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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$394B
$17.2 Million 9.99% of portfolio
158,998
Q1 2025 Reduced 0.03%
$3.37T
$13.1 Million 7.62% of portfolio
59,189
Q1 2025 Reduced 1.65%
$2.28T
$5.98 Million 3.47% of portfolio
31,451
Q1 2025 Added 4.72%
$3.71T
$4.89 Million 2.84% of portfolio
13,032
Q1 2025 Added 5.05%
$189B
$4.32 Million 2.5% of portfolio
13,838
Q1 2025 Added 832.48%
$111B
$3.96 Million 2.29% of portfolio
23,646
Q1 2025 Reduced 2.91%
$1.08T
$3.82 Million 2.21% of portfolio
24,446
Q1 2025 Added 5.39%
$856B
$2.29 Million 1.33% of portfolio
9,339
Q1 2025 Added 0.4%
$332B
$1.93 Million 1.12% of portfolio
9,214
Q1 2025 Reduced 0.23%
$574B
$1.72 Million 1.0% of portfolio
1,847
Q4 2024 Added 0.16%
$928B
$1.52 Million 0.88% of portfolio
5,881
Q1 2025 Added 2.87%
$583B
$1.28 Million 0.74% of portfolio
3,646
Q1 2025 Reduced 1.46%
$243B
$1.18 Million 0.69% of portfolio
2,166
Q1 2025 Added 13.94%
$1.62T
$1.19 Million 0.69% of portfolio
2,061
Q1 2025 Added 28.73%
$270B
$1.14 Million 0.66% of portfolio
13,016
Q1 2025 Added 19.1%
$178B
$991,000 0.57% of portfolio
6,452
Q1 2025 Added 3.31%
$148B
$930,000 0.54% of portfolio
2,501
Q1 2025 Added 3.05%
$270B
$939,000 0.54% of portfolio
3,502
Q1 2025 Added 3.61%
$406B
$920,000 0.53% of portfolio
5,552
Q1 2025 Added 18.63%
$3.7B
$880,000 0.51% of portfolio
3,055
Q4 2024 Added 1.83%
$7.7B
$792,000 0.46% of portfolio
13,392
Q1 2025 New
$283B
$751,000 0.44% of portfolio
12,182
Q1 2025 Added 46.54%
$380B
$706,000 0.41% of portfolio
4,143
Q1 2025 Added 2.14%
$123B
$597,000 0.35% of portfolio
1,337
Q1 2025 Added 8.61%
$734B
$589,000 0.34% of portfolio
714
Q1 2025 Added 0.71%
$84.1B
$542,000 0.31% of portfolio
5,631
Q1 2025 Added 9.09%
$631B
$517,000 0.3% of portfolio
971
Q1 2025 Reduced 1.42%
$41.1B
$494,000 0.29% of portfolio
6,012
Q1 2025 Added 1.57%
$216B
$479,000 0.28% of portfolio
1,536
Q1 2025 Added 11.71%
$1.07T
$485,000 0.28% of portfolio
3,141
Q1 2025 Reduced 1.38%
$164B
$482,000 0.28% of portfolio
3,328
Q1 2025 Added 95.19%
$108B
$409,000 0.24% of portfolio
2,931
Q1 2025 Added 0.24%
$439B
$390,000 0.23% of portfolio
413
Q1 2025 New
$117B
$366,000 0.21% of portfolio
3,172
Q1 2025 Added 0.19%
$126B
$341,000 0.2% of portfolio
175
Q3 2024 Reduced 2.23%
$130B
$322,000 0.19% of portfolio
3,715
Q1 2025 Added 14.84%
$145B
$328,000 0.19% of portfolio
2,696
Q1 2025 Reduced 0.77%
$19.1B
$303,000 0.18% of portfolio
1,050
Q1 2025 Added 5.74%
$10.2B
$290,000 0.17% of portfolio
1,550
Q1 2025 Reduced 0.96%
$108B
$272,000 0.16% of portfolio
2,777
Q1 2025 Added 2.55%
$102B
$278,000 0.16% of portfolio
1,382
Q1 2025 New
$262B
$251,000 0.15% of portfolio
1,012
Q1 2025 Added 0.2%
$390B
$267,000 0.15% of portfolio
6,420
Q1 2025 Added 0.02%
$234B
$220,000 0.13% of portfolio
1,661
Q1 2025 New
$273B
$217,000 0.13% of portfolio
2,580
Q1 2025 Reduced 44.87%
$134B
$219,000 0.13% of portfolio
3,670
Q1 2025 New
$289B
$220,000 0.13% of portfolio
1,319
Q1 2025 New
$42.9B
$206,000 0.12% of portfolio
4,487
Q1 2025 New
$626B
$201,000 0.12% of portfolio
1,441
Q1 2025 Reduced 2.37%

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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