$1.45 Billion is the total value of Jaffetilchin Investment Partners, LLC's 564 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AX | AXOS FINANCIAL INC | $488,000 | -1.4% | 10,525 | 0.0% | 0.03% | -41.4% | |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $312,000 | +12.2% | 2,845 | 0.0% | 0.02% | -33.3% | |
| IDU | ISHARES TRu.s. utilits etf | $317,000 | -1.6% | 4,042 | 0.0% | 0.02% | -42.1% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $207,000 | +3.0% | 7,979 | 0.0% | 0.01% | -41.7% | |
| ADMA | ADMA BIOLOGICS INC | $23,000 | -8.0% | 14,250 | 0.0% | 0.00% | -33.3% | |
| ETTX | ENTASIS THERAPEUTICS HLDGS I | $29,000 | +20.8% | 11,000 | 0.0% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-09
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.