| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LODE | Exit | COMSTOCK INC | $0 | – | -11,750 | -100.0% | -0.00% | – |
| AMRN | Exit | AMARIN CORP PLCspons adr new | $0 | – | -10,000 | -100.0% | -0.01% | – |
| CRVS | Exit | CORVUS PHARMACEUTICALS INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
| NIO | Exit | NIO INCspon ads | $0 | – | -14,529 | -100.0% | -0.10% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -30,669 | -100.0% | -0.11% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -494 | -100.0% | -0.16% | – |
| BUFR | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $0 | – | -8,402 | -100.0% | -0.16% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -2,595 | -100.0% | -0.16% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,575 | -100.0% | -0.17% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -2,031 | -100.0% | -0.17% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -3,844 | -100.0% | -0.18% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -2,686 | -100.0% | -0.18% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -7,434 | -100.0% | -0.18% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -3,550 | -100.0% | -0.19% | – |
| BA | Exit | BOEING CO | $0 | – | -1,344 | -100.0% | -0.20% | – |
| BSMQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,953 | -100.0% | -0.21% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -791 | -100.0% | -0.21% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -10,517 | -100.0% | -0.22% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -958 | -100.0% | -0.23% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,320 | -100.0% | -0.23% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -758 | -100.0% | -0.24% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -5,588 | -100.0% | -0.24% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,036 | -100.0% | -0.25% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,183 | -100.0% | -0.27% | – |
| BSMN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -14,905 | -100.0% | -0.29% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -820 | -100.0% | -0.32% | – |
| Exit | AMPLIFY ETF TRthematic all str | $0 | – | -23,986 | -100.0% | -0.32% | – | |
| VGR | Exit | VECTOR GROUP LTD | $0 | – | -39,572 | -100.0% | -0.32% | – |
| MUST | Exit | COLUMBIA ETF TR Imulti sec muni | $0 | – | -23,110 | -100.0% | -0.35% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,567 | -100.0% | -0.40% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -2,599 | -100.0% | -0.40% | – |
| BSMP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -22,111 | -100.0% | -0.41% | – |
| IBDT | Exit | ISHARES TRibds dec28 etf | $0 | – | -22,111 | -100.0% | -0.41% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -10,200 | -100.0% | -0.42% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -3,543 | -100.0% | -0.42% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -6,863 | -100.0% | -0.43% | – |
| XSMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $0 | – | -12,647 | -100.0% | -0.47% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -11,299 | -100.0% | -0.47% | – |
| IBDO | Exit | ISHARES TRibonds dec23 etf | $0 | – | -25,155 | -100.0% | -0.49% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -4,248 | -100.0% | -0.51% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -5,971 | -100.0% | -0.51% | – |
| BSMO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -27,710 | -100.0% | -0.52% | – |
| BSCR | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -38,686 | -100.0% | -0.56% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -2,310 | -100.0% | -0.58% | – |
| V | Exit | VISA INC | $0 | – | -3,251 | -100.0% | -0.58% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -2,110 | -100.0% | -0.61% | – |
| Exit | AB ACTIVE ETFS INCultra short incm | $0 | – | -16,418 | -100.0% | -0.63% | – | |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -3,107 | -100.0% | -0.65% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -49,228 | -100.0% | -0.71% | – |
| BSJP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -43,141 | -100.0% | -0.75% | – |
| CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -42,683 | -100.0% | -0.82% | – |
| Exit | WISDOMTREE TRartificial intel | $0 | – | -74,856 | -100.0% | -1.00% | – | |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -9,041 | -100.0% | -1.01% | – |
| Exit | PROSHARES TRbig data refiner | $0 | – | -48,707 | -100.0% | -1.03% | – | |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -64,951 | -100.0% | -1.03% | – |
| IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -55,477 | -100.0% | -1.04% | – |
| JMST | Exit | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $0 | – | -27,648 | -100.0% | -1.07% | – |
| TSLA | Exit | TESLA INC | $0 | – | -6,234 | -100.0% | -1.20% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -31,891 | -100.0% | -1.23% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $0 | – | -34,936 | -100.0% | -1.26% | – | |
| BUG | Exit | GLOBAL X FDScybrscurty etf | $0 | – | -78,919 | -100.0% | -1.47% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -39,844 | -100.0% | -1.54% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -13,723 | -100.0% | -1.57% | – |
| BSJO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -91,204 | -100.0% | -1.58% | – |
| BSJN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -89,559 | -100.0% | -1.62% | – |
| RWJ | Exit | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $0 | – | -60,690 | -100.0% | -1.70% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -2,837 | -100.0% | -1.81% | – |
| XMHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $0 | – | -31,651 | -100.0% | -1.96% | – |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -48,931 | -100.0% | -2.15% | – |
| XMVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $0 | – | -64,284 | -100.0% | -2.27% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -22,718 | -100.0% | -2.30% | – |
| USTB | Exit | VICTORY PORTFOLIOS IIshort trm bd etf | $0 | – | -63,705 | -100.0% | -2.40% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -36,555 | -100.0% | -2.73% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -30,554 | -100.0% | -2.99% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -64,088 | -100.0% | -3.13% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -10,551 | -100.0% | -3.18% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -13,380 | -100.0% | -3.25% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -100,727 | -100.0% | -3.37% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -65,594 | -100.0% | -3.57% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -95,793 | -100.0% | -3.94% | – |
| QQXT | Exit | FIRST TR EXCHANGE-TRADED FDnasdaq 100 ex | $0 | – | -64,898 | -100.0% | -4.06% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -15,052 | -100.0% | -4.15% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -19,137 | -100.0% | -6.40% | – |
| AAPL | Exit | APPLE INC | $0 | – | -72,576 | -100.0% | -9.55% | – |
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.