Masso Torrence Wealth Management Inc. - Portfolio overview
Masso Torrence Wealth Management Inc. has 108 reported holdings in this dataset, with the latest filing dated 2025-10-20.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Consumer Cyclical.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA CORPORATION, 12.57%
- AAPL - APPLE INC, 6.33%
- XMHQ - INVESCO EXCHANGE TRADED FD T, 5.91%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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