Asset Manager
← All Institutions
Jaffetilchin Investment Partners, LLC
Market Value
$1.7B
+9.4%
Holdings
463
New Purchases
40
Added To
187
Closed
31
Reduced
176
Top 10 Concentration
38.5%
Turnover
15.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| TSLA | 2.46% | 1.97% | +0.49% | $41M |
| AAPL | 5.28% | 4.86% | +0.42% | $88M |
| GOOGL | 1.57% | 1.25% | +0.31% | $26M |
| MJ | 0.25% | 0.13% | +0.12% | $4M |
| FCOR | 0.17% | 0.05% | +0.12% | $3M |
| GOOG | 0.65% | 0.54% | +0.11% | $11M |
| SHOP | 0.54% | 0.46% | +0.08% | $9M |
| PLTR | 0.44% | 0.37% | +0.07% | $7M |
| AVGO | 0.50% | 0.43% | +0.07% | $8M |
| CAVA | 0.09% | 0.03% | +0.06% | $2M |
| XME | 0.30% | 0.24% | +0.06% | $5M |
| GVAL | 0.10% | 0.04% | +0.06% | $2M |
| DAL | 0.14% | 0.09% | +0.05% | $2M |
| GPZ | 0.05% | 0.00% | +0.05% | $848K |
| TOTL | 0.40% | 0.35% | +0.05% | $7M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AMZN | 1.96% | 2.18% | -0.22% | $33M |
| META | 1.47% | 1.65% | -0.18% | $24M |
| MSFT | 2.52% | 2.67% | -0.15% | $42M |
| FTSM | 0.88% | 0.97% | -0.08% | $15M |
| AXON | 0.24% | 0.32% | -0.08% | $4M |
| ISRG | 0.20% | 0.27% | -0.08% | $3M |
| BRK-B | 0.55% | 0.62% | -0.07% | $9M |
| EMLP | 1.49% | 1.56% | -0.07% | $25M |
| DOW | 0.01% | 0.08% | -0.07% | $232K |
| DJAN | 1.86% | 1.93% | -0.07% | $31M |
| IBM | 0.26% | 0.33% | -0.07% | $4M |
| KNG | 0.04% | 0.10% | -0.06% | $650K |
| PG | 0.35% | 0.41% | -0.06% | $6M |
| PM | 0.15% | 0.21% | -0.06% | $3M |
| V | 0.43% | 0.49% | -0.06% | $7M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 67 | $649M | 39.0% |
| Large Cap | 231 | $732M | 44.0% |
| Mid Cap | 78 | $166M | 10.0% |
| Small Cap | 61 | $96M | 5.7% |
| Micro Cap | 26 | $23M | 1.4% |
Portfolio Analytics
Avg Market Cap
$167.4B
Median Market Cap
$28.0B
Avg P/E
30.7
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
231
# ETFs / Funds
232
Top Holdings (463 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | 6.35% | 725,617 | $106M | $145.65 | $9M | +7,416 | +1.0% | |
| 2 | AAPL | 5.28% | 345,481 | $88M | $254.63 | $14M | -15,551 | -4.3% | |
| 3 | VTI | 4.60% | 233,596 | $77M | $328.17 | $6M | +566 | +0.2% | |
| 4 | NVDA | 4.36% | 388,789 | $73M | $186.58 | $7M | -26,334 | -6.3% | |
| 5 | SCHX | 4.05% | 2,563,178 | $68M | $26.34 | $5M | +4,905 | +0.2% | |
| 6 | VV | 3.75% | 202,622 | $62M | $307.86 | $5M | +481 | +0.2% | |
| 7 | QQQ | 2.58% | 71,444 | $43M | $600.37 | $4M | +590 | +0.8% | |
| 8 | SPTM | 2.54% | 523,934 | $42M | $80.65 | $3M | +1,826 | +0.3% | |
| 9 | MSFT | 2.52% | 80,899 | $42M | $517.95 | $1M | -814 | -1.0% | |
| 10 | TSLA | 2.46% | 92,234 | $41M | $444.72 | $11M | -2,315 | -2.5% | |
| 11 | SCHB | 2.38% | 1,544,520 | $40M | $25.71 | $3M | +4,945 | +0.3% | |
| 12 | AMZN | 1.96% | 148,862 | $33M | $219.57 | -$578K | -2,755 | -1.8% | |
| 13 | DJAN | 1.86% | 735,946 | $31M | $42.14 | $2M | +7,338 | +1.0% | |
| 14 | TFLO | 1.72% | 566,045 | $29M | $50.59 | $2M | +34,709 | +6.5% | |
| 15 | SHY | 1.64% | 328,475 | $27M | $82.96 | $2M | +23,880 | +7.8% | |
| 16 | GOOGL | 1.57% | 107,235 | $26M | $243.10 | $7M | -1,086 | -1.0% | |
| 17 | EMLP | 1.49% | 648,081 | $25M | $38.29 | $1M | +14,583 | +2.3% | |
| 18 | META | 1.47% | 33,324 | $24M | $734.38 | -$590K | -631 | -1.9% | |
| 19 | PFF | 1.43% | 752,709 | $24M | $31.62 | $3M | +61,499 | +8.9% | |
| 20 | VGSH | 1.37% | 388,182 | $23M | $58.85 | $2M | +25,711 | +7.1% | |
| 21 | BSJQ | 1.25% | 889,853 | $21M | $23.40 | $2M | +66,330 | +8.1% | |
| 22 | VMBS | 1.22% | 432,791 | $20M | $46.96 | $1M | +26,118 | +6.4% | |
| 23 | SCHD | 1.05% | 638,518 | $17M | $27.30 | $1M | +29,207 | +4.8% | |
| 24 | FTSM | 0.88% | 245,612 | $15M | $59.91 | -$11K | -345 | -0.1% | |
| 25 | JPM | 0.88% | 46,511 | $15M | $315.43 | $1M | -413 | -0.9% | |
| 26 | IWB | 0.88% | 39,984 | $15M | $365.48 | $1M | +97 | +0.2% | |
| 27 | LLY | 0.87% | 18,988 | $14M | $763.01 | $975K | +1,653 | +9.5% | |
| 28 | MLPA | 0.68% | 235,254 | $11M | $48.42 | $238K | +13,077 | +5.9% | |
| 29 | GLD | 0.66% | 30,996 | $11M | $355.47 | $2M | -101 | -0.3% | |
| 30 | GOOG | 0.65% | 44,665 | $11M | $243.55 | $3M | -1,622 | -3.5% | |
| 31 | LMT | 0.63% | 21,147 | $11M | $499.21 | $1M | +722 | +3.5% | |
| 32 | DTN | 0.61% | 89,434 | $10M | $114.28 | $150K | +368 | +0.4% | |
| 33 | IBIT | 0.59% | 151,986 | $10M | $65.00 | $561K | -241 | -0.2% | |
| 34 | IVV | 0.57% | 14,209 | $10M | $669.30 | $662K | -42 | -0.3% | |
| 35 | BRK-B | 0.55% | 18,082 | $9M | $502.75 | -$314K | -1,279 | -6.6% | |
| 36 | SHOP | 0.54% | 60,996 | $9M | $148.61 | $2M | -7 | -0.0% | |
| 37 | AVGO | 0.50% | 25,187 | $8M | $329.91 | $2M | +1,420 | +6.0% | |
| 38 | VOO | 0.44% | 11,872 | $7M | $612.40 | $415K | -197 | -1.6% | |
| 39 | PLTR | 0.44% | 39,801 | $7M | $182.42 | $2M | -1,108 | -2.7% | |
| 40 | V | 0.43% | 20,949 | $7M | $341.37 | -$303K | -47 | -0.2% | |
| 41 | AIRR | 0.42% | 72,758 | $7M | $96.68 | $1M | -661 | -0.9% | |
| 42 | JNJ | 0.42% | 37,568 | $7M | $185.42 | $1M | -30 | -0.1% | |
| 43 | MMSC | 0.41% | 296,719 | $7M | $23.26 | $786K | +430 | +0.1% | |
| 44 | TOTL | 0.40% | 162,981 | $7M | $40.57 | $1M | +31,567 | +24.0% | |
| 45 | JPST | 0.39% | 127,892 | $6M | $50.73 | -$101K | -2,118 | -1.6% | |
| 46 | CIBR | 0.36% | 79,569 | $6M | $76.01 | $48K | +179 | +0.2% | |
| 47 | MA | 0.36% | 10,613 | $6M | $568.80 | $675 | -128 | -1.2% | |
| 48 | PG | 0.35% | 37,925 | $6M | $153.65 | -$433K | -1,365 | -3.5% | |
| 49 | XLE | 0.34% | 64,069 | $6M | $89.34 | $289K | -16 | -0.0% | |
| 50 | IYW | 0.34% | 28,901 | $6M | $195.86 | $653K | +1 | — | |
| 51 | WMT | 0.34% | 54,509 | $6M | $103.06 | $439K | +1,548 | +2.9% | |
| 52 | HD | 0.33% | 13,512 | $5M | $405.20 | $377K | -392 | -2.8% | |
| 53 | RDVY | 0.33% | 80,485 | $5M | $67.26 | $609K | +3,915 | +5.1% | |
| 54 | PANW | 0.30% | 24,930 | $5M | $203.62 | $154K | +878 | +3.6% | |
| 55 | XLK | 0.30% | 17,914 | $5M | $281.86 | $436K | -304 | -1.7% | |
| 56 | GE | 0.30% | 16,480 | $5M | $300.82 | $819K | +399 | +2.5% | |
| 57 | XME | 0.30% | 53,195 | $5M | $93.19 | $1M | -815 | -1.5% | |
| 58 | BA | 0.30% | 22,927 | $5M | $215.83 | $180K | +170 | +0.8% | |
| 59 | DIVO | 0.29% | 107,970 | $5M | $44.57 | $288K | +1,634 | +1.5% | |
| 60 | TBIL | 0.28% | 92,639 | $5M | $50.00 | $517K | +10,329 | +12.6% | |
| 61 | BAC | 0.28% | 89,231 | $5M | $51.59 | $484K | +2,168 | +2.5% | |
| 62 | IJH | 0.27% | 69,846 | $5M | $65.26 | $261K | +564 | +0.8% | |
| 63 | NEE | 0.27% | 60,222 | $5M | $75.49 | $270K | -1,369 | -2.2% | |
| 64 | AGG | 0.27% | 44,274 | $4M | $100.25 | $61K | +147 | +0.3% | |
| 65 | MCD | 0.26% | 14,365 | $4M | $303.88 | $133K | -120 | -0.8% | |
| 66 | IBM | 0.26% | 15,391 | $4M | $282.16 | -$645K | -1,530 | -9.0% | |
| 67 | SKYY | 0.26% | 32,216 | $4M | $134.42 | $409K | -25 | -0.1% | |
| 68 | COST | 0.26% | 4,613 | $4M | $925.68 | -$278K | +19 | +0.4% | |
| 69 | SPY | 0.26% | 6,376 | $4M | $666.13 | $313K | +8 | +0.1% | |
| 70 | MJ | 0.25% | 110,197 | $4M | $37.38 | $2M | +22 | +0.0% | |
| 71 | SOXX | 0.25% | 15,110 | $4M | $271.12 | $303K | -785 | -4.9% | |
| 72 | BX | 0.25% | 23,937 | $4M | $170.85 | $363K | -980 | -3.9% | |
| 73 | AXON | 0.24% | 5,595 | $4M | $717.67 | -$901K | -343 | -5.8% | |
| 74 | IXUS | 0.23% | 47,173 | $4M | $82.58 | $299K | +656 | +1.4% | |
| 75 | IJR | 0.23% | 32,215 | $4M | $118.83 | $683K | +3,440 | +11.9% | |
| 76 | IWM | 0.23% | 15,730 | $4M | $241.95 | $420K | +38 | +0.2% | |
| 77 | CAT | 0.22% | 7,765 | $4M | $477.14 | $665K | -65 | -0.8% | |
| 78 | RTX | 0.22% | 21,747 | $4M | $167.33 | $587K | +846 | +4.0% | |
| 79 | UNH | 0.22% | 10,392 | $4M | $345.28 | $674K | +1,050 | +11.2% | |
| 80 | XLB | 0.21% | 39,281 | $4M | $89.62 | $105K | +387 | +1.0% | |
| 81 | ISRG | 0.20% | 7,325 | $3M | $447.23 | -$887K | -336 | -4.4% | |
| 82 | QCOM | 0.20% | 19,580 | $3M | $166.36 | $7K | -830 | -4.1% | |
| 83 | NFLX | 0.20% | 2,715 | $3M | $1,198.92 | -$280K | +75 | +2.8% | |
| 84 | JEPI | 0.19% | 56,125 | $3M | $57.10 | $145K | +2,301 | +4.3% | |
| 85 | JCI | 0.19% | 28,581 | $3M | $109.95 | -$2K | -1,190 | -4.0% | |
| 86 | ORCL | 0.18% | 10,857 | $3M | $281.23 | $421K | -1,181 | -9.8% | |
| 87 | RSP | 0.18% | 15,695 | $3M | $189.70 | $480K | +1,954 | +14.2% | |
| 88 | QUAL | 0.18% | 15,223 | $3M | $194.50 | $130K | -259 | -1.7% | |
| 89 | GEV | 0.18% | 4,801 | $3M | $614.94 | $349K | -119 | -2.4% | |
| 90 | AGZ | 0.18% | 26,441 | $3M | $110.37 | $614K | +5,439 | +25.9% | |
| 91 | AMLP | 0.17% | 61,434 | $3M | $46.93 | -$107K | +243 | +0.4% | |
| 92 | XOP | 0.17% | 21,572 | $3M | $132.20 | $191K | +421 | +2.0% | |
| 93 | FCOR | 0.17% | 58,972 | $3M | $48.00 | $2M | +41,523 | +238.0% | |
| 94 | KO | 0.17% | 42,315 | $3M | $66.32 | -$169K | +260 | +0.6% | |
| 95 | IEMG | 0.17% | 42,072 | $3M | $65.92 | $275K | +454 | +1.1% | |
| 96 | LNC | 0.17% | 68,652 | $3M | $40.33 | $282K | -3,231 | -4.5% | |
| 97 | SPSM | 0.16% | 58,146 | $3M | $46.32 | $226K | +226 | +0.4% | |
| 98 | FTCS | 0.16% | 28,220 | $3M | $93.64 | $189K | +1,229 | +4.5% | |
| 99 | PM | 0.15% | 15,516 | $3M | $162.20 | -$710K | -2,202 | -12.4% | |
| 100 | T | 0.15% | 88,835 | $3M | $28.24 | -$174K | -3,877 | -4.2% |