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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 Q4 2023 · Filed November 7, 2023 · Accession 0001903153-23-000005

Total Value
$130.1M
Positions
84
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (84)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL72,576$12.4M9.55%
2NVIDIA CORPORATIONNVDA19,137$8.3M6.40%
3INVESCO QQQ TRIVZ15,052$5.4M4.15%
4FIRST TR EXCHANGE-TRADED FD33733E40164,898$5.3M4.06%
5J P MORGAN EXCHANGE TRADED F46641Q33295,793$5.1M3.94%
6SCHWAB STRATEGIC TR80852479765,594$4.6M3.57%
7FIDELITY MERRIMACK STR TR316188309100,727$4.4M3.37%
8MICROSOFT CORPMSFT13,380$4.2M3.25%
9VANGUARD INDEX FDS92290836310,551$4.1M3.19%
10WISDOMTREE TRWT64,088$4.1M3.13%
11AMAZON COM INCAMZN30,554$3.9M2.99%
12FIRST TR EXCHANGE TRADED FD33734X14336,555$3.6M2.73%
13VICTORY PORTFOLIOS II92647N53563,705$3.1M2.40%
14ALPHABET INCGOOG22,718$3.0M2.30%
15INVESCO EXCHANGE TRADED FD TIVZ64,284$2.9M2.27%
16ISHARES TR46428830748,931$2.8M2.15%
17INVESCO EXCHANGE TRADED FD TIVZ31,651$2.5M1.96%
18BROADCOM INCAVGO2,837$2.4M1.81%
19INVESCO EXCH TRADED FD TR IIIVZ60,690$2.2M1.70%
20INVESCO EXCH TRD SLF IDX FDIVZ89,559$2.1M1.62%
21INVESCO EXCH TRD SLF IDX FDIVZ91,204$2.1M1.58%
22ABBVIE INCABBV13,723$2.0M1.57%
23ISHARES TR46434V87839,844$2.0M1.54%
24GLOBAL X FDS37954Y38478,919$1.9M1.47%
25J P MORGAN EXCHANGE TRADED F46654Q20334,936$1.6M1.26%
26J P MORGAN EXCHANGE TRADED F46641Q83731,891$1.6M1.23%
27TESLA INCTSLA6,234$1.6M1.20%
28J P MORGAN EXCHANGE TRADED F46641Q65427,648$1.4M1.07%
29ISHARES TR46434VBD155,477$1.4M1.04%
30INVESCO EXCH TRD SLF IDX FDIVZ64,951$1.3M1.03%
31PROSHARES TR74347G45748,707$1.3M1.03%
32JPMORGAN CHASE & COVYLD9,041$1.3M1.01%
33WISDOMTREE TRWT74,856$1.3M1.00%
34SPDR INDEX SHS FDS78463X84842,683$1.1M0.82%
35INVESCO EXCH TRD SLF IDX FDIVZ43,141$969,8200.75%
36INVESCO EXCH TRD SLF IDX FDIVZ49,228$924,7680.71%
37STRYKER CORPORATIONSYK3,107$849,0500.65%
38AB ACTIVE ETFS INC00039J10316,418$824,1990.63%
39NETFLIX INCNFLX2,110$796,7360.61%
40VISA INCV3,251$747,6530.57%
41GOLDMAN SACHS GROUP INCGSCE2,310$747,4300.57%
42INVESCO EXCH TRD SLF IDX FDIVZ38,686$724,7730.56%
43INVESCO EXCH TRD SLF IDX FDIVZ27,710$682,9050.53%
44QUALCOMM INCQCOM5,971$663,0950.51%
45JOHNSON & JOHNSONJNJ4,248$661,6350.51%
46ISHARES TR46434VAX825,155$637,9310.49%
47SHOPIFY INCSHOP11,299$616,5860.47%
48INVESCO EXCHANGE TRADED FD TIVZ12,647$613,4740.47%
49DISNEY WALT CO2546871066,863$556,2460.43%
50VANGUARD SPECIALIZED FUNDS9219088443,543$550,5120.42%
51CISCO SYS INCCSCO10,200$548,3530.42%
52ISHARES TR46435U51522,111$531,3320.41%
53INVESCO EXCH TRD SLF IDX FDIVZ22,111$530,7750.41%
54SALESFORCE INCCRM2,599$527,0250.41%
55PROCTER AND GAMBLE CO7427181093,567$520,2830.40%
56COLUMBIA ETF TR I19761L60723,110$450,6450.35%
57AMPLIFY ETF TR03210879723,986$421,3930.32%
58VECTOR GROUP LTD92240M10839,572$421,0490.32%
59ADOBE INCADBE820$418,1180.32%
60INVESCO EXCH TRD SLF IDX FDIVZ14,905$373,2210.29%
61META PLATFORMS INCMETA1,183$355,1480.27%
62WALMART INCWMT2,036$325,6170.25%
63FIRST TR EXCHANGE-TRADED FD33738R1185,588$313,4310.24%
64LOCKHEED MARTIN CORPLMT758$309,9920.24%
65ALPHABET INCGOOG2,320$303,5950.23%
66ACCENTURE PLC IRELANDACN958$294,2110.23%
67BANK AMERICA CORP06050510410,517$287,9470.22%
68BERKSHIRE HATHAWAY INC DELBRK-A791$277,0870.21%
69INVESCO EXCH TRD SLF IDX FDIVZ11,953$274,7990.21%
70BOEING COBA-PA1,344$257,6180.20%
71MICRON TECHNOLOGY INCMU3,550$241,5070.19%
72VERIZON COMMUNICATIONS INCVZ7,434$240,9310.19%
73TJX COS INC NEW8725401092,686$238,7320.18%
74TORONTO DOMINION BK ONTTORO3,844$231,6390.18%
75BLACKSTONE INCBX2,031$217,5730.17%
76AIRBNB INCABNB1,575$216,1060.17%
77MORGAN STANLEYMS-PQ2,595$211,9340.16%
78FIRST TR EXCHNG TRADED FD VI33740F7558,402$205,7650.16%
79VANGUARD WORLD FDS92204A702494$204,9610.16%
80SIRIUS XM HOLDINGS INCSIRI30,669$138,6240.11%
81NIO INCNIOIF14,529$131,3420.10%
82CORVUS PHARMACEUTICALS INCCRVS10,000$14,6000.01%
83AMARIN CORP PLCAMRN10,000$9,2000.01%
84COMSTOCK INCLODE11,750$4,8160.00%