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Latest Masso Torrence Wealth Management Inc. Stock Portfolio

$240Million | No. of Holdings #107

Masso Torrence Wealth Management Inc. Performance

2025 Q3+6.29%
YTD+9.23%
2024+23.09%

About Masso Torrence Wealth Management Inc. and 13F Hedge Fund Stock Holdings

On 2025-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Masso Torrence Wealth Management Inc. reported an equity portfolio of $240.3 Millions as of 30 Sep, 2025. <br><br> The top stock holdings of Masso Torrence Wealth Management Inc. are NVDA, AAPL, CSD. The fund has invested 12.6% of it's portfolio in NVIDIA CORPORATION and 6.3% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off INTUITIVE SURGICAL INC (ISRG), LOCKHEED MARTIN CORP (LMT) and ADVANCED MICRO DEVICES INC (AMD) stocks. They significantly reduced their stock positions in CORVUS PHARMACEUTICALS INC (CRVS), TJX COS INC NEW (TJX) and BERKSHIRE HATHAWAY INC DEL. Masso Torrence Wealth Management Inc. opened new stock positions in GOLDMAN SACHS ETF TR (GBUY), CATERPILLAR INC (CAT) and GENERAL DYNAMICS CORP (GD). The fund showed a lot of confidence in some stocks as they added substantially to TIDAL TRUST I (ACSI), D-WAVE QUANTUM INC (QBTS) and CIRCLE INTERNET GROUP INC.
Masso Torrence Wealth Management Inc. Equity Portfolio Value
Last Reported on: 20 Oct, 2025
$240Million
  as of Oct 20, 2025

Masso Torrence Wealth Management Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Masso Torrence Wealth Management Inc. made a return of 6.29% in the last quarter. In trailing 12 months, it's portfolio return was 14.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
goldman sachs etf tr2,283,020
caterpillar inc656,081
general dynamics corp570,834
coreweave inc417,393
automatic data processing in242,138
chevron corp new219,114
unitedhealth group inc216,613
first tr exchange traded fd209,011
New stocks bought by Masso Torrence Wealth Management Inc.

Additions

Ticker% Inc.
tidal trust i325
d-wave quantum inc51.5
circle internet group inc48.15
abbott labs34.55
meta platforms inc18.65
invesco exch traded fd tr ii16.00
starbucks corp14.71
international business machs14.57
Additions to existing portfolio by Masso Torrence Wealth Management Inc.

Reductions

Ticker% Reduced
corvus pharmaceuticals inc-66.00
tjx cos inc new-37.09
berkshire hathaway inc del-36.34
cisco sys inc-27.17
applied matls inc-19.84
stryker corporation-13.43
procter and gamble co-9.69
microsoft corp-3.03
Masso Torrence Wealth Management Inc. reduced stake in above stock

Sold off

Ticker$ Sold
gold royalty corp-22,100
intuitive surgical inc-2,705,640
advanced micro devices inc-508,144
paylocity hldg corp-283,200
lockheed martin corp-624,776
Masso Torrence Wealth Management Inc. got rid off the above stocks

Sector Distribution

Masso Torrence Wealth Management Inc. has about 48.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Healthcare
Sector%
Others48.4
Technology34
Consumer Cyclical5
Communication Services4.7
Financial Services3.4
Healthcare2.2

Market Cap. Distribution

Masso Torrence Wealth Management Inc. has about 47.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED48.4
MEGA-CAP41.3
LARGE-CAP6.4
MID-CAP3.6

Stocks belong to which Index?

About 50% of the stocks held by Masso Torrence Wealth Management Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others50
S&P 50046
RUSSELL 20004
Top 5 Winners (%)%
CRVS
corvus pharmaceuticals inc
84.3 %
GOOG
alphabet inc
38.0 %
QBTS
d-wave quantum inc
36.8 %
TSLA
tesla inc
36.0 %
MU
micron technology inc
35.8 %
Top 5 Winners ($)$
NVDA
nvidia corporation
4.6 M
AAPL
apple inc
3.0 M
GOOG
alphabet inc
1.6 M
AVGO
broadcom inc
1.4 M
TSLA
tesla inc
0.8 M
Top 5 Losers (%)%
MSTR
strategy inc
-20.3 %
FTNT
fortinet inc
-19.1 %
ACN
accenture plc ireland
-17.3 %
CRM
salesforce inc
-12.8 %
NFLX
netflix inc
-10.5 %
Top 5 Losers ($)$
ACN
accenture plc ireland
-0.7 M
MSTR
strategy inc
-0.3 M
NFLX
netflix inc
-0.3 M
CRM
salesforce inc
-0.1 M
FTNT
fortinet inc
-0.1 M

Masso Torrence Wealth Management Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Masso Torrence Wealth Management Inc.

Masso Torrence Wealth Management Inc. has 107 stocks in it's portfolio. About 50.5% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Masso Torrence Wealth Management Inc. last quarter.

$240.33MTotal Value
113Positions
20 Oct, 2025Last Reported
Current holdings of Current Stock Holdings of Masso Torrence Wealth Management Inc., last reported on 20 Oct, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Masso Torrence Wealth Management Inc.'s holding in Tidal Trust I over time
1.41%135,683
$3.39M
1.41%
increased 325.78 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Masso Torrence Wealth Management Inc.'s holding in Ishares Tr over time
0.5%47,364
$1.19M
0.5%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Masso Torrence Wealth Management Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0.1%7,522
$251.4K
0.1%
increased 2.38 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Masso Torrence Wealth Management Inc.'s holding in First Tr Exchange Traded Fd over time
0.09%2,120
$209.0K
0.09%
new position
ANEW
Proshares Tr

Proshares Tr

ANEW
Masso Torrence Wealth Management Inc.'s holding in Proshares Tr over time
1.83%99,671
$4.39M
1.83%
increased 2.94 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Masso Torrence Wealth Management Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
0.77%7,483
$1.85M
0.77%
increased 16 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Masso Torrence Wealth Management Inc.'s holding in J P Morgan Exchange Traded F over time
3.67%154,386
$8.82M
3.67%
increased 1.78 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Masso Torrence Wealth Management Inc.'s holding in J P Morgan Exchange Traded F over time
0.38%17,819
$909.5K
0.38%
increased 3.63 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Masso Torrence Wealth Management Inc.'s holding in J P Morgan Exchange Traded F over time
0.2%9,318
$472.7K
0.2%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Masso Torrence Wealth Management Inc.'s holding in J P Morgan Exchange Traded F over time
0.16%8,188
$389.4K
0.16%
increased 0.02 percentadded