Masso Torrence Wealth Management
MARLTON, NJfiles as Masso Torrence Wealth Management Inc.
$240m in 108 US stocks at the end of 30 September 2025. The top 10 are 50.5% of the money. It changed about 7.0% of the portfolio this quarter.
Value
$240m
Stocks
108
Top 10 share
50.5%
Turnover
7.0%
What changed this quarter
New
Bought for the first time this quarter.
- Goldman Sachs ETF TRGMUB0.9% of the fund
- CaterpillarCAT0.3% of the fund
- General DynamicsGD0.2% of the fund
- CoreWeaveCRWV0.2% of the fund
- Automatic Data ProcessingADP0.1% of the fund
- ChevronCVX<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- First TR Exchange Traded FDTDIV<0.1% of the fund
- J P Morgan Exchange Traded FJEPQ<0.1% of the fund
- Ishares TRIVV<0.1% of the fund
- ExelonEXC<0.1% of the fund
- QuantumScapeQS<0.1% of the fund
- Lithium AmericasLAC<0.1% of the fund
Added
Bought more of a stock they already held.
- Victory Portfolios IIUSTB3.0% of the fund+6%
- Amazon.comAMZN2.9% of the fund+5%
- AlphabetGOOG2.6% of the fund+4%
- Proshares TRIQQQ1.8% of the fund+3%
- Tidal Trust IGRNY1.4% of the fund+326%
- Janus Detroit STR TRJSI1.4% of the fund+4%
- JPMorgan ChaseJPM1.3% of the fund+3%
- TeslaTSLA1.3% of the fund+8%
- Meta PlatformsMETA0.8% of the fund+19%
- Invesco Exch Traded FD TR IIQQQM0.8% of the fund+16%
- Goldman Sachs GroupGS0.8% of the fund+4%
- ShopifySHOP0.6% of the fund+4%
- VisaV0.6% of the fund+9%
- Spdr Index SHS FDSCWI0.4% of the fund+4%
- Johnson & JohnsonJNJ0.4% of the fund+5%
- Palantir TechnologiesPLTR0.4% of the fund+8%
- SalesforceCRM0.4% of the fund+3%
- J P Morgan Exchange Traded FJMST0.4% of the fund+4%
- Costco WholesaleCOST0.2% of the fund+5%
- McDonald'sMCD0.2% of the fund+8%
- Eli LillyLLY0.2% of the fund+3%
- Public Service Enterprise GroupPEG0.2% of the fund+6%
- MercadoLibreMELI0.2% of the fund+7%
- FortinetFTNT0.2% of the fund+9%
- CrowdStrike HoldingsCRWD0.2% of the fund+2%
Cut
Sold some of their stake.
- MicrosoftMSFT2.9% of the fund-3%
- Select Sector Spdr TRXLI1.2% of the fund-3%
- StrategyMSTR0.4% of the fund-3%
- StrykerSYK0.3% of the fund-13%
- Vanguard Specialized FundsVIG0.3% of the fund-3%
- Cisco SystemsCSCO0.3% of the fund-27%
- Procter & GamblePG0.2% of the fund-10%
- Applied MaterialsAMAT0.2% of the fund-20%
- Berkshire HathawayBRK-B0.1% of the fund-36%
- TJX CompaniesTJX0.1% of the fund-37%
- Corvus PharmaceuticalsCRVS<0.1% of the fund-66%
Sold out
Sold their entire stake.
Holdings
- Invesco Exchange Traded FD TXMHQ
- Share
- 5.9%
- Value
- $14m
- Shares
- 135,415
Held
- Ishares TRDIVB
- Share
- 5.2%
- Value
- $13m
- Shares
- 239,475
Held
- Invesco QQQ TRQQQ
- Share
- 3.9%
- Value
- $9m
- Shares
- 15,438
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 3.7%
- Value
- $9m
- Shares
- 154,386
Held
- Wisdomtree TRDGRW
- Share
- 3.5%
- Value
- $8m
- Shares
- 93,483
Held
- Victory Portfolios IIUSTB
- Share
- 3.0%
- Value
- $7m
- Shares
- 139,571
+6%
- Vanguard Index FDSVOO
- Share
- 2.9%
- Value
- $7m
- Shares
- 11,457
Held
- Fidelity Merrimack STR TRFBND
- Share
- 2.7%
- Value
- $6m
- Shares
- 139,292
Held
- Blackrock ETF Trust IIBINC
- Share
- 1.9%
- Value
- $5m
- Shares
- 85,163
Held
- Proshares TRIQQQ
- Share
- 1.8%
- Value
- $4m
- Shares
- 99,671
+3%
- Spdr Series TrustKCE
- Share
- 1.6%
- Value
- $4m
- Shares
- 24,438
Held
- Tidal Trust IGRNY
- Share
- 1.4%
- Value
- $3m
- Shares
- 135,683
+326%
- Janus Detroit STR TRJSI
- Share
- 1.4%
- Value
- $3m
- Shares
- 64,068
+4%
- Select Sector Spdr TRXLI
- Share
- 1.2%
- Value
- $3m
- Shares
- 18,046
-3%
- Pgim ETF TRPULS
- Share
- 1.0%
- Value
- $2m
- Shares
- 50,143
Held
- Goldman Sachs ETF TRGMUB
- Share
- 0.9%
- Value
- $2m
- Shares
- 44,875
New
- Invesco Exch Traded FD TR IIKBWB
- Share
- 0.9%
- Value
- $2m
- Shares
- 27,504
Held
- Invesco Exch TRD SLF IDX FDBSCQ
- Share
- 0.8%
- Value
- $2m
- Shares
- 96,524
Held
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.8%
- Value
- $2m
- Shares
- 7,483
+16%
- Invesco Exch TRD SLF IDX FDBSCR
- Share
- 0.7%
- Value
- $2m
- Shares
- 90,638
Held
- Ishares TR
- Share
- 0.5%
- Value
- $1m
- Shares
- 47,364
Held
- Spdr Index SHS FDSCWI
- Share
- 0.4%
- Value
- $1m
- Shares
- 30,786
+4%
- Hartford FDS Exchange TradedHMOP
- Share
- 0.4%
- Value
- $1m
- Shares
- 26,540
Held
- J P Morgan Exchange Traded FJMST
- Share
- 0.4%
- Value
- $909,482
- Shares
- 17,819
+4%
- Ishares TRIBDT
- Share
- 0.3%
- Value
- $816,512
- Shares
- 31,995
Held
- Ssga Active TRMYCH
- Share
- 0.3%
- Value
- $813,394
- Shares
- 32,361
Held
- Ssga Active TRMYCJ
- Share
- 0.3%
- Value
- $795,939
- Shares
- 31,755
Held
- Ssga Active TRMYCI
- Share
- 0.3%
- Value
- $791,733
- Shares
- 31,562
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.3%
- Value
- $693,225
- Shares
- 10,665
Held
- Vanguard Specialized FundsVIG
- Share
- 0.3%
- Value
- $636,581
- Shares
- 2,950
-3%
- Invesco Exch TRD SLF IDX FDBSJP
- Share
- 0.2%
- Value
- $599,952
- Shares
- 26,017
Held
- Ishares TRIBDU
- Share
- 0.2%
- Value
- $527,723
- Shares
- 22,485
Held
- Invesco Exch TRD SLF IDX FDBSCU
- Share
- 0.2%
- Value
- $515,585
- Shares
- 30,508
Held
- J P Morgan Exchange Traded FJPST
- Share
- 0.2%
- Value
- $472,702
- Shares
- 9,318
Held
- Victory Portfolios IISFLO
- Share
- 0.2%
- Value
- $400,204
- Shares
- 13,748
Held
- J P Morgan Exchange Traded FJCPB
- Share
- 0.2%
- Value
- $389,356
- Shares
- 8,188
Held
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $368,835
- Shares
- 494
Held
- Invesco Exch TRD SLF IDX FDBSMQ
- Share
- 0.1%
- Value
- $306,015
- Shares
- 12,953
Held
- J P Morgan Exchange Traded FJMUB
- Share
- 0.1%
- Value
- $302,820
- Shares
- 6,000
Held
- Toronto Dominion BankTD
- Share
- 0.1%
- Value
- $289,659
- Shares
- 3,623
Held
- Invesco
- Share
- 0.1%
- Value
- $271,614
- Shares
- 11,075
Held
- First TR Exchng Traded FD VIBUFR
- Share
- 0.1%
- Value
- $251,385
- Shares
- 7,522
+2%
- First TR Exchange Traded FDTDIV
- Share
- <0.1%
- Value
- $209,011
- Shares
- 2,120
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 12.6% | $30m | 161,860 | Held |
| AppleAAPL | 6.3% | $15m | 59,772 | Held |
| Invesco Exchange Traded FD TXMHQ | 5.9% | $14m | 135,415 | Held |
| Ishares TRDIVB | 5.2% | $13m | 239,475 | Held |
| Invesco QQQ TRQQQ | 3.9% | $9m | 15,438 | Held |
| J P Morgan Exchange Traded FJEPI | 3.7% | $9m | 154,386 | Held |
| BroadcomAVGO | 3.6% | $9m | 26,066 | Held |
| Wisdomtree TRDGRW | 3.5% | $8m | 93,483 | Held |
| Victory Portfolios IIUSTB | 3.0% | $7m | 139,571 | +6% |
| MicrosoftMSFT | 2.9% | $7m | 13,573 | -3% |
| Vanguard Index FDSVOO | 2.9% | $7m | 11,457 | Held |
| Amazon.comAMZN | 2.9% | $7m | 31,798 | +5% |
| Fidelity Merrimack STR TRFBND | 2.7% | $6m | 139,292 | Held |
| AlphabetGOOG | 2.6% | $6m | 25,288 | +4% |
| Blackrock ETF Trust IIBINC | 1.9% | $5m | 85,163 | Held |
| Proshares TRIQQQ | 1.8% | $4m | 99,671 | +3% |
| Spdr Series TrustKCE | 1.6% | $4m | 24,438 | Held |
| AccentureACN | 1.4% | $3m | 13,881 | Held |
| Tidal Trust IGRNY | 1.4% | $3m | 135,683 | +326% |
| Janus Detroit STR TRJSI | 1.4% | $3m | 64,068 | +4% |
| JPMorgan ChaseJPM | 1.3% | $3m | 10,007 | +3% |
| TeslaTSLA | 1.3% | $3m | 7,019 | +8% |
| Select Sector Spdr TRXLI | 1.2% | $3m | 18,046 | -3% |
| Pgim ETF TRPULS | 1.0% | $2m | 50,143 | Held |
| Goldman Sachs ETF TRGMUB | 0.9% | $2m | 44,875 | New |
| NetflixNFLX | 0.9% | $2m | 1,876 | Held |
| AbbVieABBV | 0.9% | $2m | 9,360 | Held |
| Invesco Exch Traded FD TR IIKBWB | 0.9% | $2m | 27,504 | Held |
| Meta PlatformsMETA | 0.8% | $2m | 2,666 | +19% |
| Invesco Exch TRD SLF IDX FDBSCQ | 0.8% | $2m | 96,524 | Held |
| Invesco Exch Traded FD TR IIQQQM | 0.8% | $2m | 7,483 | +16% |
| Goldman Sachs GroupGS | 0.8% | $2m | 2,306 | +4% |
| Invesco Exch TRD SLF IDX FDBSCR | 0.7% | $2m | 90,638 | Held |
| ShopifySHOP | 0.6% | $2m | 10,262 | +4% |
| VisaV | 0.6% | $1m | 4,090 | +9% |
| WalmartWMT | 0.5% | $1m | 12,160 | Held |
| Ishares TR | 0.5% | $1m | 47,364 | Held |
| QualcommQCOM | 0.5% | $1m | 6,504 | Held |
| Spdr Index SHS FDSCWI | 0.4% | $1m | 30,786 | +4% |
| Johnson & JohnsonJNJ | 0.4% | $1m | 5,784 | +5% |
| StrategyMSTR | 0.4% | $1m | 3,210 | -3% |
| Hartford FDS Exchange TradedHMOP | 0.4% | $1m | 26,540 | Held |
| Palantir TechnologiesPLTR | 0.4% | $1m | 5,491 | +8% |
| SalesforceCRM | 0.4% | $915,531 | 3,863 | +3% |
| J P Morgan Exchange Traded FJMST | 0.4% | $909,482 | 17,819 | +4% |
| AlphabetGOOGL | 0.4% | $870,591 | 3,581 | Held |
| Ishares TRIBDT | 0.3% | $816,512 | 31,995 | Held |
| Ssga Active TRMYCH | 0.3% | $813,394 | 32,361 | Held |
| Ssga Active TRMYCJ | 0.3% | $795,939 | 31,755 | Held |
| Ssga Active TRMYCI | 0.3% | $791,733 | 31,562 | Held |
| StrykerSYK | 0.3% | $736,508 | 1,992 | -13% |
| Ishares Bitcoin Trust ETFIBIT | 0.3% | $693,225 | 10,665 | Held |
| CaterpillarCAT | 0.3% | $656,081 | 1,375 | New |
| Vanguard Specialized FundsVIG | 0.3% | $636,581 | 2,950 | -3% |
| Cisco SystemsCSCO | 0.3% | $607,103 | 8,873 | -27% |
| Micron TechnologyMU | 0.3% | $604,025 | 3,610 | Held |
| Invesco Exch TRD SLF IDX FDBSJP | 0.2% | $599,952 | 26,017 | Held |
| Procter & GamblePG | 0.2% | $578,646 | 3,766 | -10% |
| Costco WholesaleCOST | 0.2% | $578,524 | 625 | +5% |
| McDonald'sMCD | 0.2% | $576,479 | 1,897 | +8% |
| Eli LillyLLY | 0.2% | $575,107 | 754 | +3% |
| General DynamicsGD | 0.2% | $570,834 | 1,674 | New |
| Applied MaterialsAMAT | 0.2% | $549,317 | 2,683 | -20% |
| Public Service Enterprise GroupPEG | 0.2% | $545,661 | 6,538 | +6% |
| MercadoLibreMELI | 0.2% | $542,170 | 232 | +7% |
| FortinetFTNT | 0.2% | $532,395 | 6,332 | +9% |
| Ishares TRIBDU | 0.2% | $527,723 | 22,485 | Held |
| Invesco Exch TRD SLF IDX FDBSCU | 0.2% | $515,585 | 30,508 | Held |
| BlackstoneBX | 0.2% | $511,127 | 2,992 | Held |
| CrowdStrike HoldingsCRWD | 0.2% | $480,572 | 980 | +2% |
| J P Morgan Exchange Traded FJPST | 0.2% | $472,702 | 9,318 | Held |
| OracleORCL | 0.2% | $438,172 | 1,558 | +8% |
| Constellation EnergyCEG | 0.2% | $422,526 | 1,284 | Held |
| CoreWeaveCRWV | 0.2% | $417,393 | 3,050 | New |
| KKRKKR | 0.2% | $405,961 | 3,124 | Held |
| Victory Portfolios IISFLO | 0.2% | $400,204 | 13,748 | Held |
| J P Morgan Exchange Traded FJCPB | 0.2% | $389,356 | 8,188 | Held |
| D-Wave QuantumQBTS | 0.2% | $374,357 | 15,150 | +52% |
| Vanguard World FDVGT | 0.2% | $368,835 | 494 | Held |
| Abbott LaboratoriesABT | 0.1% | $351,592 | 2,625 | +35% |
| Bank of AmericaBAC | 0.1% | $332,807 | 6,451 | Held |
| RelianceRS | 0.1% | $322,393 | 1,148 | +3% |
| International Business MachinesIBM | 0.1% | $319,438 | 1,132 | +15% |
| Invesco Exch TRD SLF IDX FDBSMQ | 0.1% | $306,015 | 12,953 | Held |
| J P Morgan Exchange Traded FJMUB | 0.1% | $302,820 | 6,000 | Held |
| Berkshire HathawayBRK-B | 0.1% | $301,141 | 599 | -36% |
| Toronto Dominion BankTD | 0.1% | $289,659 | 3,623 | Held |
| StarbucksSBUX | 0.1% | $271,820 | 3,213 | +15% |
| Invesco | 0.1% | $271,614 | 11,075 | Held |
| CloudflareNET | 0.1% | $269,525 | 1,256 | +6% |
| Circle Internet GroupCRCL | 0.1% | $265,160 | 2,000 | +48% |
| Princeton BancorpBPRN | 0.1% | $259,751 | 8,158 | Held |
| Morgan StanleyMS | 0.1% | $254,495 | 1,601 | Held |
| First TR Exchng Traded FD VIBUFR | 0.1% | $251,385 | 7,522 | +2% |
| TJX CompaniesTJX | 0.1% | $245,140 | 1,696 | -37% |
| Automatic Data ProcessingADP | 0.1% | $242,138 | 825 | New |
| ServiceNowNOW | <0.1% | $223,628 | 243 | +11% |
| ChevronCVX | <0.1% | $219,114 | 1,411 | New |
| UnitedHealth GroupUNH | <0.1% | $216,613 | 627 | New |
| First TR Exchange Traded FDTDIV | <0.1% | $209,011 | 2,120 | New |
Showing the largest 100 of 108.
Over time and by industry
Value over time
Sep '25
Value is up 11.1% since 30 June 2025.
Where the money is
Technology31.0%
Media & telecom4.7%
Retail & consumer4.7%
Financial services4.2%
Health care2.2%
Everyday goods1.0%
Industrials0.6%
Utilities0.5%
Materials0.2%
Energy0.1%
Other50.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.