Portfolio (Quarterly)
Guide ↗
Jaffetilchin Investment Partners, LLC
· CIK 0001404652| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | SMAY | FT VEST U S SMALL CAP MODERATE BUFFER ETF - MAY | — | 29,417.0 | $764K | 0.04% | NEW | — | $25.97 | +7.1% |
| 222 | NRG | NRG ENERGY INC COM NEW | Utilities | 4,790.0 | $763K | 0.04% | NEW | — | $159.22 | -14.1% |
| 223 | ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | — | 25,918.0 | $761K | 0.04% | NEW | — | $29.37 | -0.8% |
| 224 | AFL | AFLAC INC COM | Financial Services | 6,524.0 | $719K | 0.04% | NEW | — | $110.27 | +4.3% |
| 225 | BAR | GRANITESHARES GOLD SHARES | Financial Services | 16,893.0 | $718K | 0.04% | NEW | — | $42.49 | +2.8% |
| 226 | IWD | ISHARES RUSSELL 1000 VALUE ETF | — | 3,409.0 | $717K | 0.04% | NEW | — | $210.32 | +13.1% |
| 227 | XDEC | FT CBOE VEST U S EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER | — | 16,971.0 | $694K | 0.04% | NEW | — | $40.92 | +4.1% |
| 228 | MU | MICRON TECHNOLOGY INC COM | Technology | 2,420.0 | $691K | 0.04% | NEW | — | $285.42 | +216.0% |
| 229 | — | CNH INDL N V SHS | — | 74,554.0 | $687K | 0.04% | NEW | — | $9.22 | — |
| 230 | OBIL | US TREASURY 12 MONTH BILL ETF | — | 13,668.0 | $686K | 0.04% | NEW | — | $50.19 | -0.1% |
| 231 | QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | — | 37,995.0 | $671K | 0.04% | NEW | — | $17.67 | +1.8% |
| 232 | AEP | AMERICAN ELEC PWR CO INC COM | Utilities | 5,815.0 | $670K | 0.04% | NEW | — | $115.30 | +13.2% |
| 233 | VO | VANGUARD MID-CAP ETF | — | 2,263.0 | $657K | 0.04% | NEW | — | $290.28 | -72.9% |
| 234 | DVY | ISHARES SELECT DIVIDEND ETF | — | 4,616.0 | $652K | 0.04% | NEW | — | $141.15 | +10.4% |
| 235 | TJX | TJX COS INC NEW COM | Consumer Cyclical | 4,236.0 | $651K | 0.04% | NEW | — | $153.62 | +3.1% |
| 236 | SBUX | STARBUCKS CORP COM | Consumer Cyclical | 7,715.0 | $650K | 0.04% | NEW | — | $84.21 | +21.8% |
| 237 | LOW | LOWES COS INC COM | Consumer Cyclical | 2,656.0 | $641K | 0.04% | NEW | — | $241.16 | -9.5% |
| 238 | VICI | VICI PPTYS INC COM | Real Estate | 22,747.0 | $640K | 0.04% | NEW | — | $28.12 | +2.5% |
| 239 | — | IRIDIUM COMMUNICATIONS INC COM | — | 36,528.0 | $635K | 0.04% | NEW | — | $17.38 | — |
| 240 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | — | 5,858.0 | $625K | 0.04% | NEW | — | $106.69 | +11.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.0%
Financial Services
19.1%
Consumer Cyclical
12.1%
Communication Services
10.6%
Industrials
7.6%
Healthcare
6.3%
Consumer Defensive
4.3%
Energy
1.7%
Utilities
1.7%
Real Estate
0.7%