$454 Million is the total value of Jaffetilchin Investment Partners, LLC's 207 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 87.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $44,445,000 | +17.8% | 640,046 | -2.9% | 9.79% | -26.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $33,613,000 | +19.8% | 214,735 | -1.3% | 7.41% | -25.3% |
| PSCH | New | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $28,646,000 | – | 116,669 | +100.0% | 6.31% | – |
| AAPL | Buy | APPLE INC | $23,098,000 | +45.1% | 63,316 | +1.1% | 5.09% | -9.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $22,143,000 | +33.9% | 154,847 | +10.9% | 4.88% | -16.5% |
| PFF | Buy | ISHARES TRpfd and incm sec | $20,822,000 | +79.9% | 601,083 | +65.3% | 4.59% | +12.1% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $20,558,000 | +25.2% | 277,439 | +3.5% | 4.53% | -21.9% |
| TIP | Buy | ISHARES TRtips bd etf | $19,360,000 | +1130.0% | 157,395 | +1079.2% | 4.27% | +667.3% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $15,425,000 | +153.9% | 537,459 | +123.8% | 3.40% | +58.3% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $10,926,000 | +19.8% | 148,714 | -1.4% | 2.41% | -25.3% |
| SHV | Buy | ISHARES TRshort treas bd | $9,290,000 | +1656.1% | 83,887 | +1659.7% | 2.05% | +994.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $8,255,000 | +1017.1% | 61,373 | +925.6% | 1.82% | +596.9% |
| MSFT | Buy | MICROSOFT CORP | $7,075,000 | +44.8% | 34,765 | +12.2% | 1.56% | -9.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $6,902,000 | +23.7% | 40,206 | +2.0% | 1.52% | -22.9% |
| DTN | Sell | WISDOMTREE TRus divid ex fncl | $6,128,000 | +11.9% | 83,115 | -1.9% | 1.35% | -30.2% |
| NARI | New | INARI MED INC | $5,420,000 | – | 111,896 | +100.0% | 1.19% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,360,000 | +50.3% | 17,308 | +25.4% | 1.18% | -6.3% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $4,683,000 | +194.3% | 28,568 | +196.1% | 1.03% | +83.6% |
| AMZN | Buy | AMAZON COM INC | $4,312,000 | +43.7% | 1,563 | +1.6% | 0.95% | -10.4% |
| GLD | Buy | SPDR GOLD TR | $4,243,000 | +204.8% | 25,349 | +169.7% | 0.94% | +90.0% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $4,162,000 | +64.9% | 55,867 | +20.6% | 0.92% | +2.8% |
| MUB | New | ISHARES TRnational mun etf | $4,058,000 | – | 35,165 | +100.0% | 0.89% | – |
| DVY | Sell | ISHARES TRselect divid etf | $3,623,000 | +7.1% | 44,885 | -2.4% | 0.80% | -33.2% |
| HDV | Sell | ISHARES TRcore high dv etf | $3,375,000 | -22.8% | 41,588 | -32.0% | 0.74% | -51.8% |
| FDG | New | AMERICAN CENTY ETF TRfocused dynamic | $3,141,000 | – | 57,208 | +100.0% | 0.69% | – |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,985,000 | +1363.2% | 15,550 | +1045.9% | 0.66% | +813.9% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,816,000 | +50.8% | 85,230 | +17.6% | 0.62% | -6.1% |
| TDOC | New | TELADOC HEALTH INC | $2,669,000 | – | 13,984 | +100.0% | 0.59% | – |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $2,650,000 | +1259.0% | 204,805 | +1140.1% | 0.58% | +746.4% |
| ATNX | Sell | ATHENEX INC | $2,543,000 | +68.6% | 184,809 | -5.1% | 0.56% | +5.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,523,000 | +338.8% | 32,133 | +290.2% | 0.56% | +173.9% |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $2,354,000 | – | 47,476 | +100.0% | 0.52% | – |
| QUAL | New | ISHARES TRusa quality fctr | $2,303,000 | – | 24,012 | +100.0% | 0.51% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $2,285,000 | +39.0% | 16,246 | +29.5% | 0.50% | -13.4% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $2,281,000 | +286.0% | 43,727 | +131.4% | 0.50% | +140.7% |
| ARKK | Buy | ARK ETF TRinnovation etf | $2,229,000 | +283.6% | 31,262 | +136.7% | 0.49% | +139.5% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $2,162,000 | – | 38,304 | +100.0% | 0.48% | – |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $2,148,000 | +18.7% | 24,804 | +18.7% | 0.47% | -26.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,131,000 | +52.9% | 17,819 | +40.6% | 0.47% | -4.7% |
| IYK | New | ISHARES TRu.s. cnsm gd etf | $2,130,000 | – | 16,699 | +100.0% | 0.47% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,100,000 | – | 42,278 | +100.0% | 0.46% | – |
| AGG | Sell | ISHARES TRcore us aggbd et | $2,002,000 | -32.4% | 16,933 | -34.1% | 0.44% | -57.9% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,995,000 | +460.4% | 52,698 | +330.1% | 0.44% | +249.2% |
| HDMV | New | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $1,812,000 | – | 98,382 | +100.0% | 0.40% | – |
| IYW | ISHARES TRu.s. tech etf | $1,779,000 | +32.0% | 6,595 | 0.0% | 0.39% | -17.6% | |
| HD | Buy | HOME DEPOT INC | $1,645,000 | +103.6% | 6,565 | +51.7% | 0.36% | +26.6% |
| FB | Buy | FACEBOOK INCcl a | $1,631,000 | +40.5% | 7,183 | +3.2% | 0.36% | -12.4% |
| IXUS | Buy | ISHARES TRcore msci total | $1,553,000 | +62.6% | 28,476 | +40.2% | 0.34% | +1.5% |
| SLV | New | ISHARES SILVER TRishares | $1,482,000 | – | 87,151 | +100.0% | 0.33% | – |
| UDN | New | INVESCO DB US DLR INDEX TRbearish fd | $1,483,000 | – | 73,309 | +100.0% | 0.33% | – |
| DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $1,425,000 | – | 46,250 | +100.0% | 0.31% | – |
| TSLA | Sell | TESLA INC | $1,367,000 | -58.4% | 1,266 | -79.8% | 0.30% | -74.1% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $1,363,000 | -13.6% | 44,949 | -21.1% | 0.30% | -46.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,337,000 | +28.4% | 943 | +5.2% | 0.30% | -19.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,320,000 | +57.0% | 14,032 | +50.2% | 0.29% | -2.0% |
| V | Buy | VISA INC | $1,273,000 | +62.6% | 6,590 | +35.6% | 0.28% | +1.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,212,000 | -38.8% | 25,463 | -48.0% | 0.27% | -61.9% |
| MMM | Buy | 3M CO | $1,193,000 | +57.4% | 7,649 | +37.7% | 0.26% | -1.9% |
| PFE | Buy | PFIZER INC | $1,181,000 | +40.8% | 36,109 | +40.5% | 0.26% | -12.2% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,097,000 | +80.4% | 21,219 | +77.9% | 0.24% | +12.6% |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,066,000 | – | 11,816 | +100.0% | 0.24% | – |
| CVS | New | CVS HEALTH CORP | $1,068,000 | – | 16,441 | +100.0% | 0.24% | – |
| PANW | New | PALO ALTO NETWORKS INC | $1,024,000 | – | 4,459 | +100.0% | 0.23% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $962,000 | +103.8% | 1,688 | +77.1% | 0.21% | +26.9% |
| MRK | Buy | MERCK & CO. INC | $953,000 | +15.2% | 12,328 | +14.7% | 0.21% | -28.1% |
| TFC | Buy | TRUIST FINL CORP | $952,000 | +25.3% | 25,351 | +2.9% | 0.21% | -21.9% |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $936,000 | – | 7,750 | +100.0% | 0.21% | – |
| IGV | New | ISHARES TRexpanded tech | $937,000 | – | 3,298 | +100.0% | 0.21% | – |
| IGM | New | ISHARES TRexpnd tec sc etf | $911,000 | – | 3,264 | +100.0% | 0.20% | – |
| INTC | Buy | INTEL CORP | $893,000 | +43.1% | 14,923 | +29.5% | 0.20% | -10.5% |
| FTCS | New | FIRST TR NASDAQ-100 TECH INDcap strength etf | $885,000 | – | 15,156 | +100.0% | 0.20% | – |
| KO | Buy | COCA COLA CO | $875,000 | +26.8% | 19,587 | +25.5% | 0.19% | -20.9% |
| XOM | Buy | EXXON MOBIL CORP | $870,000 | +90.4% | 19,450 | +61.7% | 0.19% | +19.3% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $861,000 | +15.3% | 20,067 | +9.9% | 0.19% | -28.0% |
| CSCO | Buy | CISCO SYS INC | $852,000 | +232.8% | 18,264 | +179.9% | 0.19% | +108.9% |
| DIS | Buy | DISNEY WALT CO | $853,000 | +98.4% | 7,647 | +71.8% | 0.19% | +23.7% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $844,000 | -14.8% | 7,200 | -24.9% | 0.19% | -46.9% |
| UNP | Buy | UNION PAC CORP | $806,000 | +36.4% | 4,766 | +13.7% | 0.18% | -14.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $810,000 | +25.2% | 4,558 | +1.4% | 0.18% | -22.3% |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $805,000 | – | 3,121 | +100.0% | 0.18% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $779,000 | – | 17,522 | +100.0% | 0.17% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $770,000 | – | 14,643 | +100.0% | 0.17% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $761,000 | – | 20,750 | +100.0% | 0.17% | – |
| DFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $743,000 | – | 24,865 | +100.0% | 0.16% | – |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $742,000 | -14.9% | 3,575 | -32.3% | 0.16% | -47.1% |
| IAU | New | ISHARES GOLD TRUSTishares | $732,000 | – | 43,095 | +100.0% | 0.16% | – |
| IRDM | New | IRIDIUM COMMUNICATIONS INC | $703,000 | – | 27,633 | +100.0% | 0.16% | – |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $682,000 | -0.3% | 15,122 | -7.6% | 0.15% | -38.0% |
| ABBV | New | ABBVIE INC | $682,000 | – | 6,944 | +100.0% | 0.15% | – |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $675,000 | -69.1% | 11,246 | -69.6% | 0.15% | -80.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $666,000 | +62.0% | 471 | +33.4% | 0.15% | +1.4% |
| WKHS | New | WORKHORSE GROUP INC | $634,000 | – | 36,449 | +100.0% | 0.14% | – |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $629,000 | +101.0% | 9,344 | +72.0% | 0.14% | +25.2% |
| DAUG | New | FIRST TR EXCHNG TRADED FD VIvest us deep | $618,000 | – | 20,275 | +100.0% | 0.14% | – |
| TDTT | New | FLEXSHARES TRiboxx 3r targt | $612,000 | – | 24,204 | +100.0% | 0.14% | – |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $609,000 | +82.3% | 5,990 | +77.4% | 0.13% | +13.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $602,000 | +181.3% | 7,535 | +185.1% | 0.13% | +75.0% |
| NVDA | New | NVIDIA CORPORATION | $582,000 | – | 1,533 | +100.0% | 0.13% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $580,000 | – | 23,486 | +100.0% | 0.13% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $572,000 | +28.8% | 3,204 | +31.8% | 0.13% | -19.7% |
| ADBE | New | ADOBE INC | $561,000 | – | 1,288 | +100.0% | 0.12% | – |
| BAC | Buy | BK OF AMERICA CORP | $557,000 | +125.5% | 23,469 | +101.9% | 0.12% | +41.4% |
| ROKU | New | ROKU INC | $552,000 | – | 4,740 | +100.0% | 0.12% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $554,000 | +4.5% | 10,044 | +1.9% | 0.12% | -34.8% |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $546,000 | – | 22,865 | +100.0% | 0.12% | – |
| AMGN | New | AMGEN INC | $546,000 | – | 2,315 | +100.0% | 0.12% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $540,000 | +47.1% | 7,900 | +20.9% | 0.12% | -8.5% |
| IAGG | Buy | ISHARES TRcore intl aggr | $532,000 | +30.7% | 9,550 | +28.2% | 0.12% | -18.8% |
| NEE | Sell | NEXTERA ENERGY INC | $524,000 | -5.1% | 2,182 | -4.8% | 0.12% | -41.0% |
| HUM | New | HUMANA INC | $515,000 | – | 1,329 | +100.0% | 0.11% | – |
| ABT | New | ABBOTT LABS | $515,000 | – | 5,637 | +100.0% | 0.11% | – |
| FLRN | New | SPDR SER TRblomberg brc inv | $515,000 | – | 16,908 | +100.0% | 0.11% | – |
| DOCU | New | DOCUSIGN INC | $501,000 | – | 2,912 | +100.0% | 0.11% | – |
| CVX | Sell | CHEVRON CORP NEW | $491,000 | +3.4% | 5,499 | -16.2% | 0.11% | -35.7% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $483,000 | – | 7,831 | +100.0% | 0.11% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $482,000 | – | 4,804 | +100.0% | 0.11% | – |
| BA | Buy | BOEING CO | $481,000 | +83.6% | 2,625 | +49.5% | 0.11% | +14.0% |
| AVLR | New | AVALARA INC | $474,000 | – | 3,564 | +100.0% | 0.10% | – |
| EA | New | ELECTRONIC ARTS INC | $472,000 | – | 3,572 | +100.0% | 0.10% | – |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $468,000 | -36.3% | 9,250 | -38.7% | 0.10% | -60.4% |
| WMT | Buy | WALMART INC | $465,000 | +63.7% | 3,879 | +55.1% | 0.10% | +2.0% |
| NET | New | CLOUDFLARE INC | $463,000 | – | 12,886 | +100.0% | 0.10% | – |
| LITE | New | LUMENTUM HLDGS INC | $454,000 | – | 5,580 | +100.0% | 0.10% | – |
| IUSB | Buy | ISHARES TRcore total usd | $453,000 | +45.2% | 8,337 | +40.5% | 0.10% | -9.1% |
| IYR | Sell | ISHARES TRu.s. real es etf | $452,000 | -27.7% | 5,735 | -36.2% | 0.10% | -54.8% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $443,000 | -39.8% | 8,186 | -41.2% | 0.10% | -62.3% |
| FTNT | New | FORTINET INC | $445,000 | – | 3,244 | +100.0% | 0.10% | – |
| DG | New | DOLLAR GEN CORP NEW | $443,000 | – | 2,324 | +100.0% | 0.10% | – |
| CHGG | New | CHEGG INC | $447,000 | – | 6,646 | +100.0% | 0.10% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $440,000 | – | 3,859 | +100.0% | 0.10% | – |
| KR | New | KROGER CO | $440,000 | – | 13,001 | +100.0% | 0.10% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $441,000 | – | 5,668 | +100.0% | 0.10% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $434,000 | – | 2,594 | +100.0% | 0.10% | – |
| FDX | New | FEDEX CORP | $435,000 | – | 3,105 | +100.0% | 0.10% | – |
| BAX | New | BAXTER INTL INC | $436,000 | – | 5,069 | +100.0% | 0.10% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $433,000 | – | 10,846 | +100.0% | 0.10% | – |
| DLR | New | DIGITAL RLTY TR INC | $433,000 | – | 3,049 | +100.0% | 0.10% | – |
| GD | New | GENERAL DYNAMICS CORP | $432,000 | – | 2,892 | +100.0% | 0.10% | – |
| BX | Sell | BLACKSTONE GROUP INC | $431,000 | -6.9% | 7,611 | -25.1% | 0.10% | -42.1% |
| FICO | New | FAIR ISAAC CORP | $431,000 | – | 1,031 | +100.0% | 0.10% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $425,000 | – | 2,560 | +100.0% | 0.09% | – |
| PENN | New | PENN NATL GAMING INC | $416,000 | – | 13,631 | +100.0% | 0.09% | – |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $419,000 | -38.7% | 6,345 | -42.3% | 0.09% | -61.8% |
| IXN | New | ISHARES TRglobal tech etf | $408,000 | – | 1,733 | +100.0% | 0.09% | – |
| QLTA | Buy | ISHARES TRa rate cp bd etf | $409,000 | +8.5% | 7,063 | +3.3% | 0.09% | -32.3% |
| ET | New | ENERGY TRANSFER LP | $408,000 | – | 57,291 | +100.0% | 0.09% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $403,000 | – | 10,184 | +100.0% | 0.09% | – |
| SONY | New | SONY CORPsponsored adr | $398,000 | – | 5,755 | +100.0% | 0.09% | – |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $393,000 | -38.0% | 1,483 | -47.3% | 0.09% | -61.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $391,000 | +11.1% | 1,321 | -9.3% | 0.09% | -30.6% |
| URTH | Sell | ISHARES INCmsci world etf | $387,000 | +14.5% | 4,198 | -3.2% | 0.08% | -28.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $387,000 | +48.8% | 1,312 | +25.7% | 0.08% | -7.6% |
| T | Buy | AT&T INC | $373,000 | +6.9% | 12,328 | +3.1% | 0.08% | -33.3% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $367,000 | -26.7% | 6,665 | -28.1% | 0.08% | -54.2% |
| FQAL | New | FIDELITY COVINGTON TRqlty fctor etf | $368,000 | – | 10,072 | +100.0% | 0.08% | – |
| LLY | Sell | LILLY ELI & CO | $358,000 | +1.4% | 2,181 | -14.4% | 0.08% | -36.8% |
| BHF | New | BRIGHTHOUSE FINL INC | $360,000 | – | 12,930 | +100.0% | 0.08% | – |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $346,000 | -14.6% | 7,558 | -21.6% | 0.08% | -46.9% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $344,000 | -6.5% | 17,253 | -16.5% | 0.08% | -41.5% |
| FDRR | Buy | FIDELITY COVINGTON TRdivid etf risi | $340,000 | +34.9% | 11,059 | +15.8% | 0.08% | -15.7% |
| BJUL | Sell | INNOVATOR ETFS TRs&p 500 buffer | $338,000 | -15.5% | 12,521 | -25.5% | 0.07% | -47.5% |
| EFG | New | ISHARES TReafe grwth etf | $337,000 | – | 4,054 | +100.0% | 0.07% | – |
| GOVT | Sell | ISHARES TRus treas bd etf | $333,000 | -71.4% | 11,914 | -71.3% | 0.07% | -82.2% |
| BAR | Buy | GRANITESHARES GOLD TR | $325,000 | +26.0% | 18,299 | +11.4% | 0.07% | -20.9% |
| MAXR | New | MAXAR TECHNOLOGIES INC | $322,000 | – | 17,943 | +100.0% | 0.07% | – |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $316,000 | +18.8% | 2,595 | +18.4% | 0.07% | -25.5% |
| IEFA | Sell | ISHARES TRcore msci eafe | $299,000 | -49.3% | 5,229 | -55.8% | 0.07% | -68.3% |
| CAT | New | CATERPILLAR INC DEL | $301,000 | – | 2,377 | +100.0% | 0.07% | – |
| DXC | New | DXC TECHNOLOGY CO | $293,000 | – | 17,749 | +100.0% | 0.06% | – |
| FUTY | Sell | FIDELITY COVINGTON TRmsci utils index | $296,000 | +1.4% | 8,107 | -0.2% | 0.06% | -36.9% |
| USMV | Sell | ISHARES TRmsci min vol etf | $289,000 | -60.7% | 4,768 | -65.0% | 0.06% | -75.4% |
| PEP | Buy | PEPSICO INC | $289,000 | +19.4% | 2,183 | +8.2% | 0.06% | -25.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $266,000 | -8.0% | 734 | -27.9% | 0.06% | -42.2% |
| RMT | New | ROYCE MICRO-CAP TR INC | $270,000 | – | 37,492 | +100.0% | 0.06% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $266,000 | – | 3,373 | +100.0% | 0.06% | – |
| NEM | New | NEWMONT CORP | $269,000 | – | 4,352 | +100.0% | 0.06% | – |
| FNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $262,000 | – | 8,550 | +100.0% | 0.06% | – |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $259,000 | +4.0% | 4,730 | +0.1% | 0.06% | -35.2% |
| FYX | New | FIRST TR SML CP CORE ALPHA F | $258,000 | – | 4,744 | +100.0% | 0.06% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $253,000 | – | 819 | +100.0% | 0.06% | – |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $255,000 | -44.8% | 4,297 | -51.4% | 0.06% | -65.6% |
| BDX | Sell | BECTON DICKINSON & CO | $251,000 | +2.4% | 1,050 | -1.3% | 0.06% | -36.8% |
| MCD | New | MCDONALDS CORP | $234,000 | – | 1,270 | +100.0% | 0.05% | – |
| FHLC | New | FIDELITY COVINGTON TRmsci hlth care i | $237,000 | – | 4,762 | +100.0% | 0.05% | – |
| FDN | Sell | FIRST TR NASDAQ-100 TECH INDdj internt idx | $236,000 | -24.1% | 1,384 | -45.0% | 0.05% | -52.7% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $230,000 | -70.4% | 5,324 | -74.2% | 0.05% | -81.5% |
| AX | AXOS FINANCIAL INC | $232,000 | +22.1% | 10,500 | 0.0% | 0.05% | -23.9% | |
| FIS | New | FIDELITY NATL INFORMATION SV | $233,000 | – | 1,735 | +100.0% | 0.05% | – |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $225,000 | -81.3% | 8,487 | -81.8% | 0.05% | -88.3% |
| ORCL | New | ORACLE CORP | $228,000 | – | 4,127 | +100.0% | 0.05% | – |
| PSCT | New | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $221,000 | – | 2,536 | +100.0% | 0.05% | – |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $222,000 | – | 5,412 | +100.0% | 0.05% | – |
| SBUX | Sell | STARBUCKS CORP | $217,000 | +6.4% | 2,955 | -4.8% | 0.05% | -33.3% |
| FTC | New | FIRST TRUST LRGCP GWT ALPHAD | $218,000 | – | 2,845 | +100.0% | 0.05% | – |
| KBE | Sell | SPDR SER TRs&p bk etf | $200,000 | -48.6% | 6,341 | -56.1% | 0.04% | -67.9% |
| FTGC | New | FIRST TR EXCHANGE-TRADED FDfst tr glb fd | $200,000 | – | 12,844 | +100.0% | 0.04% | – |
| TVTY | New | TIVITY HEALTH INC | $130,000 | – | 11,476 | +100.0% | 0.03% | – |
| THCX | Buy | SPINNAKER ETF SERIEScannabis etf | $113,000 | +20.2% | 11,827 | +0.1% | 0.02% | -24.2% |
| PPR | New | VOYA PRIME RATE TRsh ben int | $75,000 | – | 18,510 | +100.0% | 0.02% | – |
| RIGL | New | RIGEL PHARMACEUTICALS INC | $44,000 | – | 24,037 | +100.0% | 0.01% | – |
| ECOR | Sell | ELECTROCORE INC | $19,000 | -17.4% | 23,100 | -3.4% | 0.00% | -50.0% |
| MCHX | New | MARCHEX INCcl b | $16,000 | – | 10,241 | +100.0% | 0.00% | – |
| PHUN | New | PHUNWARE INC | $17,000 | – | 13,725 | +100.0% | 0.00% | – |
| AYTU | New | AYTU BIOSCIENCE INC | $17,000 | – | 11,751 | +100.0% | 0.00% | – |
| OXBRW | Sell | OXBRIDGE RE HLDGS LTD*w exp 03/26/202 | $1,000 | 0.0% | 12,547 | -29.7% | 0.00% | – |
| OXBR | Exit | OXBRIDGE RE HLDGS LTD | $0 | – | -13,404 | -100.0% | -0.00% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -17,164 | -100.0% | -0.02% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -7,011 | -100.0% | -0.07% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -3,969 | -100.0% | -0.08% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -1,858 | -100.0% | -0.08% | – |
| FREL | Exit | FIDELITY COVINGTON TRmsci rl est etf | $0 | – | -11,376 | -100.0% | -0.08% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -6,702 | -100.0% | -0.08% | – |
| FXL | Exit | FIRST TR EXCHANGE TRADED FDtech alphadex | $0 | – | -4,111 | -100.0% | -0.09% | – |
| FDMO | Exit | FIDELITY COVINGTON TRmomentum factr | $0 | – | -8,123 | -100.0% | -0.09% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -2,060 | -100.0% | -0.10% | – |
| XSLV | Exit | INVESCO EXCHANGE-TRADED FD Ts&p smlcp low | $0 | – | -8,419 | -100.0% | -0.10% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -7,478 | -100.0% | -0.10% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -3,610 | -100.0% | -0.10% | – |
| FDVV | Exit | FIDELITY COVINGTON TRhigh divid etf | $0 | – | -12,843 | -100.0% | -0.10% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -604 | -100.0% | -0.10% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,964 | -100.0% | -0.10% | – |
| PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -3,956 | -100.0% | -0.11% | – |
| XMLV | Exit | INVESCO EXCHANGE-TRADED FD Ts&p midcp low | $0 | – | -8,483 | -100.0% | -0.12% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -3,454 | -100.0% | -0.12% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -3,981 | -100.0% | -0.12% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -9,308 | -100.0% | -0.13% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -6,097 | -100.0% | -0.13% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -4,298 | -100.0% | -0.13% | – |
| FDL | Exit | FIRST TR MORNINGSTAR DIVID L | $0 | – | -17,161 | -100.0% | -0.14% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -2,321 | -100.0% | -0.14% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -5,567 | -100.0% | -0.15% | – |
| SUSC | Exit | ISHARES TResg usd corpt | $0 | – | -17,214 | -100.0% | -0.16% | – |
| GSG | Exit | ISHARES S&P GSCI COMMODITY Iunit ben int | $0 | – | -49,885 | -100.0% | -0.16% | – |
| MEAR | Exit | ISHARES U S ETF TRsht mat mun etf | $0 | – | -9,444 | -100.0% | -0.17% | – |
| TGT | Exit | TARGET CORP | $0 | – | -5,368 | -100.0% | -0.18% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -10,999 | -100.0% | -0.22% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -14,162 | -100.0% | -0.23% | – |
| VALQ | Exit | AMERICAN CENTY ETF TRstoxx us qualt | $0 | – | -26,010 | -100.0% | -0.29% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -54,405 | -100.0% | -0.32% | – |
| QGRO | Exit | AMERICAN CENTY ETF TRstoxx us qlty | $0 | – | -24,102 | -100.0% | -0.32% | – |
| NEAR | Exit | ISHARES U S ETF TRsht mat bd etf | $0 | – | -20,105 | -100.0% | -0.34% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -19,828 | -100.0% | -0.40% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -13,602 | -100.0% | -0.41% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -24,567 | -100.0% | -0.43% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -12,366 | -100.0% | -0.58% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -23,234 | -100.0% | -0.91% | – |
| LKNCY | Exit | LUCKIN COFFEE INCsponsored ads | $0 | – | -127,751 | -100.0% | -1.23% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -83,164 | -100.0% | -5.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2020-08-03
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.