Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASSO TORRENCE WEALTH MANAGEMENT INC | 04-23-2024 | 03-31-2024 | 93 | 168,561,837 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $15,510,268 | 17,166 | 0.01 | 0.01 | -1,958 | -10.24 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 2 | $12,441,586 | 113,054 | 0.01 | 0.01 | 3,255 | 2.96 | 03-31-2024 |
| APPLE INC | COM | 3 | $11,377,200 | 66,347 | 0.01 | 0.01 | -4,848 | -6.81 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 4 | $8,693,235 | 128,999 | 0.01 | 0.01 | 9,135 | 7.62 | 03-31-2024 |
