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Home > Institutional Investor > Masso Torrence Wealth Management Inc. > Profile

Instuitional Investor - Masso Torrence Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Masso Torrence Wealth Management Inc.
Portfolio Value $240,329,098
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 161,860 $30,199,799 12.57%
2.
Apple Inc.
 AAPL 59,772 $15,219,732 6.33%
3.
Invesco Exchange Traded Fd T - S&P MDCP QUALITY
 135,415 $14,213,142 5.91%
4.
Ishares Tr - CORE DIVID ETF
 239,475 $12,512,569 5.21%
5.
Invesco Qqq Tr
 15,438 $9,268,764 3.86%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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