Masso Torrence Wealth Management Inc. has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $173 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $21.1M, Apple Inc. with a value of $13.4M, Invesco Exchange Traded Fd Tr with a value of $11.4M, Schwab Fundamental U S Large C with a value of $9.02M, and Invesco Qqq Trust, Series 1 with a value of $8.56M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $161M 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: $92.4 Million
Technology: $50.9 Million
Consumer Cyclical: $8.5 Million
Communication Services: $7.64 Million
Financial Services: $5.34 Million
Healthcare: $4.81 Million
Consumer Defensive: $1.8 Million
Industrials: $556,000
Other: $743,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $173 Million
  • Prior Value $161 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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