Masso Torrence Wealth Management Inc. Portfolio Holdings

Masso Torrence Wealth Management Inc.

  • $200 Million
  • Q2 2025

Masso Torrence Wealth Management Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $200 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $25.4M, Invesco Exchange Traded Fd Tr with a value of $13.2M, Apple Inc. with a value of $12.3M, Ishares Tr U S Divid & Buyback with a value of $11.9M, and J P Morgan Exchange Traded Fd with a value of $8.62M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $173M to 200M.

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

Portfolio value $200 Million
ETFs: $94.8 Million
Technology: $66.1 Million
Consumer Cyclical: $10.4 Million
Communication Services: $9.16 Million
Financial Services: $8.01 Million
Healthcare: $7.2 Million
Consumer Defensive: $2.45 Million
Utilities: $935,000
Other: $994,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$25.4 Million 12.7% of portfolio
160,820
Q2 2025 Added 1.15%
$0
$13.2 Million 6.59% of portfolio
134,117
Q2 2025 Added 3.85%
$3.69T
$12.3 Million 6.15% of portfolio
59,976
Q2 2025 Added 1.33%
$0
$11.9 Million 5.97% of portfolio
237,358
Q2 2025 Added 5.36%
$0
$8.62 Million 4.31% of portfolio
151,684
Q2 2025 Added 5.86%
$0
$8.56 Million 4.28% of portfolio
15,524
Q2 2025 Reduced 2.93%
$0
$7.83 Million 3.91% of portfolio
93,477
Q2 2025 Added 4.94%
$127B
$7.09 Million 3.54% of portfolio
25,714
Q2 2025 Added 8.75%
$3.95T
$6.96 Million 3.48% of portfolio
13,997
Q2 2025 Added 7.4%
$0
$6.68 Million 3.34% of portfolio
131,406
Q2 2025 Added 8.14%
$2.26T
$6.67 Million 3.33% of portfolio
30,380
Q2 2025 Reduced 3.41%
$0
$6.54 Million 3.27% of portfolio
11,522
Q2 2025 Added 6.58%
$0
$6.28 Million 3.14% of portfolio
137,220
Q2 2025 Added 7.19%
$1.24T
$4.31 Million 2.15% of portfolio
24,275
Q2 2025 Reduced 0.7%
$150B
$4.1 Million 2.05% of portfolio
13,734
Q2 2025 Reduced 0.75%
$0
$3.53 Million 1.76% of portfolio
24,442
Q2 2025 Reduced 4.62%
$0
$2.74 Million 1.37% of portfolio
18,550
Q2 2025 Reduced 1.2%
$169B
$2.71 Million 1.35% of portfolio
4,979
Q2 2025 New
$545B
$2.56 Million 1.28% of portfolio
1,913
Q2 2025 Added 3.57%
$0
$2.47 Million 1.23% of portfolio
49,643
Q2 2025 Added 8.67%
$1.08T
$2.07 Million 1.03% of portfolio
6,504
Q2 2025 Added 10.59%
$0
$1.94 Million 0.97% of portfolio
27,103
Q2 2025 Reduced 3.46%
$0
$1.88 Million 0.94% of portfolio
96,317
Q2 2025 Added 4.66%
$0
$1.77 Million 0.89% of portfolio
90,300
Q2 2025 Added 5.5%
$351B
$1.71 Million 0.85% of portfolio
9,198
Q2 2025 Reduced 0.17%
$1.78T
$1.66 Million 0.83% of portfolio
2,247
Q2 2025 Added 9.02%
$254B
$1.57 Million 0.78% of portfolio
2,214
Q2 2025 Added 2.22%
$0
$1.47 Million 0.73% of portfolio
6,451
Q2 2025 Added 20.11%
$551B
$1.33 Million 0.67% of portfolio
3,759
Q2 2025 Added 3.1%
$3.68B
$1.34 Million 0.67% of portfolio
3,310
Q2 2025 Added 8.35%
$0
$1.19 Million 0.6% of portfolio
47,364
Q2 2025 Reduced 2.62%
$281B
$1.2 Million 0.6% of portfolio
12,233
Q2 2025 Reduced 6.02%
$178B
$1.14 Million 0.57% of portfolio
9,913
Q2 2025 Reduced 0.22%
$173B
$1.03 Million 0.52% of portfolio
6,475
Q2 2025 Added 0.36%
$232B
$1.02 Million 0.51% of portfolio
3,751
Q2 2025 Added 7.11%
$0
$1.01 Million 0.5% of portfolio
26,390
Q2 2025 Added 6.67%
$0
$965,000 0.48% of portfolio
29,571
Q2 2025 Added 7.12%
$142B
$910,000 0.45% of portfolio
2,301
Q2 2025 Reduced 8.0%
$0
$875,000 0.44% of portfolio
17,194
Q2 2025 Added 6.83%
$293B
$845,000 0.42% of portfolio
12,184
Q2 2025 Added 0.02%
$452B
$842,000 0.42% of portfolio
5,515
Q2 2025 Reduced 0.67%
$0
$813,000 0.41% of portfolio
31,995
Q1 2025 Reduced 40.89%
$367B
$694,000 0.35% of portfolio
5,095
Q2 2025 Added 97.48%
$368B
$664,000 0.33% of portfolio
4,170
Q2 2025 Added 0.65%
$1.21T
$631,000 0.32% of portfolio
3,581
Q2 2025 Added 14.01%
$162B
$612,000 0.31% of portfolio
3,347
Q2 2025 Added 0.57%
$113B
$624,000 0.31% of portfolio
1,349
Q2 2025 Added 0.9%
$61.9B
$614,000 0.31% of portfolio
5,810
Q2 2025 Added 3.18%
$0
$600,000 0.3% of portfolio
26,017
Q1 2025 Reduced 23.66%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $200 Million
  • Prior Value $173 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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