Portfolio (Quarterly)
Guide ↗
Mascoma Wealth Management LLC
· CIK 0001695664| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | AIG | AMERICAN INTL GROUP INC COM NEW | Financial Services | 15 | $1K | — | SOLD |
| 22 | APOS | APOLLO GLOBAL MGMT INC COM | Financial Services | 8 | $1K | — | SOLD |
| 23 | DASH | DOORDASH INC CL A | Communication Services | 5 | $1K | — | SOLD |
| 24 | VST | VISTRA CORP COM | Utilities | 7 | $1K | — | SOLD |
| 25 | NXPI | NXP SEMICONDUCTORS N V COM | Technology | 5 | $1K | — | SOLD |
| 26 | — | CENCORA INC COM | — | 3 | $1K | — | SOLD |
| 27 | COIN | COINBASE GLOBAL INC COM CL A | Financial Services | 4 | $905.0 | — | SOLD |
| 28 | JHI | HANCOCK JOHN INVT TR II COM | Financial Services | 50 | $684.0 | — | SOLD |
| 29 | CMG | CHIPOTLE MEXICAN GRILL INC COM | Consumer Cyclical | 18 | $666.0 | — | SOLD |
Sector Allocation
Technology
33.5%
Financial Services
17.2%
Industrials
14.2%
Healthcare
10.8%
Communication Services
8.9%
Consumer Cyclical
7.2%
Consumer Defensive
4.9%
Energy
1.3%
Utilities
1.1%
Basic Materials
0.8%