IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Mascoma Wealth Management LLC

Q4 2022 Holdings

Filed 2023-01-20 | 627 holdings | $315.2M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2023-01-24) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Msci Emerging Markets ETF(EEM)AETF464287234$98.9K2,6100.0%
Ishares Biotechnology ETF(IBB)AETF464287556$101.5K7730.0%
Ishares S&P Gsci Commodity Indexed Trust(GSG)AETF46428R107$102.1K4,8110.0%
Comcast Corp New CL A(CMCSA)AStock20030N101$102.6K2,9330.0%
Nextera Energy Inc COM(NEE)AStock65339F101$104.1K1,2450.0%
Ishares Exponential Technologies ETF(XT)AETF46434V381$105.7K2,2330.0%
BlackRock Inc COM(BLKCHF)AStock09247X101$105.9K1500.0%
Meta Platforms Inc CL A(META)AStock30303M102$107.5K8930.0%
Otis Worldwide Corp COM(OTIS)AStock68902V107$111.6K1,4250.0%
Nvidia Corporation COM(NVDA)AStock67066G104$116.8K7990.0%
Ishares Ibonds DEC 2025 Term Treasury ETFAETF46436E866$118.8K5,1050.0%
First Trust Cloud Computing ETF(SKYY)AETF33734X192$119.1K2,0680.0%
Spdr S&P 500 Fossil Fuel Reserves Free ETF(SPYX)AETF78468R796$119.5K1,2800.0%
American Express Co COM(AXP)AStock025816109$119.5K8090.0%
Illinois Tool WKS Inc COM(ITW)AStock452308109$120.3K5460.0%
Merck & Co Inc COM(MRK)AStock58933Y105$121.6K1,0960.0%
Casella Waste SYS Inc CL A(CWST)AStock147448104$126.9K1,6000.0%
Ishares Ibonds DEC 2024 Term Treasury ETF(IBTE)AETF46436E874$127.1K5,3300.0%
Abbott Labs COM(ABT)AStock002824100$127.6K1,1620.0%
Carrier Global Corporation COM(CARR)AStock14448C104$127.6K3,0940.0%
General Dynamics Corp COM(GD)AStock369550108$128.0K5160.0%
Ishares Msci Emerging Markets MIN VOL Factor ETF(EEMV)AETF464286533$130.2K2,4550.0%
Emerson Elec Co COM(EMR)AStock291011104$130.8K1,3620.0%
Honeywell Intl Inc COM(HON)AStock438516106$132.2K6170.0%
Invesco S&P 500 High Dividend LOW Volatility ETF(SPHD)AETF46138E362$139.5K3,1820.0%
Waste Mgmt Inc del COM(WM)AStock94106L109$141.2K9000.0%
Spdr S&P Aerospace & Defense ETF(XAR)AETF78464A631$141.3K1,2840.0%
Mercadolibre Inc COM(MELI)AStock58733R102$141.3K1670.0%
LAM Research Corp COM(LRCXEUR)AStock512807108$142.1K3380.0%
Royce Value TR Inc COM(RVT)ACEF780910105$143.4K10,8170.0%
DNP Select Income FD Inc COM(DNP)ACEF23325P104$143.6K12,7650.0%
Alcoa Corp COM(AA)AStock013872106$145.0K3,1900.0%
Vanguard High Dividend Yield Index ETF(VYM)AETF921946406$145.2K1,3420.0%
Chevron Corp New COM(CVX)AStock166764100$152.0K8470.0%
Clean Energy Fuels Corp COM(CLNE)AStock184499101$155.6K29,9170.0%
Travelers Companies Inc COM(TRV)AStock89417E109$160.7K8570.1%
First Trust Nasdaq Clean Edge Green Energy Index Fund(QCLN)AETF33733E500$162.5K3,4430.1%
CVS Health Corp COM(CVS)AStock126650100$162.5K1,7440.1%
Ishares Core High Dividend ETF(HDV)AETF46429B663$163.0K1,5640.1%
Mastercard Incorporated CL A(MA)AStock57636Q104$166.5K4790.1%
Ishares Core Aggressive Allocation ETF(AOA)AETF464289859$166.6K2,7880.1%
First Trust Capital Strength ETF(FTCS)AETF33733E104$167.1K2,2290.1%
Ishares International Equity Factor ETF(INTF)AETF46434V274$167.7K6,8160.1%
Tesla Inc COM(TSLA)AStock88160R101$176.8K1,4350.1%
Spdr S&P Kensho New Economies Composite ETF(KOMP)AETF78468R648$176.9K4,4870.1%
Ishares Core Msci International Developed Markets ETF(IDEV)AETF46435G326$181.4K3,2400.1%
Vanguard ESG U.S. Stock ETF(ESGV)AETF921910733$192.9K2,9290.1%
Mcdonalds Corp COM(MCD)AStock580135101$197.1K7480.1%
Cambridge Bancorp COMAStock132152109$197.3K2,3750.1%
Nuveen MUN Value FD Inc COM(NUV)ACEF670928100$202.2K23,5060.1%
PreviousPage 11 of 14Next