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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44B
$880,000 0.51% of portfolio
3,055
Q4 2024 Added 1.83%
$7B
$792,000 0.46% of portfolio
13,392
Q1 2025 New
$4.21B
$89,000 0.05% of portfolio
10,000
Q4 2021 New
$6.73B
$50,000 0.03% of portfolio
13,343
Q1 2025 Reduced 13.35%

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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