$940 Million is the total value of Jaffetilchin Investment Partners, LLC's 363 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AWAY | ETF MANAGERS TRetfmg travel tec | $702,000 | -4.7% | 24,724 | 0.0% | 0.08% | +47.1% | |
| AX | AXOS FINANCIAL INC | $542,000 | +11.1% | 10,525 | 0.0% | 0.06% | +70.6% | |
| D | DOMINION ENERGY INC | $487,000 | -0.6% | 6,663 | 0.0% | 0.05% | +52.9% | |
| AFL | AFLAC INC | $447,000 | -2.8% | 8,569 | 0.0% | 0.05% | +50.0% | |
| ATNX | ATHENEX INC | $420,000 | -34.9% | 139,616 | 0.0% | 0.04% | 0.0% | |
| FDG | AMERICAN CENTY ETF TRfocused dynamic | $385,000 | +0.8% | 4,703 | 0.0% | 0.04% | +57.7% | |
| FID | FIRST TR EXCHANGE-TRADED FDs&p intl divid | $340,000 | -3.4% | 19,400 | 0.0% | 0.04% | +50.0% | |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $316,000 | +1.3% | 2,845 | 0.0% | 0.03% | +54.5% | |
| MAA | MID-AMER APT CMNTYS INC | $300,000 | +10.7% | 1,608 | 0.0% | 0.03% | +68.4% | |
| SUI | SUN CMNTYS INC | $250,000 | +7.8% | 1,353 | 0.0% | 0.03% | +68.8% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $257,000 | +16.8% | 2,347 | 0.0% | 0.03% | +80.0% | |
| ETTX | ENTASIS THERAPEUTICS HLDGS I | $37,000 | +27.6% | 11,000 | 0.0% | 0.00% | +100.0% | |
| ADMA | ADMA BIOLOGICS INC | $16,000 | -30.4% | 14,250 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-25
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 | 2024-05-16 |
| 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 |
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.