Masso Torrence Wealth Management Inc.
Masso Torrence Wealth Management Inc. is an SEC-registered investment adviser headquartered in Marlton, New Jersey. Founded around 2020, the independent firm serves a range of clients including individual investors (both retail and high net worth), pension and profit-sharing plans, and corporations. The firm manages hundreds of accounts, with a staff of 5, primarily focused on investor roles. As of 2025, Masso Torrence oversees over $326 million in assets under management.
Investment Strategy
Masso Torrence Wealth Management provides discretionary investment management across portfolios with a focus on individual equities and ETFs, notably holding significant positions in technology and growth stocks such as NVDA, AAPL, and MSFT. The firm actively manages client portfolios, frequently adjusting positions and responding to market conditions. It serves a diverse client base, primarily high net worth individuals, and applies a disciplined approach to asset allocation and risk management, aiming for long-term capital appreciation.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 12.57% | $30.2M | 161,860 | $27.72 | $186.58 | +$4.8M |
A AAPL | APPLE INC | 6.33% | $15.2M | 59,772 | $177.59 | $254.63 | +$2.9M |
X XMHQ | INVESCO EXCHANGE TRADED FD T | 5.91% | $14.2M | 135,415 | $87.19 | $104.96 | +$1.0M |
D DIVB | ISHARES TR | 5.21% | $12.5M | 239,475 | $48.64 | $52.25 | +$568.7K |
Q QQQ | INVESCO QQQ TR | 3.86% | $9.3M | 15,438 | $322.72 | $600.37 | +$704.9K |