Masso Torrence Wealth Management Inc. Incresed Positions 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
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
NFLX
Netflix Inc

Communication Services
3
+ 0.16%
$687.65 - $936.56 $2.06K - $2.81K
1.85K $1.65M
JPM
Jpmorgan Chase & CO

Financial Services
83
+ 0.9%
$205.18 - $250.29 $17K - $20.8K
9.3K $2.23M
PULS
Pgim ETF Tr

ETFs
5.85K
+ 17.83%
$49.51 - $49.79 $289K - $291K
38.6K $1.91M
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
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
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
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.03K
+ 5.8%
$25.0 - $25.11 $101K - $101K
73.5K $1.84M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
4K
+ 19.02%
$24.45 - $24.62 $97.8K - $98.5K
25K $613K
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
BX
Blackstone Inc.

Financial Services
26
+ 0.9%
$148.45 - $199.05 $3.86K - $5.18K
2.92K $504K
PCTY
Paylocity Holding Corp

Technology
41
+ 2.69%
$162.14 - $213.79 $6.65K - $8.77K
1.57K $312K
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
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
Janus Detroit Str Tr
4.88K
+ 11.15%
N/A
48.6K $0
Ishares Bitcoin Trust ETF
506
+ 5.06%
N/A
10.5K $0
Blackrock ETF Trust Ii
2.92K
+ 4.67%
N/A
65.5K $0
Victory Portfolios Ii
3.42K
+ 5.05%
N/A
71.2K $0
SBUX
Starbucks Corp

Consumer Cyclical
84
+ 3.2%
$87.44 - $102.5 $7.34K - $8.61K
2.71K $246K
PEG
Public Service Enterprise Group Inc

Utilities
68
+ 1.16%
$81.87 - $94.51 $5.57K - $6.43K
5.92K $500K
VZ
Verizon Communications Inc

Communication Services
480
+ 5.0%
$39.6 - $45.21 $19K - $21.7K
10.1K $403K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.25K
+ 3.59%
$44.87 - $46.86 $191K - $199K
122K $5.5M
LLY
Eli Lilly & CO

Healthcare
6
+ 0.85%
$727.2 - $932.06 $4.36K - $5.59K
709 $547K
LMT
Lockheed Martin Corp

Industrials
56
+ 4.77%
$479.66 - $614.62 $26.9K - $34.4K
1.23K $598K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 3.1%
$98.47 - $109.35 $363K - $403K
122K $12.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
796
+ 3.04%
$89.81 - $104.0 $71.5K - $82.8K
27K $2.43M
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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