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

  1. NVDA - NVIDIA CORPORATION, 12.57%
  2. AAPL - APPLE INC, 6.33%
  3. 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.

Explore securities or join Upside Invest to compare portfolios.