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Masso Torrence Wealth Management Inc.13F | |
| Masso Torrence Wealth Management Inc. | |
| Last update 2025-07-14 | 100 Stocks (8 new) |
| Value $216.00 Mil | Turnover 6 % |
Masso Torrence Wealth Manageme... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 160,820 | 25,408.0 | +1.15% | 11.740 | +0.13% | 0.000 | +68.90% | +24.39% | 4,072,965.9 | Semiconductors | |
XMHQ | Invesco S&P MidCap Quality ETF | 134,117 | 13,175.7 | +3.85% | 6.090 | +0.23% | 0.270 | +15.17% | +3.36% | 4,994.4 | ||
AAPL | Apple Inc | 59,976 | 12,305.4 | +1.33% | 5.690 | +0.07% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
DIVB | iShares Core Dividend ETF | 237,358 | 11,943.9 | +5.36% | 5.520 | +0.28% | 1.290 | +13.76% | +9.10% | 957.7 | ||
JEPI | JPMorgan Equity Premium Income ETF | 151,684 | 8,623.3 | +5.86% | 3.980 | +0.22% | 0.020 | +8.92% | +3.79% | 41,268.0 | ||
QQQ | INVESCO QQQ Trust | 15,524 | 8,563.8 | -2.93% | 3.960 | -0.12% | 0.000 | +26.41% | +10.07% | 357,846.7 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 93,477 | 7,827.8 | +4.94% | 3.620 | +0.17% | 0.050 | +13.32% | +5.89% | 16,018.7 | ||
AVGO | Broadcom Inc | 25,714 | 7,088.0 | +8.75% | 3.280 | +0.26% | 0.000 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
MSFT | Microsoft Corp | 13,997 | 6,962.2 | +7.40% | 3.220 | +0.22% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
USTB | VICTORY PTF II | 131,406 | 6,678.0 | +8.14% | 3.090 | +0.23% | 0.510 | +1.77% | +3.45% | 1,312.7 |
Masso Torrence Wealth Management Inc.'s Historical Top Holdings Breakdowns
Masso Torrence Wealth Management Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XBI | SPDR Biotech ETF | 2025-06-30 | Sold Out Sold Out | -1.45% | 69.8 ($79.8) 85.28 | $86.73 | 8.68% | Sold Out | 0 | -33,437 | |
ISRG | Intuitive Surgical Inc | 2025-06-30 | New Buy New Buy | +1.25% | 451.58 ($522.44) 565.94 | $511.00 | -2.19% | New holding | 4,979 | 4,979 | |
PSN | Parsons Corp | 2025-06-30 | Sold Out Sold Out | -0.42% | 58.88 ($65.94) 71.77 | $75.00 | 13.74% | Sold Out | 0 | -13,392 | |
DIVB | iShares Core Dividend ETF | 2025-06-30 | Add Add | +0.28% | 42.56 ($47.59) 50.32 | $51.08 | 7.33% | Add 5.36% | 237,358 | 12,085 | |
AVGO | Broadcom Inc | 2025-06-30 | Add Add | +0.26% | 146.29 ($216.36) 275.65 | $278.59 | 28.76% | Add 8.75% | 25,714 | 2,068 | |
RDDT | Reddit Inc | 2025-06-30 | Sold Out Sold Out | -0.26% | 86.91 ($113.24) 150.57 | $145.80 | 28.75% | Sold Out | 0 | -4,711 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-06-30 | Add Add | +0.23% | 82.17 ($94.37) 99.96 | $101.43 | 7.48% | Add 3.85% | 134,117 | 4,967 | |
USTB | VICTORY PTF II | 2025-06-30 | Add Add | +0.23% | 50.21 ($50.53) 50.82 | $50.68 | 0.30% | Add 8.14% | 131,406 | 9,890 | |
CRWD | CrowdStrike Holdings Inc | 2025-06-30 | New Buy New Buy | +0.23% | 321.63 ($432.29) 509.31 | $471.23 | 9.01% | New holding | 958 | 958 | |
AMD | Advanced Micro Devices Inc | 2025-06-30 | New Buy New Buy | +0.23% | 78.21 ($108.77) 143.81 | $154.72 | 42.25% | New holding | 3,581 | 3,581 |
Masso Torrence Wealth Management Inc. Total Holding History ($B)
Masso Torrence Wealth Management Inc.'s Asset Allocation
Masso Torrence Wealth Management Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Masso Torrence Wealth Management Inc.'s Hypothetical Growth since 2025-06-30
Masso Torrence Wealth Management Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Masso Torrence Wealth Management Inc.'s Holdings Heat Map
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Masso Torrence Wealth Management Inc.'s Holdings Bubble Chart
Masso Torrence Wealth Management Inc. News
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