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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.2B
$231,000 0.12% of portfolio
1,181
Q2 2025 New
$241B
$225,000 0.11% of portfolio
1,601
Q2 2025 New
$201B
$225,000 0.11% of portfolio
219
Q2 2025 New
$214M
$200,000 0.1% of portfolio
50,000
Q2 2025 Added 42.86%
$0
$181,000 0.09% of portfolio
20,413
Q2 2024 New
$1.94B
$146,000 0.07% of portfolio
10,000
Q2 2025 New
$8.07B
$45,000 0.02% of portfolio
13,343
Q1 2025 Reduced 13.35%
$361M
$22,000 0.01% of portfolio
10,000
Q1 2025 New

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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