ACHR)	0.0	$606.000000		200.00	3.03	View chart
Blackrock Muniyild Qult Cef (MQY)	0.0	$603.000200		46.00	13.11	View chart
Wabtec Stock (WAB)	0.0	$545.000100		3.00	181.67	View chart
Blackrock Munihldgs Ny Qlty Cef (MHN)	0.0	$536.001600		48.00	11.17	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$534.000000		5.00	106.80	View chart
Kyndryl Hldgs Stock (KD)	0.0	$483.000000		21.00	23.00	View chart
Pimco Mun Income Cef (PMF)	0.0	$392.000400		38.00	10.32	View chart
Embecta Corp Stock (EMBC)	0.0	$380.999700		27.00	14.11	View chart
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC)	0.0	$304.000200		7.00	43.43	View chart
Nokia Corp Adr (NOK)	0.0	$175.000000		40.00	4.38	View chart
Conduent Stock (CNDT)	0.0	$161.000000		40.00	4.03	View chart
Zimvie Stock (ZIMV)	0.0	$159.000000		10.00	15.90	View chart
Organon & Co Stock (OGN)	0.0	$19.000000		1.00	19.00	View chart
Tilray Brands Stock (TLRY)	0.0	$9.000000		5.00	1.80	View chart
First Rep Bk San Francisco Cal Stock (FRCB)	0.0	$0		32.00	0.00	View chart

Past Filings by Mascoma Wealth Management

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

Mascoma Wealth Management 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
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

View all past filings

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