Masso Torrence Wealth Management Inc. Reduced Holdings in Q4 2024

Masso Torrence Wealth Management Inc.

  • $178 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-57.4K
- 93.63%
$53.94 - $58.15 $3.09M - $3.34M
3.91K $220K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.2K
- 10.22%
$521.84 - $558.82 $628K - $672K
10.6K $5.7M
ABBV
Abb Vie Inc.

Healthcare
-561
- 5.73%
$164.99 - $203.87 $92.6K - $114K
9.24K $1.64M
PFE
Pfizer Inc

Healthcare
-6.06K
- 41.38%
$24.8 - $30.19 $150K - $183K
8.58K $227K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-2.53K
- 7.17%
$27.88 - $30.51 $70.5K - $77.2K
32.8K $915K
JNJ
Johnson & Johnson

Healthcare
-292
- 5.87%
$143.34 - $165.86 $41.9K - $48.4K
4.68K $676K
QCOM
Qualcomm Inc

Technology
-55
- 0.87%
$150.4 - $178.04 $8.27K - $9.79K
6.25K $959K
AMAT
Applied Materials Inc

Technology
-5
- 0.29%
$161.44 - $213.89 $807 - $1.07K
1.71K $277K
MU
Micron Technology Inc

Technology
-25
- 0.77%
$84.16 - $113.41 $2.1K - $2.84K
3.24K $272K
HMOP
Hartford Fds Exchange Traded T

ETFs
-1.05K
- 4.38%
$38.56 - $39.45 $40.5K - $41.4K
22.9K $886K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-750
- 7.45%
$50.37 - $50.6 $37.8K - $38K
9.32K $469K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.72K
- 4.8%
$23.02 - $23.23 $39.6K - $40K
34.1K $786K
VIG
Vanguard Dividend Appreciation

ETFs
-199
- 6.17%
N/A
3.03K $551K
RS
Reliance Steel & Aluminum CO

Basic Materials
-37
- 3.59%
$264.2 - $326.32 $9.78K - $12.1K
993 $267K
TDIV
First Trust Nasdaq Technology

ETFs
-138
- 3.74%
$78.03 - $82.13 $10.8K - $11.3K
3.56K $278K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-250
- 3.49%
$29.73 - $30.81 $7.43K - $7.7K
6.91K $210K
Princeton Bancorp Inc
-6
- 0.07%
N/A
8.16K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-30
- 2.16%
$275.15 - $388.2 $8.25K - $11.6K
1.36K $464K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-396
- 2.28%
$481.22 - $538.17 $191K - $213K
17K $8.68M
SHOP
Shopify Inc.

Technology
-190
- 1.79%
$78.14 - $119.49 $14.8K - $22.7K
10.4K $1.11M
GOOG
Alphabet Inc.

Communication Services
-762
- 3.18%
$163.08 - $198.16 $124K - $151K
23.2K $4.42M
AAPL
Apple Inc.

Technology
-1.8K
- 2.9%
$221.69 - $259.02 $398K - $465K
60.2K $15.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-342
- 1.13%
$180.88 - $232.93 $61.9K - $79.7K
30K $6.59M
NVDA
Nvidia Corp

Technology
-8.05K
- 4.82%
$117.0 - $148.88 $942K - $1.2M
159K $21.4M
AVGO
Broadcom Inc.

Technology
-1.83K
- 7.0%
$159.67 - $250.0 $293K - $459K
24.4K $5.65M
Activity Summary
Buys All Purchases 64 New Holdings 13 Increased Positions 51 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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