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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, JPST, and represent 47.55% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FELC (+$11M), JIRE (+$9.7M), IVV (+$5.5M), MTUM, ESGU, AGG, FBND, JCPB, IJR, IJH.
Started 32 new stock positions in SFIX, CRSP, PRF, IBTI, FIVN, APPN, KBE, VTV, MFDX, XYL.
Reduced shares in these 10 stocks: FDVV (-$13M), VEA (-$6.0M), IUSG, VIG, DSI, ESGD, EAGG, SGOV, DVY, NULV.
Sold out of its positions in AMLP, ASGI, ALL, AEE, ARCB, BBD, Blackrock Muni Intermediate Drtn Fnd, BCX, CME, CTVA.
Mascoma Wealth Management was a net buyer of stock by $6.9M.
Mascoma Wealth Management has $401M in assets under management (AUM), dropping by 0.81%.
Central Index Key (CIK): 0001695664

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 497 positions in its portfolio as reported in the March 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)	15.8	$64M	+9%	113k	561.90	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	11.7	$47M	+7%	475k	98.92	View chart
Fidelity Total Bond Etf Etf (FBND)	8.1	$33M	+8%	712k	45.65	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	6.7	$27M	-18%	526k	50.83	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	5.2	$21M		416k	50.63	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	5.0	$20M		182k	110.46	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	4.8	$19M	-14%	150k	127.08	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	4.1	$16M	+6%	348k	47.04	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	2.7	$11M	NEW	345k	31.19	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	2.4	$9.7M	NEW	153k	63.72	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	2.1	$8.6M	-7%	85k	100.67	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	2.1	$8.5M	-16%	83k	102.41	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.0	$7.9M	+11%	135k	58.35	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.8	$7.3M	+14%	69k	104.57	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.8	$7.2M	-29%	37k	193.99	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.7	$6.8M	-11%	143k	47.48	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.2	$4.9M	-18%	60k	81.69	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.2	$4.8M	NEW	24k	202.13	View chart
Apple Stock (AAPL)	1.2	$4.7M	-6%	21k	222.13	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.1	$4.4M	+6%	111k	39.37	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.9	$3.5M	+1287%	29k	121.91	View chart
Microsoft Corp Stock (MSFT)	0.8	$3.4M	+5%	9.0k	375.39	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.7	$2.8M	-7%	29k	93.66	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.6	$2.5M	-83%	51k	49.60	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.6	$2.4M		80k	30.10	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.6	$2.4M	-19%	59k	40.49	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.5	$2.1M	-13%	27k	78.28	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$2.0M	-6%	4.0k	513.97	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.5	$1.9M		23k	82.73	View chart
Howmet Aerospace Stock (HWM)	0.3	$1.3M		10k	129.73	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.2M	+2%	2.3k	532.58	View chart
First Trust Water Etf Etf (FIW)	0.3	$1.2M	-31%	12k	100.71	View chart
Amazon Stock (AMZN)	0.3	$1.2M	-5%	6.4k	190.26	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.2M	-16%	6.3k	188.16	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$1.2M	-9%	2.5k	469.00	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.3	$1.0M	-3%	27k	38.41	View chart
Costco Whsl Corp Stock (COST)	0.2	$889k		940.00	945.78	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$861k	-41%	6.4k	134.28	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$851k	-3%	3.3k	258.62	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$752k	-9%	22k	34.95	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$742k	+5%	13k	57.14	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.2	$719k		9.2k	77.92	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$683k	+39%	13k	50.95	View chart
Verizon Communications Stock (VZ)	0.2	$673k	-6%	15k	45.36	View chart
Nvidia Corporation Stock (NVDA)	0.2	$658k		6.1k	108.38	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$633k	-16%	4.1k	154.64	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.2	$617k	-5%	9.0k	68.32	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$615k	+19%	1.2k	497.60	View chart
Eli Lilly & Co Stock (LLY)	0.1	$589k	-3%	714.00	825.49	View chart
Visa Inc Com Cl A Stock (V)	0.1	$562k	-5%	1.6k	350.46	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$558k		2.3k	245.30	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.1	$555k	+2%	11k	50.70	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$539k	-24%	5.8k	92.29	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$512k		6.3k	81.73	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$508k	-5%	8.4k	60.19	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$504k		875.00	576.36	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$491k		2.5k	199.49	View chart
Automatic Data Processing Stock (ADP)	0.1	$489k	-4%	1.6k	305.53	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.1	$476k		21k	23.04	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$442k	-42%	7.2k	61.78	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$434k	+6%	2.0k	221.79	View chart
Rtx Corporation Stock (RTX)	0.1	$418k	-4%	3.2k	132.45	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.1	$384k	+115%	3.4k	111.51	View chart
Procter And Gamble Stock (PG)	0.1	$362k		2.1k	170.42	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$357k	-7%	7.1k	49.95	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$355k	-6%	8.6k	41.13	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$348k	+3%	5.0k	68.89	View chart
Home Depot Stock (HD)	0.1	$341k	-2%	929.00	366.54	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$339k	-18%	2.2k	156.23	View chart
Unitedhealth Group Stock (UNH)	0.1	$335k		639.00	523.75	View chart
Pepsico Stock (PEP)	0.1	$335k		2.2k	149.94	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.1	$331k	-16%	3.4k	98.74	View chart
Ishares Ibonds 2025 Term High Yield & Income Etf Etf (IBHE)	0.1	$324k		14k	23.24	View chart
Lam Research Corp Stock (LRCX)	0.1	$305k		4.2k	72.70	View chart
Chevron Corp Stock (CVX)	0.1	$301k	-3%	1.8k	167.29	View chart
Amgen Stock (AMGN)	0.1	$274k	-10%	880.00	311.64	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$273k		5.5k	49.62	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.1	$266k	-14%	11k	24.99	View chart
Coca Cola Stock (KO)	0.1	$263k		3.7k	71.62	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$258k		12k	22.42	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$257k		6.8k	37.86	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$255k		456.00	559.39	View chart
Johnson & Johnson Stock (JNJ)	0.1	$249k	-8%	1.5k	165.84	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$246k	-16%	2.6k	93.45	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$243k		2.6k	92.83	View chart
Grainger W W Stock (GWW)	0.1	$241k		244.00	987.83	View chart
Broadcom Stock (AVGO)	0.1	$238k	-11%	1.4k	167.43	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.1	$229k	-28%	10k	22.94	View chart
Mcdonalds Corp Stock (MCD)	0.1	$217k		695.00	312.37	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$217k	-11%	1.4k	160.71	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.1	$216k		1.9k	116.37	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$212k	-19%	4.1k	52.37	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.1	$212k	-32%	9.1k	23.37	View chart
International Business Machs Stock (IBM)	0.1	$207k	-10%	831.00	248.70	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$198k		2.6k	75.65	View chart
Tesla Stock (TSLA)	0.0	$182k	-6%	703.00	259.16	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$177k	-33%	2.3k	76.50	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$172k	-8%	1.0k	170.89	View chart
American Express Stock (AXP)	0.0	$167k		621.00	269.05	View chart
Abbvie Stock (ABBV)	0.0	$167k		797.00	209.52	View chart
Eastern Bankshares Stock (EBC)	0.0	$163k		9.9k	16.40	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$160k		1.6k	97.98	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$158k		980.00	161.27	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$153k		660.00	231.51	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$150k	-2%	3.3k	45.07	View chart
Royce Small Cap Trust Cef (RVT)	0.0	$146k		10k	14.24	View chart
Tjx Cos Stock (TJX)	0.0	$145k		1.2k	121.79	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$144k	-63%	399.00	361.09	View chart
Paychex Stock (PAYX)	0.0	$141k		914.00	154.31	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$140k		2.4k	58.34	View chart
Salesforce Stock (CRM)	0.0	$139k		518.00	268.36	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$136k	+18%	3.1k	43.70	View chart
Kellanova Stock (K)	0.0	$132k		1.6k	82.49	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$132k	-7%	240.00	548.12	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$131k	-15%	1.1k	119.73	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$129k		1.6k	80.37	View chart
Biogen Stock (BIIB)	0.0	$127k		927.00	136.84	View chart
Dnp Select Income Cef (DNP)	0.0	$126k		13k	9.89	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$122k		638.00	190.58	View chart
Progressive Corp Stock (PGR)	0.0	$120k	+585%	425.00	283.01	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$120k	-13%	1.0k	118.93	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$115k		752.00	153.10	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$115k		3.6k	31.85	View chart
Pfizer Stock (PFE)	0.0	$114k		4.5k	25.34	View chart
Cisco Sys Stock (CSCO)	0.0	$113k		1.8k	61.71	View chart
Gilead Sciences Stock (GILD)	0.0	$112k		997.00	112.05	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$106k		198.00	533.48	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$105k	-80%	1.3k	78.94	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$104k	-29%	301.00	345.24	View chart
At&t Stock (T)	0.0	$103k		3.6k	28.28	View chart
Oracle Corp Stock (ORCL)	0.0	$102k		730.00	139.81	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$101k	-39%	225.00	446.71	View chart
Oneok Stock (OKE)	0.0	$99k		1.0k	99.22	View chart
Xylem Stock (XYL)	0.0	$96k	NEW	800.00	119.46	View chart
General Dynamics Corp Stock (GD)	0.0	$95k		350.00	272.58	View chart
Deere & Co Stock (DE)	0.0	$95k		203.00	469.35	View chart
Kroger Stock (KR)	0.0	$95k		1.4k	67.69	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$94k		1.6k	57.56	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$94k		3.3k	28.53	View chart
Ishares Gold Trust Etf (IAU)	0.0	$94k		1.6k	58.96	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$92k		295.00	312.04	View chart
Alcoa Corp Stock (AA)	0.0	$92k		3.0k	30.50	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$90k		166.00	542.38	View chart
Watsco Stock (WSO)	0.0	$89k	-14%	175.00	508.30	View chart
S&p Global Stock (SPGI)	0.0	$88k	-8%	174.00	508.10	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$88k		1.0k	88.33	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$84k	-11%	2.1k	39.08	View chart
Blackrock Stock (BLK)	0.0	$83k	-30%	88.00	946.48	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$83k	-9%	2.3k	35.66	View chart
Illinois Tool Wks Stock (ITW)	0.0	$83k		334.00	248.01	View chart
Ge Aerospace Stock (GE)	0.0	$83k	-10%	413.00	200.33	View chart
The Cigna Group Stock (CI)	0.0	$81k	-52%	245.00	329.27	View chart
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH)	0.0	$80k		870.00	92.27	View chart
Berkley W R Corp Stock (WRB)	0.0	$80k	-3%	1.1k	71.16	View chart
Emerson Elec Stock (EMR)	0.0	$80k		725.00	109.64	View chart
Eaton Corp Stock (ETN)	0.0	$79k		289.00	271.83	View chart
Abbott Labs Stock (ABT)	0.0	$75k		562.00	132.65	View chart
Virtus Total Return Cef (ZTR)	0.0	$71k		12k	5.97	View chart
Netflix Stock (NFLX)	0.0	$71k	-16%	76.00	932.53	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$71k	-16%	498.00	142.22	View chart
Honeywell Intl Stock (HON)	0.0	$71k	-10%	333.00	211.75	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$70k	+5%	1.9k	36.90	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$70k		1.2k	57.58	View chart
Essential Utils Stock (WTRG)	0.0	$70k		1.8k	39.53	View chart
Onespaworld Holdings Stock (OSW)	0.0	$69k		4.1k	16.79	View chart
Cohen & Steers Total Return Rl Cef (RFI)	0.0	$68k		5.7k	12.09	View chart
American Elec Pwr Stock (AEP)	0.0	$66k		600.00	109.27	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$64k		788.00	81.45	View chart
Humana Stock (HUM)	0.0	$64k		242.00	264.60	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$64k		341.00	187.51	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$63k	-18%	485.00	128.84	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$62k	-58%	618.00	100.62	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$62k		234.00	264.73	View chart
Ishares Silver Trust Etf (SLV)	0.0	$61k		2.0k	30.99	View chart
Intel Corp Stock (INTC)	0.0	$57k		2.5k	22.71	View chart
Autozone Stock (AZO)	0.0	$57k		15.00	3812.80	View chart
Air Prods & Chems Stock (APD)	0.0	$55k		186.00	294.92	View chart
Stryker Corporation Stock (SYK)	0.0	$54k		146.00	372.25	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$54k	-56%	195.00	274.84	View chart
Merck & Co Stock (MRK)	0.0	$53k	-24%	593.00	89.76	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$52k		519.00	100.00	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$51k	-47%	780.00	65.59	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$51k		500.00	102.18	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$51k		839.00	60.66	View chart
Carrier Global Corporation Stock (CARR)	0.0	$51k		802.00	63.40	View chart
Danaher Corporation Stock (DHR)	0.0	$51k	-51%	247.00	205.00	View chart
Idexx Labs Stock (IDXX)	0.0	$50k		120.00	419.95	View chart
3M Stock (MMM)	0.0	$50k		341.00	146.86	View chart
Nuveen Mun Value Cef (NUV)	0.0	$50k		5.7k	8.77	View chart
Cvs Health Corp Stock (CVS)	0.0	$49k		723.00	67.75	View chart
Walmart Stock (WMT)	0.0	$48k	-26%	545.00	87.79	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$48k		450.00	105.60	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$46k		1.0k	46.07	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$46k		420.00	108.69	View chart
Disney Walt Stock (DIS)	0.0	$46k		462.00	98.77	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.0	$46k	NEW	3.2k	14.26	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$44k		111.00	399.09	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$44k	NEW	2.0k	22.25	View chart
M & T Bk Corp Stock (MTB)	0.0	$44k		245.00	178.73	View chart
Tractor Supply Stock (TSCO)	0.0	$42k		753.00	55.10	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$41k		321.00	127.87	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$41k		197.00	206.81	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$40k	+255%	1.1k	36.98	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$39k		830.00	46.98	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$39k		638.00	60.98	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$39k		644.00	59.94	View chart
Starbucks Corp Stock (SBUX)	0.0	$39k		393.00	98.09	View chart
D R Horton Stock (DHI)	0.0	$39k		303.00	127.13	View chart
Intercontinental Exchange Stock (ICE)	0.0	$38k		220.00	172.50	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$37k	+5%	429.00	85.12	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$36k		156.00	229.06	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$36k		510.00	69.81	View chart
Agilent Technologies Stock (A)	0.0	$35k		300.00	116.98	View chart
Labcorp Holdings Stock (LH)	0.0	$35k		150.00	232.74	View chart
Mckesson Corp Stock (MCK)	0.0	$34k		51.00	672.98	View chart
Cdw Corp Stock (CDW)	0.0	$34k	-32%	214.00	160.26	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$34k		1.0k	34.14	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$34k		415.00	81.67	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$34k	NEW	650.00	51.78	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$33k	-54%	610.00	53.97	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$33k		321.00	102.23	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$33k		137.00	238.20	View chart
Elevance Health Stock (ELV)	0.0	$33k		75.00	434.96	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$33k		288.00	113.13	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$33k		397.00	81.76	View chart
Nextera Energy Stock (NEE)	0.0	$32k	-29%	455.00	70.89	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$32k		1.0k	31.02	View chart
Ameriprise Finl Stock (AMP)	0.0	$32k		66.00	484.11	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$31k		166.00	189.16	View chart
Sysco Corp Stock (SYY)	0.0	$31k		414.00	75.04	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$30k		691.00	43.44	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$30k		575.00	51.49	View chart
Dte Energy Stock (DTE)	0.0	$30k		214.00	138.27	View chart
Calamos Conv Opportunities & I Sh Ben Int Cef (CHI)	0.0	$30k	NEW	3.1k	9.59	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$29k		279.00	103.20	View chart
Wells Fargo Stock (WFC)	0.0	$27k		379.00	71.79	View chart
Spdr S&p Kensho Clean Power Etf Etf (CNRG)	0.0	$27k	-34%	540.00	50.35	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$27k	-91%	597.00	45.26	View chart
Bank America Corp Stock (BAC)	0.0	$27k	-27%	647.00	41.73	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$27k	-69%	111.00	242.46	View chart
HP Stock (HPQ)	0.0	$26k		955.00	27.69	View chart
Ge Vernova Stock (GEV)	0.0	$26k	+3%	86.00	304.65	View chart
American Tower Corp Reit (AMT)	0.0	$26k	-51%	120.00	217.60	View chart
Adobe Stock (ADBE)	0.0	$26k	-20%	68.00	383.53	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$26k		465.00	55.45	View chart
Patterson Cos Stock (PDCO)	0.0	$26k		824.00	31.24	View chart
Halliburton Stock (HAL)	0.0	$26k		1.0k	25.37	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.0	$25k	-68%	488.00	51.31	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$25k	-66%	503.00	49.73	View chart
Caterpillar Stock (CAT)	0.0	$25k		75.00	329.80	View chart
Metlife Stock (MET)	0.0	$24k		300.00	80.29	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	0.0	$24k		466.00	50.54	View chart
Conocophillips Stock (COP)	0.0	$23k		220.00	105.02	View chart
Travelers Companies Stock (TRV)	0.0	$23k		86.00	264.47	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$22k		424.00	51.14	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.0	$21k		810.00	26.47	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$21k	NEW	100.00	211.83	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$21k	NEW	524.00	40.39	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$21k		422.00	49.81	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$21k		82.00	251.77	View chart
Baxter Intl Stock (BAX)	0.0	$20k		592.00	34.23	View chart
Csx Corp Stock (CSX)	0.0	$20k		681.00	29.43	View chart
Clearway Energy Inc Cl C Stock (CWEN)	0.0	$20k	-39%	660.00	30.27	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$20k		346.00	57.30	View chart
Duke Energy Corp Stock (DUK)	0.0	$20k		162.00	121.97	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$20k	-46%	168.00	117.49	View chart
Astrazeneca Adr (AZN)	0.0	$19k		264.00	73.50	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$19k		78.00	244.03	View chart
Sherwin Williams Stock (SHW)	0.0	$19k	-77%	54.00	349.19	View chart
Vanguard Value Etf Etf (VTV)	0.0	$19k	NEW	107.00	172.89	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$18k		1.6k	11.20	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$18k		72.00	247.56	View chart
Union Pac Corp Stock (UNP)	0.0	$18k		74.00	236.24	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$17k	-85%	56.00	308.88	View chart
Oreilly Automotive Stock (ORLY)	0.0	$17k		12.00	1432.58	View chart
Ishares Msci Global Sustainable Development Goals Etf Etf (SDG)	0.0	$17k		237.00	72.39	View chart
Fedex Corp Stock (FDX)	0.0	$17k		70.00	243.79	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$17k		217.00	78.28	View chart
Snap On Stock (SNA)	0.0	$17k		50.00	337.02	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$17k		98.00	170.11	View chart
Packaging Corp Amer Stock (PKG)	0.0	$17k		84.00	198.02	View chart
Texas Instrs Stock (TXN)	0.0	$16k		90.00	179.70	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$16k		114.00	141.32	View chart
Us Bancorp Del Stock (USB)	0.0	$16k		378.00	42.22	View chart
Palo Alto Networks Stock (PANW)	0.0	$16k		92.00	170.64	View chart
Lowes Cos Stock (LOW)	0.0	$15k		66.00	233.23	View chart
Qualcomm Stock (QCOM)	0.0	$15k	-31%	100.00	153.61	View chart
Builders Firstsource Stock (BLDR)	0.0	$15k		122.00	124.94	View chart
Eaton Vance Mun Bd Cef (EIM)	0.0	$15k		1.5k	9.97	View chart
Parker-hannifin Corp Stock (PH)	0.0	$15k		25.00	607.84	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$15k		351.00	42.50	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$15k		189.00	78.55	View chart
Applied Matls Stock (AMAT)	0.0	$14k		99.00	145.12	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$14k		300.00	47.53	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.0	$14k		323.00	43.88	View chart
Goldman Sachs Group Stock (GS)	0.0	$14k	NEW	25.00	546.28	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$14k		543.00	25.15	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$14k		120.00	113.18	View chart
Paypal Hldgs Stock (PYPL)	0.0	$13k		206.00	65.25	View chart
Ecolab Stock (ECL)	0.0	$13k		53.00	253.53	View chart
Invesco Mun Opportunity Tr Cef (VMO)	0.0	$13k		1.4k	9.49	View chart
Blackrock Muni Income Tr Ii Cef (BLE)	0.0	$13k		1.3k	10.39	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.0	$13k		1.1k	12.23	View chart
Nyli Ftse International Equity Currency Neutral Etf Etf (HFXI)	0.0	$13k	NEW	475.00	27.52	View chart
Rockwell Automation Stock (ROK)	0.0	$13k		50.00	258.38	View chart
Progress Software Corp Stock (PRGS)	0.0	$13k		250.00	51.51	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$13k	-66%	136.00	92.46	View chart
Constellation Energy Corp Stock (CEG)	0.0	$13k	-40%	62.00	201.63	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.0	$12k		1.2k	10.19	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$12k	NEW	102.00	118.59	View chart
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN)	0.0	$12k		410.00	28.62	View chart
Ebay Stock (EBAY)	0.0	$12k		173.00	67.73	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$12k		120.00	97.48	View chart
Morgan Stanley Stock (MS)	0.0	$12k	NEW	100.00	116.67	View chart
Amedisys Stock (AMED)	0.0	$12k		125.00	92.63	View chart
Kraneshares Global Carbon Strategy Etf Etf (KRBN)	0.0	$11k		393.00	28.22	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$11k		100.00	109.99	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$11k	-8%	136.00	80.54	View chart
Brunswick Corp Stock (BC)	0.0	$11k		200.00	53.85	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$11k	-90%	462.00	22.98	View chart
Spdr S&p Bank Etf Etf (KBE)	0.0	$11k	NEW	200.00	52.96	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.0	$11k	-61%	637.00	16.60	View chart
Reddit Inc Cl A Stock (RDDT)	0.0	$11k		100.00	104.90	View chart
Digital Rlty Tr Reit (DLR)	0.0	$11k		73.00	143.29	View chart
Dt Midstream Stock (DTM)	0.0	$10k		107.00	96.48	View chart
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB)	0.0	$10k		225.00	45.76	View chart
First Trust Consumer Discretionary Alphadex Fund Etf (FXD)	0.0	$10k		177.00	57.89	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$10k	-84%	99.00	103.43	View chart
Blackrock Munivest Cef (MVF)	0.0	$10k		1.4k	7.01	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$9.9k		799.00	12.38	View chart
General Mtrs Stock (GM)	0.0	$9.9k		210.00	47.01	View chart
Equinix Reit (EQIX)	0.0	$9.8k		12.00	815.33	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$9.8k		72.00	135.68	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$9.6k		79.00	122.01	View chart
Target Corp Stock (TGT)	0.0	$9.4k		90.00	104.36	View chart
Colgate Palmolive Stock (CL)	0.0	$9.4k		100.00	93.70	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$9.4k	NEW	97.00	96.52	View chart
Mfs High Income Mun Tr Sh Ben Int Cef (CXE)	0.0	$9.3k		2.5k	3.69	View chart
Blackstone Stock (BX)	0.0	$9.2k		66.00	139.77	View chart
Discover Finl Svcs Stock (DFS)	0.0	$9.2k		54.00	170.70	View chart
Booking Holdings Stock (BKNG)	0.0	$9.2k		2.00	4607.00	View chart
Price T Rowe Group Stock (TROW)	0.0	$9.2k		100.00	91.87	View chart
Hartford Multifactor Developed Markets Etf (RODM)	0.0	$9.2k	NEW	296.00	30.94	View chart
State Str Corp Stock (STT)	0.0	$9.0k		100.00	89.53	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$8.9k		54.00	164.65	View chart
Williams Cos Stock (WMB)	0.0	$8.8k		147.00	59.76	View chart
Ford Mtr Stock (F)	0.0	$8.8k	-8%	876.00	10.03	View chart
Chubb Stock (CB)	0.0	$8.8k	-57%	29.00	302.00	View chart
First Solar Stock (FSLR)	0.0	$8.7k		69.00	126.43	View chart
Exelon Corp Stock (EXC)	0.0	$8.7k	-39%	188.00	46.08	View chart
Pimco Rafi Dynamic Multi-factor International Equity Etf Etf (MFDX)	0.0	$8.6k	NEW	268.00	31.98	View chart
Sempra Stock (SRE)	0.0	$8.1k		114.00	71.36	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$8.0k	-31%	175.00	45.97	View chart
Wk Kellogg Stock (KLG)	0.0	$8.0k		401.00	19.93	View chart
Ishares Esg Aware 40/60 Moderate Allocation Etf Etf (EAOM)	0.0	$7.6k		276.00	27.63	View chart
Blackrock Calif Mun Income Tr Sh Ben Int Cef (BFZ)	0.0	$7.6k		691.00	10.98	View chart
Dow Stock (DOW)	0.0	$7.5k		216.00	34.92	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.0	$7.5k	NEW	141.00	53.40	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$7.5k		125.00	60.15	View chart
Novartis Adr (NVS)	0.0	$7.5k		67.00	111.48	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$7.4k		112.00	66.26	View chart
Intuit Stock (INTU)	0.0	$7.4k		12.00	614.00	View chart
Tetra Tech Stock (TTEK)	0.0	$7.3k		250.00	29.25	View chart
Crown Castle Reit (CCI)	0.0	$7.2k		69.00	104.23	View chart
Star Bulk Carriers Corp. Shs Par Stock (SBLK)	0.0	$7.0k	-65%	450.00	15.56	View chart
Cintas Corp Stock (CTAS)	0.0	$7.0k		34.00	205.53	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$7.0k		38.00	183.53	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.0	$6.9k	-5%	183.00	37.63	View chart
Dover Corp Stock (DOV)	0.0	$6.9k		39.00	175.69	View chart
Carlisle Cos Stock (CSL)	0.0	$6.8k		20.00	340.50	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$6.8k		14.00	484.79	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$6.8k		92.00	73.77	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$6.7k		38.00	175.76	View chart
L3harris Technologies Stock (LHX)	0.0	$6.5k	-13%	31.00	209.32	View chart
Solventum Corp Stock (SOLV)	0.0	$6.5k		85.00	76.04	View chart
Hasbro Stock (HAS)	0.0	$6.5k		105.00	61.49	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$6.5k		500.00	12.91	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.0	$6.4k	-54%	170.00	37.50	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$6.2k		84.00	73.61	View chart
Fastenal Stock (FAST)	0.0	$6.1k		79.00	77.54	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$6.0k	-84%	48.00	125.98	View chart
Clorox Co Del Stock (CLX)	0.0	$5.9k		40.00	147.25	View chart
Enbridge Stock (ENB)	0.0	$5.8k		132.00	44.31	View chart
Analog Devices Stock (ADI)	0.0	$5.8k		29.00	201.66	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$5.8k		39.00	148.38	View chart
Millerknoll Stock (MLKN)	0.0	$5.7k		300.00	19.14	View chart
Motorola Solutions Stock (MSI)	0.0	$5.7k		13.00	437.85	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$5.6k	-81%	51.00	110.45	View chart
Devon Energy Corp Stock (DVN)	0.0	$5.6k		150.00	37.40	View chart
Dominion Energy Stock (D)	0.0	$5.6k		100.00	56.07	View chart
Invesco Solar Etf Etf (TAN)	0.0	$5.5k		180.00	30.46	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$5.4k		65.00	83.28	View chart
Makemytrip Limited Mauritius Stock (MMYT)	0.0	$5.4k	NEW	55.00	97.98	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$5.3k		209.00	25.55	View chart
Xcel Energy Stock (XEL)	0.0	$5.3k		75.00	70.79	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$5.1k		108.00	47.31	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$5.1k		162.00	31.45	View chart
Annaly Capital Management Reit (NLY)	0.0	$5.1k		250.00	20.31	View chart
Diageo Adr (DEO)	0.0	$5.0k		48.00	104.79	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$4.9k		14.00	352.57	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$4.8k		419.00	11.52	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.0	$4.8k	-80%	165.00	29.23	View chart
Sonoco Prods Stock (SON)	0.0	$4.7k		100.00	47.24	View chart
Ishares Esg Aware 60/40 Balanced Allocation Etf Etf (EAOR)	0.0	$4.6k	+41%	146.00	31.24	View chart
Autodesk Stock (ADSK)	0.0	$4.5k		17.00	261.82	View chart
Blackrock Muniyield Cef (MYD)	0.0	$4.4k		421.00	10.55	View chart
General Mls Stock (GIS)	0.0	$4.3k		72.00	59.79	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$4.2k	-62%	28.00	150.96	View chart
Fortis Stock (FTS)	0.0	$4.1k		91.00	45.58	View chart
Capital One Finl Corp Stock (COF)	0.0	$4.1k		23.00	179.30	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$4.1k		670.00	6.13	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$4.1k		8.00	512.00	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$4.1k	-55%	16.00	255.50	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$4.0k		137.00	29.47	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$4.0k		96.00	41.85	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$4.0k	-35%	54.00	73.28	View chart
Sturm Ruger & Co Stock (RGR)	0.0	$3.9k		100.00	39.29	View chart
Trump Media & Technology Group Stock (DJT)	0.0	$3.9k		200.00	19.54	View chart
Realty Income Corp Reit (O)	0.0	$3.9k		67.00	58.01	View chart
Blackrock Muniyield Quality Cef (MQT)	0.0	$3.8k		383.00	10.00	View chart
Martin Marietta Matls Stock (MLM)	0.0	$3.8k		8.00	478.12	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$3.8k		182.00	20.77	View chart
Pitney Bowes Stock (PBI)	0.0	$3.8k		415.00	9.05	View chart
Alliancebernstein Natl Mun Inm Cef (AFB)	0.0	$3.7k		345.00	10.86	View chart
Exelixis Stock (EXEL)	0.0	$3.7k	NEW	100.00	36.92	View chart
Olin Corp Com Par $1 Stock (OLN)	0.0	$3.6k		150.00	24.24	View chart
Federated Hermes Prem Muni Inm Cef (FMN)	0.0	$3.6k		333.00	10.86	View chart
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL)	0.0	$3.6k		3.00	1200.67	View chart
Veralto Corp Stock (VLTO)	0.0	$3.5k		36.00	97.44	View chart
Hubspot Stock (HUBS)	0.0	$3.4k		6.00	571.33	View chart
Bny Mellon Strategic Muns Cef (LEO)	0.0	$3.4k		557.00	6.12	View chart
Blackrock Munivest Fd Ii Cef (MVT)	0.0	$3.4k		319.00	10.57	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$3.4k		326.00	10.29	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$3.3k		55.00	60.89	View chart
Stanley Black & Decker Stock (SWK)	0.0	$3.3k		43.00	76.28	View chart
Bny Mellon Strategic Mun Bd Cef (DSM)	0.0	$3.3k		565.00	5.77	View chart
Microchip Technology Stock (MCHP)	0.0	$3.2k		66.00	48.41	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.0	$3.2k		320.00	9.96	View chart
Invesco Advantage Mun Income T Sh Ben Int Cef (VKI)	0.0	$3.1k		364.00	8.54	View chart
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU)	0.0	$2.9k		844.00	3.49	View chart
Uber Technologies Stock (UBER)	0.0	$2.9k		40.00	72.85	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$2.6k		33.00	80.12	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$2.6k	NEW	15.00	175.40	View chart
Walker & Dunlop Stock (WD)	0.0	$2.6k	NEW	30.00	85.37	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$2.5k		200.00	12.45	View chart
Intuitive Surgical Stock (ISRG)	0.0	$2.5k		5.00	495.20	View chart
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA)	0.0	$2.5k	NEW	69.00	35.58	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$2.4k		223.00	10.73	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$2.3k	-82%	14.00	166.00	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$2.3k		200.00	11.42	View chart
Pimco Calif Mun Income Fd Iii Cef (PZC)	0.0	$2.2k		343.00	6.52	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$2.2k		75.00	29.79	View chart
Monster Beverage Corp Stock (MNST)	0.0	$2.2k		38.00	58.53	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$2.0k		3.00	662.67	View chart
Lululemon Athletica Stock (LULU)	0.0	$2.0k		7.00	283.00	View chart
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN)	0.0	$1.9k		10.00	191.20	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$1.9k		100.00	18.96	View chart
Tko Group Holdings Inc Cl A Stock (TKO)	0.0	$1.8k		12.00	152.83	View chart
Alcon Ag Ord Stock (ALC)	0.0	$1.8k		19.00	94.95	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$1.7k		18.00	95.50	View chart
Viatris Stock (VTRS)	0.0	$1.6k		186.00	8.73	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$1.6k		11.00	146.64	View chart
Servicenow Stock (NOW)	0.0	$1.6k		2.00	796.00	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$1.6k		42.00	37.86	View chart
Bank Of Nt Butterfield&son Stock (NTB)	0.0	$1.6k	NEW	40.00	38.92	View chart
Doximity Inc Cl A Stock (DOCS)	0.0	$1.5k		25.00	58.04	View chart
Dolby Laboratories Inc Com Cl A Stock (DLB)	0.0	$1.4k		18.00	80.33	View chart
Archer Aviation Inc Com Cl A Stock (ACHR)	0.0	$1.4k		200.00	7.11	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$1.4k	NEW	40.00	34.02	View chart
Insulet Corp Stock (PODD)	0.0	$1.3k		5.00	262.60	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$1.3k		14.00	90.00	View chart
Blackrock Munihldngs Cali Qlty Cef (MUC)	0.0	$1.2k		108.00	10.71	View chart
Sun Life Financial Stock (SLF)	0.0	$1.1k		20.00	57.15	View chart
Fortrea Hldgs Stock (FTRE)	0.0	$1.1k		150.00	7.55	View chart
Blackrock Muniyield Quality Cef (MYI)	0.0	$933.997000		85.00	10.99	View chart
Appian Corp Cl A Stock (APPN)	0.0	$864.000000	NEW	30.00	28.80	View chart
Five9 Stock (FIVN)	0.0	$815.001000	NEW	30.00	27.17	View chart
Hancock John Invt Tr Ii Cef (JHI)	0.0	$679.000000		50.00	13.58	View chart
Kyndryl Hldgs Stock (KD)	0.0	$659.001000		21.00	31.38	View chart
Blackrock Muniyield N Y Qualit Cef (MYN)	0.0	$595.998000		60.00	9.93	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$595.000000		7.00	85.00	View chart
Paylocity Hldg Corp Stock (PCTY)	0.0	$561.999900		3.00	187.33	View chart
Wabtec Stock (WAB)	0.0	$543.999900		3.00	181.33	View chart
Blackrock Muniyild Qult Cef (MQY)	0.0	$539.000400		46.00	11.72	View chart
Blackrock Munihldgs Ny Qlty Cef (MHN)	0.0	$486.998400		48.00	10.15	View chart
Ionis Pharmaceuticals Stock (IONS)	0.0	$422.000600		14.00	30.14	View chart
Embecta Corp Stock (EMBC)	0.0	$343.998900		27.00	12.74	View chart
Pimco Mun Income Cef (PMF)	0.0	$335.999800		38.00	8.84	View chart
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC)	0.0	$253.000300		7.00	36.14	View chart
Stitch Fix Inc Com Cl A Stock (SFIX)	0.0	$227.997000	NEW	70.00	3.26	View chart
Nokia Corp Adr (NOK)	0.0	$211.000000		40.00	5.28	View chart
Sandisk Corp Stock	0.0	$190.000000	NEW	4.00	47.50	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$163.000000		2.00	81.50	View chart
Conduent Stock (CNDT)	0.0	$108.000000		40.00	2.70	View chart
Zimvie Stock (ZIMV)	0.0	$108.000000		10.00	10.80	View chart
Baozun Adr (BZUN)	0.0	$81.999000	NEW	30.00	2.73	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$0		0	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 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
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

View all past filings

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