Fund HoldingsJaffetilchin Investment Partners, LLC

Total Portfolio Value
$1.38B
Total Bought
$142.19M
Total Sold
$102.35M
Net Transaction
+$39.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TESLA INC COM(TSLA)93,68495,305+1,62124,51138,4882.79%+13,978
AMAZON COM INC COM(AMZN)143,302150,546+7,24426,70233,0282.39%+6,327
ALPHABET INC CAP STK CL A(GOOG)88,221109,383+21,16214,63120,7061.50%+6,075
APPLE INC COM(AAPL)368,336364,627-3,70985,82291,3106.61%+5,488
ISHARES BITCOIN TRUST ETF(IBIT)239,686246,155+6,4698,66013,0590.95%+4,399
NVIDIA CORPORATION COM(NVDA)425,829417,586-8,24351,71356,0784.06%+4,365
ISHARES CORE S&P TOTAL U S STOCK MARKET ETF668,034684,820+16,78683,91888,0826.38%+4,163
VANGUARD TOTAL STOCK MARKET ETF221,065227,474+6,40962,59765,9244.77%+3,327
LINCOLN NATL CORP IND COM(LNC)095,807+95,80703,0380.22%+3,038
SCHWAB U S LARGE-CAP ETF819,6172,528,316+1,708,69955,61158,6064.24%+2,995
DOLLAR GEN CORP NEW COM(DG)035,987+35,98702,7290.20%+2,729
DISNEY WALT CO COM(DIS)034,427+34,42703,8330.28%+3,833
JOHNSON CTLS INTL PLC SHS
SHS
032,804+32,80402,5890.19%+2,589
CRACKER BARREL OLD CTRY STORE COM(CBRL)047,934+47,93402,5340.18%+2,534
GENERAC HLDGS INC COM(GNRC)016,749+16,74902,5970.19%+2,597
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
498,318520,063+21,74534,91237,1482.69%+2,236
US TREASURY 3 MONTH BILL ETF
F/M US TREASURY
063,610+63,61003,1720.23%+3,172
MOHAWK INDS INC COM(MHK)017,675+17,67502,1060.15%+2,106
QUALCOMM INC COM(QCOM)021,383+21,38303,2850.24%+3,285
MICROSOFT CORP COM(MSFT)73,41379,842+6,42931,59033,6532.44%+2,064
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
NO AMER ENERGY
775,014786,434+11,42026,04028,0362.03%+1,996
SCHWAB U S BROAD MARKET ETF497,3511,543,891+1,046,54033,08435,0462.54%+1,963
BAXTER INTL INC COM065,755+65,75501,9170.14%+1,917
PFIZER INC COM(PFE)0100,764+100,76402,6730.19%+2,673
SYNCHRONY FINANCIAL COM(SYF)026,578+26,57801,7280.13%+1,728
INVESCO QQQ TRUST SERIES I64,68265,039+35731,56933,2502.41%+1,681
VANGUARD LARGE-CAP ETF198,930200,203+1,27352,37653,9953.91%+1,618
SHOPIFY INC CL A(SHOP)62,64062,080-5605,0206,6010.48%+1,581
IQVIA HLDGS INC COM(IQV)07,598+7,59801,4930.11%+1,493
PALANTIR TECHNOLOGIES INC CL A(PLTR)034,980+34,98002,6460.19%+2,646
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
100,508128,569+28,0615,1006,4760.47%+1,376
ARK INNOVATION ETF
INNOVATION ETF
032,488+32,48801,8440.13%+1,844
HASBRO INC COM(HAS)024,309+24,30901,3590.10%+1,359
ALPHABET INC CAP STK CL C(GOOG)44,61446,190+1,5767,4598,7960.64%+1,337
ARES CAPITAL CORP COM(ARCC)089,599+89,59901,9610.14%+1,961
BROADCOM INC COM(AVGO)19,43820,106+6683,3534,6610.34%+1,308
PNC FINL SVCS GROUP INC COM(PNC)07,273+7,27301,4030.10%+1,403
JPMORGAN CHASE & CO COM(JPM)42,90042,926+269,04610,2900.75%+1,244
CNH INDL N V SHS
SHS
0109,554+109,55401,2410.09%+1,241
FEDEX CORP COM(FDX)06,884+6,88401,9370.14%+1,937
BERKSHIRE HATHAWAY INC DEL CL B NEW16,44919,409+2,9607,5718,7980.64%+1,227
CISCO SYS INC COM(CSCO)040,346+40,34602,3880.17%+2,388
WESCO INTL INC COM(WCC)06,045+6,04501,0940.08%+1,094
AMPLIFY ALTERNATIVE HARVEST ETF0473,083+473,08301,0600.08%+1,060
LEGGETT & PLATT INC COM(LEG)0108,942+108,94201,0460.08%+1,046
VISA INC COM CL A(V)19,57520,304+7295,3826,4170.46%+1,035
AXON ENTERPRISE INC COM(AXON)5,3465,227-1192,1363,1070.22%+970
META PLATFORMS INC CL A(META)31,82232,767+94518,21619,1851.39%+969
WILLSCOT HLDGS CORP COM CL A(WSC)027,446+27,44609180.07%+918
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
282,970296,603+13,63316,75517,5411.27%+786
SOFI TECHNOLOGIES INC COM(SOFI)078,320+78,32001,2060.09%+1,206
FIRST TRUST CLOUD COMPUTING ETF
CLOUD COMPUTING
31,30033,171+1,8713,2013,9510.29%+751
DOW INC COM(DOW)020,972+20,97208420.06%+842
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
59,79280,641+20,8492,4753,1760.23%+701
BLACKSTONE INC COM(BX)31,31031,773+4634,7945,4780.40%+684
CHEVRON CORP NEW COM(CVX)011,058+11,05801,6020.12%+1,602
COUNTERPOINT QUANTITATIVE EQUITY ETF
COUN QUA EQU ETF
018,729+18,72906430.05%+643
ISHARES 1-3 YEAR TREASURY BOND ETF269,682280,676+10,99422,42423,0101.67%+586
SHELL PLC SPON ADS(SHEL)09,662+9,66206050.04%+605
ENTERPRISE PRODS PARTNERS L P COM(EPD)034,747+34,74701,0900.08%+1,090
BOEING CO COM(BA)24,32024,052-2683,6984,2570.31%+560
GRAYSCALE BITCOIN TRUST ETF(GBTC)023,993+23,99301,7760.13%+1,776
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
INSTL PFD SECS
074,458+74,45801,3920.10%+1,392
VERIZON COMMUNICATIONS INC COM(VZ)045,078+45,07801,8030.13%+1,803
MASTERCARD INCORPORATED CL A(MA)10,43310,757+3245,1525,6640.41%+513
HEWLETT PACKARD ENTERPRISE CO COM(HPE)030,462+30,46206500.05%+650
WALMART INC COM(WMT)32,68734,780+2,0932,6393,1420.23%+503
AMPLIFY CWP GROWTH & INCOME ETF018,222+18,22204880.04%+488
PACER DATA AND DIGITAL REVOLUTION ETF
DATA & DIGI REVO
09,367+9,36704730.03%+473
FIRST TRUST ENHANCED SHORT MATURITY ETF
FIRST TR ENH NEW
241,214249,451+8,23714,44114,9101.08%+468
LAUDER ESTEE COS INC CL A(EL)06,342+6,34204760.03%+476
SCHWAB US DIVIDEND EQUITY ETF152,106486,798+334,69212,85813,2990.96%+442
INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF09,394+9,39404480.03%+448
COSTCO WHSL CORP NEW COM(COST)3,8924,211+3193,4503,8590.28%+408
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
RBA INDL ETF
77,17179,996+2,8255,7626,1630.45%+401
TRUIST FINL CORP COM(TFC)09,863+9,86304280.03%+428
FT VEST U S SMALL CAP MODERATE BUFFER ETF - NOVEMBER
FT VEST U.S
019,023+19,02304390.03%+439
PALO ALTO NETWORKS INC COM(PANW)11,89224,353+12,4614,0654,4310.32%+367
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN(AB)010,220+10,22003790.03%+379
SATIXFY COMMUNICATIONS LTD ORD SHS0242,500+242,50003710.03%+371
GE VERNOVA INC COM(GEV)04,908+4,90801,6140.12%+1,614
HUMACYTE INC COM067,200+67,20003390.02%+339
BANK AMERICA CORP COM70,22471,110+8862,7873,1250.23%+339
SALESFORCE INC COM(CRM)04,389+4,38901,4670.11%+1,467
SOUNDHOUND AI INC CLASS A COM(SOUN)017,177+17,17703410.02%+341
JABIL INC COM(JBL)05,146+5,14607400.05%+740
AMGEN INC COM(AMGN)03,960+3,96001,0320.07%+1,032
CROWDSTRIKE HLDGS INC CL A(CRWD)04,284+4,28401,4660.11%+1,466
WELLS FARGO CO NEW COM(WFC)022,501+22,50101,5800.11%+1,580
JPMORGAN U S VALUE FACTOR ETF US VALUE FACTOR FUND
US VALUE FACTR
157,097165,762+8,6656,8457,1610.52%+316
ISHARES RUSSELL 1000 ETF39,68139,697+1612,47512,7890.93%+313
ISHARES CORE U S AGGREGATE BOND ETF012,181+12,18101,1800.09%+1,180
NETFLIX INC COM(NFLX)01,875+1,87501,6710.12%+1,671
APOLLO GLOBAL MGMT INC COM(APO)07,451+7,45101,2310.09%+1,231
ISHARES AGENCY BOND ETF153,135159,288+6,15316,90617,1971.25%+291
ROCKET LAB USA INC COM015,059+15,05903840.03%+384
LIBERTY ALL STAR EQUITY FD SH BEN INT(USA)040,689+40,68902830.02%+283
SPDR GOLD SHARES(GLD)32,66033,917+1,2577,9388,2120.59%+274
AT&T INC COM(T)79,52188,850+9,3291,7492,0230.15%+274
INVESCO S&P SMALLCAP INDUSTRIALS ETF02,025+2,02502720.02%+272
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