Jaffetilchin Investment Partners, LLC

Q2 2014 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2014
Date filed
7/24/2014
Form type
13F-HR
Num holdings
200
Total value ($000)
$280,280
Net value change ($000)
+24,451 (9.6%)
New positions
78
Sold out positions
62
Turnover %
26.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2014 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWB 4,551 14.1%
INVSC QQQ TRUST SRS 1 ETF 2,281 21.5%
JPM 1,657 14.2%
GUGGENHEIM S&P 500 PURE GROWTH 1,490 20.5%
iSHARES TRUST 1,376 15.3%
WSM 1,311 NEW
Broadcom Inc 1,252 NEW
INVENSENSE INC 1,214 NEW
SUPERIOR ENERGY SERVICES INC 1,042 NEW
SNDK 955 NEW
Top Reduces (Value $000, Stocks/ETFs)
ISHARES -2,835 -100.0%
WDR -1,584 -80.4%
SBNY -1,526 -100.0%
TSN -1,240 -100.0%
MLCO -1,069 -100.0%
GREEN MOUNTAIN COFFE -1,062 -100.0%
QCOM -1,010 -60.4%
HP -815 -78.8%
BIDU -780 -100.0%
BIIB -758 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type