Torch Wealth Management LLC Q3 2019 vs. Q4 2019 13F Holdings Comparison
Ava Hoppe | 7 May, 2023
Investment firm Torch Wealth Management LLC recently filed their Q3 2019 and Q4 2019 13F holdings, revealing some interesting changes in their portfolio. In this blog post, we’ll take a closer look at the top holdings that were increased or decreased, and analyze what these changes could mean for Torch Wealth Management LLC moving forward.
First, let’s take a look at the top holdings by value in Q4 2019:
- Apple Inc
- Ishares Gold Trust
- Microsoft Corp
- Ishares Core S&P Mid-Cap Etf
- Johnson & Johnson
- Sector Spdr Tech Select
- J.P. Morgan Chase & Co
- Visa Inc Cl A
- Nextera Energy Inc
- Pepsico Incorporated
As we can see, the top holdings remained relatively stable from Q3 to Q4, with only slight changes in the ranking. However, some notable changes did occur within the individual holdings themselves.
One of the biggest increases for Torch Wealth Management LLC was in their holdings of Apple Inc. They increased their shares by 28.9%, bringing the total number of shares to 38,598. This move could be seen as a bullish bet on Apple’s continued growth and success in the tech industry.
Another significant change was in their holdings of Humana Inc, which saw an increase of 42.2%. This move could be indicative of a belief that the healthcare industry will continue to grow and thrive in the coming years.
On the other hand, some holdings saw a decrease in shares. Procter & Gamble, for example, saw a decrease of 1% in shares, while Oracle Corporation saw a decrease of 4.3%. These moves could be seen as bearish bets on the future performance of these companies.
It’s worth noting that Torch Wealth Management LLC also added some new holdings to their portfolio in Q4 2019, including American Healthcare Services, Inc and Skechers USA Inc. These additions could be seen as a way to diversify their holdings and potentially benefit from the success of smaller companies in niche markets.
Overall, the changes in Torch Wealth Management LLC’s 13F holdings from Q3 2019 to Q4 2019 indicate a mix of bullish and bearish sentiments on various industries and companies. It will be interesting to see how these changes play out in the coming months and years, and whether they ultimately lead to success for the investment firm.
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