News + Filings Holdings
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Masso Torrence Wealth Management Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Apple Inc.
| AAPL | Common | 73,388 | -1,070 | 14,235,006,000 | 1,956,886,000 | 10.27 | |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 18,495 | -789 | 7,823,671,000 | 2,467,209,000 | 5.64 | 0.00 |
Hist
| 06/30/2023 |
Schwab US Dividend Equity ETF
| SCHD | common | 93,184 | -1,333 | 6,767,040,000 | -147,830,000 | 4.88 | |
Hist
| 06/30/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 15,355 | 284 | 5,672,517,000 | 835,781,000 | 4.09 | |
Hist
| 06/30/2023 |
J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 102,179 | 3,373 | 5,653,539,000 | 258,732,000 | 4.08 | |
Hist
| 06/30/2023 |
FIRST TRUST ADVISORS LP
| QQXT | Common | 66,435 | 41,510 | 5,603,128,000 | 3,547,960,000 | 4.04 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 13,125 | -231 | 4,469,499,000 | 619,094,000 | 3.22 | 0.00 |
Hist
| 06/30/2023 |
WisdomTree Trust
| DGRW | Common | 65,570 | 7,011 | 4,370,918,000 | 720,350,000 | 3.15 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 10,436 | 2,505 | 4,250,506,000 | 1,267,773,000 | 3.07 | |
Hist
| 06/30/2023 |
FIDELITY FREEDOM 2020
| FBND | Common | 93,249 | 18,281 | 4,235,374,000 | 786,846,000 | 3.06 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE TRADED FUND
| FXH | Common | 37,575 | -208 | 4,069,748,000 | 6,942,000 | 2.94 | |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 30,941 | 1,126 | 4,033,469,000 | 953,878,000 | 2.91 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| XMVM | Common | 69,272 | -20,756 | 3,194,042,000 | -735,247,000 | 2.30 | |
Hist
| 06/30/2023 |
Victory Portfolios II
| USTB | Common | 62,556 | 3,029 | 3,057,738,000 | 137,961,000 | 2.21 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| JKH | Common | 50,129 | 7,279 | 3,054,885,000 | 588,439,000 | 2.20 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOG | COM | 22,631 | -160 | 2,737,672,000 | 367,408,000 | 1.98 | |
Hist
| 06/30/2023 |
Broadcom Ltd
| AVGO | COM | 2,830 | -108 | 2,454,917,000 | 570,000,000 | 1.77 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSJN | Common | 100,711 | -14,574 | 2,367,712,000 | -347,822,000 | 1.71 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRADED FD TR II
| RWJ | Common | 20,737 | -3,233 | 2,351,797,000 | -336,438,000 | 1.70 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| XMHQ | Common | 28,633 | 6,819 | 2,310,953,000 | 710,054,000 | 1.67 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSJO | Common | 99,882 | -2,105 | 2,245,338,000 | -44,689,000 | 1.62 | |
Hist
| 06/30/2023 |
Global X Funds
| BUG | Common | 80,974 | 14,307 | 1,964,429,000 | 401,088,000 | 1.42 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ICSH | Common | 38,700 | 5,220 | 1,946,627,000 | 264,249,000 | 1.40 | |
Hist
| 06/30/2023 |
AbbVie Inc.
| ABBV | COM | 13,647 | -558 | 1,838,607,000 | -425,279,000 | 1.33 | 0.00 |
Hist
| 06/30/2023 |
J P MORGAN EXCHANGE TRADED F
| JMST | Common | 34,593 | 912 | 1,752,135,000 | 41,477,000 | 1.26 | |
Hist
| 06/30/2023 |
JPS INDUSTRIES INC
| JPST | Common | 33,717 | -2,903 | 1,690,591,000 | -152,127,000 | 1.22 | |
Hist
| 06/30/2023 |
Tesla, Inc.
| TSLA | COM | 5,946 | 241 | 1,556,484,000 | 372,925,000 | 1.12 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSCO | Common | 63,600 | -3,130 | 1,308,245,000 | -65,726,000 | 0.94 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBDQ | Common | 53,446 | 2,784 | 1,303,019,000 | 60,280,000 | 0.94 | |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| JPM | Common | 8,778 | -58 | 1,276,689,000 | 125,315,000 | 0.92 | |
Hist
| 06/30/2023 |
SPDR INDEX SHS FDS
| CWI | Common | 39,986 | 7,951 | 1,044,834,000 | 220,573,000 | 0.75 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSJP | Common | 43,124 | -3,152 | 972,437,000 | -67,851,000 | 0.70 | |
Hist
| 06/30/2023 |
STRYKER CORP
| SYK | Common | 3,107 | 0 | 947,915,000 | 60,960,000 | 0.68 | |
Hist
| 06/30/2023 |
GOLDMAN SACHS GROUP INC
| GS | Common | 2,885 | 188 | 930,675,000 | 48,457,000 | 0.67 | |
Hist
| 06/30/2023 |
NETFLIX INC
| NFLX | Common | 2,077 | 0 | 914,898,000 | 197,336,000 | 0.66 | 0.00 |
Hist
| 06/30/2023 |
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