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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
38
2
2
2
2
0
16
4
4
TORCH WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings105

Total Value ($x1000)161,807
Activities
New11

Increased39

Unchanged15

Decreased40

Sold Out1

Top 10 Stock Holdingstotal 34.21%
PG6.89

IJH5.09

AAPL4.76

IJR4.65

XLK2.64

 
V2.21

ORCL2.16

DIS2.05

JNJ1.95

XOM1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PG
6.89%
COM
IJH
5.09%
CORE S&P MCP ETF
AAPL
4.76%
COM
IJR
4.65%
CORE S&P SCP ETF
XLK
2.64%
TECHNOLOGY
V
2.21%
COM CL A
ORCL
2.16%
COM
DIS
2.05%
COM DISNEY
JNJ
1.95%
COM
XOM
1.81%
COM
JPM
1.79%
COM
IAU
1.73%
ISHARES
NEE
1.7%
COM
VGK
1.6%
FTSE EUROPE ETF
PEP
1.6%
COM
SPY
1.57%
TR UNIT
USB
1.51%
COM NEW
HUM
1.49%
COM
EPR
1.48%
COM SH BEN INT
CB
1.39%
COM
EFG
1.38%
EAFE GRWTH ETF
MRK
1.37%
COM
WMT
1.36%
COM
ABT
1.35%
COM
MSFT
1.34%
COM
OXY
1.33%
COM
EW
1.29%
COM
CSJ
1.25%
1-3 YR CR BD ETF
BRK.B
1.25%
CL B NEW
MCD
1.22%
COM
MCHP
1.2%
COM
PFE
1.19%
COM
DUK
1.17%
COM NEW
VZ
1.16%
COM
UTX
1.16%
COM
COP
1.15%
COM
TJX
1.08%
COM
PGX
1.07%
PFD ETF
LLY
1.07%
COM
IBB
1.02%
NASDQ BIOTEC ETF
FDX
0.99%
COM
NOC
0.98%
COM
TRV
0.94%
COM
BRK.A
0.93%
CL A
COR
0.88%
COM
WY
0.86%
COM
EFA
0.86%
MSCI EAFE ETF
CVX
0.84%
COM
XLU
0.79%
SBI INT-UTILS
BKLN
0.79%
SR LN ETF
AMZN
0.78%
COM
EWJ
0.78%
MSCI JPN ETF NEW
AFL
0.73%
COM
COF
0.7%
COM
INTC
0.66%
COM
ODFL
0.63%
COM
WAB
0.58%
COM
XLE
0.57%
SBI INT-ENERGY
UNP
0.49%
COM
CAT
0.48%
COM
ABC
0.48%
COM
T
0.46%
COM
XLI
0.46%
SBI INT-INDS
AHS
0.43%
COM
SHOP
0.4%
CL A
GE
0.36%
COM
GLD
0.34%
GOLD SHS
CSX
0.3%
COM
IVE
0.29%
S&P 500 VAL ETF
BGS
0.28%
COM
SKX
0.27%
CL A
BLK
0.27%
COM
MBB
0.26%
MBS ETF
XLC
0.26%
COMMUNICATION
XLB
0.25%
SBI MATERIALS
ABBV
0.24%
COM
OGE
0.24%
COM
BA
0.24%
COM
CSCO
0.23%
COM
CIU
0.23%
INTERM CR BD ETF
AMGN
0.22%
COM
HD
0.22%
COM
MNST
0.22%
COM
XLP
0.21%
SBI CONS STPLS
QCOM
0.21%
COM
HON
0.2%
COM
PM
0.19%
COM
IVW
0.19%
S&P 500 GRWT ETF
HYS
0.18%
0-5 HIGH YIELD
D
0.17%
COM
AEP
0.17%
COM
UNH
0.17%
COM
FLS
0.16%
COM
LQD
0.15%
IBOXX INV CP ETF
MDLZ
0.15%
CL A
WMS
0.15%
COM
NVDA
0.14%
COM
XLF
0.14%
SBI INT-FINL
MTZ
0.14%
COM
TBT
0.13%
PSHS ULTSH 20YRS
IGV
0.13%
NA TEC-SFTWR ETF
IVV
0.13%
CORE S&P500 ETF
MMM
0.13%
COM
TRCH
0.05%
COM
VVR
0.03%
COM
KR
0.15%
COM