Portfolio (Quarterly)
Guide ↗
Jaffetilchin Investment Partners, LLC
· CIK 0001404652| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | PATH | UIPATH INC CL A | Technology | 22,326.0 | $366K | 0.02% | NEW | — | $16.39 | -25.6% |
| 322 | CEG | CONSTELLATION ENERGY CORP COM | Utilities | 1,031.0 | $364K | 0.02% | NEW | — | $353.13 | -26.2% |
| 323 | UTES | VIRTUS REAVES UTILITIES ETF | — | 4,578.0 | $361K | 0.02% | NEW | — | $78.94 | -11.5% |
| 324 | TFC | TRUIST FINL CORP COM | Financial Services | 7,340.0 | $361K | 0.02% | NEW | — | $49.21 | -4.3% |
| 325 | HACK | AMPLIFY CYBERSECURITY ETF | — | 4,477.0 | $360K | 0.02% | NEW | — | $80.37 | +48.6% |
| 326 | BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | Financial Services | 13,589.0 | $358K | 0.02% | NEW | — | $26.33 | -7.4% |
| 327 | MDLZ | MONDELEZ INTL INC CL A | Consumer Defensive | 6,579.0 | $354K | 0.02% | NEW | — | $53.83 | +11.8% |
| 328 | BROS | DUTCH BROS INC CL A | Consumer Cyclical | 5,781.0 | $354K | 0.02% | NEW | — | $61.22 | -38.4% |
| 329 | MBB | ISHARES MBS ETF | — | 3,717.0 | $354K | 0.02% | NEW | — | $95.21 | -5.8% |
| 330 | YUM | YUM BRANDS INC COM | Consumer Cyclical | 2,293.0 | $347K | 0.02% | NEW | — | $151.27 | -8.6% |
| 331 | PRU | PRUDENTIAL FINL INC COM | Financial Services | 3,055.0 | $345K | 0.02% | NEW | — | $112.86 | +2.9% |
| 332 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | — | 4,534.0 | $342K | 0.02% | NEW | — | $75.44 | +13.7% |
| 333 | SMH | VANECK SEMICONDUCTOR ETF | — | 943.0 | $340K | 0.02% | NEW | — | $360.03 | +66.8% |
| 334 | EEM | ISHARES MSCI EMERGING MARKETS ETF | — | 6,196.0 | $339K | 0.02% | NEW | — | $54.71 | +22.8% |
| 335 | VOOG | VANGUARD S&P 500 GROWTH ETF | — | 762.0 | $339K | 0.02% | NEW | — | $444.59 | -80.8% |
| 336 | ACWX | ISHARES MSCI ACWI EX U S ETF | — | 5,041.0 | $338K | 0.02% | NEW | — | $67.13 | +13.6% |
| 337 | XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | — | 2,439.0 | $338K | 0.02% | NEW | — | $138.46 | +6.0% |
| 338 | FSLR | FIRST SOLAR INC COM | Energy | 1,287.0 | $336K | 0.02% | NEW | — | $261.18 | -33.8% |
| 339 | PFFD | GLOBAL X U S PREFERRED ETF | — | 17,754.0 | $336K | 0.02% | NEW | — | $18.91 | -6.7% |
| 340 | LBRT | LIBERTY ENERGY INC COM CL A | Energy | 18,071.0 | $334K | 0.02% | NEW | — | $18.46 | +2.7% |
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
35.9%
Financial Services
19.2%
Consumer Cyclical
12.4%
Communication Services
9.0%
Industrials
7.8%
Healthcare
6.5%
Consumer Defensive
4.4%
Utilities
1.8%
Energy
1.6%
Real Estate
0.8%