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The Analysis of Masso Torrence Wealth Management Inc.'s Holdings & P&L

Currently, Masso Torrence Wealth Management Inc. holds 108 types of securities in its portfolio with a total value $240.3M. In the most recent quarter, they have increased their positions in GRNY (+103.8K shares, valued at $2.6M), GMUB (+44.9K shares, valued at $2.3M), CAT (+1.4K shares, valued at $656.1K); decreased their positions in CRVS (-33.0K shares, valued at $243.2K), CSCO (-3.3K shares, valued at $226.5K), MSFT (-424 shares, valued at $219.6K); initiated new positions in GMUB (+44.9K shares, valued at $2.3M), CAT (+1.4K shares, valued at $656.1K), GD (+1.7K shares, valued at $570.8K).

1M P&L

+21.4M+9.33%

3M P&L

+4.9M+2.00%

HY P&L

+9.9M+4.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A122.6M

51.0%

2Semiconductors40.5M

16.8%

3Consumer Electronics15.2M

6.3%

Top Industries by Stock Count

1N/A46 stocks

42.6%

2Software - Infrastructure7 stocks

6.5%

3Software - Application5 stocks

4.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION161.9K shares0.65%2025-09-302025-10-20

AAPL APPLE INC59.8K shares-0.34%2025-09-302025-10-20

XMHQ INVESCO EXCHANGE TRADED FD T135.4K shares0.97%2025-09-302025-10-20

DIVB ISHARES TR239.5K shares0.89%2025-09-302025-10-20

QQQ INVESCO QQQ TR15.4K shares-0.55%2025-09-302025-10-20

JEPI J P MORGAN EXCHANGE TRADED F154.4K shares1.78%2025-09-302025-10-20

AVGO BROADCOM INC26.1K shares1.37%2025-09-302025-10-20

DGRW WISDOMTREE TR93.5K shares0.01%2025-09-302025-10-20

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USTB VICTORY PORTFOLIOS II139.6K shares6.21%2025-09-302025-10-20

MSFT MICROSOFT CORP13.6K shares-3.03%2025-09-302025-10-20

VOO VANGUARD INDEX FDS11.5K shares-0.56%2025-09-302025-10-20

AMZN AMAZON COM INC31.8K shares4.67%2025-09-302025-10-20

FBND FIDELITY MERRIMACK STR TR139.3K shares1.51%2025-09-302025-10-20

GOOG ALPHABET INC25.3K shares4.17%2025-09-302025-10-20

BINC BLACKROCK ETF TRUST II85.2K shares0.51%2025-09-302025-10-20

IQQQ PROSHARES TR99.7K shares2.94%2025-09-302025-10-20

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KCE SPDR SERIES TRUST24.4K shares-0.02%2025-09-302025-10-20

ACN ACCENTURE PLC IRELAND13.9K shares1.07%2025-09-302025-10-20

GRNY TIDAL TRUST I135.7K shares325.78%2025-09-302025-10-20

JSI JANUS DETROIT STR TR64.1K shares4.32%2025-09-302025-10-20

JPM JPMORGAN CHASE & CO.10.0K shares2.57%2025-09-302025-10-20

TSLA TESLA INC7.0K shares7.92%2025-09-302025-10-20

XLI SELECT SECTOR SPDR TR18.0K shares-2.72%2025-09-302025-10-20

PULS PGIM ETF TR50.1K shares1.01%2025-09-302025-10-20

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GMUB GOLDMAN SACHS ETF TR44.9K sharesnew addition2025-09-302025-10-20

NFLX NETFLIX INC1.9K shares-1.93%2025-09-302025-10-20

ABBV ABBVIE INC9.4K shares1.76%2025-09-302025-10-20

KBWB INVESCO EXCH TRADED FD TR II27.5K shares1.48%2025-09-302025-10-20

META META PLATFORMS INC2.7K shares18.65%2025-09-302025-10-20

BSCQ INVESCO EXCH TRD SLF IDX FD96.5K shares0.21%2025-09-302025-10-20

QQQM INVESCO EXCH TRADED FD TR II7.5K shares16.00%2025-09-302025-10-20

GS GOLDMAN SACHS GROUP INC2.3K shares4.16%2025-09-302025-10-20

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BSCR INVESCO EXCH TRD SLF IDX FD90.6K shares0.37%2025-09-302025-10-20

SHOP SHOPIFY INC10.3K shares3.52%2025-09-302025-10-20

V VISA INC4.1K shares8.81%2025-09-302025-10-20

WMT WALMART INC12.2K shares-0.60%2025-09-302025-10-20

IBDQ ISHARES TR47.4K shares0.00%2025-09-302025-10-20

QCOM QUALCOMM INC6.5K shares0.45%2025-09-302025-10-20

CWI SPDR INDEX SHS FDS30.8K shares4.11%2025-09-302025-10-20

JNJ JOHNSON & JOHNSON5.8K shares4.88%2025-09-302025-10-20

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MSTR STRATEGY INC3.2K shares-3.02%2025-09-302025-10-20

HMOP HARTFORD FDS EXCHANGE TRADED26.5K shares0.57%2025-09-302025-10-20

PLTR PALANTIR TECHNOLOGIES INC5.5K shares7.77%2025-09-302025-10-20

CRM SALESFORCE INC3.9K shares2.99%2025-09-302025-10-20

JMST J P MORGAN EXCHANGE TRADED F17.8K shares3.63%2025-09-302025-10-20

GOOGL ALPHABET INC3.6K shares0.00%2025-09-302025-10-20

IBDT ISHARES TR32.0K shares0.00%2025-09-302025-10-20

MYCH SSGA ACTIVE TR32.4K shares0.84%2025-09-302025-10-20

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MYCJ SSGA ACTIVE TR31.8K shares0.85%2025-09-302025-10-20

MYCI SSGA ACTIVE TR31.6K shares0.86%2025-09-302025-10-20

SYK STRYKER CORPORATION2.0K shares-13.43%2025-09-302025-10-20

IBIT ISHARES BITCOIN TRUST ETF10.7K shares1.33%2025-09-302025-10-20

CAT CATERPILLAR INC1.4K sharesnew addition2025-09-302025-10-20

VIG VANGUARD SPECIALIZED FUNDS3.0K shares-2.51%2025-09-302025-10-20

CSCO CISCO SYS INC8.9K shares-27.17%2025-09-302025-10-20

MU MICRON TECHNOLOGY INC3.6K shares0.00%2025-09-302025-10-20

Sponsored

BSJP INVESCO EXCH TRD SLF IDX FD26.0K shares0.00%2025-09-302025-10-20

PG PROCTER AND GAMBLE CO3.8K shares-9.69%2025-09-302025-10-20

COST COSTCO WHSL CORP NEW625 shares5.04%2025-09-302025-10-20

MCD MCDONALDS CORP1.9K shares8.28%2025-09-302025-10-20

LLY ELI LILLY & CO754 shares3.29%2025-09-302025-10-20

GD GENERAL DYNAMICS CORP1.7K sharesnew addition2025-09-302025-10-20

AMAT APPLIED MATLS INC2.7K shares-19.84%2025-09-302025-10-20

PEG PUBLIC SVC ENTERPRISE GRP IN6.5K shares5.60%2025-09-302025-10-20

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MELI MERCADOLIBRE INC232 shares7.41%2025-09-302025-10-20

FTNT FORTINET INC6.3K shares8.98%2025-09-302025-10-20

IBDU ISHARES TR22.5K shares0.00%2025-09-302025-10-20

BSCU INVESCO EXCH TRD SLF IDX FD30.5K shares0.00%2025-09-302025-10-20

BX BLACKSTONE INC3.0K shares1.91%2025-09-302025-10-20

CRWD CROWDSTRIKE HLDGS INC980 shares2.30%2025-09-302025-10-20

JPST J P MORGAN EXCHANGE TRADED F9.3K shares0.00%2025-09-302025-10-20

ORCL ORACLE CORP1.6K shares7.97%2025-09-302025-10-20

Sponsored

CEG CONSTELLATION ENERGY CORP1.3K shares0.00%2025-09-302025-10-20

CRWV COREWEAVE INC3.0K sharesnew addition2025-09-302025-10-20

KKR KKR & CO INC3.1K shares0.00%2025-09-302025-10-20

SFLO VICTORY PORTFOLIOS II13.7K shares0.00%2025-09-302025-10-20

JCPB J P MORGAN EXCHANGE TRADED F8.2K shares0.02%2025-09-302025-10-20

QBTS D-WAVE QUANTUM INC15.2K shares51.50%2025-09-302025-10-20

VGT VANGUARD WORLD FD494 shares0.00%2025-09-302025-10-20

ABT ABBOTT LABS2.6K shares34.55%2025-09-302025-10-20

Sponsored

BAC BANK AMERICA CORP6.5K shares0.48%2025-09-302025-10-20

RS RELIANCE INC1.1K shares3.33%2025-09-302025-10-20

IBM INTERNATIONAL BUSINESS MACHS1.1K shares14.57%2025-09-302025-10-20

BSMQ INVESCO EXCH TRD SLF IDX FD13.0K shares0.00%2025-09-302025-10-20

JMUB J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2025-09-302025-10-20

BRK.B BERKSHIRE HATHAWAY INC DEL599 shares-36.34%2025-09-302025-10-20

TD TORONTO DOMINION BK ONT3.6K shares0.00%2025-09-302025-10-20

SBUX STARBUCKS CORP3.2K shares14.71%2025-09-302025-10-20

Sponsored

BSMP INVESCO EXCH TRD SLF IDX FD11.1K shares0.00%2025-09-302025-10-20

NET CLOUDFLARE INC1.3K shares6.35%2025-09-302025-10-20

CRCL CIRCLE INTERNET GROUP INC2.0K shares48.15%2025-09-302025-10-20

BPRN PRINCETON BANCORP INC8.2K shares0.00%2025-09-302025-10-20

MS MORGAN STANLEY1.6K shares0.00%2025-09-302025-10-20

BUFR FIRST TR EXCHNG TRADED FD VI7.5K shares2.38%2025-09-302025-10-20

TJX TJX COS INC NEW1.7K shares-37.09%2025-09-302025-10-20

ADP AUTOMATIC DATA PROCESSING IN825 sharesnew addition2025-09-302025-10-20

Sponsored

NOW SERVICENOW INC243 shares10.96%2025-09-302025-10-20

CVX CHEVRON CORP NEW1.4K sharesnew addition2025-09-302025-10-20

UNH UNITEDHEALTH GROUP INC627 sharesnew addition2025-09-302025-10-20

TDIV FIRST TR EXCHANGE TRADED FD2.1K sharesnew addition2025-09-302025-10-20

JEPQ J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2025-09-302025-10-20

IVV ISHARES TR309 sharesnew addition2025-09-302025-10-20

EXC EXELON CORP4.5K sharesnew addition2025-09-302025-10-20

QS QUANTUMSCAPE CORP15.4K sharesnew addition2025-09-302025-10-20

Sponsored

BDJ BLACKROCK ENHANCED EQUITY DI20.4K shares0.00%2025-09-302025-10-20

CRVS CORVUS PHARMACEUTICALS INC17.0K shares-66.00%2025-09-302025-10-20

NIO NIO INC13.3K shares0.00%2025-09-302025-10-20

LAC LITHIUM AMERS CORP NEW10.0K sharesnew addition2025-09-302025-10-20

NVDA

NVIDIA CORPORATION

0.65%

Shares161.9K

Event2025-09-30

Filed2025-10-20

AAPL

APPLE INC

-0.34%

Shares59.8K

Event2025-09-30

Filed2025-10-20

XMHQ

INVESCO EXCHANGE TRADED FD T

0.97%

Shares135.4K

Event2025-09-30

Filed2025-10-20

DIVB

ISHARES TR

0.89%

Shares239.5K

Event2025-09-30

Filed2025-10-20

QQQ

INVESCO QQQ TR

-0.55%

Shares15.4K

Event2025-09-30

Filed2025-10-20

JEPI

J P MORGAN EXCHANGE TRADED F

1.78%

Shares154.4K

Event2025-09-30

Filed2025-10-20

AVGO

BROADCOM INC

1.37%

Shares26.1K

Event2025-09-30

Filed2025-10-20

DGRW

WISDOMTREE TR

0.01%

Shares93.5K

Event2025-09-30

Filed2025-10-20

USTB

VICTORY PORTFOLIOS II

6.21%

Shares139.6K

Event2025-09-30

Filed2025-10-20

MSFT

MICROSOFT CORP

-3.03%

Shares13.6K

Event2025-09-30

Filed2025-10-20

VOO

VANGUARD INDEX FDS

-0.56%

Shares11.5K

Event2025-09-30

Filed2025-10-20

AMZN

AMAZON COM INC

4.67%

Shares31.8K

Event2025-09-30

Filed2025-10-20

FBND

FIDELITY MERRIMACK STR TR

1.51%

Shares139.3K

Event2025-09-30

Filed2025-10-20

GOOG

ALPHABET INC

4.17%

Shares25.3K

Event2025-09-30

Filed2025-10-20

BINC

BLACKROCK ETF TRUST II

0.51%

Shares85.2K

Event2025-09-30

Filed2025-10-20

IQQQ

PROSHARES TR

2.94%

Shares99.7K

Event2025-09-30

Filed2025-10-20

KCE

SPDR SERIES TRUST

-0.02%

Shares24.4K

Event2025-09-30

Filed2025-10-20

ACN

ACCENTURE PLC IRELAND

1.07%

Shares13.9K

Event2025-09-30

Filed2025-10-20

GRNY

TIDAL TRUST I

325.78%

Shares135.7K

Event2025-09-30

Filed2025-10-20

JSI

JANUS DETROIT STR TR

4.32%

Shares64.1K

Event2025-09-30

Filed2025-10-20

JPM

JPMORGAN CHASE & CO.

2.57%

Shares10.0K

Event2025-09-30

Filed2025-10-20

TSLA

TESLA INC

7.92%

Shares7.0K

Event2025-09-30

Filed2025-10-20

XLI

SELECT SECTOR SPDR TR

-2.72%

Shares18.0K

Event2025-09-30

Filed2025-10-20

PULS

PGIM ETF TR

1.01%

Shares50.1K

Event2025-09-30

Filed2025-10-20

GMUB

GOLDMAN SACHS ETF TR

New

Shares44.9K

Event2025-09-30

Filed2025-10-20

NFLX

NETFLIX INC

-1.93%

Shares1.9K

Event2025-09-30

Filed2025-10-20

ABBV

ABBVIE INC

1.76%

Shares9.4K

Event2025-09-30

Filed2025-10-20

KBWB

INVESCO EXCH TRADED FD TR II

1.48%

Shares27.5K

Event2025-09-30

Filed2025-10-20