Torch Wealth Management LLC 13F Holdings

CIK 0001598898 · Cincinnati, OH

As of Dec 31, 2019, Torch Wealth Management LLC reported 111 positions worth 81.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PROCTER & GAMBLE COPGConsumer Defensive106,602 3.3K7.36%
APPLE INCAAPLTechnology38,598 1.3K6.26%
ISHARES CORE S&P MID-CAP ETFIJH—42,854$8.8K4.87%
ISHARES CORE S&P SMALL-CAP ETFIJR—95,386$8.0K4.42%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—56,685$5.2K2.87%
WALT DISNEY CODISCommunication Services29,216$4.2K2.33%
VISA INC-CLASS A SHARESVFinancial Services20,298$3.8K2.11%
JPMORGAN CHASE & COJPMFinancial Services27,250$3.8K2.10%
iShares Gold TrustIAU—226,934$3.3K1.82%
NEXTERA ENERGY INCNEEUtilities13,526$3.3K1.81%
HUMANA INCHUMHealthcare8,853$3.2K1.79%
ORACLE CORPORCLTechnology61,083$3.2K1.79%
SPDR S&P 500 ETF TRUSTSPY—9,378$3.0K1.67%
US BANCORPUSBFinancial Services49,196$2.9K1.61%
MICROSOFT CORPMSFTTechnology18,423$2.9K1.61%
PEPSICO INCPEPConsumer Defensive21,177$2.9K1.60%
VANGUARD EUROPEAN STOCK INDEX FUNDVGK—47,995$2.8K1.55%
WALMART INCWMTConsumer Defensive22,426$2.7K1.47%
EXXON MOBIL CORPXOMEnergy38,100$2.7K1.47%
JOHNSON & JOHNSONJNJHealthcare18,183$2.7K1.47%
EDWARDS LIFESCIENCES CORPEWHealthcare10,873$2.5K1.40%
MERCK & CO INCMRKHealthcare27,750$2.5K1.39%
CHUBB LTDCBFinancial Services16,104$2.5K1.38%
MICROCHIP TECHNOLOGY INCMCHPTechnology23,475$2.5K1.36%
ISHARES MSCI EAFE GROWTH ETFEFG—26,795$2.3K1.28%