MT

Masso Torrence Wealth Management Inc.

13F
Masso Torrence Wealth Management Inc.
Last update 2024-10-24 93 Stocks (7 new)
Value $185.00 Mil Turnover 9 %
Countries:
Top Holdings: NVDA(10.95%)AAPL(7.79%)XMHQ(6.57%)FNDX(5.17%)QQQ(4.58%)
Portfolio Report
Summary Stock Picks Current Portfolio
Masso Torrence Wealth Manageme... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
167,096
20292.160
-2.06%
10.950
-0.24%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
AAPL 		Apple Inc
61,978
14440.850
-2.51%
7.790
-0.19%
0.000
+6.90%
+16.50%
3377630.649
Hardware
XMHQ 		Invesco S&P MidCap Quality ETF
118,761
12182.480
+1.30%
6.570
+0.08%
0.210
+7.45%
+14.74%
5874.301
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
400,608
9582.540
+197.56%
5.170
+3.43%
0.020
+9.59%
+15.64%
17187.630
 
QQQ 		INVESCO QQQ Trust
17,379
8482.050
-2.72%
4.580
-0.13%
0.000
+13.06%
+20.19%
297491.724
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
90,620
7540.490
-0.02%
4.070
0%
0.050
+9.14%
+17.89%
14668.593
 
JEPI 		JPMorgan Equity Premium Income ETF
124,937
7434.990
+1.00%
4.010
+0.04%
0.020
+7.09%
+7.09%
35748.992
 
VOO 		Vanguard S&P 500 ETF
11,773
6212.070
-2.41%
3.350
-0.08%
0.000
+11.55%
+21.36%
493529.541
 
AMZN 		Amazon.com Inc
30,376
5659.960
-1.53%
3.050
-0.05%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
FBND 		Fidelity Total Bond ETF
118,222
5525.710
+0.87%
2.980
+0.03%
0.040
-1.70%
-0.93%
12517.137
 

Masso Torrence Wealth Management Inc.'s Historical Top Holdings Breakdowns

Masso Torrence Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+3.43%
●
21.79 ($23.01) 23.92
$23.88
3.78%
Add 197.56%
400,608
88,658
XLI 		Industrial Select Sector SPDR2024-09-30New Buy
+2.47%
●
120.56 ($127.11) 135.44
$136.10
7.07%
New holding
33,748
33,748
BUG 		Global X The Global X Cybersecurity ETF2024-09-30Sold Out
-1.20%
●
27.33 ($29.78) 31.1
$31.03
4.20%
Sold Out
0
-73,080
KCE 		SPDR S&P Capital Markets ETF2024-09-30New Buy
+1.19%
●
110.03 ($118.12) 126.01
$132.87
12.49%
New holding
17,716
17,716
WTAI 		WisdomTree Artificial Intelligence and Innovation Fund2024-09-30Sold Out
-0.84%
●
17.62 ($19.75) 21.88
$20.59
4.25%
Sold Out
0
-72,073
XLG 		Invesco S&P 500 Top 50 ETF2024-09-30Sold Out
-0.79%
●
42.54 ($45.95) 47.97
$47.87
4.18%
Sold Out
0
-31,048
DAT 		ProShares Big Data Refiners ETF2024-09-30Sold Out
-0.74%
●
32.4 ($34.89) 36.01
$38.29
9.74%
Sold Out
0
-38,079
BSJO 		Invesco BulletShares 2024 High Yield Corporate Bon2024-09-30Reduce
-0.51%
●
22.61 ($22.7) 22.79
$22.66
-0.18%
Reduce -47.8%
43,902
-40,197
HMOP 		Hartford Municipal Opportunities ETF2024-09-30New Buy
+0.51%
●
38.61 ($39.1) 39.45
$38.96
-0.36%
New holding
23,985
23,985
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.24%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Reduce -2.06%
167,096
-3,514

Masso Torrence Wealth Management Inc. Total Holding History ($B)

To

Masso Torrence Wealth Management Inc.'s Asset Allocation

To

Masso Torrence Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Masso Torrence Wealth Management Inc.'s Hypothetical Growth since 2024-09-30

Masso Torrence Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Masso Torrence Wealth Management Inc.'s Holdings Heat Map

Size field:

Masso Torrence Wealth Management Inc.'s Holdings Bubble Chart

Masso Torrence Wealth Management Inc. News

  • 1

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