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Masso Torrence Wealth Management Inc.

Portfolio Manager
Masso Torrence Wealth Management Inc.
Performance
+9.56% (2025 Q3)
AUM (13F)
$240.33M
# of Holdings
108
Performance Rank
Allocation (Top 20)
71.04%

Masso Torrence Wealth Management Inc. Holdings Map

Top 50 Masso Torrence Wealth Management Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
12.57%161.9K$30.2M
+0.65%(+1.04K)
2024-Q3: 167.1K shares2024-Q4: 159.0K shares2025-Q1: 159.0K shares2025-Q2: 160.8K shares2025-Q3: 161.9K shares
$27.88(+583.39%)
2025-09-30
AAPL
APPLE INC
6.33%59.8K$15.2M
-0.34%(-204)
2024-Q3: 62.0K shares2024-Q4: 60.2K shares2025-Q1: 59.2K shares2025-Q2: 60.0K shares2025-Q3: 59.8K shares
$160.32(+70.53%)
2025-09-30
XMHQ
INVESCO EXCHANGE TRADED FD T
5.91%135.4K$14.2M
+0.97%(+1.30K)
2024-Q3: 118.8K shares2024-Q4: 122.4K shares2025-Q1: 129.2K shares2025-Q2: 134.1K shares2025-Q3: 135.4K shares
$83.60(+25.24%)
2025-09-30
DIVB
ISHARES TR
5.21%239.5K$12.5M
+0.89%(+2.12K)
2025-Q1: 225.3K shares2025-Q2: 237.4K shares2025-Q3: 239.5K shares
$48.87(+9.95%)
2025-09-30
QQQ
INVESCO QQQ TR
3.86%15.4K$9.3M
-0.55%(-86)
2024-Q3: 17.4K shares2024-Q4: 17.0K shares2025-Q1: 16.0K shares2025-Q2: 15.5K shares2025-Q3: 15.4K shares
$310.16(+101.15%)
2025-09-30
JEPI
J P MORGAN EXCHANGE TRADED F
3.67%154.4K$8.8M
+1.78%(+2.70K)
2024-Q3: 124.9K shares2024-Q4: 131.3K shares2025-Q1: 143.3K shares2025-Q2: 151.7K shares2025-Q3: 154.4K shares
$58.02(-0.01%)
2025-09-30
AVGO
BROADCOM INC
3.58%26.1K$8.6M
+1.37%(+352)
2024-Q3: 26.2K shares2024-Q4: 24.4K shares2025-Q1: 23.6K shares2025-Q2: 25.7K shares2025-Q3: 26.1K shares
$72.62(+384.88%)
2025-09-30
DGRW
WISDOMTREE TR
3.46%93.5K$8.3M
+0.01%(+6)
2024-Q3: 90.6K shares2024-Q4: 94.2K shares2025-Q1: 89.1K shares2025-Q2: 93.5K shares2025-Q3: 93.5K shares
$65.54(+37.94%)
2025-09-30
USTB
VICTORY PORTFOLIOS II
2.96%139.6K$7.1M
+6.21%(+8.16K)
2024-Q3: 89.7K shares2024-Q4: 104.8K shares2025-Q1: 121.5K shares2025-Q2: 131.4K shares2025-Q3: 139.6K shares
$50.43(+0.72%)
2025-09-30
MSFT
MICROSOFT CORP
2.93%13.6K$7.0M
-3.03%(-424)
2024-Q3: 12.1K shares2024-Q4: 12.4K shares2025-Q1: 13.0K shares2025-Q2: 14.0K shares2025-Q3: 13.6K shares
$328.70(+48.38%)
2025-09-30

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