Masso Torrence Wealth Management Inc. Reduced Holdings in Q1 2025

Masso Torrence Wealth Management Inc.

  • $173 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-46
- 0.03%
$106.98 - $149.43 $4.92K - $6.87K
159K $17.2M
XLI
Industrial Sector Spdr

ETFs
-16.6K
- 46.94%
$128.78 - $141.67 $2.14M - $2.35M
18.8K $2.46M
AAPL
Apple Inc.

Technology
-992
- 1.65%
$209.68 - $247.1 $208K - $245K
59.2K $13.1M
AVGO
Broadcom Inc.

Technology
-709
- 2.91%
$167.43 - $244.7 $119K - $173K
23.6K $3.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-991
- 5.84%
$468.34 - $539.52 $464K - $535K
16K $7.5M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-24.9K
- 33.86%
$25.05 - $25.16 $624K - $626K
48.6K $1.22M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-24.2K
- 51.64%
$22.61 - $23.14 $547K - $560K
22.7K $523K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-22.1K
- 40.89%
$24.79 - $25.26 $549K - $559K
32K $808K
BSCU
Invesco Exc Self Ind Tr

ETFs
-32.3K
- 51.42%
$16.2 - $16.64 $523K - $537K
30.5K $506K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.09K
- 5.41%
$78.0 - $84.37 $397K - $429K
89.1K $7.11M
SHOP
Shopify Inc.

Technology
-500
- 4.79%
$90.59 - $129.31 $45.3K - $64.7K
9.94K $948K
PLTR
Palantir Technologies Inc.

Technology
-2.1K
- 44.87%
$64.98 - $124.62 $136K - $262K
2.58K $217K
GOOGL
Alphabet Inc.

Communication Services
-44
- 1.38%
$154.33 - $206.19 $6.79K - $9.07K
3.14K $485K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-5.17K
- 15.77%
$27.47 - $30.62 $142K - $158K
27.6K $816K
ORCL
Oracle Corp

Technology
-35
- 2.37%
$139.81 - $186.47 $4.89K - $6.53K
1.44K $201K
PCTY
Paylocity Holding Corp

Technology
-15
- 0.96%
$183.21 - $217.86 $2.75K - $3.27K
1.55K $290K
NIO
Nio Inc.

Consumer Cyclical
-2.06K
- 13.35%
$3.75 - $5.22 $7.71K - $10.7K
13.3K $50K
Victory Portfolios Ii
-52.5K
- 73.76%
N/A
18.7K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-21
- 0.77%
$112.81 - $126.16 $2.37K - $2.65K
2.7K $328K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14
- 1.42%
$442.66 - $534.52 $6.2K - $7.48K
971 $517K
V
Visa Inc.

Financial Services
-54
- 1.46%
$306.92 - $362.71 $16.6K - $19.6K
3.65K $1.28M
ABBV
Abb Vie Inc.

Healthcare
-21
- 0.23%
$169.2 - $216.66 $3.55K - $4.55K
9.21K $1.93M
Activity Summary
Buys All Purchases 62 New Holdings 14 Increased Positions 48 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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