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:
103.43%
Gain -1.01%
Monthly
1.17%
Yearly
14.99%
Drawdown
24.03%
$264.35M
Equity
Holdings
$264.35M
Investment
$168.8M
$89.41M
Profit -$1.46M
Realized
-$6.14M
Unrealized
$95.55M
Dividends
$15.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.01%
Profit
-$1.46M
Win %
66%
This Week
Compared To Last Week
Gain
-1.93%
Profit
-$5.21M
Win %
66%
This Month
Compared to last month
Gain
-1.4%
Profit
-$3.75M
Win %
66%
This Year
Compared to last year
Gain
9.25%
Profit
$22.38M
Win %
66%
AAPL Apple Inc.
+3.56%
+$671,239.56 
ABBV AbbVie Inc.
+1.63%
+$38,376 
MELI MercadoLibre, Inc.
+1.63%
+$7,076.01 
ACN Accenture plc Class A
+1.2%
+$29,288.91 
FTNT Fortinet Inc.
+1.04%
+$10,321.16 
TD The Toronto-Dominion Bank
+0.82%
+$3,550.54 
ADP Automatic Data Processing Inc.
+0.8%
+$1,740.75 
GOOG Alphabet Inc
+0.61%
+$50,828.88 
GOOGL Alphabet Inc
+0.59%
+$6,982.95 
CRWD CrowdStrike Holdings, Inc.
+0.51%
+$4,155.2 
GD General Dynamics Corporation
+0.42%
+$2,477.5 
QCOM QUALCOMM Incorporated
+0.27%
+$3,121.92 
PG Procter & Gamble Co
+0.25%
+$1,336.93 
TJX The TJX Companies, Inc.
+0.24%
+$508.8 
MSFT Microsoft Corp.
+0.16%
+$10,722.67 
BPRN Princeton Bancorp, Inc.
+0.09%
+$326.32 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$239.6 
NOW ServiceNow, Inc.
+0.05%
+$85.05 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$482.62 
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
LAC
0%
$0 
CRWV CoreWeave, Inc.
-6.13%
-$17,751 
ORCL Oracle Corporation
-5.23%
-$13,180.68 
MU Micron Technology, Inc.
-4.9%
-$181,799.6 
NIO Nio Inc.
-3.24%
-$1,601.16 
AMAT Applied Materials, Inc.
-3.19%
-$40,110.88 
MSTR Strategy Inc.
-3.12%
-$13,289.4 
KKR KKR & Co. Inc.
-3.1%
-$10,090.52 
CRVS Corvus Pharmaceuticals Inc.
-2.93%
-$6,630 
BX Blackstone Inc.
-2.84%
-$10,950.72 
CRCL Circle Internet Group, Inc.
-2.82%
-$5,247.6 
CEG Constellation Energy Corporation
-2.7%
-$10,188.54 
QBTS D-Wave Quantum Inc.
-2.66%
-$6,893.25 
IBM International Business Machines Corporation
-2.46%
-$6,678.8 
NVDA NVIDIA Corporation
-2.36%
-$853,002.2 
PLTR Palantir Technologies Inc.
-2.18%
-$20,261.79 
SYK Stryker Corporation
-1.93%
-$10,607.4 
CSCO Cisco Systems, Inc.
-1.82%
-$17,657.27 
ABT Abbott Laboratories
-1.76%
-$4,856.25 
META Meta Platforms Inc Class A
-1.42%
-$24,820.46 
IBIT iShares Bitcoin Trust
-1.38%
-$6,505.65 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.33%
-$50,202.71 
CAT Caterpillar Inc.
-1.29%
-$14,520 
MS Morgan Stanley
-1.23%
-$4,226.64 
UNH UnitedHealth Group Incorporated
-1.19%
-$2,940.63 
KCE SPDR S&P Capital Markets ETF
-1.17%
-$47,409.96 
TSLA Tesla, Inc.
-1.15%
-$29,760.56 
XMHQ Invesco S&P MidCap Quality ETF
-1.12%
-$174,685.35 
IQQQ ProShares Nasdaq-100 High Income ETF
-1.1%
-$52,825.63 
QQQM Invesco NASDAQ 100 ETF
-1.08%
-$23,870.77 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$117,637.56 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.06%
-$2,586.4 
CWI SPDR MSCI ACWI ex-US ETF
-1.04%
-$13,237.98 
VGT Vanguard Information Technology ETF
-1.03%
-$4,900.48 
NET Cloudflare Inc.
-1.01%
-$3,981.52 
AVGO Broadcom Inc.
-0.97%
-$92,534.3 
GS The Goldman Sachs Group, Inc.
-0.88%
-$20,846.24 
SBUX Starbucks Corporation
-0.82%
-$2,634.66 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$1,728.96 
QS QuantumScape Corp
-0.77%
-$616 
XLI Industrial Select Sector SPDR Fund
-0.74%
-$22,918.24 
JSI Janus Henderson Securitized Income ETF
-0.72%
-$23,384.82 
RS Reliance Inc.
-0.71%
-$3,225.88 
EXC Exelon Corporation
-0.71%
-$1,390.97 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$2,040 
HMOP Hartford Municipal Opportunities ETF
-0.7%
-$7,033.13 
FBND Fidelity Total Bond ETF
-0.68%
-$42,484.06 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.64%
-$58,894.29 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$2,292.64 
GMUB Goldman Sachs Municipal Income ETF
-0.61%
-$13,686.92 
VOO Vanguard S&P 500 ETF
-0.6%
-$47,890.26 
IVV iShares Core S&P 500 ETF
-0.59%
-$1,399.76 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.57%
-$1,122.71 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.52%
-$2,593.18 
MYCJ SPDR SSGA MY2030 Corporate Bond Fund
-0.52%
-$3,969.37 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$43,228.08 
CVX Chevron Corporation
-0.49%
-$1,481.55 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$3,200.75 
BINC iShares Flexible Income Active ETF
-0.45%
-$19,587.49 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.44%
-$2,248.5 
CRM Salesforce Inc
-0.43%
-$4,056.15 
MYCI SPDR SSGA My2029 Corp Bond
-0.36%
-$2,827.96 
JPM JPMorgan Chase & Co.
-0.33%
-$11,608.12 
BUFR FT Vestladder Buffer ETF-USD I
-0.31%
-$865.03 
JNJ Johnson & Johnson
-0.27%
-$4,222.24 
MYCH SPDR SSGA 2028 Corporate Bond Fund
-0.26%
-$2,103.47 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.26%
-$2,079.68 
USTB VictoryShares Short-Term Bond ETF
-0.26%
-$18,144.23 
AMZN Amazon.com Inc
-0.2%
-$16,216.98 
MCD McDonald's Corporation
-0.17%
-$834.68 
BAC Bank of America Corporation
-0.16%
-$645.1 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$719.18 
SHOP Shopify Inc.
-0.15%
-$1,949.78 
LLY Eli Lilly and Company
-0.13%
-$1,134.74 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.1%
-$1,803.7 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$465.9 
KBWB Invesco KBW Bank ETF
-0.08%
-$2,062.8 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.07%
-$623.66 
WMT Walmart Inc.
-0.07%
-$851.2 
V Visa Inc. Class A
-0.04%
-$674.89 
NFLX Netflix, Inc.
-0.03%
-$375.2 
COST Costco Wholesale Corporation
-0.02%
-$124.99 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.02%
-$64.77 
PULS PGIM Ultra Short Bond ETF
-0.02%
-$501.43 
DIVB iShares Core Dividend ETF
-0.01%
-$2,394.75 
SFLO VS Small Cap Free Cash Flow ETF
-0.01%
-$68.74 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1590 | Longs Won 759/1590 47% | Profit Factor 5.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $588,246.7 |
| Average Win $147,195.2 | Best Trade (Sep 04) $17.43M | Sharpe Ratio -13.21 |
| Average Loss -$26,848.99 | Worst Trade (Aug 04) -$1.81M | Z-Score -3.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $56,232.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,772 | $10.61M | $19.52M | - | $8.91M | 84% | +3.561% |
| ABBV AbbVie Inc. | 9,360 | $1.29M | $2.39M | - | $1.1M | 85.1% | +1.634% |
| ABT Abbott Laboratories | 2,625 | $350,050.11 | $271,372.5 | - | -$78,677.61 | -22.48% | -1.758% |
| ACN Accenture plc Class A | 13,881 | $4.29M | $2.47M | - | -$1.82M | -42.49% | +1.2% |
| ADP Automatic Data Processing Inc. | 825 | $242,137.5 | $220,547.25 | - | -$21,590.25 | -8.92% | +0.796% |
| AMAT Applied Materials, Inc. | 2,683 | $418,749.48 | $1.22M | - | $799,064.22 | 190.82% | -3.189% |
| AMZN Amazon.com Inc | 31,798 | $5.07M | $8.01M | - | $2.94M | 57.94% | -0.202% |
| AVGO Broadcom Inc. | 26,066 | $2.25M | $9.41M | - | $7.16M | 318.72% | -0.974% |
| BAC Bank of America Corporation | 6,451 | $255,141.76 | $403,639.07 | - | $148,497.31 | 58.2% | -0.16% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 20,413 | $166,774.21 | $196,475.12 | - | $29,700.91 | 17.81% | -0.568% |
| BINC iShares Flexible Income Active ETF | 85,163 | $4.46M | $4.37M | - | -$88,698.17 | -1.99% | -0.446% |
| BPRN Princeton Bancorp, Inc. | 8,158 | $301,682.84 | $355,607.22 | - | $53,924.38 | 17.87% | +0.092% |
| BRK-B Berkshire Hathaway Inc. | 599 | $199,717.1 | $303,764.88 | - | $104,047.78 | 52.1% | +0.079% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 96,524 | $1.85M | $1.89M | - | $39,344.91 | 2.13% | +0.026% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 90,638 | $1.75M | $1.78M | - | $29,901.89 | 1.71% | -0.101% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 30,508 | $501,248.16 | $498,500.72 | - | -$2,747.44 | -0.55% | -0.518% |
| BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 26,017 | $572.57 | $565.73 | - | -$6.84 | -1.19% | 0.0 |
| BSMP Invesco BulletShares (R) 2025 Municipal Bond ETF | 11,075 | $270.29 | $269.34 | - | -$0.95 | -0.35% | 0.0 |
| BSMQ Invesco BulletShares 2026 Municipal Bond Fund | 12,953 | $304,681.28 | $304,136.44 | - | -$544.84 | -0.18% | -0.021% |
| BUFR FT Vestladder Buffer ETF-USD I | 7,522 | $186,026.48 | $279,743.18 | - | $93,716.7 | 50.38% | -0.308% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $2.51M, Schwab Fundamental U.S. Large Company Index ETF - $1.28M, JPMorgan Nasdaq Equity Premium Income ETF - $916,223.71, and Fidelity Total Bond ETF - $878,236.95. 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 - $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 $15.9M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $2.57M, VictoryShares Short-Term Bond ETF - $903,349.28, Fidelity Total Bond ETF - $878,236.95, Invesco S&P MidCap Quality ETF - $737,053.06, and ProShares Nasdaq-100 High Income ETF - $618,817.48. 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.
