Jaffetilchin Investment Partners portfolio

What changed this quarter

400 positions with a change (64 new, 155 added to, 143 trimmed, 38 sold); also, 1 entered through an IPO, 1 entered through a spin-off.

No moves of 0.5 points of the portfolio or more.

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• iShares Core S&P Total U.s ETFITOT5.9%
• AppleAAPL5.0%
• Schwab US Large-cap ETFSCHX4.0%
• Vanguard Index FundsVV3.7%
• Vanguard Index FundsVTI3.7%
• NVIDIANVDA3.6%
• First Tr Exchng Traded Fund VIDJAN3.0%
• Invesco QQQ Trust Series 1 ETFQQQ2.9%
• AlphabetGOOGL · GOOG2.7%
• Fidelity Total Bond ETFFBND2.2%
• Schwab US Broad Market ETFSCHB2.1%
• TeslaTSLA2.0%
• State Street SPDR P S&P 1500 Comp ETFSPTM1.9%
• Amazon.comAMZN1.8%
• MicrosoftMSFT1.7%
• First Trust North American E ETFEMLP1.5%
• Schwab US DVD Equity ETFSCHD1.4%
• iShares Preferred & Income S ETFPFF1.4%
• Invesco Bulletshares 2026 HY ETFBSJQ1.2%
• Vanguard Mortgage-backed Sec ETFVMBS1.2%
• Vanguard Mrngstr Val ETF-aui ETFVTV1.1%
• Eli LillyLLY1.1%
• iShares JP Morgan USD Emergi ETFEMB1.0%
• Meta PlatformsMETA1.0%
• iShares Russell 1000 ETFIWB0.9%
• JPMorgan ChaseJPM0.9%
• Vaneck ETF TrustMORT0.8%
• Global X MLP ETFMLPA0.8%
• Ssga Active ETF TrTOTL0.7%
• First Trust ENH Short MAT FundFTSM0.7%
• WisdomTree US AI Enhanced VA ETFAIVL0.6%
• iShares Core S&P 500 ETFIVV0.6%
• BroadcomAVGO0.6%
• IsharesIEMG0.6%
• iShares 1-3 Year Treasury BO ETFSHY0.6%
• CaterpillarCAT0.6%
• Fidelity Corporate Bond ETFFCOR0.5%
• Johnson & JohnsonJNJ0.5%
• Lockheed MartinLMT0.5%
• Berkshire HathawayBRK/B0.5%
• J P Morgan Exchange Traded FundJPST0.5%
• Palo Alto NetworksPANW0.5%
• First Tr Exchng Traded Fund VIMMSC0.4%
• Vanguard S&P 500 ETFVOO0.4%
• SPDR Gold Shares ETFGLD0.4%
• iShares Semiconductor ETFSOXX0.4%
• iShares Core Msci Eafe ETFIEFA0.4%
• RBB FundTBIL0.4%
• First Trust Nasdaq Cybersecu ETFCIBR0.4%
• VisaV0.4%
• Advanced Micro DevicesAMD0.4%
• ShopifySHOP0.4%
• iShares Ustechnology ETFIYW0.4%
• First Trust Rising Dividend ETFRDVY0.4%
• State Street Energy Select Sector ETFXLE0.4%
• Micron TechnologyMU0.3%
• State Street Technology Select Sector ETFXLK0.3%
• WalmartWMT0.3%
• Rocket LabRKLB0.3%
• State Str Spdr S&P 500 ETF TSPY0.3%
• iShares Core S&P Small-cap E ETFIJR0.3%
• Amplify CWP Enhan Divid ETFDIVO0.3%
• iShares Core S&P Midcap ETFIJH0.3%
• MastercardMA0.3%
• Cisco SystemsCSCO0.3%
• GE AerospaceGE0.3%
• Nextera EnergyNEE0.3%
• RBB FundOBIL0.3%
• iShares Russell 2000 ETFIWM0.3%
• State Street SPDR S&P Metals Mining ETFXME0.3%
• iShares Core International Stock ETFIXUS0.3%
• Clough Hedged Equity ETF0.2%
• Home DepotHD0.2%
• Costco WholesaleCOST0.2%
• First Trust RBA American IND ETFAIRR0.2%
• RTXRTX0.2%
• Palantir TechnologiesPLTR0.2%
• Invesco Exchange Traded Fund TRSP0.2%
• State Street Materials Select Sector ETFXLB0.2%
• AbbVieABBV0.2%
• BlackstoneBX0.2%
• First Trust Cloud Computing ETFSKYY0.2%
• Johnson Controls InternationalJCI0.2%
• Bank of AmericaBAC0.2%
• Procter & GamblePG0.2%
• J P Morgan Exchange Traded FundJEPI0.2%
• iShares Agency Bond ETFAGZ0.2%
• GE VernovaGEV0.2%
• Alps ETF TrAMLP0.2%
• Coca-ColaKO0.2%
• International Business MachinesIBM0.2%
• Delta Air LinesDAL0.2%
• UnitedHealth GroupUNH0.2%
• CrowdStrike HoldingsCRWD0.2%
• First Trust Nasdaq Artificia ETFROBT0.2%
• Ishares Bitcoin Trust ETFIBIT0.2%
• State Street SPDR P S&P 600 Small Cap ETFSPSM0.2%
• State Street SPDR S&P OG EXP & Prod ETFXOP0.2%
• iShares Msci USA Quality FAC ETFQUAL0.2%