Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
NVIDIA CORPORATION | 17,166 | -1,958 | $15,510 |
NVDA | 17,166 | -1,958 | $15,510 |
INVESCO EXCHANGE TRADED FD T (XMHQ) | 113,054 | +3,255 | $12,442 |
XMHQ | 113,054 | +3,255 | $12,442 |
APPLE INC | 66,347 | -4,848 | $11,377 |
AAPL | 66,347 | -4,848 | $11,377 |
SCHWAB STRATEGIC TR | 128,999 | +9,135 | $8,693 |
FNDX | 128,999 | +9,135 | $8,693 |
INVESCO QQQ TR | 17,469 | -459 | $7,756 |
QQQ | 17,469 | -459 | $7,756 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 118,685 | +9,856 | $6,867 |
JEPI | 118,685 | +9,856 | $6,867 |
WISDOMTREE TR | 83,962 | +8,311 | $6,397 |
DGRW | 83,962 | +8,311 | $6,397 |
AMAZON COM INC | 30,826 | -258 | $5,560 |
AMZN | 30,826 | -258 | $5,560 |
VANGUARD INDEX FDS (VOO) | 11,415 | +403 | $5,487 |
VOO | 11,415 | +403 | $5,487 |
MICROSOFT CORP | 12,597 | -599 | $5,300 |
MSFT | 12,597 | -599 | $5,300 |
FIDELITY MERRIMACK STR TR | 110,086 | +7,450 | $4,988 |
FBND | 110,086 | +7,450 | $4,988 |
SELECT SECTOR SPDR TR (XLV) | 30,086 | +28,291 | $4,445 |
XLV | 30,086 | +28,291 | $4,445 |
VICTORY PORTFOLIOS II | 79,363 | +6,709 | $3,955 |
USTB | 79,363 | +6,709 | $3,955 |
ALPHABET INC | 23,828 | +517 | $3,628 |
GOOG | 23,828 | +517 | $3,628 |
BROADCOM INC | 2,664 | -143 | $3,531 |
AVGO | 2,664 | -143 | $3,531 |
BLACKROCK ETF TRUST II (BINC) | 62,807 | +10,460 | $3,295 |
BINC | 62,807 | +10,460 | $3,295 |
J P MORGAN EXCHANGE TRADED F (JEPQ) | 54,825 | +5,017 | $2,974 |
JEPQ | 54,825 | +5,017 | $2,974 |
SPDR SER TR (XBI) | 25,223 | +25,223 | $2,393 |
XBI | 25,223 | +25,223 | $2,393 |
GLOBAL X FDS | 73,652 | -4,821 | $2,191 |
BUG | 73,652 | -4,821 | $2,191 |
FIRST TR EXCHANGE TRADED FD (QQXT) | 23,457 | -8,865 | $2,136 |
QQXT | 23,457 | -8,865 | $2,136 |
INVESCO EXCH TRD SLF IDX FD | 88,840 | +469 | $2,019 |
BSJO | 88,840 | +469 | $2,019 |
ISHARES TR (IBDQ) | 78,743 | +10,624 | $1,954 |
IBDQ | 78,743 | +10,624 | $1,954 |
ABBVIE INC | 10,247 | -1,616 | $1,866 |
ABBV | 10,247 | -1,616 | $1,866 |
JPMORGAN CHASE & CO | 9,034 | -187 | $1,810 |
JPM | 9,034 | -187 | $1,810 |
VICTORY PORTFOLIOS II | 63,621 | +63,621 | $1,731 |
SFLO | 63,621 | +63,621 | $1,731 |
JANUS DETROIT STR TR | 33,033 | +33,033 | $1,705 |
JSI | 33,033 | +33,033 | $1,705 |
WISDOMTREE TR | 71,710 | -6,218 | $1,489 |
WTAI | 71,710 | -6,218 | $1,489 |
INVESCO EXCH TRD SLF IDX FD | 77,109 | +10,915 | $1,481 |
BSCQ | 77,109 | +10,915 | $1,481 |
PROSHARES TR (DAT) | 38,563 | -9,968 | $1,437 |
DAT | 38,563 | -9,968 | $1,437 |
INVESCO EXCH TRD SLF IDX FD | 67,320 | +12,448 | $1,299 |
BSCR | 67,320 | +12,448 | $1,299 |
PGIM ETF TR (PULS) | 25,448 | +2,059 | $1,265 |
PULS | 25,448 | +2,059 | $1,265 |
QUALCOMM INC | 6,840 | +139 | $1,158 |
QCOM | 6,840 | +139 | $1,158 |
TESLA INC | 6,400 | -461 | $1,125 |
TSLA | 6,400 | -461 | $1,125 |
NETFLIX INC | 1,844 | -256 | $1,120 |
NFLX | 1,844 | -256 | $1,120 |
STRYKER CORPORATION | 3,110 | UNCH | $1,113 |
SYK | 3,110 | UNCH | $1,113 |
AMGEN INC | 3,886 | +2,440 | $1,105 |
AMGN | 3,886 | +2,440 | $1,105 |
ISHARES TR (IBDT) | 44,193 | +6,662 | $1,101 |
IBDT | 44,193 | +6,662 | $1,101 |
VISA INC | 3,591 | +79 | $1,002 |
V | 3,591 | +79 | $1,002 |
INVESCO EXCH TRD SLF IDX FD | 43,182 | +18 | $991 |
BSJP | 43,182 | +18 | $991 |
SALESFORCE INC | 3,242 | +90 | $976 |
CRM | 3,242 | +90 | $976 |
SPDR INDEX SHS FDS (CWI) | 31,306 | -4,562 | $889 |
CWI | 31,306 | -4,562 | $889 |
SHOPIFY INC | 11,299 | UNCH | $872 |
SHOP | 11,299 | UNCH | $872 |
DISNEY WALT CO | 6,838 | UNCH | $837 |
DIS | 6,838 | UNCH | $837 |
GOLDMAN SACHS GROUP INC | 1,956 | -349 | $817 |
GS | 1,956 | -349 | $817 |
ISHARES TR (IBDU) | 35,604 | +6,344 | $812 |
IBDU | 35,604 | +6,344 | $812 |
JOHNSON & JOHNSON | 4,992 | +716 | $790 |
JNJ | 4,992 | +716 | $790 |
INVESCO EXCH TRD SLF IDX FD | 45,304 | +5,711 | $743 |
BSCU | 45,304 | +5,711 | $743 |
J P MORGAN EXCHANGE TRADED F (JMST) | 14,105 | -7,725 | $716 |
JMST | 14,105 | -7,725 | $716 |
PROCTER AND GAMBLE CO | 4,041 | +149 | $656 |
PG | 4,041 | +149 | $656 |
INVESCO EXCH TRD SLF IDX FD | 25,477 | UNCH | $631 |
BSMO | 25,477 | UNCH | $631 |
See Full List: All Stocks Held By Masso Torrence Wealth Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Masso Torrence Wealth Management Inc.
Size ($ in 1000's)
At 03/31/2024: $168,559 At 12/31/2023: $146,475 Combined Holding Report Includes:
Masso Torrence Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Masso Torrence Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |