Top 50 Masso Torrence Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 12.57% | 161.9K | $30.2M | +0.65%(+1.04K) | $27.88(+583.39%) | 2025-09-30 | |
| AAPL | APPLE INC | 6.33% | 59.8K | $15.2M | -0.34%(-204) | $160.32(+70.53%) | 2025-09-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 5.91% | 135.4K | $14.2M | +0.97%(+1.30K) | $83.60(+25.24%) | 2025-09-30 | |
| DIVB | ISHARES TR | 5.21% | 239.5K | $12.5M | +0.89%(+2.12K) | $48.87(+9.95%) | 2025-09-30 | |
| QQQ | INVESCO QQQ TR | 3.86% | 15.4K | $9.3M | -0.55%(-86) | $310.16(+101.15%) | 2025-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.67% | 154.4K | $8.8M | +1.78%(+2.70K) | $58.02(-0.01%) | 2025-09-30 | |
| AVGO | BROADCOM INC | 3.58% | 26.1K | $8.6M | +1.37%(+352) | $72.62(+384.88%) | 2025-09-30 | |
| DGRW | WISDOMTREE TR | 3.46% | 93.5K | $8.3M | +0.01%(+6) | $65.54(+37.94%) | 2025-09-30 | |
| USTB | VICTORY PORTFOLIOS II | 2.96% | 139.6K | $7.1M | +6.21%(+8.16K) | $50.43(+0.72%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 13.6K | $7.0M | -3.03%(-424) | $328.70(+48.38%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.19% | +105.76% |
| Top 20 Holdings Unweighted | +24.66% | +93.74% |
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