13F Filings History of Masso Torrence Wealth Management Inc.

Latest 13F report
Q3 2025 - 20 Oct 2025
Value $
$240,329,098
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Marlton, NJ
Summary
This page shows a list of all the recent 13F filings made by Masso Torrence Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Masso Torrence Wealth Management Inc. reported 108 stock holdings with total value $240,329,098 as of Q3 2025. Top holdings included NVDA, AAPL, XMHQ, DIVB, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 108 $240,329,098 +$12,541,721 -$5,784,199 +$6,757,522 NVDA, AAPL, XMHQ, DIVB, QQQ 13F-HR 20 Oct 2025, 16:00
Q2 2025 100 $216,415,083 +$13,591,268 -$6,085,402 +$7,505,866 NVDA, XMHQ, AAPL, DIVB, JEPI 13F-HR 14 Jul 2025, 11:43
Q1 2025 99 $187,273,042 +$30,064,689 -$19,672,474 +$10,392,215 NVDA, AAPL, XMHQ, DIVB, JEPI 13F-HR 22 Apr 2025, 12:09
Q4 2024 99 $190,312,161 +$18,834,530 -$14,802,137 +$4,032,393 NVDA, AAPL, XMHQ, FNDX, QQQ 13F-HR 23 Jan 2025, 09:11
Q3 2024 93 $185,364,607 +$14,698,851 -$11,670,609 +$3,028,242 NVDA, AAPL, XMHQ, FNDX, QQQ 13F-HR 23 Oct 2024, 17:41
Q2 2024 94 $180,292,043 +$27,532,353 -$6,637,626 +$20,894,727 NVDA, AAPL, XMHQ, FNDX, QQQ 13F-HR 22 Jul 2024, 13:53
Q1 2024 93 $168,561,837 +$19,306,325 -$12,872,104 +$6,434,221 NVDA, XMHQ, AAPL, FNDX, QQQ 13F-HR 23 Apr 2024, 12:06
Q4 2023 90 $146,478,514 +$29,347,895 -$25,237,406 +$4,110,489 AAPL, XMHQ, NVDA, FNDX, QQQ 13F-HR 01 Feb 2024, 13:57
Q3 2023 84 $130,074,811 +$3,455,694 -$5,761,944 -$2,306,250 AAPL, NVDA, QQQ, QQXT, JEPI 13F-HR 07 Nov 2023, 11:10
Q2 2023 85 $138,606,219 +$11,392,437 -$9,766,765 +$1,625,672 AAPL, NVDA, SCHD, QQQ, JEPI 13F-HR 11 Aug 2023, 11:26
Q1 2023 91 $126,281,524 +$15,666,617 -$23,752,956 -$8,086,339 AAPL, SCHD, JEPI, NVDA, QQQ 13F-HR 12 May 2023, 14:55
Q4 2022 90 $125,493,050 +$28,320,663 -$21,065,836 +$7,254,827 AAPL, SCHD, FTCS, JEPI, JAVA 13F-HR 14 Feb 2023, 14:42
Q3 2022 85 $113,244,000 +$10,391,845 -$3,559,041 +$6,832,804 AAPL, SCHD, FTCS, JEPI, VOO 13F-HR 14 Nov 2022, 10:09
Q2 2022 79 $113,695,000 +$16,396,118 -$4,952,969 +$11,443,149 AAPL, SCHD, FTCS, VOO, BUFR 13F-HR 28 Jul 2022, 16:48
Q1 2022 77 $124,927,000 +$10,269,073 -$21,998,727 -$11,729,654 AAPL, SCHD, FTCS, VOO, TCHP 13F-HR 26 Apr 2022, 15:35
Q4 2021 391 $142,987,000 $0 $0 $0 AAPL, SCHD, VOO, XMVM, FTCS 13F-HR 10 Feb 2022, 11:47