$169 Million is the total value of Masso Torrence Wealth Management Inc.'s 93 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RWJ | Exit | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $0 | – | -5,220 | -100.0% | -0.15% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -3,678 | -100.0% | -0.16% | – |
| BA | Exit | BOEING CO | $0 | – | -1,149 | -100.0% | -0.20% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -1,739 | -100.0% | -0.21% | – |
| Exit | AMPLIFY ETF TRthematic all str | $0 | – | -20,966 | -100.0% | -0.30% | – | |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -70,351 | -100.0% | -1.00% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -33,920 | -100.0% | -2.40% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 11.1% |
| NVIDIA CORPORATION | 11 | Q2 2024 | 11.7% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 4.3% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 4.3% |
| MICROSOFT CORP | 11 | Q2 2024 | 3.4% |
| AMAZON COM INC | 11 | Q2 2024 | 3.3% |
| WISDOMTREE TR | 11 | Q2 2024 | 3.9% |
| INVESCO QQQ TR | 11 | Q2 2024 | 5.0% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 7.4% |
| VICTORY PORTFOLIOS II | 11 | Q2 2024 | 2.7% |
View Masso Torrence Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-07-22 |
| 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 |
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.