$463 Million is the total value of Jaffetilchin Investment Partners, LLC's 226 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 32.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $63,512,000 | +10.6% | 873,732 | +2.1% | 13.71% | -0.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $47,698,000 | +8.9% | 291,514 | +0.5% | 10.29% | -1.6% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $20,558,000 | +8.6% | 139,057 | +0.1% | 4.44% | -1.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $20,506,000 | +8.4% | 266,976 | +0.1% | 4.42% | -2.1% |
| AAPL | Sell | APPLE INC | $16,875,000 | +30.1% | 57,467 | -0.8% | 3.64% | +17.5% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $16,506,000 | +10.7% | 458,117 | +7.1% | 3.56% | 0.0% |
| TIP | Sell | ISHARES TRtips bd etf | $15,789,000 | -1.0% | 135,446 | -1.3% | 3.41% | -10.6% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $13,936,000 | +5.2% | 694,395 | +3.4% | 3.01% | -5.0% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $12,783,000 | -1.2% | 251,034 | -1.1% | 2.76% | -10.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $8,941,000 | +13.4% | 166,305 | +3.4% | 1.93% | +2.4% |
| EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $8,843,000 | +3.0% | 346,931 | +3.4% | 1.91% | -6.9% |
| DTN | Buy | WISDOMTREE TRus divid ex fncl | $7,890,000 | +5.8% | 85,303 | +0.0% | 1.70% | -4.4% |
| IWB | Buy | ISHARES TRrus 1000 etf | $6,420,000 | +8.4% | 35,985 | +0.0% | 1.38% | -2.1% |
| IYR | Buy | ISHARES TRu.s. real es etf | $5,586,000 | +0.4% | 60,016 | +0.9% | 1.20% | -9.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,781,000 | +13.5% | 22,489 | +0.8% | 1.03% | +2.5% |
| HDV | Buy | ISHARES TRcore high dv etf | $4,263,000 | +7.2% | 43,472 | +3.0% | 0.92% | -3.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $3,965,000 | +22.8% | 19,262 | +15.3% | 0.86% | +11.0% |
| MTUM | Sell | ISHARES TRusa momentum fct | $3,767,000 | +4.8% | 30,000 | -0.5% | 0.81% | -5.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,734,000 | +1.5% | 11,552 | -6.3% | 0.81% | -8.3% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $3,607,000 | -9.2% | 28,186 | -9.6% | 0.78% | -18.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,584,000 | +15.4% | 42,738 | +7.1% | 0.77% | +4.2% |
| MSFT | Sell | MICROSOFT CORP | $3,461,000 | +11.8% | 21,944 | -1.5% | 0.75% | +0.9% |
| KBE | Buy | SPDR SERIES TRUSTs&p bk etf | $3,364,000 | +9.6% | 71,134 | +0.0% | 0.73% | -1.0% |
| ITB | Buy | ISHARES TRus home cons etf | $3,269,000 | +2.5% | 73,604 | +0.0% | 0.70% | -7.5% |
| IXUS | Buy | ISHARES TRcore msci total | $3,192,000 | +9.7% | 51,562 | +2.4% | 0.69% | -0.9% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $3,163,000 | +5.9% | 11,095 | +0.0% | 0.68% | -4.2% |
| TSLA | Sell | TESLA INC | $3,102,000 | +73.3% | 7,416 | -0.2% | 0.67% | +56.3% |
| PFF | Buy | ISHARES TRpfd and incm sec | $3,091,000 | +1.0% | 82,237 | +0.8% | 0.67% | -8.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,926,000 | +68.4% | 26,038 | +69.5% | 0.63% | +52.0% |
| JPST | Buy | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $2,870,000 | +14.1% | 56,902 | +14.1% | 0.62% | +3.0% |
| ATNX | Buy | ATHENEX INC | $2,822,000 | +25.9% | 184,809 | +0.3% | 0.61% | +13.8% |
| IYW | ISHARES TRu.s. tech etf | $2,788,000 | +13.9% | 11,984 | 0.0% | 0.60% | +2.9% | |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $2,748,000 | +3.3% | 25,550 | -1.5% | 0.59% | -6.6% |
| IYF | Buy | ISHARES TRu.s. finls etf | $2,736,000 | +7.0% | 19,855 | +0.0% | 0.59% | -3.4% |
| AMZN | Buy | AMAZON COM INC | $2,689,000 | +9.2% | 1,455 | +2.6% | 0.58% | -1.4% |
| FTSL | Buy | FIRST TR EXCHANGE TRADED FDsenior ln fd | $2,446,000 | +49.1% | 51,040 | +47.6% | 0.53% | +34.7% |
| FB | Buy | FACEBOOK INCcl a | $2,405,000 | +24.9% | 11,715 | +8.4% | 0.52% | +12.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,398,000 | +36.5% | 17,206 | +15.3% | 0.52% | +23.1% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $2,339,000 | +19.4% | 37,121 | +9.5% | 0.50% | +7.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $2,267,000 | -2.7% | 34,741 | -8.9% | 0.49% | -12.2% |
| MBB | Buy | ISHARES TRmbs etf | $2,264,000 | +1.3% | 20,948 | +1.5% | 0.49% | -8.4% |
| IEHS | ISHARES US ETF TRhealthcare | $2,206,000 | +11.9% | 68,934 | 0.0% | 0.48% | +1.1% | |
| PSCH | Sell | INVESCO EXCHNG TRADED FD TRs&p smlcp helt | $2,156,000 | +10.8% | 16,683 | -2.7% | 0.46% | 0.0% |
| FDN | Buy | FIRST TR EXCHANGE TRADED FDdj internt idx | $2,133,000 | +19.0% | 15,332 | +15.2% | 0.46% | +7.5% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,101,000 | +6.4% | 18,160 | -0.6% | 0.45% | -4.0% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $2,096,000 | +7.0% | 16,531 | +0.0% | 0.45% | -3.4% |
| ARKK | ARK ETF TRinnovation etf | $1,995,000 | +16.7% | 39,861 | 0.0% | 0.43% | +5.4% | |
| FFTY | Buy | INNOVATOR ETFS TRibd 50 etf | $1,953,000 | +8.7% | 56,222 | +1.0% | 0.42% | -1.9% |
| GLD | Buy | SPDR GOLD TRUST | $1,903,000 | +8.1% | 13,320 | +5.1% | 0.41% | -2.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $1,768,000 | +98.9% | 20,890 | +99.3% | 0.38% | +80.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,732,000 | +20.8% | 11,876 | +7.1% | 0.37% | +9.0% |
| FV | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $1,728,000 | +6.7% | 54,742 | 0.0% | 0.37% | -3.6% | |
| VIG | Buy | VANGUARD GROUPdiv app etf | $1,718,000 | +68.9% | 13,785 | +62.2% | 0.37% | +52.7% |
| FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $1,663,000 | +178.1% | 27,668 | +177.8% | 0.36% | +151.0% |
| PG | Buy | PROCTER & GAMBLE CO | $1,618,000 | +3.1% | 12,952 | +2.6% | 0.35% | -6.9% |
| FTCS | New | FIRST TR EXCHANGE TRADED FDcap strength etf | $1,559,000 | – | 25,829 | +100.0% | 0.34% | – |
| IEI | ISHARES TR3 7 yr treas bd | $1,480,000 | -0.9% | 11,773 | 0.0% | 0.32% | -10.6% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,431,000 | +12.9% | 6,320 | +3.8% | 0.31% | +2.0% |
| TFC | New | TRUIST FINL CORP | $1,428,000 | – | 25,354 | +100.0% | 0.31% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,185,000 | +37.2% | 4,031 | +1.4% | 0.26% | +24.3% |
| BAC | Buy | BANK AMER CORP | $1,163,000 | +28.5% | 33,032 | +6.4% | 0.25% | +16.2% |
| BA | Buy | BOEING CO | $1,155,000 | -9.1% | 3,544 | +6.2% | 0.25% | -17.8% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $1,146,000 | +36.9% | 16,950 | +27.3% | 0.25% | +23.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,140,000 | +14.6% | 851 | +4.4% | 0.25% | +3.4% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $1,087,000 | +21.5% | 8,022 | +28.2% | 0.24% | +9.8% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $1,081,000 | +6.7% | 22,013 | +0.0% | 0.23% | -3.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,070,000 | +11.5% | 800 | +1.7% | 0.23% | +0.9% |
| IVW | New | ISHARES TRs&p 500 grwt etf | $1,066,000 | – | 5,505 | +100.0% | 0.23% | – |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,059,000 | +1.1% | 22,808 | +1.3% | 0.23% | -8.4% |
| MRK | Buy | MERCK & CO INC | $1,033,000 | +17.1% | 11,354 | +8.4% | 0.22% | +5.7% |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $1,030,000 | -7.9% | 20,498 | -7.7% | 0.22% | -16.9% |
| PZA | Sell | INVESCO EXCHNG TRADED FD TRnatl amt muni | $937,000 | -10.4% | 35,406 | -10.2% | 0.20% | -19.2% |
| PFE | Buy | PFIZER INC | $933,000 | +13.1% | 23,822 | +3.7% | 0.20% | +2.0% |
| VALQ | Buy | AMERICAN CENTY ETF TRstoxx us qualt | $927,000 | +7.9% | 21,464 | +1.7% | 0.20% | -2.4% |
| HD | Sell | HOME DEPOT INC | $926,000 | -13.0% | 4,240 | -7.6% | 0.20% | -21.3% |
| QGRO | Buy | AMERICAN CENTY ETF TRstoxx us qlty | $924,000 | +12.1% | 20,539 | +2.0% | 0.20% | +1.0% |
| V | Sell | VISA INC | $914,000 | +0.1% | 4,862 | -8.4% | 0.20% | -9.6% |
| FMB | New | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $912,000 | – | 16,418 | +100.0% | 0.20% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $910,000 | +5.7% | 10,354 | +4.8% | 0.20% | -4.9% |
| MA | Sell | MASTERCARD INCcl a | $900,000 | +6.6% | 3,014 | -3.0% | 0.19% | -4.0% |
| KO | Buy | COCA COLA CO | $896,000 | +1.9% | 16,189 | +0.3% | 0.19% | -8.1% |
| NEE | Sell | NEXTERA ENERGY INC | $884,000 | +1.3% | 3,649 | -2.6% | 0.19% | -8.6% |
| USMV | Sell | ISHARES TRmsci min vol etf | $813,000 | -26.1% | 12,388 | -27.8% | 0.18% | -33.5% |
| XOM | Buy | EXXON MOBIL CORP | $805,000 | +7.3% | 11,534 | +8.6% | 0.17% | -2.8% |
| FTXO | Buy | FIRST TR EXCHANGE TRADED FDnasdaq bk etf | $800,000 | +12.5% | 28,403 | +2.2% | 0.17% | +1.8% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $802,000 | +119.7% | 13,285 | +105.6% | 0.17% | +98.9% |
| MMM | Sell | 3M CO | $795,000 | -1.2% | 4,504 | -8.0% | 0.17% | -10.4% |
| TGT | Sell | TARGET CORP | $779,000 | +16.3% | 6,078 | -3.0% | 0.17% | +5.0% |
| GSG | Sell | ISHARES S&P GSCI COMMODITY Iunit ben int | $768,000 | +7.6% | 47,365 | -0.1% | 0.17% | -2.9% |
| EFAV | New | ISHARES TRmin vol eafe etf | $765,000 | – | 10,268 | +100.0% | 0.16% | – |
| CVX | Buy | CHEVRON CORP NEW | $758,000 | +9.5% | 6,292 | +7.8% | 0.16% | -0.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $756,000 | +123.7% | 8,151 | +125.0% | 0.16% | +101.2% |
| USIG | Buy | ISHARES TRusd inv grde etf | $739,000 | +1.0% | 12,670 | +0.9% | 0.16% | -9.1% |
| INTC | Buy | INTEL CORP | $734,000 | +25.5% | 12,268 | +8.0% | 0.16% | +12.9% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $725,000 | +13.8% | 13,536 | +14.0% | 0.16% | +2.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $716,000 | +9.6% | 3,049 | +3.5% | 0.16% | -0.6% |
| UNP | Buy | UNION PACIFIC CORP | $715,000 | +15.5% | 3,957 | +3.5% | 0.15% | +4.1% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $695,000 | -3.1% | 17,083 | +4.6% | 0.15% | -12.3% |
| DVY | Buy | ISHARES TRselect divid etf | $686,000 | +6.7% | 6,496 | +3.0% | 0.15% | -3.9% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $675,000 | +149.1% | 5,374 | +127.8% | 0.15% | +124.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $673,000 | -12.6% | 14,973 | -12.3% | 0.14% | -21.2% |
| GOVT | Buy | ISHARES TRus treas bd etf | $667,000 | +67.2% | 25,718 | +69.7% | 0.14% | +51.6% |
| DIS | Sell | DISNEY WALT CO | $653,000 | -4.4% | 4,517 | -13.8% | 0.14% | -13.5% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $633,000 | +8.8% | 8,239 | +0.6% | 0.14% | -1.4% |
| FDL | Sell | FIRST TR MORNINGSTAR DIV LEA | $629,000 | -6.5% | 19,314 | -10.9% | 0.14% | -15.5% |
| BX | Sell | BLACKSTONE GROUP INC | $624,000 | +10.2% | 11,149 | -3.8% | 0.14% | 0.0% |
| WFC | Buy | WELLS FARGO CO NEW | $615,000 | +16.7% | 11,438 | +9.5% | 0.13% | +5.6% |
| SHV | Buy | ISHARES TRshort treas bd | $608,000 | +23.3% | 5,506 | +23.5% | 0.13% | +11.0% |
| CSCO | Buy | CISCO SYS INC | $599,000 | +5.8% | 12,490 | +9.0% | 0.13% | -4.4% |
| WRB | Sell | BERKLEY W R CORP | $592,000 | -5.3% | 8,574 | -0.9% | 0.13% | -14.1% |
| MEAR | Buy | ISHARES US ETF TRsht mat mun etf | $588,000 | +33.9% | 11,742 | +34.1% | 0.13% | +21.0% |
| CINF | Sell | CINCINNATI FINL CORP | $578,000 | -11.1% | 5,494 | -1.4% | 0.12% | -19.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $564,000 | +6.0% | 9,182 | +4.3% | 0.12% | -3.9% |
| URTH | Buy | ISHARES INCmsci world etf | $546,000 | +17.4% | 5,529 | +9.2% | 0.12% | +6.3% |
| LMBS | New | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $537,000 | – | 10,373 | +100.0% | 0.12% | – |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $529,000 | +9.3% | 11,667 | +7.1% | 0.11% | -1.7% |
| BJUL | INNOVATOR ETFS TRs&p 500 buffer | $524,000 | +5.6% | 18,966 | 0.0% | 0.11% | -4.2% | |
| IJS | ISHARES TRsp smcp600vl etf | $505,000 | +7.0% | 3,141 | 0.0% | 0.11% | -3.5% | |
| EFV | Buy | ISHARES TReafe value etf | $504,000 | +7.0% | 10,097 | +1.5% | 0.11% | -3.5% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $500,000 | – | 6,615 | +100.0% | 0.11% | – |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $493,000 | +22.6% | 2,456 | -1.1% | 0.11% | +10.4% |
| ES | Buy | EVERSOURCE ENERGY | $492,000 | +4.5% | 5,784 | +5.0% | 0.11% | -6.2% |
| USRT | Buy | ISHARES TRcre u s reit etf | $490,000 | -0.8% | 8,968 | +0.9% | 0.11% | -10.2% |
| TSN | Sell | TYSON FOODS INCcl a | $489,000 | +4.5% | 5,375 | -1.0% | 0.11% | -5.4% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $487,000 | +7.0% | 1,842 | +0.2% | 0.10% | -3.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $483,000 | +7.3% | 2,710 | +1.0% | 0.10% | -3.7% |
| MCD | Buy | MCDONALDS CORP | $484,000 | -4.5% | 2,450 | +3.7% | 0.10% | -14.0% |
| T | Buy | AT&T INC | $481,000 | +18.5% | 12,312 | +14.8% | 0.10% | +7.2% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $478,000 | +9.9% | 808 | +0.2% | 0.10% | -1.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $474,000 | -1.9% | 4,139 | -2.8% | 0.10% | -11.3% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $464,000 | +0.4% | 7,242 | +1.0% | 0.10% | -9.1% |
| XMLV | Buy | INVESCO EXCHNG TRADED FD TRs&p midcp low | $457,000 | +34.4% | 8,496 | +31.5% | 0.10% | +22.2% |
| FXD | Buy | FIRST TR EXCHANGE TRADED FDconsumr discre | $452,000 | +9.4% | 9,977 | +1.6% | 0.10% | -1.0% |
| SUSC | Buy | ISHARES TResg usd corpt | $441,000 | +4.3% | 16,685 | +3.7% | 0.10% | -5.9% |
| WEC | Sell | WEC ENERGY GROUP INC | $425,000 | -12.0% | 4,605 | -9.4% | 0.09% | -20.0% |
| MET | Sell | METLIFE INC | $420,000 | -16.2% | 8,242 | -22.4% | 0.09% | -24.2% |
| XSLV | Buy | INVESCO EXCHNG TRADED FD TRs&p smlcp low | $423,000 | +41.5% | 8,304 | +35.8% | 0.09% | +28.2% |
| ATO | Sell | ATMOS ENERGY CORP | $423,000 | -27.4% | 3,786 | -26.1% | 0.09% | -34.5% |
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $418,000 | – | 7,845 | +100.0% | 0.09% | – |
| IAGG | Sell | ISHARES TRcore intl aggr | $412,000 | -2.4% | 7,516 | -0.6% | 0.09% | -11.9% |
| INDA | Buy | ISHARES TRmsci india etf | $409,000 | +5.4% | 11,633 | +0.8% | 0.09% | -5.4% |
| POR | Buy | PORTLAND GEN ELEC CO | $408,000 | +6.2% | 7,309 | +7.2% | 0.09% | -4.3% |
| RGA | Sell | REINSURANCE GRP OF AMERICA I | $407,000 | -23.4% | 2,495 | -24.8% | 0.09% | -30.7% |
| ROST | Sell | ROSS STORES INC | $409,000 | -1.4% | 3,511 | -7.0% | 0.09% | -11.1% |
| OGE | Buy | OGE ENERGY CORP | $405,000 | -1.2% | 9,107 | +0.7% | 0.09% | -11.2% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $384,000 | +29.7% | 4,063 | +28.5% | 0.08% | +16.9% |
| QLTA | Buy | ISHARES TRa rate cp bd etf | $378,000 | +20.4% | 6,909 | +20.6% | 0.08% | +9.3% |
| HYLS | New | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $378,000 | – | 7,755 | +100.0% | 0.08% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $369,000 | – | 2,871 | +100.0% | 0.08% | – |
| GVI | Buy | ISHARES TRintrm gov cr etf | $361,000 | 0.0% | 3,203 | +0.5% | 0.08% | -9.3% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $355,000 | -11.5% | 6,006 | -7.0% | 0.08% | -19.8% |
| ETN | New | EATON CORP PLC | $354,000 | – | 3,734 | +100.0% | 0.08% | – |
| PDBC | Sell | INVESCO ACTIVELY MANAGD ETFoptimum yield | $342,000 | +4.6% | 20,626 | -1.6% | 0.07% | -5.1% |
| VLO | New | VALERO ENERGY CORP NEW | $341,000 | – | 3,637 | +100.0% | 0.07% | – |
| WMT | Sell | WALMART INC | $339,000 | -1.7% | 2,852 | -1.9% | 0.07% | -11.0% |
| FBT | Buy | FIRST TR EXCHANGE TRADED FDny arca biotech | $334,000 | +24.6% | 2,247 | +3.6% | 0.07% | +12.5% |
| MORL | New | UBS AG LONDON BRHetracs mth2xre | $332,000 | – | 23,268 | +100.0% | 0.07% | – |
| FMC | Sell | F M C CORP | $327,000 | -13.3% | 3,280 | -23.8% | 0.07% | -21.1% |
| PEP | Buy | PEPSICO INC | $324,000 | -0.3% | 2,373 | +0.3% | 0.07% | -10.3% |
| FDMO | Sell | FIDELITY COVINGTON TRmomentum factr | $325,000 | +3.5% | 8,863 | -1.1% | 0.07% | -6.7% |
| CTAS | Sell | CINTAS CORP | $321,000 | -25.2% | 1,194 | -25.5% | 0.07% | -32.4% |
| AX | Sell | AXOS FINL INC | $318,000 | +3.2% | 10,500 | -5.6% | 0.07% | -6.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $321,000 | +40.8% | 989 | +26.3% | 0.07% | +27.8% |
| CDW | Sell | CDW CORP | $319,000 | -9.4% | 2,232 | -21.8% | 0.07% | -17.9% |
| CPRT | Sell | COPART INC | $315,000 | +8.2% | 3,463 | -4.5% | 0.07% | -2.9% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $310,000 | -35.7% | 2,811 | -34.4% | 0.07% | -41.7% |
| BDX | Buy | BECTON DICKINSON & CO | $306,000 | +8.1% | 1,123 | +0.3% | 0.07% | -2.9% |
| DKS | New | DICKS SPORTING GOODS INC | $305,000 | – | 6,161 | +100.0% | 0.07% | – |
| IUSB | New | ISHARES TRcore total usd | $308,000 | – | 5,905 | +100.0% | 0.07% | – |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $301,000 | +0.7% | 6,146 | +1.1% | 0.06% | -8.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $285,000 | -4.0% | 3,126 | +0.9% | 0.06% | -12.7% |
| LNT | Buy | ALLIANT ENERGY CORP | $288,000 | +35.8% | 5,269 | +33.8% | 0.06% | +21.6% |
| MPC | Buy | MARATHON PETE CORP | $281,000 | +3.3% | 4,658 | +3.9% | 0.06% | -6.2% |
| FUTY | Buy | FIDELITY COVINGTON TRmsci utils index | $277,000 | +4.5% | 6,556 | +5.0% | 0.06% | -4.8% |
| SUB | New | ISHARES TRshrt nat mun etf | $277,000 | – | 2,596 | +100.0% | 0.06% | – |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $274,000 | -24.1% | 3,778 | -31.8% | 0.06% | -31.4% |
| SBUX | Sell | STARBUCKS CORP | $273,000 | -28.2% | 3,105 | -27.7% | 0.06% | -35.2% |
| FREL | Sell | FIDELITY COVINGTON TRmsci rl est etf | $274,000 | -2.5% | 9,841 | -2.2% | 0.06% | -11.9% |
| PNC | New | PNC FINL SVCS GROUP INC | $272,000 | – | 1,703 | +100.0% | 0.06% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $270,000 | +2.7% | 4,286 | +0.1% | 0.06% | -7.9% |
| MDT | Buy | MEDTRONIC PLC | $270,000 | +19.5% | 2,380 | +14.5% | 0.06% | +7.4% |
| CBRE | New | CBRE GROUP INCcl a | $266,000 | – | 4,344 | +100.0% | 0.06% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $259,000 | – | 2,553 | +100.0% | 0.06% | – |
| WCG | New | WELLCARE HEALTH PLANS INC | $254,000 | – | 770 | +100.0% | 0.06% | – |
| NWE | Buy | NORTHWESTERN CORP | $253,000 | +25.2% | 3,532 | +31.0% | 0.06% | +14.6% |
| LLY | Sell | LILLY ELI & CO | $255,000 | +13.8% | 1,940 | -3.2% | 0.06% | +1.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $253,000 | +10.5% | 1,437 | +0.3% | 0.06% | 0.0% |
| TROW | New | PRICE T ROWE GROUP INC | $254,000 | – | 2,085 | +100.0% | 0.06% | – |
| KL | Sell | KIRKLAND LAKE GOLD LTD | $249,000 | -10.4% | 5,652 | -9.0% | 0.05% | -18.2% |
| BAR | Sell | GRANITESHARES GOLD TR | $248,000 | -2.0% | 16,423 | -4.5% | 0.05% | -10.0% |
| ADBE | Sell | ADOBE INC | $247,000 | +13.8% | 749 | -4.6% | 0.05% | +1.9% |
| DHI | New | D R HORTON INC | $247,000 | – | 4,682 | +100.0% | 0.05% | – |
| AVA | New | AVISTA CORP | $240,000 | – | 4,986 | +100.0% | 0.05% | – |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $241,000 | -7.7% | 1,959 | -6.8% | 0.05% | -16.1% |
| DG | Sell | DOLLAR GEN CORP NEW | $241,000 | -20.5% | 1,547 | -18.7% | 0.05% | -27.8% |
| SON | New | SONOCO PRODS CO | $240,000 | – | 3,885 | +100.0% | 0.05% | – |
| BLK | New | BLACKROCK INC | $239,000 | – | 476 | +100.0% | 0.05% | – |
| BKH | New | BLACK HILLS CORP | $242,000 | – | 3,078 | +100.0% | 0.05% | – |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $235,000 | +7.8% | 4,525 | +9.2% | 0.05% | -1.9% |
| MDU | New | MDU RES GROUP INC | $235,000 | – | 7,895 | +100.0% | 0.05% | – |
| JWA | New | WILEY JOHN & SONS INCcl a | $236,000 | – | 4,859 | +100.0% | 0.05% | – |
| GBCI | New | GLACIER BANCORP INC NEW | $237,000 | – | 5,164 | +100.0% | 0.05% | – |
| MSM | New | MSC INDL DIRECT INCcl a | $234,000 | – | 2,988 | +100.0% | 0.05% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $232,000 | +5.9% | 1,360 | +0.2% | 0.05% | -3.8% |
| GPC | New | GENUINE PARTS CO | $230,000 | – | 2,164 | +100.0% | 0.05% | – |
| PSX | New | PHILLIPS 66 | $233,000 | – | 2,090 | +100.0% | 0.05% | – |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $231,000 | -24.3% | 2,753 | -23.8% | 0.05% | -31.5% |
| SR | New | SPIRE INC | $234,000 | – | 2,811 | +100.0% | 0.05% | – |
| COLB | New | COLUMBIA BKG SYS INC | $228,000 | – | 5,604 | +100.0% | 0.05% | – |
| SPGI | Sell | S&P GLOBAL INC | $227,000 | +0.9% | 833 | -9.4% | 0.05% | -9.3% |
| SYF | Sell | SYNCHRONY FINL | $226,000 | -19.6% | 6,286 | -23.7% | 0.05% | -26.9% |
| SYY | Sell | SYSCO CORP | $226,000 | -4.2% | 2,638 | -11.2% | 0.05% | -12.5% |
| KMX | Sell | CARMAX INC | $229,000 | -19.1% | 2,614 | -18.8% | 0.05% | -27.9% |
| IXN | Sell | ISHARES TRglobal tech etf | $227,000 | +6.6% | 1,077 | -6.3% | 0.05% | -3.9% |
| PCY | Sell | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $222,000 | +0.5% | 7,499 | -0.9% | 0.05% | -9.4% |
| ABBV | New | ABBVIE INC | $217,000 | – | 2,455 | +100.0% | 0.05% | – |
| USB | New | US BANCORP DEL | $219,000 | – | 3,700 | +100.0% | 0.05% | – |
| FTC | New | FIRST TR LRG CP GRWTH ALPHAD | $207,000 | – | 2,845 | +100.0% | 0.04% | – |
| BBY | Sell | BEST BUY INC | $206,000 | -12.7% | 2,350 | -31.4% | 0.04% | -21.4% |
| FHLC | New | FIDELITY COVINGTON TRmsci hlth care i | $205,000 | – | 4,122 | +100.0% | 0.04% | – |
| TOWN | New | TOWNEBANK PORTSMOUTH VA | $205,000 | – | 7,380 | +100.0% | 0.04% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $142,000 | -3.4% | 16,756 | +3.9% | 0.03% | -11.4% |
| THCX | New | SPINNAKER ETF SERIEScannabis etf | $139,000 | – | 11,100 | +100.0% | 0.03% | – |
| ECOR | Buy | ELECTROCORE INC | $32,000 | +18.5% | 20,300 | +62.4% | 0.01% | +16.7% |
| OXBR | Buy | OXBRIDGE RE HLDGS LTD | $24,000 | +26.3% | 32,265 | +44.9% | 0.01% | 0.0% |
| OXBRW | Buy | OXBRIDGE RE HLDGS LTD*w exp 03/26/202 | $0 | -100.0% | 36,454 | +0.3% | 0.00% | – |
| OPK | Exit | OPKO HEALTH INC | $0 | – | -33,500 | -100.0% | -0.02% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,066 | -100.0% | -0.05% | – |
| DFNL | Exit | DAVIS FUNDAMENTAL ETF TRselect finl | $0 | – | -8,724 | -100.0% | -0.05% | – |
| VTR | Exit | VENTAS INC | $0 | – | -2,991 | -100.0% | -0.05% | – |
| RMT | Exit | ROYCE MICRO-CAP TR INC | $0 | – | -28,590 | -100.0% | -0.06% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -1,754 | -100.0% | -0.06% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -3,143 | -100.0% | -0.06% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,816 | -100.0% | -0.06% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -2,605 | -100.0% | -0.06% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -6,110 | -100.0% | -0.06% | – |
| HACK | Exit | ETF MANAGERS TRprime cybr scrty | $0 | – | -6,900 | -100.0% | -0.06% | – |
| IRDM | Exit | IRIDIUM COMMUNICATIONS INC | $0 | – | -12,645 | -100.0% | -0.06% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -3,296 | -100.0% | -0.06% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -1,295 | -100.0% | -0.06% | – |
| VFF | Exit | VILLAGE FARMS INTL INC | $0 | – | -30,662 | -100.0% | -0.07% | – |
| PAGS | Exit | PAGSEGURO DIGITAL LTD | $0 | – | -6,526 | -100.0% | -0.07% | – |
| FYC | Exit | FIRST TR EXCNGE TRD ALPHADEXsml cp grw alp | $0 | – | -6,897 | -100.0% | -0.07% | – |
| WPC | Exit | W P CAREY INC | $0 | – | -3,782 | -100.0% | -0.08% | – |
| RCL | Exit | ROYAL CARIBBEAN CRUISES LTD | $0 | – | -3,177 | -100.0% | -0.08% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -2,577 | -100.0% | -0.09% | – |
| AVB | Exit | AVALONBAY CMNTYS INC | $0 | – | -1,843 | -100.0% | -0.10% | – |
| PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -4,075 | -100.0% | -0.10% | – |
| IDA | Exit | IDACORP INC | $0 | – | -3,725 | -100.0% | -0.10% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -6,208 | -100.0% | -0.10% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -7,099 | -100.0% | -0.10% | – |
| NHI | Exit | NATIONAL HEALTH INVS INC | $0 | – | -5,792 | -100.0% | -0.11% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -7,129 | -100.0% | -0.12% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -2,490 | -100.0% | -0.12% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -3,835 | -100.0% | -0.13% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -18,443 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-28
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-10-25 |
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.