$542 Million is the total value of Jaffetilchin Investment Partners, LLC's 224 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 44.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $48,738,000 | +9.7% | 645,620 | +0.9% | 9.00% | -8.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $36,638,000 | +9.0% | 215,123 | +0.2% | 6.76% | -8.7% |
| AAPL | Buy | APPLE INC | $30,567,000 | +32.3% | 263,943 | +316.9% | 5.64% | +10.9% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $27,983,000 | +26.4% | 178,876 | +15.5% | 5.17% | +5.9% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $26,365,000 | – | 94,892 | +100.0% | 4.87% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $26,120,000 | +27.1% | 323,954 | +16.8% | 4.82% | +6.4% |
| TIP | Sell | ISHARES TRtips bd etf | $17,911,000 | -7.5% | 141,590 | -10.0% | 3.31% | -22.5% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $16,970,000 | +6452.1% | 308,371 | +6419.5% | 3.13% | +5396.5% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $16,629,000 | +674.2% | 192,216 | +674.9% | 3.07% | +549.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $16,204,000 | -22.2% | 444,544 | -26.0% | 2.99% | -34.8% |
| ANGL | Sell | VANECK VECTORS ETF TRfallen angel hg | $15,884,000 | +3.0% | 534,082 | -0.6% | 2.93% | -13.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $12,706,000 | +16.3% | 159,548 | +7.3% | 2.35% | -2.6% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $10,931,000 | +1519.4% | 182,120 | +1519.4% | 2.02% | +1254.4% |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $7,906,000 | – | 412,439 | +100.0% | 1.46% | – |
| IWB | Buy | ISHARES TRrus 1000 etf | $7,702,000 | +11.6% | 41,155 | +2.4% | 1.42% | -6.5% |
| MSFT | Buy | MICROSOFT CORP | $7,425,000 | +4.9% | 35,302 | +1.5% | 1.37% | -12.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,240,000 | +35.1% | 21,544 | +24.5% | 1.34% | +13.2% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $6,708,000 | +43.2% | 41,086 | +43.8% | 1.24% | +20.0% |
| DTN | Buy | WISDOMTREE TRus divid ex fncl | $6,269,000 | +2.3% | 83,118 | +0.0% | 1.16% | -14.3% |
| MUB | Buy | ISHARES TRnational mun etf | $6,194,000 | +52.6% | 53,431 | +51.9% | 1.14% | +27.9% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $6,055,000 | +1816.1% | 49,707 | +1815.5% | 1.12% | +1497.1% |
| AMZN | Buy | AMAZON COM INC | $5,794,000 | +34.4% | 1,840 | +17.7% | 1.07% | +12.6% |
| GLD | Buy | SPDR GOLD TR | $4,958,000 | +16.9% | 27,994 | +10.4% | 0.92% | -2.1% |
| UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $4,385,000 | – | 172,976 | +100.0% | 0.81% | – |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $4,351,000 | +4.5% | 55,439 | -0.8% | 0.80% | -12.4% |
| HDV | Buy | ISHARES TRcore high dv etf | $4,246,000 | +25.8% | 52,760 | +26.9% | 0.78% | +5.4% |
| TDOC | Buy | TELADOC HEALTH INC | $3,899,000 | +46.1% | 17,783 | +27.2% | 0.72% | +22.4% |
| TSLA | Buy | TESLA INC | $3,608,000 | +163.9% | 8,410 | +564.3% | 0.67% | +121.3% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,456,000 | +22.7% | 99,305 | +16.5% | 0.64% | +2.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $3,157,000 | +37.1% | 30,430 | +26.7% | 0.58% | +15.0% |
| GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $3,054,000 | +29.7% | 55,167 | +16.2% | 0.56% | +8.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,573,000 | +2.0% | 32,583 | +1.4% | 0.48% | -14.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,518,000 | +10.2% | 16,916 | +4.1% | 0.46% | -7.6% |
| DNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $2,464,000 | +72.9% | 77,451 | +67.5% | 0.46% | +44.9% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,454,000 | +177.3% | 38,783 | +155.9% | 0.45% | +132.3% |
| FB | Buy | FACEBOOK INCcl a | $2,446,000 | +50.0% | 9,339 | +30.0% | 0.45% | +25.9% |
| IYK | Sell | ISHARES TRu.s. cnsm gd etf | $2,428,000 | +14.0% | 16,254 | -2.7% | 0.45% | -4.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,423,000 | +13.7% | 17,432 | -2.2% | 0.45% | -4.9% |
| ARKK | Sell | ARK ETF TRinnovation etf | $2,292,000 | +2.8% | 24,918 | -20.3% | 0.42% | -13.8% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $2,280,000 | -0.0% | 35,787 | -18.2% | 0.42% | -16.3% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $2,269,000 | +4.9% | 38,214 | -0.2% | 0.42% | -12.0% |
| ATNX | Buy | ATHENEX INC | $2,253,000 | -11.4% | 186,201 | +0.8% | 0.42% | -25.7% |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $2,175,000 | – | 33,938 | +100.0% | 0.40% | – |
| DEF | New | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $2,117,000 | – | 38,084 | +100.0% | 0.39% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,115,000 | +0.7% | 39,432 | -6.7% | 0.39% | -15.8% |
| PFE | Buy | PFIZER INC | $2,105,000 | +78.2% | 57,358 | +58.8% | 0.39% | +49.6% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,097,000 | – | 19,879 | +100.0% | 0.39% | – |
| IXUS | Buy | ISHARES TRcore msci total | $2,022,000 | +30.2% | 34,661 | +21.7% | 0.37% | +9.1% |
| HD | Buy | HOME DEPOT INC | $1,987,000 | +20.8% | 7,156 | +9.0% | 0.37% | +1.4% |
| IYW | ISHARES TRu.s. tech etf | $1,986,000 | +11.6% | 6,595 | 0.0% | 0.37% | -6.4% | |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $1,726,000 | +126.8% | 44,069 | +112.4% | 0.32% | +89.9% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,692,000 | -79.5% | 12,561 | -79.5% | 0.31% | -82.8% |
| FDG | Sell | AMERICAN CENTY ETF TRfocused dynamic | $1,640,000 | -47.8% | 25,306 | -55.8% | 0.30% | -56.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,631,000 | +22.0% | 1,113 | +18.0% | 0.30% | +2.0% |
| NVDA | Buy | NVIDIA CORPORATION | $1,613,000 | +177.1% | 2,979 | +94.3% | 0.30% | +132.8% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,531,000 | +109.2% | 85,127 | +97.5% | 0.28% | +75.8% |
| KO | Buy | COCA COLA CO | $1,504,000 | +71.9% | 30,458 | +55.5% | 0.28% | +44.0% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $1,429,000 | – | 9,722 | +100.0% | 0.26% | – |
| V | Buy | VISA INC | $1,385,000 | +8.8% | 6,928 | +5.1% | 0.26% | -8.9% |
| CVS | Buy | CVS HEALTH CORP | $1,376,000 | +28.8% | 23,560 | +43.3% | 0.25% | +8.1% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,358,000 | +32.6% | 5,550 | +24.5% | 0.25% | +11.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,344,000 | +10.9% | 25,446 | -0.1% | 0.25% | -7.1% |
| IGV | Buy | ISHARES TRexpanded tech | $1,343,000 | +43.3% | 4,317 | +30.9% | 0.25% | +20.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,208,000 | -39.7% | 10,235 | -39.6% | 0.22% | -49.4% |
| MRK | Buy | MERCK & CO. INC | $1,152,000 | +20.9% | 13,893 | +12.7% | 0.21% | +1.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,139,000 | -13.7% | 11,830 | -15.7% | 0.21% | -27.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,110,000 | +100.4% | 18,664 | +85.8% | 0.20% | +68.0% |
| NEE | Buy | NEXTERA ENERGY INC | $1,073,000 | +104.8% | 3,867 | +77.2% | 0.20% | +72.2% |
| WMT | Buy | WALMART INC | $1,060,000 | +128.0% | 7,579 | +95.4% | 0.20% | +92.2% |
| DIS | Buy | DISNEY WALT CO | $1,061,000 | +24.4% | 8,549 | +11.8% | 0.20% | +4.3% |
| DFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,006,000 | +35.4% | 32,543 | +30.9% | 0.19% | +13.4% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,009,000 | -5.3% | 10,654 | -9.8% | 0.19% | -20.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $998,000 | +3.7% | 1,407 | -16.6% | 0.18% | -13.2% |
| UNP | Buy | UNION PAC CORP | $979,000 | +21.5% | 4,972 | +4.3% | 0.18% | +1.7% |
| TFC | Buy | TRUIST FINL CORP | $975,000 | +2.4% | 25,633 | +1.1% | 0.18% | -14.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $972,000 | +15.2% | 7,551 | +4.9% | 0.18% | -3.8% |
| IRDM | Buy | IRIDIUM COMMUNICATIONS INC | $951,000 | +35.3% | 37,160 | +34.5% | 0.18% | +13.5% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $912,000 | +13.3% | 3,285 | +5.3% | 0.17% | -5.1% |
| DVY | Sell | ISHARES TRselect divid etf | $889,000 | -75.5% | 10,903 | -75.7% | 0.16% | -79.4% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $891,000 | +3.5% | 20,280 | +1.1% | 0.16% | -13.7% |
| SHV | Sell | ISHARES TRshort treas bd | $879,000 | -90.5% | 7,939 | -90.5% | 0.16% | -92.1% |
| INTC | Buy | INTEL CORP | $872,000 | -2.4% | 16,844 | +12.9% | 0.16% | -18.3% |
| CSCO | Buy | CISCO SYS INC | $869,000 | +2.0% | 22,051 | +20.7% | 0.16% | -14.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $853,000 | -8.9% | 7,013 | -9.5% | 0.16% | -23.8% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $851,000 | +55.9% | 30,543 | +33.6% | 0.16% | +30.8% |
| WKHS | Sell | WORKHORSE GROUP INC | $843,000 | +33.0% | 33,329 | -8.6% | 0.16% | +11.4% |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $837,000 | -8.1% | 2,710 | -17.0% | 0.16% | -22.9% |
| MMM | Sell | 3M CO | $794,000 | -33.4% | 4,959 | -35.2% | 0.15% | -44.1% |
| PENN | Sell | PENN NATL GAMING INC | $791,000 | +90.1% | 10,876 | -20.2% | 0.15% | +58.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $787,000 | +18.2% | 535 | +13.6% | 0.14% | -1.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $773,000 | +35.1% | 3,629 | +13.3% | 0.14% | +13.5% |
| STIP | New | ISHARES TR0-5 yr tips etf | $744,000 | – | 7,153 | +100.0% | 0.14% | – |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $741,000 | – | 5,972 | +100.0% | 0.14% | – |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $734,000 | -5.8% | 15,776 | -10.0% | 0.14% | -20.9% |
| ROKU | Sell | ROKU INC | $713,000 | +29.2% | 3,778 | -20.3% | 0.13% | +8.2% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $710,000 | -47.9% | 22,570 | -49.8% | 0.13% | -56.3% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $691,000 | +196.6% | 4,695 | +170.6% | 0.13% | +151.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $693,000 | -14.4% | 3,738 | -18.0% | 0.13% | -28.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $683,000 | +13.5% | 7,708 | +2.3% | 0.13% | -5.3% |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $658,000 | – | 4,885 | +100.0% | 0.12% | – |
| LVGO | New | LIVONGO HEALTH INC | $657,000 | – | 4,694 | +100.0% | 0.12% | – |
| TGT | New | TARGET CORP | $642,000 | – | 4,077 | +100.0% | 0.12% | – |
| AMGN | Buy | AMGEN INC | $647,000 | +18.5% | 2,545 | +9.9% | 0.12% | -0.8% |
| BAC | Buy | BK OF AMERICA CORP | $641,000 | +15.1% | 26,589 | +13.3% | 0.12% | -4.1% |
| DKNG | New | DRAFTKINGS INC | $619,000 | – | 10,516 | +100.0% | 0.11% | – |
| BA | Buy | BOEING CO | $610,000 | +26.8% | 3,694 | +40.7% | 0.11% | +6.6% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $614,000 | +9.4% | 1,252 | -2.8% | 0.11% | -8.9% |
| CEF | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $606,000 | – | 33,016 | +100.0% | 0.11% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $595,000 | +53.7% | 1,908 | +45.4% | 0.11% | +29.4% |
| LLY | Buy | LILLY ELI & CO | $598,000 | +67.0% | 4,037 | +85.1% | 0.11% | +39.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $568,000 | +5.2% | 8,091 | +2.4% | 0.10% | -11.8% |
| ABT | Sell | ABBOTT LABS | $570,000 | +10.7% | 5,238 | -7.1% | 0.10% | -7.1% |
| DXC | Buy | DXC TECHNOLOGY CO | $558,000 | +90.4% | 31,233 | +76.0% | 0.10% | +58.5% |
| IAGG | Buy | ISHARES TRcore intl aggr | $551,000 | +3.6% | 9,896 | +3.6% | 0.10% | -12.8% |
| ORCL | Buy | ORACLE CORP | $543,000 | +138.2% | 9,098 | +120.5% | 0.10% | +100.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $539,000 | -81.9% | 2,485 | -84.0% | 0.10% | -84.8% |
| FNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $521,000 | +98.9% | 16,008 | +87.2% | 0.10% | +65.5% |
| D | New | DOMINION ENERGY INC | $515,000 | – | 6,526 | +100.0% | 0.10% | – |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $496,000 | +2.9% | 3,611 | -24.8% | 0.09% | -13.2% |
| MAXR | Buy | MAXAR TECHNOLOGIES INC | $491,000 | +52.5% | 19,696 | +9.8% | 0.09% | +28.2% |
| SHOP | New | SHOPIFY INCcl a | $493,000 | – | 482 | +100.0% | 0.09% | – |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $487,000 | +143.5% | 28,680 | +123.3% | 0.09% | +104.5% |
| PEP | Buy | PEPSICO INC | $474,000 | +64.0% | 3,423 | +56.8% | 0.09% | +37.5% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $465,000 | -23.6% | 4,557 | -23.9% | 0.09% | -35.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $467,000 | +19.4% | 1,380 | +4.5% | 0.09% | 0.0% |
| IUSB | Buy | ISHARES TRcore total usd | $467,000 | +3.1% | 8,593 | +3.1% | 0.09% | -14.0% |
| ZEN | New | ZENDESK INC | $458,000 | – | 4,448 | +100.0% | 0.08% | – |
| STKL | New | SUNOPTA INC | $463,000 | – | 62,415 | +100.0% | 0.08% | – |
| WM | New | WASTE MGMT INC DEL | $462,000 | – | 4,086 | +100.0% | 0.08% | – |
| DG | Sell | DOLLAR GEN CORP NEW | $455,000 | +2.7% | 2,170 | -6.6% | 0.08% | -14.3% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $456,000 | +5.1% | 2,737 | +5.5% | 0.08% | -12.5% |
| SIVB | New | SVB FINANCIAL GROUP | $457,000 | – | 1,898 | +100.0% | 0.08% | – |
| FDX | Sell | FEDEX CORP | $457,000 | +5.1% | 1,818 | -41.4% | 0.08% | -12.5% |
| IYR | Sell | ISHARES TRu.s. real es etf | $457,000 | +1.1% | 5,725 | -0.2% | 0.08% | -16.0% |
| IXN | ISHARES TRglobal tech etf | $457,000 | +12.0% | 1,733 | 0.0% | 0.08% | -6.7% | |
| EA | Sell | ELECTRONIC ARTS INC | $451,000 | -4.4% | 3,462 | -3.1% | 0.08% | -20.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $450,000 | +3.9% | 3,064 | +0.5% | 0.08% | -12.6% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $448,000 | +1.1% | 8,224 | +0.5% | 0.08% | -15.3% |
| ONEM | New | 1LIFE HEALTHCARE INC | $447,000 | – | 15,771 | +100.0% | 0.08% | – |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $449,000 | +3.7% | 9,660 | -10.9% | 0.08% | -12.6% |
| NSP | New | INSPERITY INC | $443,000 | – | 6,771 | +100.0% | 0.08% | – |
| LVS | New | LAS VEGAS SANDS CORP | $445,000 | – | 9,539 | +100.0% | 0.08% | – |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $443,000 | +0.5% | 5,338 | -5.8% | 0.08% | -15.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $445,000 | +10.4% | 10,282 | +1.0% | 0.08% | -7.9% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $442,000 | -59.7% | 8,553 | -59.7% | 0.08% | -66.1% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $444,000 | – | 945 | +100.0% | 0.08% | – |
| NOMD | New | NOMAD FOODS LTD | $441,000 | – | 17,320 | +100.0% | 0.08% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $438,000 | – | 4,836 | +100.0% | 0.08% | – |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $436,000 | -6.8% | 8,604 | -7.0% | 0.08% | -22.3% |
| CRM | New | SALESFORCE COM INC | $431,000 | – | 1,714 | +100.0% | 0.08% | – |
| SONY | Sell | SONY CORPsponsored adr | $435,000 | +9.3% | 5,667 | -1.5% | 0.08% | -9.1% |
| TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $429,000 | -29.9% | 16,579 | -31.5% | 0.08% | -41.5% |
| CHWY | New | CHEWY INCcl a | $429,000 | – | 7,824 | +100.0% | 0.08% | – |
| FVAC | New | FORTRESS VALUE ACQUISITION C | $417,000 | – | 30,738 | +100.0% | 0.08% | – |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $417,000 | – | 12,090 | +100.0% | 0.08% | – |
| URTH | Sell | ISHARES INCmsci world etf | $410,000 | +5.9% | 4,118 | -1.9% | 0.08% | -10.6% |
| QLTA | Sell | ISHARES TRa rate cp bd etf | $406,000 | -0.7% | 7,017 | -0.7% | 0.08% | -16.7% |
| CVX | Buy | CHEVRON CORP NEW | $400,000 | -18.5% | 5,560 | +1.1% | 0.07% | -31.5% |
| CAT | Buy | CATERPILLAR INC DEL | $396,000 | +31.6% | 2,654 | +11.7% | 0.07% | +10.6% |
| NFLX | New | NETFLIX INC | $390,000 | – | 780 | +100.0% | 0.07% | – |
| BX | Sell | BLACKSTONE GROUP INC | $389,000 | -9.7% | 7,458 | -2.0% | 0.07% | -24.2% |
| T | Buy | AT&T INC | $388,000 | +4.0% | 13,617 | +10.5% | 0.07% | -12.2% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $392,000 | -0.3% | 1,308 | -11.8% | 0.07% | -17.2% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $385,000 | -48.1% | 1,664 | -53.5% | 0.07% | -56.4% |
| MBB | New | ISHARES TRmbs etf | $379,000 | – | 3,430 | +100.0% | 0.07% | – |
| IGSB | New | ISHARES TR | $370,000 | – | 6,742 | +100.0% | 0.07% | – |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $371,000 | -45.6% | 8,055 | -46.7% | 0.07% | -54.7% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $371,000 | -41.0% | 5,149 | -44.9% | 0.07% | -51.1% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $368,000 | – | 11,242 | +100.0% | 0.07% | – |
| EFG | ISHARES TReafe grwth etf | $364,000 | +8.0% | 4,054 | 0.0% | 0.07% | -9.5% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $363,000 | +21.4% | 6,029 | +15.3% | 0.07% | +1.5% |
| BAR | GRANITESHARES GOLD TR | $343,000 | +5.5% | 18,299 | 0.0% | 0.06% | -12.5% | |
| PSCT | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $335,000 | +51.6% | 3,874 | +52.8% | 0.06% | +26.5% |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $335,000 | +13.2% | 8,819 | +8.8% | 0.06% | -4.6% |
| SLV | Sell | ISHARES SILVER TRishares | $330,000 | -77.7% | 15,259 | -82.5% | 0.06% | -81.3% |
| FLDM | New | FLUIDIGM CORP DEL | $328,000 | – | 44,208 | +100.0% | 0.06% | – |
| QCOM | New | QUALCOMM INC | $330,000 | – | 2,803 | +100.0% | 0.06% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $328,000 | – | 3,613 | +100.0% | 0.06% | – |
| FDRR | Sell | FIDELITY COVINGTON TRUSTdivid etf risi | $332,000 | -2.4% | 10,227 | -7.5% | 0.06% | -18.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $319,000 | +19.9% | 723 | -1.5% | 0.06% | 0.0% |
| ZTS | New | ZOETIS INCcl a | $321,000 | – | 1,941 | +100.0% | 0.06% | – |
| PSCH | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $315,000 | -98.9% | 2,506 | -97.9% | 0.06% | -99.1% |
| FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $316,000 | +42.3% | 7,423 | +37.2% | 0.06% | +18.4% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $310,000 | – | 3,512 | +100.0% | 0.06% | – |
| MCD | Buy | MCDONALDS CORP | $310,000 | +32.5% | 1,410 | +11.0% | 0.06% | +9.6% |
| SBUX | Buy | STARBUCKS CORP | $309,000 | +42.4% | 3,600 | +21.8% | 0.06% | +18.8% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $301,000 | – | 1,023 | +100.0% | 0.06% | – |
| AMLP | Sell | ALPS ETF TRalerian mlp | $296,000 | -49.0% | 14,803 | -37.0% | 0.06% | -57.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $299,000 | +18.2% | 893 | +9.0% | 0.06% | -1.8% |
| SQ | New | SQUARE INCcl a | $296,000 | – | 1,820 | +100.0% | 0.06% | – |
| TVTY | Buy | TIVITY HEALTH INC | $292,000 | +124.6% | 20,810 | +81.3% | 0.05% | +86.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $283,000 | +6.4% | 3,500 | +3.8% | 0.05% | -11.9% |
| ABBV | Sell | ABBVIE INC | $282,000 | -58.7% | 3,216 | -53.7% | 0.05% | -65.3% |
| PYPL | New | PAYPAL HLDGS INC | $281,000 | – | 1,426 | +100.0% | 0.05% | – |
| NEM | Sell | NEWMONT CORP | $275,000 | +2.2% | 4,330 | -0.5% | 0.05% | -13.6% |
| LMT | New | LOCKHEED MARTIN CORP | $269,000 | – | 702 | +100.0% | 0.05% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $264,000 | -65.7% | 3,224 | -78.0% | 0.05% | -71.2% |
| GOLD | New | BARRICK GOLD CORP | $260,000 | – | 9,267 | +100.0% | 0.05% | – |
| IPO | New | RENAISSANCE CAP GREENWICH FDipo etf | $252,000 | – | 4,814 | +100.0% | 0.05% | – |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $250,000 | -59.5% | 7,850 | -61.3% | 0.05% | -66.2% |
| BDX | Buy | BECTON DICKINSON & CO | $245,000 | -2.4% | 1,053 | +0.3% | 0.04% | -18.2% |
| AX | AXOS FINANCIAL INC | $245,000 | +5.6% | 10,500 | 0.0% | 0.04% | -11.8% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $238,000 | -17.6% | 3,739 | -21.6% | 0.04% | -31.2% |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $239,000 | +9.6% | 2,845 | 0.0% | 0.04% | -8.3% | |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $232,000 | -32.6% | 12,180 | -29.4% | 0.04% | -43.4% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $226,000 | +0.4% | 8,496 | +0.1% | 0.04% | -16.0% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $219,000 | -7.6% | 4,159 | -12.7% | 0.04% | -23.1% |
| IWD | New | ISHARES TRrus 1000 val etf | $213,000 | – | 1,805 | +100.0% | 0.04% | – |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $210,000 | -17.6% | 3,510 | -18.3% | 0.04% | -30.4% |
| ORLY | New | OREILLY AUTOMOTIVE INC | $212,000 | – | 459 | +100.0% | 0.04% | – |
| TXG | New | 10X GENOMICS INC | $206,000 | – | 1,652 | +100.0% | 0.04% | – |
| GOVT | Sell | ISHARES TRus treas bd etf | $204,000 | -38.7% | 7,291 | -38.8% | 0.04% | -47.9% |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $205,000 | – | 643 | +100.0% | 0.04% | – |
| VVR | New | INVESCO SR INCOME TR | $144,000 | – | 39,226 | +100.0% | 0.03% | – |
| CHS | New | CHICOS FAS INC | $136,000 | – | 139,729 | +100.0% | 0.02% | – |
| SBH | New | SALLY BEAUTY HLDGS INC | $133,000 | – | 15,317 | +100.0% | 0.02% | – |
| RIGL | Buy | RIGEL PHARMACEUTICALS INC | $132,000 | +200.0% | 55,024 | +128.9% | 0.02% | +140.0% |
| ECOR | Buy | ELECTROCORE INC | $111,000 | +484.2% | 64,298 | +178.3% | 0.02% | +400.0% |
| THCX | Buy | SPINNAKER ETF SERIEScannabis etf | $98,000 | -13.3% | 11,840 | +0.1% | 0.02% | -28.0% |
| GLV | New | CLOUGH GLOBAL DIVID & INCOME | $93,000 | – | 10,126 | +100.0% | 0.02% | – |
| CLF | New | CLEVELAND-CLIFFS INC NEW | $78,000 | – | 12,217 | +100.0% | 0.01% | – |
| NOK | New | NOKIA CORPsponsored adr | $75,000 | – | 19,137 | +100.0% | 0.01% | – |
| AYTU | Buy | AYTU BIOSCIENCE INC | $17,000 | 0.0% | 14,351 | +22.1% | 0.00% | -25.0% |
| OXBRW | Exit | OXBRIDGE RE HLDGS LTD*w exp 03/26/202 | $0 | – | -12,547 | -100.0% | 0.00% | – |
| PHUN | Exit | PHUNWARE INC | $0 | – | -13,725 | -100.0% | -0.00% | – |
| MCHX | Exit | MARCHEX INCcl b | $0 | – | -10,241 | -100.0% | -0.00% | – |
| PPR | Exit | VOYA PRIME RATE TRsh ben int | $0 | – | -18,510 | -100.0% | -0.02% | – |
| KBE | Exit | SPDR SER TRs&p bk etf | $0 | – | -6,341 | -100.0% | -0.04% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -5,324 | -100.0% | -0.05% | – |
| FDN | Exit | FIRST TR NASDAQ-100 TECH INDdj internt idx | $0 | – | -1,384 | -100.0% | -0.05% | – |
| FYX | Exit | FIRST TR SML CP CORE ALPHA F | $0 | – | -4,744 | -100.0% | -0.06% | – |
| RMT | Exit | ROYCE MICRO-CAP TR INC | $0 | – | -37,492 | -100.0% | -0.06% | – |
| BJUL | Exit | INNOVATOR ETFS TRs&p 500 buffer | $0 | – | -12,521 | -100.0% | -0.07% | – |
| HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -7,558 | -100.0% | -0.08% | – |
| BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -12,930 | -100.0% | -0.08% | – |
| FQAL | Exit | FIDELITY COVINGTON TRqlty fctor etf | $0 | – | -10,072 | -100.0% | -0.08% | – |
| FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -6,665 | -100.0% | -0.08% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -57,291 | -100.0% | -0.09% | – |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -6,345 | -100.0% | -0.09% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -2,560 | -100.0% | -0.09% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -2,892 | -100.0% | -0.10% | – |
| FICO | Exit | FAIR ISAAC CORP | $0 | – | -1,031 | -100.0% | -0.10% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -5,069 | -100.0% | -0.10% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -3,859 | -100.0% | -0.10% | – |
| KR | Exit | KROGER CO | $0 | – | -13,001 | -100.0% | -0.10% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -6,646 | -100.0% | -0.10% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -3,244 | -100.0% | -0.10% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -5,580 | -100.0% | -0.10% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -12,886 | -100.0% | -0.10% | – |
| AVLR | Exit | AVALARA INC | $0 | – | -3,564 | -100.0% | -0.10% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -7,831 | -100.0% | -0.11% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -2,912 | -100.0% | -0.11% | – |
| HUM | Exit | HUMANA INC | $0 | – | -1,329 | -100.0% | -0.11% | – |
| FLRN | Exit | SPDR SER TRblomberg brc inv | $0 | – | -16,908 | -100.0% | -0.11% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -19,450 | -100.0% | -0.19% | – |
| UDN | Exit | INVESCO DB US DLR INDEX TRbearish fd | $0 | – | -73,309 | -100.0% | -0.33% | – |
| HDMV | Exit | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $0 | – | -98,382 | -100.0% | -0.40% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -52,698 | -100.0% | -0.44% | – |
| PDBC | Exit | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | -204,805 | -100.0% | -0.58% | – |
| NARI | Exit | INARI MED INC | $0 | – | -111,896 | -100.0% | -1.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-09
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.