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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 Q3 2023 · Filed August 11, 2023 · Accession 0001903153-23-000004

Total Value
$138.6M
Positions
85
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (85)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL73,388$14.2M10.27%
2NVIDIA CORPORATIONNVDA18,495$7.8M5.64%
3SCHWAB STRATEGIC TR80852479793,184$6.8M4.88%
4INVESCO QQQ TRIVZ15,355$5.7M4.09%
5J P MORGAN EXCHANGE TRADED F46641Q332102,179$5.7M4.08%
6FIRST TR EXCHANGE-TRADED FD33733E40166,435$5.6M4.04%
7MICROSOFT CORPMSFT13,125$4.5M3.22%
8WISDOMTREE TRWT65,570$4.4M3.15%
9VANGUARD INDEX FDS92290836310,436$4.3M3.07%
10FIDELITY MERRIMACK STR TR31618830993,249$4.2M3.06%
11FIRST TR EXCHANGE TRADED FD33734X14337,575$4.1M2.94%
12AMAZON COM INCAMZN30,941$4.0M2.91%
13INVESCO EXCHANGE TRADED FD TIVZ69,272$3.2M2.30%
14VICTORY PORTFOLIOS II92647N53562,556$3.1M2.21%
15ISHARES TR46428830750,129$3.1M2.20%
16ALPHABET INCGOOG22,631$2.7M1.98%
17BROADCOM INCAVGO2,830$2.5M1.77%
18INVESCO EXCH TRD SLF IDX FDIVZ100,711$2.4M1.71%
19INVESCO EXCH TRADED FD TR IIIVZ20,737$2.4M1.70%
20INVESCO EXCHANGE TRADED FD TIVZ28,633$2.3M1.67%
21INVESCO EXCH TRD SLF IDX FDIVZ99,882$2.2M1.62%
22GLOBAL X FDS37954Y38480,974$2.0M1.42%
23ISHARES TR46434V87838,700$1.9M1.40%
24ABBVIE INCABBV13,647$1.8M1.33%
25J P MORGAN EXCHANGE TRADED F46641Q65434,593$1.8M1.26%
26J P MORGAN EXCHANGE TRADED F46641Q83733,717$1.7M1.22%
27J P MORGAN EXCHANGE TRADED F46654Q20334,492$1.7M1.20%
28TESLA INCTSLA5,946$1.6M1.12%
29WISDOMTREE TRWT76,869$1.5M1.06%
30PROSHARES TR74347G45750,142$1.4M1.04%
31INVESCO EXCH TRD SLF IDX FDIVZ63,600$1.3M0.94%
32ISHARES TR46434VBD153,446$1.3M0.94%
33JPMORGAN CHASE & COVYLD8,778$1.3M0.92%
34SPDR INDEX SHS FDS78463X84839,986$1.0M0.75%
35INVESCO EXCH TRD SLF IDX FDIVZ43,124$972,4370.70%
36STRYKER CORPORATIONSYK3,107$947,9150.68%
37GOLDMAN SACHS GROUP INCGSCE2,885$930,6750.67%
38NETFLIX INCNFLX2,077$914,8980.66%
39INVESCO EXCH TRD SLF IDX FDIVZ46,823$887,0640.64%
40AB ACTIVE ETFS INC00039J10315,741$789,7180.57%
41QUALCOMM INCQCOM6,478$771,1830.56%
42VISA INCV3,099$735,9380.53%
43SHOPIFY INCSHOP11,265$727,7190.53%
44INVESCO EXCH TRD SLF IDX FDIVZ37,850$720,1200.52%
45INVESCO EXCH TRD SLF IDX FDIVZ28,210$698,7620.50%
46JOHNSON & JOHNSONJNJ4,174$690,9310.50%
47INVESCO EXCHANGE TRADED FD TIVZ14,068$682,0580.49%
48ISHARES TR46434VAX826,405$667,7820.48%
49VANGUARD SPECIALIZED FUNDS9219088443,543$575,4090.42%
50SALESFORCE INCCRM2,670$564,0640.41%
51INVESCO EXCH TRD SLF IDX FDIVZ22,111$538,4030.39%
52CISCO SYS INCCSCO10,193$527,4100.38%
53ISHARES TR46435U51521,426$524,9430.38%
54DISNEY WALT CO2546871065,843$521,6630.38%
55VECTOR GROUP LTD92240M10840,076$513,3700.37%
56PROCTER AND GAMBLE CO7427181093,371$511,5160.37%
57COLUMBIA ETF TR I19761L60723,110$473,9860.34%
58AMPLIFY ETF TR03210879723,897$461,0260.33%
59BOEING COBA-PA2,039$430,5550.31%
60ADOBE SYSTEMS INCORPORATEDADBE835$408,3070.29%
61MORGAN STANLEYMS-PQ4,727$403,6860.29%
62INVESCO EXCH TRD SLF IDX FDIVZ15,405$386,3570.28%
63FIRST TR EXCHANGE-TRADED FD33738R1186,375$373,9580.27%
64LOCKHEED MARTIN CORPLMT802$369,2250.27%
65FIRST TR EXCHNG TRADED FD VI33740F75514,042$351,6120.25%
66META PLATFORMS INCMETA1,173$336,6280.24%
67VERIZON COMMUNICATIONS INCVZ8,729$324,6450.23%
68BANK AMERICA CORP06050510410,689$306,6590.22%
69INVESCO EXCH TRD SLF IDX FDIVZ11,953$281,0150.20%
70ALPHABET INCGOOG2,320$277,7040.20%
71WALMART INCWMT1,758$276,3220.20%
72ACCENTURE PLC IRELANDACN864$266,6130.19%
73BERKSHIRE HATHAWAY INC DELBRK-A775$264,2750.19%
74TORONTO DOMINION BK ONTTORO3,844$238,3660.17%
75TJX COS INC NEW8725401092,686$227,7460.16%
76MICRON TECHNOLOGY INCMU3,550$224,0410.16%
77VANGUARD WORLD FDS92204A702494$218,4270.16%
78PUBLIC SVC ENTERPRISE GRP IN7445731063,461$216,6930.16%
79SPDR GOLD TRGLD1,168$208,2190.15%
80AIRBNB INCABNB1,575$201,8520.15%
81PALANTIR TECHNOLOGIES INCPLTR10,265$157,3620.11%
82SIRIUS XM HOLDINGS INCSIRI30,669$138,9310.10%
83NIO INCNIOIF13,529$131,0960.09%
84AMARIN CORP PLCAMRN10,000$11,9000.01%
85COMSTOCK INCLODE11,750$8,5740.01%