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Masso Torrence Wealth Management

Latest statistics and disclosures from Masso Torrence Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, XMHQ, DIVB, QQQ, and represent 33.88% of Masso Torrence Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GRNY, GMUB, CAT, GD, CRWV, USTB, AMZN, META, QQQM, GOOG.
Started 13 new stock positions in LAC, QS, CRWV, TDIV, EXC, GMUB, JEPQ, ADP, UNH, IVV. GD, CAT, CVX.
Reduced shares in these 10 stocks: , LMT, AMD, PCTY, CRVS, CSCO, MSFT, BRK.B, TJX, AMAT.
Sold out of its positions in AMD, GROY, ISRG, LMT, PCTY.
Masso Torrence Wealth Management was a net buyer of stock by $6.8M.
Masso Torrence Wealth Management has $240M in assets under management (AUM), dropping by 11.05%.
Central Index Key (CIK): 0001903153

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Portfolio Holdings for Masso Torrence Wealth Management

Masso Torrence Wealth Management holds 108 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	12.6	$30M		162k	186.58	View chart
Apple (AAPL)	6.3	$15M		60k	254.63	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	5.9	$14M		135k	104.96	View chart
Ishares Tr Core Divid Etf (DIVB)	5.2	$13M		240k	52.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$9.3M		15k	600.39	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.7	$8.8M		154k	57.10	View chart
Broadcom (AVGO)	3.6	$8.6M		26k	329.92	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.5	$8.3M		94k	88.96	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	3.0	$7.1M	+6%	140k	50.99	View chart
Microsoft Corporation (MSFT)	2.9	$7.0M	-3%	14k	517.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$7.0M		12k	612.40	View chart
Amazon (AMZN)	2.9	$7.0M	+4%	32k	219.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.7	$6.4M		139k	46.24	View chart
Alphabet Cap Stk Cl C (GOOG)	2.6	$6.2M	+4%	25k	243.55	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.9	$4.5M		85k	53.24	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	1.8	$4.4M	+2%	100k	44.05	View chart
Spdr Series Trust S&p Cap Mkts (KCE)	1.6	$3.7M		24k	152.85	View chart
Accenture Plc Ireland Shs Class A (ACN)	1.4	$3.4M		14k	246.60	View chart
Tidal Trust I Fundstrat Granny (GRNY)	1.4	$3.4M	+325%	136k	24.99	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.4	$3.3M	+4%	64k	52.27	View chart
JPMorgan Chase & Co. (JPM)	1.3	$3.2M	+2%	10k	315.44	View chart
Tesla Motors (TSLA)	1.3	$3.1M	+7%	7.0k	444.72	View chart
Select Sector Spdr Tr Indl (XLI)	1.2	$2.8M	-2%	18k	154.23	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.0	$2.5M		50k	49.83	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.9	$2.3M	NEW	45k	50.88	View chart
Netflix (NFLX)	0.9	$2.2M		1.9k	1198.92	View chart
Abbvie (ABBV)	0.9	$2.2M		9.4k	231.53	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.9	$2.2M		28k	78.21	View chart
Meta Platforms Cl A (META)	0.8	$2.0M	+18%	2.7k	734.26	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.8	$1.9M		97k	19.56	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$1.8M	+15%	7.5k	247.11	View chart
Goldman Sachs (GS)	0.8	$1.8M	+4%	2.3k	796.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.7	$1.8M		91k	19.71	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.6	$1.5M	+3%	10k	148.61	View chart
Visa Com Cl A (V)	0.6	$1.4M	+8%	4.1k	341.39	View chart
Wal-Mart Stores (WMT)	0.5	$1.3M		12k	103.06	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.5	$1.2M		47k	25.19	View chart
Qualcomm (QCOM)	0.5	$1.1M		6.5k	166.37	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.4	$1.1M	+4%	31k	34.92	View chart
Johnson & Johnson (JNJ)	0.4	$1.1M	+4%	5.8k	185.42	View chart
Strategy Cl A New (MSTR)	0.4	$1.0M	-3%	3.2k	322.21	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.4	$1.0M		27k	38.97	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.0M	+7%	5.5k	182.42	View chart
salesforce (CRM)	0.4	$916k	+2%	3.9k	237.00	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$910k	+3%	18k	51.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$871k		3.6k	243.11	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$817k		32k	25.52	View chart
Ssga Active Tr Spdr Ssga My2028 (MYCH)	0.3	$813k		32k	25.14	View chart
Ssga Active Tr Spdr Ssga My2030 (MYCJ)	0.3	$796k		32k	25.07	View chart
Ssga Active Tr Spdr Ssga My2029 (MYCI)	0.3	$792k		32k	25.09	View chart
Stryker Corporation (SYK)	0.3	$737k	-13%	2.0k	369.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$693k		11k	65.00	View chart
Caterpillar (CAT)	0.3	$656k	NEW	1.4k	477.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$637k	-2%	3.0k	215.79	View chart
Cisco Systems (CSCO)	0.3	$607k	-27%	8.9k	68.42	View chart
Micron Technology (MU)	0.3	$604k		3.6k	167.32	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$600k		26k	23.06	View chart
Procter & Gamble Company (PG)	0.2	$579k	-9%	3.8k	153.65	View chart
Costco Wholesale Corporation (COST)	0.2	$579k	+5%	625.00	925.64	View chart
McDonald's Corporation (MCD)	0.2	$577k	+8%	1.9k	303.89	View chart
Eli Lilly & Co. (LLY)	0.2	$575k	+3%	754.00	762.74	View chart
General Dynamics Corporation (GD)	0.2	$571k	NEW	1.7k	341.00	View chart
Applied Materials (AMAT)	0.2	$549k	-19%	2.7k	204.74	View chart
Public Service Enterprise (PEG)	0.2	$546k	+5%	6.5k	83.46	View chart
MercadoLibre (MELI)	0.2	$542k	+7%	232.00	2336.94	View chart
Fortinet (FTNT)	0.2	$532k	+8%	6.3k	84.08	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$528k		23k	23.47	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$516k		31k	16.90	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$511k		3.0k	170.83	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$481k	+2%	980.00	490.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$473k		9.3k	50.73	View chart
Oracle Corporation (ORCL)	0.2	$438k	+7%	1.6k	281.24	View chart
Constellation Energy (CEG)	0.2	$423k		1.3k	329.07	View chart
Coreweave Com Cl A (CRWV)	0.2	$417k	NEW	3.1k	136.85	View chart
Kkr & Co (KKR)	0.2	$406k		3.1k	129.95	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.2	$400k		14k	29.11	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$389k		8.2k	47.55	View chart
D-wave Quantum (QBTS)	0.2	$374k	+51%	15k	24.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$369k		494.00	746.63	View chart
Abbott Laboratories (ABT)	0.1	$352k	+34%	2.6k	133.94	View chart
Bank of America Corporation (BAC)	0.1	$333k		6.5k	51.59	View chart
Reliance Steel & Aluminum (RS)	0.1	$322k	+3%	1.1k	280.83	View chart
International Business Machines (IBM)	0.1	$319k	+14%	1.1k	282.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$306k		13k	23.62	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$303k		6.0k	50.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$301k	-36%	599.00	502.74	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$290k		3.6k	79.95	View chart
Starbucks Corporation (SBUX)	0.1	$272k	+14%	3.2k	84.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$272k		11k	24.52	View chart
Cloudflare Cl A Com (NET)	0.1	$270k	+6%	1.3k	214.59	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$265k	+48%	2.0k	132.58	View chart
Princeton Bancorp (BPRN)	0.1	$260k		8.2k	31.84	View chart
Morgan Stanley Com New (MS)	0.1	$255k		1.6k	158.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$251k	+2%	7.5k	33.42	View chart
TJX Companies (TJX)	0.1	$245k	-37%	1.7k	144.54	View chart
Automatic Data Processing (ADP)	0.1	$242k	NEW	825.00	293.50	View chart
Servicenow (NOW)	0.1	$224k	+10%	243.00	920.28	View chart
Chevron Corporation (CVX)	0.1	$219k	NEW	1.4k	155.29	View chart
UnitedHealth (UNH)	0.1	$217k	NEW	627.00	345.48	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$209k	NEW	2.1k	98.59	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$207k	NEW	3.6k	57.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$207k	NEW	309.00	669.30	View chart
Exelon Corporation (EXC)	0.1	$202k	NEW	4.5k	45.01	View chart
Quantumscape Corp Com Cl A (QS)	0.1	$190k	NEW	15k	12.32	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$186k		20k	9.11	View chart
Corvus Pharmaceuticals (CRVS)	0.1	$125k	-66%	17k	7.37	View chart
Nio Spon Ads (NIO)	0.0	$102k		13k	7.62	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$57k	NEW	10k	5.71	View chart

Past Filings by Masso Torrence Wealth Management

SEC 13F filings are viewable for Masso Torrence Wealth Management going back to 2021

Masso Torrence Wealth Management 2025 Q3 filed Oct. 20, 2025
Masso Torrence Wealth Management 2025 Q2 filed July 14, 2025
Masso Torrence Wealth Management 2025 Q1 filed April 22, 2025
Masso Torrence Wealth Management 2024 Q4 filed Jan. 23, 2025
Masso Torrence Wealth Management 2024 Q2 filed July 22, 2024
Masso Torrence Wealth Management 2024 Q1 filed April 23, 2024
Masso Torrence Wealth Management 2023 Q4 filed Feb. 1, 2024
Masso Torrence Wealth Management 2023 Q3 filed Nov. 7, 2023
Masso Torrence Wealth Management 2023 Q2 filed Aug. 11, 2023
Masso Torrence Wealth Management 2023 Q1 filed May 12, 2023
Masso Torrence Wealth Management 2022 Q4 filed Feb. 14, 2023
Masso Torrence Wealth Management 2022 Q3 filed Nov. 14, 2022
Masso Torrence Wealth Management 2022 Q2 filed July 28, 2022
Masso Torrence Wealth Management 2022 Q1 filed April 26, 2022
Masso Torrence Wealth Management 2021 Q4 filed Feb. 10, 2022

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