Masso Torrence Wealth Management Inc. Portfolio Holdings

Masso Torrence Wealth Management Inc.

  • $178 Million
  • Q4 2024

Masso Torrence Wealth Management Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $178 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 $21.4M, Apple Inc. with a value of $15.1M, Invesco Exchange Traded Fd Tr with a value of $12.1M, Schwab Fundamental U S Large C with a value of $9.08M, and Invesco Qqq Trust, Series 1 with a value of $8.68M.

Examining the 13F form we can see an increase of $587K in the current position value, from $177M to 178M.

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

Portfolio value $178 Million
ETFs: $89.4 Million
Technology: $55.9 Million
Consumer Cyclical: $10.5 Million
Communication Services: $8.06 Million
Financial Services: $6.56 Million
Healthcare: $4.12 Million
Consumer Defensive: $1.67 Million
Industrials: $598,000
Other: $767,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$21.4 Million 12.02% of portfolio
159,044
Q4 2024 Reduced 4.82%
$3.57T
$15.1 Million 8.48% of portfolio
60,181
Q4 2024 Reduced 2.9%
$0
$12.1 Million 6.79% of portfolio
122,445
Q4 2024 Added 3.1%
$0
$9.08 Million 5.11% of portfolio
383,334
Q4 2024 Added 187.06%
$0
$8.68 Million 4.89% of portfolio
16,983
Q4 2024 Reduced 2.28%
$0
$7.62 Million 4.29% of portfolio
94,169
Q4 2024 Added 3.92%
$0
$7.55 Million 4.25% of portfolio
131,305
Q4 2024 Added 5.1%
$1.94T
$6.59 Million 3.71% of portfolio
30,034
Q4 2024 Reduced 1.13%
$0
$5.7 Million 3.21% of portfolio
10,570
Q4 2024 Reduced 10.22%
$67.8B
$5.65 Million 3.18% of portfolio
24,355
Q4 2024 Reduced 7.0%
$0
$5.5 Million 3.09% of portfolio
122,472
Q4 2024 Added 3.59%
$0
$5.26 Million 2.96% of portfolio
104,757
Q4 2024 Added 16.74%
$2.8T
$5.23 Million 2.94% of portfolio
12,406
Q4 2024 Added 2.16%
$0
$4.66 Million 2.62% of portfolio
35,387
Q4 2024 Added 4.86%
$951B
$4.42 Million 2.49% of portfolio
23,195
Q4 2024 Reduced 3.18%
$0
$2.72 Million 1.53% of portfolio
19,764
Q4 2024 Added 11.56%
$818B
$2.31 Million 1.3% of portfolio
5,717
Q4 2024 Added 7.2%
$720B
$2.23 Million 1.25% of portfolio
9,302
Q4 2024 Added 0.9%
$0
$1.91 Million 1.08% of portfolio
38,620
Q4 2024 Added 17.83%
$0
$1.84 Million 1.04% of portfolio
73,537
Q4 2024 Added 5.8%
$0
$1.69 Million 0.95% of portfolio
87,003
Q4 2024 Added 10.16%
$415B
$1.65 Million 0.93% of portfolio
1,847
Q4 2024 Added 0.16%
$370B
$1.64 Million 0.92% of portfolio
9,235
Q4 2024 Reduced 5.73%
$0
$1.55 Million 0.87% of portfolio
79,694
Q4 2024 Added 15.21%
$0
$1.35 Million 0.76% of portfolio
54,124
Q4 2024 Added 18.06%
$573B
$1.17 Million 0.66% of portfolio
3,700
Q4 2024 Added 2.21%
$268B
$1.13 Million 0.64% of portfolio
3,380
Q4 2024 Added 4.74%
$115B
$1.11 Million 0.62% of portfolio
10,435
Q4 2024 Reduced 1.79%
$186B
$1.09 Million 0.61% of portfolio
1,901
Q4 2024 Added 0.16%
$0
$1.07 Million 0.6% of portfolio
46,839
Q4 2024 Added 23.74%
$0
$1.03 Million 0.58% of portfolio
62,802
Q4 2024 Added 32.2%
$238B
$987,000 0.56% of portfolio
10,929
Q4 2024 Added 4.95%
$173B
$959,000 0.54% of portfolio
6,245
Q4 2024 Reduced 0.87%
$1.3T
$944,000 0.53% of portfolio
1,601
Q4 2024 Added 13.55%
$0
$915,000 0.52% of portfolio
32,774
Q4 2024 Reduced 7.17%
$0
$886,000 0.5% of portfolio
22,935
Q4 2024 Reduced 4.38%
$2.7B
$884,000 0.5% of portfolio
3,055
Q4 2024 Added 1.83%
$141B
$873,000 0.49% of portfolio
2,427
Q4 2024 New
$0
$803,000 0.45% of portfolio
15,846
Q4 2024 Added 8.19%
$0
$786,000 0.44% of portfolio
34,082
Q4 2024 Reduced 4.8%
$0
$761,000 0.43% of portfolio
3,618
Q4 2024 Added 181.12%
$404B
$679,000 0.38% of portfolio
4,056
Q4 2024 Added 3.44%
$434B
$676,000 0.38% of portfolio
4,680
Q4 2024 Reduced 5.87%
$0
$613,000 0.35% of portfolio
25,036
Q4 2024 Added 19.02%
$922B
$602,000 0.34% of portfolio
3,185
Q4 2024 Added 3.11%
$117B
$598,000 0.34% of portfolio
1,231
Q4 2024 Added 4.77%
$0
$551,000 0.31% of portfolio
3,026
Q4 2024 Reduced 6.17%
$785B
$547,000 0.31% of portfolio
709
Q4 2024 Added 0.85%
$197B
$522,000 0.29% of portfolio
1,484
Q4 2024 Added 2.56%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $178 Million
  • Prior Value $177 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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