Fund HoldingsJaffetilchin Investment Partners, LLC

Total Portfolio Value
$1.68B
Total Bought
$228.00M
Total Sold
$222.06M
Net Transaction
+$5.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIDELITY TOTAL BOND ETF0835,374+835,374038,1102.27%+38,110
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
FT VEST US
743,9371,207,202+463,26532,29851,3423.06%+19,044
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF0199,452+199,452018,7341.11%+18,734
VANGUARD VALUE ETF095,838+95,838018,8031.12%+18,803
VANECK MORTGAGE REIT INCOME ETF
MORTGAGE REIT
01,459,195+1,459,195014,9710.89%+14,971
SCHWAB US DIVIDEND EQUITY ETF652,905810,346+157,44117,90924,8611.48%+6,952
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
081,506+81,50607,3790.44%+7,379
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
0125,776+125,77608,7730.52%+8,773
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
222,459318,012+95,5538,95412,6350.75%+3,681
GLOBAL X MLP ETF
GLBL X MLP ETF
0272,694+272,694014,6900.87%+14,690
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
NO AMER ENERGY
0637,494+637,494027,8331.66%+27,833
FIDELITY CORPORATE BOND ETF117,716193,421+75,7055,6309,1160.54%+3,486
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
NASDQ ARTFCIAL
062,029+62,02902,8630.17%+2,863
LOCKHEED MARTIN CORP COM(LMT)021,121+21,121012,7650.76%+12,765
CATERPILLAR INC COM(CAT)7,6919,934+2,2434,4067,0380.42%+2,632
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF
INVSCO BLSH 26
906,5651,021,704+115,13921,15923,6781.41%+2,519
ISHARES PREFERRED & INCOME SECURITIES ETF0855,355+855,355025,9341.54%+25,934
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
0123,814+123,81407,5850.45%+7,585
APA CORPORATION COM(APA)45,77167,376+21,6051,1202,8590.17%+1,740
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
440,664477,418+36,75420,74622,4151.33%+1,668
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND38,06264,730+26,6681,6883,2880.20%+1,601
JOHNSON & JOHNSON COM(JNJ)39,17638,788-3888,1079,4810.56%+1,374
ABBVIE INC COM(ABBV)016,974+16,97403,6920.22%+3,692
VERIZON COMMUNICATIONS INC COM(VZ)067,168+67,16803,3720.20%+3,372
MICRON TECHNOLOGY INC COM(MU)05,682+5,68201,9190.11%+1,919
STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
SP O&G EXPL PRO
022,320+22,32004,0590.24%+4,059
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
151,854174,308+22,4547,6828,8220.52%+1,139
ADVANCED MICRO DEVICES INC COM(AMD)7,81913,823+6,0041,6742,8120.17%+1,137
TEMPLETON EMERGING MARKETS DEBT ETF
EMERGING MKTS DB
045,630+45,63001,1240.07%+1,124
EXXON MOBIL CORP COM17,67918,690+1,0112,1273,1710.19%+1,044
LAM RESEARCH CORP COM NEW(LRCX)06,512+6,51201,3910.08%+1,391
ALERIAN MLP ETF
ALERIAN MLP
070,282+70,28203,7000.22%+3,700
CHEVRON CORPORATION COM(CVX)010,806+10,80602,2360.13%+2,236
FIRST TRUST ENERGY ALPHADEX FUND
ENERGY ALPHADX
029,596+29,59606650.04%+665
COSTCO WHOLESALE CORPORATION COM(COST)04,752+4,75204,7350.28%+4,735
DIAMONDBACK ENERGY INC COM(FANG)03,203+3,20306330.04%+633
GENERAC HLDGS INC COM(GNRC)011,320+11,32002,2110.13%+2,211
WALMART INC COM(WMT)55,37454,328-1,0466,1696,7520.40%+583
ALTRIA GROUP INC COM(MO)024,989+24,98901,6490.10%+1,649
NEXTERA ENERGY INC COM(NEE)057,419+57,41905,3330.32%+5,333
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
ST STR INDL ETF
08,351+8,35101,3510.08%+1,351
FT VEST U S EQUITY DEEP BUFFER ETF - FEBRUARY
FT VEST US
011,447+11,44705420.03%+542
UBS AG ETRACS GOLD SHARES COVERED CALL ETNS DUE FEBRUARY 2, 2033(AMUB)05,971+5,97109910.06%+991
FT VEST U S SMALL CAP MODERATE BUFFER ETF - FEBRUARY
FT VEST US SMALL
021,561+21,56105120.03%+512
FRANCO NEV CORP COM(FNV)01,988+1,98804910.03%+491
FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY
FT VEST NASDAQ
022,092+22,09204900.03%+490
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
ST STR MATER ETF
081,875+81,87504,0910.24%+4,091
PFIZER INC COM(PFE)061,688+61,68801,7320.10%+1,732
BLACKSTONE SECD LENDING FD COMMON STOCK(BXSL)13,58935,043+21,4543588300.05%+472
FEDEX CORP COM(FDX)7,1857,147-382,0752,5450.15%+470
RIO TINTO PLC SPONSORED ADR(RIO)09,913+9,91309250.06%+925
GLOBAL X DEFENSE TECH ETF
DEFENSE TECH ETF
06,537+6,53704630.03%+463
GE VERNOVA INC COM(GEV)03,412+3,41202,9780.18%+2,978
FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
INCOME FOCUS ETF
015,759+15,75904530.03%+453
EBAY INC COM(EBAY)04,946+4,94604500.03%+450
FIDELITY MSCI MATERIALS INDEX ETF07,500+7,50004320.03%+432
ISHARES CORE U S AGGREGATE BOND ETF020,074+20,07401,9930.12%+1,993
CLOUGH HEDGED EQUITY ETF0131,687+131,68703,7790.22%+3,779
TJX COS INC NEW COM(TJX)06,585+6,58501,0520.06%+1,052
HALOZYME THERAPEUTICS INC COM(HALO)06,145+6,14503970.02%+397
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF0116,838+116,83805,2400.31%+5,240
ISHARES MSCI EAFE ETF03,756+3,75603650.02%+365
KINDER MORGAN INC DEL COM(KMI)18,14725,531+7,3844998560.05%+357
B2GOLD CORP COM(BTG)0132,772+132,77206010.04%+601
IRIDIUM COMMUNICATIONS INC COM(IRDM)36,52835,663-8656359890.06%+354
JOHNSON CTLS INTL PLC SHS
SHS
28,26028,477+2173,3843,7290.22%+345
ALPS MEDICAL BREAKTHROUGHS ETF
MED BREAKTHGH
06,492+6,49203400.02%+340
ISHARES AGENCY BOND ETF32,50535,690+3,1853,5843,9160.23%+332
F/M US TREASURY 3 MONTH BILL FUND
F/M US TREASURY
100,353106,883+6,5305,0065,3290.32%+324
FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY
FT VE NA 100 CO
014,777+14,77703180.02%+318
ISHARES CORE S&P SMALL CAP ETF035,042+35,04204,3560.26%+4,356
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)03,930+3,93001,3280.08%+1,328
CONOCOPHILLIPS COM(COP)02,365+2,36503120.02%+312
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)02,938+2,93801,3610.08%+1,361
TARGET CORP COM(TGT)011,173+11,17301,3540.08%+1,354
DEERE & CO COM(DE)02,998+2,99801,6890.10%+1,689
ARGAN INC COM01,019+1,01905550.03%+555
WAHED FTSE USA SHARIAH ETF
WAHED FTSE ETF
05,070+5,07003010.02%+301
DELTA AIR LINES INC COM NEW(DAL)041,124+41,12402,7340.16%+2,734
FT VEST U S EQUITY MODERATE BUFFER ETF - JAN
FT VEST US EQT
014,006+14,00605870.03%+587
LINDE PLC SHS(LIN)0573+57302840.02%+284
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY)0456+45602820.02%+282
LYONDELLBASELL INDUSTRIES NV SHS - A -
SHS - A -
03,461+3,46102790.02%+279
VANGUARD MEGA CAP VALUE ETF01,898+1,89802750.02%+275
FREEPORT MCMORAN INC CL B(FCX)021,992+21,99201,2930.08%+1,293
AT&T INC COM(T)084,833+84,83302,4590.15%+2,459
SANDISK CORP COM(SNDK)0425+42502700.02%+270
BP PLC SPONSORED ADR(BP)05,571+5,57102620.02%+262
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY
FT VEST US EQT
06,340+6,34002610.02%+261
STATE STREET SPDR S&P DIVIDEND ETF
ST STR SP DIV
01,756+1,75602560.02%+256
INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF9,87113,516+3,6455598120.05%+253
VANGUARD TOTAL BOND MARKET ETF03,375+3,37502490.01%+249
DOW HLDGS INC COM(DOW)012,465+12,46505190.03%+519
DOUBLELINE OPPORTUNISTIC CORE BOND ETF
OPPO CORE BD ETF
05,124+5,12402350.01%+235
DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF
COMMERCIAL REAL
04,510+4,51002340.01%+234
CAMECO CORP COM(CCJ)02,152+2,15202340.01%+234
COCA COLA CO COM(KO)45,88745,252-6353,2083,4410.20%+233
GLOBAL X DOW 30 COVERED CALL ETF
DOW 30 CO CA ETF
011,085+11,08502330.01%+233
ISHARES NATIONAL MUNI BOND ETF02,193+2,19302330.01%+233
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
03,316+3,31602330.01%+233
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