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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Masso Torrence Wealth Management

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Masso Torrence Wealth Management from 13F filings

Historical chart of Masso Torrence Wealth Management investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Masso Torrence Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Masso Torrence Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 129k 67.39
2023-12-31 $7.4M 120k 61.94

More positions owned by Masso Torrence Wealth Management

NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)

View all positions for Masso Torrence Wealth Management

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg