Masso Torrence Wealth Management Inc. Portfolio Holdings

Masso Torrence Wealth Management Inc.

  • $177 Million
  • Q3 2024

Masso Torrence Wealth Management Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.3M, Apple Inc. with a value of $14.4M, Invesco Exchange Traded Fd Tr with a value of $12.2M, Schwab Fundamental U S Large C with a value of $9.58M, and Invesco Qqq Trust, Series 1 with a value of $8.48M.

Examining the 13F form we can see an increase of $4.38M in the current position value, from $173M to 177M.

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

Portfolio value $177 Million
ETFs: $96 Million
Technology: $51.4 Million
Consumer Cyclical: $8.48 Million
Communication Services: $7.06 Million
Financial Services: $5.6 Million
Healthcare: $4.95 Million
Consumer Defensive: $2.02 Million
Industrials: $686,000
Other: $823,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$354B
$20.3 Million 11.46% of portfolio
167,096
Q3 2024 Reduced 2.06%
$3.62T
$14.4 Million 8.15% of portfolio
61,978
Q3 2024 Reduced 2.51%
$2.06T
$5.66 Million 3.2% of portfolio
30,376
Q3 2024 Reduced 1.53%
$3.09T
$5.22 Million 2.95% of portfolio
12,144
Q3 2024 Reduced 4.0%
$1.06T
$4.01 Million 2.26% of portfolio
23,957
Q3 2024 Reduced 5.05%
$720B
$1.94 Million 1.1% of portfolio
9,219
Q3 2024 Reduced 0.86%
$292B
$1.93 Million 1.09% of portfolio
9,796
Q3 2024 Reduced 1.21%
$1.01T
$1.4 Million 0.79% of portfolio
5,333
Q3 2024 Added 3.65%
$367B
$1.31 Million 0.74% of portfolio
1,844
Q1 2024 Reduced 12.19%
$506B
$995,000 0.56% of portfolio
3,620
Q3 2024 Reduced 1.87%
$203B
$939,000 0.53% of portfolio
1,898
Q3 2024 Reduced 0.42%
$325B
$883,000 0.5% of portfolio
3,227
Q3 2024 Reduced 5.09%
$229B
$840,000 0.47% of portfolio
10,414
Q3 2024 Reduced 0.33%
$1.25T
$807,000 0.46% of portfolio
1,410
Q3 2024 Reduced 1.05%
$403B
$805,000 0.45% of portfolio
4,972
Q3 2024 Reduced 1.6%
$402B
$678,000 0.38% of portfolio
3,921
Q3 2024 Reduced 10.09%
$1.03T
$512,000 0.29% of portfolio
3,089
Q2 2024 Added 30.06%
$223B
$511,000 0.29% of portfolio
1,447
Q3 2024 Added 1.97%
$612B
$439,000 0.25% of portfolio
955
Q2 2024 Added 21.04%
$236B
$426,000 0.24% of portfolio
8,019
Q3 2024 Reduced 3.55%
$215B
$389,000 0.22% of portfolio
1,279
Q3 2024 Reduced 5.4%
$234B
$304,000 0.17% of portfolio
589
Q3 2024 Reduced 7.82%
$375B
$254,000 0.14% of portfolio
6,419
Q3 2024 Reduced 33.61%
$495B
$243,000 0.14% of portfolio
1,427
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $177 Million
  • Prior Value $173 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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