Portfolio (Quarterly)
Guide ↗
Jaffetilchin Investment Partners, LLC
· CIK 0001404652| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | — | 582.0 | $406K | 0.02% | -8.0 | -1.4% | $697.88 | -82.1% |
| 122 | FJUN | FT VEST U S EQUITY BUFFER ETF - JUNE | — | 7,100.0 | $401K | 0.02% | -2K | -26.0% | $56.50 | +8.4% |
| 123 | DVN | DEVON ENERGY CORP NEW COM | Energy | 7,676.0 | $386K | 0.02% | -1K | -13.2% | $50.32 | -7.1% |
| 124 | RF | REGIONS FINANCIAL CORP NEW COM | Financial Services | 14,410.0 | $376K | 0.02% | -909.0 | -5.9% | $26.12 | +4.4% |
| 125 | CRWV | COREWEAVE INC COM CL A | Technology | 4,842.0 | $375K | 0.02% | -650.0 | -11.8% | $77.47 | +9.8% |
| 126 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | — | 1,494.0 | $372K | 0.02% | -18.0 | -1.2% | $248.80 | +18.4% |
| 127 | D | DOMINION ENERGY INC COM | Utilities | 5,943.0 | $367K | 0.02% | -698.0 | -10.5% | $61.82 | -2.5% |
| 128 | AMAT | APPLIED MATLS INC COM | Technology | 1,057.0 | $361K | 0.02% | -30.0 | -2.8% | $341.73 | +42.4% |
| 129 | NUE | NUCOR CORP COM | Basic Materials | 2,117.0 | $358K | 0.02% | -259.0 | -10.9% | $169.09 | +44.6% |
| 130 | FRI | FIRST TRUST S&P REIT INDEX FUND | — | 12,421.0 | $354K | 0.02% | -3K | -18.2% | $28.46 | +4.8% |
| 131 | UAMY | UNITED STATES ANTIMONY CORP COM | Basic Materials | 40,348.0 | $352K | 0.02% | -6K | -13.3% | $8.73 | -51.2% |
| 132 | MDLZ | MONDELEZ INTL INC CL A | Consumer Defensive | 6,046.0 | $348K | 0.02% | -533.0 | -8.1% | $57.64 | +4.4% |
| 133 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | — | 3,443.0 | $346K | 0.02% | -621.0 | -15.3% | $100.57 | +0.0% |
| 134 | ZTS | ZOETIS INC CL A | Healthcare | 2,882.0 | $341K | 0.02% | -444.0 | -13.3% | $118.20 | -39.6% |
| 135 | ANET | ARISTA NETWORKS INC COM SHS | Technology | 2,627.0 | $322K | 0.02% | -347.0 | -11.7% | $122.76 | +66.9% |
| 136 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Technology | 818.0 | $320K | 0.02% | -50.0 | -5.8% | $391.78 | +135.2% |
| 137 | — | CLOUGH SELECT EQUITY ETF | — | 7,571.0 | $302K | 0.02% | -2K | -19.8% | $39.83 | — |
| 138 | LBRT | LIBERTY ENERGY INC COM CL A | Energy | 10,268.0 | $296K | 0.02% | -8K | -43.2% | $28.80 | -34.2% |
| 139 | VOOG | VANGUARD S&P 500 GROWTH ETF | — | 724.0 | $295K | 0.02% | -38.0 | -5.0% | $407.69 | -79.0% |
| 140 | PRU | PRUDENTIAL FINL INC COM | Financial Services | 2,986.0 | $292K | 0.02% | -69.0 | -2.3% | $97.68 | +18.9% |
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
34.0%
Financial Services
18.0%
Consumer Cyclical
11.8%
Industrials
9.2%
Communication Services
8.8%
Healthcare
6.5%
Consumer Defensive
5.0%
Energy
2.6%
Utilities
2.1%
Basic Materials
1.2%