$1.06 Billion is the total value of Jaffetilchin Investment Partners, LLC's 345 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DTN | WISDOMTREE TRus divid ex fncl | $8,373,000 | +7.6% | 82,793 | 0.0% | 0.79% | -4.3% | |
| XT | ISHARES TRexponential tech | $1,353,000 | +5.3% | 20,483 | 0.0% | 0.13% | -6.6% | |
| DE | DEERE & CO | $845,000 | +2.4% | 2,463 | 0.0% | 0.08% | -9.1% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $574,000 | +3.6% | 32,348 | 0.0% | 0.05% | -8.5% | |
| AM | ANTERO MIDSTREAM CORP | $411,000 | -7.2% | 42,479 | 0.0% | 0.04% | -17.0% | |
| FDG | AMERICAN CENTY ETF TRfocused dynamic | $380,000 | -1.3% | 4,703 | 0.0% | 0.04% | -12.2% | |
| FID | FIRST TR EXCHANGE-TRADED FDs&p intl divid | $343,000 | +0.9% | 19,400 | 0.0% | 0.03% | -11.1% | |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $342,000 | +8.2% | 2,845 | 0.0% | 0.03% | -5.9% | |
| IDU | ISHARES TRu.s. utilits etf | $340,000 | +12.2% | 3,842 | 0.0% | 0.03% | 0.0% | |
| BAR | GRANITESHARES GOLD TR | $322,000 | +4.2% | 17,725 | 0.0% | 0.03% | -9.1% | |
| SUI | SUN CMNTYS INC | $284,000 | +13.6% | 1,353 | 0.0% | 0.03% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $269,000 | +4.7% | 3,108 | 0.0% | 0.02% | -7.4% | |
| TEAM | ATLASSIAN CORP PLCcl a | $263,000 | -2.6% | 691 | 0.0% | 0.02% | -13.8% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $228,000 | +8.6% | 3,751 | 0.0% | 0.02% | 0.0% | |
| EBIZ | GLOBAL X FDS | $233,000 | -9.0% | 8,483 | 0.0% | 0.02% | -18.5% | |
| ATNX | ATHENEX INC | $190,000 | -54.8% | 139,616 | 0.0% | 0.02% | -60.0% | |
| ALIT | ALIGHT INC | $129,000 | -5.8% | 11,900 | 0.0% | 0.01% | -20.0% | |
| EDU | NEW ORIENTAL ED & TECHNOLOGYspon adr | $70,000 | +2.9% | 33,248 | 0.0% | 0.01% | 0.0% | |
| MNMD | MIND MEDICINE MINDMED INC | $51,000 | -42.7% | 36,855 | 0.0% | 0.01% | -44.4% | |
| ZOM | ZOMEDICA CORP | $6,000 | -45.5% | 20,500 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-17
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.