Notify me when Torch Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2019 | 111 | $180,986,000 | +$3,248,638 | -$3,155,872 | +$92,766 | PG, AAPL, IJH, IJR, XLK | 13F-HR | 25 Feb 2020, 11:30 |
| Q3 2019 | 108 | $168,861,000 | +$2,161,495 | -$3,966,185 | -$1,804,690 | PG, AAPL, IJH, IJR, XLK | 13F-HR | 15 Nov 2019, 09:48 |
| Q2 2019 | 106 | $166,716,000 | +$2,112,222 | -$3,048,787 | -$936,565 | PG, IJH, AAPL, IJR, XLK | 13F-HR | 01 Aug 2019, 17:33 |
| Q1 2019 | 105 | $161,807,000 | +$8,167,966 | -$1,430,735 | +$6,737,231 | PG, IJH, AAPL, IJR, XLK | 13F-HR | 29 Apr 2019, 15:00 |
| Q4 2018 | 95 | $139,563,000 | +$4,177,489 | -$11,598,148 | -$7,420,659 | PG, IJH, IJR, AAPL, XLK | 13F-HR | 01 Feb 2019, 17:30 |
| Q3 2018 | 104 | $166,849,000 | +$2,681,003 | -$3,792,469 | -$1,111,466 | AAPL, PG, IJH, IJR, XLK | 13F-HR | 23 Oct 2018, 10:43 |
| Q2 2018 | 101 | $159,045,000 | +$8,417,506 | -$8,098,711 | +$318,795 | AAPL, PG, IJH, IJR, XLK | 13F-HR | 30 Jul 2018, 11:35 |
| Q1 2018 | 99 | $154,272,000 | +$3,400,034 | -$8,934,598 | -$5,534,564 | PG, IJH, AAPL, IJR, XLK | 13F-HR | 03 May 2018, 15:12 |
| Q4 2017 | 104 | $163,667,000 | +$9,248,093 | -$4,482,396 | +$4,765,697 | PG, IJH, AAPL, IJR, JPM | 13F-HR | 30 Jan 2018, 15:52 |
| Q3 2017 | 95 | $152,342,000 | +$6,576,564 | -$3,900,328 | +$2,676,236 | PG, IJH, AAPL, IJR, JPM | 13F-HR | 12 Oct 2017, 14:55 |
| Q2 2017 | 93 | $144,906,000 | +$3,571,487 | -$10,651,481 | -$7,079,994 | PG, IJH, AAPL, IJR, JPM | 13F-HR | 20 Jul 2017, 16:08 |
| Q1 2017 | 96 | $149,999,000 | +$9,013,443 | -$3,333,826 | +$5,679,617 | PG, IJH, IJR, AAPL, DIS | 13F-HR | 17 Apr 2017, 13:08 |
| Q4 2016 | 95 | $141,726,000 | +$9,794,631 | -$8,305,865 | +$1,488,766 | PG, IJR, IJH, AAPL, JPM | 13F-HR | 02 Feb 2017, 11:52 |
| Q3 2016 | 96 | $137,327,000 | +$4,751,125 | -$8,005,744 | -$3,254,619 | PG, IJR, IJH, AAPL, IGSB | 13F-HR | 13 Oct 2016, 10:48 |
| Q2 2016 | 96 | $136,947,000 | +$9,352,666 | -$8,136,834 | +$1,215,832 | PG, IJR, IJH, AAPL, XOM | 13F-HR | 22 Jul 2016, 09:39 |
| Q1 2016 | 95 | $132,974,000 | +$11,692,231 | -$17,776,347 | -$6,084,116 | PG, AAPL, IJR, IJH, SPY | 13F-HR | 25 Apr 2016, 18:33 |
| Q4 2015 | 98 | $136,832,000 | +$7,805,532 | -$5,861,790 | +$1,943,742 | PG, AAPL, IJR, IJH, IGSB | 13F-HR | 28 Jan 2016, 12:26 |
| Q3 2015 | 98 | $129,921,000 | +$6,928,781 | -$9,289,926 | -$2,361,145 | PG, AAPL, IJH, IJR, IGSB | 13F-HR | 27 Oct 2015, 10:20 |
| Q2 2015 | 101 | $144,350,000 | +$26,267,874 | -$9,270,249 | +$16,997,625 | PG, AAPL, IJH, IJR, DIS | 13F-HR | 31 Jul 2015, 09:30 |
| Q1 2015 | 88 | $129,309,000 | +$13,879,524 | -$13,849,618 | +$29,906 | PG, AAPL, IJR, IJH, HUM | 13F-HR | 28 Apr 2015, 10:03 |
| Q4 2014 | 88 | $130,321,000 | +$14,135,487 | -$23,751,332 | -$9,615,845 | PG, AAPL, IJH, IJR, XOM | 13F-HR | 28 Jan 2015, 18:03 |
| Q3 2014 | 97 | $136,425,000 | +$5,807,948 | -$14,374,852 | -$8,566,904 | PG, AAPL, IJH, EFG, IJR | 13F-HR | 29 Oct 2014, 10:21 |
| Q2 2014 | 256 | $147,281,000 | +$17,410,806 | -$8,230,419 | +$9,180,387 | PG, IJH, AAPL, EFG, IJR | 13F-HR | 23 Jul 2014, 15:54 |
| Q1 2014 | 294 | $137,978,000 | +$11,729,294 | -$6,174,178 | +$5,555,116 | PG, IJR, IJH, AAPL, EFG | 13F-HR | 12 May 2014, 17:59 |
| Q4 2013 | 259 | $130,994,000 | $0 | $0 | $0 | PG, IJR, IJH, AAPL, EFG | 13F-HR | 13 Feb 2014, 17:00 |