- New Purchases: VLO, CTAS, GNRC,
- Added Positions: XOM, PG, MCHP, IGSB, SPY, GE, INTC, MRK, WBA, IVE, IVV, LQD, ABBV,
- Reduced Positions: EWJ, WY, V, XLE, ORCL, AAPL, PFE, DIS, BGS, IBB, DUK, ODFL, IJR, NEE, EFG, T, JNJ, XLK, IGIB, ABT, TRV, USB, JPM, FLS, XLU, XLI, ABC, XLB, PGX, CVX, D, FDX, NVDA, MBB, CSCO, PM, AEP,
- Sold Out: SHOP,
For the details of Torch Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/torch+wealth+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Torch Wealth Management LLC- Procter & Gamble Co (PG) - 108,113 shares, 7.96% of the total portfolio. Shares added by 1.50%
- Apple Inc (AAPL) - 39,273 shares, 5.21% of the total portfolio. Shares reduced by 2.12%
- iShares Core S&P Mid-Cap ETF (IJH) - 43,462 shares, 4.97% of the total portfolio. Shares reduced by 0.17%
- iShares Core S&P Small-Cap ETF (IJR) - 95,765 shares, 4.41% of the total portfolio. Shares reduced by 1.09%
- Technology Select Sector SPDR Fund (XLK) - 57,241 shares, 2.73% of the total portfolio. Shares reduced by 1.2%
Torch Wealth Management LLC initiated holding in Valero Energy Corp. The purchase prices were between $71.71 and $86.17, with an estimated average price of $80.78. The stock is now traded at around $100.36. The impact to a portfolio due to this purchase was 0.53%. The holding were 10,405 shares as of .
New Purchase: Cintas Corp (CTAS)Torch Wealth Management LLC initiated holding in Cintas Corp. The purchase prices were between $238 and $268.1, with an estimated average price of $255.95. The stock is now traded at around $259.23. The impact to a portfolio due to this purchase was 0.13%. The holding were 795 shares as of .
New Purchase: Generac Holdings Inc (GNRC)Torch Wealth Management LLC initiated holding in Generac Holdings Inc. The purchase prices were between $68.69 and $83.23, with an estimated average price of $74.91. The stock is now traded at around $94.21. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,700 shares as of .
Sold Out: Shopify Inc (SHOP)Torch Wealth Management LLC sold out a holding in Shopify Inc. The sale prices were between $295.47 and $406.99, with an estimated average price of $342.64.
Here is the complete portfolio of Torch Wealth Management LLC. Also check out:
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