Masso Torrence Wealth Management Inc. Purchases in Q4 2024

Masso Torrence Wealth Management Inc.

  • $178 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
384
+ 7.2%
$213.65 - $479.86 $82K - $184K
5.72K $2.31M
SYK
Stryker Corp

Healthcare
2.43K
New
$345.14 - $392.15 $838K - $952K
2.43K $873K
USTB
Victory Portfolios Ii Victorys

ETFs
15K
+ 16.74%
$50.06 - $50.85 $752K - $764K
105K $5.26M
KCE
Spdr S&P Capital Markets ETF

ETFs
2.05K
+ 11.56%
$124.2 - $148.51 $254K - $304K
19.8K $2.72M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.33K
+ 181.12%
$198.04 - $221.51 $462K - $516K
3.62K $761K
MSTR
Microstrategy Inc

Technology
55
+ 1.83%
$162.69 - $473.83 $8.95K - $26.1K
3.06K $884K
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.18K
New
$46.07 - $48.17 $377K - $394K
8.18K $376K
PLTR
Palantir Technologies Inc.

Technology
4.68K
New
$36.46 - $82.38 $171K - $386K
4.68K $353K
NFLX
Netflix Inc

Communication Services
3
+ 0.16%
$687.65 - $936.56 $2.06K - $2.81K
1.85K $1.65M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6K
New
$50.02 - $51.24 $300K - $307K
6K $300K
PULS
Pgim ETF Tr

ETFs
5.85K
+ 17.83%
$49.51 - $49.79 $289K - $291K
38.6K $1.91M
HOOD
Robinhood Markets, Inc.

Technology
7.09K
New
$22.33 - $43.2 $158K - $306K
7.09K $264K
GME
Game Stop Corp.

Consumer Cyclical
8K
New
$20.5 - $32.99 $164K - $264K
8K $250K
CRM
Salesforce, Inc.

Technology
153
+ 4.74%
$270.87 - $367.87 $41.4K - $56.3K
3.38K $1.13M
BSCU
Invesco Exc Self Ind Tr

ETFs
15.3K
+ 32.2%
$16.32 - $16.99 $250K - $260K
62.8K $1.03M
NOW
Service Now, Inc.

Technology
199
New
$867.18 - $1148.42 $173K - $229K
199 $210K
MS
Morgan Stanley

Financial Services
1.6K
New
$104.42 - $134.99 $167K - $216K
1.6K $201K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.5K
+ 15.21%
$19.42 - $19.76 $204K - $208K
79.7K $1.55M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.99K
+ 23.74%
$22.71 - $23.47 $204K - $211K
46.8K $1.07M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.28K
+ 18.06%
$24.82 - $25.48 $206K - $211K
54.1K $1.35M
V
Visa Inc.

Financial Services
80
+ 2.21%
$273.87 - $320.91 $21.9K - $25.7K
3.7K $1.17M
RGTI
Rigetti Computing, Inc.

Technology
10K
New
$0.74 - $17.08 $7.4K - $171K
10K $153K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.16%
$486.1 - $608.57 $1.46K - $1.83K
1.9K $1.09M
WMT
Walmart Inc.

Consumer Defensive
515
+ 4.95%
$79.1 - $95.7 $40.7K - $49.3K
10.9K $987K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.03K
+ 10.16%
$19.38 - $19.58 $156K - $157K
87K $1.69M
META
Meta Platforms, Inc.

Communication Services
191
+ 13.55%
$554.08 - $632.68 $106K - $121K
1.6K $944K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.37K
+ 5.1%
$57.53 - $60.83 $366K - $387K
131K $7.55M
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
20K
+ 200.0%
$4.55 - $9.56 $91K - $191K
30K $156K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
4K
+ 19.02%
$24.45 - $24.62 $97.8K - $98.5K
25K $613K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.03K
+ 5.8%
$25.0 - $25.11 $101K - $101K
73.5K $1.84M
FTNT
Fortinet, Inc.

Technology
88
+ 1.73%
$76.49 - $99.21 $6.73K - $8.73K
5.16K $487K
XLI
Industrial Sector Spdr

ETFs
1.64K
+ 4.86%
$131.76 - $143.99 $216K - $236K
35.4K $4.66M
GOOGL
Alphabet Inc.

Communication Services
96
+ 3.11%
$161.86 - $196.66 $15.5K - $18.9K
3.19K $602K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.55K
+ 3.92%
$80.93 - $85.66 $287K - $304K
94.2K $7.62M
CSCO
Cisco Systems, Inc.

Technology
294
+ 3.67%
$52.45 - $60.02 $15.4K - $17.6K
8.31K $492K
PCTY
Paylocity Holding Corp

Technology
41
+ 2.69%
$162.14 - $213.79 $6.65K - $8.77K
1.57K $312K
BX
Blackstone Inc.

Financial Services
26
+ 0.9%
$148.45 - $199.05 $3.86K - $5.18K
2.92K $504K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.2K
+ 8.19%
$50.67 - $50.9 $60.8K - $61.1K
15.8K $803K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.03%
$129.87 - $162.87 $130 - $163
3.17K $468K
GSAT
Globalstar, Inc.

Communication Services
25K
New
$1.03 - $2.29 $25.8K - $57.3K
25K $51K
BB
Blackberry LTD

Technology
10K
New
$2.25 - $3.96 $22.5K - $39.6K
10K $37K
ACN
Accenture PLC

Technology
37
+ 2.56%
$343.9 - $376.86 $12.7K - $13.9K
1.48K $522K
MCD
Mcdonalds Corp

Consumer Cyclical
96
+ 7.51%
$288.47 - $316.54 $27.7K - $30.4K
1.38K $398K
IBM
International Business Machines Corp

Technology
42
+ 4.34%
$204.9 - $238.04 $8.61K - $10K
1.01K $222K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 3.14%
$442.29 - $483.08 $13.3K - $14.5K
985 $446K
MSFT
Microsoft Corp

Technology
262
+ 2.16%
$406.35 - $454.46 $106K - $119K
12.4K $5.23M
ORCL
Oracle Corp

Technology
49
+ 3.43%
$165.41 - $192.43 $8.11K - $9.43K
1.48K $245K
PG
Procter & Gamble CO

Consumer Defensive
135
+ 3.44%
$161.05 - $179.7 $21.7K - $24.3K
4.06K $679K
Proshares Tr
81.2K
New
N/A
81.2K $0
Activity Summary
Buys All Purchases 64 New Holdings 13 Increased Positions 51 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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