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CIK: 0001903153
Total reported value
$240.3M
$240.3M
99 檔
25.5%
The Q1 2025 SEC filing reveals that Masso Torrence Wealth Management Inc. held a total portfolio value of $240.3M, covering 99 public equity positions.
During Q1 2025, Masso Torrence Wealth Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.20% | +3.37% | -0.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.02% | -0.69% | -1.65% | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 6.31% | -0.40% | +5.48% | |
| 4 | DIVB | Ishares Core Dividend ETF | ETF-Other | 5.84% | -0.63% | — | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.37% | -0.70% | +9.13% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.00% | -0.14% | -5.84% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.80% | -0.34% | -5.41% | |
| 8 | USTB | Victoryshares Short-term Bon | ETF-Other | 3.29% | -0.33% | +16.00% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | -0.29% | +4.72% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.12% | -0.44% | +4.53% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | -0.05% | +2.28% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | +0.32% | +5.05% | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.31% | -0.89% | +832.48% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.22% | -0.33% | +21.46% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.11% | +1.47% | -2.91% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.04% | +0.52% | +5.39% | |
| 17 | IQQQ | Proshares Ndx High Incom ETF | ETF-Other | 1.86% | -0.03% | +10.65% | |
| 18 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 1.73% | -0.18% | +29.65% | |
| 19 | JSI | Jh Securitized Income ETF | ETF-Other | 1.56% | -0.17% | +14.91% | |
| 20 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.45% | -1.45% | EXIT | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 1.31% | -0.15% | -46.94% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | +0.09% | +0.40% | |
| 23 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.21% | — | +18.29% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | — | -0.23% | |
| 25 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.96% | — | +5.77% | |
| 26 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.94% | -0.04% | — | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.92% | +0.02% | — | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.90% | — | +7.41% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.49% | +2.87% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | — | -1.46% | |
| 31 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.65% | — | -33.86% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | +0.18% | +28.73% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | +0.13% | +13.94% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | — | +19.10% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.55% | +0.22% | +48.45% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | — | +3.31% | |
| 37 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.51% | — | +7.87% | |
| 38 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.51% | +0.12% | -4.79% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.50% | — | +3.61% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.50% | — | +3.05% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | — | +18.63% | |
| 42 | MSTR | Strategy Inc | Stock-Tech | 0.47% | — | — | |
| 43 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.44% | — | +1.57% | |
| 44 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.44% | +0.01% | -15.77% | |
| 45 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.43% | — | -40.89% | |
| 46 | PSN | Parsons CORP | Stock-Tech | 0.42% | -0.42% | EXIT | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | — | +46.54% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | — | +2.15% | |
| 49 | MYCH | State Street My2028 Corporat | ETF-Other | 0.38% | — | — | |
| 50 | MYCJ | State Street My2030 Corporat | ETF-Other | 0.36% | — | — |
According to official SEC Form 13F filings, Masso Torrence Wealth Management Inc. reported a total U.S. public equity portfolio value of $240.3M across 99 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, XMHQ) accounted for 25.5% of total reported equity market value during Q1 2025.
During Q1 2025, Masso Torrence Wealth Management Inc.'s top holdings by market value included NVDA (9.2%)、AAPL (7.0%)、XMHQ (6.3%). The largest single position, NVDA, represented 9.2% of total portfolio value.
In Q1 2025, Masso Torrence Wealth Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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