The Analysis of Masso Torrence Wealth Management Inc.'s Holdings
Currently, Masso Torrence Wealth Management Inc. holds 108 types of securities in its portfolio with a total value $240.3M. In the most recent quarter, they have increased their positions in GRNY (+103.8K shares, valued at $2.6M), GMUB (+44.9K shares, valued at $2.3M), CAT (+1.4K shares, valued at $656.1K); decreased their positions in CRVS (-33.0K shares, valued at $243.2K), CSCO (-3.3K shares, valued at $226.5K), MSFT (-424 shares, valued at $219.6K); initiated new positions in GMUB (+44.9K shares, valued at $2.3M), CAT (+1.4K shares, valued at $656.1K), GD (+1.7K shares, valued at $570.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION161.9K shares0.65%2025-09-302025-10-20
AAPL APPLE INC59.8K shares-0.34%2025-09-302025-10-20 XMHQ INVESCO EXCHANGE TRADED FD T135.4K shares0.97%2025-09-302025-10-20 DIVB ISHARES TR239.5K shares0.89%2025-09-302025-10-20 QQQ INVESCO QQQ TR15.4K shares-0.55%2025-09-302025-10-20 JEPI J P MORGAN EXCHANGE TRADED F154.4K shares1.78%2025-09-302025-10-20 AVGO BROADCOM INC26.1K shares1.37%2025-09-302025-10-20 DGRW WISDOMTREE TR93.5K shares0.01%2025-09-302025-10-20 USTB VICTORY PORTFOLIOS II139.6K shares6.21%2025-09-302025-10-20 MSFT MICROSOFT CORP13.6K shares-3.03%2025-09-302025-10-20 VOO VANGUARD INDEX FDS11.5K shares-0.56%2025-09-302025-10-20 AMZN AMAZON COM INC31.8K shares4.67%2025-09-302025-10-20 FBND FIDELITY MERRIMACK STR TR139.3K shares1.51%2025-09-302025-10-20 GOOG ALPHABET INC25.3K shares4.17%2025-09-302025-10-20 BINC BLACKROCK ETF TRUST II85.2K shares0.51%2025-09-302025-10-20 IQQQ PROSHARES TR99.7K shares2.94%2025-09-302025-10-20 KCE SPDR SERIES TRUST24.4K shares-0.02%2025-09-302025-10-20 ACN ACCENTURE PLC IRELAND13.9K shares1.07%2025-09-302025-10-20 GRNY TIDAL TRUST I135.7K shares325.78%2025-09-302025-10-20 JSI JANUS DETROIT STR TR64.1K shares4.32%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.10.0K shares2.57%2025-09-302025-10-20 TSLA TESLA INC7.0K shares7.92%2025-09-302025-10-20 XLI SELECT SECTOR SPDR TR18.0K shares-2.72%2025-09-302025-10-20 PULS PGIM ETF TR50.1K shares1.01%2025-09-302025-10-20 GMUB GOLDMAN SACHS ETF TR44.9K sharesnew addition2025-09-302025-10-20 NFLX NETFLIX INC1.9K shares-1.93%2025-09-302025-10-20 ABBV ABBVIE INC9.4K shares1.76%2025-09-302025-10-20 KBWB INVESCO EXCH TRADED FD TR II27.5K shares1.48%2025-09-302025-10-20 META META PLATFORMS INC2.7K shares18.65%2025-09-302025-10-20 BSCQ INVESCO EXCH TRD SLF IDX FD96.5K shares0.21%2025-09-302025-10-20 QQQM INVESCO EXCH TRADED FD TR II7.5K shares16.00%2025-09-302025-10-20 GS GOLDMAN SACHS GROUP INC2.3K shares4.16%2025-09-302025-10-20 BSCR INVESCO EXCH TRD SLF IDX FD90.6K shares0.37%2025-09-302025-10-20 SHOP SHOPIFY INC10.3K shares3.52%2025-09-302025-10-20 V VISA INC4.1K shares8.81%2025-09-302025-10-20 WMT WALMART INC12.2K shares-0.60%2025-09-302025-10-20 IBDQ ISHARES TR47.4K shares0.00%2025-09-302025-10-20 QCOM QUALCOMM INC6.5K shares0.45%2025-09-302025-10-20 CWI SPDR INDEX SHS FDS30.8K shares4.11%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON5.8K shares4.88%2025-09-302025-10-20 MSTR STRATEGY INC3.2K shares-3.02%2025-09-302025-10-20 HMOP HARTFORD FDS EXCHANGE TRADED26.5K shares0.57%2025-09-302025-10-20 PLTR PALANTIR TECHNOLOGIES INC5.5K shares7.77%2025-09-302025-10-20 CRM SALESFORCE INC3.9K shares2.99%2025-09-302025-10-20 JMST J P MORGAN EXCHANGE TRADED F17.8K shares3.63%2025-09-302025-10-20 GOOGL ALPHABET INC3.6K shares0.00%2025-09-302025-10-20 IBDT ISHARES TR32.0K shares0.00%2025-09-302025-10-20 MYCH SSGA ACTIVE TR32.4K shares0.84%2025-09-302025-10-20 MYCJ SSGA ACTIVE TR31.8K shares0.85%2025-09-302025-10-20 MYCI SSGA ACTIVE TR31.6K shares0.86%2025-09-302025-10-20 SYK STRYKER CORPORATION2.0K shares-13.43%2025-09-302025-10-20 IBIT ISHARES BITCOIN TRUST ETF10.7K shares1.33%2025-09-302025-10-20 CAT CATERPILLAR INC1.4K sharesnew addition2025-09-302025-10-20 VIG VANGUARD SPECIALIZED FUNDS3.0K shares-2.51%2025-09-302025-10-20 CSCO CISCO SYS INC8.9K shares-27.17%2025-09-302025-10-20 MU MICRON TECHNOLOGY INC3.6K shares0.00%2025-09-302025-10-20 BSJP INVESCO EXCH TRD SLF IDX FD26.0K shares0.00%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO3.8K shares-9.69%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW625 shares5.04%2025-09-302025-10-20 MCD MCDONALDS CORP1.9K shares8.28%2025-09-302025-10-20 LLY ELI LILLY & CO754 shares3.29%2025-09-302025-10-20 GD GENERAL DYNAMICS CORP1.7K sharesnew addition2025-09-302025-10-20 AMAT APPLIED MATLS INC2.7K shares-19.84%2025-09-302025-10-20 PEG PUBLIC SVC ENTERPRISE GRP IN6.5K shares5.60%2025-09-302025-10-20 MELI MERCADOLIBRE INC232 shares7.41%2025-09-302025-10-20 FTNT FORTINET INC6.3K shares8.98%2025-09-302025-10-20 IBDU ISHARES TR22.5K shares0.00%2025-09-302025-10-20 BSCU INVESCO EXCH TRD SLF IDX FD30.5K shares0.00%2025-09-302025-10-20 BX BLACKSTONE INC3.0K shares1.91%2025-09-302025-10-20 CRWD CROWDSTRIKE HLDGS INC980 shares2.30%2025-09-302025-10-20 JPST J P MORGAN EXCHANGE TRADED F9.3K shares0.00%2025-09-302025-10-20 ORCL ORACLE CORP1.6K shares7.97%2025-09-302025-10-20 CEG CONSTELLATION ENERGY CORP1.3K shares0.00%2025-09-302025-10-20 CRWV COREWEAVE INC3.0K sharesnew addition2025-09-302025-10-20 KKR KKR & CO INC3.1K shares0.00%2025-09-302025-10-20 SFLO VICTORY PORTFOLIOS II13.7K shares0.00%2025-09-302025-10-20 JCPB J P MORGAN EXCHANGE TRADED F8.2K shares0.02%2025-09-302025-10-20 QBTS D-WAVE QUANTUM INC15.2K shares51.50%2025-09-302025-10-20 VGT VANGUARD WORLD FD494 shares0.00%2025-09-302025-10-20 ABT ABBOTT LABS2.6K shares34.55%2025-09-302025-10-20 BAC BANK AMERICA CORP6.5K shares0.48%2025-09-302025-10-20 RS RELIANCE INC1.1K shares3.33%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS1.1K shares14.57%2025-09-302025-10-20 BSMQ INVESCO EXCH TRD SLF IDX FD13.0K shares0.00%2025-09-302025-10-20 JMUB J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL599 shares-36.34%2025-09-302025-10-20 TD TORONTO DOMINION BK ONT3.6K shares0.00%2025-09-302025-10-20 SBUX STARBUCKS CORP3.2K shares14.71%2025-09-302025-10-20 BSMP INVESCO EXCH TRD SLF IDX FD11.1K shares0.00%2025-09-302025-10-20 NET CLOUDFLARE INC1.3K shares6.35%2025-09-302025-10-20 CRCL CIRCLE INTERNET GROUP INC2.0K shares48.15%2025-09-302025-10-20 BPRN PRINCETON BANCORP INC8.2K shares0.00%2025-09-302025-10-20 MS MORGAN STANLEY1.6K shares0.00%2025-09-302025-10-20 BUFR FIRST TR EXCHNG TRADED FD VI7.5K shares2.38%2025-09-302025-10-20 TJX TJX COS INC NEW1.7K shares-37.09%2025-09-302025-10-20 ADP AUTOMATIC DATA PROCESSING IN825 sharesnew addition2025-09-302025-10-20 NOW SERVICENOW INC243 shares10.96%2025-09-302025-10-20 CVX CHEVRON CORP NEW1.4K sharesnew addition2025-09-302025-10-20 UNH UNITEDHEALTH GROUP INC627 sharesnew addition2025-09-302025-10-20 TDIV FIRST TR EXCHANGE TRADED FD2.1K sharesnew addition2025-09-302025-10-20 JEPQ J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2025-09-302025-10-20 IVV ISHARES TR309 sharesnew addition2025-09-302025-10-20 EXC EXELON CORP4.5K sharesnew addition2025-09-302025-10-20 QS QUANTUMSCAPE CORP15.4K sharesnew addition2025-09-302025-10-20 BDJ BLACKROCK ENHANCED EQUITY DI20.4K shares0.00%2025-09-302025-10-20 CRVS CORVUS PHARMACEUTICALS INC17.0K shares-66.00%2025-09-302025-10-20 NIO NIO INC13.3K shares0.00%2025-09-302025-10-20 LAC LITHIUM AMERS CORP NEW10.0K sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available