$705 Million is the total value of Jaffetilchin Investment Partners, LLC's 274 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 47.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $58,406,000 | +19.8% | 677,403 | +4.9% | 8.28% | -7.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $42,860,000 | +17.0% | 220,202 | +2.4% | 6.08% | -10.1% |
| AAPL | Buy | APPLE INC | $39,095,000 | +27.9% | 294,637 | +11.6% | 5.54% | -1.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $34,313,000 | +31.4% | 377,276 | +16.5% | 4.87% | +0.9% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $33,121,000 | +18.4% | 188,467 | +5.4% | 4.70% | -9.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $32,306,000 | +22.5% | 102,970 | +8.5% | 4.58% | -5.9% |
| PFF | Buy | ISHARES TRpfd and incm sec | $29,858,000 | +84.3% | 775,326 | +74.4% | 4.23% | +41.6% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $25,184,000 | +130.4% | 419,454 | +130.3% | 3.57% | +77.0% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $20,588,000 | +29.6% | 641,381 | +20.1% | 2.92% | -0.4% |
| TIP | Buy | ISHARES TRtips bd etf | $19,687,000 | +9.9% | 154,227 | +8.9% | 2.79% | -15.6% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $16,275,000 | -4.1% | 297,363 | -3.6% | 2.31% | -26.3% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $13,682,000 | +7.7% | 150,372 | -5.8% | 1.94% | -17.3% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $10,425,000 | -37.3% | 120,688 | -37.2% | 1.48% | -51.9% |
| TSLA | Buy | TESLA INC | $9,587,000 | +165.7% | 13,586 | +61.5% | 1.36% | +104.2% |
| AMZN | Buy | AMAZON COM INC | $9,198,000 | +58.8% | 2,824 | +53.5% | 1.30% | +21.9% |
| IWB | Buy | ISHARES TRrus 1000 etf | $8,720,000 | +13.2% | 41,161 | +0.0% | 1.24% | -13.0% |
| FB | Buy | FACEBOOK INCcl a | $8,535,000 | +248.9% | 31,245 | +234.6% | 1.21% | +167.7% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $8,114,000 | +2.6% | 401,858 | -2.6% | 1.15% | -21.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $7,896,000 | +9.1% | 21,034 | -2.4% | 1.12% | -16.2% |
| MSFT | Sell | MICROSOFT CORP | $7,601,000 | +2.4% | 34,175 | -3.2% | 1.08% | -21.4% |
| DTN | Sell | WISDOMTREE TRus divid ex fncl | $6,932,000 | +10.6% | 82,793 | -0.4% | 0.98% | -15.0% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $6,357,000 | +46.1% | 66,893 | +20.7% | 0.90% | +12.3% |
| MUB | Sell | ISHARES TRnational mun etf | $6,134,000 | -1.0% | 52,334 | -2.1% | 0.87% | -23.9% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $5,814,000 | +68.2% | 131,015 | +31.9% | 0.82% | +29.3% |
| NVDA | Buy | NVIDIA CORPORATION | $5,409,000 | +235.3% | 10,358 | +247.7% | 0.77% | +157.4% |
| TDOC | Buy | TELADOC HEALTH INC | $5,335,000 | +36.8% | 26,682 | +50.0% | 0.76% | +5.1% |
| GLD | Sell | SPDR GOLD TR | $4,872,000 | -1.7% | 27,317 | -2.4% | 0.69% | -24.5% |
| HDV | Sell | ISHARES TRcore high dv etf | $4,090,000 | -3.7% | 46,656 | -11.6% | 0.58% | -26.0% |
| KWEB | New | KRANESHARES TRcsi chi internet | $4,030,000 | – | 52,478 | +100.0% | 0.57% | – |
| IBB | New | ISHARES TRnasdaq biotech | $3,764,000 | – | 24,845 | +100.0% | 0.53% | – |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $3,380,000 | +7.1% | 29,087 | -4.4% | 0.48% | -17.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,341,000 | +104.8% | 1,906 | +71.2% | 0.47% | +57.5% |
| SHOP | Buy | SHOPIFY INCcl a | $3,121,000 | +533.1% | 2,757 | +472.0% | 0.44% | +386.8% |
| GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $3,018,000 | -1.2% | 55,648 | +0.9% | 0.43% | -24.1% |
| IYK | Buy | ISHARES TRu.s. cnsm gd etf | $2,935,000 | +20.9% | 16,928 | +4.1% | 0.42% | -7.1% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $2,933,000 | +28.6% | 31,448 | -12.1% | 0.42% | -1.2% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $2,840,000 | +184.6% | 3,471 | +146.7% | 0.40% | +119.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,771,000 | +299.9% | 12,059 | +222.6% | 0.39% | +207.0% |
| ARKK | Sell | ARK ETF TRinnovation etf | $2,742,000 | +19.6% | 22,024 | -11.6% | 0.39% | -8.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,699,000 | +4.9% | 31,784 | -2.5% | 0.38% | -19.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,663,000 | +368.8% | 28,978 | +258.2% | 0.38% | +260.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,571,000 | +2.1% | 16,337 | -3.4% | 0.36% | -21.5% |
| PENN | Buy | PENN NATL GAMING INC | $2,568,000 | +224.7% | 29,728 | +173.3% | 0.36% | +149.3% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $2,501,000 | +413.6% | 129,396 | +351.2% | 0.36% | +294.4% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,474,000 | +0.8% | 36,645 | -5.5% | 0.35% | -22.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,419,000 | +112.4% | 19,033 | +60.9% | 0.34% | +63.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,397,000 | -1.1% | 17,228 | -1.2% | 0.34% | -23.9% |
| IXUS | Buy | ISHARES TRcore msci total | $2,391,000 | +18.2% | 35,584 | +2.7% | 0.34% | -9.1% |
| PFE | Buy | PFIZER INC | $2,312,000 | +9.8% | 62,797 | +9.5% | 0.33% | -15.7% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $2,279,000 | +0.4% | 36,351 | -4.9% | 0.32% | -22.9% |
| V | Buy | VISA INC | $2,259,000 | +63.1% | 10,328 | +49.1% | 0.32% | +25.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $2,244,000 | +13.0% | 26,380 | +300.0% | 0.32% | -13.4% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $2,229,000 | +2.5% | 33,046 | -2.6% | 0.32% | -21.4% |
| BA | Buy | BOEING CO | $2,182,000 | +257.7% | 10,193 | +175.9% | 0.31% | +173.5% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,155,000 | +1.9% | 38,317 | -2.8% | 0.31% | -21.5% |
| DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $2,146,000 | +1.4% | 36,268 | -4.8% | 0.30% | -22.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,127,000 | +1.4% | 18,751 | -5.7% | 0.30% | -22.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $2,057,000 | +51.5% | 5,787 | +4.3% | 0.29% | +16.3% |
| ROKU | Buy | ROKU INC | $2,015,000 | +182.6% | 6,070 | +60.7% | 0.29% | +116.7% |
| HD | Buy | HOME DEPOT INC | $2,009,000 | +1.1% | 7,564 | +5.7% | 0.28% | -22.3% |
| FDG | Buy | AMERICAN CENTY ETF TRfocused dynamic | $1,969,000 | +20.1% | 26,470 | +4.6% | 0.28% | -7.9% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $1,943,000 | +162.2% | 10,610 | +77.7% | 0.28% | +101.5% |
| ATNX | Sell | ATHENEX INC | $1,931,000 | -14.3% | 174,616 | -6.2% | 0.27% | -34.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,935,000 | +150.3% | 8,346 | +130.0% | 0.27% | +91.6% |
| NFLX | Buy | NETFLIX INC | $1,916,000 | +391.3% | 3,543 | +354.2% | 0.27% | +277.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,889,000 | +217.5% | 5,388 | +182.4% | 0.27% | +143.6% |
| BAC | Buy | BK OF AMERICA CORP | $1,849,000 | +188.5% | 61,014 | +129.5% | 0.26% | +122.0% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $1,803,000 | +306.1% | 5,346 | +465.7% | 0.26% | +212.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,737,000 | +120.7% | 991 | +85.2% | 0.25% | +69.7% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $1,721,000 | -0.3% | 47,791 | +8.4% | 0.24% | -23.5% |
| AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $1,717,000 | – | 50,834 | +100.0% | 0.24% | – |
| TFC | Buy | TRUIST FINL CORP | $1,708,000 | +75.2% | 35,645 | +39.1% | 0.24% | +34.4% |
| KO | Buy | COCA COLA CO | $1,683,000 | +11.9% | 30,689 | +0.8% | 0.24% | -14.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,670,000 | +16.9% | 10,385 | +6.8% | 0.24% | -10.2% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,649,000 | +7.7% | 90,964 | +6.9% | 0.23% | -17.3% |
| CVS | Sell | CVS HEALTH CORP | $1,603,000 | +16.5% | 23,475 | -0.4% | 0.23% | -10.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,549,000 | +15.3% | 24,971 | -1.9% | 0.22% | -11.3% |
| ASHR | Buy | DBX ETF TRxtrack hrvst csi | $1,497,000 | +259.0% | 37,372 | +209.1% | 0.21% | +175.3% |
| SQ | Buy | SQUARE INCcl a | $1,483,000 | +401.0% | 6,816 | +274.5% | 0.21% | +281.8% |
| MMM | Buy | 3M CO | $1,457,000 | +83.5% | 8,338 | +68.1% | 0.21% | +40.8% |
| ESPO | New | VANECK VECTORS ETF TRvideo gaming | $1,456,000 | – | 20,801 | +100.0% | 0.21% | – |
| FYX | New | FIRST TR SML CP CORE ALPHA F | $1,443,000 | – | 18,752 | +100.0% | 0.20% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,439,000 | -15.0% | 10,416 | -17.1% | 0.20% | -34.6% |
| ITCI | New | INTRA CELLULAR THERAPIES INC | $1,397,000 | – | 43,929 | +100.0% | 0.20% | – |
| QCOM | Buy | QUALCOMM INC | $1,392,000 | +321.8% | 9,140 | +226.1% | 0.20% | +223.0% |
| CSCO | Buy | CISCO SYS INC | $1,355,000 | +55.9% | 30,278 | +37.3% | 0.19% | +20.0% |
| IRDM | Sell | IRIDIUM COMMUNICATIONS INC | $1,354,000 | +42.4% | 34,435 | -7.3% | 0.19% | +9.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,239,000 | +11.6% | 21,092 | +13.0% | 0.18% | -14.1% |
| UNP | Buy | UNION PAC CORP | $1,237,000 | +26.4% | 5,939 | +19.4% | 0.18% | -3.3% |
| IGV | Sell | ISHARES TRexpanded tech | $1,217,000 | -9.4% | 3,437 | -20.4% | 0.17% | -30.2% |
| PSF | New | COHEN & STEERS SELECT PFD & | $1,218,000 | – | 43,339 | +100.0% | 0.17% | – |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,207,000 | -0.1% | 10,212 | -0.2% | 0.17% | -23.3% |
| LLY | Buy | LILLY ELI & CO | $1,201,000 | +100.8% | 7,112 | +76.2% | 0.17% | +54.5% |
| XT | New | ISHARES TRexponential tech | $1,172,000 | – | 20,483 | +100.0% | 0.17% | – |
| DIS | Sell | DISNEY WALT CO | $1,174,000 | +10.7% | 6,482 | -24.2% | 0.17% | -15.3% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $1,174,000 | +38.0% | 35,428 | +16.0% | 0.17% | +5.7% |
| MRK | Buy | MERCK & CO. INC | $1,151,000 | -0.1% | 14,075 | +1.3% | 0.16% | -23.5% |
| NEE | Buy | NEXTERA ENERGY INC | $1,147,000 | +6.9% | 14,861 | +284.3% | 0.16% | -17.7% |
| WMT | Buy | WALMART INC | $1,141,000 | +7.6% | 7,917 | +4.5% | 0.16% | -17.3% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,116,000 | +22.4% | 3,651 | +11.1% | 0.16% | -6.0% |
| DXC | Buy | DXC TECHNOLOGY CO | $1,101,000 | +97.3% | 42,763 | +36.9% | 0.16% | +51.5% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $1,058,000 | – | 11,945 | +100.0% | 0.15% | – |
| CRM | Buy | SALESFORCE COM INC | $1,039,000 | +141.1% | 4,668 | +172.3% | 0.15% | +83.8% |
| SPG | New | SIMON PPTY GROUP INC NEW | $1,006,000 | – | 11,797 | +100.0% | 0.14% | – |
| SHV | Buy | ISHARES TRshort treas bd | $1,006,000 | +14.4% | 9,102 | +14.6% | 0.14% | -11.7% |
| FID | New | FIRST TR EXCHANGE-TRADED FDs&p intl divid | $1,000,000 | – | 61,524 | +100.0% | 0.14% | – |
| SDGR | New | SCHRODINGER INC | $987,000 | – | 12,467 | +100.0% | 0.14% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $982,000 | +249.5% | 4,195 | +194.2% | 0.14% | +167.3% |
| TGT | Buy | TARGET CORP | $950,000 | +48.0% | 5,380 | +32.0% | 0.14% | +13.4% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $944,000 | -6.4% | 8,760 | -17.8% | 0.13% | -28.0% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $947,000 | +6.3% | 20,839 | +2.8% | 0.13% | -18.3% |
| ZTS | Buy | ZOETIS INCcl a | $940,000 | +192.8% | 5,679 | +192.6% | 0.13% | +125.4% |
| TXG | Buy | 10X GENOMICS INC | $941,000 | +356.8% | 6,643 | +302.1% | 0.13% | +250.0% |
| RGI | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $928,000 | +41.0% | 5,876 | +20.3% | 0.13% | +9.1% |
| MP | New | MP MATERIALS CORP | $919,000 | – | 28,566 | +100.0% | 0.13% | – |
| LNC | New | LINCOLN NATL CORP IND | $893,000 | – | 17,759 | +100.0% | 0.13% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $881,000 | – | 12,164 | +100.0% | 0.12% | – |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $873,000 | +4.3% | 2,496 | -7.9% | 0.12% | -20.0% |
| AXON | New | AXON ENTERPRISE INC | $866,000 | – | 7,065 | +100.0% | 0.12% | – |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $867,000 | +18.1% | 15,064 | -4.5% | 0.12% | -9.6% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $828,000 | +66.9% | 3,908 | +8.2% | 0.12% | +27.2% |
| SLV | Buy | ISHARES SILVER TRishares | $815,000 | +147.0% | 33,166 | +117.4% | 0.12% | +90.2% |
| MAXR | Buy | MAXAR TECHNOLOGIES INC | $811,000 | +65.2% | 21,006 | +6.7% | 0.12% | +26.4% |
| DVY | Sell | ISHARES TRselect divid etf | $806,000 | -9.3% | 8,380 | -23.1% | 0.11% | -30.5% |
| EEM | New | ISHARES TRmsci emg mkt etf | $799,000 | – | 15,470 | +100.0% | 0.11% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $777,000 | +162.5% | 30,300 | +104.7% | 0.11% | +100.0% |
| CVNA | New | CARVANA COcl a | $773,000 | – | 3,229 | +100.0% | 0.11% | – |
| MCD | Buy | MCDONALDS CORP | $755,000 | +143.5% | 3,519 | +149.6% | 0.11% | +87.7% |
| SIVB | Buy | SVB FINANCIAL GROUP | $755,000 | +65.2% | 1,948 | +2.6% | 0.11% | +27.4% |
| DKNG | Buy | DRAFTKINGS INC | $758,000 | +22.5% | 16,280 | +54.8% | 0.11% | -6.1% |
| NEM | Buy | NEWMONT CORP | $725,000 | +163.6% | 12,107 | +179.6% | 0.10% | +102.0% |
| FREQ | New | FREQUENCY THERAPEUTICS INC | $713,000 | – | 20,230 | +100.0% | 0.10% | – |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $703,000 | +14.5% | 1,406 | +12.3% | 0.10% | -11.5% |
| ANDE | New | ANDERSONS INC | $703,000 | – | 28,701 | +100.0% | 0.10% | – |
| CHWY | Sell | CHEWY INCcl a | $687,000 | +60.1% | 7,646 | -2.3% | 0.10% | +22.8% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $669,000 | -5.8% | 19,090 | -15.4% | 0.10% | -27.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $673,000 | -1.5% | 7,353 | -4.6% | 0.10% | -24.6% |
| WKHS | Buy | WORKHORSE GROUP INC | $663,000 | -21.4% | 33,529 | +0.6% | 0.09% | -39.7% |
| STKL | Sell | SUNOPTA INC | $651,000 | +40.6% | 55,798 | -10.6% | 0.09% | +8.2% |
| CYBR | New | CYBERARK SOFTWARE LTD | $650,000 | – | 4,024 | +100.0% | 0.09% | – |
| ONEM | Sell | 1LIFE HEALTHCARE INC | $632,000 | +41.4% | 14,475 | -8.2% | 0.09% | +8.4% |
| ORCL | Buy | ORACLE CORP | $636,000 | +17.1% | 9,834 | +8.1% | 0.09% | -10.0% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $626,000 | +3.3% | 32,348 | -2.0% | 0.09% | -20.5% |
| DXCM | New | DEXCOM INC | $617,000 | – | 1,669 | +100.0% | 0.09% | – |
| ABBV | Buy | ABBVIE INC | $610,000 | +116.3% | 5,695 | +77.1% | 0.09% | +67.3% |
| AMGN | Buy | AMGEN INC | $603,000 | -6.8% | 2,621 | +3.0% | 0.09% | -27.7% |
| WFC | New | WELLS FARGO CO NEW | $607,000 | – | 20,107 | +100.0% | 0.09% | – |
| IPO | Buy | RENAISSANCE CAP GREENWICH FDipo etf | $596,000 | +136.5% | 9,238 | +91.9% | 0.08% | +80.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $600,000 | +11.3% | 2,489 | +0.2% | 0.08% | -15.0% |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $590,000 | – | 7,946 | +100.0% | 0.08% | – |
| ABT | Buy | ABBOTT LABS | $594,000 | +4.2% | 5,423 | +3.5% | 0.08% | -20.0% |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $582,000 | – | 4,762 | +100.0% | 0.08% | – |
| IEFA | Buy | ISHARES TRcore msci eafe | $572,000 | +57.6% | 8,286 | +37.4% | 0.08% | +20.9% |
| CAT | Buy | CATERPILLAR INC | $562,000 | +41.9% | 3,090 | +16.4% | 0.08% | +9.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $564,000 | -42.0% | 3,993 | -47.1% | 0.08% | -55.3% |
| IAGG | Buy | ISHARES TRcore intl aggr | $563,000 | +2.2% | 10,023 | +1.3% | 0.08% | -21.6% |
| LVS | Sell | LAS VEGAS SANDS CORP | $554,000 | +24.5% | 9,301 | -2.5% | 0.08% | -3.7% |
| PSCT | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $541,000 | +61.5% | 4,416 | +14.0% | 0.08% | +24.2% |
| SNOW | New | SNOWFLAKE INCcl a | $536,000 | – | 1,904 | +100.0% | 0.08% | – |
| SONY | Sell | SONY CORPsponsored adr | $529,000 | +21.6% | 5,231 | -7.7% | 0.08% | -6.2% |
| IYR | Buy | ISHARES TRu.s. real es etf | $506,000 | +10.7% | 5,910 | +3.2% | 0.07% | -14.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $497,000 | +26.8% | 1,519 | +16.1% | 0.07% | -2.8% |
| NSP | Sell | INSPERITY INC | $496,000 | +12.0% | 6,094 | -10.0% | 0.07% | -14.6% |
| D | Sell | DOMINION ENERGY INC | $486,000 | -5.6% | 6,468 | -0.9% | 0.07% | -27.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $484,000 | +3.6% | 1,355 | -1.8% | 0.07% | -19.8% |
| STZ | New | CONSTELLATION BRANDS INCcl a | $487,000 | – | 2,225 | +100.0% | 0.07% | – |
| PSCH | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $477,000 | +51.4% | 2,808 | +12.1% | 0.07% | +17.2% |
| IUSB | Buy | ISHARES TRcore total usd | $473,000 | +1.3% | 8,673 | +0.9% | 0.07% | -22.1% |
| EA | Sell | ELECTRONIC ARTS INC | $464,000 | +2.9% | 3,234 | -6.6% | 0.07% | -20.5% |
| URTH | Buy | ISHARES INCmsci world etf | $466,000 | +13.7% | 4,147 | +0.7% | 0.07% | -13.2% |
| CVX | Sell | CHEVRON CORP NEW | $461,000 | +15.2% | 5,458 | -1.8% | 0.06% | -12.2% |
| TAL | New | TAL EDUCATION GROUPsponsored ads | $457,000 | – | 6,396 | +100.0% | 0.06% | – |
| WM | Sell | WASTE MGMT INC DEL | $448,000 | -3.0% | 3,795 | -7.1% | 0.06% | -24.7% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $453,000 | +0.9% | 8,986 | -7.0% | 0.06% | -22.9% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $453,000 | +2.5% | 8,798 | +2.9% | 0.06% | -22.0% |
| FDX | Sell | FEDEX CORP | $442,000 | -3.3% | 1,701 | -6.4% | 0.06% | -25.0% |
| IXN | Sell | ISHARES TRglobal tech etf | $446,000 | -2.4% | 1,485 | -14.3% | 0.06% | -25.0% |
| NIO | New | NIO INCspon ads | $429,000 | – | 8,797 | +100.0% | 0.06% | – |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $427,000 | -2.5% | 4,490 | -7.2% | 0.06% | -24.7% |
| EFG | Buy | ISHARES TReafe grwth etf | $425,000 | +16.8% | 4,207 | +3.8% | 0.06% | -10.4% |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $426,000 | -3.8% | 4,887 | -8.4% | 0.06% | -26.8% |
| INTC | Sell | INTEL CORP | $419,000 | -51.9% | 8,411 | -50.1% | 0.06% | -63.4% |
| REGN | New | REGENERON PHARMACEUTICALS | $414,000 | – | 856 | +100.0% | 0.06% | – |
| DG | Sell | DOLLAR GEN CORP NEW | $415,000 | -8.8% | 1,975 | -9.0% | 0.06% | -29.8% |
| DOCU | New | DOCUSIGN INC | $406,000 | – | 1,825 | +100.0% | 0.06% | – |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $409,000 | -8.7% | 7,404 | -10.0% | 0.06% | -30.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $407,000 | +5.7% | 6,370 | +282.8% | 0.06% | -18.3% |
| QLTA | Sell | ISHARES TRa rate cp bd etf | $410,000 | +1.0% | 7,009 | -0.1% | 0.06% | -22.7% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $403,000 | -11.6% | 2,534 | -7.4% | 0.06% | -32.1% |
| DLR | Sell | DIGITAL RLTY TR INC | $398,000 | -11.6% | 2,855 | -6.8% | 0.06% | -32.5% |
| AX | AXOS FINANCIAL INC | $394,000 | +60.8% | 10,500 | 0.0% | 0.06% | +24.4% | |
| COP | New | CONOCOPHILLIPS | $397,000 | – | 9,919 | +100.0% | 0.06% | – |
| SWAN | New | AMPLIFY ETF TRblackswan grwt | $386,000 | – | 11,748 | +100.0% | 0.06% | – |
| EEMA | New | ISHARES INCmsci em asia etf | $389,000 | – | 4,450 | +100.0% | 0.06% | – |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $387,000 | +15.5% | 9,531 | +8.1% | 0.06% | -11.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $384,000 | +28.4% | 1,028 | +15.1% | 0.05% | -1.8% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $379,000 | +2.2% | 7,966 | -1.1% | 0.05% | -20.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $380,000 | +19.1% | 817 | +13.0% | 0.05% | -8.5% |
| T | Sell | AT&T INC | $382,000 | -1.5% | 13,281 | -2.5% | 0.05% | -25.0% |
| SBUX | Sell | STARBUCKS CORP | $379,000 | +22.7% | 3,543 | -1.6% | 0.05% | -5.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $378,000 | +25.6% | 1,625 | +58.8% | 0.05% | -3.6% |
| FDRR | Buy | FIDELITY COVINGTON TRUSTdivid etf risi | $378,000 | +13.9% | 10,278 | +0.5% | 0.05% | -11.5% |
| PEP | Sell | PEPSICO INC | $377,000 | -20.5% | 2,543 | -25.7% | 0.05% | -39.8% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $366,000 | -0.5% | 9,161 | -18.5% | 0.05% | -23.5% |
| EMR | New | EMERSON ELEC CO | $363,000 | – | 4,522 | +100.0% | 0.05% | – |
| CGC | New | CANOPY GROWTH CORP | $347,000 | – | 14,095 | +100.0% | 0.05% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $343,000 | +29.9% | 3,736 | +15.9% | 0.05% | 0.0% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $345,000 | – | 1,956 | +100.0% | 0.05% | – |
| BYND | New | BEYOND MEAT INC | $337,000 | – | 2,692 | +100.0% | 0.05% | – |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $336,000 | -95.0% | 2,132 | -94.8% | 0.05% | -96.1% |
| BAR | Sell | GRANITESHARES GOLD TR | $335,000 | -2.3% | 17,725 | -3.1% | 0.05% | -23.8% |
| FLIR | New | FLIR SYS INC | $337,000 | – | 7,691 | +100.0% | 0.05% | – |
| COST | New | COSTCO WHSL CORP NEW | $340,000 | – | 903 | +100.0% | 0.05% | – |
| AVGO | New | BROADCOM INC | $329,000 | – | 752 | +100.0% | 0.05% | – |
| TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $334,000 | -22.1% | 12,806 | -22.8% | 0.05% | -40.5% |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $324,000 | +315.4% | 22,284 | +82.4% | 0.05% | +228.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $321,000 | +13.4% | 3,503 | +0.1% | 0.05% | -11.5% |
| RIO | New | RIO TINTO PLCsponsored adr | $325,000 | – | 4,324 | +100.0% | 0.05% | – |
| RIGL | Buy | RIGEL PHARMACEUTICALS INC | $325,000 | +146.2% | 92,931 | +68.9% | 0.05% | +91.7% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $311,000 | – | 2,392 | +100.0% | 0.04% | – |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $307,000 | -6.4% | 2,745 | -24.0% | 0.04% | -27.9% |
| CLIX | New | PROSHARES TRlong online shrt | $311,000 | – | 3,367 | +100.0% | 0.04% | – |
| ABNB | New | AIRBNB INC | $305,000 | – | 2,075 | +100.0% | 0.04% | – |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $304,000 | +31.0% | 14,481 | +18.9% | 0.04% | 0.0% |
| DSL | New | DOUBLELINE INCOME SOLUTIONS | $305,000 | – | 18,396 | +100.0% | 0.04% | – |
| MQY | New | BLACKROCK MUNIYILD QULT FD I | $301,000 | – | 18,230 | +100.0% | 0.04% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $296,000 | +24.4% | 4,356 | +16.5% | 0.04% | -4.5% |
| FEYE | New | FIREEYE INC | $294,000 | – | 12,749 | +100.0% | 0.04% | – |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $297,000 | -33.3% | 5,929 | -42.3% | 0.04% | -48.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $296,000 | -65.3% | 2,352 | -66.5% | 0.04% | -73.2% |
| NWL | New | NEWELL BRANDS INC | $284,000 | – | 13,373 | +100.0% | 0.04% | – |
| PINS | New | PINTEREST INCcl a | $283,000 | – | 4,300 | +100.0% | 0.04% | – |
| VEEV | New | VEEVA SYS INC | $272,000 | – | 999 | +100.0% | 0.04% | – |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $275,000 | +15.1% | 2,845 | 0.0% | 0.04% | -11.4% | |
| EBIZ | New | GLOBAL X FDS | $268,000 | – | 8,425 | +100.0% | 0.04% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $268,000 | – | 10,296 | +100.0% | 0.04% | – |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $263,000 | +25.2% | 4,275 | +21.8% | 0.04% | -5.1% |
| BDX | Buy | BECTON DICKINSON & CO | $264,000 | +7.8% | 1,057 | +0.4% | 0.04% | -17.8% |
| STX | New | SEAGATE TECHNOLOGY PLC | $260,000 | – | 4,184 | +100.0% | 0.04% | – |
| MYI | New | BLACKROCK MUNIYIELD QUALITY | $252,000 | – | 17,410 | +100.0% | 0.04% | – |
| SMLV | New | SPDR SER TRssga us smal etf | $253,000 | – | 2,649 | +100.0% | 0.04% | – |
| IWD | Buy | ISHARES TRrus 1000 val etf | $248,000 | +16.4% | 1,813 | +0.4% | 0.04% | -10.3% |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $250,000 | – | 1,625 | +100.0% | 0.04% | – |
| FEUZ | New | FIRST TR EXCH TRD ALPHDX FDeuro alphadex | $247,000 | – | 5,980 | +100.0% | 0.04% | – |
| GOLD | Buy | BARRICK GOLD CORP | $247,000 | -5.0% | 10,849 | +17.1% | 0.04% | -27.1% |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $230,000 | +1.8% | 8,469 | -0.3% | 0.03% | -21.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $234,000 | -13.0% | 660 | -6.0% | 0.03% | -34.0% |
| ILMN | New | ILLUMINA INC | $232,000 | – | 627 | +100.0% | 0.03% | – |
| GRWG | New | GROWGENERATION CORP | $234,000 | – | 5,819 | +100.0% | 0.03% | – |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $232,000 | +5.9% | 4,022 | -3.3% | 0.03% | -17.5% |
| PTON | New | PELOTON INTERACTIVE INC | $223,000 | – | 1,468 | +100.0% | 0.03% | – |
| VTRS | New | VIATRIS INC | $223,000 | – | 11,885 | +100.0% | 0.03% | – |
| ACWX | New | ISHARES TRmsci acwi ex us | $226,000 | – | 4,257 | +100.0% | 0.03% | – |
| TVTY | Sell | TIVITY HEALTH INC | $225,000 | -22.9% | 11,463 | -44.9% | 0.03% | -40.7% |
| BTG | New | B2GOLD CORP | $212,000 | – | 37,875 | +100.0% | 0.03% | – |
| CHS | Sell | CHICOS FAS INC | $210,000 | +54.4% | 131,776 | -5.7% | 0.03% | +20.0% |
| XOM | New | EXXON MOBIL CORP | $215,000 | – | 5,211 | +100.0% | 0.03% | – |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $212,000 | – | 1,792 | +100.0% | 0.03% | – |
| CB | New | CHUBB LIMITED | $211,000 | – | 1,369 | +100.0% | 0.03% | – |
| CRSR | New | CORSAIR GAMING INC | $207,000 | – | 5,723 | +100.0% | 0.03% | – |
| IYF | New | ISHARES TRu.s. finls etf | $208,000 | – | 3,108 | +100.0% | 0.03% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $202,000 | – | 20,965 | +100.0% | 0.03% | – |
| VVR | Buy | INVESCO SR INCOME TR | $172,000 | +19.4% | 43,171 | +10.1% | 0.02% | -11.1% |
| THCX | SPINNAKER ETF SERIEScannabis etf | $148,000 | +51.0% | 11,840 | 0.0% | 0.02% | +16.7% | |
| GLV | Buy | CLOUGH GLOBAL DIVID & INCOME | $106,000 | +14.0% | 10,225 | +1.0% | 0.02% | -11.8% |
| MEIP | New | MEI PHARMA INC | $87,000 | – | 33,000 | +100.0% | 0.01% | – |
| PRTK | New | PARATEK PHARMACEUTICALS INC | $79,000 | – | 12,675 | +100.0% | 0.01% | – |
| ECOR | Sell | ELECTROCORE INC | $69,000 | -37.8% | 44,510 | -30.8% | 0.01% | -50.0% |
| ET | New | ENERGY TRANSFER LP | $62,000 | – | 10,100 | +100.0% | 0.01% | – |
| PPR | New | VOYA PRIME RATE TRsh ben int | $56,000 | – | 12,528 | +100.0% | 0.01% | – |
| MDIA | New | MEDIACO HLDG INCcl a | $41,000 | – | 15,889 | +100.0% | 0.01% | – |
| ADMA | New | ADMA BIOLOGICS INC | $28,000 | – | 14,250 | +100.0% | 0.00% | – |
| ETTX | New | ENTASIS THERAPEUTICS HLDGS I | $27,000 | – | 11,000 | +100.0% | 0.00% | – |
| ZOM | New | ZOMEDICA CORP | $5,000 | – | 20,500 | +100.0% | 0.00% | – |
| AYTU | Exit | AYTU BIOSCIENCE INC | $0 | – | -14,351 | -100.0% | -0.00% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -19,137 | -100.0% | -0.01% | – |
| SBH | Exit | SALLY BEAUTY HLDGS INC | $0 | – | -15,317 | -100.0% | -0.02% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -7,291 | -100.0% | -0.04% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -643 | -100.0% | -0.04% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -459 | -100.0% | -0.04% | – |
| DAUG | Exit | FIRST TR EXCHNG TRADED FD VIvest us deep | $0 | – | -7,850 | -100.0% | -0.05% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -3,512 | -100.0% | -0.06% | – |
| FTLS | Exit | FIRST TR EXCH TRADED FD IIIlng/sht equity | $0 | – | -7,423 | -100.0% | -0.06% | – |
| FLDM | Exit | FLUIDIGM CORP DEL | $0 | – | -44,208 | -100.0% | -0.06% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -6,742 | -100.0% | -0.07% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -5,149 | -100.0% | -0.07% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -3,430 | -100.0% | -0.07% | – |
| BX | Exit | BLACKSTONE GROUP INC | $0 | – | -7,458 | -100.0% | -0.07% | – |
| FVAC | Exit | FORTRESS VALUE ACQUISITION C | $0 | – | -30,738 | -100.0% | -0.08% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -8,604 | -100.0% | -0.08% | – |
| NOMD | Exit | NOMAD FOODS LTD | $0 | – | -17,320 | -100.0% | -0.08% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -4,448 | -100.0% | -0.08% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -4,557 | -100.0% | -0.09% | – |
| FNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $0 | – | -16,008 | -100.0% | -0.10% | – |
| LVGO | Exit | LIVONGO HEALTH INC | $0 | – | -4,694 | -100.0% | -0.12% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -4,695 | -100.0% | -0.13% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -7,153 | -100.0% | -0.14% | – |
| DFEB | Exit | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $0 | – | -32,543 | -100.0% | -0.19% | – |
| DNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $0 | – | -77,451 | -100.0% | -0.46% | – |
| UUP | Exit | INVESCO DB US DLR INDEX TRbullish fd | $0 | – | -172,976 | -100.0% | -0.81% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -49,707 | -100.0% | -1.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.