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:
123.62%
Gain +1.27%
Monthly
1.16%
Yearly
14.86%
Drawdown
24.03%
$266.5M
Equity
Holdings
$266.5M
Investment
$168.8M
$91.57M
Profit +$1.85M
Realized
-$6.13M
Unrealized
$97.7M
Dividends
$16.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.27%
Profit
$1.85M
Win %
69%
This Week
Compared To Last Week
Gain
0.7%
Profit
$1.85M
Win %
69%
This Month
Compared to last month
Gain
0.29%
Profit
$768,038.85
Win %
69%
This Year
Compared to last year
Gain
10.14%
Profit
$24.54M
Win %
69%
TSLA Tesla, Inc.
+5.88%
+$153,610.82 
MU Micron Technology Inc.
+4.06%
+$128,570.19 
CSCO Cisco Systems, Inc.
+4.03%
+$38,065.17 
AMAT Applied Materials Inc.
+3.69%
+$37,374.22 
CRWV CoreWeave Inc. Class A Common Stock
+3.59%
+$5,932.25 
MS Morgan Stanley Common Stock
+3.29%
+$9,453.91 
AVGO Broadcom Inc.
+2.88%
+$241,892.74 
BRK-B Berkshire Hathaway Inc.
+2.59%
+$8,403.97 
GS The Goldman Sachs Group, Inc.
+2.58%
+$52,115.62 
NVDA NVIDIA Corporation
+2.53%
+$864,330.78 
FTNT Fortinet, Inc.
+2.5%
+$28,430.62 
CRWD CrowdStrike Holdings, Inc.
+2.19%
+$22,108.76 
NET Cloudflare, Inc. Class A Common Stock
+1.84%
+$7,523.43 
VGT Vanguard Information Technology ETF
+1.75%
+$8,239.92 
GD General Dynamics Corp.
+1.6%
+$9,357.68 
RS Reliance, Inc.
+1.56%
+$7,439.04 
QCOM QUALCOMM Incorporated
+1.43%
+$16,325.04 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.41%
+$15,241.37 
XLI State Street Industrial Select Sector SPDR ETF
+1.41%
+$41,866.72 
IQQQ ProShares Nasdaq-100 High Income ETF
+1.38%
+$63,699.74 
MSFT Microsoft Corporation Common Stock
+1.36%
+$96,775.35 
QQQ Invesco QQQ Trust, Series 1
+1.35%
+$147,201.02 
QQQM Invesco NASDAQ 100 ETF
+1.35%
+$29,333.37 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+1.28%
+$3,063.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.25%
+$2,629.46 
SBUX Starbucks Corp.
+1.24%
+$4,016.25 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.17%
+$42,740.14 
CAT Caterpillar Inc.
+1.14%
+$10,725 
KBWB Invesco KBW Bank ETF
+1.08%
+$26,128.8 
JPM JPMorgan Chase & Co.
+1.07%
+$35,524.95 
TD Toronto-Dominion Bank
+0.96%
+$4,347.6 
XMHQ Invesco S&P MidCap Quality ETF
+0.94%
+$147,724.22 
JNJ Johnson & Johnson
+0.79%
+$12,088.56 
IVV iShares Core S&P 500 ETF
+0.77%
+$1,804.56 
LLY Eli Lilly and Company
+0.75%
+$7,193.19 
VOO Vanguard S&P 500 ETF
+0.74%
+$59,106.66 
CWI State Street SPDR MSCI ACWI ex-US ETF
+0.6%
+$7,234.71 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$3,894 
CRVS Corvus Pharmaceuticals Inc.
+0.47%
+$850 
BUFR FT Vest Laddered Buffer ETF
+0.47%
+$1,316.35 
JMUB JPMorgan Municipal ETF
+0.42%
+$1,230 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.4%
+$36,458.37 
BAC Bank of America Corporation
+0.4%
+$1,290.2 
KKR Korro Bio, Inc.
+0.39%
+$1,109.02 
JEPI JPMorgan Equity Premium Income ETF
+0.39%
+$33,964.92 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.37%
+$714.46 
HMOP Hartford Municipal Opportunities ETF
+0.33%
+$3,317.5 
AMZN Amazon.com Inc
+0.33%
+$25,756.38 
ABBV AbbVie Inc.
+0.28%
+$7,581.51 
BX Blackstone Inc.
+0.28%
+$987.36 
QBTS D-Wave Quantum Inc.
+0.26%
+$454.5 
MCD McDonald's Corporation
+0.26%
+$1,204.58 
KCE State Street SPDR S&P Capital Markets ETF
+0.24%
+$8,919.87 
JSI Janus Henderson Securitized Income ETF
+0.21%
+$6,727.14 
BPRN Princeton Bancorp, Inc.
+0.15%
+$571.06 
GMUB Goldman Sachs Municipal Income ETF
+0.15%
+$3,365.62 
FBND Fidelity Total Bond ETF
+0.12%
+$7,661.06 
JCPB JPMorgan Core Plus Bond ETF
+0.12%
+$450.34 
ABT Abbott Laboratories
+0.11%
+$301.87 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$906.38 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$965.24 
BINC iShares Flexible Income Active ETF
+0.05%
+$2,129.07 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.04%
+$356.38 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.03%
+$152.54 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$752.14 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$93.18 
MYCJ SPDR SSGA My2030 Corporate Bond ETF
+0.01%
+$50.81 
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 
MYCI State Street My2029 Corporate Bond ETF
0%
$0 LAC
LAC
0%
$0 
MELI MercadoLibre Inc.
-9.11%
-$38,239.4 
CRCL Circle Internet Group, Inc. Class A
-7.19%
-$12,360 
NFLX Netflix Inc.
-4.2%
-$51,871.4 
MSTR Strategy Inc.
-3.21%
-$15,054.88 
ACN Accenture plc
-2.04%
-$70,793.1 
QS QuantumScape Corporation
-1.99%
-$1,232 
UNH UnitedHealth Group Inc.
-1.92%
-$5,041.08 
ADP Automatic Data Processing Inc.
-1.58%
-$3,960 
NOW ServiceNow Inc.
-1.47%
-$2,843.1 
CRM Salesforce, Inc.
-1.45%
-$13,906.84 
NIO NIO Inc. American Depositary Shares
-1.37%
-$600.43 
IBIT iShares Bitcoin Trust ETF
-1.3%
-$6,399 
AAPL Apple Inc.
-1.28%
-$267,181.44 
META Meta Platforms Inc Class A
-1.26%
-$21,661.25 
PG The Procter & Gamble Company
-1.2%
-$7,268.4 
V Visa Inc. Class A
-0.9%
-$14,969.44 
TJX The TJX Companies, Inc.
-0.86%
-$2,111.52 
SYK Stryker Corp.
-0.84%
-$5,119.42 
GOOG Alphabet Inc
-0.82%
-$66,001.68 
GOOGL Alphabet Inc
-0.75%
-$8,558.55 
DIVB iShares Core Dividend ETF
-0.36%
-$61,066.12 
CVX Chevron Corporation
-0.31%
-$1,008.87 
ORCL Oracle Corporation
-0.27%
-$529.72 
CEG Constellation Energy Corporation
-0.26%
-$847.44 
COST Costco Wholesale Corp
-0.26%
-$1,612.51 
EXC Exelon Corp.
-0.25%
-$493.57 
IBM International Business Machines Corporation
-0.21%
-$607.77 
PEG Public Service Enterprise Group Inc.
-0.2%
-$947.99 
WMT Walmart Inc.
-0.18%
-$2,614.4 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$224.85 
SHOP Shopify Inc.
-0.04%
-$718.34 
SFLO VictoryShares Small Cap Free Cash Flow ETF
-0.04%
-$206.22 
MYCH State Street My2028 Corporate Bond ETF
-0.04%
-$294.49 
BSMQ Invesco BulletShares 2026 Municipal Bond ETF
-0.03%
-$97.15 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$159.97 
USTB VictoryShares Short-Term Bond ETF
-0.01%
-$697.86 Events
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Dividends
Dividend Analysis
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| Trades 1590 | Longs Won 782/1590 49% | Profit Factor 5.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $592,443.66 |
| Average Win $144,397.4 | Best Trade (Oct 14) $16.32M | Sharpe Ratio -13.21 |
| Average Loss -$26,420.17 | Worst Trade (Oct 14) -$1.22M | Z-Score -2.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2d | Expectancy $57,591.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,772 | $10.61M | $20.52M | - | $9.91M | 93.41% | -1.285% |
| ABBV AbbVie Inc. | 9,360 | $1.29M | $2.68M | - | $1.39M | 107.92% | +0.284% |
| ABT Abbott Laboratories | 2,625 | $350,050.11 | $272,514.37 | - | -$77,535.74 | -22.15% | +0.111% |
| ACN Accenture plc | 13,881 | $4.29M | $3.39M | - | -$903,436.31 | -21.04% | -2.045% |
| ADP Automatic Data Processing Inc. | 825 | $242,137.5 | $246,972 | - | $4,834.5 | 2% | -1.578% |
| AMAT Applied Materials Inc. | 2,683 | $418,749.48 | $1.05M | - | $630,759.63 | 150.63% | +3.693% |
| AMZN Amazon.com Inc | 31,798 | $5.07M | $7.91M | - | $2.84M | 56.01% | +0.327% |
| AVGO Broadcom Inc. | 26,066 | $2.25M | $8.63M | - | $6.38M | 284.06% | +2.885% |
| BAC Bank of America Corporation | 6,451 | $255,141.76 | $327,452.76 | - | $72,311 | 28.34% | +0.396% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 20,413 | $166,774.21 | $194,637.95 | - | $27,863.74 | 16.71% | +0.368% |
| BINC iShares Flexible Income Active ETF | 85,163 | $4.46M | $4.32M | - | -$141,073.42 | -3.16% | +0.049% |
| BPRN Princeton Bancorp, Inc. | 8,158 | $301,682.84 | $367,925.8 | - | $66,242.96 | 21.96% | +0.155% |
| BRK-B Berkshire Hathaway Inc. | 599 | $199,717.1 | $333,175.78 | - | $133,458.68 | 66.82% | +2.588% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 96,524 | $1.85M | $1.88M | - | $35,966.57 | 1.95% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 90,638 | $1.75M | $1.77M | - | $24,916.8 | 1.43% | +0.051% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 30,508 | $501,248.16 | $495,907.54 | - | -$5,340.62 | -1.07% | +0.031% |
| BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 26,017 | $572.57 | $599.69 | - | $27.12 | 4.74% | 0.0 |
| BSMP Invesco BulletShares (R) 2025 Municipal Bond ETF | 11,075 | $270.29 | $271.78 | - | $1.49 | 0.55% | 0.0 |
| BSMQ Invesco BulletShares 2026 Municipal Bond ETF | 12,953 | $304,681.28 | $303,812.61 | - | -$868.67 | -0.29% | -0.032% |
| BUFR FT Vest Laddered Buffer ETF | 7,522 | $186,026.48 | $283,391.35 | - | $97,364.87 | 52.34% | +0.467% |
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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 - $2.66M, JPMorgan Equity Premium Income ETF - $2.51M, Schwab Fundamental U.S. Large Company ETF - $1.28M, JPMorgan Nasdaq Equity Premium Income ETF - $918,682.15, and VictoryShares Short-Term Bond ETF - $901,189.66. 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, State Street Financial Select Sector SPDR ETF - $881,881.09, Schwab U.S. Dividend Equity ETF - $747,862.03, ARK Innovation ETF - $734,300.1, and First Trust Capital Strength ETF - $659,267.36. 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 $16.32M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income ETF - $2.57M, VictoryShares Short-Term Bond ETF - $928,978.7, Fidelity Total Bond ETF - $878,236.95, Invesco S&P MidCap Quality ETF - $757,877.18, and ProShares Nasdaq-100 High Income ETF - $618,773.62. 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.
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