Asset Manager
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Jaffetilchin Investment Partners, LLC
Market Value
$1.5B
+11.0%
Holdings
462
+22
New Purchases
65
Added To
165
Closed
40
Reduced
167
Top 10 Concentration
38.3%
Turnover
22.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVDA | 4.31% | 3.30% | +1.00% | $66M |
| MSFT | 2.67% | 2.23% | +0.44% | $41M |
| ITOT | 6.37% | 6.07% | +0.30% | $97M |
| QQQ | 2.57% | 2.28% | +0.29% | $39M |
| META | 1.65% | 1.40% | +0.24% | $25M |
| AMZN | 2.18% | 2.00% | +0.18% | $33M |
| TSLA | 1.97% | 1.80% | +0.17% | $30M |
| AVGO | 0.43% | 0.27% | +0.16% | $7M |
| ORCL | 0.17% | 0.03% | +0.15% | $3M |
| PLTR | 0.37% | 0.22% | +0.15% | $6M |
| AXON | 0.32% | 0.20% | +0.12% | $5M |
| MMSC | 0.40% | 0.28% | +0.12% | $6M |
| VTI | 4.65% | 4.54% | +0.11% | $71M |
| RDVY | 0.32% | 0.21% | +0.11% | $5M |
| JPM | 0.89% | 0.79% | +0.11% | $14M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AAPL | 4.86% | 5.85% | -0.99% | $74M |
| UNH | 0.19% | 0.48% | -0.29% | $3M |
| TFLO | 1.77% | 1.95% | -0.18% | $27M |
| PG | 0.41% | 0.59% | -0.18% | $6M |
| EMLP | 1.56% | 1.73% | -0.17% | $24M |
| PFF | 1.39% | 1.56% | -0.17% | $21M |
| SHY | 1.66% | 1.81% | -0.16% | $25M |
| BAX | 0.00% | 0.14% | -0.14% | $0 |
| VGSH | 1.40% | 1.54% | -0.14% | $21M |
| MLPA | 0.73% | 0.87% | -0.14% | $11M |
| BRK-B | 0.62% | 0.76% | -0.14% | $9M |
| DHDG | 0.00% | 0.13% | -0.13% | $0 |
| VMBS | 1.24% | 1.37% | -0.13% | $19M |
| PFE | 0.05% | 0.17% | -0.13% | $687K |
| CBRL | 0.00% | 0.12% | -0.12% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 65 | $586M | 38.5% |
| Large Cap | 233 | $688M | 45.2% |
| Mid Cap | 81 | $144M | 9.5% |
| Small Cap | 59 | $84M | 5.5% |
| Micro Cap | 24 | $21M | 1.4% |
Portfolio Analytics
Avg Market Cap
$157.7B
Median Market Cap
$27.0B
Avg P/E
34.3
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
233
# ETFs / Funds
229
Top Holdings (462 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | 6.37% | 718,201 | $97M | $135.04 | $14M | +35,658 | +5.2% | |
| 2 | AAPL | 4.86% | 361,032 | $74M | $205.17 | -$6M | -512 | -0.1% | |
| 3 | VTI | 4.65% | 233,030 | $71M | $303.93 | $8M | +6,209 | +2.7% | |
| 4 | NVDA | 4.31% | 415,123 | $66M | $157.99 | $20M | -2,939 | -0.7% | |
| 5 | SCHX | 4.11% | 2,558,273 | $63M | $24.44 | $6M | +9,004 | +0.3% | |
| 6 | VV | 3.79% | 202,141 | $58M | $285.30 | $6M | +149 | +0.1% | |
| 7 | MSFT | 2.67% | 81,713 | $41M | $497.41 | $10M | +130 | +0.2% | |
| 8 | SPTM | 2.57% | 522,108 | $39M | $74.89 | $4M | +6,140 | +1.2% | |
| 9 | QQQ | 2.57% | 70,854 | $39M | $551.64 | $8M | +4,117 | +6.2% | |
| 10 | SCHB | 2.41% | 1,539,575 | $37M | $23.83 | $4M | +24,096 | +1.6% | |
| 11 | AMZN | 2.18% | 151,617 | $33M | $219.39 | $6M | +7,083 | +4.9% | |
| 12 | TSLA | 1.97% | 94,549 | $30M | $317.66 | $5M | -965 | -1.0% | |
| 13 | DJAN | 1.93% | 728,608 | $29M | $40.34 | $2M | +6,539 | +0.9% | |
| 14 | TFLO | 1.77% | 531,336 | $27M | $50.65 | $132K | +2,705 | +0.5% | |
| 15 | SHY | 1.66% | 304,595 | $25M | $82.86 | $343K | +3,669 | +1.2% | |
| 16 | META | 1.65% | 33,955 | $25M | $738.10 | $6M | +602 | +1.8% | |
| 17 | EMLP | 1.56% | 633,498 | $24M | $37.51 | -$455 | -350 | -0.1% | |
| 18 | VGSH | 1.40% | 362,471 | $21M | $58.78 | $141K | +1,854 | +0.5% | |
| 19 | PFF | 1.39% | 691,210 | $21M | $30.68 | -$225K | -6,189 | -0.9% | |
| 20 | BSJQ | 1.26% | 823,523 | $19M | $23.33 | $323K | +8,955 | +1.1% | |
| 21 | GOOGL | 1.25% | 108,321 | $19M | $176.23 | $2M | +787 | +0.7% | |
| 22 | VMBS | 1.24% | 406,673 | $19M | $46.34 | $86K | +1,583 | +0.4% | |
| 23 | SCHD | 1.06% | 609,311 | $16M | $26.50 | $2M | +93,693 | +18.2% | |
| 24 | FTSM | 0.97% | 245,957 | $15M | $59.87 | $303K | +4,939 | +2.0% | |
| 25 | JPM | 0.89% | 46,924 | $14M | $289.91 | $3M | +2,866 | +6.5% | |
| 26 | IWB | 0.89% | 39,887 | $14M | $339.57 | $1M | +15 | +0.0% | |
| 27 | LLY | 0.89% | 17,335 | $14M | $779.52 | $1M | +2,348 | +15.7% | |
| 28 | MLPA | 0.73% | 222,177 | $11M | $50.20 | -$829K | -2,929 | -1.3% | |
| 29 | DTN | 0.66% | 89,066 | $10M | $113.06 | $331K | +368 | +0.4% | |
| 30 | GLD | 0.62% | 31,097 | $9M | $304.83 | $566K | +165 | +0.5% | |
| 31 | LMT | 0.62% | 20,425 | $9M | $463.14 | $432K | +215 | +1.1% | |
| 32 | BRK-B | 0.62% | 19,361 | $9M | $485.77 | -$964K | -109 | -0.6% | |
| 33 | IBIT | 0.61% | 152,227 | $9M | $61.21 | $2M | +1,669 | +1.1% | |
| 34 | IVV | 0.58% | 14,251 | $9M | $620.89 | $836K | -9 | -0.1% | |
| 35 | GOOG | 0.54% | 46,287 | $8M | $177.39 | $837K | -910 | -1.9% | |
| 36 | V | 0.49% | 20,996 | $7M | $355.04 | $135K | +112 | +0.5% | |
| 37 | SHOP | 0.46% | 61,003 | $7M | $115.35 | $1M | +176 | +0.3% | |
| 38 | VOO | 0.45% | 12,069 | $7M | $568.01 | $654K | +3 | +0.0% | |
| 39 | JPST | 0.43% | 130,010 | $7M | $50.68 | $132K | +2,481 | +1.9% | |
| 40 | AVGO | 0.43% | 23,767 | $7M | $275.65 | $3M | +2,015 | +9.3% | |
| 41 | PG | 0.41% | 39,290 | $6M | $159.32 | -$2M | -8,376 | -17.6% | |
| 42 | MMSC | 0.40% | 296,289 | $6M | $20.64 | $2M | +82,991 | +38.9% | |
| 43 | MA | 0.40% | 10,741 | $6M | $561.95 | $135K | -24 | -0.2% | |
| 44 | CIBR | 0.39% | 79,390 | $6M | $75.58 | $751K | -3,937 | -4.7% | |
| 45 | AIRR | 0.39% | 73,419 | $6M | $81.40 | $1M | +762 | +1.1% | |
| 46 | JNJ | 0.38% | 37,598 | $6M | $152.75 | -$277K | +1,298 | +3.6% | |
| 47 | PLTR | 0.37% | 40,909 | $6M | $136.32 | $3M | +5,221 | +14.6% | |
| 48 | XLE | 0.36% | 64,085 | $5M | $84.81 | -$501K | +565 | +0.9% | |
| 49 | TOTL | 0.35% | 131,414 | $5M | $40.11 | $2M | +38,225 | +41.0% | |
| 50 | WMT | 0.34% | 52,961 | $5M | $97.78 | $2M | +13,039 | +32.7% | |
| 51 | HD | 0.33% | 13,904 | $5M | $366.64 | $589K | +1,601 | +13.0% | |
| 52 | IYW | 0.33% | 28,900 | $5M | $173.27 | $944K | -37 | -0.1% | |
| 53 | IBM | 0.33% | 16,921 | $5M | $294.78 | $1M | +1,291 | +8.3% | |
| 54 | PANW | 0.32% | 24,052 | $5M | $204.64 | $801K | -99 | -0.4% | |
| 55 | AXON | 0.32% | 5,938 | $5M | $827.97 | $2M | +624 | +11.7% | |
| 56 | RDVY | 0.32% | 76,570 | $5M | $62.74 | $2M | +27,462 | +55.9% | |
| 57 | BA | 0.31% | 22,757 | $5M | $209.53 | $490K | -2,327 | -9.3% | |
| 58 | XLK | 0.30% | 18,218 | $5M | $253.23 | $947K | +459 | +2.6% | |
| 59 | COST | 0.30% | 4,594 | $5M | $990.00 | $484K | +297 | +6.9% | |
| 60 | DIVO | 0.30% | 106,336 | $5M | $42.55 | $186K | -79 | -0.1% | |
| 61 | AGG | 0.29% | 44,127 | $4M | $99.20 | $25K | +129 | +0.3% | |
| 62 | IJH | 0.28% | 69,282 | $4M | $62.02 | $233K | -368 | -0.5% | |
| 63 | NEE | 0.28% | 61,591 | $4M | $69.42 | -$99K | -120 | -0.2% | |
| 64 | MCD | 0.28% | 14,485 | $4M | $292.17 | -$783K | -1,571 | -9.8% | |
| 65 | ISRG | 0.27% | 7,661 | $4M | $543.41 | $298K | -143 | -1.8% | |
| 66 | GE | 0.27% | 16,081 | $4M | $257.38 | $1M | +1,970 | +14.0% | |
| 67 | BAC | 0.27% | 87,063 | $4M | $47.32 | $1M | +15,291 | +21.3% | |
| 68 | TBIL | 0.27% | 82,310 | $4M | $50.00 | -$107K | -2,108 | -2.5% | |
| 69 | SPY | 0.26% | 6,368 | $4M | $617.82 | $499K | +226 | +3.7% | |
| 70 | SKYY | 0.26% | 32,241 | $4M | $121.64 | $629K | +28 | +0.1% | |
| 71 | SOXX | 0.25% | 15,895 | $4M | $238.70 | $739K | -340 | -2.1% | |
| 72 | BX | 0.24% | 24,917 | $4M | $149.58 | $150K | -672 | -2.6% | |
| 73 | XME | 0.24% | 54,010 | $4M | $67.22 | $638K | +560 | +1.1% | |
| 74 | IXUS | 0.24% | 46,517 | $4M | $77.31 | $447K | +1,411 | +3.1% | |
| 75 | NFLX | 0.23% | 2,640 | $4M | $1,339.13 | $2M | +714 | +37.1% | |
| 76 | XLB | 0.22% | 38,894 | $3M | $87.81 | $104K | +384 | +1.0% | |
| 77 | IWM | 0.22% | 15,692 | $3M | $215.79 | $311K | +276 | +1.8% | |
| 78 | QCOM | 0.21% | 20,410 | $3M | $159.26 | -$15K | -850 | -4.0% | |
| 79 | PM | 0.21% | 17,718 | $3M | $182.13 | $710K | +1,858 | +11.7% | |
| 80 | IJR | 0.21% | 28,775 | $3M | $109.29 | $224K | +845 | +3.0% | |
| 81 | JCI | 0.21% | 29,771 | $3M | $105.62 | $732K | -349 | -1.2% | |
| 82 | JEPI | 0.20% | 53,824 | $3M | $56.85 | $183K | +3,483 | +6.9% | |
| 83 | RTX | 0.20% | 20,901 | $3M | $146.02 | $712K | +3,236 | +18.3% | |
| 84 | CAT | 0.20% | 7,830 | $3M | $388.21 | -$495K | -2,886 | -26.9% | |
| 85 | AMLP | 0.20% | 61,191 | $3M | $48.86 | -$104K | +1,619 | +2.7% | |
| 86 | KO | 0.20% | 42,055 | $3M | $70.75 | -$76K | -545 | -1.3% | |
| 87 | UNH | 0.19% | 9,342 | $3M | $311.98 | -$4M | -3,255 | -25.8% | |
| 88 | CSCO | 0.19% | 41,757 | $3M | $69.38 | $694K | +6,051 | +16.9% | |
| 89 | DIS | 0.19% | 23,006 | $3M | $124.01 | -$380K | -9,752 | -29.8% | |
| 90 | QUAL | 0.19% | 15,482 | $3M | $182.82 | $144K | -239 | -1.5% | |
| 91 | T | 0.18% | 92,712 | $3M | $28.94 | $54K | -269 | -0.3% | |
| 92 | XOP | 0.17% | 21,151 | $3M | $125.80 | -$531K | -3,081 | -12.7% | |
| 93 | ORCL | 0.17% | 12,038 | $3M | $218.63 | $2M | +9,580 | +389.8% | |
| 94 | GEV | 0.17% | 4,920 | $3M | $529.13 | $1M | -23 | -0.5% | |
| 95 | IEMG | 0.16% | 41,618 | $2M | $60.03 | $287K | +647 | +1.6% | |
| 96 | RSP | 0.16% | 13,741 | $2M | $181.75 | $2M | +8,336 | +154.2% | |
| 97 | LNC | 0.16% | 71,883 | $2M | $34.60 | -$139K | -1,254 | -1.7% | |
| 98 | SPSM | 0.16% | 57,920 | $2M | $42.60 | $96K | -271 | -0.5% | |
| 99 | FTCS | 0.16% | 26,991 | $2M | $90.89 | $77K | +486 | +1.8% | |
| 100 | VZ | 0.16% | 55,906 | $2M | $43.27 | -$154K | -815 | -1.4% |