Mascoma Wealth Management LLC Portfolio Holdings
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
Mascoma Wealth Management LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $400 Million distributed in 456 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 $60.4M, Ishares Core U.S. Aggregate Bo with a value of $42.7M, Vanguard Ftse Developed Market with a value of $31.6M, Fidelity Merrimack Str Tr Tota with a value of $29.3M, and Ishares Core S&P U.S Growth Et with a value of $24M.
Examining the 13F form we can see an increase of $23.6M in the current position value, from $376M to 400M.
Below you can find more details about Mascoma Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 456
- Current Value $400 Million
- Prior Value $376 Million
- Filing
- Period Q3 2024
- Filing Date November 05, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 19 stocks
- Additional Purchases 41 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks