Masso Torrence Wealth Management

Masso Torrence Wealth Management as of March 31, 2025

Portfolio Holdings for Masso Torrence Wealth Management

Masso Torrence Wealth Management holds 99 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 9.2 $17M 159k 108.38
Apple (AAPL) 7.0 $13M 59k 222.13
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 6.3 $12M 129k 91.53
Ishares Tr Core Divid Etf (DIVB) 5.8 $11M 225k 48.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.4 $8.2M 143k 57.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $7.5M 16k 468.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 3.8 $7.1M 89k 79.86
Victory Portfolios Ii Short Trm Bd Etf (USTB) 3.3 $6.2M 122k 50.65
Amazon (AMZN) 3.2 $6.0M 32k 190.26
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.1 $5.8M 128k 45.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $5.6M 11k 513.91
Microsoft Corporation (MSFT) 2.6 $4.9M 13k 375.39
Accenture Plc Ireland Shs Class A (ACN) 2.3 $4.3M 14k 312.04
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.2 $4.2M 80k 52.38
Broadcom (AVGO) 2.1 $4.0M 24k 167.43
Alphabet Cap Stk Cl C (GOOG) 2.0 $3.8M 24k 156.23
Proshares Tr Nasdaq 100 High (IQQQ) 1.9 $3.5M 90k 38.85
Spdr Ser Tr S&p Cap Mkts (KCE) 1.7 $3.2M 26k 126.17
Janus Detroit Str Tr Henderson Securi (JSI) 1.6 $2.9M 56k 52.35
Spdr Ser Tr S&p Biotech (XBI) 1.4 $2.7M 33k 81.10
Select Sector Spdr Tr Indl (XLI) 1.3 $2.5M 19k 131.07
JPMorgan Chase & Co. (JPM) 1.2 $2.3M 9.3k 245.31
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.2 $2.3M 46k 49.73
Abbvie (ABBV) 1.0 $1.9M 9.2k 209.52
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.0 $1.8M 92k 19.48
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.9 $1.8M 28k 62.77
Netflix (NFLX) 0.9 $1.7M 1.8k 932.53
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.9 $1.7M 86k 19.59
Tesla Motors (TSLA) 0.8 $1.5M 5.9k 259.16
Visa Com Cl A (V) 0.7 $1.3M 3.6k 350.47
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.7 $1.2M 49k 25.15
Meta Platforms Cl A (META) 0.6 $1.2M 2.1k 576.29
Goldman Sachs (GS) 0.6 $1.2M 2.2k 546.35
Wal-Mart Stores (WMT) 0.6 $1.1M 13k 87.79
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $1.0M 5.4k 193.03
Qualcomm (QCOM) 0.5 $991k 6.5k 153.60
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.5 $951k 25k 38.45
Shopify Cl A (SHOP) 0.5 $949k 9.9k 95.48
salesforce (CRM) 0.5 $940k 3.5k 268.36
Stryker Corporation (SYK) 0.5 $931k 2.5k 372.27
Johnson & Johnson (JNJ) 0.5 $921k 5.6k 165.84
Microstrategy Cl A New (MSTR) 0.5 $881k 3.1k 288.27
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $818k 16k 50.85
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.4 $817k 28k 29.58
Ishares Tr Ibds Dec28 Etf (IBDT) 0.4 $808k 32k 25.26
Parsons Corporation (PSN) 0.4 $793k 13k 59.21
Cisco Systems (CSCO) 0.4 $752k 12k 61.71
Procter & Gamble Company (PG) 0.4 $706k 4.1k 170.42
Ssga Active Tr Spdr Ssga My2028 (MYCH) 0.4 $706k 28k 24.87
Ssga Active Tr Spdr Ssga My2030 (MYCJ) 0.4 $683k 28k 24.62
Ssga Active Tr Spdr Ssga My2029 (MYCI) 0.4 $681k 28k 24.73
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.3 $613k 25k 24.48
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.3 $600k 26k 23.05
Lockheed Martin Corporation (LMT) 0.3 $597k 1.3k 446.71
Eli Lilly & Co. (LLY) 0.3 $590k 714.00 826.16
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $587k 3.0k 193.99
Fortinet (FTNT) 0.3 $542k 5.6k 96.26
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $524k 23k 23.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $517k 971.00 532.58
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $511k 11k 46.81
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.3 $506k 31k 16.59
Public Service Enterprise (PEG) 0.3 $495k 6.0k 82.30
Reddit Cl A (RDDT) 0.3 $494k 4.7k 104.90
Alphabet Cap Stk Cl A (GOOGL) 0.3 $486k 3.1k 154.63
Applied Materials (AMAT) 0.3 $483k 3.3k 145.12
McDonald's Corporation (MCD) 0.3 $480k 1.5k 312.37
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $472k 9.3k 50.63
Victory Portfolios Ii Victoryshares Sm (SFLO) 0.2 $459k 19k 24.53
Blackstone Group Inc Com Cl A (BX) 0.2 $410k 2.9k 139.77
Costco Wholesale Corporation (COST) 0.2 $391k 413.00 945.78
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $385k 8.2k 47.04
Kkr & Co (KKR) 0.2 $367k 3.2k 115.61
MercadoLibre (MELI) 0.2 $341k 175.00 1950.87
TJX Companies (TJX) 0.2 $328k 2.7k 121.80
Micron Technology (MU) 0.2 $323k 3.7k 86.89
Tidal Etf Tr Fundstrat Granny (GRNY) 0.2 $319k 18k 18.18
Reliance Steel & Aluminum (RS) 0.2 $303k 1.1k 288.75
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $300k 6.0k 50.00
Paylocity Holding Corporation (PCTY) 0.2 $290k 1.6k 187.34
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $282k 12k 23.61
Constellation Energy (CEG) 0.1 $279k 1.4k 201.63
Starbucks Corporation (SBUX) 0.1 $272k 2.8k 98.09
Vanguard World Inf Tech Etf (VGT) 0.1 $268k 494.00 542.38
Bank of America Corporation (BAC) 0.1 $268k 6.4k 41.73
International Business Machines (IBM) 0.1 $252k 1.0k 248.78
Princeton Bancorp (BPRN) 0.1 $249k 8.2k 30.55
Chevron Corporation (CVX) 0.1 $221k 1.3k 167.29
Abbott Laboratories (ABT) 0.1 $220k 1.7k 132.65
Toronto Dominion Bk Ont Com New (TD) 0.1 $220k 3.7k 59.94
Palantir Technologies Cl A (PLTR) 0.1 $218k 2.6k 84.40
Exelon Corporation (EXC) 0.1 $207k 4.5k 46.08
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $205k 6.9k 29.69
Oracle Corporation (ORCL) 0.1 $202k 1.4k 139.81
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $176k 20k 8.60
Corvus Pharmaceuticals (CRVS) 0.1 $111k 35k 3.18
Lithium Amers Corp Com Shs (LAC) 0.0 $52k 19k 2.71
Nio Spon Ads (NIO) 0.0 $51k 13k 3.81
Gold Royalty Corp Common Shares (GROY) 0.0 $14k 10k 1.44
Amarin Corp Spons Adr New 0.0 $4.5k 10k 0.45