Mascoma Wealth Management LLC Purchases in Q3 2025

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HOG
Harley Davidson, Inc.

Consumer Cyclical
459
+ 459.0%
$22.95 - $31.03 $10.5K - $14.2K
559 $15K
COP
Conocophillips

Energy
112
+ 50.91%
$91.0 - $98.99 $10.2K - $11.1K
332 $31K
IYH
Ishares Tr

ETFs
160
+ 290.91%
$54.36 - $58.96 $8.7K - $9.43K
215 $12K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
23
+ 0.19%
$21.89 - $23.17 $503 - $533
12.2K $281K
AEP
American Electric Power CO Inc

Utilities
39
+ 6.5%
$103.26 - $115.0 $4.03K - $4.49K
639 $71K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
30
New
$224.68 - $282.71 $6.74K - $8.48K
30 $8K
PSX
Phillips 66

Energy
54
New
$118.37 - $139.46 $6.39K - $7.53K
54 $7K
EAOA
Ishares Esg Aware Aggressive A

Technology
129
+ 64.5%
$38.2 - $40.78 $4.93K - $5.26K
329 $13K
PH
Parker Hannifin Corp

Industrials
6
+ 35.29%
$697.13 - $769.67 $4.18K - $4.62K
23 $17K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 50.0%
$5364.25 - $5815.92 $5.36K - $5.82K
3 $16K
JEPI
J P Morgan Exchange Traded Fd

ETFs
20
+ 0.19%
$55.61 - $57.37 $1.11K - $1.15K
10.5K $598K
PCQ
Pimco California Municipal Income Fund

Financial Services
252
New
$8.19 - $8.8 $2.06K - $2.22K
252 $2K
MTB
M&T Bank Corp

Financial Services
2
+ 0.81%
$183.74 - $204.05 $367 - $408
248 $49K
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 80.0%
$433.66 - $544.47 $1.73K - $2.18K
9 $4K
VTV
Vanguard Value ETF

ETFs
1
+ 0.93%
$175.51 - $186.57 $176 - $187
108 $20K
CBOE
Cboe Global Markets, Inc.

Financial Services
6
New
$231.35 - $253.24 $1.39K - $1.52K
6 $1K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 166.67%
$185.65 - $214.38 $928 - $1.07K
8 $1K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
New
$38.58 - $58.24 $1.93K - $2.91K
50 $1K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6
+ 0.22%
$52.39 - $53.11 $314 - $319
2.69K $142K
CCL
Carnival Corp

Consumer Cyclical
50
New
$28.37 - $32.49 $1.42K - $1.62K
50 $1K
F
Ford Motor CO

Consumer Cyclical
3
+ 0.34%
$10.82 - $12.09 $32.5 - $36.3
882 $10K
RACE
Ferrari N.V.

Consumer Cyclical
4
New
$436.24 - $517.65 $1.74K - $2.07K
4 $1K
VTRS
Viatris Inc

Healthcare
31
+ 16.67%
$8.74 - $10.69 $271 - $331
217 $2K
BK
Bank Of New York Mellon Corp

Financial Services
12
New
$90.65 - $109.75 $1.09K - $1.32K
12 $1K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
3
+ 1.11%
$34.97 - $37.43 $105 - $112
273 $10K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.38%
$42.04 - $45.23 $84.1 - $90.5
528 $23K
VEEV
Veeva Systems Inc

Healthcare
5
New
$269.2 - $297.91 $1.35K - $1.49K
5 $1K
ABC
Amerisourcebergen Corp

Healthcare
2
New
N/A
2 $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1
+ 0.97%
$117.65 - $120.08 $118 - $120
104 $12K
Arista Networks Inc Com Shs
48
New
N/A
48 $0
OTIS
Otis Worldwide Corp

Industrials
21
+ 7.53%
$84.93 - $101.07 $1.78K - $2.12K
300 $27K
RMD
Resmed Inc

Healthcare
3
New
$252.01 - $293.73 $756 - $881
3 $0
BSX
Boston Scientific Corp

Healthcare
10
New
$97.03 - $108.14 $970 - $1.08K
10 $0
HIG
Hartford Financial Services Group, Inc.

Financial Services
6
New
$119.73 - $134.7 $718 - $808
6 $0
Fidelity Enhanced Large Cap Core ETF
17.7K
+ 4.77%
N/A
389K $0
TMUS
T Mobile Us, Inc.

Communication Services
3
New
$226.02 - $259.01 $678 - $777
3 $0
DIS
Walt Disney CO

Communication Services
27
+ 6.07%
$112.25 - $124.0 $3.03K - $3.35K
472 $54K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.23%
$695.21 - $791.73 $1.39K - $1.58K
877 $644K
KMI
Kinder Morgan, Inc.

Energy
36
+ 1.08%
$26.23 - $28.5 $944 - $1.03K
3.36K $95K
CARR
Carrier Global Corp

Industrials
100
+ 12.47%
$58.75 - $80.73 $5.88K - $8.07K
902 $53K
PAYX
Paychex Inc

Industrials
1
+ 0.11%
$126.69 - $147.99 $127 - $148
917 $116K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.21%
$915.95 - $994.57 $1.83K - $1.99K
942 $871K
Activity Summary
Buys All Purchases 93 New Holdings 23 Increased Positions 70 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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