$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $618,000 | -25.6% | 3,107 | 0.0% | 0.54% | -18.2% | |
| TD | TORONTO DOMINION BK ONT | $360,000 | -17.4% | 5,495 | 0.0% | 0.32% | -9.2% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $243,000 | -21.6% | 745 | 0.0% | 0.21% | -13.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $242,000 | -21.7% | 111 | 0.0% | 0.21% | -13.8% | |
| SIRI | SIRIUS XM HOLDINGS INC | $188,000 | -7.4% | 30,669 | 0.0% | 0.16% | +1.9% | |
| CGEN | COMPUGEN LTDord | $28,000 | -42.9% | 15,250 | 0.0% | 0.02% | -35.9% | |
| AMRN | AMARIN CORP PLCspons adr new | $15,000 | -54.5% | 10,000 | 0.0% | 0.01% | -50.0% |
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.