§ 13F · FUND PROFILE
Masso Torrence Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 99Turnover · — · Q1Filed · Apr 22, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 22, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 159K | $17.2T | 9.2% | — |
| 2 | AAPL | APPLE INC | 59K | $13.1T | 7.0% | — |
| 3 | XMHQ | INVESCO EXCHANGE TRADED FD T | 129K | $11.8T | 6.3% | — |
| 4 | DIVB | ISHARES TR | 225K | $10.9T | 5.8% | — |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 143K | $8.2T | 4.4% | — |
| 6 | QQQ | INVESCO QQQ TR | 16K | $7.5T | 4.0% | — |
| 7 | DGRW | WISDOMTREE TR | 89K | $7.1T | 3.8% | — |
| 8 | USTB | VICTORY PORTFOLIOS II | 122K | $6.2T | 3.3% | — |
| 9 | AMZN | AMAZON COM INC | 31K | $6.0T | 3.2% | — |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 128K | $5.8T | 3.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MASSO SIGNAL
AC read
Masso Torrence Wealth Management Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed