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 $216.42 million in total holdings as of December 31, 2024.
Masso Torrence Wealth Management Inc. owns shares of 100 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 6.28% of the portfolio was purchased this quarter.
About 2.81% of the portfolio was sold this quarter.
This quarter, Masso Torrence Wealth Management Inc. has purchased 99 new stocks and bought additional shares in 56 stocks.
Masso Torrence Wealth Management Inc. sold shares of 23 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

NVIDIA: $25,407,958
Invesco S&P MidCap Quality ETF: $13,175,677
Apple: $12,305,360
iShares Core Dividend ETF: $11,943,855
JPMorgan Equity Premium Income ETF: $8,623,249

Largest New Holdings this Quarter

46120E602 - Intuitive Surgical: $2,705,638 Holding
007903107 - Advanced Micro Devices: $508,144 Holding
22788C105 - CrowdStrike: $487,919 Holding
172573107 - CIRCLE INTERNET GROUP INC: $244,742 Holding
18915M107 - Cloudflare: $231,275 Holding

Largest Purchases this Quarter

Intuitive Surgical: 4,979 shares (about $2.71M)
iShares Core Dividend ETF: 12,085 shares (about $608.12K)
Broadcom: 2,068 shares (about $570.04K)
Advanced Micro Devices: 3,581 shares (about $508.14K)
VictoryShares Short-Term Bond ETF: 9,890 shares (about $502.61K)

Largest Sales this Quarter

Invesco BulletShares 2025 Municipal Bond ETF: 13,961 shares (about $342.60K)
Invesco QQQ: 468 shares (about $258.17K)
Amazon.com: 1,071 shares (about $234.97K)
SPDR S&P Capital Markets ETF: 1,183 shares (about $171.45K)
VICTORY PORTFOLIOS II: 4,950 shares (about $129.74K)

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	$25,407,958	$287,858 ▲	1.1%	160,820	11.7%	Computer and Technology
XMHQ Invesco S&P MidCap Quality ETF	$13,175,677	$487,959 ▲	3.8%	134,117	6.1%	ETF
AAPL Apple	$12,305,360	$161,470 ▲	1.3%	59,976	5.7%	Computer and Technology
DIVB iShares Core Dividend ETF	$11,943,855	$608,117 ▲	5.4%	237,358	5.5%	ETF
JEPI JPMorgan Equity Premium Income ETF	$8,623,249	$477,313 ▲	5.9%	151,684	4.0%	ETF
QQQ Invesco QQQ	$8,563,820	$258,172 ▼	-2.9%	15,524	4.0%	Finance
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$7,827,764	$368,289 ▲	4.9%	93,477	3.6%	Manufacturing
AVGO Broadcom	$7,088,034	$570,042 ▲	8.7%	25,714	3.3%	Computer and Technology
MSFT Microsoft	$6,962,229	$479,999 ▲	7.4%	13,997	3.2%	Computer and Technology
USTB VictoryShares Short-Term Bond ETF	$6,678,039	$502,609 ▲	8.1%	131,406	3.1%	ETF
AMZN Amazon.com	$6,665,068	$234,967 ▼	-3.4%	30,380	3.1%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$6,544,846	$403,870 ▲	6.6%	11,522	3.0%	ETF
FBND Fidelity Total Bond ETF	$6,277,810	$420,854 ▲	7.2%	137,220	2.9%	ETF
BINC iShares Flexible Income Active ETF	$4,477,239	$275,983 ▲	6.6%	84,732	2.1%	ETF
GOOG Alphabet	$4,306,192	$30,334 ▼	-0.7%	24,275	2.0%	Computer and Technology
ACN Accenture	$4,104,955	$31,085 ▼	-0.8%	13,734	1.9%	Computer and Technology
PROSHARES TR	$3,959,979	$286,341 ▲	7.8%	96,821	1.8%	NASDAQ 100 HIGH
KCE SPDR S&P Capital Markets ETF	$3,542,410	$171,454 ▼	-4.6%	24,442	1.6%	ETF
JANUS DETROIT STR TR	$3,231,552	$292,515 ▲	10.0%	61,413	1.5%	HENDERSON SECURI
JPM JPMorgan Chase & Co.	$2,828,447	$120,896 ▲	4.5%	9,756	1.3%	Finance
XLI Industrial Select Sector SPDR Fund	$2,736,545	$33,193 ▼	-1.2%	18,550	1.3%	ETF
ISRG Intuitive Surgical	$2,705,638	$2,705,638 ▲	New Holding	4,979	1.3%	Medical
NFLX Netflix	$2,561,756	$88,383 ▲	3.6%	1,913	1.2%	Consumer Discretionary
PULS PGIM Ultra Short Bond ETF	$2,470,236	$197,000 ▲	8.7%	49,643	1.1%	ETF
TSLA Tesla	$2,066,061	$197,902 ▲	10.6%	6,504	1.0%	Auto/Tires/Trucks
KBWB Invesco KBW Bank ETF	$1,941,117	$69,471 ▼	-3.5%	27,103	0.9%	Manufacturing
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$1,880,108	$83,780 ▲	4.7%	96,317	0.9%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$1,774,395	$92,434 ▲	5.5%	90,300	0.8%	ETF
ABBV AbbVie	$1,707,267	$2,970 ▼	-0.2%	9,198	0.8%	Medical
META Meta Platforms	$1,658,604	$137,294 ▲	9.0%	2,247	0.8%	Computer and Technology
GS The Goldman Sachs Group	$1,566,644	$33,965 ▲	2.2%	2,214	0.7%	Finance
QQQM Invesco NASDAQ 100 ETF	$1,465,107	$245,282 ▲	20.1%	6,451	0.7%	ETF
MSTR MicroStrategy	$1,338,001	$103,079 ▲	8.3%	3,310	0.6%	Computer and Technology
V Visa	$1,334,488	$40,116 ▲	3.1%	3,759	0.6%	Business Services
WMT Walmart	$1,196,162	$76,563 ▼	-6.0%	12,233	0.6%	Retail/Wholesale
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$1,192,626	$32,105 ▼	-2.6%	47,364	0.6%	ETF
SHOP Shopify	$1,143,465	$2,538 ▼	-0.2%	9,913	0.5%	Computer and Technology
QCOM QUALCOMM	$1,031,209	$3,663 ▲	0.4%	6,475	0.5%	Computer and Technology
CRM Salesforce	$1,022,860	$67,900 ▲	7.1%	3,751	0.5%	Computer and Technology
HMOP Hartford Municipal Opportunities ETF	$1,010,209	$63,162 ▲	6.7%	26,390	0.5%	ETF
CWI SPDR MSCI ACWI ex-US ETF	$965,785	$64,177 ▲	7.1%	29,571	0.4%	ETF
SYK Stryker	$910,435	$79,134 ▼	-8.0%	2,301	0.4%	Medical
JMST JPMorgan Ultra-Short Municipal ETF	$875,518	$56,012 ▲	6.8%	17,194	0.4%	ETF
CSCO Cisco Systems	$845,356	$139 ▲	0.0%	12,184	0.4%	Computer and Technology
JNJ Johnson & Johnson	$842,353	$5,651 ▼	-0.7%	5,515	0.4%	Medical
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$813,313		0.0%	31,995	0.4%	ETF
SSGA ACTIVE TR	$803,769	$93,217 ▲	13.1%	32,093	0.4%	SPDR SSGA MY2028
SSGA ACTIVE TR	$783,818	$93,795 ▲	13.6%	31,488	0.4%	SPDR SSGA MY2030
SSGA ACTIVE TR	$780,942	$93,506 ▲	13.6%	31,294	0.4%	SPDR SSGA MY2029
TIDAL TRUST I	$722,744	$324,959 ▲	81.7%	31,867	0.3%	FUNDSTRAT GRANNY
PALANTIR TECHNOLOGIES INC	$694,550	$342,845 ▲	97.5%	5,095	0.3%	CL A
PG Procter & Gamble	$664,364	$4,302 ▲	0.7%	4,170	0.3%	Consumer Staples
ISHARES BITCOIN TRUST ETF	$644,235	$23,260 ▼	-3.5%	10,525	0.3%	SHS BEN INT
GOOGL Alphabet	$631,089	$77,542 ▲	14.0%	3,581	0.3%	Computer and Technology
LMT Lockheed Martin	$624,776	$5,558 ▲	0.9%	1,349	0.3%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$619,331		0.0%	3,026	0.3%	ETF
FTNT Fortinet	$614,233	$18,924 ▲	3.2%	5,810	0.3%	Computer and Technology
AMAT Applied Materials	$612,735	$3,478 ▲	0.6%	3,347	0.3%	Computer and Technology
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF	$600,212		0.0%	26,017	0.3%	ETF
COST Costco Wholesale	$589,016	$180,170 ▲	44.1%	595	0.3%	Retail/Wholesale
LLY Eli Lilly and Company	$569,023	$12,472 ▲	2.2%	730	0.3%	Medical
MELI MercadoLibre	$564,544	$107,159 ▲	23.4%	216	0.3%	Retail/Wholesale
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$524,575	$3,849 ▼	-0.7%	22,485	0.2%	ETF
PEG Public Service Enterprise Group	$521,158	$15,068 ▲	3.0%	6,191	0.2%	Utilities
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$511,924		0.0%	30,508	0.2%	Manufacturing
MCD McDonald's	$511,882	$63,109 ▲	14.1%	1,752	0.2%	Retail/Wholesale
AMD Advanced Micro Devices	$508,144	$508,144 ▲	New Holding	3,581	0.2%	Computer and Technology
CRWD CrowdStrike	$487,919	$487,919 ▲	New Holding	958	0.2%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$472,236		0.0%	9,318	0.2%	ETF
BRK.B Berkshire Hathaway	$457,110	$14,573 ▼	-3.1%	941	0.2%	Finance
MU Micron Technology	$444,933	$12,941 ▼	-2.8%	3,610	0.2%	Computer and Technology
BX Blackstone	$439,242	$748 ▲	0.2%	2,936	0.2%	Finance
KKR KKR & Co. Inc.	$415,598	$6,386 ▼	-1.5%	3,124	0.2%	Finance
CEG Constellation Energy	$414,424	$31,630 ▼	-7.1%	1,284	0.2%	Energy
JCPB JPMorgan Core Plus Bond ETF	$385,252	$94 ▲	0.0%	8,186	0.2%	ETF
VICTORY PORTFOLIOS II	$360,335	$129,739 ▼	-26.5%	13,748	0.2%	VICTORYSHARES SM
RS Reliance	$348,743	$19,148 ▲	5.8%	1,111	0.2%	Basic Materials
TJX TJX Companies	$332,929		0.0%	2,696	0.2%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$327,660		0.0%	494	0.2%	ETF
ORCL Oracle	$315,483	$437 ▲	0.1%	1,443	0.1%	Computer and Technology
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$305,173	$23,560 ▲	8.4%	12,953	0.1%	ETF
BAC Bank of America	$303,772		0.0%	6,420	0.1%	Finance
JMUB JPMorgan Municipal ETF	$297,840		0.0%	6,000	0.1%	ETF
IBM International Business Machines	$291,325	$7,077 ▼	-2.4%	988	0.1%	Computer and Technology
PCTY Paylocity	$283,200	$2,355 ▲	0.8%	1,563	0.1%	Computer and Technology
BSMP Invesco BulletShares 2025 Municipal Bond ETF	$271,781	$342,604 ▼	-55.8%	11,075	0.1%	ETF
TD Toronto Dominion Bank	$266,109	$3,452 ▼	-1.3%	3,623	0.1%	Finance
ABT Abbott Laboratories	$265,356	$39,443 ▲	17.5%	1,951	0.1%	Medical
SBUX Starbucks	$256,656	$2,199 ▲	0.9%	2,801	0.1%	Retail/Wholesale
BPRN Princeton Bancorp	$249,145		0.0%	8,158	0.1%	Finance
CIRCLE INTERNET GROUP INC	$244,742	$244,742 ▲	New Holding	1,350	0.1%	COM CL A
BUFR FT Vest Laddered Buffer ETF	$233,635	$13,992 ▲	6.4%	7,347	0.1%	ETF
NET Cloudflare	$231,275	$231,275 ▲	New Holding	1,181	0.1%	Computer and Technology
MS Morgan Stanley	$225,517	$225,517 ▲	New Holding	1,601	0.1%	Finance
NOW ServiceNow	$225,150	$225,150 ▲	New Holding	219	0.1%	Computer and Technology
CRVS Corvus Pharmaceuticals	$200,000	$60,000 ▲	42.9%	50,000	0.1%	Medical
BDJ BlackRock Enhanced Equity Dividend Trust	$181,472		0.0%	20,413	0.1%	Financial Services
QBTS D-Wave Quantum	$146,400	$146,400 ▲	New Holding	10,000	0.1%	Computer and Technology
NIO NIO	$45,766		0.0%	13,343	0.0%	Auto/Tires/Trucks
GROY Gold Royalty	$22,100		0.0%	10,000	0.0%	Basic Materials

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