$134 Million is the total value of Masso Torrence Wealth Management Inc.'s 79 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $3,391,000 | – | 71,077 | +100.0% | 2.98% | – | |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $2,009,000 | – | 92,190 | +100.0% | 1.77% | – |
| GMOM | New | CAMBRIA ETF TRglb moment etf | $1,595,000 | – | 54,085 | +100.0% | 1.40% | – |
| New | AMPLIFY ETF TRthematic all str | $505,000 | – | 31,750 | +100.0% | 0.44% | – | |
| SHOP | New | SHOPIFY INCcl a | $340,000 | – | 10,888 | +100.0% | 0.30% | – |
| FSMB | New | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $254,000 | – | 12,805 | +100.0% | 0.22% | – |
| LMT | New | LOCKHEED MARTIN CORP | $209,000 | – | 487 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-28
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.