Asset Manager
← All Institutions
Masso Torrence Wealth Management Inc.
Market Value
$0
-100.0%
Holdings
106
-5
New Purchases
0
Added To
0
Closed
106
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 36 | $0 | 0% |
| Large Cap | 39 | $0 | 0% |
| Mid Cap | 15 | $0 | 0% |
| Small Cap | 11 | $0 | 0% |
| Micro Cap | 5 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$453.5B
Median Market Cap
$87.3B
Avg P/E
41.4
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.01
# Stocks
61
# ETFs / Funds
45
Top Holdings (106 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BX | —% | — | — | — | -$511K | -2,992 | -100.0% | SOLD |
| 2 | ACN | —% | — | — | — | -$3M | -13,881 | -100.0% | SOLD |
| 3 | CVX | —% | — | — | — | -$219K | -1,411 | -100.0% | SOLD |
| 4 | NOW | —% | — | — | — | -$224K | -243 | -100.0% | SOLD |
| 5 | MS | —% | — | — | — | -$254K | -1,601 | -100.0% | SOLD |
| 6 | GS | —% | — | — | — | -$2M | -2,306 | -100.0% | SOLD |
| 7 | ABBV | —% | — | — | — | -$2M | -9,360 | -100.0% | SOLD |
| 8 | CRM | —% | — | — | — | -$916K | -3,863 | -100.0% | SOLD |
| 9 | NIO | —% | — | — | — | -$102K | -13,343 | -100.0% | SOLD |
| 10 | IBM | —% | — | — | — | -$319K | -1,132 | -100.0% | SOLD |
| 11 | TJX | —% | — | — | — | -$245K | -1,696 | -100.0% | SOLD |
| 12 | SYK | —% | — | — | — | -$737K | -1,992 | -100.0% | SOLD |
| 13 | GD | —% | — | — | — | -$571K | -1,674 | -100.0% | SOLD |
| 14 | AAPL | —% | — | — | — | -$15M | -59,772 | -100.0% | SOLD |
| 15 | CRCL | —% | — | — | — | -$265K | -2,000 | -100.0% | SOLD |
| 16 | JPM | —% | — | — | — | -$3M | -10,007 | -100.0% | SOLD |
| 17 | BAC | —% | — | — | — | -$333K | -6,451 | -100.0% | SOLD |
| 18 | PEG | —% | — | — | — | -$546K | -6,538 | -100.0% | SOLD |
| 19 | PG | —% | — | — | — | -$579K | -3,766 | -100.0% | SOLD |
| 20 | V | —% | — | — | — | -$1M | -4,090 | -100.0% | SOLD |
| 21 | BDJ | —% | — | — | — | -$186K | -20,413 | -100.0% | SOLD |
| 22 | LLY | —% | — | — | — | -$575K | -754 | -100.0% | SOLD |
| 23 | KKR | —% | — | — | — | -$406K | -3,124 | -100.0% | SOLD |
| 24 | MCD | —% | — | — | — | -$576K | -1,897 | -100.0% | SOLD |
| 25 | JNJ | —% | — | — | — | -$1M | -5,784 | -100.0% | SOLD |
| 26 | DGRW | —% | — | — | — | -$8M | -93,483 | -100.0% | SOLD |
| 27 | UNH | —% | — | — | — | -$217K | -627 | -100.0% | SOLD |
| 28 | TD | —% | — | — | — | -$290K | -3,623 | -100.0% | SOLD |
| 29 | RS | —% | — | — | — | -$322K | -1,148 | -100.0% | SOLD |
| 30 | COST | —% | — | — | — | -$579K | -625 | -100.0% | SOLD |
| 31 | CSCO | —% | — | — | — | -$607K | -8,873 | -100.0% | SOLD |
| 32 | CRWV | —% | — | — | — | -$417K | -3,050 | -100.0% | SOLD |
| 33 | JEPQ | —% | — | — | — | -$207K | -3,602 | -100.0% | SOLD |
| 34 | KBWB | —% | — | — | — | -$2M | -27,504 | -100.0% | SOLD |
| 35 | MSTR | —% | — | — | — | -$1M | -3,210 | -100.0% | SOLD |
| 36 | ADP | —% | — | — | — | -$242K | -825 | -100.0% | SOLD |
| 37 | AMZN | —% | — | — | — | -$7M | -31,798 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$352K | -2,625 | -100.0% | SOLD |
| 39 | CAT | —% | — | — | — | -$656K | -1,375 | -100.0% | SOLD |
| 40 | EXC | —% | — | — | — | -$202K | -4,487 | -100.0% | SOLD |
| 41 | BUFR | —% | — | — | — | -$251K | -7,522 | -100.0% | SOLD |
| 42 | CRVS | —% | — | — | — | -$125K | -17,000 | -100.0% | SOLD |
| 43 | CRWD | —% | — | — | — | -$481K | -980 | -100.0% | SOLD |
| 44 | META | —% | — | — | — | -$2M | -2,666 | -100.0% | SOLD |
| 45 | AMAT | —% | — | — | — | -$549K | -2,683 | -100.0% | SOLD |
| 46 | FTNT | —% | — | — | — | -$532K | -6,332 | -100.0% | SOLD |
| 47 | MELI | —% | — | — | — | -$542K | -232 | -100.0% | SOLD |
| 48 | BINC | —% | — | — | — | -$5M | -85,163 | -100.0% | SOLD |
| 49 | MU | —% | — | — | — | -$604K | -3,610 | -100.0% | SOLD |
| 50 | FBND | —% | — | — | — | -$6M | -139,292 | -100.0% | SOLD |
| 51 | BSCQ | —% | — | — | — | -$2M | -96,524 | -100.0% | SOLD |
| 52 | MYCH | —% | — | — | — | -$813K | -32,361 | -100.0% | SOLD |
| 53 | GRNY | —% | — | — | — | -$3M | -135,683 | -100.0% | SOLD |
| 54 | NET | —% | — | — | — | -$270K | -1,256 | -100.0% | SOLD |
| 55 | IVV | —% | — | — | — | -$207K | -309 | -100.0% | SOLD |
| 56 | IQQQ | —% | — | — | — | -$4M | -99,671 | -100.0% | SOLD |
| 57 | QS | —% | — | — | — | -$190K | -15,400 | -100.0% | SOLD |
| 58 | SHOP | —% | — | — | — | -$2M | -10,262 | -100.0% | SOLD |
| 59 | SFLO | —% | — | — | — | -$400K | -13,748 | -100.0% | SOLD |
| 60 | QQQM | —% | — | — | — | -$2M | -7,483 | -100.0% | SOLD |
| 61 | VGT | —% | — | — | — | -$369K | -494 | -100.0% | SOLD |
| 62 | CEG | —% | — | — | — | -$423K | -1,284 | -100.0% | SOLD |
| 63 | WMT | —% | — | — | — | -$1M | -12,160 | -100.0% | SOLD |
| 64 | USTB | —% | — | — | — | -$7M | -139,571 | -100.0% | SOLD |
| 65 | MYCJ | —% | — | — | — | -$796K | -31,755 | -100.0% | SOLD |
| 66 | IBIT | —% | — | — | — | -$693K | -10,665 | -100.0% | SOLD |
| 67 | KCE | —% | — | — | — | -$4M | -24,438 | -100.0% | SOLD |
| 68 | JPST | —% | — | — | — | -$473K | -9,318 | -100.0% | SOLD |
| 69 | JMUB | —% | — | — | — | -$303K | -6,000 | -100.0% | SOLD |
| 70 | IBDU | —% | — | — | — | -$528K | -22,485 | -100.0% | SOLD |
| 71 | SBUX | —% | — | — | — | -$272K | -3,213 | -100.0% | SOLD |
| 72 | QCOM | —% | — | — | — | -$1M | -6,504 | -100.0% | SOLD |
| 73 | VIG | —% | — | — | — | -$637K | -2,950 | -100.0% | SOLD |
| 74 | TDIV | —% | — | — | — | -$209K | -2,120 | -100.0% | SOLD |
| 75 | CWI | —% | — | — | — | -$1M | -30,786 | -100.0% | SOLD |
| 76 | XMHQ | —% | — | — | — | -$14M | -135,415 | -100.0% | SOLD |
| 77 | AVGO | —% | — | — | — | -$9M | -26,066 | -100.0% | SOLD |
| 78 | GOOGL | —% | — | — | — | -$871K | -3,581 | -100.0% | SOLD |
| 79 | GOOG | —% | — | — | — | -$6M | -25,288 | -100.0% | SOLD |
| 80 | IBDT | —% | — | — | — | -$817K | -31,995 | -100.0% | SOLD |
| 81 | JSI | —% | — | — | — | -$3M | -64,068 | -100.0% | SOLD |
| 82 | JMST | —% | — | — | — | -$909K | -17,819 | -100.0% | SOLD |
| 83 | GMUB | —% | — | — | — | -$2M | -44,875 | -100.0% | SOLD |
| 84 | MSFT | —% | — | — | — | -$7M | -13,573 | -100.0% | SOLD |
| 85 | QQQ | —% | — | — | — | -$9M | -15,438 | -100.0% | SOLD |
| 86 | NVDA | —% | — | — | — | -$30M | -161,860 | -100.0% | SOLD |
| 87 | TSLA | —% | — | — | — | -$3M | -7,019 | -100.0% | SOLD |
| 88 | DIVB | —% | — | — | — | -$13M | -239,475 | -100.0% | SOLD |
| 89 | BSCR | —% | — | — | — | -$2M | -90,638 | -100.0% | SOLD |
| 90 | BSCU | —% | — | — | — | -$516K | -30,508 | -100.0% | SOLD |
| 91 | BSMQ | —% | — | — | — | -$306K | -12,953 | -100.0% | SOLD |
| 92 | MYCI | —% | — | — | — | -$792K | -31,562 | -100.0% | SOLD |
| 93 | HMOP | —% | — | — | — | -$1M | -26,540 | -100.0% | SOLD |
| 94 | JEPI | —% | — | — | — | -$9M | -154,386 | -100.0% | SOLD |
| 95 | PULS | —% | — | — | — | -$2M | -50,143 | -100.0% | SOLD |
| 96 | PLTR | —% | — | — | — | -$1M | -5,491 | -100.0% | SOLD |
| 97 | NFLX | —% | — | — | — | -$2M | -1,876 | -100.0% | SOLD |
| 98 | BRK-B | —% | — | — | — | -$301K | -599 | -100.0% | SOLD |
| 99 | VOO | —% | — | — | — | -$7M | -11,457 | -100.0% | SOLD |
| 100 | XLI | —% | — | — | — | -$3M | -18,046 | -100.0% | SOLD |