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Size ($ in 1000's)
At 03/31/2024: $168,559 At 12/31/2023: $146,475
Combined Holding Report Includes:
Masso Torrence Wealth Management Inc. First Trust Investment Solutions L.P.
Masso Torrence Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Masso Torrence Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Masso Torrence Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Masso Torrence Wealth Management Inc..
In the Masso Torrence Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Masso Torrence Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Masso Torrence Wealth Management Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
NVIDIA CORPORATION |
17,166 |
-1,958 |
$15,510 | NVDA | 17,166 | -1,958 | $15,510 | INVESCO EXCHANGE TRADED FD T (XMHQ) |
113,054 |
+3,255 |
$12,442 | XMHQ | 113,054 | +3,255 | $12,442 | APPLE INC |
66,347 |
-4,848 |
$11,377 | AAPL | 66,347 | -4,848 | $11,377 | SCHWAB STRATEGIC TR |
128,999 |
+9,135 |
$8,693 | FNDX | 128,999 | +9,135 | $8,693 | INVESCO QQQ TR |
17,469 |
-459 |
$7,756 | QQQ | 17,469 | -459 | $7,756 | J P MORGAN EXCHANGE TRADED F (JEPI) |
118,685 |
+9,856 |
$6,867 | JEPI | 118,685 | +9,856 | $6,867 | WISDOMTREE TR |
83,962 |
+8,311 |
$6,397 | DGRW | 83,962 | +8,311 | $6,397 | AMAZON COM INC |
30,826 |
-258 |
$5,560 | AMZN | 30,826 | -258 | $5,560 | VANGUARD INDEX FDS (VOO) |
11,415 |
+403 |
$5,487 | VOO | 11,415 | +403 | $5,487 | MICROSOFT CORP |
12,597 |
-599 |
$5,300 | MSFT | 12,597 | -599 | $5,300 | FIDELITY MERRIMACK STR TR |
110,086 |
+7,450 |
$4,988 | FBND | 110,086 | +7,450 | $4,988 | SELECT SECTOR SPDR TR (XLV) |
30,086 |
+28,291 |
$4,445 | XLV | 30,086 | +28,291 | $4,445 | VICTORY PORTFOLIOS II |
79,363 |
+6,709 |
$3,955 | USTB | 79,363 | +6,709 | $3,955 | ALPHABET INC |
23,828 |
+517 |
$3,628 | GOOG | 23,828 | +517 | $3,628 | BROADCOM INC |
2,664 |
-143 |
$3,531 | AVGO | 2,664 | -143 | $3,531 | BLACKROCK ETF TRUST II (BINC) |
62,807 |
+10,460 |
$3,295 | BINC | 62,807 | +10,460 | $3,295 | J P MORGAN EXCHANGE TRADED F (JEPQ) |
54,825 |
+5,017 |
$2,974 | JEPQ | 54,825 | +5,017 | $2,974 | SPDR SER TR (XBI) |
25,223 |
+25,223 |
$2,393 | XBI | 25,223 | +25,223 | $2,393 | GLOBAL X FDS |
73,652 |
-4,821 |
$2,191 | BUG | 73,652 | -4,821 | $2,191 | FIRST TR EXCHANGE TRADED FD (QQXT) |
23,457 |
-8,865 |
$2,136 | QQXT | 23,457 | -8,865 | $2,136 | INVESCO EXCH TRD SLF IDX FD |
88,840 |
+469 |
$2,019 | BSJO | 88,840 | +469 | $2,019 | ISHARES TR (IBDQ) |
78,743 |
+10,624 |
$1,954 | IBDQ | 78,743 | +10,624 | $1,954 | ABBVIE INC |
10,247 |
-1,616 |
$1,866 | ABBV | 10,247 | -1,616 | $1,866 | JPMORGAN CHASE & CO |
9,034 |
-187 |
$1,810 | JPM | 9,034 | -187 | $1,810 | VICTORY PORTFOLIOS II |
63,621 |
+63,621 |
$1,731 | SFLO | 63,621 | +63,621 | $1,731 | JANUS DETROIT STR TR |
33,033 |
+33,033 |
$1,705 | JSI | 33,033 | +33,033 | $1,705 | WISDOMTREE TR |
71,710 |
-6,218 |
$1,489 | WTAI | 71,710 | -6,218 | $1,489 | INVESCO EXCH TRD SLF IDX FD |
77,109 |
+10,915 |
$1,481 | BSCQ | 77,109 | +10,915 | $1,481 | PROSHARES TR (DAT) |
38,563 |
-9,968 |
$1,437 | DAT | 38,563 | -9,968 | $1,437 | INVESCO EXCH TRD SLF IDX FD |
67,320 |
+12,448 |
$1,299 | BSCR | 67,320 | +12,448 | $1,299 | PGIM ETF TR (PULS) |
25,448 |
+2,059 |
$1,265 | PULS | 25,448 | +2,059 | $1,265 | QUALCOMM INC |
6,840 |
+139 |
$1,158 | QCOM | 6,840 | +139 | $1,158 | TESLA INC |
6,400 |
-461 |
$1,125 | TSLA | 6,400 | -461 | $1,125 | NETFLIX INC |
1,844 |
-256 |
$1,120 | NFLX | 1,844 | -256 | $1,120 | STRYKER CORPORATION |
3,110 |
UNCH |
$1,113 | SYK | 3,110 | UNCH | $1,113 | AMGEN INC |
3,886 |
+2,440 |
$1,105 | AMGN | 3,886 | +2,440 | $1,105 | ISHARES TR (IBDT) |
44,193 |
+6,662 |
$1,101 | IBDT | 44,193 | +6,662 | $1,101 | VISA INC |
3,591 |
+79 |
$1,002 | V | 3,591 | +79 | $1,002 | INVESCO EXCH TRD SLF IDX FD |
43,182 |
+18 |
$991 | BSJP | 43,182 | +18 | $991 | SALESFORCE INC |
3,242 |
+90 |
$976 | CRM | 3,242 | +90 | $976 | SPDR INDEX SHS FDS (CWI) |
31,306 |
-4,562 |
$889 | CWI | 31,306 | -4,562 | $889 | SHOPIFY INC |
11,299 |
UNCH |
$872 | SHOP | 11,299 | UNCH | $872 | DISNEY WALT CO |
6,838 |
UNCH |
$837 | DIS | 6,838 | UNCH | $837 | GOLDMAN SACHS GROUP INC |
1,956 |
-349 |
$817 | GS | 1,956 | -349 | $817 | ISHARES TR (IBDU) |
35,604 |
+6,344 |
$812 | IBDU | 35,604 | +6,344 | $812 | JOHNSON & JOHNSON |
4,992 |
+716 |
$790 | JNJ | 4,992 | +716 | $790 | INVESCO EXCH TRD SLF IDX FD |
45,304 |
+5,711 |
$743 | BSCU | 45,304 | +5,711 | $743 | J P MORGAN EXCHANGE TRADED F (JMST) |
14,105 |
-7,725 |
$716 | JMST | 14,105 | -7,725 | $716 | PROCTER AND GAMBLE CO |
4,041 |
+149 |
$656 | PG | 4,041 | +149 | $656 | INVESCO EXCH TRD SLF IDX FD |
25,477 |
UNCH |
$631 | BSMO | 25,477 | UNCH | $631 |
See Full List: All Stocks Held By Masso Torrence Wealth Management Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Masso Torrence Wealth Management Inc.
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