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 |
FIRST TRUST ADVISORS LP
| QQXT | Common | 66,435 | 41,510 | 5,603,128,000 | 3,547,960,000 | 4.04 | |
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 |
AMAZON COM INC
| AMZN | Common | 30,941 | 1,126 | 4,033,469,000 | 953,878,000 | 2.91 | |
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 |
FIDELITY FREEDOM 2020
| FBND | Common | 93,249 | 18,281 | 4,235,374,000 | 786,846,000 | 3.06 | |
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 |
INVESCO EXCHANGE TRADED FD T
| XMHQ | Common | 28,633 | 6,819 | 2,310,953,000 | 710,054,000 | 1.67 | |
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 |
Global X Funds
| BUG | Common | 80,974 | 14,307 | 1,964,429,000 | 401,088,000 | 1.42 | |
Hist
| 06/30/2023 |
Tesla, Inc.
| TSLA | COM | 5,946 | 241 | 1,556,484,000 | 372,925,000 | 1.12 | |
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 |
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 |
SPDR INDEX SHS FDS
| CWI | Common | 39,986 | 7,951 | 1,044,834,000 | 220,573,000 | 0.75 | |
Hist
| 06/30/2023 |
SHOPIFY INC.
| SHOP | Common | 11,265 | 440 | 727,719,000 | 208,768,000 | 0.53 | |
Hist
| 06/30/2023 |
Walt Disney Co
| DIS | Common | 5,843 | 2,060 | 521,663,000 | 142,871,000 | 0.38 | 0.00 |
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 |
ADOBE INC.
| ADBE | Common | 835 | 25 | 408,307,000 | 96,157,000 | 0.29 | 0.00 |
Hist
| 06/30/2023 |
MORGAN STANLEY
| MS | Common | 4,727 | 1,060 | 403,686,000 | 81,723,000 | 0.29 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| XSMO | Common | 14,068 | 773 | 682,058,000 | 66,324,000 | 0.49 | |
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 |
Invesco Exchange-Traded Self-Indexed Fund Trust
| | Common | 28,210 | 2,515 | 698,762,000 | 59,052,000 | 0.50 | |
Hist
| 06/30/2023 |
Invesco Exchange-Traded Self-Indexed Fund Trust
| | Common | 11,953 | 2,560 | 281,015,000 | 57,559,000 | 0.20 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSMP | Common | 22,111 | 2,495 | 538,403,000 | 57,026,000 | 0.39 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBDT | Common | 21,426 | 2,515 | 524,943,000 | 53,303,000 | 0.38 | |
Hist
| 06/30/2023 |
BOEING CO
| BA | Common | 2,039 | 250 | 430,555,000 | 50,518,000 | 0.31 | 0.00 |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 4,174 | 39 | 690,931,000 | 50,079,000 | 0.50 | |
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 |
VISA INC.
| V | CL A | 3,099 | 48 | 735,938,000 | 47,987,000 | 0.53 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSCR | Common | 37,850 | 2,997 | 720,120,000 | 47,283,000 | 0.52 | |
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 |
Salesforce, Inc.
| CRM | Common | 2,670 | 40 | 564,064,000 | 38,643,000 | 0.41 | |
Hist
| 06/30/2023 |
Walmart Inc.
| WMT | Common | 1,758 | 107 | 276,322,000 | 32,882,000 | 0.20 | 0.00 |
Hist
| 06/30/2023 |
FIRST TR EXCHNG TRADED FD VI
| BUFR | Common | 14,042 | 289 | 351,612,000 | 28,829,000 | 0.25 | |
Hist
| 06/30/2023 |
INVESCO EXCH TRD SLF IDX FD
| BSCQ | Common | 46,823 | 2,024 | 887,064,000 | 28,715,000 | 0.64 | |
Hist
| 06/30/2023 |
Accenture plc
| ACN | COM | 864 | 20 | 266,613,000 | 25,389,000 | 0.19 | 0.00 |
Hist
| 06/30/2023 |
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