Masso Torrence Wealth Management Inc. Top Holdings and 13F Report (2025) About Masso Torrence Wealth Management Inc.Investment ActivityMasso Torrence Wealth Management Inc. has $187.27 million in total holdings as of December 31, 2024.Masso Torrence Wealth Management Inc. owns shares of 99 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 16.05% of the portfolio was purchased this quarter.About 10.50% of the portfolio was sold this quarter.This quarter, Masso Torrence Wealth Management Inc. has purchased 99 new stocks and bought additional shares in 48 stocks.Masso Torrence Wealth Management Inc. sold shares of 23 stocks and completely divested from 14 stocks this quarter.Largest Holdings NVIDIA $17,232,192Apple $13,147,622Invesco S&P MidCap Quality ETF $11,821,076iShares Core Dividend ETF $10,930,246JPMorgan Equity Premium Income ETF $8,187,475 Largest New Holdings this Quarter 46435U861 - iShares Core Dividend ETF $10,930,246 Holding46138E628 - Invesco KBW Bank ETF $1,762,142 Holding70202L102 - Parsons $792,940 Holding78470P796 - SSGA ACTIVE TR $705,587 Holding78470P770 - SSGA ACTIVE TR $682,466 Holding Largest Purchases this Quarter iShares Core Dividend ETF 225,273 shares (about $10.93M)Accenture 12,354 shares (about $3.85M)Invesco KBW Bank ETF 28,073 shares (about $1.76M)VictoryShares Short-Term Bond ETF 16,759 shares (about $848.84K)Parsons 13,392 shares (about $792.94K) Largest Sales this Quarter Industrial Select Sector SPDR Fund 16,612 shares (about $2.18M)VICTORY PORTFOLIOS II 52,548 shares (about $1.29M)iShares iBonds Dec 2025 Term Corporate ETF 24,898 shares (about $626.18K)iShares iBonds Dec 2029 Term Corporate ETF 24,189 shares (about $559.49K)iShares iBonds Dec 2028 Term Corporate ETF 22,129 shares (about $558.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMasso Torrence Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$17,232,192$4,985 ▼0.0%158,9989.2%Computer and TechnologyAAPLApple$13,147,622$220,352 ▼-1.6%59,1897.0%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$11,821,076$613,707 ▲5.5%129,1506.3%ETFDIVBiShares Core Dividend ETF$10,930,246$10,930,246 ▲New Holding225,2735.8%ETFJEPIJPMorgan Equity Premium Income ETF$8,187,475$684,709 ▲9.1%143,2884.4%ETFQQQInvesco QQQ$7,499,016$464,703 ▼-5.8%15,9924.0%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$7,113,849$406,487 ▼-5.4%89,0793.8%ManufacturingUSTBVictoryShares Short-Term Bond ETF$6,154,767$848,841 ▲16.0%121,5163.3%ETFAMZNAmazon.com$5,983,867$269,598 ▲4.7%31,4513.2%Retail/WholesaleFBNDFidelity Total Bond ETF$5,844,154$253,312 ▲4.5%128,0213.1%ETFVOOVanguard S&P 500 ETF$5,555,885$123,852 ▲2.3%10,8113.0%ETFMSFTMicrosoft$4,892,082$234,994 ▲5.0%13,0322.6%Computer and TechnologyACNAccenture$4,318,010$3,854,943 ▲832.5%13,8382.3%Computer and TechnologyBINCiShares Flexible Income Active ETF$4,164,681$735,729 ▲21.5%79,5092.2%ETFAVGOBroadcom$3,959,027$118,707 ▼-2.9%23,6462.1%Computer and TechnologyGOOGAlphabet$3,819,186$195,443 ▲5.4%24,4462.0%Computer and TechnologyPROSHARES TR$3,489,507$335,858 ▲10.6%89,8201.9%NASDAQ 100 HIGHKCESPDR S&P Capital Markets ETF$3,233,088$739,478 ▲29.7%25,6251.7%ETFJANUS DETROIT STR TR$2,923,957$379,380 ▲14.9%55,8541.6%HENDERSON SECURIXBISPDR S&P Biotech ETF$2,711,742$520,662 ▲23.8%33,4371.4%ETFXLIIndustrial Select Sector SPDR Fund$2,460,861$2,177,354 ▼-46.9%18,7751.3%ETFJPMJPMorgan Chase & Co.$2,290,960$9,077 ▲0.4%9,3391.2%FinancePULSPGIM Ultra Short Bond ETF$2,271,865$351,293 ▲18.3%45,6841.2%ETFABBVAbbVie$1,930,541$4,400 ▼-0.2%9,2141.0%MedicalBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,792,647$97,829 ▲5.8%92,0251.0%ETFKBWBInvesco KBW Bank ETF$1,762,142$1,762,142 ▲New Holding28,0730.9%ManufacturingNFLXNetflix$1,722,3830.0%1,8470.9%Consumer DiscretionaryBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,676,826$115,620 ▲7.4%85,5960.9%ETFTSLATesla$1,524,120$42,502 ▲2.9%5,8810.8%Auto/Tires/TrucksVVisa$1,277,802$18,925 ▼-1.5%3,6460.7%Business ServicesIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,223,271$626,185 ▼-33.9%48,6390.7%ETFMETAMeta Platforms$1,187,737$265,094 ▲28.7%2,0610.6%Computer and TechnologyGSThe Goldman Sachs Group$1,183,386$144,782 ▲13.9%2,1660.6%FinanceWMTWalmart$1,142,685$183,219 ▲19.1%13,0160.6%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$1,036,774$338,385 ▲48.5%5,3710.6%ETFQCOMQUALCOMM$991,021$31,795 ▲3.3%6,4520.5%Computer and TechnologyHMOPHartford Municipal Opportunities ETF$951,253$69,402 ▲7.9%24,7400.5%ETFSHOPShopify$948,594$47,740 ▼-4.8%9,9350.5%Computer and TechnologyCRMSalesforce$939,797$32,740 ▲3.6%3,5020.5%Computer and TechnologySYKStryker$931,038$27,548 ▲3.0%2,5010.5%MedicalJNJJohnson & Johnson$920,716$144,608 ▲18.6%5,5520.5%MedicalMSTRStrategy$880,6650.0%3,0550.5%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$818,380$12,611 ▲1.6%16,0940.4%ETFCWISPDR MSCI ACWI ex-US ETF$816,598$152,872 ▼-15.8%27,6060.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$808,194$558,979 ▼-40.9%31,9950.4%ETFPSNParsons$792,940$792,940 ▲New Holding13,3920.4%Business ServicesCSCOCisco Systems$751,773$238,763 ▲46.5%12,1820.4%Computer and TechnologyPGProcter & Gamble$706,050$14,827 ▲2.1%4,1430.4%Consumer StaplesSSGA ACTIVE TR$705,587$705,587 ▲New Holding28,3710.4%SPDR SSGA MY2028SSGA ACTIVE TR$682,466$682,466 ▲New Holding27,7200.4%SPDR SSGA MY2030SSGA ACTIVE TR$681,237$681,237 ▲New Holding27,5470.4%SPDR SSGA MY2029BSMPInvesco BulletShares 2025 Municipal Bond ETF$612,8810.0%25,0360.3%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$599,692$185,898 ▼-23.7%26,0170.3%ETFLMTLockheed Martin$597,251$47,351 ▲8.6%1,3370.3%AerospaceLLYEli Lilly and Company$589,876$4,131 ▲0.7%7140.3%MedicalVIGVanguard Dividend Appreciation ETF$587,0140.0%3,0260.3%ETFFTNTFortinet$542,040$45,146 ▲9.1%5,6310.3%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$523,895$559,492 ▼-51.6%22,6500.3%ETFBRK.BBerkshire Hathaway$517,135$7,456 ▼-1.4%9710.3%FinanceISHARES BITCOIN TRUST ETF$510,463$18,724 ▲3.8%10,9050.3%SHS BEN INTBSCUInvesco BulletShares 2030 Corporate Bond ETF$506,128$535,758 ▼-51.4%30,5080.3%ManufacturingPEGPublic Service Enterprise Group$494,788$7,654 ▲1.6%6,0120.3%UtilitiesREDDIT INC$494,184$237,389 ▲92.4%4,7110.3%CL AGOOGLAlphabet$485,699$6,804 ▼-1.4%3,1410.3%Computer and TechnologyAMATApplied Materials$482,959$235,530 ▲95.2%3,3280.3%Computer and TechnologyMCDMcDonald's$479,800$50,292 ▲11.7%1,5360.3%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$471,7700.0%9,3180.3%ETFVICTORY PORTFOLIOS II$458,662$1,289,003 ▼-73.8%18,6980.2%VICTORYSHARES SMBXBlackstone$409,666$978 ▲0.2%2,9310.2%FinanceCOSTCostco Wholesale$390,607$390,607 ▲New Holding4130.2%Retail/WholesaleJCPBJPMorgan Core Plus Bond ETF$384,996$47 ▲0.0%8,1840.2%ETFKKRKKR & Co. Inc.$366,721$694 ▲0.2%3,1720.2%FinanceMELIMercadoLibre$341,4020.0%1750.2%Retail/WholesaleTJXTJX Companies$328,373$2,558 ▼-0.8%2,6960.2%Retail/WholesaleMUMicron Technology$322,796$41,707 ▲14.8%3,7150.2%Computer and TechnologyTIDAL ETF TR$318,771$318,771 ▲New Holding17,5390.2%FUNDSTRAT GRANNYRSReliance$303,188$16,459 ▲5.7%1,0500.2%Basic MaterialsJMUBJPMorgan Municipal ETF$300,0000.0%6,0000.2%ETFPCTYPaylocity$290,377$2,810 ▼-1.0%1,5500.2%Computer and TechnologyBSMQInvesco BulletShares 2026 Municipal Bond ETF$282,2100.0%11,9530.2%ETFCEGConstellation Energy$278,653$278,653 ▲New Holding1,3820.1%EnergySBUXStarbucks$272,396$6,768 ▲2.5%2,7770.1%Retail/WholesaleVGTVanguard Information Technology ETF$267,9360.0%4940.1%ETFBACBank of America$267,905$42 ▲0.0%6,4200.1%FinanceIBMInternational Business Machines$251,767$498 ▲0.2%1,0120.1%Computer and TechnologyBPRNPrinceton Bancorp$249,2270.0%8,1580.1%FinanceCVXChevron$220,656$220,656 ▲New Holding1,3190.1%EnergyABTAbbott Laboratories$220,332$220,332 ▲New Holding1,6610.1%MedicalTDToronto-Dominion Bank$219,980$219,980 ▲New Holding3,6700.1%FinancePALANTIR TECHNOLOGIES INC$217,752$177,240 ▼-44.9%2,5800.1%CL AEXCExelon$206,761$206,761 ▲New Holding4,4870.1%UtilitiesBUFRFT Vest Laddered Buffer ETF$205,0690.0%6,9070.1%ETFORCLOracle$201,466$4,893 ▼-2.4%1,4410.1%Computer and TechnologyBDJBlackRock Enhanced Equity Dividend Trust$175,5520.0%20,4130.1%Financial ServicesCRVSCorvus Pharmaceuticals$111,300$15,900 ▲16.7%35,0000.1%MedicalLITHIUM AMERS CORP NEW$51,4900.0%19,0000.0%COM SHSNIONIO$50,837$7,830 ▼-13.3%13,3430.0%Auto/Tires/TrucksGROYGold Royalty$14,400$14,400 ▲New Holding10,0000.0%Basic MaterialsAMRNAmarin$4,4810.0%10,0000.0%MedicalFNDXSchwab Fundamental U.S. Large Company Index ETF$0$9,077,349 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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