Masso Torrence Wealth Management Inc.

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Teresa Douberly - Compliance Consultant
Location
Marlton, NJ
Holdings as of
31 Mar 2024
Value $
$169M
Num holdings
93
Filing time
23 Apr 2024, 12:06:22 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included NVDA, XMHQ, AAPL, FNDX, and QQQ.
Previous filing
Q4 2023 - 01 Feb 2024
Next filing
Q2 2024 - 22 Jul 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Teresa Douberly Compliance Consultant North Lauderdale, Florida 23 Apr 2024

Other Included Managers (2):

Num Name Location File Number
1 GOLDMAN SACHS ASSET MANAGEMENT/
2 First Trust Investment Solutions L.P. Naples, FL 028-23760