
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
101,735 | +7,951 | $42,491 |
IVV | 101,735 | +7,951 | $42,491 |
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651,077 | +20,066 | $32,782 |
JPST | 651,077 | +20,066 | $32,782 |
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492,383 | +172,451 | $22,827 |
VEA | 492,383 | +172,451 | $22,827 |
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223,043 | -13,782 | $20,072 |
IUSG | 223,043 | -13,782 | $20,072 |
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191,125 | +100,027 | $19,105 |
AGG | 191,125 | +100,027 | $19,105 |
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139,179 | -7,373 | $16,366 |
DVY | 139,179 | -7,373 | $16,366 |
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386,485 | +218,000 | $11,467 |
SPSB | 386,485 | +218,000 | $11,467 |
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226,110 | -50,454 | $11,466 |
IGSB | 226,110 | -50,454 | $11,466 |
![]() |
93,298 | +84,333 | $10,305 |
SHV | 93,298 | +84,333 | $10,305 |
![]() |
108,639 | -502 | $8,512 |
DSI | 108,639 | -502 | $8,512 |
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28,157 | +2,162 | $6,989 |
IJH | 28,157 | +2,162 | $6,989 |
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91,595 | -15,488 | $6,762 |
USMV | 91,595 | -15,488 | $6,762 |
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35,015 | +9 | $5,941 |
AAPL | 35,015 | +9 | $5,941 |
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56,441 | +8,973 | $5,305 |
IJR | 56,441 | +8,973 | $5,305 |
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110,458 | -56,562 | $4,551 |
FDRR | 110,458 | -56,562 | $4,551 |
![]() |
76,900 | +65,990 | $3,913 |
DGRO | 76,900 | +65,990 | $3,913 |
![]() |
39,322 | -7,115 | $3,847 |
EMNT | 39,322 | -7,115 | $3,847 |
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72,494 | -41,983 | $3,648 |
ICSH | 72,494 | -41,983 | $3,648 |
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36,274 | -80,095 | $3,597 |
STIP | 36,274 | -80,095 | $3,597 |
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55,151 | -6,307 | $3,494 |
FHLC | 55,151 | -6,307 | $3,494 |
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21,078 | -4,567 | $3,321 |
VIG | 21,078 | -4,567 | $3,321 |
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93,945 | +17,080 | $3,205 |
SPEM | 93,945 | +17,080 | $3,205 |
![]() |
129,120 | -2,346 | $3,121 |
SUSB | 129,120 | -2,346 | $3,121 |
![]() |
64,493 | +16,090 | $3,109 |
EAGG | 64,493 | +16,090 | $3,109 |
![]() |
53,101 | -1,507 | $2,942 |
JEPI | 53,101 | -1,507 | $2,942 |
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36,405 | -34 | $2,686 |
ESGD | 36,405 | -34 | $2,686 |
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36,746 | -1,528 | $2,585 |
EFAV | 36,746 | -1,528 | $2,585 |
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30,175 | +271 | $2,475 |
FIW | 30,175 | +271 | $2,475 |
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7,230 | -2,226 | $2,332 |
QQQ | 7,230 | -2,226 | $2,332 |
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7,563 | -660 | $2,324 |
MSFT | 7,563 | -660 | $2,324 |
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59,591 | -320 | $2,314 |
VZ | 59,591 | -320 | $2,314 |
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5,237 | -107 | $2,001 |
VOO | 5,237 | -107 | $2,001 |
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60,000 | -300 | $1,948 |
BN | 60,000 | -300 | $1,948 |
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54,972 | +4,639 | $1,887 |
NULV | 54,972 | +4,639 | $1,887 |
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53,834 | +486 | $1,803 |
ESML | 53,834 | +486 | $1,803 |
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38,613 | -86,923 | $1,603 |
SRLN | 38,613 | -86,923 | $1,603 |
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44,899 | -603 | $1,511 |
XJH | 44,899 | -603 | $1,511 |
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27,674 | -1,738 | $1,382 |
GSST | 27,674 | -1,738 | $1,382 |
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23,597 | -22,276 | $1,340 |
IHI | 23,597 | -22,276 | $1,340 |
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28,894 | -557 | $1,286 |
FUTY | 28,894 | -557 | $1,286 |
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16,733 | -2,994 | $1,253 |
IUSV | 16,733 | -2,994 | $1,253 |
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9,347 | +1,263 | $1,106 |
XOM | 9,347 | +1,263 | $1,106 |
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$1,048 | ||
BRK.B | 3,190 | -336 | $1,048 |
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26,752 | -642 | $1,040 |
PFE | 26,752 | -642 | $1,040 |
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6,221 | UNCH | $962 |
IWD | 6,221 | UNCH | $962 |
![]() |
3,970 | -35 | $952 |
AMGN | 3,970 | -35 | $952 |
![]() |
12,013 | +410 | $918 |
VCSH | 12,013 | +410 | $918 |
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36,991 | -4,623 | $877 |
PZA | 36,991 | -4,623 | $877 |
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2,043 | +32 | $850 |
SPY | 2,043 | +32 | $850 |
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7,400 | -640 | $780 |
AMZN | 7,400 | -640 | $780 |
See Full List: All Stocks Held By Mascoma Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Mascoma Wealth Management LLC
![]() At 03/31/2023: $341,740 At 12/31/2022: $315,642 Mascoma Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mascoma Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |