Mascoma Wealth Management LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $396 Million distributed in 514 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.9M, Ishares Core U.S. Aggregate Bo with a value of $43M, Vanguard Ftse Developed Market with a value of $30.8M, Fidelity Merrimack Str Tr Tota with a value of $29.3M, and Ishares Core S&P U.S Growth Et with a value of $24.4M.
Examining the 13F form we can see an decrease of $3.54M in the current position value, from $400M to 396M.
Below you can find more details about Mascoma Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$396 Million
ETFs: $364 Million
Technology: $11.6 Million
Financial Services: $4.11 Million
Industrials: $4.1 Million
Healthcare: $3.34 Million
Consumer Cyclical: $2.91 Million
Communication Services: $2.9 Million
Consumer Defensive: $2.23 Million
Other: $1.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
