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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 $146,478,514
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 71,195 $13,707,215 9.35%
2.
Invesco Exchange Traded Fd T
 109,799 $9,740,285 6.64%
3.
Nvidia Corp
 NVDA 19,124 $9,470,764 6.46%
4.
Schwab Strategic Trust
 FNDF 119,864 $7,424,376 5.06%
5.
Invesco Qqq Tr
 17,928 $7,342,005 5.01%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)