Masso Torrence Wealth Management Inc. - Q4 2021 holdings

$143 Million is the total value of Masso Torrence Wealth Management Inc.'s 404 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .

 Value Shares↓ Weighting
AAPL NewAPPLE INC$14,124,00079,542
+100.0%
9.88%
SCHD NewSCHWAB STRATEGIC TRus dividend eq$6,813,00084,293
+100.0%
4.76%
VOO NewVANGUARD INDEX FDS$5,511,00012,623
+100.0%
3.85%
XMVM NewINVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt$4,967,000101,669
+100.0%
3.47%
FTCS NewFIRST TR EXCHANGE-TRADED FDcap strength etf$4,964,00058,706
+100.0%
3.47%
BUFR NewFIRST TR EXCHNG TRADED FD VIcboe vest us eq$4,823,000200,699
+100.0%
3.37%
XLF NewSELECT SECTOR SPDR TRfinancial$4,255,000108,963
+100.0%
2.98%
AMZN NewAMAZON COM INC$3,998,0001,199
+100.0%
2.80%
JPST NewJ P MORGAN EXCHANGE-TRADED Fultra shrt inc$3,980,00078,839
+100.0%
2.78%
MSFT NewMICROSOFT CORP$3,901,00011,600
+100.0%
2.73%
NVDA NewNVIDIA CORPORATION$3,689,00012,543
+100.0%
2.58%
TCHP NewT ROWE PRICE ETF INCprice blue chip$3,581,000108,007
+100.0%
2.50%
JEPI NewJ P MORGAN EXCHANGE-TRADED Fequity premium$2,918,00046,186
+100.0%
2.04%
BSJN NewINVESCO EXCH TRD SLF IDX FD$2,681,000106,004
+100.0%
1.88%
JMST NewJ P MORGAN EXCHANGE-TRADED Fultra sht muncpl$2,638,00051,666
+100.0%
1.84%
USTB NewVICTORY PORTFOLIOS II$2,534,00049,372
+100.0%
1.77%
ARKK NewARK ETF TRinnovation etf$2,454,00025,947
+100.0%
1.72%
RWJ NewINVESCO EXCH TRADED FD TR IIs&p smallcap 600$2,280,00018,510
+100.0%
1.59%
STIP NewISHARES TR0-5 yr tips etf$2,269,00021,428
+100.0%
1.59%
DGRW NewWISDOMTREE TRus qtly div grt$2,245,00034,091
+100.0%
1.57%
ABBV NewABBVIE INC$2,239,00016,534
+100.0%
1.57%
IGV NewISHARES TRexpanded tech$2,217,0005,574
+100.0%
1.55%
IMCG NewISHARES TRmrgstr md cp grw$2,037,00027,811
+100.0%
1.42%
NFLX NewNETFLIX INC$1,976,0003,280
+100.0%
1.38%
AVGO NewBROADCOM INC$1,963,0002,950
+100.0%
1.37%
QUAL NewISHARES TRmsci usa qlt fct$1,905,00013,086
+100.0%
1.33%
CIBR NewFIRST TR EXCHANGE TRADED FDnasdaq cyb etf$1,778,00033,677
+100.0%
1.24%
MUST NewCOLUMBIA ETF TR Imulti sec muni$1,625,00072,216
+100.0%
1.14%
TSLA NewTESLA INC$1,616,0001,529
+100.0%
1.13%
VIG NewVANGUARD SPECIALIZED FUNDSdiv app etf$1,586,0009,232
+100.0%
1.11%
CWI NewSPDR INDEX SHS FDSmsci acwi exus$1,334,00045,505
+100.0%
0.93%
AVDR NewNEW AGE ALPHA TRavdr us lrgcp le$1,318,00040,911
+100.0%
0.92%
JPM NewJPMORGAN CHASE & CO$1,237,0007,812
+100.0%
0.86%
QCOM NewQUALCOMM INC$1,174,0006,422
+100.0%
0.82%
WCLD NewWISDOMTREE TR$1,119,00021,574
+100.0%
0.78%
TDIV NewFIRST TR EXCHANGE-TRADED FDnasd tech div$1,025,00016,311
+100.0%
0.72%
GOOG NewALPHABET INCcap stk cl c$1,016,000351
+100.0%
0.71%
FFEB NewFIRST TR EXCHNG TRADED FD VIus eqt buffer$878,00022,825
+100.0%
0.61%
CRM NewSALESFORCE COM INC$851,0003,350
+100.0%
0.60%
SYK NewSTRYKER CORPORATION$831,0003,107
+100.0%
0.58%
FB NewMETA PLATFORMS INCcl a$790,0002,350
+100.0%
0.55%
SBUX NewSTARBUCKS CORP$750,0006,410
+100.0%
0.52%
CSCO NewCISCO SYS INC$656,00010,352
+100.0%
0.46%
IGM NewISHARES TRexpnd tec sc etf$603,0001,373
+100.0%
0.42%
BX NewBLACKSTONE INC$595,0004,601
+100.0%
0.42%
KKR NewKKR & CO INC$581,0007,794
+100.0%
0.41%
XMHQ NewINVESCO EXCHANGE TRADED FD Ts&p mdcp quality$545,0006,786
+100.0%
0.38%
MTUM NewISHARES TRmsci usa mmentm$532,0002,925
+100.0%
0.37%
V NewVISA INC$515,0002,378
+100.0%
0.36%
VZ NewVERIZON COMMUNICATIONS INC$509,0009,802
+100.0%
0.36%
PG NewPROCTER AND GAMBLE CO$508,0003,107
+100.0%
0.36%
BAC NewBK OF AMERICA CORP$505,00011,350
+100.0%
0.35%
QQQJ NewINVESCO EXCH TRADED FD TR IInasdaqnxtgen100$495,00014,747
+100.0%
0.35%
VGR NewVECTOR GROUP LTD$494,00043,059
+100.0%
0.34%
NewAMPLIFY ETF TRthematic all str$481,00018,843
+100.0%
0.34%
IVOL NewKRANESHARES TRquadrtc int rt$454,00016,910
+100.0%
0.32%
VSDA NewVICTORY PORTFOLIOS II$446,0009,371
+100.0%
0.31%
ADBE NewADOBE SYSTEMS INCORPORATED$446,000787
+100.0%
0.31%
BSCM NewINVESCO EXCH TRD SLF IDX FD$441,00020,634
+100.0%
0.31%
BSJP NewINVESCO EXCH TRD SLF IDX FD$431,00017,558
+100.0%
0.30%
JNJ NewJOHNSON & JOHNSON$427,0002,495
+100.0%
0.30%
TD NewTORONTO DOMINION BK ONT$421,0005,495
+100.0%
0.29%
QQQ NewINVESCO QQQ TRunit ser 1$418,0001,051
+100.0%
0.29%
DIS NewDISNEY WALT CO$412,0002,660
+100.0%
0.29%
XT NewISHARES TRexponential tech$407,0006,161
+100.0%
0.28%
BA NewBOEING CO$377,0001,874
+100.0%
0.26%
KNG NewFIRST TR EXCHANGE-TRADED FDft cboe vest s&p$349,0006,096
+100.0%
0.24%
VGT NewVANGUARD WORLD FDSinf tech etf$341,000744
+100.0%
0.24%
MU NewMICRON TECHNOLOGY INC$327,0003,510
+100.0%
0.23%
IBM NewINTERNATIONAL BUSINESS MACHS$321,0002,403
+100.0%
0.22%
GOOGL NewALPHABET INCcap stk cl a$316,000109
+100.0%
0.22%
COIN NewCOINBASE GLOBAL INC$313,0001,241
+100.0%
0.22%
PFE NewPFIZER INC$313,0005,296
+100.0%
0.22%
NIO NewNIO INCspon ads$311,0009,809
+100.0%
0.22%
PEG NewPUBLIC SVC ENTERPRISE GRP IN$302,0004,525
+100.0%
0.21%
ABNB NewAIRBNB INC$275,0001,650
+100.0%
0.19%
BSCN NewINVESCO EXCH TRD SLF IDX FD$271,00012,616
+100.0%
0.19%
FXH NewFIRST TR EXCHANGE TRADED FDhlth care alph$262,0002,110
+100.0%
0.18%
GTO NewINVESCO ACTIVELY MANAGED ETFtotal return$249,0004,425
+100.0%
0.17%
T NewAT&T INC$235,0009,567
+100.0%
0.16%
VNLA NewJANUS DETROIT STR TRhendrsn shrt etf$233,0004,707
+100.0%
0.16%
FDN NewFIRST TR EXCHANGE-TRADED FDdj internt idx$232,0001,025
+100.0%
0.16%
GS NewGOLDMAN SACHS GROUP INC$229,000599
+100.0%
0.16%
BRKB NewBERKSHIRE HATHAWAY INC DELcl b new$209,000700
+100.0%
0.15%
TJX NewTJX COS INC NEW$204,0002,686
+100.0%
0.14%
SE NewSEA LTDsponsord ads$201,000900
+100.0%
0.14%
FTNT NewFORTINET INC$201,000560
+100.0%
0.14%
SIRI NewSIRIUS XM HOLDINGS INC$195,00030,669
+100.0%
0.14%
FJUL NewFIRST TR EXCHNG TRADED FD VIcboe vest us eqt$181,0004,950
+100.0%
0.13%
PAVE NewGLOBAL X FDSus infr dev etf$179,0006,210
+100.0%
0.12%
DIVO NewAMPLIFY ETF TRcwp enhanced div$178,0004,665
+100.0%
0.12%
VTI NewVANGUARD INDEX FDStotal stk mkt$178,000736
+100.0%
0.12%
HD NewHOME DEPOT INC$177,000426
+100.0%
0.12%
NewGOLDMAN SACHS ETF TRfuture tech lead$175,0004,463
+100.0%
0.12%
RCD NewINVESCO EXCHANGE TRADED FD Ts&p500 eql dis$169,0001,078
+100.0%
0.12%
FSMB NewFIRST TR EXCH TRADED FD IIIshrt dur mng mun$167,0008,033
+100.0%
0.12%
BSCO NewINVESCO EXCH TRD SLF IDX FD$164,0007,500
+100.0%
0.12%
PYPL NewPAYPAL HLDGS INC$161,000852
+100.0%
0.11%
SPY NewSPDR S&P 500 ETF TRtr unit$151,000317
+100.0%
0.11%
WYNN NewWYNN RESORTS LTD$145,0001,700
+100.0%
0.10%
ABT NewABBOTT LABS$140,000992
+100.0%
0.10%
ORCL NewORACLE CORP$140,0001,601
+100.0%
0.10%
MRNA NewMODERNA INC$140,000550
+100.0%
0.10%
CRWD NewCROWDSTRIKE HLDGS INCcl a$129,000631
+100.0%
0.09%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$123,0001,038
+100.0%
0.09%
INTC NewINTEL CORP$123,0002,396
+100.0%
0.09%
UNP NewUNION PAC CORP$121,000480
+100.0%
0.08%
MDY NewSPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$107,000206
+100.0%
0.08%
AWK NewAMERICAN WTR WKS CO INC NEW$107,000565
+100.0%
0.08%
BSCP NewINVESCO EXCH TRD SLF IDX FD$104,0004,750
+100.0%
0.07%
SMH NewVANECK ETF TRUSTsemiconductr etf$105,000341
+100.0%
0.07%
WMT NewWALMART INC$102,000707
+100.0%
0.07%
DOCS NewDOXIMITY INCcl a$100,0002,000
+100.0%
0.07%
LIT NewGLOBAL X FDSlithium btry etf$95,0001,130
+100.0%
0.07%
BMY NewBRISTOL-MYERS SQUIBB CO$90,0001,451
+100.0%
0.06%
EFA NewISHARES TRmsci eafe etf$89,0001,136
+100.0%
0.06%
VHT NewVANGUARD WORLD FDShealth car etf$85,000319
+100.0%
0.06%
LMT NewLOCKHEED MARTIN CORP$81,000227
+100.0%
0.06%
F NewFORD MTR CO DEL$81,0003,919
+100.0%
0.06%
TDOC NewTELADOC HEALTH INC$82,000894
+100.0%
0.06%
NEE NewNEXTERA ENERGY INC$81,000871
+100.0%
0.06%
ACN NewACCENTURE PLC IRELAND$79,000191
+100.0%
0.06%
NewGENERAL ELECTRIC CO$77,000818
+100.0%
0.05%
TT NewTRANE TECHNOLOGIES PLC$75,000370
+100.0%
0.05%
FTSM NewFIRST TR EXCHANGE-TRADED FDfirst tr enh new$75,0001,250
+100.0%
0.05%
ITW NewILLINOIS TOOL WKS INC$74,000300
+100.0%
0.05%
SPHQ NewINVESCO EXCHANGE TRADED FD Ts&p500 quality$74,0001,384
+100.0%
0.05%
IBB NewISHARES TRishares biotech$69,000449
+100.0%
0.05%
IVV NewISHARES TRcore s&p500 etf$67,000140
+100.0%
0.05%
QQQX NewNUVEEN NASDAQ 100 DYNAMIC OV$67,0002,194
+100.0%
0.05%
OCFC NewOCEANFIRST FINL CORP$67,0003,000
+100.0%
0.05%
LOW NewLOWES COS INC$67,000259
+100.0%
0.05%
CGEN NewCOMPUGEN LTDord$66,00015,250
+100.0%
0.05%
WTRG NewESSENTIAL UTILS INC$66,0001,231
+100.0%
0.05%
MRK NewMERCK & CO INC$63,000816
+100.0%
0.04%
CVS NewCVS HEALTH CORP$63,000613
+100.0%
0.04%
PNC NewPNC FINL SVCS GROUP INC$62,000307
+100.0%
0.04%
U NewUNITY SOFTWARE INC$62,000435
+100.0%
0.04%
COST NewCOSTCO WHSL CORP NEW$61,000107
+100.0%
0.04%
XOM NewEXXON MOBIL CORP$61,0001,000
+100.0%
0.04%
USMV NewISHARES TRmsci usa min vol$59,000735
+100.0%
0.04%
AMAT NewAPPLIED MATLS INC$59,000377
+100.0%
0.04%
KMB NewKIMBERLY-CLARK CORP$57,000400
+100.0%
0.04%
VEA NewVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$56,0001,100
+100.0%
0.04%
PEP NewPEPSICO INC$56,000320
+100.0%
0.04%
BIIB NewBIOGEN INC$56,000235
+100.0%
0.04%
GSIE NewGOLDMAN SACHS ETF TRactivebeta int$56,0001,582
+100.0%
0.04%
PXQ NewINVESCO EXCHANGE TRADED FD Tdynmc netwrng$53,000520
+100.0%
0.04%
TROW NewPRICE T ROWE GROUP INC$53,000271
+100.0%
0.04%
PLTR NewPALANTIR TECHNOLOGIES INCcl a$53,0002,930
+100.0%
0.04%
NVS NewNOVARTIS AGsponsored adr$52,000600
+100.0%
0.04%
OLED NewUNIVERSAL DISPLAY CORP$51,000312
+100.0%
0.04%
CAT NewCATERPILLAR INC$49,000236
+100.0%
0.03%
RTX NewRAYTHEON TECHNOLOGIES CORP$47,000542
+100.0%
0.03%
KO NewCOCA COLA CO$46,000770
+100.0%
0.03%
DOW NewDOW INC$45,000792
+100.0%
0.03%
SEAH NewSPORTS ENTERTAINMENT ACQU CO$44,0004,400
+100.0%
0.03%
PCTY NewPAYLOCITY HLDG CORP$45,000192
+100.0%
0.03%
BLK NewBLACKROCK INC$41,00045
+100.0%
0.03%
CCI NewCROWN CASTLE INTL CORP NEW$42,000204
+100.0%
0.03%
GLW NewCORNING INC$42,0001,132
+100.0%
0.03%
SQ NewBLOCK INCcl a$42,000260
+100.0%
0.03%
TWTR NewTWITTER INC$42,000977
+100.0%
0.03%
SCHG NewSCHWAB STRATEGIC TRus lcap gr etf$40,000245
+100.0%
0.03%
MINT NewPIMCO ETF TRenhan shrt ma ac$40,000396
+100.0%
0.03%
IIVI NewII-VI INC$40,000588
+100.0%
0.03%
PM NewPHILIP MORRIS INTL INC$39,000407
+100.0%
0.03%
TRHC NewTABULA RASA HEALTHCARE INC$39,0002,625
+100.0%
0.03%
IVZ NewINVESCO LTD$38,0001,653
+100.0%
0.03%
UPS NewUNITED PARCEL SERVICE INCcl b$38,000177
+100.0%
0.03%
EXAS NewEXACT SCIENCES CORP$37,000475
+100.0%
0.03%
PENN NewPENN NATL GAMING INC$37,000720
+100.0%
0.03%
GILD NewGILEAD SCIENCES INC$37,000514
+100.0%
0.03%
IP NewINTERNATIONAL PAPER CO$35,000750
+100.0%
0.02%
ZBH NewZIMMER BIOMET HOLDINGS INC$34,000268
+100.0%
0.02%
HE NewHAWAIIAN ELEC INDUSTRIES$35,000837
+100.0%
0.02%
NOK NewNOKIA CORPsponsored adr$34,0005,500
+100.0%
0.02%
FIW NewFIRST TR EXCHANGE TRADED FDwtr etf$35,000371
+100.0%
0.02%
AMRN NewAMARIN CORP PLCspons adr new$34,00010,000
+100.0%
0.02%
DUK NewDUKE ENERGY CORP NEW$33,000310
+100.0%
0.02%
RSG NewREPUBLIC SVCS INC$32,000229
+100.0%
0.02%
MO NewALTRIA GROUP INC$31,000650
+100.0%
0.02%
EVV NewEATON VANCE LTD DURATION INC$31,0002,372
+100.0%
0.02%
MELI NewMERCADOLIBRE INC$31,00023
+100.0%
0.02%
SCHV NewSCHWAB STRATEGIC TRus lcap va etf$32,000437
+100.0%
0.02%
XSOE NewWISDOMTREE TRem ex st-owned$32,000858
+100.0%
0.02%
BFLY NewBUTTERFLY NETWORK INC$30,0004,500
+100.0%
0.02%
PEJ NewINVESCO EXCHANGE TRADED FD Tdynmc leisure$30,000615
+100.0%
0.02%
QGEN NewQIAGEN NV$30,000541
+100.0%
0.02%
TIP NewISHARES TRtips bd etf$28,000219
+100.0%
0.02%
BHK NewBLACKROCK CORE BD TR$29,0001,786
+100.0%
0.02%
TRGP NewTARGA RES CORP$29,000563
+100.0%
0.02%
XMLV NewINVESCO EXCH TRADED FD TR IIs&p midcp low$27,000468
+100.0%
0.02%
IR NewINGERSOLL RAND INC$27,000441
+100.0%
0.02%
PBCT NewPEOPLES UNITED FINANCIAL INC$26,0001,439
+100.0%
0.02%
RACE NewFERRARI N V$26,000100
+100.0%
0.02%
CHTR NewCHARTER COMMUNICATIONS INC Ncl a$26,00040
+100.0%
0.02%
PTON NewPELOTON INTERACTIVE INC$26,000734
+100.0%
0.02%
DD NewDUPONT DE NEMOURS INC$25,000309
+100.0%
0.02%
UBER NewUBER TECHNOLOGIES INC$24,000575
+100.0%
0.02%
AXP NewAMERICAN EXPRESS CO$24,000145
+100.0%
0.02%
DLY NewDOUBLELINE YIELD OPPORTUNITI$24,0001,302
+100.0%
0.02%
NFJ NewVIRTUS DIVIDEND INTEREST & P$25,0001,531
+100.0%
0.02%
BOTZ NewGLOBAL X FDSrbtcs artfl inte$25,000708
+100.0%
0.02%
EBAY NewEBAY INC.$23,000352
+100.0%
0.02%
SPDW NewSPDR INDEX SHS FDSportfolio devlpd$23,000626
+100.0%
0.02%
DIAX NewNUVEEN DOW 30 DYNMC OVERWRT$23,0001,283
+100.0%
0.02%
XLK NewSELECT SECTOR SPDR TRtechnology$23,000132
+100.0%
0.02%
C NewCITIGROUP INC$23,000387
+100.0%
0.02%
MMM New3M CO$23,000130
+100.0%
0.02%
EXG NewEATON VANCE TAX-MANAGED GLOB$22,0002,091
+100.0%
0.02%
XPEV NewXPENG INCads$22,000430
+100.0%
0.02%
XLNX NewXILINX INC$21,000100
+100.0%
0.02%
DFEB NewFIRST TR EXCHNG TRADED FD VIus eqt deep dufr$21,000600
+100.0%
0.02%
HASI NewHANNON ARMSTRONG SUST INFR C$22,000415
+100.0%
0.02%
VXUS NewVANGUARD STAR FDSvg tl intl stk f$21,000335
+100.0%
0.02%
DKNG NewDRAFTKINGS INC$21,000775
+100.0%
0.02%
D NewDOMINION ENERGY INC$21,000270
+100.0%
0.02%
ALLE NewALLEGION PLC$22,000166
+100.0%
0.02%
VRIG NewINVESCO ACTIVELY MANAGED ETFvar rate invt$20,000805
+100.0%
0.01%
NVRO NewNEVRO CORP$20,000248
+100.0%
0.01%
CARR NewCARRIER GLOBAL CORPORATION$20,000367
+100.0%
0.01%
CLF NewCLEVELAND-CLIFFS INC NEW$20,000920
+100.0%
0.01%
ZTS NewZOETIS INCcl a$18,00075
+100.0%
0.01%
CMCSA NewCOMCAST CORP NEWcl a$19,000378
+100.0%
0.01%
ZS NewZSCALER INC$19,00059
+100.0%
0.01%
ROKU NewROKU INC$19,00082
+100.0%
0.01%
BST NewBLACKROCK SCIENCE & TECHNOLO$18,000359
+100.0%
0.01%
MPC NewMARATHON PETE CORP$19,000292
+100.0%
0.01%
CL NewCOLGATE PALMOLIVE CO$17,000200
+100.0%
0.01%
IVW NewISHARES TRs&p 500 grwt etf$17,000200
+100.0%
0.01%
ETN NewEATON CORP PLC$17,000100
+100.0%
0.01%
LULU NewLULULEMON ATHLETICA INC$16,00041
+100.0%
0.01%
MCD NewMCDONALDS CORP$16,00061
+100.0%
0.01%
IWF NewISHARES TRrus 1000 grw etf$16,00051
+100.0%
0.01%
OTIS NewOTIS WORLDWIDE CORP$16,000184
+100.0%
0.01%
SHOP NewSHOPIFY INCcl a$14,00010
+100.0%
0.01%
LMBS NewFIRST TR EXCHANGE-TRADED FDfst low oppt eft$15,000300
+100.0%
0.01%
CARZ NewFIRST TR EXCHANGE TRADED FDauto index fd$14,000226
+100.0%
0.01%
FEX NewFIRST TR LRGE CP CORE ALPHA$14,000150
+100.0%
0.01%
IJH NewISHARES TRcore s&p mcp etf$14,00048
+100.0%
0.01%
IUSG NewISHARES TRcore s&p us gwt$15,000130
+100.0%
0.01%
IJR NewISHARES TRcore s&p scp etf$14,000124
+100.0%
0.01%
ICLN NewISHARES TRgl clean ene etf$14,000657
+100.0%
0.01%
DGRO NewISHARES TRcore div grwth$15,000270
+100.0%
0.01%
KARS NewKRANESHARES TRelec veh futur$15,000320
+100.0%
0.01%
CACG NewLEGG MASON ETF INVT TRclrbrdg al cp gw$15,000300
+100.0%
0.01%
HQH NewTEKLA HEALTHCARE INVSsh ben int$15,000636
+100.0%
0.01%
VOOG NewVANGUARD ADMIRAL FDS INC500 grth idx f$15,00050
+100.0%
0.01%
SPCE NewVIRGIN GALACTIC HOLDINGS INC$15,0001,150
+100.0%
0.01%
BLDP NewBALLARD PWR SYS INC NEW$13,0001,000
+100.0%
0.01%
STZ NewCONSTELLATION BRANDS INCcl a$13,00050
+100.0%
0.01%
ISTB NewISHARES TRcore 1 5 yr usd$12,000229
+100.0%
0.01%
PBE NewINVESCO EXCHANGE TRADED FD Tdynmc biotech$11,000151
+100.0%
0.01%
LITE NewLUMENTUM HLDGS INC$11,000100
+100.0%
0.01%
GM NewGENERAL MTRS CO$12,000200
+100.0%
0.01%
PANW NewPALO ALTO NETWORKS INC$11,00020
+100.0%
0.01%
VONE NewVANGUARD SCOTTSDALE FDSvng rus1000idx$12,00053
+100.0%
0.01%
IGSB NewISHARES TR$11,000197
+100.0%
0.01%
TWLO NewTWILIO INCcl a$11,00041
+100.0%
0.01%
NLY NewANNALY CAPITAL MANAGEMENT IN$12,0001,568
+100.0%
0.01%
LNG NewCHENIERE ENERGY INC$10,000100
+100.0%
0.01%
TGT NewTARGET CORP$10,00044
+100.0%
0.01%
PSTH NewPERSHING SQUARE TONTINE HLDG$10,000500
+100.0%
0.01%
HACK NewETF MANAGERS TRprime cybr scrty$9,000150
+100.0%
0.01%
CGC NewCANOPY GROWTH CORP$9,0001,076
+100.0%
0.01%
IWM NewISHARES TRrussell 2000 etf$8,00037
+100.0%
0.01%
COP NewCONOCOPHILLIPS$8,000113
+100.0%
0.01%
LODE NewCOMSTOCK MNG INC$9,0007,000
+100.0%
0.01%
DDOG NewDATADOG INC$8,00047
+100.0%
0.01%
CRON NewCRONOS GROUP INC$9,0002,250
+100.0%
0.01%
VNT NewVONTIER CORPORATION$8,000251
+100.0%
0.01%
PDM NewPIEDMONT OFFICE REALTY TR IN$8,000424
+100.0%
0.01%
FNB NewF N B CORP$8,000643
+100.0%
0.01%
ALC NewALCON AG$9,000100
+100.0%
0.01%
VIAV NewVIAVI SOLUTIONS INC$9,000500
+100.0%
0.01%
VBK NewVANGUARD INDEX FDSsml cp grw etf$8,00030
+100.0%
0.01%
QQQE NewDIREXION SHS ETF TRnas100 eql wgt$9,000111
+100.0%
0.01%
DOCU NewDOCUSIGN INC$9,00059
+100.0%
0.01%
CSBR NewCHAMPIONS ONCOLOGY INC$8,0001,000
+100.0%
0.01%
ESPO NewVANECK ETF TRUSTvideo gmng esprt$8,000127
+100.0%
0.01%
ESGU NewISHARES TResg awr msci usa$9,00080
+100.0%
0.01%
CE NewCELANESE CORP DEL$9,00053
+100.0%
0.01%
IEMG NewISHARES INCcore msci emkt$9,000154
+100.0%
0.01%
IGD NewVOYA GLBL EQTY DIV & PREM OP$7,0001,137
+100.0%
0.01%
CX NewCEMEX SAB DE CVspon adr new$7,0001,000
+100.0%
0.01%
SOLO NewELECTRAMECCANICA VEHS CORP$7,0003,000
+100.0%
0.01%
ATVI NewACTIVISION BLIZZARD INC$7,000100
+100.0%
0.01%
NVCR NewNOVOCURE LTD$7,00090
+100.0%
0.01%
CRVS NewCORVUS PHARMACEUTICALS INC$7,0002,731
+100.0%
0.01%
SPLV NewINVESCO EXCH TRADED FD TR IIs&p500 low vol$7,000100
+100.0%
0.01%
ANEW NewPROSHARES TRmsci tranfrmtnal$7,000150
+100.0%
0.01%
CVX NewCHEVRON CORP NEW$7,00057
+100.0%
0.01%
ETSY NewETSY INC$7,00034
+100.0%
0.01%
EXPI NewEXP WORLD HLDGS INC$7,000211
+100.0%
0.01%
AMT NewAMERICAN TOWER CORP NEW$7,00025
+100.0%
0.01%
DHR NewDANAHER CORPORATION$6,00019
+100.0%
0.00%
HCSG NewHEALTHCARE SVCS GROUP INC$6,000345
+100.0%
0.00%
RGEN NewREPLIGEN CORP$6,00022
+100.0%
0.00%
KMI NewKINDER MORGAN INC DEL$6,000400
+100.0%
0.00%
ALB NewALBEMARLE CORP$6,00025
+100.0%
0.00%
EPI NewWISDOMTREE TRindia erngs fd$6,000160
+100.0%
0.00%
LI NewLI AUTO INCsponsored ads$6,000200
+100.0%
0.00%
PINS NewPINTEREST INCcl a$6,000153
+100.0%
0.00%
NOW NewSERVICENOW INC$6,00010
+100.0%
0.00%
IHE NewISHARES TRu.s. pharma etf$6,00030
+100.0%
0.00%
HYB NewNEW AMER HIGH INCOME FD INC$5,000496
+100.0%
0.00%
MDLZ NewMONDELEZ INTL INCcl a$5,00071
+100.0%
0.00%
OPK NewOPKO HEALTH INC$4,000839
+100.0%
0.00%
CMA NewCOMERICA INC$5,00059
+100.0%
0.00%
MRO NewMARATHON OIL CORP$4,000263
+100.0%
0.00%
NET NewCLOUDFLARE INC$4,00032
+100.0%
0.00%
CLSK NewCLEANSPARK INC$5,000500
+100.0%
0.00%
QS NewQUANTUMSCAPE CORP$4,000200
+100.0%
0.00%
RBLX NewROBLOX CORPcl a$5,00051
+100.0%
0.00%
SRNE NewSORRENTO THERAPEUTICS INC$5,0001,000
+100.0%
0.00%
ETJ NewEATON VANCE RISK-MANAGED DIV$5,000500
+100.0%
0.00%
THO NewTHOR INDS INC$5,00053
+100.0%
0.00%
TRMB NewTRIMBLE INC$4,00050
+100.0%
0.00%
ROBO NewEXCHANGE TRADED CONCEPTS TRrobo glb etf$4,00050
+100.0%
0.00%
AXON NewAXON ENTERPRISE INC$5,00033
+100.0%
0.00%
VOOV NewVANGUARD ADMIRAL FDS INC500 val idx fd$4,00025
+100.0%
0.00%
ARR NewARMOUR RESIDENTIAL REIT INC$4,000436
+100.0%
0.00%
VTRS NewVIATRIS INC$4,000294
+100.0%
0.00%
WFC NewWELLS FARGO CO NEW$5,000100
+100.0%
0.00%
WW NewWW INTL INC$4,000250
+100.0%
0.00%
FCX NewFREEPORT-MCMORAN INCcl b$4,000104
+100.0%
0.00%
ZIOP NewZIOPHARM ONCOLOGY INC$5,0005,000
+100.0%
0.00%
HUT NewHUT 8 MNG CORP$5,000600
+100.0%
0.00%
SPOT NewSPOTIFY TECHNOLOGY S A$5,00020
+100.0%
0.00%
MS NewMORGAN STANLEY$3,00032
+100.0%
0.00%
KNSL NewKINSALE CAP GROUP INC$3,00012
+100.0%
0.00%
HERO NewGLOBAL X FDSvdeo gam esprt$3,000100
+100.0%
0.00%
EA NewELECTRONIC ARTS INC$3,00025
+100.0%
0.00%
BITF NewBITFARMS LTD$3,000500
+100.0%
0.00%
TTD NewTHE TRADE DESK INC$3,00030
+100.0%
0.00%
FATE NewFATE THERAPEUTICS INC$3,00050
+100.0%
0.00%
WD NewWALKER & DUNLOP INC$3,00020
+100.0%
0.00%
ARI NewAPOLLO COML REAL EST FIN INC$3,000250
+100.0%
0.00%
XLRE NewSELECT SECTOR SPDR TRrl est sel sec$3,00057
+100.0%
0.00%
LOB NewLIVE OAK BANCSHARES INC$3,00036
+100.0%
0.00%
BMTC NewBRYN MAWR BK CORP$3,00075
+100.0%
0.00%
ARKG NewARK ETF TRgenomic rev etf$3,00045
+100.0%
0.00%
TEAM NewATLASSIAN CORP PLCcl a$3,0009
+100.0%
0.00%
REET NewISHARES TRglobal reit etf$3,00084
+100.0%
0.00%
HUBS NewHUBSPOT INC$3,0004
+100.0%
0.00%
EOLS NewEVOLUS INC$3,000500
+100.0%
0.00%
APPN NewAPPIAN CORPcl a$1,0009
+100.0%
0.00%
NewDIGITAL WORLD ACQUISITION CO$1,00012
+100.0%
0.00%
RIOT NewRIOT BLOCKCHAIN INC$1,00050
+100.0%
0.00%
RNLX NewRENALYTIX PLCads$1,00076
+100.0%
0.00%
RDFN NewREDFIN CORP$2,00065
+100.0%
0.00%
NewDIGIHOST TECHNOLOGY INC$1,000166
+100.0%
0.00%
PLL NewPIEDMONT LITHIUM INC$2,00030
+100.0%
0.00%
LMND NewLEMONADE INC$1,00013
+100.0%
0.00%
WAB NewWABTEC$1,00016
+100.0%
0.00%
FVRR NewFIVERR INTL LTD$2,00016
+100.0%
0.00%
NewWEWORK INCcl a$2,000200
+100.0%
0.00%
LYFT NewLYFT INC$2,00050
+100.0%
0.00%
WIX NewWIX COM LTD$1,0007
+100.0%
0.00%
ESG NewFLEXSHARES TRstox us esg slct$2,00017
+100.0%
0.00%
BOMN NewBOSTON OMAHA CORP$1,00043
+100.0%
0.00%
IPOD NewSOCIAL CAPITAL HEDOSOPHA HLD$1,000135
+100.0%
0.00%
IQ NewIQIYI INCsponsored ads$2,000350
+100.0%
0.00%
NVTA NewINVITAE CORP$1,00050
+100.0%
0.00%
ACRX NewACELRX PHARMACEUTICALS INC$1,0002,500
+100.0%
0.00%
BILI NewBILIBILI INCspons ads rep z$2,00045
+100.0%
0.00%
SDGR NewSCHRODINGER INC$1,00018
+100.0%
0.00%
OPEN NewOPENDOOR TECHNOLOGIES INC$1,00065
+100.0%
0.00%
AMOM NewEXCHANGE LISTED FDS TRqraft ai us mmtm$2,00050
+100.0%
0.00%
CRSP NewCRISPR THERAPEUTICS AGnamen akt$1,00013
+100.0%
0.00%
AVLR NewAVALARA INC$2,00017
+100.0%
0.00%
VYM NewVANGUARD WHITEHALL FDShigh div yld$2,00015
+100.0%
0.00%
ASLN NewASLAN PHARMACEUTICALS LTDads$2,0002,000
+100.0%
0.00%
SPLG NewSPDR SER TRportfolio s&p500$1,00022
+100.0%
0.00%
ABUS NewARBUTUS BIOPHARMA CORP$2,000500
+100.0%
0.00%
CC NewCHEMOURS CO$2,00070
+100.0%
0.00%
VUG NewVANGUARD INDEX FDSgrowth etf$2,0006
+100.0%
0.00%
ZG NewZILLOW GROUP INCcl a$2,00036
+100.0%
0.00%
FLGT NewFULGENT GENETICS INC$1,00014
+100.0%
0.00%
ZM NewZOOM VIDEO COMMUNICATIONS INcl a$1,0005
+100.0%
0.00%
PJT NewPJT PARTNERS INC$2,00031
+100.0%
0.00%
OM NewOUTSET MED INC$2,00041
+100.0%
0.00%
CMPS NewCOMPASS PATHWAYS PLCsponsored ads$1,00039
+100.0%
0.00%
CI NewCIGNA CORP NEW$2,0008
+100.0%
0.00%
TMUS NewT-MOBILE US INC$2,00017
+100.0%
0.00%
JAZZ NewJAZZ PHARMACEUTICALS PLC$2,00013
+100.0%
0.00%
MJ NewETF MANAGERS TRetfmg altr hrvst$2,000165
+100.0%
0.00%
HNST NewHONEST CO INC$1,00070
+100.0%
0.00%
ECOR NewELECTROCORE INC$1,0001,000
+100.0%
0.00%
CURI NewCURIOSITYSTREAM INC$1,000109
+100.0%
0.00%
FTV NewFORTIVE CORP$04
+100.0%
0.00%
SPH NewSUBURBAN PROPANE PARTNERS Lunit ltd partn$014
+100.0%
0.00%
AEZS NewAETERNA ZENTARIS INC$0775
+100.0%
0.00%
CEQP NewCRESTWOOD EQUITY PARTNERS LPunit ltd partner$04
+100.0%
0.00%
NewDERMTECH INC$028
+100.0%
0.00%
GPS NewGAP INC$01
+100.0%
0.00%
SVRA NewSAVARA INC$07
+100.0%
0.00%
INO NewINOVIO PHARMACEUTICALS INC$0100
+100.0%
0.00%
DNMR NewDANIMER SCIENTIFIC INC$048
+100.0%
0.00%
ACB NewAURORA CANNABIS INC$011
+100.0%
0.00%
NewNAKED BRAND GROUP LIMITED$014
+100.0%
0.00%
ATCO NewATLAS CORPshares$03
+100.0%
0.00%
SKLZ NewSKILLZ INC$054
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-02-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC8Q3 202311.1%
SCHWAB STRATEGIC TR8Q3 20236.2%
J P MORGAN EXCHANGE-TRADED F8Q3 20234.3%
NVIDIA CORPORATION8Q3 20236.4%
VANGUARD INDEX FDS8Q3 20234.3%
INVESCO EXCHANGE TRADED FD T8Q3 20233.9%
MICROSOFT CORP8Q3 20233.2%
AMAZON COM INC8Q3 20233.3%
WISDOMTREE TR8Q3 20233.2%
VICTORY PORTFOLIOS II8Q3 20232.7%

View Masso Torrence Wealth Management Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-23
13F-HR2024-02-01
13F-HR2023-11-07
13F-HR2023-08-11
13F-HR2023-05-12
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-07-28
13F-HR2022-04-26
13F-HR2022-02-10

View Masso Torrence Wealth Management Inc.'s complete filings history.

Export Masso Torrence Wealth Management Inc.'s holdings