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  Name: Masso Torrence Wealth Management Inc.
  City: MARLTON
  State: NJ
  Zip: 08053
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $168,559,000
  Total Value Change : $22,084,000
  Securities Held Change : 3
   
All Securities Held : 93
  New Positions : 10
  Closed Positions : 7
  Increased Positions : 42
  Unchanged Positions : 14
  Decreased Positions : 27

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SYK)1 Year Chart         SYK Stryker Corp 34 - $340.52 $1,113,000 3,110 0.66% 182,000 0 0.001    Medical Instruments &...
   (SHOP)1 Year Chart         SHOP Shopify Inc 41 - $58.54 $872,000 11,299 0.52% -8,000 0 0.001    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 42 - $101.70 $837,000 6,838 0.5% 220,000 0 0    Entertainment - Diver...
   (BSMO)1 Year Chart         BSMO Invesco Bulletshares 2024 M... 48 - $24.74 $631,000 25,477 0.37% -4,000 0 0.283    N/A
   (BSMP)1 Year Chart         BSMP Invesco Bulletshares 2025 M... 52 - $0.00 $530,000 21,781 0.31% -4,000 0 0.242    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 68 - $315.92 $336,000 1,048 0.2% 68,000 0 0.001    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 71 - $408.61 $332,000 789 0.2% 51,000 0 0    Property & Casualty I...
   (BSMQ)1 Year Chart         BSMQ Invesco Bulletshares 2026 M... 75 - $0.00 $292,000 12,378 0.17% -2,000 0 0.138    N/A
   (TJX)1 Year Chart         TJX TJX Companies Inc 78 - $103.37 $273,000 2,696 0.16% 20,000 0 0    Discount, Variety Stores
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 82 - $535.08 $259,000 494 0.15% 20,000 0 0    Closed - End Fund - E...
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 87 - $2.74 $119,000 30,669 0.07% -49,000 0 0.001    Broadcasting - Radio
   (CRVS)1 Year Chart         CRVS Corvus Pharmaceuticals, Inc. 89 - $2.11 $18,000 10,000 0.01% 0 0 0.036    N/A
   (AMRN)1 Year Chart         AMRN Amarin Corp Plc 90 - $0.84 $9,000 10,000 0.01% 0 0 0.003    Drug Manufacturers - ...
   (LODE)1 Year Chart         LODE Comstock Mining Inc 91 - $0.06 $4,000 11,750 0% -2,000 0 0.028    Gold

      14 Records Found
  1    
Page 1 of 1
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