MTW
Masso Torrence Wealth Management Inc. Portfolio
Invests via Masso Torrence Wealth Management Inc. | Managed by John M. Torrence, Christopher J. Masso, Nicholas P. Pantle
Invests via Masso Torrence Wealth Management Inc.
Managed by John M. Torrence, Christopher J. Masso, Nicholas P. Pantle
Automatically Tracked
Company Profile
With a focus on delivering personalized financial solutions, Masso Torrence Wealth Management Inc. distinguishes itself as an adept player in the wealth management landscape. The firm specializes in bespoke investment services tailored to meet the unique objectives of its diverse clientele. Established with a commitment to excellence, it operates at the intersection of financial planning and asset growth, effectively serving high-net-worth individuals and families seeking sophisticated strategies for their wealth preservation and accumulation needs. Through a deep understanding of market dynamics and client aspirations, this entity plays an integral role in fostering long-term prosperity.
With a focus on delivering personalized financial solutions, Masso Torrence Wealth Management Inc. distinguishes itself as an adept player in the wealth management landscape. The firm specializes in bespoke investment services tailored to meet the unique objectives of its diverse clientele. Established with a commitment to excellence, it operates at the intersection of financial planning and asset growth, effectively serving high-net-worth individuals and families seeking sophisticated strategies for their wealth preservation and accumulation needs. Through a deep understanding of market dynamics and client aspirations, this entity plays an integral role in fostering long-term prosperity.
Investment Philosophy & Strategy
Understanding the evolving landscape of wealth management, Masso Torrence Wealth Management Inc. adopts a client-centric approach that emphasizes tailored investment strategies and financial planning. The firm focuses on optimizing capital through innovative solutions while safeguarding assets for high-net-worth individuals and families. By leveraging its expertise in market trends and economic drivers, it strategically positions clients to capitalize on unique opportunities. With a commitment to sustainable growth, this organization endeavors to align investment choices with the specific aspirations of its clientele, ensuring their long-term financial success.
Understanding the evolving landscape of wealth management, Masso Torrence Wealth Management Inc. adopts a client-centric approach that emphasizes tailored investment strategies and financial planning. The firm focuses on optimizing capital through innovative solutions while safeguarding assets for high-net-worth individuals and families. By leveraging its expertise in market trends and economic drivers, it strategically positions clients to capitalize on unique opportunities. With a commitment to sustainable growth, this organization endeavors to align investment choices with the specific aspirations of its clientele, ensuring their long-term financial success.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
91.14%
Gain -2.67%
Monthly
1.15%
Yearly
14.7%
Drawdown
23.85%
$257.37M
Equity
Holdings
$257.37M
Investment
$168.8M
$84.83M
Profit -$3.92M
Realized
-$3.73M
Unrealized
$88.57M
Dividends
$15.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.67%
Profit
-$3.92M
Win %
68%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.53M
Win %
68%
This Month
Compared to last month
Gain
0.01%
Profit
$26,653.58
Win %
68%
This Year
Compared to last year
Gain
6.37%
Profit
$15.4M
Win %
68%
CRCL Circle Internet Group, Inc.
+10.24%
+$12,380 
MSTR Strategy Inc.
+5.19%
+$15,793.2 
MU Micron Technology, Inc.
+4.57%
+$140,104.1 
AVGO Broadcom Inc.
+3.05%
+$295,197.45 
PLTR Palantir Technologies Inc.
+2.79%
+$20,261.79 
QBTS D-Wave Quantum Inc.
+2.66%
+$6,741.75 
SHOP Shopify Inc.
+2.57%
+$32,530.54 
CRWV CoreWeave, Inc.
+2.22%
+$4,956.25 
IBIT iShares Bitcoin Trust
+2.19%
+$8,478.67 
CRM Salesforce Inc
+2.09%
+$13,781.21 
MSFT Microsoft Corp.
+2.04%
+$109,262.65 
GOOG Alphabet Inc
+1.97%
+$172,717.04 
QS QuantumScape Corp
+1.96%
+$1,771 
GOOGL Alphabet Inc
+1.83%
+$22,775.16 
ABT Abbott Laboratories
+1.73%
+$4,567.5 
MELI MercadoLibre, Inc.
+1.72%
+$7,223.32 
CVX Chevron Corporation
+1.49%
+$3,950.8 
NOW ServiceNow, Inc.
+1.49%
+$1,871.1 
AMZN Amazon.com Inc
+1.37%
+$107,477.24 
IBM International Business Machines Corporation
+1.31%
+$3,146.96 
V Visa Inc. Class A
+1.04%
+$15,214.8 
FTNT Fortinet Inc.
+1.02%
+$10,447.8 
GD General Dynamics Corporation
+0.97%
+$6,009.68 
ACN Accenture plc Class A
+0.95%
+$18,878.16 
NVDA NVIDIA Corporation
+0.87%
+$284,873.6 
VGT Vanguard Information Technology ETF
+0.83%
+$3,714.88 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$78,270.66 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$15,527.23 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.71%
+$1,505.64 
CRWD CrowdStrike Holdings, Inc.
+0.64%
+$5,115.6 
CEG Constellation Energy Corporation
+0.64%
+$2,067.24 
SYK Stryker Corporation
+0.56%
+$3,585.62 
SFLO VS Small Cap Free Cash Flow ETF
+0.55%
+$2,753.72 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.54%
+$1,240.2 
IQQQ ProShares Nasdaq-100 High Income ETF
+0.53%
+$25,356.3 
TJX The TJX Companies, Inc.
+0.49%
+$1,272 
META Meta Platforms Inc Class A
+0.37%
+$6,398.4 
VOO Vanguard S&P 500 ETF
+0.21%
+$16,612.65 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.2%
+$7,462.56 
IVV iShares Core S&P 500 ETF
+0.17%
+$401.69 
BUFR FT Vestladder Buffer ETF-USD I
+0.12%
+$338.49 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$353.41 
QCOM QUALCOMM Incorporated
+0.11%
+$1,235.76 
AMAT Applied Materials, Inc.
+0.11%
+$1,502.48 
CWI SPDR MSCI ACWI ex-US ETF
+0.03%
+$307.86 
GMUB Goldman Sachs Municipal Income ETF
+0.02%
+$448.75 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$89.09 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$250.72 
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF
0%
$0 
BSMP Invesco BulletShares (R) 2025 Municipal Bond ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
+$1.86 
LAC
0%
$0 
CRVS Corvus Pharmaceuticals Inc.
-3.69%
-$9,350 
RS Reliance Inc.
-3.53%
-$16,049.04 
KKR KKR & Co. Inc.
-3.47%
-$10,934 
ORCL Oracle Corporation
-2.72%
-$5,359.52 
AAPL Apple Inc.
-2.69%
-$535,556.52 
BX Blackstone Inc.
-2.29%
-$8,706.72 
NFLX Netflix, Inc.
-2.23%
-$28,796.6 
TD The Toronto-Dominion Bank
-2.05%
-$9,166.19 
TSLA Tesla, Inc.
-1.96%
-$52,431.86 
MS Morgan Stanley
-1.93%
-$6,668.16 
WMT Walmart Inc.
-1.75%
-$24,320 
LLY Eli Lilly and Company
-1.73%
-$15,364.6 
CAT Caterpillar Inc.
-1.56%
-$18,919.97 
JNJ Johnson & Johnson
-1.29%
-$18,884.82 
PEG Public Service Enterprise Group Incorporated
-1.13%
-$5,818.82 
BAC Bank of America Corporation
-1%
-$3,967.36 
SBUX Starbucks Corporation
-0.86%
-$2,923.83 
KBWB Invesco KBW Bank ETF
-0.84%
-$22,278.24 
EXC Exelon Corporation
-0.82%
-$1,705.06 
COST Costco Wholesale Corporation
-0.68%
-$3,981.18 
PG Procter & Gamble Co
-0.65%
-$3,690.68 
GS The Goldman Sachs Group, Inc.
-0.63%
-$15,542.44 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.54%
-$2,745.72 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.52%
-$1,020.65 
JPM JPMorgan Chase & Co.
-0.51%
-$17,312.11 
XLI Industrial Select Sector SPDR Fund
-0.46%
-$14,978.18 
VIG Vanguard Dividend Appreciation ETF
-0.42%
-$2,979.5 
BPRN Princeton Bancorp, Inc.
-0.41%
-$1,305.28 
ABBV AbbVie Inc.
-0.4%
-$9,547.2 
MCD McDonald's Corporation
-0.38%
-$1,934.94 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.36%
-$6,344.66 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$5,791.44 
NIO Nio Inc.
-0.31%
-$200.15 
CSCO Cisco Systems, Inc.
-0.3%
-$3,016.82 
JCPB JPMorgan Core Plus Bond ETF
-0.29%
-$1,105.38 
FBND Fidelity Total Bond ETF
-0.28%
-$17,411.5 
UNH UnitedHealth Group Incorporated
-0.27%
-$727.33 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.25%
-$777.18 
HMOP Hartford Municipal Opportunities ETF
-0.24%
-$2,521.3 
MYCJ SPDR SSGA MY2030 Corporate Bond Fund
-0.2%
-$1,587.75 
ADP Automatic Data Processing Inc.
-0.15%
-$320.76 
DIVB iShares Core Dividend ETF
-0.13%
-$20,355.37 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$562.12 
KCE SPDR S&P Capital Markets ETF
-0.1%
-$3,787.89 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.09%
-$7,946.06 
JEPI JPMorgan Equity Premium Income Fund
-0.09%
-$7,719.3 
BINC iShares Flexible Income Active ETF
-0.09%
-$3,840.85 
MYCI SPDR SSGA My2029 Corp Bond
-0.08%
-$634.4 
MYCH SPDR SSGA 2028 Corporate Bond Fund
-0.08%
-$647.22 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.08%
-$639.9 
USTB VictoryShares Short-Term Bond ETF
-0.07%
-$4,884.98 
JSI Janus Henderson Securitized Income ETF
-0.05%
-$1,601.7 
JMUB JPMorgan Municipal Bond ETF
-0.04%
-$120 
XMHQ Invesco S&P MidCap Quality ETF
-0.04%
-$5,416.6 
NET Cloudflare Inc.
-0.01%
-$37.68 Events
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Dividends
Dividend Analysis
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| Trades 1590 | Longs Won 698/1590 43% | Profit Factor 5.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $565,420.42 |
| Average Win $150,438.2 | Best Trade (Jul 22) $15.7M | Sharpe Ratio -13.21 |
| Average Loss -$22,613.73 | Worst Trade (Jul 24) -$2.14M | Z-Score 1.29 (80.31%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w | Expectancy $53,355 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Masso Torrence Wealth Management Inc.?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.62M, JPMorgan Equity Premium Income Fund - $2.43M, Schwab Fundamental U.S. Large Company Index ETF - $1.24M, JPMorgan Nasdaq Equity Premium Income ETF - $893,362.36, and Fidelity Total Bond ETF - $853,280.08. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: T. Rowe Price Blue Chip Growth ETF - $1.93M, Financial Select Sector SPDR Fund - $881,881.09, Schwab U.S. Dividend Equity ETF - $747,862.03, ARK Innovation ETF Fund - $734,300.1, and First Trust Capital Strength ETF - $660,082.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Masso Torrence Wealth Management Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.35M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.49M, VictoryShares Short-Term Bond ETF - $879,343.07, Fidelity Total Bond ETF - $853,280.08, Invesco S&P MidCap Quality ETF - $737,053.06, and ProShares Nasdaq-100 High Income ETF - $572,111.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Masso Torrence Wealth Management Inc.'s monthly returns?
Masso Torrence Wealth Management Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Masso Torrence Wealth Management Inc.'s strategy be considered aggressive or moderate?
Masso Torrence Wealth Management Inc.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Masso Torrence Wealth Management Inc.'s strategy?
Masso Torrence Wealth Management Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
