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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 %
Countries:
Masso Torrence Wealth Manageme... Top Holdings of 2025-06-30 View Full List
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
+69.89%
+28.41%
4,204,658.7
Semiconductors
XMHQ
Invesco S&P MidCap Quality ETF
134,117
13,175.7
+3.85%
6.090
+0.23%
0.270
+12.80%
+1.42%
4,940.7
 
AAPL
Apple Inc
59,976
12,305.4
+1.33%
5.690
+0.07%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
DIVB
iShares Core Dividend ETF
237,358
11,943.9
+5.36%
5.520
+0.28%
1.290
+13.35%
+8.25%
940.1
 
JEPI
JPMorgan Equity Premium Income ETF
151,684
8,623.3
+5.86%
3.980
+0.22%
0.020
+8.71%
+3.46%
41,037.7
 
QQQ
INVESCO QQQ Trust
15,524
8,563.8
-2.93%
3.960
-0.12%
0.000
+26.52%
+10.07%
357,775.2
 
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
+13.30%
+5.67%
15,984.8
 
AVGO
Broadcom Inc
25,714
7,088.0
+8.75%
3.280
+0.26%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
MSFT
Microsoft Corp
13,997
6,962.2
+7.40%
3.220
+0.22%
0.000
+38.94%
+21.47%
3,790,969.0
Software
USTB
VICTORY PTF II
131,406
6,678.0
+8.14%
3.090
+0.23%
0.510
+1.61%
+3.31%
1,303.3
 

Masso Torrence Wealth Management Inc.'s Historical Top Holdings Breakdowns

Masso Torrence Wealth Management Inc.'s Top Stock Picks View Full List
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
$86.27
8.11%
Sold Out
0
-33,437
ISRG
Intuitive Surgical Inc
2025-06-30
New Buy
New Buy
+1.25%
451.58 ($522.44) 565.94
$518.62
-0.73%
New holding
4,979
4,979
PSN
Parsons Corp
2025-06-30
Sold Out
Sold Out
-0.42%
58.88 ($65.94) 71.77
$76.21
15.57%
Sold Out
0
-13,392
DIVB
iShares Core Dividend ETF
2025-06-30
Add
Add
+0.28%
42.56 ($47.59) 50.32
$50.68
6.49%
Add 5.36%
237,358
12,085
AVGO
Broadcom Inc
2025-06-30
Add
Add
+0.26%
146.29 ($216.36) 275.65
$283.34
30.96%
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
$148.24
30.91%
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
$99.53
5.47%
Add 3.85%
134,117
4,967
USTB
VICTORY PTF II
2025-06-30
Add
Add
+0.23%
50.21 ($50.53) 50.82
$50.61
0.16%
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
$475.96
10.10%
New holding
958
958
AMD
Advanced Micro Devices Inc
2025-06-30
New Buy
New Buy
+0.23%
78.21 ($108.77) 143.81
$156.99
44.33%
New holding
3,581
3,581

Masso Torrence Wealth Management Inc. Total Holding History ($B)

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Masso Torrence Wealth Management Inc.'s Asset Allocation

To

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

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