Masso Torrence Wealth Management Inc. Purchases in Q1 2025

Masso Torrence Wealth Management Inc.

  • $173 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIVB
Ishares Tr U S Divid & Buyback

ETFs
225K
New
$46.86 - $50.66 $10.6M - $11.4M
225K $10.9M
ACN
Accenture PLC

Technology
12.4K
+ 832.48%
$300.91 - $398.25 $3.72M - $4.92M
13.8K $4.32M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
28.1K
New
$60.05 - $72.21 $1.69M - $2.03M
28.1K $1.76M
USTB
Victory Portfolios Ii Victorys

ETFs
16.8K
+ 16.0%
$50.08 - $50.71 $839K - $850K
122K $6.15M
PSN
Parsons Corp

Industrials
13.4K
New
$55.35 - $96.44 $741K - $1.29M
13.4K $792K
JEPI
J P Morgan Exchange Traded Fd

ETFs
12K
+ 9.13%
$56.17 - $59.71 $673K - $716K
143K $8.19M
KCE
Spdr S&P Capital Markets ETF

ETFs
5.86K
+ 29.65%
$122.39 - $146.44 $717K - $858K
25.6K $3.23M
COST
Costco Wholesale Corp

Consumer Defensive
413
New
$890.62 - $1076.86 $368K - $445K
413 $390K
PULS
Pgim ETF Tr

ETFs
7.06K
+ 18.29%
$49.56 - $49.78 $350K - $352K
45.7K $2.27M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.55K
+ 4.53%
$44.41 - $45.98 $246K - $255K
128K $5.84M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
6.42K
+ 23.76%
$81.1 - $94.7 $521K - $608K
33.4K $2.71M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.75K
+ 48.45%
$192.82 - $222.1 $338K - $389K
5.37K $1.04M
CSCO
Cisco Systems, Inc.

Technology
3.87K
+ 46.54%
$58.74 - $64.87 $227K - $251K
12.2K $751K
JNJ
Johnson & Johnson

Healthcare
872
+ 18.63%
$142.06 - $167.7 $124K - $146K
5.55K $920K
META
Meta Platforms, Inc.

Communication Services
460
+ 28.73%
$576.36 - $736.67 $265K - $339K
2.06K $1.19M
CVX
Chevron Corp

Energy
1.32K
New
$146.71 - $167.97 $194K - $222K
1.32K $220K
ABT
Abbott Laboratories

Healthcare
1.66K
New
$111.1 - $140.22 $185K - $233K
1.66K $220K
TD
Toronto Dominion Bank

Financial Services
3.67K
New
$53.12 - $61.15 $195K - $224K
3.67K $219K
EXC
Exelon Corp

Utilities
4.49K
New
$37.3 - $46.08 $167K - $207K
4.49K $206K
AMAT
Applied Materials Inc

Technology
1.62K
+ 95.19%
$145.06 - $195.51 $235K - $317K
3.33K $482K
WMT
Walmart Inc.

Consumer Defensive
2.09K
+ 19.1%
$84.5 - $105.05 $176K - $219K
13K $1.14M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.9K
+ 7.41%
$19.43 - $19.62 $115K - $116K
85.6K $1.68M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.02K
+ 5.77%
$19.42 - $19.54 $97.5K - $98.1K
92K $1.79M
GS
Goldman Sachs Group Inc

Financial Services
265
+ 13.94%
$524.81 - $672.19 $139K - $178K
2.17K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
161
+ 11.71%
$279.74 - $321.29 $45K - $51.7K
1.54K $479K
HMOP
Hartford Fds Exchange Traded T

ETFs
1.81K
+ 7.87%
$38.25 - $39.12 $69K - $70.6K
24.7K $951K
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 0.4%
$225.19 - $279.95 $8.33K - $10.4K
9.34K $2.29M
SYK
Stryker Corp

Healthcare
74
+ 3.05%
$355.18 - $399.9 $26.3K - $29.6K
2.5K $930K
FTNT
Fortinet, Inc.

Technology
469
+ 9.09%
$92.49 - $114.57 $43.4K - $53.7K
5.63K $542K
MU
Micron Technology Inc

Technology
480
+ 14.84%
$86.89 - $109.38 $41.7K - $52.5K
3.72K $322K
LLY
Eli Lilly & CO

Healthcare
5
+ 0.71%
$725.72 - $929.72 $3.63K - $4.65K
714 $589K
RS
Reliance Steel & Aluminum CO

Basic Materials
57
+ 5.74%
$266.61 - $302.66 $15.2K - $17.3K
1.05K $303K
QCOM
Qualcomm Inc

Technology
207
+ 3.31%
$151.94 - $175.86 $31.5K - $36.4K
6.45K $991K
IBM
International Business Machines Corp

Technology
2
+ 0.2%
$217.4 - $264.74 $435 - $529
1.01K $251K
PG
Procter & Gamble CO

Consumer Defensive
87
+ 2.14%
$158.56 - $176.26 $13.8K - $15.3K
4.14K $706K
SBUX
Starbucks Corp

Consumer Cyclical
69
+ 2.55%
$91.75 - $115.81 $6.33K - $7.99K
2.78K $272K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
248
+ 1.57%
$50.72 - $50.92 $12.6K - $12.6K
16.1K $818K
GROY
Gold Royalty Corp.

Basic Materials
10K
New
$1.2 - $1.56 $12K - $15.6K
10K $14K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1
+ 0.01%
$45.56 - $47.23 $45.6 - $47.2
8.18K $384K
Ishares Bitcoin Trust ETF
400
+ 3.81%
N/A
10.9K $0
Ssga Active Tr
27.5K
New
N/A
27.5K $0
Ssga Active Tr
27.7K
New
N/A
27.7K $0
Janus Detroit Str Tr
7.25K
+ 14.91%
N/A
55.9K $0
Proshares Tr
8.65K
+ 10.65%
N/A
89.8K $0
Blackrock ETF Trust Ii
14K
+ 21.46%
N/A
79.5K $0
Tidal ETF Tr
17.5K
New
N/A
17.5K $0
Ssga Active Tr
28.4K
New
N/A
28.4K $0
Reddit Inc
2.26K
+ 92.44%
N/A
4.71K $0
LMT
Lockheed Martin Corp

Industrials
106
+ 8.61%
$423.19 - $506.29 $44.9K - $53.7K
1.34K $597K
Activity Summary
Buys All Purchases 62 New Holdings 14 Increased Positions 48 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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