Asset Manager
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Jaffetilchin Investment Partners, LLC
Market Value
$1.7B
+2.3%
Holdings
474
+13
New Purchases
44
Added To
214
Closed
29
Reduced
169
Top 10 Concentration
38.3%
Turnover
15.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GOOGL | 1.97% | 1.57% | +0.41% | $34M |
| LLY | 1.18% | 0.87% | +0.31% | $20M |
| RKLB | 0.23% | 0.05% | +0.18% | $4M |
| FCOR | 0.33% | 0.17% | +0.16% | $6M |
| AAPL | 5.43% | 5.28% | +0.15% | $92M |
| GOOG | 0.79% | 0.65% | +0.14% | $13M |
| TOTL | 0.53% | 0.40% | +0.13% | $9M |
| ITOT | 6.45% | 6.35% | +0.10% | $110M |
| UPS | 0.11% | 0.03% | +0.08% | $2M |
| KHC | 0.08% | 0.00% | +0.08% | $1M |
| SHOP | 0.62% | 0.54% | +0.07% | $11M |
| CSCO | 0.21% | 0.15% | +0.06% | $4M |
| JPST | 0.45% | 0.39% | +0.06% | $8M |
| JNJ | 0.48% | 0.42% | +0.06% | $8M |
| GLD | 0.72% | 0.66% | +0.05% | $12M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVDA | 4.03% | 4.36% | -0.32% | $69M |
| MSFT | 2.24% | 2.52% | -0.28% | $38M |
| META | 1.28% | 1.47% | -0.19% | $22M |
| AGG | 0.09% | 0.27% | -0.17% | $2M |
| IBIT | 0.45% | 0.59% | -0.14% | $8M |
| ABNB | 0.00% | 0.13% | -0.13% | $0 |
| BA | 0.18% | 0.30% | -0.12% | $3M |
| TSLA | 2.35% | 2.46% | -0.12% | $40M |
| CAVA | 0.00% | 0.09% | -0.09% | $0 |
| ARKW | 0.02% | 0.10% | -0.08% | $374K |
| PLTR | 0.37% | 0.44% | -0.06% | $6M |
| EMLP | 1.43% | 1.49% | -0.06% | $24M |
| PANW | 0.25% | 0.30% | -0.06% | $4M |
| AXON | 0.18% | 0.24% | -0.06% | $3M |
| MJ | 0.19% | 0.25% | -0.06% | $3M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 64 | $669M | 39.3% |
| Large Cap | 237 | $751M | 44.1% |
| Mid Cap | 89 | $163M | 9.6% |
| Small Cap | 53 | $96M | 5.6% |
| Micro Cap | 31 | $24M | 1.4% |
Portfolio Analytics
Avg Market Cap
$154.8B
Median Market Cap
$25.6B
Avg P/E
35.3
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
226
# ETFs / Funds
248
Top Holdings (474 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | 6.45% | 738,358 | $110M | $148.69 | $4M | +12,741 | +1.8% | |
| 2 | AAPL | 5.43% | 340,107 | $92M | $271.86 | $4M | -5,374 | -1.6% | |
| 3 | VTI | 4.63% | 235,463 | $79M | $335.27 | $2M | +1,867 | +0.8% | |
| 4 | SCHX | 4.06% | 2,570,082 | $69M | $26.91 | $2M | +6,904 | +0.3% | |
| 5 | NVDA | 4.03% | 368,226 | $69M | $186.50 | -$4M | -20,563 | -5.3% | |
| 6 | VV | 3.76% | 203,639 | $64M | $314.80 | $2M | +1,017 | +0.5% | |
| 7 | QQQ | 2.62% | 72,775 | $45M | $614.31 | $2M | +1,331 | +1.9% | |
| 8 | SPTM | 2.55% | 527,419 | $44M | $82.50 | $1M | +3,485 | +0.7% | |
| 9 | SCHB | 2.38% | 1,546,021 | $41M | $26.23 | $843K | +1,501 | +0.1% | |
| 10 | TSLA | 2.35% | 88,915 | $40M | $449.72 | -$1M | -3,319 | -3.6% | |
| 11 | MSFT | 2.24% | 78,804 | $38M | $483.62 | -$4M | -2,095 | -2.6% | |
| 12 | GOOGL | 1.97% | 107,345 | $34M | $313.00 | $8M | +110 | +0.1% | |
| 13 | AMZN | 1.96% | 144,445 | $33M | $230.82 | $655K | -4,417 | -3.0% | |
| 14 | DJAN | 1.90% | 743,937 | $32M | $43.42 | $1M | +7,991 | +1.1% | |
| 15 | TFLO | 1.69% | 569,683 | $29M | $50.46 | $110K | +3,638 | +0.6% | |
| 16 | SHY | 1.63% | 335,126 | $28M | $82.82 | $505K | +6,651 | +2.0% | |
| 17 | EMLP | 1.43% | 642,765 | $24M | $37.87 | -$473K | -5,316 | -0.8% | |
| 18 | PFF | 1.39% | 763,604 | $24M | $30.96 | -$159K | +10,895 | +1.4% | |
| 19 | VGSH | 1.36% | 395,712 | $23M | $58.73 | $396K | +7,530 | +1.9% | |
| 20 | META | 1.28% | 33,104 | $22M | $660.08 | -$3M | -220 | -0.7% | |
| 21 | BSJQ | 1.24% | 906,565 | $21M | $23.34 | $332K | +16,712 | +1.9% | |
| 22 | VMBS | 1.22% | 440,664 | $21M | $47.08 | $423K | +7,873 | +1.8% | |
| 23 | LLY | 1.18% | 18,675 | $20M | $1,074.69 | $6M | -313 | -1.6% | |
| 24 | SCHD | 1.05% | 652,905 | $18M | $27.43 | $478K | +14,387 | +2.2% | |
| 25 | FTSM | 0.92% | 260,457 | $16M | $59.93 | $895K | +14,845 | +6.0% | |
| 26 | IWB | 0.88% | 40,168 | $15M | $373.44 | $387K | +184 | +0.5% | |
| 27 | JPM | 0.88% | 46,350 | $15M | $322.22 | $264K | -161 | -0.3% | |
| 28 | GOOG | 0.79% | 42,887 | $13M | $313.80 | $3M | -1,778 | -4.0% | |
| 29 | GLD | 0.72% | 30,770 | $12M | $396.31 | $1M | -226 | -0.7% | |
| 30 | MLPA | 0.65% | 230,065 | $11M | $48.41 | -$254K | -5,189 | -2.2% | |
| 31 | SHOP | 0.62% | 65,304 | $11M | $160.97 | $1M | +4,308 | +7.1% | |
| 32 | DTN | 0.61% | 89,862 | $10M | $114.98 | $112K | +428 | +0.5% | |
| 33 | LMT | 0.59% | 20,704 | $10M | $483.67 | -$543K | -443 | -2.1% | |
| 34 | IVV | 0.58% | 14,479 | $10M | $684.92 | $407K | +270 | +1.9% | |
| 35 | BRK-B | 0.56% | 18,813 | $9M | $502.64 | $366K | +731 | +4.0% | |
| 36 | TOTL | 0.53% | 222,459 | $9M | $40.25 | $2M | +59,478 | +36.5% | |
| 37 | AVGO | 0.49% | 24,202 | $8M | $346.10 | $67K | -985 | -3.9% | |
| 38 | JNJ | 0.48% | 39,176 | $8M | $206.95 | $1M | +1,608 | +4.3% | |
| 39 | IBIT | 0.45% | 154,866 | $8M | $49.65 | -$2M | +2,880 | +1.9% | |
| 40 | JPST | 0.45% | 151,854 | $8M | $50.59 | $1M | +23,962 | +18.7% | |
| 41 | VOO | 0.43% | 11,715 | $7M | $627.14 | $76K | -157 | -1.3% | |
| 42 | V | 0.43% | 20,940 | $7M | $350.71 | $193K | -9 | -0.0% | |
| 43 | MMSC | 0.42% | 299,412 | $7M | $23.94 | $267K | +2,693 | +0.9% | |
| 44 | AIRR | 0.42% | 72,734 | $7M | $98.32 | $117K | -24 | -0.0% | |
| 45 | PLTR | 0.37% | 35,679 | $6M | $177.75 | -$919K | -4,122 | -10.4% | |
| 46 | WMT | 0.36% | 55,374 | $6M | $111.41 | $551K | +865 | +1.6% | |
| 47 | MA | 0.35% | 10,442 | $6M | $570.86 | -$76K | -171 | -1.6% | |
| 48 | IYW | 0.34% | 28,900 | $6M | $199.68 | $110K | -1 | — | |
| 49 | XLE | 0.34% | 129,057 | $6M | $44.71 | $46K | +64,988 | +101.4% | |
| 50 | RDVY | 0.34% | 82,324 | $6M | $69.47 | $306K | +1,839 | +2.3% | |
| 51 | FCOR | 0.33% | 117,716 | $6M | $47.83 | $3M | +58,744 | +99.6% | |
| 52 | CIBR | 0.33% | 78,603 | $6M | $71.45 | -$432K | -966 | -1.2% | |
| 53 | XME | 0.32% | 53,178 | $6M | $103.61 | $553K | -17 | -0.0% | |
| 54 | PG | 0.31% | 36,283 | $5M | $143.31 | -$627K | -1,642 | -4.3% | |
| 55 | TBIL | 0.29% | 100,353 | $5M | $49.88 | $374K | +7,714 | +8.3% | |
| 56 | XLK | 0.29% | 34,753 | $5M | $143.97 | -$46K | +16,839 | +94.0% | |
| 57 | BAC | 0.29% | 90,069 | $5M | $55.00 | $350K | +838 | +0.9% | |
| 58 | IBM | 0.29% | 16,661 | $5M | $296.22 | $592K | +1,270 | +8.2% | |
| 59 | SPY | 0.28% | 7,119 | $5M | $681.87 | $607K | +743 | +11.7% | |
| 60 | DIVO | 0.28% | 109,039 | $5M | $44.50 | $40K | +1,069 | +1.0% | |
| 61 | NEE | 0.28% | 59,462 | $5M | $80.28 | $227K | -760 | -1.3% | |
| 62 | HD | 0.28% | 13,637 | $5M | $344.09 | -$783K | +125 | +0.9% | |
| 63 | GE | 0.27% | 15,087 | $5M | $308.03 | -$310K | -1,393 | -8.4% | |
| 64 | IJH | 0.27% | 69,877 | $5M | $66.00 | $54K | +31 | +0.0% | |
| 65 | CAT | 0.26% | 7,691 | $4M | $572.88 | $701K | -74 | -0.9% | |
| 66 | BX | 0.26% | 28,397 | $4M | $154.14 | $288K | +4,460 | +18.6% | |
| 67 | SOXX | 0.25% | 14,366 | $4M | $301.16 | $230K | -744 | -4.9% | |
| 68 | MCD | 0.25% | 13,982 | $4M | $305.64 | -$92K | -383 | -2.7% | |
| 69 | PANW | 0.25% | 22,833 | $4M | $184.20 | -$870K | -2,097 | -8.4% | |
| 70 | SKYY | 0.25% | 32,208 | $4M | $130.08 | -$141K | -8 | -0.0% | |
| 71 | IXUS | 0.25% | 49,482 | $4M | $84.64 | $293K | +2,309 | +4.9% | |
| 72 | RTX | 0.24% | 22,404 | $4M | $183.40 | $470K | +657 | +3.0% | |
| 73 | COST | 0.24% | 4,748 | $4M | $862.43 | -$175K | +135 | +2.9% | |
| 74 | ISRG | 0.24% | 7,150 | $4M | $566.36 | $774K | -175 | -2.4% | |
| 75 | IJR | 0.24% | 33,611 | $4M | $120.18 | $211K | +1,396 | +4.3% | |
| 76 | RKLB | 0.23% | 56,954 | $4M | $69.76 | $3M | +37,910 | +199.1% | |
| 77 | IWM | 0.23% | 15,786 | $4M | $246.16 | $80K | +56 | +0.4% | |
| 78 | UNH | 0.22% | 11,218 | $4M | $330.11 | $115K | +826 | +8.0% | |
| 79 | XLB | 0.21% | 79,671 | $4M | $45.35 | $93K | +40,390 | +102.8% | |
| 80 | CSCO | 0.21% | 46,788 | $4M | $77.03 | $1M | +10,244 | +28.0% | |
| 81 | AGZ | 0.21% | 32,505 | $4M | $110.25 | $665K | +6,064 | +22.9% | |
| 82 | JEPI | 0.20% | 59,427 | $3M | $57.24 | $197K | +3,302 | +5.9% | |
| 83 | JCI | 0.20% | 28,260 | $3M | $119.75 | $242K | -321 | -1.1% | |
| 84 | QCOM | 0.19% | 19,297 | $3M | $171.05 | $43K | -283 | -1.4% | |
| 85 | MJ | 0.19% | 109,124 | $3M | $29.79 | -$868K | -1,073 | -1.0% | |
| 86 | KO | 0.19% | 45,887 | $3M | $69.91 | $402K | +3,572 | +8.4% | |
| 87 | RSP | 0.18% | 16,406 | $3M | $191.56 | $165K | +711 | +4.5% | |
| 88 | AXON | 0.18% | 5,505 | $3M | $567.88 | -$889K | -90 | -1.6% | |
| 89 | LNC | 0.18% | 67,917 | $3M | $44.53 | $256K | -735 | -1.1% | |
| 90 | IEMG | 0.18% | 44,581 | $3M | $67.22 | $223K | +2,509 | +6.0% | |
| 91 | QUAL | 0.18% | 15,068 | $3M | $198.62 | $32K | -155 | -1.0% | |
| 92 | BA | 0.18% | 13,734 | $3M | $217.12 | -$2M | -9,193 | -40.1% | |
| 93 | AMLP | 0.17% | 62,531 | $3M | $47.02 | $57K | +1,097 | +1.8% | |
| 94 | XOP | 0.17% | 22,430 | $3M | $126.26 | -$20K | +858 | +4.0% | |
| 95 | SPSM | 0.16% | 58,433 | $3M | $46.86 | $45K | +287 | +0.5% | |
| 96 | GS | 0.16% | 3,094 | $3M | $879.04 | $221K | -44 | -1.4% | |
| 97 | NFLX | 0.15% | 27,867 | $3M | $93.76 | -$642K | +25,152 | +926.4% | |
| 98 | VTV | 0.15% | 13,569 | $3M | $190.99 | $199K | +737 | +5.7% | |
| 99 | DG | 0.15% | 19,407 | $3M | $132.77 | $555K | -156 | -0.8% | |
| 100 | FTCS | 0.15% | 27,224 | $3M | $92.51 | -$124K | -996 | -3.5% |