$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FTNT | Exit | FORTINET INC | $0 | – | -679 | -100.0% | -0.19% | – |
FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -2,193 | -100.0% | -0.20% | – |
MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -3,510 | -100.0% | -0.22% | – |
ABNB | Exit | AIRBNB INC | $0 | – | -1,650 | -100.0% | -0.23% | – |
ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -15,216 | -100.0% | -0.81% | – |
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.