$907 Million is the total value of Jaffetilchin Investment Partners, LLC's 337 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 26.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NVDA | Sell | NVIDIA CORPORATION | $20,675,747 | -0.2% | 47,532 | -2.9% | 2.28% | +4.3% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $19,973,594 | -4.1% | 400,674 | -0.5% | 2.20% | +0.3% |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $16,732,305 | -3.9% | 333,446 | -4.0% | 1.84% | +0.4% |
SPTM | Sell | SPDR SER TRportfoli s&p1500 | $14,224,862 | -4.0% | 271,001 | -0.5% | 1.57% | +0.4% |
RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $10,593,471 | -2.9% | 230,543 | -0.5% | 1.17% | +1.5% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $10,336,864 | +9.0% | 78,992 | -0.3% | 1.14% | +13.9% |
IWB | Sell | ISHARES TRrus 1000 etf | $9,192,351 | -3.7% | 39,131 | -0.1% | 1.01% | +0.7% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $8,837,934 | -0.1% | 194,540 | -0.2% | 0.98% | +4.5% |
LMT | Sell | LOCKHEED MARTIN CORP | $8,304,045 | -18.2% | 20,305 | -7.9% | 0.92% | -14.5% |
TIP | Sell | ISHARES TRtips bd etf | $6,592,043 | -4.4% | 63,556 | -0.8% | 0.73% | 0.0% |
EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $4,737,562 | -6.6% | 179,317 | -4.5% | 0.52% | -2.4% |
BA | Sell | BOEING CO | $4,664,680 | -9.7% | 24,336 | -0.5% | 0.51% | -5.7% |
BX | Sell | BLACKSTONE INC | $4,002,834 | +13.3% | 37,361 | -1.6% | 0.44% | +18.5% |
SHOP | Sell | SHOPIFY INCcl a | $3,647,874 | -15.6% | 66,848 | -0.1% | 0.40% | -11.8% |
DIVO | Sell | AMPLIFY ETF TRcwp enhanced div | $3,519,579 | -9.0% | 101,341 | -5.7% | 0.39% | -4.9% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $2,975,988 | -4.7% | 11,935 | -0.1% | 0.33% | -0.3% |
IYW | Sell | ISHARES TRu.s. tech etf | $2,937,149 | -3.7% | 27,994 | -0.1% | 0.32% | +0.6% |
PANW | Sell | PALO ALTO NETWORKS INC | $2,635,106 | -16.1% | 11,240 | -8.5% | 0.29% | -12.1% |
ISRG | Sell | INTUITIVE SURGICAL INC | $2,479,496 | -18.6% | 8,483 | -4.8% | 0.27% | -15.0% |
MRK | Sell | MERCK & CO INC | $2,456,881 | -20.5% | 23,865 | -10.9% | 0.27% | -16.9% |
SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $2,457,673 | -0.0% | 32,376 | -0.0% | 0.27% | +4.6% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $2,075,337 | -4.7% | 15,747 | -2.5% | 0.23% | -0.4% |
BAC | Sell | BANK AMERICA CORP | $2,000,121 | -4.7% | 73,050 | -0.1% | 0.22% | 0.0% |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,971,607 | -8.4% | 33,536 | -2.2% | 0.22% | -4.4% |
PFE | Sell | PFIZER INC | $1,866,460 | -24.7% | 56,270 | -16.8% | 0.21% | -21.4% |
DUK | Sell | DUKE ENERGY CORP NEW | $1,813,993 | -4.1% | 20,553 | -2.5% | 0.20% | +0.5% |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,801,098 | -2.5% | 24,461 | -0.6% | 0.20% | +2.1% |
DEF | Sell | INVESCO EXCH TRD SLF IDX FDbloomberg pricin | $1,697,902 | -8.4% | 25,913 | -3.2% | 0.19% | -4.1% |
CAT | Sell | CATERPILLAR INC | $1,634,499 | +10.2% | 5,987 | -0.7% | 0.18% | +15.4% |
O | Sell | REALTY INCOME CORP | $1,487,680 | -25.2% | 29,789 | -10.4% | 0.16% | -21.9% |
PM | Sell | PHILIP MORRIS INTL INC | $1,480,507 | -8.3% | 15,992 | -3.3% | 0.16% | -4.1% |
VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,470,766 | -28.5% | 25,534 | -28.4% | 0.16% | -25.3% |
HDV | Sell | ISHARES TRcore high dv etf | $1,379,805 | -8.3% | 13,953 | -6.6% | 0.15% | -4.4% |
SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $1,248,244 | -17.9% | 29,770 | -18.0% | 0.14% | -13.8% |
SGOV | Sell | ISHARES TR0-3 mnth treasry | $1,246,907 | -12.6% | 12,386 | -12.6% | 0.14% | -8.0% |
MBB | Sell | ISHARES TRmbs etf | $1,189,520 | -25.1% | 13,396 | -21.3% | 0.13% | -21.6% |
WM | Sell | WASTE MGMT INC DEL | $1,084,573 | -13.4% | 7,115 | -1.5% | 0.12% | -9.1% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,078,221 | -17.8% | 6,917 | -5.4% | 0.12% | -13.8% |
Sell | WISDOMTREE TRfloatng rat trea | $1,068,206 | -34.0% | 21,228 | -34.0% | 0.12% | -31.0% | |
IVE | Sell | ISHARES TRs&p 500 val etf | $1,070,452 | -4.9% | 6,958 | -0.3% | 0.12% | -0.8% |
ESPO | Sell | VANECK ETF TRUSTvideo gmng esprt | $1,073,531 | -7.7% | 20,821 | -0.2% | 0.12% | -4.1% |
FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,049,873 | -2.1% | 65,740 | -2.1% | 0.12% | +2.7% |
ICSH | Sell | ISHARES TRblackrock ultra | $1,022,657 | -55.2% | 20,299 | -55.2% | 0.11% | -53.1% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,027,496 | -20.9% | 17,703 | -12.8% | 0.11% | -17.5% |
CZR | Sell | CAESARS ENTERTAINMENT INC NE | $1,022,574 | -9.3% | 22,062 | -0.3% | 0.11% | -5.0% |
Sell | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $1,014,783 | -30.6% | 51,538 | -29.9% | 0.11% | -27.3% | |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,000,087 | -3.9% | 7,251 | -1.0% | 0.11% | 0.0% |
SO | Sell | SOUTHERN CO | $984,641 | -14.1% | 15,214 | -6.8% | 0.11% | -9.9% |
CVX | Sell | CHEVRON CORP NEW | $962,204 | -16.1% | 5,706 | -21.7% | 0.11% | -12.4% |
MDIV | Sell | FIRST TR EXCHANGE-TRADED FDmulti asset di | $890,917 | -2.2% | 61,043 | -2.4% | 0.10% | +2.1% |
TFC | Sell | TRUIST FINL CORP | $870,838 | -40.8% | 30,438 | -37.2% | 0.10% | -38.1% |
DVN | Sell | DEVON ENERGY CORP NEW | $855,945 | -21.9% | 17,944 | -20.9% | 0.09% | -19.0% |
FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $847,356 | -4.1% | 13,987 | -0.1% | 0.09% | 0.0% |
FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $809,275 | -3.5% | 17,693 | -4.4% | 0.09% | +1.1% |
Sell | APOLLO GLOBAL MGMT INC | $796,125 | +16.3% | 8,869 | -0.5% | 0.09% | +22.2% | |
RTX | Sell | RTX CORPORATION | $783,016 | -39.6% | 10,880 | -17.8% | 0.09% | -37.2% |
MO | Sell | ALTRIA GROUP INC | $766,399 | -35.6% | 18,226 | -30.6% | 0.08% | -32.0% |
INTC | Sell | INTEL CORP | $747,375 | -5.4% | 21,023 | -11.0% | 0.08% | -1.2% |
BLK | Sell | BLACKROCK INC | $726,938 | -26.3% | 1,124 | -21.2% | 0.08% | -23.1% |
COM | Sell | DIREXION SHS ETF TRauspce cmd stg | $647,845 | -35.5% | 21,820 | -36.1% | 0.07% | -33.0% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $622,718 | -27.8% | 19,214 | -17.1% | 0.07% | -24.2% |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $600,379 | -6.4% | 1,792 | -3.9% | 0.07% | -2.9% |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $567,585 | -23.2% | 3,391 | -32.6% | 0.06% | -19.2% |
KMB | Sell | KIMBERLY-CLARK CORP | $566,224 | -13.7% | 4,685 | -1.4% | 0.06% | -10.1% |
Sell | BLACKSTONE SECD LENDING FD | $553,915 | -25.4% | 20,245 | -25.4% | 0.06% | -21.8% | |
AFL | Sell | AFLAC INC | $548,050 | +9.7% | 7,141 | -0.2% | 0.06% | +13.2% |
SBUX | Sell | STARBUCKS CORP | $532,061 | -9.3% | 5,830 | -1.6% | 0.06% | -4.8% |
SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $533,745 | -25.6% | 10,571 | -22.8% | 0.06% | -22.4% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $510,828 | -5.2% | 7,361 | -0.4% | 0.06% | -1.8% |
TOL | Sell | TOLL BROTHERS INC | $508,127 | -6.6% | 6,870 | -0.1% | 0.06% | -1.8% |
TDOC | Sell | TELADOC HEALTH INC | $511,597 | -35.6% | 27,520 | -12.3% | 0.06% | -33.3% |
CRM | Sell | SALESFORCE INC | $502,286 | -6.5% | 2,477 | -2.6% | 0.06% | -3.5% |
INMD | Sell | INMODE LTD | $485,685 | -22.8% | 15,945 | -5.3% | 0.05% | -18.2% |
BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $491,416 | -2.6% | 20,066 | -0.4% | 0.05% | +1.9% |
SPLK | Sell | SPLUNK INC | $478,384 | -25.7% | 3,271 | -46.1% | 0.05% | -22.1% |
ORCL | Sell | ORACLE CORP | $480,425 | -11.1% | 4,536 | -0.0% | 0.05% | -7.0% |
RILY | Sell | B. RILEY FINANCIAL INC | $467,723 | -50.5% | 11,411 | -44.5% | 0.05% | -48.0% |
IWM | Sell | ISHARES TRrussell 2000 etf | $460,843 | -16.6% | 2,607 | -11.6% | 0.05% | -12.1% |
DVY | Sell | ISHARES TRselect divid etf | $452,975 | -39.3% | 4,208 | -36.1% | 0.05% | -36.7% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $448,263 | -27.6% | 886 | -25.4% | 0.05% | -24.6% |
IAU | Sell | ISHARES GOLD TRishares new | $448,397 | -4.1% | 12,815 | -0.3% | 0.05% | 0.0% |
URI | Sell | UNITED RENTALS INC | $433,444 | -5.9% | 975 | -5.7% | 0.05% | -2.0% |
TGT | Sell | TARGET CORP | $432,883 | -19.9% | 3,915 | -4.4% | 0.05% | -15.8% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $437,279 | -0.0% | 1,740 | -2.1% | 0.05% | +4.3% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $423,682 | -12.1% | 11,362 | -5.7% | 0.05% | -7.8% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $430,271 | -11.4% | 5,720 | -0.8% | 0.05% | -7.8% |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $426,729 | -0.8% | 5,658 | -0.6% | 0.05% | +4.4% |
AI | Sell | C3 AI INCcl a | $406,417 | -40.5% | 15,925 | -15.0% | 0.04% | -37.5% |
PFFD | Sell | GLOBAL X FDSus pfd etf | $411,117 | -38.9% | 21,856 | -37.0% | 0.04% | -36.6% |
TJX | Sell | TJX COS INC NEW | $404,503 | +3.8% | 4,551 | -0.9% | 0.04% | +9.8% |
XAR | Sell | SPDR SER TRaerospace def | $409,778 | -11.4% | 3,655 | -4.0% | 0.04% | -8.2% |
SOFI | Sell | SOFI TECHNOLOGIES INC | $401,532 | -19.9% | 50,254 | -16.4% | 0.04% | -17.0% |
NEP | Sell | NEXTERA ENERGY PARTNERS LP | $396,169 | -60.0% | 13,339 | -21.1% | 0.04% | -58.1% |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $382,907 | -17.8% | 6,498 | -8.7% | 0.04% | -14.3% |
LNC | Sell | LINCOLN NATL CORP IND | $379,832 | -23.2% | 15,384 | -19.8% | 0.04% | -19.2% |
CLX | Sell | CLOROX CO DEL | $376,167 | -17.9% | 2,870 | -0.3% | 0.04% | -14.6% |
DXCM | Sell | DEXCOM INC | $363,589 | -30.8% | 3,897 | -4.7% | 0.04% | -27.3% |
CYBR | Sell | CYBERARK SOFTWARE LTD | $356,036 | +1.3% | 2,174 | -3.3% | 0.04% | +5.4% |
KBWD | Sell | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $337,375 | -15.7% | 22,210 | -13.3% | 0.04% | -11.9% |
PYPL | Sell | PAYPAL HLDGS INC | $330,346 | -40.6% | 5,651 | -32.2% | 0.04% | -39.0% |
Sell | TIDAL ETF TRsonicshares gbl | $326,001 | -11.9% | 11,654 | -17.8% | 0.04% | -7.7% | |
ITCI | Sell | INTRA-CELLULAR THERAPIES INC | $330,563 | -20.1% | 6,346 | -2.8% | 0.04% | -18.2% |
SUN | Sell | SUNOCO LP/SUNOCO FIN CORP | $313,524 | +9.2% | 6,405 | -2.8% | 0.04% | +16.7% |
DIS | Sell | DISNEY WALT CO | $312,127 | -14.4% | 3,851 | -5.7% | 0.03% | -10.5% |
YUM | Sell | YUM BRANDS INC | $312,127 | -10.9% | 2,498 | -1.1% | 0.03% | -8.1% |
MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $307,106 | -7.4% | 4,049 | -2.6% | 0.03% | -2.9% |
IWD | Sell | ISHARES TRrus 1000 val etf | $297,957 | -5.0% | 1,963 | -1.3% | 0.03% | 0.0% |
MP | Sell | MP MATERIALS CORP | $285,984 | -19.2% | 14,973 | -3.2% | 0.03% | -13.5% |
BDX | Sell | BECTON DICKINSON & CO | $290,391 | -4.7% | 1,123 | -2.7% | 0.03% | 0.0% |
GNRC | Sell | GENERAC HLDGS INC | $280,354 | -60.2% | 2,573 | -45.5% | 0.03% | -58.1% |
DD | Sell | DUPONT DE NEMOURS INC | $279,415 | -54.1% | 3,746 | -56.0% | 0.03% | -51.6% |
CLF | Sell | CLEVELAND-CLIFFS INC NEW | $282,887 | -6.8% | 18,099 | -0.1% | 0.03% | -3.1% |
ADBE | Sell | ADOBE INC | $282,485 | -4.8% | 554 | -8.7% | 0.03% | 0.0% |
TXN | Sell | TEXAS INSTRS INC | $276,454 | -11.8% | 1,739 | -0.1% | 0.03% | -9.1% |
DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $269,915 | -21.3% | 8,157 | -19.1% | 0.03% | -16.7% |
D | Sell | DOMINION ENERGY INC | $276,430 | -16.4% | 6,188 | -3.0% | 0.03% | -14.3% |
Sell | ADVISORS INNER CIRCLE FD IIIstrategas gbl po | $270,652 | -6.3% | 11,466 | -0.3% | 0.03% | 0.0% | |
FAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us buffer | $261,884 | -5.9% | 7,006 | -2.8% | 0.03% | 0.0% |
PENN | Sell | PENN ENTERTAINMENT INC | $263,695 | -30.4% | 11,490 | -27.1% | 0.03% | -27.5% |
YMAR | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $263,314 | -25.0% | 12,950 | -21.8% | 0.03% | -21.6% |
Sell | ADVISORS INNER CIRCLE FD IIIstrategas macro | $264,354 | -13.5% | 11,788 | -10.0% | 0.03% | -9.4% | |
TLT | Sell | ISHARES TR20 yr tr bd etf | $258,638 | -17.0% | 2,916 | -3.7% | 0.03% | -12.1% |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $251,184 | +0.2% | 15,699 | -4.0% | 0.03% | +7.7% |
T | Sell | AT&T INC | $258,299 | -11.2% | 17,197 | -5.7% | 0.03% | -9.7% |
HACK | Sell | ETF MANAGERS TRprime cybr scrty | $242,684 | -1.1% | 4,703 | -3.0% | 0.03% | +3.8% |
SPGI | Sell | S&P GLOBAL INC | $232,292 | -10.1% | 636 | -1.2% | 0.03% | -3.7% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $240,152 | -18.4% | 579 | -13.1% | 0.03% | -16.1% |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $223,217 | -14.6% | 3,087 | -11.1% | 0.02% | -10.7% |
PWR | Sell | QUANTA SVCS INC | $227,499 | -13.0% | 1,216 | -8.6% | 0.02% | -10.7% |
REGN | Sell | REGENERON PHARMACEUTICALS | $218,907 | +4.7% | 266 | -8.6% | 0.02% | +9.1% |
FTNT | Sell | FORTINET INC | $209,488 | -23.2% | 3,570 | -1.1% | 0.02% | -20.7% |
QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $206,999 | -54.6% | 12,343 | -51.9% | 0.02% | -52.1% |
ACWX | Sell | ISHARES TRmsci acwi ex us | $200,859 | -5.1% | 4,273 | -0.7% | 0.02% | 0.0% |
PSTG | Sell | PURE STORAGE INCcl a | $201,716 | -34.8% | 5,663 | -32.6% | 0.02% | -33.3% |
Sell | ELECTROCORE INC | $152,333 | +19.0% | 25,096 | -3.9% | 0.02% | +30.8% | |
ALIT | Sell | ALIGHT INC | $124,550 | -27.4% | 17,567 | -5.4% | 0.01% | -22.2% |
F | Sell | FORD MTR CO DEL | $128,340 | -26.3% | 10,333 | -10.2% | 0.01% | -22.2% |
BTG | Sell | B2GOLD CORP | $114,053 | -66.7% | 39,465 | -58.9% | 0.01% | -63.9% |
ARI | Sell | APOLLO COML REAL EST FIN INC | $109,115 | -10.7% | 10,771 | -0.2% | 0.01% | -7.7% |
TAL | Exit | TAL EDUCATION GROUPsponsored ads | $0 | – | -11,248 | -100.0% | -0.01% | – |
APPH | Exit | APPHARVEST INC | $0 | – | -227,949 | -100.0% | -0.01% | – |
PSP | Exit | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $0 | – | -11,263 | -100.0% | -0.01% | – |
Exit | VELO3D INC | $0 | – | -70,301 | -100.0% | -0.02% | – | |
CHS | Exit | CHICOS FAS INC | $0 | – | -35,837 | -100.0% | -0.02% | – |
NUE | Exit | NUCOR CORP | $0 | – | -1,241 | -100.0% | -0.02% | – |
VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -1,461 | -100.0% | -0.02% | – |
LRCX | Exit | LAM RESEARCH CORP | $0 | – | -325 | -100.0% | -0.02% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -2,038 | -100.0% | -0.02% | – |
RYT | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $0 | – | -748 | -100.0% | -0.02% | – |
FXR | Exit | FIRST TR EXCHANGE TRADED FDindls prod dur | $0 | – | -3,651 | -100.0% | -0.02% | – |
PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -3,599 | -100.0% | -0.02% | – |
DTE | Exit | DTE ENERGY CO | $0 | – | -2,101 | -100.0% | -0.02% | – |
GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -7,615 | -100.0% | -0.02% | – |
NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -527 | -100.0% | -0.02% | – |
BGLD | Exit | FIRST TR EXCHANGE-TRADED FDcboe vest gld st | $0 | – | -12,510 | -100.0% | -0.03% | – |
CENX | Exit | CENTURY ALUM CO | $0 | – | -28,754 | -100.0% | -0.03% | – |
MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -1,624 | -100.0% | -0.03% | – |
AWAY | Exit | ETF MANAGERS TRetfmg travel tec | $0 | – | -14,594 | -100.0% | -0.03% | – |
MNDY | Exit | MONDAY COM LTD | $0 | – | -1,575 | -100.0% | -0.03% | – |
FFTY | Exit | INNOVATOR ETFS TRibd 50 etf | $0 | – | -10,587 | -100.0% | -0.03% | – |
SQ | Exit | BLOCK INCcl a | $0 | – | -4,274 | -100.0% | -0.03% | – |
DOCT | Exit | FIRST TR EXCHNG TRADED FD VIvest us eqt dep | $0 | – | -8,343 | -100.0% | -0.03% | – |
FXN | Exit | FIRST TR EXCHANGE TRADED FDenergy alphadx | $0 | – | -18,881 | -100.0% | -0.03% | – |
KLAC | Exit | KLA CORP | $0 | – | -636 | -100.0% | -0.03% | – |
USPH | Exit | U S PHYSICAL THERAPY | $0 | – | -2,671 | -100.0% | -0.03% | – |
Exit | CAPITOL SER TRfairlead tactica | $0 | – | -13,697 | -100.0% | -0.03% | – | |
ATO | Exit | ATMOS ENERGY CORP | $0 | – | -2,752 | -100.0% | -0.03% | – |
RYLD | Exit | GLOBAL X FDSrussell 2000 | $0 | – | -17,756 | -100.0% | -0.03% | – |
PPH | Exit | VANECK ETF TRUSTpharmaceutcl etf | $0 | – | -4,124 | -100.0% | -0.03% | – |
TYG | Exit | TORTOISE ENERGY INFRA CORP | $0 | – | -11,467 | -100.0% | -0.04% | – |
ASHR | Exit | DBX ETF TRxtrack hrvst csi | $0 | – | -12,541 | -100.0% | -0.04% | – |
Exit | VANECK ETF TRUSTrobotics etf | $0 | – | -9,358 | -100.0% | -0.04% | – | |
VTRS | Exit | VIATRIS INC | $0 | – | -37,470 | -100.0% | -0.04% | – |
SBIO | Exit | ALPS ETF TRmed breakthgh | $0 | – | -11,599 | -100.0% | -0.04% | – |
GILD | Exit | GILEAD SCIENCES INC | $0 | – | -4,917 | -100.0% | -0.04% | – |
HEWJ | Exit | ISHARES TRhdg msci japan | $0 | – | -11,179 | -100.0% | -0.04% | – |
PFXF | Exit | VANECK ETF TRUSTpreferred securt | $0 | – | -22,110 | -100.0% | -0.04% | – |
NEM | Exit | NEWMONT CORP | $0 | – | -9,408 | -100.0% | -0.04% | – |
RCD | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $0 | – | -2,984 | -100.0% | -0.04% | – |
PXD | Exit | PIONEER NAT RES CO | $0 | – | -1,968 | -100.0% | -0.04% | – |
FMF | Exit | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $0 | – | -10,010 | -100.0% | -0.05% | – |
KTOS | Exit | KRATOS DEFENSE & SEC SOLUTIO | $0 | – | -38,245 | -100.0% | -0.06% | – |
IRDM | Exit | IRIDIUM COMMUNICATIONS INC | $0 | – | -9,332 | -100.0% | -0.06% | – |
MDT | Exit | MEDTRONIC PLC | $0 | – | -6,655 | -100.0% | -0.06% | – |
ROBT | Exit | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $0 | – | -13,322 | -100.0% | -0.06% | – |
BAX | Exit | BAXTER INTL INC | $0 | – | -13,722 | -100.0% | -0.07% | – |
SHV | Exit | ISHARES TRshort treas bd | $0 | – | -6,118 | -100.0% | -0.07% | – |
PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -8,482 | -100.0% | -0.07% | – |
GSST | Exit | GOLDMAN SACHS ETF TRaces ultra shr | $0 | – | -13,888 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.