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 $240.33 million in total holdings as of December 31, 2024.
Masso Torrence Wealth Management Inc. owns shares of 108 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 5.22% of the portfolio was purchased this quarter.
About 2.41% of the portfolio was sold this quarter.
This quarter, Masso Torrence Wealth Management Inc. has purchased 100 new stocks and bought additional shares in 58 stocks.
Masso Torrence Wealth Management Inc. sold shares of 17 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA: $30,199,799
Apple: $15,219,732
Invesco S&P MidCap Quality ETF: $14,213,142
iShares Core Dividend ETF: $12,512,569
Invesco QQQ: $9,268,764

Largest New Holdings this Quarter

38149W549 - GOLDMAN SACHS ETF TR: $2,283,016 Holding
149123101 - Caterpillar: $656,081 Holding
369550108 - General Dynamics: $570,834 Holding
21873S108 - COREWEAVE INC: $417,393 Holding
053015103 - Automatic Data Processing: $242,138 Holding

Largest Purchases this Quarter

TIDAL TRUST I: 103,816 shares (about $2.59M)
GOLDMAN SACHS ETF TR: 44,875 shares (about $2.28M)
Caterpillar: 1,375 shares (about $656.08K)
General Dynamics: 1,674 shares (about $570.83K)
COREWEAVE INC: 3,050 shares (about $417.39K)

Largest Sales this Quarter

Corvus Pharmaceuticals: 33,000 shares (about $243.21K)
Cisco Systems: 3,311 shares (about $226.54K)
Microsoft: 424 shares (about $219.61K)
Berkshire Hathaway: 342 shares (about $171.94K)
TJX Companies: 1,000 shares (about $144.54K)

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	$30,199,799	$194,043 ▲	0.6%	161,860	12.6%	Computer and Technology
AAPL Apple	$15,219,732	$51,944 ▼	-0.3%	59,772	6.3%	Computer and Technology
XMHQ Invesco S&P MidCap Quality ETF	$14,213,142	$136,238 ▲	1.0%	135,415	5.9%	ETF
DIVB iShares Core Dividend ETF	$12,512,569	$110,613 ▲	0.9%	239,475	5.2%	ETF
QQQ Invesco QQQ	$9,268,764	$51,633 ▼	-0.6%	15,438	3.9%	Finance
JEPI JPMorgan Equity Premium Income ETF	$8,815,434	$154,284 ▲	1.8%	154,386	3.7%	ETF
AVGO Broadcom	$8,599,580	$116,130 ▲	1.4%	26,066	3.6%	Computer and Technology
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$8,316,248	$534 ▲	0.0%	93,483	3.5%	Manufacturing
USTB VictoryShares Short-Term Bond ETF	$7,116,715	$416,333 ▲	6.2%	139,571	3.0%	ETF
MSFT Microsoft	$7,030,165	$219,612 ▼	-3.0%	13,573	2.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$7,016,214	$39,806 ▼	-0.6%	11,457	2.9%	ETF
AMZN Amazon.com	$6,981,887	$311,350 ▲	4.7%	31,798	2.9%	Retail/Wholesale
FBND Fidelity Total Bond ETF	$6,440,847	$95,809 ▲	1.5%	139,292	2.7%	ETF
GOOG Alphabet	$6,158,935	$246,718 ▲	4.2%	25,288	2.6%	Computer and Technology
BINC iShares Flexible Income Active ETF	$4,534,078	$22,946 ▲	0.5%	85,163	1.9%	ETF
PROSHARES TR	$4,390,508	$125,543 ▲	2.9%	99,671	1.8%	NASDAQ 100 HIGH
KCE SPDR S&P Capital Markets ETF	$3,735,305	$611 ▼	0.0%	24,438	1.6%	ETF
ACN Accenture	$3,423,055	$36,250 ▲	1.1%	13,881	1.4%	Computer and Technology
TIDAL TRUST I	$3,390,718	$2,594,362 ▲	325.8%	135,683	1.4%	FUNDSTRAT GRANNY
JANUS DETROIT STR TR	$3,348,834	$138,777 ▲	4.3%	64,068	1.4%	HENDERSON SECURI
JPM JPMorgan Chase & Co.	$3,156,590	$79,175 ▲	2.6%	10,007	1.3%	Finance
TSLA Tesla	$3,121,490	$229,031 ▲	7.9%	7,019	1.3%	Auto/Tires/Trucks
XLI Industrial Select Sector SPDR Fund	$2,783,210	$77,731 ▼	-2.7%	18,046	1.2%	ETF
PULS PGIM Ultra Short Bond ETF	$2,498,626	$24,915 ▲	1.0%	50,143	1.0%	ETF
GOLDMAN SACHS ETF TR	$2,283,016	$2,283,016 ▲	New Holding	44,875	0.9%	MUNI INCOME ETF
NFLX Netflix	$2,249,174	$44,360 ▼	-1.9%	1,876	0.9%	Consumer Discretionary
ABBV AbbVie	$2,167,161	$37,509 ▲	1.8%	9,360	0.9%	Medical
KBWB Invesco KBW Bank ETF	$2,151,122	$31,363 ▲	1.5%	27,504	0.9%	Manufacturing
META Meta Platforms	$1,957,539	$307,655 ▲	18.6%	2,666	0.8%	Computer and Technology
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$1,888,009	$4,049 ▲	0.2%	96,524	0.8%	ETF
QQQM Invesco NASDAQ 100 ETF	$1,849,108	$255,015 ▲	16.0%	7,483	0.8%	ETF
GS The Goldman Sachs Group	$1,836,333	$73,262 ▲	4.2%	2,306	0.8%	Finance
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$1,786,475	$6,662 ▲	0.4%	90,638	0.7%	ETF
SHOPIFY INC	$1,525,036	$51,865 ▲	3.5%	10,262	0.6%	CL A SUB VTG SHS
V Visa	$1,396,290	$113,000 ▲	8.8%	4,090	0.6%	Business Services
WMT Walmart	$1,253,234	$7,524 ▼	-0.6%	12,160	0.5%	Retail/Wholesale
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$1,193,099		0.0%	47,364	0.5%	ETF
QCOM QUALCOMM	$1,082,056	$4,825 ▲	0.4%	6,504	0.5%	Computer and Technology
CWI SPDR MSCI ACWI ex-US ETF	$1,075,043	$42,428 ▲	4.1%	30,786	0.4%	ETF
JNJ Johnson & Johnson	$1,072,455	$49,877 ▲	4.9%	5,784	0.4%	Medical
MSTR Strategy	$1,034,294	$32,221 ▼	-3.0%	3,210	0.4%	Computer and Technology
HMOP Hartford Municipal Opportunities ETF	$1,034,264	$5,846 ▲	0.6%	26,540	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$1,001,668	$72,238 ▲	7.8%	5,491	0.4%	CL A
CRM Salesforce	$915,531	$26,544 ▲	3.0%	3,863	0.4%	Computer and Technology
JMST JPMorgan Ultra-Short Municipal ETF	$909,482	$31,900 ▲	3.6%	17,819	0.4%	ETF
GOOGL Alphabet	$870,591		0.0%	3,581	0.4%	Computer and Technology
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$816,512		0.0%	31,995	0.3%	ETF
SSGA ACTIVE TR	$813,394	$6,736 ▲	0.8%	32,361	0.3%	SPDR SSGA MY2028
SSGA ACTIVE TR	$795,939	$6,692 ▲	0.8%	31,755	0.3%	SPDR SSGA MY2030
SSGA ACTIVE TR	$791,733	$6,723 ▲	0.9%	31,562	0.3%	SPDR SSGA MY2029
SYK Stryker	$736,508	$114,247 ▼	-13.4%	1,992	0.3%	Medical
ISHARES BITCOIN TRUST ETF	$693,225	$9,100 ▲	1.3%	10,665	0.3%	SHS BEN INT
CAT Caterpillar	$656,081	$656,081 ▲	New Holding	1,375	0.3%	Industrials
VIG Vanguard Dividend Appreciation ETF	$636,581	$16,400 ▼	-2.5%	2,950	0.3%	ETF
CSCO Cisco Systems	$607,103	$226,543 ▼	-27.2%	8,873	0.3%	Computer and Technology
MU Micron Technology	$604,025		0.0%	3,610	0.3%	Computer and Technology
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF	$599,952		0.0%	26,017	0.2%	ETF
PG Procter & Gamble	$578,646	$62,075 ▼	-9.7%	3,766	0.2%	Consumer Staples
COST Costco Wholesale	$578,524	$27,769 ▲	5.0%	625	0.2%	Retail/Wholesale
MCD McDonald's	$576,479	$44,064 ▲	8.3%	1,897	0.2%	Retail/Wholesale
LLY Eli Lilly and Company	$575,107	$18,306 ▲	3.3%	754	0.2%	Medical
GD General Dynamics	$570,834	$570,834 ▲	New Holding	1,674	0.2%	Aerospace
AMAT Applied Materials	$549,317	$135,947 ▼	-19.8%	2,683	0.2%	Computer and Technology
PEG Public Service Enterprise Group	$545,661	$28,961 ▲	5.6%	6,538	0.2%	Utilities
MELI MercadoLibre	$542,170	$37,391 ▲	7.4%	232	0.2%	Retail/Wholesale
FTNT Fortinet	$532,395	$43,890 ▲	9.0%	6,332	0.2%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$527,723		0.0%	22,485	0.2%	ETF
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$515,585		0.0%	30,508	0.2%	Manufacturing
BX Blackstone	$511,127	$9,567 ▲	1.9%	2,992	0.2%	Finance
CRWD CrowdStrike	$480,572	$10,788 ▲	2.3%	980	0.2%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$472,702		0.0%	9,318	0.2%	ETF
ORCL Oracle	$438,172	$32,343 ▲	8.0%	1,558	0.2%	Computer and Technology
CEG Constellation Energy	$422,526		0.0%	1,284	0.2%	Energy
COREWEAVE INC	$417,393	$417,393 ▲	New Holding	3,050	0.2%	COM CL A
KKR KKR & Co. Inc.	$405,961		0.0%	3,124	0.2%	Finance
VICTORY PORTFOLIOS II	$400,204		0.0%	13,748	0.2%	VICTORYSHARES SM
JCPB JPMorgan Core Plus Bond ETF	$389,356	$95 ▲	0.0%	8,188	0.2%	ETF
QBTS D-Wave Quantum	$374,357	$127,257 ▲	51.5%	15,150	0.2%	Computer and Technology
VGT Vanguard Information Technology ETF	$368,835		0.0%	494	0.2%	ETF
ABT Abbott Laboratories	$351,592	$90,275 ▲	34.5%	2,625	0.1%	Medical
BAC Bank of America	$332,807	$1,599 ▲	0.5%	6,451	0.1%	Finance
RS Reliance	$322,393	$10,391 ▲	3.3%	1,148	0.1%	Basic Materials
IBM International Business Machines	$319,438	$40,635 ▲	14.6%	1,132	0.1%	Computer and Technology
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$306,015		0.0%	12,953	0.1%	ETF
JMUB JPMorgan Municipal ETF	$302,820		0.0%	6,000	0.1%	ETF
BRK.B Berkshire Hathaway	$301,141	$171,937 ▼	-36.3%	599	0.1%	Finance
TD Toronto Dominion Bank	$289,659		0.0%	3,623	0.1%	Finance
SBUX Starbucks	$271,820	$34,855 ▲	14.7%	3,213	0.1%	Retail/Wholesale
BSMP Invesco BulletShares 2025 Municipal Bond ETF	$271,614		0.0%	11,075	0.1%	ETF
NET Cloudflare	$269,525	$16,094 ▲	6.4%	1,256	0.1%	Computer and Technology
CIRCLE INTERNET GROUP INC	$265,160	$86,177 ▲	48.1%	2,000	0.1%	COM CL A
BPRN Princeton Bancorp	$259,751		0.0%	8,158	0.1%	Finance
MS Morgan Stanley	$254,495		0.0%	1,601	0.1%	Finance
BUFR FT Vest Laddered Buffer ETF	$251,385	$5,848 ▲	2.4%	7,522	0.1%	ETF
TJX TJX Companies	$245,140	$144,540 ▼	-37.1%	1,696	0.1%	Retail/Wholesale
ADP Automatic Data Processing	$242,138	$242,138 ▲	New Holding	825	0.1%	Computer and Technology
NOW ServiceNow	$223,628	$22,087 ▲	11.0%	243	0.1%	Computer and Technology
CVX Chevron	$219,114	$219,114 ▲	New Holding	1,411	0.1%	Energy
UNH UnitedHealth Group	$216,613	$216,613 ▲	New Holding	627	0.1%	Medical
TDIV First Trust NASDAQ Technology Dividend Index Fund	$209,011	$209,011 ▲	New Holding	2,120	0.1%	Manufacturing

Showing largest 100 holdings. View all holdings.

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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

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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