TW
| |
Torch Wealth Management LLC13F | |
| Torch Wealth Management LLC | |
| Last update 2020-02-25 | 111 Stocks (5 new) |
| Value $181.00 Mil | Turnover 2 % |
| Portfolio Report | |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PG | Procter & Gamble Co | 106,602 | 13314.000 | -1.40% | 7.360 | -0.11% | 0.000 | -0.79% | +15.93% | 390371.717 | Consumer Packaged Goods | |
AAPL | Apple Inc | 154,392 | 11334.000 | -1.72% | 6.260 | -0.09% | 0.000 | +6.90% | +16.50% | 3377630.649 | Hardware | |
IJH | iShares Core S&P Mid-Cap ETF | 214,270 | 8820.000 | -1.40% | 4.870 | -0.07% | 0.020 | +10.08% | +13.84% | 93198.127 | ||
IJR | iShares Core S&P Small-Cap ETF | 95,386 | 7998.000 | -0.40% | 4.420 | -0.02% | 0.010 | +9.01% | +8.42% | 87155.110 | ||
XLK | Technology Select Sector SPDR ETF | 56,685 | 5196.000 | -0.97% | 2.870 | -0.03% | 0.020 | +14.65% | +17.88% | 70565.680 | ||
DIS | The Walt Disney Co | 29,216 | 4225.000 | +1.08% | 2.330 | +0.02% | 0.000 | +10.08% | +7.52% | 175246.949 | Media - Diversified | |
V | Visa Inc | 20,298 | 3814.000 | -2.55% | 2.110 | -0.05% | 0.000 | +14.60% | +13.30% | 569477.114 | Credit Services | |
JPM | JPMorgan Chase & Co | 27,250 | 3798.000 | -3.22% | 2.100 | -0.06% | 0.000 | +14.34% | +33.32% | 623569.750 | Banks | |
IAU | iShares Gold Trust | 113,467 | 3290.000 | +0.27% | 1.820 | 0% | 0.030 | +13.92% | +32.74% | 33589.203 | ||
NEE | NextEra Energy Inc | 54,104 | 3275.000 | -1.53% | 1.810 | -0.03% | 0.000 | +3.23% | +32.37% | 161736.217 | Utilities - Regulated |
Torch Wealth Management LLC's Historical Top Holdings Breakdowns
Torch Wealth Management LLC Total Holding History ($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
- 1
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
Size field:
Torch Wealth Management LLC's Holdings Bubble Chart
Torch Wealth Management LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers