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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Masso Torrence Wealth Management Inc.

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001903153-23-000002

Total Value
$125.5M
Positions
90
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (90)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL76,069$9.9M7.88%
2SCHWAB STRATEGIC TR808524797102,761$7.8M6.19%
3FIRST TR EXCHANGE-TRADED FD33733E10472,383$5.4M4.32%
4J P MORGAN EXCHANGE TRADED F46641Q33291,477$5.0M3.97%
5J P MORGAN EXCHANGE TRADED F46641Q16796,598$4.9M3.94%
6INVESCO EXCHANGE TRADED FD TIVZ102,144$4.5M3.58%
7WISDOMTREE TRWT63,981$3.9M3.08%
8SELECT SECTOR SPDR TR81369Y20925,232$3.4M2.73%
9VICTORY PORTFOLIOS II92647N53569,763$3.4M2.70%
10INVESCO EXCH TRADED FD TR IIIVZ30,000$3.3M2.59%
11MICROSOFT CORPMSFT13,511$3.2M2.58%
12FIDELITY MERRIMACK STR TR31618830969,846$3.1M2.51%
13VANGUARD INDEX FDS9229083638,454$3.0M2.37%
14NVIDIA CORPORATIONNVDA19,205$2.8M2.24%
15INVESCO EXCH TRADED FD TR IIIVZ51,359$2.7M2.11%
16INVESCO EXCH TRD SLF IDX FDIVZ113,193$2.6M2.10%
17AMAZON COM INCAMZN29,244$2.5M1.96%
18ABBVIE INCABBV14,455$2.3M1.86%
19INVESCO EXCH TRD SLF IDX FDIVZ101,113$2.2M1.78%
20INVESCO QQQ TRIVZ8,188$2.2M1.74%
21ISHARES TR46434V87840,469$2.0M1.61%
22ALPHABET INCGOOG22,499$2.0M1.59%
23J P MORGAN EXCHANGE TRADED F46641Q65438,288$1.9M1.54%
24J P MORGAN EXCHANGE TRADED F46641Q83738,034$1.9M1.52%
25BROADCOM INCAVGO3,107$1.7M1.38%
26ISHARES TR46428830731,887$1.7M1.37%
27T ROWE PRICE ETF INC87283Q10775,581$1.6M1.24%
28ISHARES TR46429B74715,915$1.5M1.23%
29INVESCO EXCHANGE TRADED FD TIVZ21,141$1.5M1.16%
30FIRST TR EXCHNG TRADED FD VI33740F75565,062$1.4M1.15%
31JPMORGAN CHASE & COVYLD9,742$1.3M1.04%
32INVESCO EXCH TRD SLF IDX FDIVZ61,687$1.3M1.01%
33INVESCO EXCHANGE TRADED FD TIVZ38,355$1.1M0.90%
34ISHARES TR46434VBD144,553$1.1M0.86%
35VANGUARD SPECIALIZED FUNDS9219088446,888$1.0M0.83%
36INVESCO EXCH TRD SLF IDX FDIVZ46,261$1.0M0.82%
37FIRST TR EXCHANGE TRADED FD33734X84623,379$904,9960.72%
38GOLDMAN SACHS GROUP INCGSCE2,575$884,0540.70%
39INVESCO EXCH TRD SLF IDX FDIVZ40,432$765,1760.61%
40STRYKER CORPORATIONSYK3,107$759,6300.61%
41ISHARES TR46434VAX830,295$758,2840.60%
42SPDR SER TR78464A8708,873$736,4590.59%
43TESLA INCTSLA5,751$708,4080.56%
44JOHNSON & JOHNSONJNJ4,003$707,1080.56%
45QUALCOMM INCQCOM6,416$705,4030.56%
46SPDR INDEX SHS FDS78463X84829,220$703,0330.56%
47INVESCO EXCH TRD SLF IDX FDIVZ25,695$635,9510.51%
48VISA INCV3,057$635,0550.51%
49INVESCO EXCHANGE TRADED FD TIVZ13,136$619,3620.49%
50NETFLIX INCNFLX2,077$612,4660.49%
51PROCTER AND GAMBLE CO7427181093,508$531,6720.42%
52VERIZON COMMUNICATIONS INCVZ13,466$530,5790.42%
53INVESCO EXCH TRD SLF IDX FDIVZ27,373$519,9500.41%
54VECTOR GROUP LTD92240M10842,283$501,4810.40%
55CISCO SYS INCCSCO10,493$499,8850.40%
56INVESCO EXCH TRD SLF IDX FDIVZ19,116$464,9010.37%
57FIRST TR EXCHANGE-TRADED FD33738R1189,470$452,4770.36%
58FIRST TR EXCHANGE TRADED FD33734X1434,128$448,8370.36%
59ISHARES TR46435U51517,771$431,6580.34%
60COLUMBIA ETF TR I19761L60720,630$415,9010.33%
61SALESFORCE INCCRM3,091$409,8360.33%
62SHOPIFY INCSHOP11,495$398,9910.32%
63BANK AMERICA CORP06050510411,595$384,0430.31%
64TORONTO DOMINION BK ONTTORO5,905$382,4080.30%
65INVESCO EXCH TRD SLF IDX FDIVZ15,105$379,6640.30%
66AMPLIFY ETF TR03210879725,208$372,9470.30%
67LOCKHEED MARTIN CORPLMT762$370,7050.30%
68PUBLIC SVC ENTERPRISE GRP IN7445731065,704$349,4840.28%
69BOEING COBA-PA1,789$340,7870.27%
70DISNEY WALT CO2546871063,843$333,8800.27%
71VICTORY PORTFOLIOS II92647N6677,123$318,0420.25%
72ISHARES TR46436E7183,135$313,9390.25%
73MORGAN STANLEYMS-PQ3,667$311,7680.25%
74GLOBAL X FDS37954Y38414,358$297,9290.24%
75PFIZER INCPFE5,573$285,5720.23%
76ADOBE SYSTEMS INCORPORATEDADBE810$272,5890.22%
77BERKSHIRE HATHAWAY INC DELBRK-A805$248,6650.20%
78ACCENTURE PLC IRELANDACN912$243,3580.19%
79PNC FINL SVCS GROUP INC6934751051,435$226,6750.18%
80INVESCO EXCH TRD SLF IDX FDIVZ9,393$220,8290.18%
81PROSHARES TR74347G45710,034$217,7380.17%
82WALMART INCWMT1,518$215,2370.17%
83SPDR GOLD TRGLD1,268$215,1040.17%
84CVS HEALTH CORPCVS2,303$214,6160.17%
85TJX COS INC NEW8725401092,686$213,8060.17%
86BLACKSTONE INCBX2,771$205,5570.16%
87ALPHABET INCGOOG2,320$204,6940.16%
88SIRIUS XM HOLDINGS INCSIRI30,669$179,1070.14%
89NIO INCNIOIF13,929$135,8080.11%
90AMARIN CORP PLCAMRN10,000$12,1000.01%