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Stock Style
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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
36
2
1
2
1
0
15
3
3
TORCH WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings95

Total Value ($x1000)139,563
Activities
New3

Increased36

Unchanged15

Decreased41

Sold Out12

Top 10 Stock Holdingstotal 35.09%
PG7.08

IJH5.1

IJR4.87

AAPL4.65

XLK2.5

 
DIS2.38

V2.27

ORCL2.1

JNJ2.1

IAU2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PG
7.08%
COM
IJH
5.1%
CORE S&P MCP ETF
IJR
4.87%
CORE S&P SCP ETF
AAPL
4.65%
COM
XLK
2.5%
TECHNOLOGY
DIS
2.38%
COM DISNEY
V
2.27%
COM CL A
ORCL
2.1%
COM
JNJ
2.1%
COM
IAU
2.04%
ISHARES
JPM
1.95%
COM
HUM
1.9%
COM
NEE
1.78%
COM
XOM
1.75%
COM
VGK
1.69%
FTSE EUROPE ETF
PEP
1.64%
COM
USB
1.64%
COM NEW
SPY
1.59%
TR UNIT
CB
1.49%
COM
WMT
1.48%
COM
EFG
1.46%
EAFE GRWTH ETF
ABT
1.44%
COM
BRK.B
1.44%
CL B NEW
PFE
1.43%
COM
EPR
1.43%
COM SH BEN INT
OXY
1.4%
COM
MRK
1.38%
COM
DUK
1.33%
COM NEW
MCD
1.3%
COM
VZ
1.28%
COM
MSFT
1.27%
COM
COP
1.2%
COM
MCHP
1.2%
COM
EW
1.19%
COM
PGX
1.17%
PFD ETF
UTX
1.11%
COM
BRK.A
1.1%
CL A
LLY
1.09%
COM
TJX
1.08%
COM
NOC
1.04%
COM
FDX
1.03%
COM
IBB
0.98%
NASDQ BIOTEC ETF
TRV
0.96%
COM
EFA
0.9%
MSCI EAFE ETF
BKLN
0.88%
SR LN ETF
CVX
0.86%
COM
EWJ
0.85%
MSCI JPN ETF NEW
WY
0.84%
COM
XLU
0.84%
SBI INT-UTILS
COR
0.82%
COM
COF
0.78%
COM
AMZN
0.75%
COM
ODFL
0.66%
COM
XLE
0.59%
SBI INT-ENERGY
AHS
0.58%
COM
INTC
0.56%
COM
ABC
0.54%
COM
T
0.5%
COM
UNP
0.47%
COM
BGS
0.44%
COM
XLI
0.42%
SBI INT-INDS
GLD
0.35%
GOLD SHS
ABBV
0.32%
COM
GE
0.32%
COM
IVE
0.31%
S&P 500 VAL ETF
MBB
0.3%
MBS ETF
SHOP
0.3%
CL A
CSX
0.29%
COM
BLK
0.28%
COM
QCOM
0.27%
COM
AMGN
0.27%
COM
CIU
0.25%
INTERM CR BD ETF
XLC
0.25%
COMMUNICATION
OGE
0.25%
COM
MNST
0.25%
COM
XLB
0.24%
SBI MATERIALS
HD
0.24%
COM
BA
0.23%
COM
CSCO
0.22%
COM
XLP
0.2%
SBI CONS STPLS
UNH
0.2%
COM
HYS
0.2%
0-5 HIGH YIELD
IVW
0.19%
S&P 500 GRWT ETF
HON
0.19%
COM
AEP
0.18%
COM
LQD
0.17%
IBOXX INV CP ETF
TBT
0.17%
PSHS ULTSH 20YRS
PM
0.16%
COM
FLS
0.16%
COM
WMS
0.16%
COM
XLF
0.15%
SBI INT-FINL
KR
0.15%
COM
MDLZ
0.14%
CL A
VVR
0.03%
COM
TRCH
0.02%
COM
CSJ
1.43%
1-3 YR CR BD ETF
NFLX
0.55%
COM
HAL
0.52%
COM
DVMT
0.35%
COM CL V
NVDA
0.28%
COM
JD
0.23%
SPON ADR CL A
CVG
0.23%
COM
CAT
0.16%
COM
IVV
0.13%
CORE S&P500 ETF
MTZ
0.13%
COM
IGV
0.12%
NA TEC-SFTWR ETF
MMM
0.12%
COM