$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.