Masso Torrence Wealth Management Inc.

MARLTON, NJ · CIK 1903153 · 13F filing filed 2025-10-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMarlton, NJ

$240.3m reported value +11.1% vs Q2 2025

108positions

50.5%in top 10

13 new 58 added 17 reduced 5 sold out vs Q2 2025

This report includes the holdings of 2 other managers that share the investment decisions:

First Trust Investment Solutions L.P. – no 13F of its own this quarter
GOLDMAN SACHS ASSET MANAGEMENT/ – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	161,860	$30.2m12.57%	12.57%	Added +1.0k	+1,040 0.7%
2	APPLE INC COM AAPL	AAPL	59,772	$15.2m6.33%	6.33%	Reduced -204	-204 -0.3%
3	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	135,415	$14.2m5.91%	5.91%	Added +1.3k	+1,298 1.0%
4	ISHARES TR CORE DIVID ETF DIVB	DIVB	239,475	$12.5m5.21%	5.21%	Added +2.1k	+2,117 0.9%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	15,438	$9.3m3.86%	3.86%	Reduced -86	-86 -0.6%
6	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	154,386	$8.8m3.67%	3.67%	Added +2.7k	+2,702 1.8%
7	BROADCOM INC COM AVGO	AVGO	26,066	$8.6m3.58%	3.58%	Added +352	+352 1.4%
8	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	93,483	$8.3m3.46%	3.46%	Added +6	+6 0.0%
9	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	139,571	$7.1m2.96%	2.96%	Added +8.2k	+8,165 6.2%
10	MICROSOFT CORP COM MSFT	MSFT	13,573	$7.0m2.93%	2.93%	Reduced -424	-424 -3.0%
11	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	11,457	$7.0m2.92%	2.92%	Reduced -65	-65 -0.6%
12	AMAZON COM INC COM AMZN	AMZN	31,798	$7.0m2.91%	2.91%	Added +1.4k	+1,418 4.7%
13	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	139,292	$6.4m2.68%	2.68%	Added +2.1k	+2,072 1.5%
14	ALPHABET INC CAP STK CL C GOOG	GOOG	25,288	$6.2m2.56%	2.56%	Added +1.0k	+1,013 4.2%
15	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	85,163	$4.5m1.89%	1.89%	Added +431	+431 0.5%
16	PROSHARES TR NASDAQ 100 HIGH IQQQ	IQQQ	99,671	$4.4m1.83%	1.83%	Added +2.9k	+2,850 2.9%
17	SPDR SER TR S&P CAP MKTS KCE	KCE	24,438	$3.7m1.55%	1.55%	Reduced -4	-4 -0.0%
18	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	13,881	$3.4m1.42%	1.42%	Added +147	+147 1.1%
19	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	135,683	$3.4m1.41%	1.41%	Added +103.8k	+103,816 325.8%
20	JANUS DETROIT STR TR HENDERSON SECURI JSI	JSI	64,068	$3.3m1.39%	1.39%	Added +2.7k	+2,655 4.3%
21	JPMORGAN CHASE & CO COM JPM	JPM	10,007	$3.2m1.31%	1.31%	Added +251	+251 2.6%
22	TESLA INC COM TSLA	TSLA	7,019	$3.1m1.30%	1.30%	Added +515	+515 7.9%
23	SELECT SECTOR SPDR TR INDL XLI	XLI	18,046	$2.8m1.16%	1.16%	Reduced -504	-504 -2.7%
24	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	50,143	$2.5m1.04%	1.04%	Added +500	+500 1.0%
25	GOLDMAN SACHS ETF TR MUNI INCOME ETF GMUB	GMUB	44,875	$2.3m0.95%	0.95%	New
26	NETFLIX INC COM NFLX	NFLX	1,876	$2.2m0.94%	0.94%	Reduced -37	-37 -1.9%
27	ABBVIE INC COM ABBV	ABBV	9,360	$2.2m0.90%	0.90%	Added +162	+162 1.8%
28	INVESCO EXCH TRADED FD TR II KBW BK ETF KBWB	KBWB	27,504	$2.2m0.90%	0.90%	Added +401	+401 1.5%
29	META PLATFORMS INC CL A META	META	2,666	$2.0m0.81%	0.81%	Added +419	+419 18.6%
30	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	96,524	$1.9m0.79%	0.79%	Added +207	+207 0.2%
31	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	7,483	$1.8m0.77%	0.77%	Added +1.0k	+1,032 16.0%
32	GOLDMAN SACHS GROUP INC COM GS	GS	2,306	$1.8m0.76%	0.76%	Added +92	+92 4.2%
33	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	90,638	$1.8m0.74%	0.74%	Added +338	+338 0.4%
34	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	10,262	$1.5m0.63%	0.63%	Added +349	+349 3.5%
35	VISA INC COM CL A V	V	4,090	$1.4m0.58%	0.58%	Added +331	+331 8.8%
36	WALMART INC COM WMT	WMT	12,160	$1.3m0.52%	0.52%	Reduced -73	-73 -0.6%
37	ISHARES TR IBONDS DEC25 ETF IBDQ	IBDQ	47,364	$1.2m0.50%	0.50%	Unchanged
38	QUALCOMM INC COM QCOM	QCOM	6,504	$1.1m0.45%	0.45%	Added +29	+29 0.5%
39	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	30,786	$1.1m0.45%	0.45%	Added +1.2k	+1,215 4.1%
40	JOHNSON & JOHNSON COM JNJ	JNJ	5,784	$1.1m0.45%	0.45%	Added +269	+269 4.9%
41	MICROSTRATEGY INC CL A NEW MSTR	MSTR	3,210	$1.0m0.43%	0.43%	Reduced -100	-100 -3.0%
42	HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE HMOP	HMOP	26,540	$1.0m0.43%	0.43%	Added +150	+150 0.6%
43	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,491	$1.0m0.42%	0.42%	Added +396	+396 7.8%
44	SALESFORCE INC COM CRM	CRM	3,863	$915.5k0.38%	0.38%	Added +112	+112 3.0%
45	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	17,819	$909.5k0.38%	0.38%	Added +625	+625 3.6%
46	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,581	$870.6k0.36%	0.36%	Unchanged
47	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	31,995	$816.5k0.34%	0.34%	Unchanged
48	SSGA ACTIVE TR STATE STREET MY MYCH	MYCH	32,361	$813.4k0.34%	0.34%	Added +268	+268 0.8%
49	SSGA ACTIVE TR STATE STR MY2030 MYCJ	MYCJ	31,755	$795.9k0.33%	0.33%	Added +267	+267 0.8%
50	SSGA ACTIVE TR STATE STREET MY MYCI	MYCI	31,562	$791.7k0.33%	0.33%	Added +268	+268 0.9%
51	STRYKER CORPORATION COM SYK	SYK	1,992	$736.5k0.31%	0.31%	Reduced -309	-309 -13.4%
52	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	10,665	$693.2k0.29%	0.29%	Added +140	+140 1.3%
53	CATERPILLAR INC COM CAT	CAT	1,375	$656.1k0.27%	0.27%	New
54	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,950	$636.6k0.26%	0.26%	Reduced -76	-76 -2.5%
55	CISCO SYS INC COM CSCO	CSCO	8,873	$607.1k0.25%	0.25%	Reduced -3.3k	-3,311 -27.2%
56	MICRON TECHNOLOGY INC COM MU	MU	3,610	$604.0k0.25%	0.25%	Unchanged
57	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY BSJP	BSJP	26,017	$600.0k0.25%	0.25%	Unchanged
58	PROCTER AND GAMBLE CO COM PG	PG	3,766	$578.6k0.24%	0.24%	Reduced -404	-404 -9.7%
59	COSTCO WHSL CORP NEW COM COST	COST	625	$578.5k0.24%	0.24%	Added +30	+30 5.0%
60	MCDONALDS CORP COM MCD	MCD	1,897	$576.5k0.24%	0.24%	Added +145	+145 8.3%
61	ELI LILLY & CO COM LLY	LLY	754	$575.1k0.24%	0.24%	Added +24	+24 3.3%
62	GENERAL DYNAMICS CORP COM GD	GD	1,674	$570.8k0.24%	0.24%	New
63	APPLIED MATLS INC COM AMAT	AMAT	2,683	$549.3k0.23%	0.23%	Reduced -664	-664 -19.8%
64	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	6,538	$545.7k0.23%	0.23%	Added +347	+347 5.6%
65	MERCADOLIBRE INC COM MELI	MELI	232	$542.2k0.23%	0.23%	Added +16	+16 7.4%
66	FORTINET INC COM FTNT	FTNT	6,332	$532.4k0.22%	0.22%	Added +522	+522 9.0%
67	ISHARES TR IBONDS DEC 29 IBDU	IBDU	22,485	$527.7k0.22%	0.22%	Unchanged
68	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	30,508	$515.6k0.21%	0.21%	Unchanged
69	BLACKSTONE INC COM BX	BX	2,992	$511.1k0.21%	0.21%	Added +56	+56 1.9%
70	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	980	$480.6k0.20%	0.20%	Added +22	+22 2.3%
71	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	9,318	$472.7k0.20%	0.20%	Unchanged
72	ORACLE CORP COM ORCL	ORCL	1,558	$438.2k0.18%	0.18%	Added +115	+115 8.0%
73	CONSTELLATION ENERGY CORP COM CEG	CEG	1,284	$422.5k0.18%	0.18%	Unchanged
74	COREWEAVE INC COM CL A CRWV	CRWV	3,050	$417.4k0.17%	0.17%	New
75	KKR & CO INC COM KKR	KKR	3,124	$406.0k0.17%	0.17%	Unchanged
76	VICTORY PORTFOLIOS II VICTORYSHARES SM SFLO	SFLO	13,748	$400.2k0.17%	0.17%	Unchanged
77	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	8,188	$389.4k0.16%	0.16%	Added +2	+2 0.0%
78	D-WAVE QUANTUM INC COM QBTS	QBTS	15,150	$374.4k0.16%	0.16%	Added +5.2k	+5,150 51.5%
79	VANGUARD WORLD FD INF TECH ETF VGT	VGT	494	$368.8k0.15%	0.15%	Unchanged
80	ABBOTT LABS COM ABT	ABT	2,625	$351.6k0.15%	0.15%	Added +674	+674 34.5%
81	BANK AMERICA CORP COM BAC	BAC	6,451	$332.8k0.14%	0.14%	Added +31	+31 0.5%
82	RELIANCE INC COM RS	RS	1,148	$322.4k0.13%	0.13%	Added +37	+37 3.3%
83	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,132	$319.4k0.13%	0.13%	Added +144	+144 14.6%
84	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI BSMQ	BSMQ	12,953	$306.0k0.13%	0.13%	Unchanged
85	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	6,000	$302.8k0.13%	0.13%	Unchanged
86	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	599	$301.1k0.13%	0.13%	Reduced -342	-342 -36.3%
87	TORONTO DOMINION BK ONT COM NEW TD	TD	3,623	$289.7k0.12%	0.12%	Unchanged
88	STARBUCKS CORP COM SBUX	SBUX	3,213	$271.8k0.11%	0.11%	Added +412	+412 14.7%
89	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI BULSHS 2025 MUNI		11,075	$271.6k0.11%	0.11%	Unchanged
90	CLOUDFLARE INC CL A COM NET	NET	1,256	$269.5k0.11%	0.11%	Added +75	+75 6.3%
91	CIRCLE INTERNET GROUP INC COM CL A CRCL	CRCL	2,000	$265.2k0.11%	0.11%	Added +650	+650 48.1%
92	PRINCETON BANCORP INC COM BPRN	BPRN	8,158	$259.8k0.11%	0.11%	Unchanged
93	MORGAN STANLEY COM NEW MS	MS	1,601	$254.5k0.11%	0.11%	Unchanged
94	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	7,522	$251.4k0.10%	0.10%	Added +175	+175 2.4%
95	TJX COS INC NEW COM TJX	TJX	1,696	$245.1k0.10%	0.10%	Reduced -1.0k	-1,000 -37.1%
96	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	825	$242.1k0.10%	0.10%	New
97	SERVICENOW INC COM NOW	NOW	243	$223.6k0.09%	0.09%	Added +24	+24 11.0%
98	CHEVRON CORP NEW COM CVX	CVX	1,411	$219.1k0.09%	0.09%	New
99	UNITEDHEALTH GROUP INC COM UNH	UNH	627	$216.6k0.09%	0.09%	New
100	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	2,120	$209.0k0.09%	0.09%	New

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
INTUITIVE SURGICAL INC ISRG	ISRG	4,979	$2.7m5.0k shares
LOCKHEED MARTIN CORP LMT	LMT	1,349	$624.8k1.3k shares
ADVANCED MICRO DEVICES INC AMD	AMD	3,581	$508.1k3.6k shares
PAYLOCITY HLDG CORP PCTY	PCTY	1,563	$283.2k1.6k shares
GOLD ROYALTY CORP GROY	GROY	10,000	$22.1k10.0k shares