$125 Million is the total value of Masso Torrence Wealth Management Inc.'s 77 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $831,000 | 0.0% | 3,107 | 0.0% | 0.66% | +14.5% | |
| TD | TORONTO DOMINION BK ONT | $436,000 | +3.6% | 5,495 | 0.0% | 0.35% | +18.7% | |
| DIS | DISNEY WALT CO | $365,000 | -11.4% | 2,660 | 0.0% | 0.29% | +1.4% | |
| BA | BOEING CO | $359,000 | -4.8% | 1,874 | 0.0% | 0.29% | +8.7% | |
| ABNB | AIRBNB INC | $283,000 | +2.9% | 1,650 | 0.0% | 0.23% | +18.2% | |
| MU | MICRON TECHNOLOGY INC | $273,000 | -16.5% | 3,510 | 0.0% | 0.22% | -4.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $247,000 | +18.2% | 700 | 0.0% | 0.20% | +35.6% | |
| SIRI | SIRIUS XM HOLDINGS INC | $203,000 | +4.1% | 30,669 | 0.0% | 0.16% | +19.1% | |
| CGEN | COMPUGEN LTDord | $49,000 | -25.8% | 15,250 | 0.0% | 0.04% | -15.2% | |
| AMRN | AMARIN CORP PLCspons adr new | $33,000 | -2.9% | 10,000 | 0.0% | 0.03% | +8.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 11.1% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 6.2% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 4.3% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 6.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.3% |
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.2% |
| AMAZON COM INC | 8 | Q3 2023 | 3.3% |
| WISDOMTREE TR | 8 | Q3 2023 | 3.2% |
| VICTORY PORTFOLIOS II | 8 | Q3 2023 | 2.7% |
View Masso Torrence Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-10 |
View Masso Torrence Wealth Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.