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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 $190,312,161
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 159,044 $21,358,004 11.22%
2.
Apple Inc.
 AAPL 60,181 $15,070,521 7.91%
3.
Invesco Exchange Traded Fd T - S&P MDCP QUALITY
 122,445 $12,057,182 6.33%
4.
Schwab Strategic Trust
 FNDF 383,334 $9,077,349 4.76%
5.
Invesco Qqq Tr
 16,983 $8,682,271 4.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)