13F-HR filed by Jaffetilchin Investment Partners, LLC
Jaffetilchin Investment Partners, LLC filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-06, with 155 holding rows worth $283,009,000.
- Accession
- 0001062993-20-002148
- Filer
- CIK 1404652
- Filed
- 2020-05-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 155 entries on the cover page, a total value of $283,009,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $283,009,000 with VALUE read as thousands by filing date, 13F file number 028-12539. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 659,449 | $37,727,000 | thousands by filing date | |
| VTI | 922908769 | COM | 217,570 | $28,047,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 139,603 | $16,533,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 268,029 | $16,417,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 62,619 | $15,924,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 83,164 | $15,835,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 363,609 | $11,577,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 150,900 | $9,119,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F437 | COM | 240,110 | $6,075,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 39,434 | $5,581,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W406 | US AI ENHANCED | 84,752 | $5,474,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 30,980 | $4,886,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 61,123 | $4,373,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 13,806 | $3,567,000 | thousands by filing date | |
| Luckin Coffee Inc | 54951L109 | Equity | 127,751 | $3,474,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 45,987 | $3,382,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 6,272 | $3,287,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 1,539 | $3,001,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 25,678 | $2,962,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 23,234 | $2,566,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33734X192 | CLOUD COMPUTING | 46,315 | $2,524,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 37,043 | $2,187,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 48,946 | $1,981,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 72,464 | $1,867,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 20,888 | $1,810,000 | thousands by filing date | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 12,366 | $1,649,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 12,541 | $1,644,000 | thousands by filing date | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 9,647 | $1,591,000 | thousands by filing date | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 56,975 | $1,577,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 13,348 | $1,574,000 | thousands by filing date | |
| ATHENEX INC | 04685N103 | COM | 194,809 | $1,508,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 12,673 | $1,394,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 9,399 | $1,392,000 | thousands by filing date | |
| iShares U.S. Technology ETF | 464287721 | SHS | 6,595 | $1,348,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 24,567 | $1,220,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E537 | NATL AMT MUNI | 46,759 | $1,206,000 | thousands by filing date | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 41,548 | $1,164,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,959 | $1,161,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 13,602 | $1,161,000 | thousands by filing date | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 19,828 | $1,132,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 896 | $1,041,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 9,587 | $991,000 | thousands by filing date | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 20,105 | $975,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 20,314 | $955,000 | thousands by filing date | |
| AMERICAN CENTY ETF TR | 025072307 | US QUALITY GROW | 24,102 | $901,000 | thousands by filing date | |
| FIRST TR EXCH TRADED FD III | 33739E108 | PFD SECS INC ETF | 54,405 | $892,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 5,281 | $872,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,342 | $841,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 25,698 | $839,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 10,746 | $827,000 | thousands by filing date | |
| AMERICAN CENTY ETF TR | 025072208 | CMN | 26,010 | $815,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 4,328 | $808,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 4,859 | $783,000 | thousands by filing date | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 20,645 | $777,000 | thousands by filing date | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 24,630 | $760,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 5,556 | $758,000 | thousands by filing date | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 18,266 | $747,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 5,984 | $739,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 13,916 | $736,000 | thousands by filing date | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 15,078 | $735,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 13,613 | $735,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 15,603 | $690,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33738D309 | SENIOR LN FD | 16,367 | $684,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 11,006 | $683,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 14,162 | $654,000 | thousands by filing date | |
| IJH | 464287507 | COM | 4,496 | $647,000 | thousands by filing date | |
| iShares U.S. Medical Devices ETF | 464288810 | SHS | 2,813 | $634,000 | thousands by filing date | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 8,989 | $625,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 11,523 | $624,000 | thousands by filing date | |
| ISHARES TR | 464288620 | SHS | 10,999 | $616,000 | thousands by filing date | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 11,927 | $608,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 4,191 | $591,000 | thousands by filing date | |
| ARK ETF TR | 00214Q302 | GENOMIC REV ETF | 18,896 | $591,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 11,824 | $590,000 | thousands by filing date | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 13,206 | $581,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 8,235 | $575,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,292 | $552,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 9,860 | $530,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 4,767 | $529,000 | thousands by filing date | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 9,272 | $501,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 5,368 | $499,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 6,562 | $475,000 | thousands by filing date | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 953 | $472,000 | thousands by filing date | |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 46431W838 | ETF | 9,444 | $470,000 | thousands by filing date | |
| ISHARES S&P GSCI COMMODITY- | 46428R107 | UNIT BEN INT | 49,885 | $464,000 | thousands by filing date | |
| BLACKSTONE INC | 09260D107 | COM | 10,166 | $463,000 | thousands by filing date | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 8,838 | $462,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,026 | $457,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,431 | $444,000 | thousands by filing date | |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | ETF | 17,214 | $443,000 | thousands by filing date | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 5,567 | $435,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 4,452 | $430,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 353 | $411,000 | thousands by filing date | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 7,448 | $407,000 | thousands by filing date | |
| FIRST TRUST HIGH YIELD LONG/SH | 33738D408 | FIRST TR TA HIYL | 9,644 | $405,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C789 | US EQTY BUFR JUL | 16,815 | $400,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A797 | ST STR SP BANK | 14,428 | $389,000 | thousands by filing date | |
| ISHARES TR | 464288828 | US HLTHCR PR ETF | 2,321 | $387,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 336917109 | SHS | 17,161 | $383,000 | thousands by filing date | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 4,298 | $379,000 | thousands by filing date | |
| ISHARES TR | 46429B291 | A RATE CP BD ETF | 6,838 | $377,000 | thousands by filing date | |
| XCELENERGY INC | 98389B100 | COM | 6,097 | $368,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33738D101 | NO AMER ENERGY | 20,666 | $368,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 6,533 | $367,000 | thousands by filing date | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 9,308 | $365,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 12,252 | $356,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 2,547 | $353,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 1,457 | $352,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 11,958 | $349,000 | thousands by filing date | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 3,981 | $347,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 3,454 | $339,000 | thousands by filing date | |
| ISHARES INC | 464286392 | MSCI WORLD ETF | 4,337 | $338,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E198 | S&P MIDCP LOW | 8,483 | $338,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 3,376 | $334,000 | thousands by filing date | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 5,433 | $313,000 | thousands by filing date | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 5,934 | $312,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 2,517 | $311,000 | thousands by filing date | |
| PINNACLE WEST CAP CORP | 723484101 | COM | 3,956 | $300,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 2,964 | $296,000 | thousands by filing date | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 604 | $295,000 | thousands by filing date | |
| Fidelity High Dividend ETF | 316092840 | SHS | 12,843 | $294,000 | thousands by filing date | |
| FIDELITY COVINGTON TRUST | 316092865 | MSCI UTILS INDEX | 8,123 | $292,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 7,478 | $289,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,018 | $289,000 | thousands by filing date | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 3,610 | $289,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 2,501 | $284,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G102 | S&P SMLCP LOW | 8,419 | $279,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,060 | $271,000 | thousands by filing date | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 2,192 | $266,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 1,756 | $262,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,044 | $260,000 | thousands by filing date | |
| GRANITESHARES GOLD TR | 38748G101 | SHS BEN INT | 16,423 | $258,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,525 | $256,000 | thousands by filing date | |
| FIDELITY COVINGTON TRUST | 316092832 | DIVID ETF RISI | 9,546 | $252,000 | thousands by filing date | |
| FIRST TRUST TCW OPPORTUNISTIC | 33740F805 | TCW OPPORTUNIS | 4,725 | $249,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 11,624 | $247,000 | thousands by filing date | |
| FIDELITY COVINGTON TRUST | 316092816 | MOMENTUM FACTR | 8,123 | $246,000 | thousands by filing date | |
| BECTON DICKINSON & CO | 075887109 | COM | 1,064 | $245,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33734X176 | TECH ALPHADEX | 4,111 | $244,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 2,018 | $242,000 | thousands by filing date | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 6,702 | $239,000 | thousands by filing date | |
| Fidelity MSCI Real Estate Index ETF | 316092857 | SHS | 11,376 | $237,000 | thousands by filing date | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 1,858 | $222,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 3,969 | $216,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 2,643 | $214,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 3,105 | $204,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,357 | $204,000 | thousands by filing date | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 7,011 | $203,000 | thousands by filing date | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 16,515 | $195,000 | thousands by filing date | |
| AXOSFINLINC | 05465C100 | STOK | 10,500 | $190,000 | thousands by filing date | |
| SPINNAKER ETF SERIES | 84858T400 | CANNABIS ETF | 11,810 | $94,000 | thousands by filing date | |
| ALPS ETF TR | 00162Q866 | ALERIAN MLP | 17,164 | $59,000 | thousands by filing date | |
| ELECTROCORE INC | 28531P103 | COM | 23,901 | $23,000 | thousands by filing date | |
| OXBRIDGE RE HLDGS LTD | G6856M106 | SHS | 13,404 | $12,000 | thousands by filing date | |
| OXBRIDGE RE HLDGS LTD | G6856M114 | *W EXP 03/26/202 | 17,844 | $1,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001062993-20-002148 | this filing | 2020-05-06 | acceptance time not in the bulk data set |