Mascoma Wealth Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison: Analysis, Insights, and Trends Revealed

Investing in the stock market can be a smart way to grow your wealth. No matter how much experience you have, staying up-to-date with market trends and investment strategies is crucial to making informed decisions. That's why Mascoma Wealth Management LLC's recent Q4 2022 vs. Q1 2023 13F holdings comparison provides valuable insights into the fund's investment decisions and potential market trends.

In this article, we'll analyze and interpret Mascoma Wealth Management LLC's 13F holdings comparison. We'll provide an in-depth analysis of the fund's investment strategies, highlight the top-performing assets, and identify potential emerging trends in the market.

Overview of Mascoma Wealth Management LLC's 13F Holdings Comparison

Mascoma Wealth Management LLC is an investment management firm that provides a range of services to individual and institutional clients. As part of its investment strategy, Mascoma Wealth Management LLC must file a 13F form with the Securities and Exchange Commission (SEC) every quarter to disclose its holdings. The form contains a list of the company's equity holdings, including stocks, options, and convertible bonds.

Mascoma Wealth Management LLC's 13F comparison report reveals that the fund increased its holdings in some of its top-performing assets while also reducing its holdings in other assets. The fund's top holdings in Q1 2023 were in ISHARES CORE S&P 500 ETF (IVV), JPMORGAN ULTRA-SHORT INCOME ETF (JPST), and VANGUARD FTSE DEVELOPED MARKETS ETF (VEA), with a total value of $62,791,000.

Key Insights and Trends

Mascoma Wealth Management LLC's 13F comparison report can provide us with valuable insights into investment strategies and emerging trends in the market. Here are some of the key takeaways:

1. Continued Growth in the Technology Sector: Mascoma Wealth Management LLC's holdings in Apple Inc. (AAPL), Microsoft Corp. (MSFT), and Amazon.com Inc. (AMZN) indicates the fund's continued interest in the technology sector. These assets were among the top gainers in Q1 2023, with gains of 30.6%, 17.8%, and 15.5%, respectively.

2. A Focus on ESG Investing: Mascoma Wealth Management LLC's increased holdings in environmental, social, and governance (ESG) funds, such as the PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (EMNT), Fidelity Dividend ETF for Rising Rates (FDRR), and iShares ESG Aware MSCI EAFE ETF (ESGD), indicate a growing interest in ESG investing. These assets experienced significant gains of 26.5%, -31.6%, and 12.1%, respectively.

3. Interest in Diversified Funds: Mascoma Wealth Management LLC's holdings in funds such as SPDR Portfolio Short Term Corporate Bond ETF (SPSB), SPDR Portfolio Emerging Markets ETF (SPEM), and First Trust Water ETF (FIW) indicate an interest in diversifying its portfolio across various sectors and asset types. These assets have seen significant gains of 131.7%, 26.5%, and 4.3%, respectively.

Conclusion

Mascoma Wealth Management LLC's 13F Holdings Comparison provides valuable insights into the firm's investment strategies and potential market trends. The report indicates the fund's continued interest in technology and ESG investing while also diversifying its portfolio across various sectors and assets. Understanding these investment strategies and trends can help investors make informed decisions when building their own portfolios.