Masso Torrence Wealth Management Inc. Portfolio Holdings

Masso Torrence Wealth Management Inc.

  • $173 Million
  • Q1 2025

Masso Torrence Wealth Management Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $173 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $17.2M, Apple Inc. with a value of $13.1M, Invesco Exchange Traded Fd Tr with a value of $11.8M, Ishares Tr U S Divid & Buyback with a value of $10.9M, and J P Morgan Exchange Traded Fd with a value of $8.19M.

Examining the 13F form we can see an decrease of $5.11M in the current position value, from $178M to 173M.

Below you can find more details about Masso Torrence Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
ETFs: $89.4 Million
Technology: $50.4 Million
Consumer Cyclical: $8.98 Million
Communication Services: $7.21 Million
Financial Services: $6.7 Million
Healthcare: $4.79 Million
Consumer Defensive: $2.24 Million
Industrials: $1.39 Million
Other: $1.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$277B
$17.2 Million 9.99% of portfolio
158,998
Q1 2025 Reduced 0.03%
$3.36T
$13.1 Million 7.62% of portfolio
59,189
Q1 2025 Reduced 1.65%
$0
$11.8 Million 6.85% of portfolio
129,150
Q1 2025 Added 5.48%
$0
$10.9 Million 6.33% of portfolio
225,273
Q1 2025 New
$0
$8.19 Million 4.74% of portfolio
143,288
Q1 2025 Added 9.13%
$0
$7.5 Million 4.35% of portfolio
15,992
Q1 2025 Reduced 5.84%
$0
$7.11 Million 4.12% of portfolio
89,079
Q1 2025 Reduced 5.41%
$0
$6.15 Million 3.57% of portfolio
121,516
Q1 2025 Added 16.0%
$1.93T
$5.98 Million 3.47% of portfolio
31,451
Q1 2025 Added 4.72%
$0
$5.84 Million 3.39% of portfolio
128,021
Q1 2025 Added 4.53%
$0
$5.56 Million 3.22% of portfolio
10,811
Q1 2025 Added 2.28%
$2.92T
$4.89 Million 2.84% of portfolio
13,032
Q1 2025 Added 5.05%
$185B
$4.32 Million 2.5% of portfolio
13,838
Q1 2025 Added 832.48%
$77.9B
$3.96 Million 2.29% of portfolio
23,646
Q1 2025 Reduced 2.91%
$997B
$3.82 Million 2.21% of portfolio
24,446
Q1 2025 Added 5.39%
$0
$3.23 Million 1.87% of portfolio
25,625
Q1 2025 Added 29.65%
$0
$2.46 Million 1.43% of portfolio
18,775
Q1 2025 Reduced 46.94%
$714B
$2.29 Million 1.33% of portfolio
9,339
Q1 2025 Added 0.4%
$0
$2.27 Million 1.32% of portfolio
45,684
Q1 2025 Added 18.29%
$329B
$1.93 Million 1.12% of portfolio
9,214
Q1 2025 Reduced 0.23%
$0
$1.79 Million 1.04% of portfolio
92,025
Q1 2025 Added 5.77%
$0
$1.76 Million 1.02% of portfolio
28,073
Q1 2025 New
$490B
$1.72 Million 1.0% of portfolio
1,847
Q4 2024 Added 0.16%
$0
$1.68 Million 0.97% of portfolio
85,596
Q1 2025 Added 7.41%
$900B
$1.52 Million 0.88% of portfolio
5,881
Q1 2025 Added 2.87%
$548B
$1.28 Million 0.74% of portfolio
3,646
Q1 2025 Reduced 1.46%
$0
$1.22 Million 0.71% of portfolio
48,639
Q1 2025 Reduced 33.86%
$186B
$1.18 Million 0.69% of portfolio
2,166
Q1 2025 Added 13.94%
$1.23T
$1.19 Million 0.69% of portfolio
2,061
Q1 2025 Added 28.73%
$258B
$1.14 Million 0.66% of portfolio
13,016
Q1 2025 Added 19.1%
$0
$1.04 Million 0.6% of portfolio
5,371
Q1 2025 Added 48.45%
$167B
$991,000 0.57% of portfolio
6,452
Q1 2025 Added 3.31%
$0
$951,000 0.55% of portfolio
24,740
Q1 2025 Added 7.87%
$116B
$948,000 0.55% of portfolio
9,935
Q1 2025 Reduced 4.79%
$138B
$930,000 0.54% of portfolio
2,501
Q1 2025 Added 3.05%
$268B
$939,000 0.54% of portfolio
3,502
Q1 2025 Added 3.61%
$404B
$920,000 0.53% of portfolio
5,552
Q1 2025 Added 18.63%
$3.44B
$880,000 0.51% of portfolio
3,055
Q4 2024 Added 1.83%
$0
$808,000 0.47% of portfolio
31,995
Q1 2025 Reduced 40.89%
$0
$818,000 0.47% of portfolio
16,094
Q1 2025 Added 1.57%
$0
$816,000 0.47% of portfolio
27,606
Q1 2025 Reduced 15.77%
$7B
$792,000 0.46% of portfolio
13,392
Q1 2025 New
$233B
$751,000 0.44% of portfolio
12,182
Q1 2025 Added 46.54%
$382B
$706,000 0.41% of portfolio
4,143
Q1 2025 Added 2.14%
$0
$599,000 0.35% of portfolio
26,017
Q1 2025 Reduced 23.66%
$0
$612,000 0.35% of portfolio
25,036
Q4 2024 Added 19.02%
$125B
$597,000 0.35% of portfolio
1,337
Q1 2025 Added 8.61%
$840B
$589,000 0.34% of portfolio
714
Q1 2025 Added 0.71%
$0
$551,000 0.32% of portfolio
3,026
Q4 2024 Reduced 6.17%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $173 Million
  • Prior Value $178 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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