Fund HoldingsJaffetilchin Investment Partners, LLC

Total Portfolio Value
$1.38B
Total Bought
$223.22M
Total Sold
$145.82M
Net Transaction
+$77.39M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
FT VEST US
0722,069+722,069027,4171.99%+27,417
ISHARES TREASURY FLOATING RATE BOND ETF
TRS FLT RT BD
0528,631+528,631026,7801.94%+26,780
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
0360,617+360,617021,1651.54%+21,165
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF
INVSCO BLSH 26
0814,568+814,568018,8901.37%+18,890
GLOBAL X MLP ETF
GLBL X MLP ETF
0225,106+225,106011,9820.87%+11,982
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
063,520+63,52005,9360.43%+5,936
VANGUARD S&P 500 ETF012,066+12,06606,2010.45%+6,201
MATERIALS SELECT SECTOR SPDR FUND
ST STR MATER ETF
038,510+38,51003,3110.24%+3,311
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
SP O&G EXPL PRO
024,232+24,23203,1920.23%+3,192
ISHARES CORE U.S. AGGREGATE BOND ETF12,18143,998+31,8171,1804,3520.32%+3,172
SPDR S&P METALS & MINING ETF
ST STR SP METAL
053,450+53,45002,9930.22%+2,993
AMPLIFY ETF TR ALTRNTV HARV ETF0125,771+125,77102,4530.18%+2,453
ISHARES 1-3 YEAR TREASURY BOND ETF280,676300,926+20,25023,01024,8961.81%+1,886
FT VEST U.S. EQUITY QUARTERLY 2.5 TO 15 BUFFER ETF
FT VEST US EQUIT
059,094+59,09401,7830.13%+1,783
BERKSHIRE HATHAWAY INC DEL CL B NEW19,40919,470+618,79810,3690.75%+1,572
STRATEGAS MACRO MOMENTUM ETF
STRATEGAS MACRO
056,135+56,13501,3980.10%+1,398
SCHWAB US DIVIDEND EQUITY ETF486,798515,618+28,82013,29914,4171.05%+1,117
US TREASURY 3 MONTH BILL ETF
F/M US TREASURY
63,61084,418+20,8083,1724,2220.31%+1,050
VISA INC COM CL A(V)20,30420,884+5806,4177,3190.53%+902
APA CORPORATION COM(APA)042,251+42,25108880.06%+888
ELI LILLY & CO COM(LLY)014,987+14,987012,3780.90%+12,378
JOHNSON & JOHNSON COM(JNJ)036,300+36,30006,0200.44%+6,020
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW(BTO)023,882+23,88208150.06%+815
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
BULSHS 2026 CB
041,596+41,59608100.06%+810
VALLEY NATL BANCORP COM(VLY)088,168+88,16807840.06%+784
UNITED PARCEL SERVICE INC CL B(UPS)010,859+10,85901,1940.09%+1,194
NEWMONT CORP COM(NEM)026,714+26,71401,2900.09%+1,290
VERIZON COMMUNICATIONS INC COM(VZ)45,07856,721+11,6431,8032,5730.19%+770
MCDONALDS CORP COM(MCD)016,056+16,05605,0160.36%+5,016
CONOCOPHILLIPS COM(COP)07,011+7,01107360.05%+736
SPDR GOLD SHARES(GLD)33,91730,932-2,9858,2128,9130.65%+700
SUPER MICRO COMPUTER INC COM NEW(SMCI)020,102+20,10206880.05%+688
PHILIP MORRIS INTL INC COM(PM)015,860+15,86002,5170.18%+2,517
AMGEN INC COM(AMGN)3,9605,357+1,3971,0321,6690.12%+637
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
FST TR GLB FD
024,683+24,68306300.05%+630
AT&T INC COM(T)88,85092,981+4,1312,0232,6300.19%+606
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
80,64193,189+12,5483,1763,7550.27%+578
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
040,971+40,97102,2110.16%+2,211
FREEPORT-MCMORAN INC CL B(FCX)024,712+24,71209360.07%+936
GE AEROSPACE COM NEW(GE)014,111+14,11102,8240.21%+2,824
GLOBAL X NASDAQ 100 COVERED CALL ETF
NASDAQ 100 COVER
031,956+31,95605310.04%+531
VANGUARD VALUE ETF013,323+13,32302,3010.17%+2,301
JPMORGAN CHASE & CO COM(JPM)42,92644,058+1,13210,29010,8080.78%+518
CINCINNATI FINL CORP COM(CINF)03,486+3,48605150.04%+515
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
016,337+16,33701,2360.09%+1,236
SCHWAB U S LARGE-CAP GROWTH ETF019,558+19,55804900.04%+490
SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
06,070+6,07004880.04%+488
CHEVRON CORP NEW COM(CVX)11,05812,472+1,4141,6022,0860.15%+485
EXXON MOBIL CORP COM015,181+15,18101,8060.13%+1,806
APOLLO GLOBAL MGMT INC COM(APO)7,45112,328+4,8771,2311,6880.12%+458
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF08,487+8,48704440.03%+444
COCA COLA CO COM(KO)042,600+42,60003,0510.22%+3,051
FT VEST U S SMALL CAP MODERATE BUFFER ETF - MAY
FT VEST U.S
049,881+49,88101,1700.08%+1,170
UNITEDHEALTH GROUP INC COM(UNH)012,597+12,59706,5980.48%+6,598
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
014,685+14,68501,3750.10%+1,375
ELEVANCE HEALTH INC COM(ELV)0923+92304010.03%+401
ISHARES CORE S&P MID-CAP ETF069,650+69,65004,0640.29%+4,064
ARES CAPITAL CORP COM(ARCC)89,599106,198+16,5991,9612,3530.17%+392
CENTERPOINT ENERGY INC COM(CNP)010,763+10,76303900.03%+390
ABBVIE INC COM(ABBV)09,899+9,89902,0740.15%+2,074
PROCTER AND GAMBLE CO COM(PG)047,666+47,66608,1230.59%+8,123
UBS AG ETRACS GOLD SHARES COVERED CALL ETNS DUE FEBRUARY 2, 2033(AMUB)03,821+3,82106180.04%+618
FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF
MULTI MGR SML CP
0213,298+213,29803,8780.28%+3,878
FIRST TRUST HEALTH CARE ALPHADEX FUND
HLTH CARE ALPH
03,640+3,64003770.03%+377
PALANTIR TECHNOLOGIES INC CL A(PLTR)34,98035,688+7082,6463,0120.22%+367
WALMART INC COM(WMT)34,78039,922+5,1423,1423,5050.25%+362
BRITISH AMERN TOB PLC SPONSORED ADR(BTI)08,745+8,74503620.03%+362
MPLX LP COM UNIT REP LTD(MPLX)06,434+6,43403440.02%+344
CITIGROUP INC COM NEW(C)09,865+9,86507000.05%+700
INVESCO MSCI USA ETF094,274+94,27404,9210.36%+4,921
RIO TINTO PLC SPONSORED ADR(RIO)05,506+5,50603310.02%+331
VANGUARD GROWTH ETF03,676+3,67601,3630.10%+1,363
WISDOMTREE U S AI ENHANCED VALUE FUND(WT)088,698+88,69809,7390.71%+9,739
ALLSTATE CORP COM(ALL)01,550+1,55003210.02%+321
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
BROAD USD HIGH
08,551+8,55103150.02%+315
WP CAREY INC COM(WPC)04,939+4,93903120.02%+312
ISHARES RUSSELL MIDCAP ETF09,562+9,56208130.06%+813
FT ENERGY INCOME PARTNERS STRATEGY ETF
ENERGY INM PARTN
011,837+11,83703080.02%+308
INVESCO S&P MIDCAP QUALITY ETF
S&P MDCP QUALITY
03,221+3,22102950.02%+295
DUKE ENERGY CORP NEW COM NEW(DUK)020,207+20,20702,4650.18%+2,465
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)01,653+1,65302740.02%+274
BLACKSTONE MTG TR INC COM CL A(BXMT)013,604+13,60402720.02%+272
ISHARES U.S. UTILITIES ETF010,737+10,73701,0890.08%+1,089
CME GROUP INC COM(CME)03,580+3,58009500.07%+950
ISHARES IBONDS DEC 2033 TERM TREASURY ETF010,961+10,96102670.02%+267
FT VEST U S EQUITY MODERATE BUFFER ETF - JAN
FT VEST US EQT
07,062+7,06202660.02%+266
ISHARES IBONDS DEC 2032 TERM TREASURY ETF011,594+11,59402650.02%+265
VANGUARD TOTAL WORLD STOCK ETF02,266+2,26602630.02%+263
ISHARES U S HOME CONSTRUCTION ETF02,760+2,76002630.02%+263
VANGUARD DIVIDEND APPRECIATION ETF08,232+8,23201,5970.12%+1,597
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
04,804+4,80402470.02%+247
PROGRESSIVE CORP COM(PGR)0872+87202470.02%+247
INVESCO S&P MIDCAP MOMENTUM ETF
S&P MDCP MOMNTUM
02,166+2,16602460.02%+246
DEERE & CO COM(DE)03,058+3,05801,4350.10%+1,435
ENERGY TRANSFER L P COM UT LTD PTN(ET)035,100+35,10006530.05%+653
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF02,317+2,31702450.02%+245
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
01,210+1,21002450.02%+245
VANGUARD MID-CAP ETF02,093+2,09305410.04%+541
MASTERCARD INCORPORATED CL A(MA)10,75710,765+85,6645,9010.43%+236
KRAFT HEINZ CO COM(KHC)07,594+7,59402310.02%+231
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