$336 Million is the total value of Jaffetilchin Investment Partners, LLC's 241 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 125.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PFF | Buy | ISHARES TRu.s. pfd stk etf | $23,133,000 | -2.8% | 621,680 | +3.1% | 6.90% | -8.9% |
FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $13,334,000 | -1.4% | 702,151 | +1.5% | 3.97% | -7.5% |
FTSL | Buy | FIRST TR EXCHANGE TRADED FDsenior ln fd | $8,810,000 | +3.2% | 181,467 | +3.0% | 2.63% | -3.2% |
IGSB | Buy | ISHARES TR1-3 yr cr bd etf | $7,578,000 | +3.4% | 72,217 | +4.2% | 2.26% | -3.0% |
IWB | Buy | ISHARES TRrus 1000 etf | $6,719,000 | +3.9% | 53,985 | +0.6% | 2.00% | -2.5% |
TSLA | Buy | TESLA MTRS INC | $6,477,000 | +18.7% | 30,310 | +13.3% | 1.93% | +11.3% |
DTN | Buy | WISDOMTREE TRdiv ex-finl fd | $6,452,000 | +3.1% | 80,334 | +0.9% | 1.92% | -3.3% |
CEF | Buy | CENTRAL FD CDA LTDcl a | $5,995,000 | -18.4% | 531,016 | +0.0% | 1.79% | -23.4% |
AAPL | Buy | APPLE INC | $4,922,000 | +27.9% | 42,497 | +24.9% | 1.47% | +20.0% |
DSL | Buy | DOUBLELINE INCOME SOLUTIONS | $4,461,000 | +1.9% | 234,906 | +2.8% | 1.33% | -4.4% |
SHY | Buy | ISHARES TR1-3 yr tr bd etf | $4,406,000 | +6.3% | 52,168 | +7.0% | 1.31% | -0.3% |
OPK | Buy | OPKO HEALTH INC | $4,266,000 | -6.0% | 458,703 | +7.1% | 1.27% | -11.8% |
KBE | Buy | SPDR SERIES TRUSTs&p bk etf | $3,547,000 | +48.2% | 81,600 | +13.8% | 1.06% | +38.9% |
ARCC | New | ARES CAP CORP | $3,298,000 | – | 200,000 | +100.0% | 0.98% | – |
HDV | Buy | ISHARES TRcore high dv etf | $2,167,000 | +29.3% | 26,347 | +27.8% | 0.65% | +21.2% |
RPG | Buy | RYDEX ETF TRUSTgug s&p500 pu gr | $2,079,000 | -0.6% | 24,873 | +0.2% | 0.62% | -6.8% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $2,019,000 | +17.9% | 17,231 | +24.0% | 0.60% | +10.7% |
PCI | Buy | PIMCO DYNMIC CREDIT AND MRT | $1,575,000 | +4.8% | 77,879 | +5.6% | 0.47% | -1.9% |
VO | New | VANGUARD INDEX FDSmid cap etf | $1,559,000 | – | 11,845 | +100.0% | 0.46% | – |
IVV | Buy | ISHARES TRcore s&p500 etf | $1,553,000 | +24.9% | 6,903 | +20.9% | 0.46% | +17.2% |
NTES | Buy | NETEASE INCsponsored adr | $1,515,000 | +26.9% | 7,033 | +41.8% | 0.45% | +19.3% |
LEA | Buy | LEAR CORP | $1,495,000 | +47.9% | 11,293 | +35.4% | 0.45% | +38.9% |
ANET | Buy | ARISTA NETWORKS INC | $1,401,000 | +564.0% | 14,481 | +483.9% | 0.42% | +523.9% |
IJR | New | ISHARES TRcore s&p scp etf | $1,360,000 | – | 9,888 | +100.0% | 0.40% | – |
VTA | Buy | INVESCO DYNAMIC CR OPP FD | $1,349,000 | +5.6% | 109,679 | +1.0% | 0.40% | -1.0% |
EMB | Buy | ISHARES TRjp mor em mk etf | $1,332,000 | +41.4% | 12,083 | +50.3% | 0.40% | +32.8% |
FYT | New | FIRST TR EXCNGE TRD ALPHADEXsml cap val al | $1,275,000 | – | 36,600 | +100.0% | 0.38% | – |
BERY | Buy | BERRY PLASTICS GROUP INC | $1,269,000 | +163.3% | 26,049 | +136.8% | 0.38% | +147.1% |
BTZ | Buy | BLACKROCK CR ALLCTN INC TR | $1,264,000 | -1.2% | 97,482 | +1.7% | 0.38% | -7.4% |
THO | Buy | THOR INDS INC | $1,233,000 | +281.7% | 12,324 | +223.3% | 0.37% | +256.3% |
DPG | Buy | DUFF & PHELPS GLB UTL INC FD | $1,224,000 | +92.5% | 78,999 | +112.0% | 0.36% | +80.7% |
WAL | New | WESTERN ALLIANCE BANCORP | $1,152,000 | – | 23,655 | +100.0% | 0.34% | – |
CVX | Buy | CHEVRON CORP NEW | $1,147,000 | +48.8% | 9,744 | +30.1% | 0.34% | +39.6% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $1,132,000 | +125.9% | 10,968 | +123.0% | 0.34% | +111.9% |
GE | Buy | GENERAL ELECTRIC CO | $1,106,000 | +192.6% | 34,991 | +174.4% | 0.33% | +175.0% |
STI | Buy | SUNTRUST BKS INC | $1,096,000 | +41.2% | 19,975 | +12.7% | 0.33% | +32.4% |
JPM | Buy | JPMORGAN CHASE & CO | $1,080,000 | +63.4% | 12,517 | +26.1% | 0.32% | +53.3% |
EWBC | New | EAST WEST BANCORP INC | $1,055,000 | – | 20,749 | +100.0% | 0.31% | – |
SEIC | Buy | SEI INVESTMENTS CO | $1,027,000 | +120.9% | 20,816 | +104.2% | 0.31% | +106.8% |
QABA | Buy | FIRST TR NASDAQ ABA CMNTY BK | $995,000 | +210.0% | 18,837 | +142.6% | 0.30% | +191.2% |
ETN | New | EATON CORP PLC | $961,000 | – | 14,318 | +100.0% | 0.29% | – |
EXP | New | EAGLE MATERIALS INC | $935,000 | – | 9,485 | +100.0% | 0.28% | – |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $917,000 | +47.7% | 12,287 | +50.7% | 0.27% | +38.6% |
PFG | Buy | PRINCIPAL FINL GROUP INC | $896,000 | +328.7% | 15,488 | +282.4% | 0.27% | +304.5% |
CSCO | Buy | CISCO SYS INC | $874,000 | +19.1% | 28,933 | +25.0% | 0.26% | +11.6% |
UNH | Buy | UNITEDHEALTH GROUP INC | $871,000 | +60.1% | 5,441 | +40.0% | 0.26% | +50.3% |
C | Buy | CITIGROUP INC | $854,000 | +89.4% | 14,374 | +50.7% | 0.26% | +78.3% |
AOS | Buy | SMITH A O | $854,000 | -25.2% | 18,040 | +56.2% | 0.26% | -29.8% |
FYC | Buy | FIRST TR EXCNGE TRD ALPHADEXsml cp grw alp | $844,000 | +15.0% | 24,402 | +12.5% | 0.25% | +8.2% |
FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $842,000 | +10.4% | 22,229 | +7.0% | 0.25% | +3.7% |
BIT | Buy | BLACKROCK MULTI-SECTOR INC T | $834,000 | -1.4% | 50,606 | +2.1% | 0.25% | -7.4% |
SNI | New | SCRIPPS NETWORKS INTERACT IN | $810,000 | – | 11,347 | +100.0% | 0.24% | – |
CHKP | New | CHECK POINT SOFTWARE TECH LTord | $794,000 | – | 9,404 | +100.0% | 0.24% | – |
FFIV | New | F5 NETWORKS INC | $758,000 | – | 5,240 | +100.0% | 0.23% | – |
VVR | Buy | INVESCO SR INCOME TR | $754,000 | +56.8% | 162,426 | +46.3% | 0.22% | +47.1% |
FMC | New | F M C CORP | $740,000 | – | 13,091 | +100.0% | 0.22% | – |
DIS | Buy | DISNEY WALT CO | $738,000 | +153.6% | 7,086 | +126.0% | 0.22% | +139.1% |
GNTX | Buy | GENTEX CORP | $733,000 | +34.7% | 37,205 | +20.1% | 0.22% | +26.0% |
CDW | Buy | CDW CORP | $723,000 | +41.5% | 13,882 | +24.1% | 0.22% | +32.7% |
SNA | Buy | SNAP ON INC | $715,000 | +15.5% | 4,176 | +2.5% | 0.21% | +8.1% |
FRA | Buy | BLACKROCK FLOAT RATE OME STR | $675,000 | +5.3% | 46,853 | +1.3% | 0.20% | -1.5% |
EME | New | EMCOR GROUP INC | $670,000 | – | 9,472 | +100.0% | 0.20% | – |
PB | New | PROSPERITY BANCSHARES INC | $661,000 | – | 9,209 | +100.0% | 0.20% | – |
BGT | Buy | BLACKROCK FLOATING RATE INCO | $659,000 | +5.4% | 46,800 | +1.3% | 0.20% | -1.5% |
AMAT | Buy | APPLIED MATLS INC | $650,000 | +78.6% | 20,147 | +66.7% | 0.19% | +67.2% |
NCR | New | NCR CORP NEW | $652,000 | – | 16,081 | +100.0% | 0.19% | – |
T | Buy | AT&T INC | $648,000 | +12.7% | 15,241 | +7.7% | 0.19% | +5.5% |
NDSN | New | NORDSON CORP | $649,000 | – | 5,796 | +100.0% | 0.19% | – |
RJF | Buy | RAYMOND JAMES FINANCIAL INC | $636,000 | +133.0% | 9,181 | +95.6% | 0.19% | +118.4% |
DOW | Buy | DOW CHEM CO | $618,000 | +139.5% | 10,794 | +116.5% | 0.18% | +124.4% |
HUN | New | HUNTSMAN CORP | $609,000 | – | 31,898 | +100.0% | 0.18% | – |
DNKN | New | DUNKIN BRANDS GROUP INC | $608,000 | – | 11,589 | +100.0% | 0.18% | – |
UNM | New | UNUM GROUP | $597,000 | – | 13,601 | +100.0% | 0.18% | – |
FL | New | FOOT LOCKER INC | $588,000 | – | 8,292 | +100.0% | 0.18% | – |
PXD | New | PIONEER NAT RES CO | $585,000 | – | 3,249 | +100.0% | 0.17% | – |
VZ | Buy | VERIZON COMMUNICATIONS INC | $577,000 | +20.7% | 10,811 | +17.5% | 0.17% | +13.2% |
HII | New | HUNTINGTON INGALLS INDS INC | $576,000 | – | 3,128 | +100.0% | 0.17% | – |
BDX | Buy | BECTON DICKINSON & CO | $578,000 | +9.7% | 3,492 | +19.1% | 0.17% | +3.0% |
OSK | New | OSHKOSH CORP | $573,000 | – | 8,865 | +100.0% | 0.17% | – |
HOMB | New | HOME BANCSHARES INC | $565,000 | – | 20,350 | +100.0% | 0.17% | – |
CFG | New | CITIZENS FINL GROUP INC | $543,000 | – | 15,251 | +100.0% | 0.16% | – |
LNC | New | LINCOLN NATL CORP IND | $544,000 | – | 8,216 | +100.0% | 0.16% | – |
OMC | Buy | OMNICOM GROUP INC | $539,000 | +13.7% | 6,333 | +13.5% | 0.16% | +6.6% |
CC | New | CHEMOURS CO | $530,000 | – | 23,979 | +100.0% | 0.16% | – |
CE | New | CELANESE CORP DEL | $516,000 | – | 6,556 | +100.0% | 0.15% | – |
NTAP | New | NETAPP INC | $515,000 | – | 14,595 | +100.0% | 0.15% | – |
CMA | New | COMERICA INC | $512,000 | – | 7,518 | +100.0% | 0.15% | – |
SCHW | New | SCHWAB CHARLES CORP NEW | $503,000 | – | 12,747 | +100.0% | 0.15% | – |
MSFT | Buy | MICROSOFT CORP | $502,000 | +41.0% | 8,079 | +30.6% | 0.15% | +32.7% |
AMGN | Buy | AMGEN INC | $497,000 | +21.2% | 3,401 | +38.5% | 0.15% | +13.8% |
BK | New | BANK NEW YORK MELLON CORP | $489,000 | – | 10,323 | +100.0% | 0.15% | – |
FDN | Buy | FIRST TR EXCHANGE TRADED FDdj internt idx | $479,000 | +4.8% | 5,998 | +6.9% | 0.14% | -1.4% |
AET | New | AETNA INC NEW | $471,000 | – | 3,795 | +100.0% | 0.14% | – |
AGG | Buy | ISHARES TRcore us aggbd et | $468,000 | -3.1% | 4,327 | +0.7% | 0.14% | -9.2% |
BAC | Buy | BANK AMER CORP | $459,000 | +92.9% | 20,765 | +36.7% | 0.14% | +80.3% |
IEF | New | ISHARES TR7-10 y tr bd etf | $455,000 | – | 4,339 | +100.0% | 0.14% | – |
CTAS | New | CINTAS CORP | $453,000 | – | 3,918 | +100.0% | 0.14% | – |
JFR | Buy | NUVEEN FLOATING RATE INCOME | $445,000 | +96.0% | 38,093 | +85.1% | 0.13% | +84.7% |
ALK | New | ALASKA AIR GROUP INC | $444,000 | – | 5,004 | +100.0% | 0.13% | – |
SJM | Buy | SMUCKER J M CO | $441,000 | +34.0% | 3,442 | +41.9% | 0.13% | +24.8% |
IPG | Buy | INTERPUBLIC GROUP COS INC | $427,000 | +24.5% | 18,240 | +18.8% | 0.13% | +16.5% |
AKAM | New | AKAMAI TECHNOLOGIES INC | $427,000 | – | 6,403 | +100.0% | 0.13% | – |
WDC | New | WESTERN DIGITAL CORP | $423,000 | – | 6,221 | +100.0% | 0.13% | – |
CRH | New | CRH PLCadr | $423,000 | – | 12,311 | +100.0% | 0.13% | – |
XYL | Buy | XYLEM INC | $422,000 | -1.6% | 8,525 | +4.2% | 0.13% | -7.4% |
VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $415,000 | +2.0% | 4,878 | +0.5% | 0.12% | -3.9% |
NEE | Buy | NEXTERA ENERGY INC | $416,000 | +54.6% | 3,484 | +58.7% | 0.12% | +45.9% |
AEG | New | AEGON N Vny registry sh | $411,000 | – | 74,237 | +100.0% | 0.12% | – |
SONY | Buy | SONY CORPadr new | $411,000 | -2.1% | 14,679 | +16.1% | 0.12% | -8.3% |
EMN | New | EASTMAN CHEM CO | $405,000 | – | 5,391 | +100.0% | 0.12% | – |
FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $406,000 | – | 17,438 | +100.0% | 0.12% | – |
ECL | Buy | ECOLAB INC | $403,000 | +21.8% | 3,441 | +26.5% | 0.12% | +14.3% |
ABC | Buy | AMERISOURCEBERGEN CORP | $398,000 | +32.2% | 5,087 | +36.6% | 0.12% | +24.0% |
TIP | New | ISHARES TRtips bd etf | $397,000 | – | 3,509 | +100.0% | 0.12% | – |
CNP | New | CENTERPOINT ENERGY INC | $392,000 | – | 15,921 | +100.0% | 0.12% | – |
EA | Buy | ELECTRONIC ARTS INC | $386,000 | +66.4% | 4,898 | +80.4% | 0.12% | +55.4% |
IEFA | New | ISHARES TRcore msci eafe | $381,000 | – | 7,108 | +100.0% | 0.11% | – |
J | New | JACOBS ENGR GROUP INC DEL | $382,000 | – | 6,696 | +100.0% | 0.11% | – |
STLD | New | STEEL DYNAMICS INC | $381,000 | – | 10,716 | +100.0% | 0.11% | – |
HIG | New | HARTFORD FINL SVCS GROUP INC | $384,000 | – | 8,050 | +100.0% | 0.11% | – |
HUM | New | HUMANA INC | $375,000 | – | 1,837 | +100.0% | 0.11% | – |
ODFL | New | OLD DOMINION FGHT LINES INC | $370,000 | – | 4,310 | +100.0% | 0.11% | – |
DRI | New | DARDEN RESTAURANTS INC | $366,000 | – | 5,028 | +100.0% | 0.11% | – |
KSS | New | KOHLS CORP | $361,000 | – | 7,303 | +100.0% | 0.11% | – |
CGNX | New | COGNEX CORP | $359,000 | – | 5,643 | +100.0% | 0.11% | – |
NOC | New | NORTHROP GRUMMAN CORP | $354,000 | – | 1,520 | +100.0% | 0.11% | – |
UBNT | Buy | UBIQUITI NETWORKS INC | $353,000 | +11.4% | 6,107 | +3.1% | 0.10% | +4.0% |
MBFI | New | MB FINANCIAL INC NEW | $351,000 | – | 7,437 | +100.0% | 0.10% | – |
NEAR | New | ISHARES U S ETF TRsht mat bd etf | $353,000 | – | 7,029 | +100.0% | 0.10% | – |
QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $351,000 | +0.3% | 2,960 | +0.4% | 0.10% | -5.4% |
BURL | New | BURLINGTON STORES INC | $353,000 | – | 4,165 | +100.0% | 0.10% | – |
OZRK | New | BANK OF THE OZARKS INC | $347,000 | – | 6,589 | +100.0% | 0.10% | – |
SIVB | New | SVB FINL GROUP | $342,000 | – | 1,994 | +100.0% | 0.10% | – |
PRU | New | PRUDENTIAL FINL INC | $340,000 | – | 3,270 | +100.0% | 0.10% | – |
COMM | New | COMMSCOPE HLDG CO INC | $339,000 | – | 9,111 | +100.0% | 0.10% | – |
CELG | New | CELGENE CORP | $334,000 | – | 2,885 | +100.0% | 0.10% | – |
IDXX | Buy | IDEXX LABS INC | $337,000 | +11.2% | 2,876 | +7.0% | 0.10% | +4.2% |
MS | New | MORGAN STANLEY | $334,000 | – | 7,912 | +100.0% | 0.10% | – |
MSCC | New | MICROSEMI CORP | $332,000 | – | 6,160 | +100.0% | 0.10% | – |
AZPN | New | ASPEN TECHNOLOGY INC | $333,000 | – | 6,096 | +100.0% | 0.10% | – |
STL | New | STERLING BANCORP DEL | $329,000 | – | 14,051 | +100.0% | 0.10% | – |
CME | New | CME GROUP INC | $325,000 | – | 2,818 | +100.0% | 0.10% | – |
MMC | New | MARSH & MCLENNAN COS INC | $324,000 | – | 4,801 | +100.0% | 0.10% | – |
PRI | New | PRIMERICA INC | $320,000 | – | 4,621 | +100.0% | 0.10% | – |
FNX | New | FIRST TR MID CAP CORE ALPHAD | $314,000 | – | 5,564 | +100.0% | 0.09% | – |
RIO | New | RIO TINTO PLCsponsored adr | $315,000 | – | 9,184 | +100.0% | 0.09% | – |
PH | New | PARKER HANNIFIN CORP | $311,000 | – | 2,220 | +100.0% | 0.09% | – |
VEEV | Buy | VEEVA SYS INC | $311,000 | -0.6% | 7,642 | +0.7% | 0.09% | -6.1% |
NSC | New | NORFOLK SOUTHERN CORP | $307,000 | – | 2,842 | +100.0% | 0.09% | – |
DUK | New | DUKE ENERGY CORP NEW | $301,000 | – | 3,874 | +100.0% | 0.09% | – |
MIDD | Buy | MIDDLEBY CORP | $301,000 | +5.2% | 2,337 | +1.0% | 0.09% | -1.1% |
CB | New | CHUBB LIMITED | $299,000 | – | 2,266 | +100.0% | 0.09% | – |
SCG | New | SCANA CORP NEW | $297,000 | – | 4,060 | +100.0% | 0.09% | – |
AMZN | Buy | AMAZON COM INC | $284,000 | -7.8% | 379 | +3.0% | 0.08% | -13.3% |
PFE | Buy | PFIZER INC | $284,000 | -3.7% | 8,756 | +0.6% | 0.08% | -9.6% |
HYLS | Buy | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $265,000 | +14.2% | 5,487 | +15.2% | 0.08% | +6.8% |
PPR | Buy | VOYA PRIME RATE TRsh ben int | $265,000 | +138.7% | 47,924 | +129.0% | 0.08% | +125.7% |
CBI | New | CHICAGO BRIDGE & IRON CO N V | $251,000 | – | 7,894 | +100.0% | 0.08% | – |
CCJ | New | CAMECO CORP | $245,000 | – | 23,409 | +100.0% | 0.07% | – |
CMCSA | Buy | COMCAST CORP NEWcl a | $242,000 | +4.8% | 3,504 | +0.5% | 0.07% | -1.4% |
BOFI | New | BOFI HLDG INC | $237,000 | – | 8,300 | +100.0% | 0.07% | – |
BHI | New | BAKER HUGHES INC | $237,000 | – | 3,649 | +100.0% | 0.07% | – |
PNC | New | PNC FINL SVCS GROUP INC | $232,000 | – | 1,984 | +100.0% | 0.07% | – |
ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $233,000 | – | 8,094 | +100.0% | 0.07% | – |
QCOM | New | QUALCOMM INC | $232,000 | – | 3,566 | +100.0% | 0.07% | – |
DFS | New | DISCOVER FINL SVCS | $231,000 | – | 3,206 | +100.0% | 0.07% | – |
FRC | New | FIRST REP BK SAN FRANCISCO C | $225,000 | – | 2,445 | +100.0% | 0.07% | – |
IFV | New | FIRST TR EXCHANGE TRADED FDdorsey wright | $224,000 | – | 13,158 | +100.0% | 0.07% | – |
TSS | New | TOTAL SYS SVCS INC | $220,000 | – | 4,482 | +100.0% | 0.07% | – |
ORCL | New | ORACLE CORP | $221,000 | – | 5,743 | +100.0% | 0.07% | – |
PGF | New | POWERSHARES ETF TRUSTfinl pfd ptfl | $215,000 | – | 11,985 | +100.0% | 0.06% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $214,000 | – | 7,902 | +100.0% | 0.06% | – |
EFR | New | EATON VANCE SR FLTNG RTE TR | $213,000 | – | 14,494 | +100.0% | 0.06% | – |
DGX | New | QUEST DIAGNOSTICS INC | $213,000 | – | 2,320 | +100.0% | 0.06% | – |
KBAL | New | KIMBALL INTL INCcl b | $208,000 | – | 11,835 | +100.0% | 0.06% | – |
IXUS | New | ISHARES TRcore mscitotal | $205,000 | – | 4,067 | +100.0% | 0.06% | – |
GMS | New | GMS INC | $206,000 | – | 7,029 | +100.0% | 0.06% | – |
PACW | New | PACWEST BANCORP DEL | $204,000 | – | 3,738 | +100.0% | 0.06% | – |
IVZ | New | INVESCO LTD | $206,000 | – | 6,794 | +100.0% | 0.06% | – |
AFG | New | AMERICAN FINL GROUP INC OHIO | $200,000 | – | 2,270 | +100.0% | 0.06% | – |
HBAN | New | HUNTINGTON BANCSHARES INC | $191,000 | – | 14,464 | +100.0% | 0.06% | – |
EFF | New | EATON VANCE FLTG RATE INCOM | $180,000 | – | 10,519 | +100.0% | 0.05% | – |
SNOW | New | INTRAWEST RESORTS HLDGS INC | $181,000 | – | 10,119 | +100.0% | 0.05% | – |
EVV | New | EATON VANCE LTD DUR INCOME F | $165,000 | – | 12,004 | +100.0% | 0.05% | – |
VKI | New | INVESCO ADVANTAGE MUNICIPALsh ben int | $151,000 | – | 13,521 | +100.0% | 0.04% | – |
OXBR | Buy | OXBRIDGE RE HLDGS LTD | $147,000 | +21.5% | 24,428 | +1.2% | 0.04% | +15.8% |
VLGEA | New | VILLAGE SUPER MKT INCcl a new | $20,000 | – | 20,261 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 14.5% |
ISHARES TR | 42 | Q3 2023 | 8.4% |
WISDOMTREE TRUST | 42 | Q3 2023 | 3.2% |
SPDR GOLD TRUST | 42 | Q3 2023 | 2.9% |
META PLATFORMS INC | 42 | Q3 2023 | 1.8% |
ISHARES TR | 42 | Q3 2023 | 2.3% |
MICROSOFT CORP | 42 | Q3 2023 | 2.4% |
PROCTER & GAMBLE CO | 42 | Q3 2023 | 0.7% |
ISHARES TR | 42 | Q3 2023 | 1.3% |
ISHARES TR | 42 | Q3 2023 | 1.4% |
View Jaffetilchin Investment Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-16 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-17 |
View Jaffetilchin Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.