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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New 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
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 18 New $92.61 $2,393,000 25,223 1.42% 2,393,000 25,223 0.005    Closed - End Fund - E...
   (JSI)1 Year Chart         JSI Janus Henderson Securitized... 25 New $0.00 $1,705,000 33,033 1.01% 1,705,000 33,033 0.367    N/A
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 55 New $1,503.47 $511,000 300 0.3% 511,000 300 0.002    Business Software & S...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 56 New $787.02 $476,000 612 0.28% 476,000 612 0    Drug Manufacturers - ...
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 70 New $37.67 $333,000 8,227 0.2% 333,000 8,227 0.091    N/A
   (PSN)1 Year Chart         PSN Parsons Corp 74 New $77.40 $311,000 3,749 0.18% 311,000 3,749 0.003    N/A
   (PCTY)1 Year Chart         PCTY Paylocity Holding Corp 76 New $171.91 $282,000 1,639 0.17% 282,000 1,639 0.003    N/A
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 83 New $56.26 $232,000 2,906 0.14% 232,000 2,906 0    Drug Stores
   (PFE)1 Year Chart         PFE Pfizer Inc 86 New $28.82 $216,000 7,798 0.13% 216,000 7,798 0    Drug Manufacturers - ...

      9 Records Found
  1    
Page 1 of 1
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