Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASCOMA WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 452 | 351,382,576 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP COM | Stock | 101 | $234,019 | 830 | 0.00 | 0.00 | -13 | -1.54 | 03-31-2024 |
| SPDR S&P AEROSPACE & DEFENSE ETF | ETF | 102 | $224,973 | 1,601 | 0.00 | 0.00 | 89 | 5.89 | 03-31-2024 |
| THE CIGNA GROUP COM | Stock | 103 | $214,355 | 590 | 0.00 | 0.00 | -58 | -8.95 | 03-31-2024 |
| INTEL CORP COM | Stock | 104 | $200,249 | 4,534 | 0.00 | 0.00 | -458 | -9.17 | 03-31-2024 |
