Portfolio (Quarterly)
Guide ↗
Jaffetilchin Investment Partners, LLC
· CIK 0001404652| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | Financial Services | 8,052.0 | $301K | 0.02% | — | — | $37.44 | -6.2% |
| 362 | HLAL | WAHED FTSE USA SHARIAH ETF | — | 5,070.0 | $301K | 0.02% | NEW | — | $59.32 | +26.1% |
| 363 | LBRT | LIBERTY ENERGY INC COM CL A | Energy | 10,268.0 | $296K | 0.02% | -8K | -43.2% | $28.80 | -34.2% |
| 364 | VOOG | VANGUARD S&P 500 GROWTH ETF | — | 724.0 | $295K | 0.02% | -38.0 | -5.0% | $407.69 | -79.0% |
| 365 | SCHP | SCHWAB US TIPS ETF | — | 11,011.0 | $293K | 0.02% | — | — | $26.61 | -5.4% |
| 366 | PRU | PRUDENTIAL FINL INC COM | Financial Services | 2,986.0 | $292K | 0.02% | -69.0 | -2.3% | $97.68 | +18.9% |
| 367 | SMH | VANECK SEMICONDUCTOR ETF | — | 757.0 | $290K | 0.02% | -186.0 | -19.7% | $383.30 | +56.6% |
| 368 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | — | 3,070.0 | $289K | 0.02% | +117.0 | +4.0% | $94.25 | +8.9% |
| 369 | MJ | AMPLIFY ALTERNATIVE HARVEST ETF | — | 12,535.0 | $289K | 0.02% | -97K | -88.5% | $23.02 | +18.1% |
| 370 | DKNG | DRAFTKINGS INC NEW COM CL A | Consumer Cyclical | 13,303.0 | $288K | 0.02% | -1K | -9.6% | $21.62 | -2.1% |
| 371 | ABT | ABBOTT LABORATORIES COM | Healthcare | 2,768.0 | $284K | 0.02% | +504.0 | +22.3% | $102.68 | -1.7% |
| 372 | LIN | LINDE PLC SHS | Basic Materials | 573.0 | $284K | 0.02% | NEW | — | $495.70 | -4.8% |
| 373 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | Financial Services | 456.0 | $282K | 0.02% | NEW | — | $617.40 | +7.1% |
| 374 | HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | — | 11,293.0 | $280K | 0.02% | — | — | $24.80 | -5.4% |
| 375 | NEXT | NEXTDECADE CORP COM | Energy | 36,539.0 | $280K | 0.02% | -80K | -68.6% | $7.66 | -14.4% |
| 376 | BROS | DUTCH BROS INC CL A | Consumer Cyclical | 5,511.0 | $279K | 0.02% | -270.0 | -4.7% | $50.66 | -25.5% |
| 377 | LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | Basic Materials | 3,461.0 | $279K | 0.02% | NEW | — | $80.56 | -27.7% |
| 378 | IBTO | ISHARES IBONDS DEC 2033 TERM TREASURY ETF | — | 11,417.0 | $278K | 0.02% | +75.0 | +0.7% | $24.39 | -5.6% |
| 379 | — | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | — | 12,054.0 | $276K | 0.02% | +74.0 | +0.6% | $22.93 | — |
| 380 | MGV | VANGUARD MEGA CAP VALUE ETF | — | 1,898.0 | $275K | 0.02% | NEW | — | $144.97 | +12.4% |
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%