Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 49.00% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$13M), FBND (+$6.3M), IJH (+$6.3M), AGG (+$5.8M), FDVV, EAGG, DSI, SHV, NULG, NULV.
Started 4 new stock positions in FLRN, Reddit, IBTH, VXUS.
Reduced shares in these 10 stocks: SPSB (-$6.0M), JPST, IUSG, IGSB, VEA, IVV, DVY, SUSB, VIG, FIW.
Sold out of its positions in Aurora Cannabis, AVY, CGC, GLW, CTVA, DBEF, ET, PDBC, CSD, IWS. IWB, REET, NUE, MFEM, SCHH, BLV, VGK, VV, WEC.
Mascoma Wealth Management was a net buyer of stock by $8.5M.
Mascoma Wealth Management has $351M in assets under management (AUM), dropping by 5.60%.
Central Index Key (CIK): 0001695664

Tip: Access up to 7 years of quarterly data

Positions held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 452 positions in its portfolio as reported in the March 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)	17.2	$60M		115k	525.73	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	10.6	$37M	+18%	379k	97.94	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.0	$28M	-4%	561k	50.17	View chart
Fidelity Total Bond Etf Etf (FBND)	7.1	$25M	+33%	554k	45.31	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	6.1	$21M	-5%	183k	117.21	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	5.6	$20M	-17%	387k	50.45	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	5.1	$18M	+3%	161k	110.54	View chart
Fidelity High Dividend Etf Etf (FDVV)	3.7	$13M	+32%	289k	45.31	View chart
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)	3.7	$13M	+94456%	275k	46.65	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	3.0	$10M	+5%	103k	100.81	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.2	$7.9M	+392%	130k	60.74	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.9	$6.6M		60k	110.52	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.6	$5.7M	+13%	122k	47.06	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.4	$4.8M	-9%	58k	83.58	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.2	$4.3M		54k	79.91	View chart
Apple Stock (AAPL)	1.2	$4.1M	-9%	24k	171.48	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.1	$3.7M	+4%	102k	36.19	View chart
Microsoft Corp Stock (MSFT)	0.8	$3.0M	-2%	7.1k	420.72	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.7	$2.4M	+20%	63k	38.86	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$2.3M		4.7k	480.72	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.6	$2.2M	+22%	29k	76.28	View chart
Ishares Select Dividend Etf Etf (DVY)	0.6	$2.2M	-34%	18k	123.18	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.6	$2.0M	-30%	11k	182.61	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$1.9M	-3%	4.4k	444.03	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.5	$1.8M	-23%	26k	69.77	View chart
First Trust Water Etf Etf (FIW)	0.4	$1.6M	-34%	15k	102.10	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.3	$1.2M	-18%	31k	40.27	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.3	$1.2M	-34%	26k	46.55	View chart
Amazon Stock (AMZN)	0.3	$1.1M		6.2k	180.38	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.1M	-3%	6.2k	179.11	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.3	$1.1M	-7%	19k	58.06	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.3	$1.1M	-38%	19k	57.86	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$1.0M	-13%	12k	90.44	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.0M		2.4k	420.52	View chart
Verizon Communications Stock (VZ)	0.3	$995k	-32%	24k	41.96	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.3	$988k	-25%	14k	70.88	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.3	$970k	-57%	19k	51.28	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.3	$956k	-43%	19k	50.56	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.2	$745k	-17%	13k	58.59	View chart
Costco Whsl Corp Stock (COST)	0.2	$744k	-3%	1.0k	732.63	View chart
Howmet Aerospace Stock (HWM)	0.2	$684k	-14%	10k	68.43	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$659k	+7%	2.6k	249.86	View chart
Eli Lilly & Co Stock (LLY)	0.2	$627k	-3%	806.00	777.69	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$620k		4.1k	150.93	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$595k	+4%	19k	32.23	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$594k		1.0k	581.21	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$557k	-14%	7.2k	77.31	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Pimco Enhance Etf (EMNT)	0.2	$556k	-33%	5.6k	98.61	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.2	$551k	-32%	23k	23.83	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$527k		4.6k	114.96	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$522k	-2%	2.5k	210.30	View chart
Amgen Stock (AMGN)	0.1	$521k	-33%	1.8k	284.31	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.1	$513k	-92%	17k	29.77	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$504k		7.5k	67.13	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$500k		6.3k	79.86	View chart
Nvidia Corporation Stock (NVDA)	0.1	$495k		548.00	903.56	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.1	$492k	-42%	12k	42.42	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$483k	-2%	2.4k	200.30	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$480k	+4%	2.1k	228.55	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$463k	-12%	5.5k	84.44	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$450k	-35%	2.7k	164.35	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$423k	-3%	10k	42.11	View chart
Unitedhealth Group Stock (UNH)	0.1	$413k		835.00	494.70	View chart
Lam Research Corp Stock (LRCX)	0.1	$407k		419.00	971.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$407k		2.7k	152.26	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.1	$400k	-73%	16k	24.48	View chart
Automatic Data Processing Stock (ADP)	0.1	$399k		1.6k	249.74	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$394k		811.00	485.58	View chart
Pepsico Stock (PEP)	0.1	$382k		2.2k	175.01	View chart
Home Depot Stock (HD)	0.1	$352k		918.00	383.65	View chart
Visa Inc Com Cl A Stock (V)	0.1	$349k		1.3k	279.08	View chart
International Business Machs Stock (IBM)	0.1	$339k		1.8k	190.97	View chart
Rtx Corporation Stock (RTX)	0.1	$337k	+52%	3.5k	97.54	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.1	$327k	-9%	14k	23.94	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.1	$326k	-16%	14k	23.23	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.1	$316k	+10%	14k	22.71	View chart
Johnson & Johnson Stock (JNJ)	0.1	$282k	-8%	1.8k	158.19	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$279k		6.7k	41.77	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$279k		5.5k	50.60	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.1	$274k	-33%	8.0k	34.29	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$272k	-2%	518.00	524.34	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.1	$269k	+38%	3.7k	73.46	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$267k		6.8k	39.28	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.1	$262k	-35%	6.0k	43.36	View chart
Ishares Esg Screened S&p Mid-cap Etf Etf (XJH)	0.1	$259k	-39%	6.3k	41.08	View chart
Procter And Gamble Stock (PG)	0.1	$250k		1.5k	162.25	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$244k	NEW	11k	22.16	View chart
Grainger W W Stock (GWW)	0.1	$244k		240.00	1017.30	View chart
Pfizer Stock (PFE)	0.1	$239k	-35%	8.6k	27.75	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$239k		456.00	523.07	View chart
Mcdonalds Corp Stock (MCD)	0.1	$234k		830.00	281.95	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$225k	+5%	1.6k	140.52	View chart
The Cigna Group Stock (CI)	0.1	$214k	-8%	590.00	363.31	View chart
Intel Corp Stock (INTC)	0.1	$200k	-9%	4.5k	44.17	View chart
Biogen Stock (BIIB)	0.1	$200k		925.00	215.63	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.1	$196k		1.9k	105.27	View chart
Coca Cola Stock (KO)	0.1	$190k		3.1k	61.18	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$184k		1.2k	155.84	View chart
American Express Stock (AXP)	0.1	$184k		809.00	227.69	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$183k	-47%	2.5k	74.22	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.1	$180k	-47%	3.2k	55.67	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$177k		390.00	454.87	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$170k	-35%	1.8k	93.20	View chart
Broadcom Stock (AVGO)	0.0	$170k		128.00	1325.41	View chart
Abbvie Stock (ABBV)	0.0	$168k		923.00	182.10	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$167k	-46%	1.1k	148.58	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$165k		1.4k	118.29	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$158k	+6%	1.6k	98.87	View chart
Royce Value Tr Cef (RVT)	0.0	$155k		10k	15.17	View chart
Humana Stock (HUM)	0.0	$149k		430.00	346.72	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$146k	-3%	1.3k	116.20	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$141k	-2%	660.00	213.15	View chart
Salesforce Stock (CRM)	0.0	$141k		467.00	301.18	View chart
Emerson Elec Stock (EMR)	0.0	$139k		1.2k	113.42	View chart
Cisco Sys Stock (CSCO)	0.0	$139k		2.8k	49.91	View chart
Cambridge Bancorp Stock (CATC)	0.0	$136k		2.0k	68.16	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$136k	-40%	1.5k	91.86	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$136k		2.4k	56.59	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$134k	-18%	1.4k	99.43	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$131k	-12%	2.6k	50.74	View chart
Honeywell Intl Stock (HON)	0.0	$130k		635.00	205.25	View chart
General Dynamics Corp Stock (GD)	0.0	$127k		450.00	282.49	View chart
Tesla Stock (TSLA)	0.0	$125k		711.00	175.79	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$119k		638.00	186.81	View chart
Cvs Health Corp Stock (CVS)	0.0	$119k		1.5k	79.76	View chart
Tjx Cos Stock (TJX)	0.0	$118k		1.2k	101.44	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$117k		1.6k	73.15	View chart
Dnp Select Income Cef (DNP)	0.0	$116k		13k	9.07	View chart
Illinois Tool Wks Stock (ITW)	0.0	$112k		419.00	268.33	View chart
Chevron Corp Stock (CVX)	0.0	$112k	-4%	708.00	157.74	View chart
Paychex Stock (PAYX)	0.0	$112k	-8%	908.00	122.84	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$110k		198.00	556.40	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$110k		1.8k	59.62	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$107k		2.6k	41.08	View chart
Alcoa Corp Stock (AA)	0.0	$101k		3.0k	33.79	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$99k		752.00	131.93	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$98k		284.00	346.61	View chart
Oracle Corp Stock (ORCL)	0.0	$88k		701.00	125.61	View chart
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST)	0.0	$84k	-50%	1.7k	50.35	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$84k		1.9k	43.35	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$82k		1.0k	81.97	View chart
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH)	0.0	$82k		870.00	94.04	View chart
Deere & Co Stock (DE)	0.0	$80k		195.00	410.74	View chart
Kroger Stock (KR)	0.0	$80k		1.4k	57.13	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$80k		769.00	103.79	View chart
Carrier Global Corporation Stock (CARR)	0.0	$79k	-6%	1.4k	58.13	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$78k	-37%	1.5k	51.60	View chart
Abbott Labs Stock (ABT)	0.0	$75k		661.00	113.66	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$74k	-10%	850.00	86.48	View chart
S&p Global Stock (SPGI)	0.0	$72k		169.00	425.45	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$72k		364.00	196.88	View chart
Merck & Co Stock (MRK)	0.0	$71k	-6%	536.00	131.95	View chart
Canadian Natl Ry Stock (CNI)	0.0	$70k		532.00	131.71	View chart
Cdw Corp Stock (CDW)	0.0	$70k		272.00	255.78	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$69k		332.00	208.27	View chart
Ishares Gold Trust Etf (IAU)	0.0	$69k		1.6k	42.01	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$67k		267.00	252.31	View chart
Cohen & Steers Total Return Rl Cef (RFI)	0.0	$67k		5.7k	11.89	View chart
Virtus Total Return Cef (ZTR)	0.0	$66k		12k	5.57	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$66k	-10%	600.00	110.21	View chart
Spdr S&p Kensho Clean Power Etf Etf (CNRG)	0.0	$65k	-13%	1.0k	64.76	View chart
Idexx Labs Stock (IDXX)	0.0	$65k		120.00	539.93	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$64k		498.00	129.35	View chart
Blackrock Stock (BLK)	0.0	$64k		77.00	833.70	View chart
Gilead Sciences Stock (GILD)	0.0	$63k		858.00	73.25	View chart
Stryker Corporation Stock (SYK)	0.0	$62k		174.00	357.87	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$62k	-40%	577.00	107.36	View chart
Tractor Supply Stock (TSCO)	0.0	$60k		229.00	261.97	View chart
Elevance Health Stock (ELV)	0.0	$60k		115.00	518.54	View chart
M & T Bk Corp Stock (MTB)	0.0	$58k		400.00	145.59	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$58k		3.1k	18.34	View chart
Marathon Pete Corp Stock (MPC)	0.0	$57k		285.00	201.50	View chart
Caterpillar Stock (CAT)	0.0	$57k		155.00	366.43	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$55k	-8%	550.00	99.27	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$55k		322.00	169.21	View chart
Onespaworld Holdings Stock (OSW)	0.0	$54k		4.1k	13.23	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$54k	-74%	1.2k	45.56	View chart
Danaher Corporation Stock (DHR)	0.0	$54k	-3%	216.00	249.72	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$53k	-29%	194.00	270.52	View chart
Fedex Corp Stock (FDX)	0.0	$52k		180.00	289.74	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$51k		500.00	101.41	View chart
Ge Aerospace Stock (GE)	0.0	$50k	-46%	286.00	175.74	View chart
D R Horton Stock (DHI)	0.0	$50k		303.00	164.55	View chart
Nuveen Mun Value Cef (NUV)	0.0	$50k	-74%	5.7k	8.71	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$48k	-30%	352.00	137.12	View chart
Autozone Stock (AZO)	0.0	$47k		15.00	3151.67	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$47k		450.00	104.73	View chart
At&t Stock (T)	0.0	$47k	-4%	2.7k	17.60	View chart
Eaton Corp Stock (ETN)	0.0	$47k		150.00	312.68	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$46k		95.00	481.57	View chart
Ametek Stock (AME)	0.0	$45k		247.00	182.90	View chart
Ishares Silver Trust Etf (SLV)	0.0	$45k		2.0k	22.75	View chart
Agilent Technologies Stock (A)	0.0	$44k		300.00	145.51	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$43k		460.00	92.72	View chart
Netflix Stock (NFLX)	0.0	$43k		70.00	607.33	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$43k		522.00	81.43	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$42k		166.00	255.44	View chart
Laboratory Corp Amer Hldgs Stock (LH)	0.0	$42k		190.00	218.46	View chart
Halliburton Stock (HAL)	0.0	$40k		1.0k	39.42	View chart
Wells Fargo Stock (WFC)	0.0	$40k	-46%	681.00	57.96	View chart
Disney Walt Stock (DIS)	0.0	$39k	-23%	321.00	122.54	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$39k		830.00	46.85	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$39k		644.00	60.38	View chart
Air Prods & Chems Stock (APD)	0.0	$39k		160.00	242.27	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$39k		156.00	247.45	View chart
Conocophillips Stock (COP)	0.0	$38k	-10%	298.00	127.28	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$37k	-9%	111.00	333.72	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$37k		675.00	54.43	View chart
3M Stock (MMM)	0.0	$36k	-30%	341.00	106.07	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$36k		371.00	95.60	View chart
Bank America Corp Stock (BAC)	0.0	$35k		929.00	37.92	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$35k		646.00	54.23	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$35k		510.00	67.86	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$34k	-27%	100.00	344.20	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$34k		406.00	84.09	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$34k	-85%	799.00	42.54	View chart
Nextera Energy Stock (NEE)	0.0	$34k	-9%	531.00	63.91	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$34k		445.00	75.98	View chart
Sysco Corp Stock (SYY)	0.0	$34k		414.00	81.18	View chart
L3harris Technologies Stock (LHX)	0.0	$33k		155.00	213.10	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$33k		288.00	114.61	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$33k	-63%	1.3k	26.09	View chart
Builders Firstsource Stock (BLDR)	0.0	$32k		155.00	208.55	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$32k		397.00	80.51	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$32k		415.00	76.36	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$31k		534.00	58.73	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$31k		498.00	62.06	View chart
Starbucks Corp Stock (SBUX)	0.0	$30k		333.00	91.39	View chart
Intercontinental Exchange Stock (ICE)	0.0	$30k		215.00	137.43	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$29k		1.0k	28.04	View chart
HP Stock (HPQ)	0.0	$29k		955.00	30.22	View chart
General Mls Stock (GIS)	0.0	$28k		400.00	69.97	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$28k	+178%	106.00	259.90	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.0	$27k		857.00	31.43	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$27k		542.00	49.24	View chart
Baxter Intl Stock (BAX)	0.0	$27k		622.00	42.74	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$26k		108.00	244.15	View chart
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN)	0.0	$26k		754.00	34.68	View chart
Brunswick Corp Stock (BC)	0.0	$26k		267.00	96.52	View chart
Nike Inc Cl B Stock (NKE)	0.0	$26k		272.00	93.98	View chart
Duke Energy Corp Stock (DUK)	0.0	$25k		262.00	96.71	View chart
Csx Corp Stock (CSX)	0.0	$25k		681.00	37.07	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$25k		465.00	53.39	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$24k	-52%	1.7k	13.98	View chart
Dte Energy Stock (DTE)	0.0	$24k		214.00	112.14	View chart
Target Corp Stock (TGT)	0.0	$23k		132.00	177.21	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$23k		391.00	58.65	View chart
Patterson Cos Stock (PDCO)	0.0	$23k		824.00	27.65	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$23k		111.00	204.86	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$23k	-18%	413.00	54.40	View chart
Metlife Stock (MET)	0.0	$22k		300.00	74.11	View chart
Adobe Stock (ADBE)	0.0	$22k	-21%	44.00	504.59	View chart
Southern Copper Corp Stock (SCCO)	0.0	$22k		207.00	106.52	View chart
Mckesson Corp Stock (MCK)	0.0	$22k		41.00	536.85	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.0	$22k		810.00	27.00	View chart
Ishares Core Moderate Allocation Etf Etf (AOM)	0.0	$22k	-18%	510.00	42.78	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.0	$21k		450.00	47.48	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$21k	-79%	63.00	337.05	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$21k		300.00	68.80	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.0	$20k		451.00	44.40	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$20k		346.00	57.38	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$19k		160.00	120.99	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$19k	-32%	168.00	114.14	View chart
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$19k		400.00	47.58	View chart
Walmart Stock (WMT)	0.0	$19k	+200%	312.00	60.17	View chart
Ishares Msci Global Sustainable Development Goals Etf Etf (SDG)	0.0	$19k	-27%	237.00	78.71	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$18k		225.00	81.53	View chart
Union Pac Corp Stock (UNP)	0.0	$18k	-18%	74.00	245.93	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$18k		1.6k	11.07	View chart
Astrazeneca Adr (AZN)	0.0	$18k		264.00	67.75	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$18k		422.00	42.12	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.0	$18k	-65%	700.00	25.05	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.0	$16k		336.00	48.08	View chart
Packaging Corp Amer Stock (PKG)	0.0	$16k		84.00	189.79	View chart
Eaton Vance Mun Bd Cef (EIM)	0.0	$16k		1.5k	10.35	View chart
Texas Instrs Stock (TXN)	0.0	$16k	-21%	90.00	174.21	View chart
Travelers Companies Stock (TRV)	0.0	$15k		67.00	230.13	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$15k		98.00	153.77	View chart
Snap On Stock (SNA)	0.0	$15k		50.00	296.22	View chart
Rockwell Automation Stock (ROK)	0.0	$15k		50.00	291.34	View chart
Us Bancorp Del Stock (USB)	0.0	$14k		320.00	44.70	View chart
Global X Mlp Etf Etf (MLPA)	0.0	$14k		291.00	48.22	View chart
Ishares Robotics And Artificial Intelligence Multisector Etf Etf (IRBO)	0.0	$14k	-52%	405.00	34.35	View chart
Vanguard Value Etf Etf (VTV)	0.0	$14k	-51%	85.00	162.86	View chart
Paypal Hldgs Stock (PYPL)	0.0	$14k		206.00	66.99	View chart
Invesco Mun Opportunity Tr Cef (VMO)	0.0	$14k		1.4k	9.73	View chart
Blackrock Muni Income Tr Ii Cef (BLE)	0.0	$14k		1.3k	10.86	View chart
Blackrock Municipal Income Cef (MUI)	0.0	$14k		1.1k	12.06	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.0	$14k	-42%	368.00	36.83	View chart
Oreilly Automotive Stock (ORLY)	0.0	$14k		12.00	1128.92	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$14k	-80%	543.00	24.81	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$13k		100.00	131.98	View chart
Ishares Esg Aware Aggressive Allocation Etf Etf (EAOA)	0.0	$13k	-43%	385.00	34.08	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.0	$13k	-21%	1.1k	12.24	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$13k		97.00	131.70	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$12k		120.00	102.76	View chart
Price T Rowe Group Stock (TROW)	0.0	$12k		100.00	121.92	View chart
Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.0	$12k		1.2k	10.16	View chart
Kraneshares Global Carbon Strategy Etf Etf (KRBN)	0.0	$12k	-74%	393.00	30.76	View chart
Te Connectivity Stock (TEL)	0.0	$12k		83.00	145.24	View chart
First Solar Stock (FSLR)	0.0	$12k		69.00	168.80	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.0	$12k		550.00	20.97	View chart
Constellation Energy Corp Stock (CEG)	0.0	$12k		62.00	184.85	View chart
First Trust Consumer Discretionary Alphadex Fund Etf (FXD)	0.0	$11k		177.00	64.54	View chart
Ameriprise Finl Stock (AMP)	0.0	$11k	-35%	26.00	438.42	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.0	$11k		545.00	20.43	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$11k		150.00	72.34	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$11k		462.00	22.77	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$10k		38.00	271.76	View chart
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB)	0.0	$10k		225.00	45.79	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$10k		50.00	205.98	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$10k	-38%	41.00	250.05	View chart
Lowes Cos Stock (LOW)	0.0	$10k		40.00	254.72	View chart
Blackrock Munivest Cef (MVF)	0.0	$10k		1.4k	7.06	View chart
Progressive Corp Stock (PGR)	0.0	$9.7k		47.00	206.83	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$9.7k	-86%	799.00	12.15	View chart
Medtronic Stock (MDT)	0.0	$9.6k		110.00	87.15	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$9.4k		72.00	131.24	View chart
Parker-hannifin Corp Stock (PH)	0.0	$9.4k		17.00	555.76	View chart
General Mtrs Stock (GM)	0.0	$9.4k		208.00	45.33	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$9.4k		60.00	155.92	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$9.3k		81.00	115.30	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$9.3k	-59%	198.00	46.86	View chart
Mfs High Income Mun Tr Sh Ben Int Cef (CXE)	0.0	$9.1k		2.5k	3.63	View chart
Ebay Stock (EBAY)	0.0	$9.1k		173.00	52.78	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$9.1k		95.00	95.56	View chart
Colgate Palmolive Stock (CL)	0.0	$9.0k		100.00	90.05	View chart
Lululemon Athletica Stock (LULU)	0.0	$9.0k		23.00	390.65	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$8.9k	NEW	148.00	60.30	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$8.9k		193.00	46.00	View chart
Blackstone Stock (BX)	0.0	$8.7k		66.00	131.36	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$8.6k		84.00	102.39	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$8.5k	-46%	94.00	90.91	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$8.2k		500.00	16.38	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$8.2k		40.00	204.43	View chart
Blackrock Calif Mun Income Tr Sh Ben Int Cef (BFZ)	0.0	$8.2k		691.00	11.82	View chart
Invesco Solar Etf Etf (TAN)	0.0	$8.2k	-39%	180.00	45.37	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$7.8k		162.00	48.21	View chart
State Str Corp Stock (STT)	0.0	$7.7k		100.00	77.32	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$7.7k		40.00	191.88	View chart
Fortrea Hldgs Stock (FTRE)	0.0	$7.6k		190.00	40.14	View chart
Chubb Stock (CB)	0.0	$7.5k		29.00	259.14	View chart
Ishares Esg Aware Moderate Allocation Etf Etf (EAOM)	0.0	$7.5k		276.00	27.00	View chart
Millerknoll Stock (MLKN)	0.0	$7.4k		300.00	24.76	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$7.3k		23.00	317.74	View chart
Booking Holdings Stock (BKNG)	0.0	$7.3k		2.00	3628.00	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$7.2k		125.00	57.85	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$7.2k		285.00	25.25	View chart
Darden Restaurants Stock (DRI)	0.0	$7.2k		43.00	167.14	View chart
Diageo Adr (DEO)	0.0	$7.1k		48.00	148.75	View chart
Discover Finl Svcs Stock (DFS)	0.0	$7.1k		54.00	131.09	View chart
Exelon Corp Stock (EXC)	0.0	$7.1k		188.00	37.57	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$7.0k	-57%	65.00	108.31	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$7.0k	-48%	155.00	45.29	View chart
Dover Corp Stock (DOV)	0.0	$6.9k		39.00	177.18	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$6.8k		150.00	45.61	View chart
Dow Stock (DOW)	0.0	$6.7k		116.00	57.93	View chart
American Tower Corp Reit (AMT)	0.0	$6.7k		34.00	197.59	View chart
Dt Midstream Stock (DTM)	0.0	$6.5k		107.00	61.10	View chart
Novartis Adr (NVS)	0.0	$6.5k		67.00	96.73	View chart
Applied Matls Stock (AMAT)	0.0	$6.2k		30.00	206.23	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$6.1k		38.00	161.61	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$6.1k		112.00	54.71	View chart
Clorox Co Del Stock (CLX)	0.0	$6.1k		40.00	153.10	View chart
Consolidated Edison Stock (ED)	0.0	$6.1k		67.00	90.81	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.0	$6.0k		92.00	65.37	View chart
Hasbro Stock (HAS)	0.0	$5.9k		105.00	56.52	View chart
Microchip Technology Stock (MCHP)	0.0	$5.9k		66.00	89.71	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$5.9k		29.00	204.14	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$5.9k		84.00	69.67	View chart
Sonoco Prods Stock (SON)	0.0	$5.8k		100.00	57.84	View chart
Analog Devices Stock (ADI)	0.0	$5.7k		29.00	197.79	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$5.7k		87.00	65.32	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$5.5k		175.00	31.62	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$5.4k		209.00	25.87	View chart
Intuit Stock (INTU)	0.0	$5.2k		8.00	650.00	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$5.1k		39.00	131.23	View chart
Palo Alto Networks Stock (PANW)	0.0	$5.1k		18.00	284.11	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$5.0k		236.00	21.01	View chart
Reddit Inc Cl A Stock	0.0	$4.9k	NEW	100.00	49.32	View chart
Annaly Capital Management Reit (NLY)	0.0	$4.9k		250.00	19.69	View chart
Dominion Energy Stock (D)	0.0	$4.9k		100.00	49.19	View chart
Cintas Corp Stock (CTAS)	0.0	$4.8k		7.00	687.00	View chart
Jpmorgan Betabuilders Usd High Yield Corporate Bond Etf Etf (BBHY)	0.0	$4.8k		104.00	46.19	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$4.8k		419.00	11.46	View chart
Enbridge Stock (ENB)	0.0	$4.8k		132.00	36.18	View chart
Blackrock Muniyield Cef (MYD)	0.0	$4.7k		421.00	11.06	View chart
Sturm Ruger & Co Stock (RGR)	0.0	$4.6k		100.00	46.15	View chart
Kyndryl Hldgs Stock (KD)	0.0	$4.6k		210.00	21.76	View chart
Ishares Ibonds 2025 Term High Yield & Income Etf Etf (IBHE)	0.0	$4.5k		192.00	23.38	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$4.4k		28.00	158.82	View chart
Altria Group Stock (MO)	0.0	$4.4k		100.00	43.62	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$4.3k		16.00	270.81	View chart
International Paper Stock (IP)	0.0	$4.3k		109.00	39.02	View chart
Qualcomm Stock (QCOM)	0.0	$4.2k		25.00	169.32	View chart
Stanley Black & Decker Stock (SWK)	0.0	$4.2k		43.00	97.19	View chart
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO)	0.0	$4.1k		180.00	22.73	View chart
Blackrock Muniyield Quality Cef (MQT)	0.0	$4.0k		383.00	10.51	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$4.0k		670.00	5.99	View chart
Axcelis Technologies Stock (ACLS)	0.0	$3.9k		35.00	111.51	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$3.8k		96.00	39.53	View chart
Alliancebernstein Natl Mun Inm Cef (AFB)	0.0	$3.8k		345.00	10.99	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$3.8k		54.00	70.00	View chart
Federated Hermes Prem Muni Inm Cef (FMN)	0.0	$3.7k		333.00	11.07	View chart
Realty Income Corp Reit (O)	0.0	$3.6k	-47%	67.00	54.10	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$3.6k	-89%	137.00	26.46	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$3.6k		54.00	67.04	View chart
Fortis Stock (FTS)	0.0	$3.6k		91.00	39.51	View chart
Kla Corp Stock (KLAC)	0.0	$3.5k		5.00	698.60	View chart
Blackrock Munivest Fd Ii Cef (MVT)	0.0	$3.5k		319.00	10.91	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.0	$3.5k		147.00	23.57	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$3.4k	+400%	55.00	61.91	View chart
Bny Mellon Strategic Municipals Cef (LEO)	0.0	$3.4k		557.00	6.10	View chart
Bny Mellon Strategic Muni Bond Cef (DSM)	0.0	$3.3k		565.00	5.86	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.0	$3.2k		320.00	9.86	View chart
Invesco Advantage Mun Income T Sh Ben Int Cef (VKI)	0.0	$3.1k		364.00	8.50	View chart
Ford Mtr Co Del Stock (F)	0.0	$3.1k	-29%	230.00	13.27	View chart
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU)	0.0	$2.8k		844.00	3.33	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$2.8k		41.00	68.17	View chart
Advanced Micro Devices Stock (AMD)	0.0	$2.7k		15.00	180.47	View chart
United States Stl Corp Stock (X)	0.0	$2.6k		64.00	40.78	View chart
Pimco Calif Mun Income Fd Iii Cef (PZC)	0.0	$2.6k		343.00	7.59	View chart
Yeti Hldgs Stock (YETI)	0.0	$2.5k		65.00	38.55	View chart
Trinet Group Stock (TNET)	0.0	$2.4k		18.00	132.50	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$2.3k		75.00	31.21	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$2.2k		200.00	10.95	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$2.1k		100.00	20.93	View chart
Viatris Stock (VTRS)	0.0	$1.8k	-24%	153.00	11.94	View chart
Pitney Bowes Stock (PBI)	0.0	$1.8k		415.00	4.33	View chart
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN)	0.0	$1.8k		10.00	179.50	View chart
Globus Med Inc Cl A Stock (GMED)	0.0	$1.4k		27.00	53.63	View chart
Blackrock Munihldngs Cali Qlty Cef (MUC)	0.0	$1.2k		108.00	11.01	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$1.2k		3.00	395.67	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.1k	-46%	128.00	8.73	View chart
Sun Life Financial Stock (SLF)	0.0	$1.1k		20.00	54.50	View chart
Blackrock Muniyield Quality Cef (MYI)	0.0	$973.998000		85.00	11.46	View chart
Archer Aviation Inc Com Cl A Stock (ACHR)	0.0	$924.000000		200.00	4.62	View chart
Xerox Holdings Corp Stock (XRX)	0.0	$895.000000		50.00	17.90	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$831.999600	NEW	27.00	30.81	View chart
Ishares Esg Aware Growth Allocation Etf Etf (EAOR)	0.0	$698.999900	-66%	23.00	30.39	View chart
Hancock John Invt Tr Ii Cef (JHI)	0.0	$660.000000		50.00	13.20	View chart
Sarepta Therapeutics Stock (SRPT)	0.0	$647.000000		5.00	129.40	View chart
Blackrock Muniyield N Y Qualit Cef (MYN)	0.0	$631.002000		60.00	10.52	View chart
Blackrock Muniyild Qult Cef (MQY)	0.0	$564.001400		46.00	12.26	View chart
Blackrock Munihldgs Ny Qlty Cef (MHN)	0.0	$507.998400		48.00	10.58	View chart
Embecta Corp Stock (EMBC)	0.0	$358.001100		27.00	13.26	View chart
Pimco Mun Income Cef (PMF)	0.0	$354.999800		38.00	9.34	View chart
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC)	0.0	$252.000000		7.00	36.00	View chart
Zimvie Stock (ZIMV)	0.0	$165.000000		10.00	16.50	View chart
Conduent Stock (CNDT)	0.0	$135.000000		40.00	3.38	View chart
Tilray Brands Stock (TLRY)	0.0	$12.000000		5.00	2.40	View chart
First Rep Bk San Francisco Cal Stock (FRCB)	0.0	$0.998400		32.00	0.03	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 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
Mascoma Wealth Management 2020 Q4 filed Jan. 26, 2021
Mascoma Wealth Management 2019 Q3 filed Nov. 21, 2019

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z