Masso Torrence Wealth Management Inc. Portfolio Holdings
Q3 2025•104 long positions•$234.5M portfolio value
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Holding109 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $30.2M 12.88% | +$194.0K Bought | 0.001% 161.9K shares | 160.8K → 161.9K +$194.0K | +0.65% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $15.2M 6.49% | -$51.9K Sold | 0.0% 59.8K shares | 60.0K → 59.8K −$51.9K | -0.34% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.2M 6.06% | +$136.2K Bought | — 135.4K shares | 134.1K → 135.4K +$136.2K | +0.97% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.5M 5.34% | +$110.6K Bought | — 239.5K shares | 237.4K → 239.5K +$110.6K | +0.89% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $9.3M 3.95% | -$51.6K Sold | — 15.4K shares | 15.5K → 15.4K −$51.6K | -0.55% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.8M 3.76% | +$154.3K Bought | — 154.4K shares | 151.7K → 154.4K +$154.3K | +1.78% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $8.6M 3.67% | +$116.1K Bought | 0.001% 26.1K shares | 25.7K → 26.1K +$116.1K | +1.37% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.3M 3.55% | +$533.8 Bought | — 93.5K shares | 93.5K → 93.5K +$533.8 | +0.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.1M 3.03% | +$416.3K Bought | — 139.6K shares | 131.4K → 139.6K +$416.3K | +6.21% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $7.0M 3.0% | -$219.6K Sold | 0.0% 13.6K shares | 14.0K → 13.6K −$219.6K | -3.03% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.0M 2.99% | -$39.8K Sold | — 11.5K shares | 11.5K → 11.5K −$39.8K | -0.56% | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $7.0M 2.98% | +$311.4K Bought | 0.0% 31.8K shares | 30.4K → 31.8K +$311.4K | +4.67% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.4M 2.75% | +$95.8K Bought | — 139.3K shares | 137.2K → 139.3K +$95.8K | +1.51% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $6.2M 2.63% | +$246.7K Bought | 0.0% 25.3K shares | 24.3K → 25.3K +$246.7K | +4.17% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.5M 1.93% | +$22.9K Bought | — 85.2K shares | 84.7K → 85.2K +$22.9K | +0.51% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.4M 1.87% | +$125.5K Bought | — 99.7K shares | 96.8K → 99.7K +$125.5K | +2.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 1.59% | -$611.4 Sold | — 24.4K shares | 24.4K → 24.4K −$611.4 | -0.02% | — — | Q3 2024 Held for 1y 2m | |
Information Technology Services Technology | $3.4M 1.46% | +$36.3K Bought | 0.002% 13.9K shares | 13.7K → 13.9K +$36.3K | +1.07% | $153.39B Large Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $3.3M 1.43% | +$138.8K Bought | — 64.1K shares | 61.4K → 64.1K +$138.8K | +4.32% | — — | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $3.2M 1.35% | +$79.2K Bought | 0.0% 10.0K shares | 9.8K → 10.0K +$79.2K | +2.57% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $3.1M 1.33% | +$229.0K Bought | 0.0% 7.0K shares | 6.5K → 7.0K +$229.0K | +7.92% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.8M 1.19% | -$77.7K Sold | — 18.0K shares | 18.6K → 18.0K −$77.7K | -2.72% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $2.5M 1.07% | +$24.9K Bought | — 50.1K shares | 49.6K → 50.1K +$24.9K | +1.01% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $2.3M 0.973% | +$2.3M New | — 44.9K shares | 0 → 44.9K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $2.2M 0.959% | -$44.4K Sold | 0.0% 1.9K shares | 1.9K → 1.9K −$44.4K | -1.93% | $509.45B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $2.2M 0.924% | +$37.5K Bought | 0.001% 9.4K shares | 9.2K → 9.4K +$37.5K | +1.76% | $409.03B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.2M 0.917% | +$31.4K Bought | — 27.5K shares | 27.1K → 27.5K +$31.4K | +1.48% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $2.0M 0.835% | +$307.7K Bought | 0.0% 2.7K shares | 2.2K → 2.7K +$307.7K | +18.65% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.805% | +$4.0K Bought | — 96.5K shares | 96.3K → 96.5K +$4.0K | +0.21% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.788% | +$255.0K Bought | — 7.5K shares | 6.5K → 7.5K +$255.0K | +16.0% | — — | Q2 2024 Held for 1y 5m | |
Financial - Capital Markets Financial Services | $1.8M 0.783% | +$73.3K Bought | 0.001% 2.3K shares | 2.2K → 2.3K +$73.3K | +4.16% | $241.07B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 0.762% | +$6.7K Bought | — 90.6K shares | 90.3K → 90.6K +$6.7K | +0.37% | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $1.5M 0.65% | +$51.9K Bought | 0.001% 10.3K shares | 9.9K → 10.3K +$51.9K | +3.52% | $193.14B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $1.4M 0.595% | +$113.0K Bought | 0.0% 4.1K shares | 3.8K → 4.1K +$113.0K | +8.81% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $1.3M 0.534% | -$7.5K Sold | 0.0% 12.2K shares | 12.2K → 12.2K −$7.5K | -0.6% | $821.68B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.509% | — | — 47.4K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $1.1M 0.461% | +$4.8K Bought | 0.001% 6.5K shares | 6.5K → 6.5K +$4.8K | +0.45% | $179.50B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.458% | +$42.4K Bought | — 30.8K shares | 29.6K → 30.8K +$42.4K | +4.11% | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $1.1M 0.457% | +$49.9K Bought | 0.0% 5.8K shares | 5.5K → 5.8K +$49.9K | +4.88% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Application Technology | $1.0M 0.441% | -$32.2K Sold | 0.001% 3.2K shares | 3.3K → 3.2K −$32.2K | -3.02% | $91.4B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.0M 0.441% | +$5.8K Bought | — 26.5K shares | 26.4K → 26.5K +$5.8K | +0.57% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $1.0M 0.427% | +$72.2K Bought | 0.0% 5.5K shares | 5.1K → 5.5K +$72.2K | +7.77% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $915.5K 0.39% | +$26.5K Bought | 0.0% 3.9K shares | 3.8K → 3.9K +$26.5K | +2.99% | $225.62B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $909.5K 0.388% | +$31.9K Bought | — 17.8K shares | 17.2K → 17.8K +$31.9K | +3.63% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $870.6K 0.371% | — | 0.0% 3.6K shares | — | — | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $816.5K 0.348% | — | — 32.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Medical - Devices Healthcare | $736.5K 0.314% | -$114.2K Sold | 0.001% 2.0K shares | 2.3K → 2.0K −$114.2K | -13.43% | $141.33B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $693.2K 0.296% | +$9.1K Bought | — 10.7K shares | 10.5K → 10.7K +$9.1K | +1.33% | — — | Q1 2024 Held for 1y 8m | |
Agricultural - Machinery Industrials | $656.1K 0.28% | +$656.1K Bought | 0.0% 1.4K shares | — | — | $223.53B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $636.6K 0.271% | -$16.4K Sold | — 3.0K shares | 3.0K → 3.0K −$16.4K | -2.51% | — — | Q4 2022 Held for 2y 11m |
