Masso Torrence Wealth Management Inc. Reduced Holdings in Q3 2024

Masso Torrence Wealth Management Inc.

  • $177 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-40.2K
- 47.8%
$22.61 - $22.79 $909K - $916K
43.9K $997K
NVDA
Nvidia Corp

Technology
-3.51K
- 2.06%
$98.91 - $134.91 $348K - $474K
167K $20.3M
GOOG
Alphabet Inc.

Communication Services
-1.28K
- 5.05%
$149.54 - $192.66 $191K - $246K
24K $4.01M
MSFT
Microsoft Corp

Technology
-506
- 4.0%
$395.15 - $467.56 $200K - $237K
12.1K $5.22M
QCOM
Qualcomm Inc

Technology
-627
- 9.05%
$156.12 - $209.64 $97.9K - $131K
6.3K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
-472
- 1.53%
$161.02 - $200.0 $76K - $94.4K
30.4K $5.66M
AMGN
Amgen Inc

Healthcare
-986
- 22.3%
$309.38 - $337.38 $305K - $333K
3.44K $1.11M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-7.6K
- 17.5%
$22.94 - $23.16 $174K - $176K
35.8K $827K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-7.26K
- 9.46%
$24.78 - $25.11 $180K - $182K
69.5K $1.74M
BAC
Bank Of America Corp

Financial Services
-3.25K
- 33.61%
$36.65 - $44.13 $119K - $143K
6.42K $254K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-486
- 2.72%
$434.77 - $502.96 $211K - $244K
17.4K $8.48M
TDIV
First Trust Nasdaq Technology

ETFs
-1.02K
- 21.56%
$70.51 - $81.07 $71.6K - $82.3K
3.69K $296K
ADBE
Adobe Inc.

Technology
-50
- 7.82%
$508.13 - $586.55 $25.4K - $29.3K
589 $304K
PG
Procter & Gamble CO

Consumer Defensive
-440
- 10.09%
$160.76 - $177.82 $70.7K - $78.2K
3.92K $678K
VIG
Vanguard Dividend Appreciation

ETFs
-105
- 3.15%
$182.15 - $182.15 $19.1K - $19.1K
3.23K $587K
RS
Reliance Steel & Aluminum CO

Basic Materials
-83
- 7.46%
$271.23 - $308.75 $22.5K - $25.6K
1.03K $297K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-320
- 1.5%
$24.29 - $24.63 $7.77K - $7.88K
21K $515K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-100
- 0.98%
$50.25 - $50.74 $5.03K - $5.07K
10.1K $510K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-340
- 4.54%
$28.1 - $29.89 $9.55K - $10.2K
7.16K $213K
Blackrock ETF Trust Ii
-1.81K
- 2.81%
N/A
62.5K $0
CRM
Salesforce, Inc.

Technology
-173
- 5.09%
$238.42 - $276.53 $41.2K - $47.8K
3.23K $883K
VZ
Verizon Communications Inc

Communication Services
-283
- 2.86%
$38.89 - $45.0 $11K - $12.7K
9.6K $431K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-283
- 0.36%
$19.2 - $19.63 $5.43K - $5.56K
79K $1.54M
V
Visa Inc.

Financial Services
-69
- 1.87%
$253.74 - $291.56 $17.5K - $20.1K
3.62K $995K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-297
- 0.43%
$19.2 - $19.82 $5.7K - $5.89K
69.2K $1.36M
CSCO
Cisco Systems, Inc.

Technology
-295
- 3.55%
$44.74 - $53.22 $13.2K - $15.7K
8.02K $426K
BSCU
Invesco Exc Self Ind Tr

ETFs
-28
- 0.06%
$16.19 - $17.05 $453 - $477
47.5K $805K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-15
- 0.03%
$24.62 - $25.59 $369 - $384
45.8K $1.17M
NIO
Nio Inc.

Consumer Cyclical
-56
- 0.36%
$3.67 - $6.68 $206 - $374
15.4K $102K
MCD
Mcdonalds Corp

Consumer Cyclical
-73
- 5.4%
$245.82 - $304.51 $17.9K - $22.2K
1.28K $389K
JPM
Jpmorgan Chase & CO

Financial Services
-80
- 0.86%
$194.9 - $224.8 $15.6K - $18K
9.22K $1.94M
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 2.23%
$1591.44 - $2140.1 $6.37K - $8.56K
175 $358K
JNJ
Johnson & Johnson

Healthcare
-81
- 1.6%
$145.48 - $167.38 $11.8K - $13.6K
4.97K $805K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-113
- 0.32%
$27.15 - $30.78 $3.07K - $3.48K
35.3K $1.07M
GS
Goldman Sachs Group Inc

Financial Services
-8
- 0.42%
$459.02 - $510.25 $3.67K - $4.08K
1.9K $939K
META
Meta Platforms, Inc.

Communication Services
-15
- 1.05%
$453.41 - $572.44 $6.8K - $8.59K
1.41K $807K
SHOP
Shopify Inc.

Technology
-440
- 3.98%
$52.26 - $80.75 $23K - $35.5K
10.6K $851K
VGR
Vector Group LTD

Consumer Defensive
-2.04K
- 5.71%
$10.5 - $15.17 $21.4K - $30.9K
33.6K $500K
LMT
Lockheed Martin Corp

Industrials
-16
- 1.34%
$460.3 - $584.56 $7.36K - $9.35K
1.18K $686K
WMT
Walmart Inc.

Consumer Defensive
-34
- 0.33%
$66.91 - $81.4 $2.27K - $2.77K
10.4K $840K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-291
- 2.41%
$475.2 - $527.7 $138K - $154K
11.8K $6.21M
ABBV
Abb Vie Inc.

Healthcare
-120
- 1.21%
$163.84 - $199.33 $19.7K - $23.9K
9.8K $1.93M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-21
- 0.02%
$75.88 - $83.21 $1.59K - $1.75K
90.6K $7.54M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.1K
- 0.81%
$65.36 - $71.76 $71.7K - $78.7K
134K $9.58M
AAPL
Apple Inc.

Technology
-1.59K
- 2.51%
$207.23 - $234.82 $330K - $374K
62K $14.4M
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Masso Torrence Wealth Management Inc. Portfolio

Follow Masso Torrence Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email