$283 Million is the total value of Jaffetilchin Investment Partners, LLC's 155 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $6,075,000 | – | 240,110 | +100.0% | 2.15% | – |
| LKNCY | New | LUCKIN COFFEE INCsponsored ads | $3,474,000 | – | 127,751 | +100.0% | 1.23% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,867,000 | – | 72,464 | +100.0% | 0.66% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $591,000 | – | 18,896 | +100.0% | 0.21% | – |
| XEL | New | XCEL ENERGY INC | $368,000 | – | 6,097 | +100.0% | 0.13% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $356,000 | – | 12,252 | +100.0% | 0.13% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $347,000 | – | 3,981 | +100.0% | 0.12% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $339,000 | – | 3,454 | +100.0% | 0.12% | – |
| PNW | New | PINNACLE WEST CAP CORP | $300,000 | – | 3,956 | +100.0% | 0.11% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $295,000 | – | 604 | +100.0% | 0.10% | – |
| FDVV | New | FIDELITY COVINGTON TRhigh divid etf | $294,000 | – | 12,843 | +100.0% | 0.10% | – |
| MO | New | ALTRIA GROUP INC | $289,000 | – | 7,478 | +100.0% | 0.10% | – |
| FDRR | New | FIDELITY COVINGTON TRdivid etf risi | $252,000 | – | 9,546 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-06
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.