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:
40.4%
Gain -0.33%
Monthly
0.48%
Yearly
5.86%
Drawdown
15.83%
$255.34M
Equity
Holdings
$255.34M
Investment
$167.99M
$83.56M
Profit -$1.08M
Realized
-$3.79M
Unrealized
$87.35M
Dividends
$14.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$1.08M
Win %
70%
This Week
Compared To Last Week
Gain
-2.96%
Profit
-$7.78M
Win %
70%
This Month
Compared to last month
Gain
-3.11%
Profit
-$8.2M
Win %
70%
This Year
Compared to last year
Gain
5.78%
Profit
$13.96M
Win %
70%
CRWV CoreWeave, Inc.
+2.92%
+$8,539.69 
GS The Goldman Sachs Group, Inc.
+1.79%
+$42,868.49 
QCOM QUALCOMM Incorporated
+1.68%
+$22,178.57 
MS Morgan Stanley
+1.33%
+$4,546.84 
ABBV AbbVie Inc.
+1.23%
+$25,833.6 
V Visa Inc. Class A
+1.21%
+$15,787.4 
RS Reliance Inc.
+1.11%
+$5,211.92 
KBWB Invesco KBW Bank ETF
+1.08%
+$27,091.44 
KKR KKR & Co. Inc.
+0.91%
+$2,717.88 
JPM JPMorgan Chase & Co.
+0.91%
+$28,470.02 
PEG Public Service Enterprise Group Incorporated
+0.85%
+$4,380.46 
KCE SPDR S&P Capital Markets ETF
+0.84%
+$31,158.45 
SBUX Starbucks Corporation
+0.81%
+$2,671.93 
BAC Bank of America Corporation
+0.72%
+$2,580.4 
EXC Exelon Corporation
+0.72%
+$1,480.71 
SYK Stryker Corporation
+0.7%
+$4,282.8 
PG Procter & Gamble Co
+0.67%
+$3,728.34 
CEG Constellation Energy Corporation
+0.65%
+$2,067.24 
BX Blackstone Inc.
+0.65%
+$2,333.76 
MCD McDonald's Corporation
+0.5%
+$2,693.76 
CVX Chevron Corporation
+0.45%
+$1,178.18 
UNH UnitedHealth Group Incorporated
+0.42%
+$1,062.77 
BPRN Princeton Bancorp, Inc.
+0.39%
+$1,182.91 
DIVB iShares Core Dividend ETF
+0.36%
+$52,684.5 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.32%
+$612.39 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$907.48 
CAT Caterpillar Inc.
+0.31%
+$3,801.87 
TJX The TJX Companies, Inc.
+0.21%
+$593.6 
GD General Dynamics Corporation
+0.14%
+$828.65 
JNJ Johnson & Johnson
+0.14%
+$1,908.72 
HMOP Hartford Municipal Opportunities ETF
+0.1%
+$1,061.6 
CRVS Corvus Pharmaceuticals Inc.
+0.09%
+$170 
WMT Walmart Inc.
+0.07%
+$1,094.4 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$955.59 
BINC iShares Flexible Income Active ETF
+0.04%
+$1,703.26 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.04%
+$1,356.83 
MYCI SPDR SSGA My2029 Corp Bond
+0.03%
+$236.72 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$752.14 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$124.73 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$46.59 
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 
LAC
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
CRCL Circle Internet Group, Inc.
-3.58%
-$5,920 
NOW ServiceNow, Inc.
-3.57%
-$4,471.2 
QBTS D-Wave Quantum Inc.
-3.02%
-$10,908 
AMZN Amazon.com Inc
-2.76%
-$212,092.66 
QS QuantumScape Corp
-2.76%
-$3,075.38 
CRM Salesforce Inc
-2.64%
-$16,997.2 
MU Micron Technology, Inc.
-2.46%
-$88,445 
IBM International Business Machines Corporation
-2.34%
-$7,278.77 
PLTR Palantir Technologies Inc.
-2.28%
-$16,418.1 
SHOP Shopify Inc.
-2.09%
-$23,674.43 
MSFT Microsoft Corp.
-2.01%
-$106,412.32 
MELI MercadoLibre, Inc.
-1.83%
-$6,848.64 
ORCL Oracle Corporation
-1.61%
-$4,611.68 
CRWD CrowdStrike Holdings, Inc.
-1.37%
-$9,280.63 
ABT Abbott Laboratories
-1.36%
-$3,202.5 
AAPL Apple Inc.
-1.31%
-$230,719.92 
AVGO Broadcom Inc.
-1.22%
-$122,249.54 
FTNT Fortinet Inc.
-1.12%
-$10,321.15 
NFLX Netflix, Inc.
-1.12%
-$17,071.6 
TSLA Tesla, Inc.
-1.01%
-$28,426.88 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
-1.01%
-$2,295.14 
META Meta Platforms Inc Class A
-0.94%
-$14,316.42 
QQQ Invesco QQQ Trust, Series 1
-0.78%
-$86,838.75 
ADP Automatic Data Processing Inc.
-0.78%
-$1,456.12 
IBIT iShares Bitcoin Trust
-0.75%
-$2,879.55 
LLY Eli Lilly and Company
-0.7%
-$6,133.75 
AMAT Applied Materials, Inc.
-0.69%
-$10,168.57 
VGT Vanguard Information Technology ETF
-0.66%
-$3,003.52 
CWI SPDR MSCI ACWI ex-US ETF
-0.65%
-$8,004.36 
NET Cloudflare Inc.
-0.64%
-$1,833.76 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.48%
-$1,187.2 
QQQM Invesco NASDAQ 100 ETF
-0.47%
-$10,334.02 
IQQQ ProShares Nasdaq-100 High Income ETF
-0.47%
-$22,924.33 
NVDA NVIDIA Corporation
-0.45%
-$148,101.9 
GOOG Alphabet Inc
-0.42%
-$37,679.37 
SFLO VS Small Cap Free Cash Flow ETF
-0.35%
-$1,627.76 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.34%
-$725.44 
VOO Vanguard S&P 500 ETF
-0.33%
-$25,778.02 
IVV iShares Core S&P 500 ETF
-0.32%
-$735.42 
CSCO Cisco Systems, Inc.
-0.31%
-$3,371.74 
JMUB JPMorgan Municipal Bond ETF
-0.3%
-$900 
FBND Fidelity Total Bond ETF
-0.27%
-$17,411.5 
GOOGL Alphabet Inc
-0.26%
-$3,384.05 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.24%
-$1,220.32 
GMUB Goldman Sachs Municipal Income ETF
-0.23%
-$5,385 
XLI Industrial Select Sector SPDR Fund
-0.23%
-$7,308.45 
JCPB JPMorgan Core Plus Bond ETF
-0.22%
-$859.74 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.18%
-$15,892.11 
BUFR FT Vestladder Buffer ETF-USD I
-0.14%
-$376.1 
MYCJ SPDR SSGA MY2030 Corporate Bond Fund
-0.12%
-$952.65 
MYCH SPDR SSGA 2028 Corporate Bond Fund
-0.12%
-$970.83 
JSI Janus Henderson Securitized Income ETF
-0.12%
-$3,844.08 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$562.12 
JEPI JPMorgan Equity Premium Income Fund
-0.11%
-$9,263.16 
ACN Accenture plc Class A
-0.1%
-$2,220.96 
NIO Nio Inc.
-0.1%
-$66.72 
COST Costco Wholesale Corporation
-0.07%
-$453.12 
USTB VictoryShares Short-Term Bond ETF
-0.07%
-$4,884.98 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$319.95 
VIG Vanguard Dividend Appreciation ETF
-0.04%
-$265.5 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$453.19 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.02%
-$64.77 Events
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Dividends
Dividend Analysis
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| Trades 1591 | Longs Won 725/1591 45% | Profit Factor 5.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $537,393.08 |
| Average Win $141,341.53 | Best Trade (Jun 10) $15.06M | Sharpe Ratio -11.88 |
| Average Loss -$21,842.44 | Worst Trade (Jun 11) -$1.81M | Z-Score 2.34 (98.06%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $52,518.58 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
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Returns
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