Jaffetilchin Investment Partners, LLC — Q3 2014 13F Holdings

Name: Jaffetilchin Investment Partners, LLC — 13F Holdings, Q3 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001404652

Total reported value

$1.7B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IWB	Ishares Russell 1000 ETF	ETF-Other	14.25%	—	+5.66%
2	PFF	Ishares Preferred & Income S	ETF-Other	6.83%	+0.16%	+4.14%
3	✓	Powershares Qqq Trust Ser 1	Stock-Other	5.28%	—	+6.38%
4	AMJEUR	Jpmorgan Alerian Mlp Index	ETF-Large Cap & Growth	5.11%	—	+3.11%
5	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	4.65%	—	+4.44%
6	✓	Powershares	Stock-Other	3.88%	—	+6.04%
7	TLT	iShares 20+ Year Treasury Bond ETF	ETF-Gov Bonds	3.85%	—	+8.30%
8	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	3.62%	—	+4.30%
9	✓	Guggenheim S&p 500 Pure Growth	Stock-Other	3.46%	—	+7.87%
10	IAUUSD	Ishares Gold Trust	ETF-Commodities	3.16%	—	—
11	AIVL	Wisdomtree US Ai Enhanced Va	ETF-Other	2.05%	—	+0.83%
12	IYF	Ishares US Financials ETF	ETF-Other	1.91%	—	+3.36%
13	META	Meta Platforms Inc-class A	Stock-Comm Services	1.17%	-0.13%	+40.67%
14	SMHC	VanEck China Semiconductor ETF	ETF-Emerging Markets	1.15%	—	+26.74%
15	AAPL	Apple INC	Stock-Tech	1.15%	-0.42%	+1.01%
16	DSL	Doubleline Income Solutions	Stock-Other	1.00%	—	+29.15%
17	KBE	Ss Spdr S&p Bank ETF	ETF-Other	0.88%	—	+0.41%
18	SLV	Ishares Silver Trust	ETF-Commodities	0.86%	—	-0.14%
19	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.86%	—	-1.75%
20	SUB	Ishares Short-term National	ETF-Other	0.81%	—	+0.18%
21	✓	Powershares	Stock-Other	0.71%	—	-3.45%
22	DXJ	Wisdomtree Japan Hedged Eq	ETF-Other	0.67%	—	+25.42%
23	OPK	Opko Health INC	Stock-Other	0.67%	—	+30.51%
24	FMUSD	Ishares Msci Frontier 100	ETF-Other	0.63%	—	+2.24%
25	GOOG	Alphabet A	Stock-Comm Services	0.61%	—	+233.92%
26	BIDU	Baidu INC - Spon Adr	Stock-Comm Services	0.56%	—	—
27	ITB	Ishares U.s. Home Constructi	ETF-Other	0.55%	—	+0.09%
28	UNP	Union Pacific CORP	Stock-Industrials	0.53%	—	+48.70%
29	CMG	Chipotle Mexican Grill INC	Stock-Consumer Disc	0.49%	—	-5.33%
30	BAC	Bank Of America CORP	Stock-Financials	0.46%	-0.09%	+0.62%
31	SWKS	Skyworks Solutions INC	Stock-Tech	0.46%	—	+41.09%
32	FFIV	F5 INC	Stock-Tech	0.44%	—	+54.81%
33	SNDK	Sandisk Corporation	Stock-Tech	0.43%	—	+31.92%
34	GILD	Gilead Sciences INC	Stock-Healthcare	0.41%	—	—
35	AVGO	Broadcom Inc.	Stock-Tech	0.39%	—	-29.63%
36	CP	Canadian Pacific Kansa F	Stock-Industrials	0.37%	—	—
37	XLF	Ss Financial Select Sector	ETF-Other	0.36%	—	+64.83%
38	✓	Allergan INC	Stock-Other	0.36%	—	—
39	CELG	Celgene CORP	Stock-Other	0.34%	—	+97.31%
40	XHB	Ss Spdr S&p Homebldrs ETF	ETF-Other	0.34%	—	+63.93%
41	MU	Micron Technology INC	Stock-Tech	0.33%	—	+11.87%
42	WDC	Western Digital CORP	Stock-Tech	0.33%	—	—
43	BBBYEUR	20230930-dk-butterfly-1 INC	Stock-Other	0.33%	—	+129.98%
44	HD	Home Depot INC	Stock-Consumer Disc	0.33%	—	—
45	✓	Shire PLC	Stock-Other	0.33%	—	-29.76%
46	APH	Amphenol Corp-cl A	Stock-Tech	0.32%	—	-4.31%
47	RJF	Raymond James Financial INC	Stock-Financials	0.32%	—	+3.47%
48	NTES	Netease Inc-adr	Stock-Comm Services	0.32%	—	+108.16%
49	FLT1EUR	Fleetcor Technologies INC	Stock-Other	0.31%	—	+101.21%
50	ILMN	Illumina INC	Stock-Healthcare	0.30%	—	+15.88%

1–50 of 199

Holding changes this quarter

Position changes disclosed by Jaffetilchin Investment Partners, LLC for the quarter ending Q3 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IWB	Ishares Russell 1000 ETF	+1.1%	+5.66%	Add
2	✓	Powershares Qqq Trust Ser 1	+0.7%	+6.38%	Add
3	META	Meta Platforms Inc-class A	+0.5%	+40.67%	Add
4	GOOG	Alphabet A	+0.4%	+233.92%	Add
5	BNDX	Vanguard Total Intl Bond ETF	+0.4%	+4.44%	Add
6	PFF	Ishares Preferred & Income S	+0.4%	+4.14%	Add
7	AMJEUR	Jpmorgan Alerian Mlp Index	+0.4%	+3.11%	Add
8	✓	Guggenheim S&p 500 Pure Growth	+0.3%	+7.87%	Add
9	SMHC	VanEck China Semiconductor ETF	+0.3%	+26.74%	Add
10	DSL	Doubleline Income Solutions	+0.2%	+29.15%	Add
11	BBBYEUR	20230930-dk-butterfly-1 INC	+0.2%	+129.98%	Add
12	UNP	Union Pacific CORP	+0.2%	+48.70%	Add
13	SWKS	Skyworks Solutions INC	+0.2%	+41.09%	Add
14	SLV	Ishares Silver Trust	-0.2%	-0.14%	Trim
15	CLRUSD	Continental Resources Inc/ok	-0.2%	-2.14%	Trim
16	BFH	Bread Financial Holdings INC	-0.2%	-67.52%	Trim
17	IAUUSD	Ishares Gold Trust	-0.2%	—	Unchanged
18	AMP	Ameriprise Financial INC	-0.3%	-77.27%	Trim
19	WSM	Williams-sonoma INC	-0.4%	-74.30%	Trim
20	IWM	Ishares Russell 2000 ETF	—	EXIT	Sold out
21	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	Sold out
22	GNR	State Street Spdr S&p Global	—	EXIT	Sold out
23	BIDU	Baidu INC - Spon Adr	—	NEW	New buy
24	✓	Invensense INC	—	EXIT	Sold out
25	GILD	Gilead Sciences INC	—	NEW	New buy
26	✓	Spdr Series Trust	—	EXIT	Sold out
27	CP	Canadian Pacific Kansa F	—	NEW	New buy
28	✓	Allergan INC	—	NEW	New buy
29	✓	Salix Pharmaceuticals INC	—	EXIT	Sold out
30	WDC	Western Digital CORP	—	NEW	New buy
31	HD	Home Depot INC	—	NEW	New buy
32	IDXX	Idexx Laboratories INC	—	EXIT	Sold out
33	IEX	Idex CORP	—	EXIT	Sold out
34	AXP	American Express Co	—	EXIT	Sold out
35	XXI	Twenty One Capital, Inc.	—	EXIT	Sold out
36	TDG	Transdigm Group INC	—	EXIT	Sold out
37	EFA	Ishares Msci Eafe ETF	—	EXIT	Sold out
38	✓	Google INC Class C	—	EXIT	Sold out
39	EOG	Eog Resources INC	—	EXIT	Sold out
40	BWA	Borgwarner INC	—	EXIT	Sold out
41	INTU	Intuit INC	—	EXIT	Sold out
42	MGA	Magna International INC	—	EXIT	Sold out
43	WES	Western Midstream Partners, LP	—	NEW	New buy
44	IRM	Iron Mountain Inc Com	—	EXIT	Sold out
45	DIS	Walt Disney Co/the	—	NEW	New buy
46	EXPE	Expedia Group INC	—	NEW	New buy
47	AKAM	Akamai Technologies INC	—	NEW	New buy
48	ODFL	Old Dominion Freight Line	—	EXIT	Sold out
49	SYMCEUR	Symantec CORP	—	NEW	New buy
50	✓	Burger King Worldwide INC	—	EXIT	Sold out