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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$176,000 0.1% of portfolio
20,413
Q2 2024 New
$24.4M
$5,000 0.0% of portfolio
11,750
Q2 2023 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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