Masso Torrence Wealth Management Inc.

CIK

1903153

Location

MARLTON, NJ

Portfolio Value

Small $119,801,325

Diversification

Diversified

Filing Date

Global Rank

#5,264 / 7,983 ▲ 48 · as of Sep 2025

Top Industry

Semiconductors 36.9%

3Y Alpha vs SPY

+2.3%

Period ended 9 months ago

Filed Oct 20, 2025 · 8mo

16 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+86.9%

SPY

+76.8%

Annualised alpha

+2.3%

Max drawdown

−25.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

65 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

25.2%

+1.7 pts

Top 5

58.7%

+2.9 pts

Top 10

74.4%

+1.7 pts

HHI

1,020

Diversified+102

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	62.5%	$74,909,847	22
Consumer Cyclical	10.0%	$12,030,383	8
Unclassified	8.3%	$9,961,737	2
Financial Services	7.7%	$9,195,253	12
Healthcare	4.4%	$5,244,752	7
Communication Services	2.5%	$3,053,315	3
Consumer Defensive	2.0%	$2,410,372	3
Industrials	1.0%	$1,226,915	2
Utilities	1.0%	$1,170,145	3
Basic Materials	0.3%	$379,492	2
Energy	0.2%	$219,114	1

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QBTS	D-Wave Quantum Inc.	+5,150	15,150	$374,356
AMZN	Amazon Com Inc	+1,418	31,798	$6,981,886
NVDA	Nvidia Corp	+1,040	161,860	$30,199,838
ABT	Abbott Laboratories	+674	2,625	$351,592
CRCL	Circle Internet Group, Inc.	+650	2,000	$265,160
FTNT	Fortinet, Inc.	+522	6,332	$532,394
TSLA	Tesla, Inc.	+515	7,019	$3,121,489
META	Meta Platforms, Inc.	+419	2,666	$1,957,857
SBUX	Starbucks Corp	+412	3,213	$271,819
PLTR	Palantir Technologies Inc.	+396	5,491	$1,001,668
AVGO	Broadcom Inc.	+352	26,066	$8,599,434
SHOP	Shopify Inc.	+349	10,262	$1,525,035
PEG	Public Service Enterprise Group Inc	+347	6,538	$545,661
V	Visa Inc.	+331	4,090	$1,396,244
JNJ	Johnson & Johnson	+269	5,784	$1,072,469
JPM	Jpmorgan Chase & Co	+251	10,007	$3,156,508
ABBV	AbbVie Inc.	+162	9,360	$2,167,214
ACN	Accenture plc	+147	13,881	$3,423,054
MCD	Mcdonalds Corp	+145	1,897	$576,479
IBM	International Business Machines Corp	+144	1,132	$319,405
IBIT	iShares Bitcoin Trust ETF	+140	10,665	$693,225
ORCL	Oracle Corp	+115	1,558	$438,171
CRM	Salesforce, Inc.	+112	3,863	$915,531
GS	Goldman Sachs Group Inc	+92	2,306	$1,836,383
NET	Cloudflare, Inc.	+75	1,256	$269,525
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
CRVS	Corvus Pharmaceuticals, Inc.	−33,000	17,000	$125,290
CSCO	Cisco Systems, Inc.	−3,311	8,873	$607,090
TJX	Tjx Companies Inc /De/	−1,000	1,696	$245,139
AMAT	Applied Materials Inc /De	−664	2,683	$549,317
MSFT	Microsoft Corp	−424	13,573	$7,030,135
PG	PROCTER & GAMBLE Co	−404	3,766	$578,645
BRK-B	Berkshire Hathaway Inc	−342	599	$301,141
SYK	Stryker Corp	−309	1,992	$736,382
AAPL	Apple Inc.	−204	59,772	$15,219,744
MSTR	Strategy Inc	−100	3,210	$1,034,294
QQQ	Invesco Qqq Trust, Series 1	−86	15,438	$9,268,512
WMT	Walmart Inc.	−73	12,160	$1,253,209
NFLX	Netflix Inc	−37	1,876	$224,917
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	1,375	$656,081
GD	General Dynamics Corp	1,674	$570,834
CRWV	CoreWeave, Inc.	3,050	$417,392
ADP	Automatic Data Processing Inc	825	$242,137
CVX	Chevron Corp	1,411	$219,114
UNH	Unitedhealth Group Inc	627	$216,503
EXC	Exelon Corp	4,487	$201,959
QS	QuantumScape Corp	15,400	$189,728
LAC	Lithium Americas Corp.	10,000	$57,100
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	4,979	$2,705,638
LMT	Lockheed Martin Corp	1,349	$624,775
AMD	Advanced Micro Devices Inc	3,581	$508,143
PCTY	Paylocity Holding Corp	1,563	$283,199
GROY	Gold Royalty Corp.	10,000	$22,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $119,801,325 total · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	161,860	+1,040	$30,199,838	+18.9%	25.21%
AAPL	Apple Inc. Technology	Reduced	59,772	-204	$15,219,744	+23.7%	12.70%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15,438	-86	$9,268,512	+8.2%	7.74%
AVGO	Broadcom Inc. Technology	Added	26,066	+352	$8,599,434	+21.3%	7.18%
MSFT	Microsoft Corp Technology	Reduced	13,573	-424	$7,030,135	+1.0%	5.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	31,798	+1,418	$6,981,886	+4.8%	5.83%
ACN	Accenture plc Technology	Added	13,881	+147	$3,423,054	−16.6%	2.86%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,007	+251	$3,156,508	+11.6%	2.63%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,019	+515	$3,121,489	+51.1%	2.61%
ABBV	AbbVie Inc. Healthcare	Added	9,360	+162	$2,167,214	+26.9%	1.81%
META	Meta Platforms, Inc. Communication Services	Added	2,666	+419	$1,957,857	+18.1%	1.63%
GS	Goldman Sachs Group Inc Financial Services	Added	2,306	+92	$1,836,383	+17.2%	1.53%
SHOP	Shopify Inc. Technology	Added	10,262	+349	$1,525,035	+33.4%	1.27%
V	Visa Inc. Financial Services	Added	4,090	+331	$1,396,244	+4.6%	1.17%
WMT	Walmart Inc. Consumer Defensive	Reduced	12,160	-73	$1,253,209	+4.8%	1.05%
QCOM	Qualcomm Inc/De Technology	Added	6,504	+29	$1,082,005	+4.9%	0.90%
JNJ	Johnson & Johnson Healthcare	Added	5,784	+269	$1,072,469	+27.3%	0.90%
MSTR	Strategy Inc Technology	Reduced	3,210	-100	$1,034,294	−22.7%	0.86%
PLTR	Palantir Technologies Inc. Technology	Added	5,491	+396	$1,001,668	+44.2%	0.84%
CRM	Salesforce, Inc. Technology	Added	3,863	+112	$915,531	−10.5%	0.76%
GOOGL	Alphabet Inc. Communication Services	Held	3,581	0	$870,541	+37.9%	0.73%
SYK	Stryker Corp Healthcare	Reduced	1,992	-309	$736,382	−19.1%	0.61%
IBIT	iShares Bitcoin Trust ETF	Added	10,665	+140	$693,225	+7.6%	0.58%
CAT	Caterpillar Inc Industrials	NEW	1,375	NEW	$656,081	NEW	0.55%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,873	-3,311	$607,090	−28.2%	0.51%
MU	Micron Technology Inc Technology	Held	3,610	0	$604,025	+35.8%	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,766	-404	$578,645	−12.9%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	625	+30	$578,518	−1.8%	0.48%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,897	+145	$576,479	+12.6%	0.48%
LLY	ELI LILLY & Co Healthcare	Added	754	+24	$575,302	+1.1%	0.48%
GD	General Dynamics Corp Industrials	NEW	1,674	NEW	$570,834	NEW	0.48%
AMAT	Applied Materials Inc /De Technology	Reduced	2,683	-664	$549,317	−10.3%	0.46%
PEG	Public Service Enterprise Group Inc Utilities	Added	6,538	+347	$545,661	+4.7%	0.46%
MELI	Mercadolibre Inc Consumer Cyclical	Added	232	+16	$542,170	−4.0%	0.45%
FTNT	Fortinet, Inc. Technology	Added	6,332	+522	$532,394	−13.3%	0.44%
BX	Blackstone Inc. Financial Services	Added	2,992	+56	$511,183	+16.4%	0.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	980	+22	$480,572	−1.5%	0.40%
ORCL	Oracle Corp Technology	Added	1,558	+115	$438,171	+38.9%	0.37%
CEG	Constellation Energy Corp Utilities	Held	1,284	0	$422,525	+2.0%	0.35%
CRWV	CoreWeave, Inc. Technology	NEW	3,050	NEW	$417,392	NEW	0.35%
KKR	KKR & Co. Inc. Financial Services	Held	3,124	0	$405,963	−2.3%	0.34%
QBTS	D-Wave Quantum Inc. Technology	Added	15,150	+5,150	$374,356	+155.7%	0.31%
ABT	Abbott Laboratories Healthcare	Added	2,625	+674	$351,592	+32.5%	0.29%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,451	+31	$332,807	+9.6%	0.28%
RS	Reliance, Inc. Basic Materials	Added	1,148	+37	$322,392	−7.6%	0.27%
IBM	International Business Machines Corp Technology	Added	1,132	+144	$319,405	+9.7%	0.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	599	-342	$301,141	−34.1%	0.25%
TD	Toronto Dominion Bank Financial Services	Held	3,623	0	$289,658	+8.8%	0.24%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,213	+412	$271,819	+5.9%	0.23%
NET	Cloudflare, Inc. Technology	Added	1,256	+75	$269,525	+16.5%	0.22%