Masso Torrence Wealth Management Inc. Top Holdings and 13F Report (2025)

About Masso Torrence Wealth Management Inc.

Investment Activity

Masso Torrence Wealth Management Inc. has $190.31 million in total holdings as of December 31, 2024.
Masso Torrence Wealth Management Inc. owns shares of 99 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 9.90% of the portfolio was purchased this quarter.
About 7.78% of the portfolio was sold this quarter.
This quarter, Masso Torrence Wealth Management Inc. has purchased 93 new stocks and bought additional shares in 51 stocks.
Masso Torrence Wealth Management Inc. sold shares of 26 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

NVIDIA: $21,358,004
Apple: $15,070,521
Invesco S&P MidCap Quality ETF: $12,057,182
Schwab Fundamental U.S. Large Company Index ETF: $9,077,349
Invesco QQQ: $8,682,271

Largest New Holdings this Quarter

PROSHARES TR: $3,465,361 Holding
Stryker: $873,841 Holding
REDDIT INC: $400,101 Holding
JPMorgan Core Plus Bond ETF: $376,970 Holding
PALANTIR TECHNOLOGIES INC: $353,948 Holding

Largest Purchases this Quarter

Schwab Fundamental U.S. Large Company Index ETF: 249,798 shares (about $5.92M)
PROSHARES TR: 81,175 shares (about $3.47M)
Stryker: 2,427 shares (about $873.84K)
VictoryShares Short-Term Bond ETF: 15,021 shares (about $754.06K)
Invesco NASDAQ 100 ETF: 2,331 shares (about $490.60K)

Largest Sales this Quarter

JPMorgan Nasdaq Equity Premium Income ETF: 57,366 shares (about $3.23M)
NVIDIA: 8,052 shares (about $1.08M)
Vanguard S&P 500 ETF: 1,203 shares (about $648.17K)
Apple: 1,797 shares (about $450.00K)
Broadcom: 1,834 shares (about $425.19K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$21,358,004	$1,081,302 ▼	-4.8%	159,044	11.2%	Computer and Technology
AAPL Apple	$15,070,521	$450,005 ▼	-2.9%	60,181	7.9%	Computer and Technology
XMHQ Invesco S&P MidCap Quality ETF	$12,057,182	$362,764 ▲	3.1%	122,445	6.3%	ETF
FNDX Schwab Fundamental U.S. Large Company Index ETF	$9,077,349	$5,915,217 ▲	187.1%	383,334	4.8%	ETF
QQQ Invesco QQQ	$8,682,271	$202,448 ▼	-2.3%	16,983	4.6%	Finance
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$7,621,097	$287,221 ▲	3.9%	94,169	4.0%	Manufacturing
JEPI JPMorgan Equity Premium Income ETF	$7,553,959	$366,350 ▲	5.1%	131,305	4.0%	ETF
AMZN Amazon.com	$6,589,159	$75,031 ▼	-1.1%	30,034	3.5%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$5,695,061	$648,170 ▼	-10.2%	10,570	3.0%	ETF
AVGO Broadcom	$5,646,414	$425,191 ▼	-7.0%	24,355	3.0%	Computer and Technology
FBND Fidelity Total Bond ETF	$5,495,318	$190,697 ▲	3.6%	122,472	2.9%	ETF
USTB VictoryShares Short-Term Bond ETF	$5,258,821	$754,057 ▲	16.7%	104,757	2.8%	ETF
MSFT Microsoft	$5,228,979	$110,430 ▲	2.2%	12,406	2.7%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$4,662,591	$215,955 ▲	4.9%	35,387	2.4%	ETF
GOOG Alphabet	$4,417,173	$145,113 ▼	-3.2%	23,195	2.3%	Computer and Technology
PROSHARES TR	$3,465,361	$3,465,361 ▲	New Holding	81,175	1.8%	NASDAQ 100 HIGH
BINC iShares Flexible Income Active ETF	$3,405,385	$151,794 ▲	4.7%	65,463	1.8%	ETF
KCE SPDR S&P Capital Markets ETF	$2,721,551	$282,015 ▲	11.6%	19,764	1.4%	ETF
JANUS DETROIT STR TR	$2,518,329	$252,677 ▲	11.2%	48,607	1.3%	HENDERSON SECURI
XBI SPDR S&P Biotech ETF	$2,433,152	$71,688 ▲	3.0%	27,017	1.3%	ETF
TSLA Tesla	$2,308,753	$155,075 ▲	7.2%	5,717	1.2%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$2,229,674	$19,895 ▲	0.9%	9,302	1.2%	Finance
PULS PGIM Ultra Short Bond ETF	$1,913,621	$289,620 ▲	17.8%	38,620	1.0%	ETF
VICTORY PORTFOLIOS II	$1,899,418	$91,284 ▲	5.0%	71,246	1.0%	VICTORYSHARES SM
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$1,842,095	$100,951 ▲	5.8%	73,537	1.0%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$1,690,468	$155,945 ▲	10.2%	87,003	0.9%	ETF
NFLX Netflix	$1,646,268	$2,674 ▲	0.2%	1,847	0.9%	Consumer Discretionary
ABBV AbbVie	$1,641,142	$99,695 ▼	-5.7%	9,235	0.9%	Medical
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$1,552,439	$204,910 ▲	15.2%	79,694	0.8%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,347,688	$206,197 ▲	18.1%	54,124	0.7%	ETF
V Visa	$1,169,207	$25,280 ▲	2.2%	3,700	0.6%	Business Services
CRM Salesforce	$1,130,035	$51,152 ▲	4.7%	3,380	0.6%	Computer and Technology
SHOP Shopify	$1,109,554	$20,203 ▼	-1.8%	10,435	0.6%	Computer and Technology
GS The Goldman Sachs Group	$1,088,440	$1,718 ▲	0.2%	1,901	0.6%	Finance
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$1,067,929	$204,881 ▲	23.7%	46,839	0.6%	ETF
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$1,028,069	$250,412 ▲	32.2%	62,802	0.5%	Manufacturing
WMT Walmart	$987,443	$46,531 ▲	4.9%	10,929	0.5%	Retail/Wholesale
QCOM QUALCOMM	$959,388	$8,449 ▼	-0.9%	6,245	0.5%	Computer and Technology
META Meta Platforms	$937,597	$111,856 ▲	13.5%	1,601	0.5%	Computer and Technology
CWI SPDR MSCI ACWI ex-US ETF	$915,718	$70,689 ▼	-7.2%	32,774	0.5%	ETF
HMOP Hartford Municipal Opportunities ETF	$886,667	$40,593 ▼	-4.4%	22,935	0.5%	ETF
MSTR MicroStrategy	$884,789	$15,929 ▲	1.8%	3,055	0.5%	Computer and Technology
SYK Stryker	$873,841	$873,841 ▲	New Holding	2,427	0.5%	Medical
JMST JPMorgan Ultra-Short Municipal ETF	$803,551	$60,852 ▲	8.2%	15,846	0.4%	ETF
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF	$786,272	$39,680 ▼	-4.8%	34,082	0.4%	ETF
QQQM Invesco NASDAQ 100 ETF	$761,466	$490,596 ▲	181.1%	3,618	0.4%	ETF
PG Procter & Gamble	$679,988	$22,633 ▲	3.4%	4,056	0.4%	Consumer Staples
JNJ Johnson & Johnson	$676,756	$42,225 ▼	-5.9%	4,680	0.4%	Medical
BSMP Invesco BulletShares 2025 Municipal Bond ETF	$613,632	$98,040 ▲	19.0%	25,036	0.3%	ETF
GOOGL Alphabet	$602,848	$18,171 ▲	3.1%	3,185	0.3%	Computer and Technology
LMT Lockheed Martin	$598,192	$27,213 ▲	4.8%	1,231	0.3%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$592,582	$38,970 ▼	-6.2%	3,026	0.3%	ETF
ISHARES BITCOIN TRUST ETF	$557,290	$26,843 ▲	5.1%	10,505	0.3%	SHS BEN INT
LLY Eli Lilly and Company	$546,995	$4,629 ▲	0.9%	709	0.3%	Medical
ACN Accenture	$522,056	$13,016 ▲	2.6%	1,484	0.3%	Computer and Technology
BX Blackstone	$504,078	$4,482 ▲	0.9%	2,924	0.3%	Finance
PEG Public Service Enterprise Group	$500,096	$5,745 ▲	1.2%	5,919	0.3%	Utilities
CSCO Cisco Systems	$492,158	$17,406 ▲	3.7%	8,313	0.3%	Computer and Technology
FTNT Fortinet	$487,706	$8,314 ▲	1.7%	5,162	0.3%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$469,348	$37,778 ▼	-7.4%	9,318	0.2%	ETF
KKR KKR & Co. Inc.	$468,302	$148 ▲	0.0%	3,166	0.2%	Finance
CRWD CrowdStrike	$464,995	$10,265 ▼	-2.2%	1,359	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$446,481	$13,598 ▲	3.1%	985	0.2%	Finance
VZ Verizon Communications	$403,153	$19,196 ▲	5.0%	10,081	0.2%	Computer and Technology
REDDIT INC	$400,101	$400,101 ▲	New Holding	2,448	0.2%	CL A
MCD McDonald's	$398,599	$27,829 ▲	7.5%	1,375	0.2%	Retail/Wholesale
JCPB JPMorgan Core Plus Bond ETF	$376,970	$376,970 ▲	New Holding	8,183	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$353,948	$353,948 ▲	New Holding	4,680	0.2%	CL A
TJX TJX Companies	$328,241		0.0%	2,717	0.2%	Retail/Wholesale
PCTY Paylocity	$312,171	$8,178 ▲	2.7%	1,565	0.2%	Computer and Technology
VGT Vanguard Information Technology ETF	$307,169		0.0%	494	0.2%	ETF
JMUB JPMorgan Municipal ETF	$300,900	$300,900 ▲	New Holding	6,000	0.2%	ETF
MELI MercadoLibre	$297,577		0.0%	175	0.2%	Retail/Wholesale
BAC Bank of America	$282,128		0.0%	6,419	0.1%	Finance
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$281,732		0.0%	11,953	0.1%	ETF
BPRN Princeton Bancorp	$280,880	$207 ▼	-0.1%	8,158	0.1%	Finance
TDIV First Trust NASDAQ Technology Dividend Index Fund	$278,925	$10,827 ▼	-3.7%	3,555	0.1%	Manufacturing
AMAT Applied Materials	$277,284	$813 ▼	-0.3%	1,705	0.1%	Computer and Technology
MU Micron Technology	$272,258	$2,104 ▼	-0.8%	3,235	0.1%	Computer and Technology
RS Reliance	$267,375	$9,963 ▼	-3.6%	993	0.1%	Basic Materials
HOOD Robinhood Markets	$264,173	$264,173 ▲	New Holding	7,090	0.1%	Finance
GME GameStop	$250,720	$250,720 ▲	New Holding	8,000	0.1%	Consumer Discretionary
ADBE Adobe	$249,465	$12,451 ▼	-4.8%	561	0.1%	Computer and Technology
SBUX Starbucks	$247,105	$7,665 ▲	3.2%	2,708	0.1%	Retail/Wholesale
ORCL Oracle	$245,961	$8,165 ▲	3.4%	1,476	0.1%	Computer and Technology
PFE Pfizer	$227,707	$160,772 ▼	-41.4%	8,583	0.1%	Medical
IBM International Business Machines	$221,960	$9,230 ▲	4.3%	1,010	0.1%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$220,164	$3,234,297 ▼	-93.6%	3,905	0.1%	ETF
NOW ServiceNow	$210,964	$210,964 ▲	New Holding	199	0.1%	Computer and Technology
BUFR FT Vest Laddered Buffer ETF	$210,456	$7,617 ▼	-3.5%	6,907	0.1%	ETF
MS Morgan Stanley	$201,278	$201,278 ▲	New Holding	1,601	0.1%	Finance
BDJ BlackRock Enhanced Equity Dividend Trust	$169,020		0.0%	20,413	0.1%	Financial Services
CRVS Corvus Pharmaceuticals	$160,500	$107,000 ▲	200.0%	30,000	0.1%	Medical
RGTI Rigetti Computing	$152,600	$152,600 ▲	New Holding	10,000	0.1%	Computer and Technology
NIO NIO	$67,135		0.0%	15,398	0.0%	Auto/Tires/Trucks
LITHIUM AMERS CORP NEW	$56,430		0.0%	19,000	0.0%	COM SHS
GLOBALSTAR INC	$51,750	$51,750 ▲	New Holding	25,000	0.0%	COM
BB BlackBerry	$37,800	$37,800 ▲	New Holding	10,000	0.0%	Computer and Technology
AMRN Amarin	$4,850		0.0%	10,000	0.0%	Medical
XLV Health Care Select Sector SPDR Fund	$0	$4,771,266 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Masso Torrence Wealth Management Inc. Top Holdings and 13F Report (2025)

About Masso Torrence Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Masso Torrence Wealth Management Inc. Top Holdings and 13F Report (2025)

About Masso Torrence Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMasso Torrence Wealth Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools