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Torch Wealth Management LLC13F | |
| Torch Wealth Management LLC | |
| Last update 2020-02-25 | 111 Stocks (5 new) |
| Value $181.00 Mil | Turnover 2 % |
Torch Wealth Management LLC Top Holdings of 2019-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PG | Procter & Gamble Co | 106,602 | 13,314.0 | -1.40% | 7.360 | -0.11% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
AAPL | Apple Inc | 154,392 | 11,334.0 | -1.72% | 6.260 | -0.09% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
IJH | iShares Core S&P Mid-Cap ETF | 214,270 | 8,820.0 | -1.40% | 4.870 | -0.07% | 0.020 | +16.06% | +2.45% | 97,230.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 95,386 | 7,998.0 | -0.40% | 4.420 | -0.02% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
XLK | Technology Select Sector SPDR ETF | 56,685 | 5,196.0 | -0.97% | 2.870 | -0.03% | 0.020 | +35.50% | +12.58% | 82,351.5 | ||
DIS | The Walt Disney Co | 29,216 | 4,225.0 | +1.08% | 2.330 | +0.02% | 0.000 | +43.78% | +9.51% | 218,282.4 | Media - Diversified | |
V | Visa Inc | 20,298 | 3,814.0 | -2.55% | 2.110 | -0.05% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
JPM | JPMorgan Chase & Co | 27,250 | 3,798.0 | -3.22% | 2.100 | -0.06% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
IAU | iShares Gold Trust | 113,467 | 3,290.0 | +0.27% | 1.820 | 0% | 0.030 | +0.80% | +27.51% | 47,693.5 | ||
NEE | NextEra Energy Inc | 54,104 | 3,275.0 | -1.53% | 1.810 | -0.03% | 0.000 | +15.46% | +7.68% | 156,353.0 | Utilities - Regulated |
Torch Wealth Management LLC's Historical Top Holdings Breakdowns
Torch Wealth Management LLC Total Holding History ($B)
Torch Wealth Management LLC's Asset Allocation
Torch Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Torch Wealth Management LLC's Hypothetical Growth since 2019-12-31
Torch Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Torch Wealth Management LLC's Holdings Heat Map
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Torch Wealth Management LLC's Holdings Bubble Chart
Torch Wealth Management LLC News
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