Jaffetilchin Investment Partners, LLC Buys PowerShares QQQ Trust Ser 1, iShares U.S. Preferred Stock, Schwab U.S. Broad Market, Sells iShares Core S&P Total U.S. Stock Market, First Trust VL Dividend, iShares TIPS Bond

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May 06, 2020
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Tampa, FL, based Investment company Jaffetilchin Investment Partners, LLC (Current Portfolio) buys PowerShares QQQ Trust Ser 1, iShares U.S. Preferred Stock, Schwab U.S. Broad Market, VanEck Vectors Fallen Angel High Yield Bond ETF, Luckin Coffee Inc, sells iShares Core S&P Total U.S. Stock Market, First Trust VL Dividend, iShares TIPS Bond, First Trust Preferred Securities and Income ETF, Vanguard Total Stock Market during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Jaffetilchin Investment Partners, LLC. As of 2020Q1, Jaffetilchin Investment Partners, LLC owns 135 stocks with a total value of $273 million. These are the details of the buys and sells.

For the details of Jaffetilchin Investment Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/jaffetilchin+investment+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Jaffetilchin Investment Partners, LLC
  1. iShares Core S&P Total U.S. Stock Market (ITOT) - 659,449 shares, 13.81% of the total portfolio. Shares reduced by 24.53%
  2. Vanguard Total Stock Market (VTI) - 217,570 shares, 10.27% of the total portfolio. Shares reduced by 25.37%
  3. Vanguard Large-Cap (VV) - 139,603 shares, 6.05% of the total portfolio. Shares added by 0.39%
  4. Schwab U.S. Large-Cap (SCHX) - 268,029 shares, 6.01% of the total portfolio. Shares added by 0.39%
  5. Apple Inc (AAPL) - 62,619 shares, 5.83% of the total portfolio. Shares added by 8.97%
New Purchase: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Jaffetilchin Investment Partners, LLC initiated holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The purchase prices were between $21.3 and $30.13, with an estimated average price of $28.21. The stock is now traded at around $26.89. The impact to a portfolio due to this purchase was 2.22%. The holding were 240,110 shares as of .

New Purchase: Luckin Coffee Inc (LK)

Jaffetilchin Investment Partners, LLC initiated holding in Luckin Coffee Inc. The purchase prices were between $23.84 and $50.02, with an estimated average price of $37.09. The stock is now traded at around $4.39. The impact to a portfolio due to this purchase was 1.27%. The holding were 127,751 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

Jaffetilchin Investment Partners, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.24. The impact to a portfolio due to this purchase was 0.36%. The holding were 20,105 shares as of .

New Purchase: Truist Financial Corp (TFC)

Jaffetilchin Investment Partners, LLC initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $34.84. The impact to a portfolio due to this purchase was 0.28%. The holding were 24,630 shares as of .

New Purchase: ARK Investment Management LLC - ARK Genomic Revolu (ARKG)

Jaffetilchin Investment Partners, LLC initiated holding in ARK Investment Management LLC - ARK Genomic Revolu. The purchase prices were between $24.5 and $37.69, with an estimated average price of $33.41. The stock is now traded at around $42.35. The impact to a portfolio due to this purchase was 0.22%. The holding were 18,896 shares as of .

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Jaffetilchin Investment Partners, LLC initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $79.78 and $94.82, with an estimated average price of $91.21. The stock is now traded at around $90.50. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,981 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Jaffetilchin Investment Partners, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 269.80%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $220.22. The impact to a portfolio due to this purchase was 4.23%. The holding were 83,164 shares as of .

Added: iShares U.S. Preferred Stock (PFF)

Jaffetilchin Investment Partners, LLC added to a holding in iShares U.S. Preferred Stock by 342.15%. The purchase prices were between $25.12 and $38.29, with an estimated average price of $36.09. The stock is now traded at around $33.95. The impact to a portfolio due to this purchase was 3.28%. The holding were 363,609 shares as of .

Added: Schwab U.S. Broad Market (SCHB)

Jaffetilchin Investment Partners, LLC added to a holding in Schwab U.S. Broad Market by 1731.53%. The purchase prices were between $52.35 and $80.88, with an estimated average price of $73.19. The stock is now traded at around $67.42. The impact to a portfolio due to this purchase was 3.16%. The holding were 150,900 shares as of .

Added: iShares Select Dividend ETF (DVY)

Jaffetilchin Investment Partners, LLC added to a holding in iShares Select Dividend ETF by 607.93%. The purchase prices were between $61.82 and $105.84, with an estimated average price of $94.35. The stock is now traded at around $76.75. The impact to a portfolio due to this purchase was 1.06%. The holding were 45,987 shares as of .

Added: Microsoft Corp (MSFT)

Jaffetilchin Investment Partners, LLC added to a holding in Microsoft Corp by 41.18%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $183.57. The impact to a portfolio due to this purchase was 0.52%. The holding were 30,980 shares as of .

Added: iShares Core High Dividend (HDV)

Jaffetilchin Investment Partners, LLC added to a holding in iShares Core High Dividend by 40.60%. The purchase prices were between $61.09 and $96.96, with an estimated average price of $87.21. The stock is now traded at around $79.77. The impact to a portfolio due to this purchase was 0.46%. The holding were 61,123 shares as of .

Sold Out: iShares Edge MSCI USA Momentum Factor (MTUM)

Jaffetilchin Investment Partners, LLC sold out a holding in iShares Edge MSCI USA Momentum Factor. The sale prices were between $90.36 and $137.08, with an estimated average price of $124.42.

Sold Out: SPDR Dow Jones Industrial Average (DIA)

Jaffetilchin Investment Partners, LLC sold out a holding in SPDR Dow Jones Industrial Average. The sale prices were between $186.03 and $293.86, with an estimated average price of $264.32.

Sold Out: iShares U.S. Financial (IYF)

Jaffetilchin Investment Partners, LLC sold out a holding in iShares U.S. Financial. The sale prices were between $81.74 and $142.33, with an estimated average price of $125.66.

Sold Out: SPDR S&P Dividend (SDY)

Jaffetilchin Investment Partners, LLC sold out a holding in SPDR S&P Dividend. The sale prices were between $68.26 and $108.76, with an estimated average price of $99.48.

Sold Out: PowerShares S&P SmallCap Health Care Portfolio (PSCH)

Jaffetilchin Investment Partners, LLC sold out a holding in PowerShares S&P SmallCap Health Care Portfolio. The sale prices were between $88.57 and $138.15, with an estimated average price of $123.58.

Sold Out: Invesco S&P 500 Equal Weight (RSP)

Jaffetilchin Investment Partners, LLC sold out a holding in Invesco S&P 500 Equal Weight. The sale prices were between $71.66 and $118.71, with an estimated average price of $107.28.



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