$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | $2,440,784 | +7.1% | 17,789 | 0.0% | 0.27% | +12.1% | |
| GLD | SPDR GOLD TR | $1,536,192 | -3.8% | 8,960 | 0.0% | 0.17% | +0.6% | |
| XT | ISHARES TRexponential tech | $1,069,417 | -6.1% | 20,483 | 0.0% | 0.12% | -1.7% | |
| IWF | ISHARES TRrus 1000 grw etf | $669,606 | -3.3% | 2,517 | 0.0% | 0.07% | +1.4% | |
| FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $659,773 | +0.8% | 20,060 | 0.0% | 0.07% | +5.8% | ||
| IYK | ISHARES TRus consm staples | $622,022 | -6.9% | 3,335 | 0.0% | 0.07% | -1.4% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $510,206 | -3.9% | 29,458 | 0.0% | 0.06% | 0.0% | |
| AX | AXOS FINANCIAL INC | $412,598 | -4.0% | 10,898 | 0.0% | 0.05% | +2.2% | |
| IXN | ISHARES TRglobal tech etf | $403,795 | -7.0% | 6,981 | 0.0% | 0.04% | -2.2% | |
| IBB | ISHARES TRishares biotech | $387,787 | -3.7% | 3,171 | 0.0% | 0.04% | +2.4% | |
| SLV | ISHARES SILVER TRishares | $380,744 | -2.6% | 18,719 | 0.0% | 0.04% | +2.4% | |
| IWR | ISHARES TRrus mid cap etf | $368,315 | -5.2% | 5,319 | 0.0% | 0.04% | 0.0% | |
| BAR | GRANITESHARES GOLD TR | $324,013 | -3.8% | 17,725 | 0.0% | 0.04% | 0.0% | |
| URTH | ISHARES INCmsci world etf | $316,993 | -3.5% | 2,638 | 0.0% | 0.04% | 0.0% | |
| FRI | FIRST TR S&P REIT INDEX FD | $302,878 | -7.2% | 13,255 | 0.0% | 0.03% | -2.9% | |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $275,282 | -4.5% | 2,845 | 0.0% | 0.03% | 0.0% | |
| FDG | AMERICAN CENTY ETF TRfocused dynamic | $276,178 | -4.0% | 4,380 | 0.0% | 0.03% | 0.0% | |
| DSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $258,780 | -0.5% | 7,600 | 0.0% | 0.03% | +7.4% | |
| EFG | ISHARES TReafe grwth etf | $243,604 | -9.5% | 2,823 | 0.0% | 0.03% | -3.6% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $241,098 | +12.5% | 2,084 | 0.0% | 0.03% | +17.4% | |
| IYF | ISHARES TRu.s. finls etf | $232,354 | +0.2% | 3,108 | 0.0% | 0.03% | +8.3% | |
| QDEC | FIRST TR EXCHNG TRADED FD VIft cboe vest 100 | $219,546 | +1.1% | 9,701 | 0.0% | 0.02% | +4.3% | |
| VLUE | ISHARES TRmsci usa value | $219,512 | -3.3% | 2,420 | 0.0% | 0.02% | 0.0% | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $41,246 | +20.4% | 38,191 | 0.0% | 0.01% | +25.0% | |
| FREQ | FREQUENCY THERAPEUTICS INC | $17,219 | +6.9% | 46,538 | 0.0% | 0.00% | 0.0% |
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.