Masso Torrence Wealth Management Inc. Reduced Holdings in Q2 2025

Masso Torrence Wealth Management Inc.

  • $200 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-14K
- 55.76%
$24.37 - $24.56 $340K - $343K
11.1K $271K
ABBV
Abb Vie Inc.

Healthcare
-16
- 0.17%
$170.16 - $206.27 $2.72K - $3.3K
9.2K $1.71M
ACN
Accenture PLC

Technology
-104
- 0.75%
$279.23 - $323.21 $29K - $33.6K
13.7K $4.1M
JNJ
Johnson & Johnson

Healthcare
-37
- 0.67%
$146.36 - $159.82 $5.42K - $5.91K
5.52K $842K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-30
- 3.09%
$483.48 - $539.8 $14.5K - $16.2K
941 $457K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.28K
- 2.62%
$25.04 - $25.18 $31.9K - $32.1K
47.4K $1.19M
SYK
Stryker Corp

Healthcare
-200
- 8.0%
$337.37 - $395.63 $67.5K - $79.1K
2.3K $910K
Victory Portfolios Ii
-4.95K
- 26.47%
N/A
13.7K $0
Ishares Bitcoin Trust ETF
-380
- 3.48%
N/A
10.5K $0
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-165
- 0.73%
$22.7 - $23.33 $3.75K - $3.85K
22.5K $524K
TD
Toronto Dominion Bank

Financial Services
-47
- 1.28%
$55.71 - $73.45 $2.62K - $3.45K
3.62K $266K
KKR
Kkr & Co. Inc.

Financial Services
-48
- 1.51%
$92.79 - $134.29 $4.45K - $6.45K
3.12K $415K
WMT
Walmart Inc.

Consumer Defensive
-783
- 6.02%
$81.79 - $99.98 $64K - $78.3K
12.2K $1.2M
MU
Micron Technology Inc

Technology
-105
- 2.83%
$64.72 - $127.91 $6.8K - $13.4K
3.61K $444K
CEG
Constellation Energy Corp

Utilities
-98
- 7.09%
$170.96 - $322.76 $16.8K - $31.6K
1.28K $414K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-970
- 3.46%
$53.5 - $71.62 $51.9K - $69.5K
27.1K $1.94M
SHOP
Shopify Inc.

Technology
-22
- 0.22%
$76.89 - $115.35 $1.69K - $2.54K
9.91K $1.14M
XLI
Industrial Sector Spdr

ETFs
-225
- 1.2%
$116.42 - $147.52 $26.2K - $33.2K
18.6K $2.74M
KCE
Spdr S&P Capital Markets ETF

ETFs
-1.18K
- 4.62%
$108.52 - $144.93 $128K - $171K
24.4K $3.53M
GOOG
Alphabet Inc.

Communication Services
-171
- 0.7%
$146.58 - $180.01 $25.1K - $30.8K
24.3K $4.31M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.07K
- 3.41%
$167.32 - $223.3 $179K - $239K
30.4K $6.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-468
- 2.93%
$416.06 - $551.64 $195K - $258K
15.5K $8.56M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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