Jaffetilchin Investment Partners, LLC Portfolio Holdings
Q3 2025•433 long positions•$1.7B portfolio value
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Holding464 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $105.7M 6.33% | +$1.1M Bought | — 725.6K shares | 718.2K → 725.6K +$1.1M | +1.03% | — — | Q3 2015 Held for 10y 2m | |
Consumer Electronics Technology | $88.0M 5.27% | -$4.0M Sold | 0.002% 345.5K shares | 361.0K → 345.5K −$4.0M | -4.31% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $76.7M 4.59% | +$185.7K Bought | — 233.6K shares | 233.0K → 233.6K +$185.7K | +0.24% | — — | Q1 2016 Held for 9y 8m | |
Semiconductors Technology | $72.5M 4.34% | -$4.9M Sold | 0.002% 388.8K shares | 415.1K → 388.8K −$4.9M | -6.34% | $4.54T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $67.5M 4.04% | +$129.2K Bought | — 2.6M shares | 2.6M → 2.6M +$129.2K | +0.19% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $62.4M 3.74% | +$148.1K Bought | — 202.6K shares | 202.1K → 202.6K +$148.1K | +0.24% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $42.9M 2.57% | +$354.2K Bought | — 71.4K shares | 70.9K → 71.4K +$354.2K | +0.83% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $42.3M 2.53% | +$147.3K Bought | — 523.9K shares | 522.1K → 523.9K +$147.3K | +0.35% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $41.9M 2.51% | -$421.6K Sold | 0.001% 80.9K shares | 81.7K → 80.9K −$421.6K | -1.0% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Auto - Manufacturers Consumer Cyclical | $41.0M 2.46% | -$1.0M Sold | 0.003% 92.2K shares | 94.5K → 92.2K −$1.0M | -2.45% | $1.48T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $39.7M 2.38% | +$127.1K Bought | — 1.5M shares | 1.5M → 1.5M +$127.1K | +0.32% | — — | Q4 2018 Held for 6y 11m | |
Specialty Retail Consumer Cyclical | $32.7M 1.96% | -$604.9K Sold | 0.001% 148.9K shares | 151.6K → 148.9K −$604.9K | -1.82% | $2.34T Mega Cap | Q2 2015 Held for 10y 5m | |
ETF ETF | $31.0M 1.86% | +$309.3K Bought | — 735.9K shares | 728.6K → 735.9K +$309.3K | +1.01% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $28.6M 1.72% | +$1.8M Bought | — 566.0K shares | 531.3K → 566.0K +$1.8M | +6.53% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $27.3M 1.63% | +$2.0M Bought | — 328.5K shares | 304.6K → 328.5K +$2.0M | +7.84% | — — | Q1 2016 Held for 9y 8m | |
Internet Content & Information Communication Services | $26.1M 1.56% | -$264.0K Sold | 0.001% 107.2K shares | 108.3K → 107.2K −$264.0K | -1.0% | $2.95T Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $24.8M 1.49% | +$558.4K Bought | — 648.1K shares | 633.5K → 648.1K +$558.4K | +2.3% | — — | Q2 2016 Held for 9y 5m | |
Internet Content & Information Communication Services | $24.5M 1.47% | -$463.4K Sold | 0.001% 33.3K shares | 34.0K → 33.3K −$463.4K | -1.86% | $1.84T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $23.8M 1.43% | +$1.9M Bought | — 752.7K shares | 691.2K → 752.7K +$1.9M | +8.9% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $22.8M 1.37% | +$1.5M Bought | — 388.2K shares | 362.5K → 388.2K +$1.5M | +7.09% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $20.8M 1.25% | +$1.6M Bought | — 889.9K shares | 823.5K → 889.9K +$1.6M | +8.05% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $20.3M 1.22% | +$1.2M Bought | — 432.8K shares | 406.7K → 432.8K +$1.2M | +6.42% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $17.4M 1.04% | +$797.4K Bought | — 638.5K shares | 609.3K → 638.5K +$797.4K | +4.79% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $14.7M 0.881% | -$20.7K Sold | — 245.6K shares | 246.0K → 245.6K −$20.7K | -0.14% | — — | Q3 2018 Held for 7y 2m | |
Banks - Diversified Financial Services | $14.7M 0.879% | -$130.3K Sold | 0.002% 46.5K shares | 46.9K → 46.5K −$130.3K | -0.88% | $867.35B Mega Cap | Q1 2015 Held for 10y 8m | |
ETF ETF | $14.6M 0.875% | +$35.5K Bought | — 40.0K shares | 39.9K → 40.0K +$35.5K | +0.24% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $14.5M 0.868% | +$1.3M Bought | 0.002% 19.0K shares | 17.3K → 19.0K +$1.3M | +9.54% | $684.00B Mega Cap | Q3 2018 Held for 7y 2m | |
ETF ETF | $11.4M 0.682% | +$633.2K Bought | — 235.3K shares | 222.2K → 235.3K +$633.2K | +5.89% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $11.0M 0.66% | -$35.9K Sold | — 31.0K shares | 31.1K → 31.0K −$35.9K | -0.32% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $10.9M 0.652% | -$395.0K Sold | 0.0% 44.7K shares | 46.3K → 44.7K −$395.0K | -3.5% | $2.95T Mega Cap | Q1 2018 Held for 7y 8m | |
Aerospace & Defense Industrials | $10.6M 0.632% | +$360.4K Bought | 0.009% 21.1K shares | 20.4K → 21.1K +$360.4K | +3.53% | $116.55B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $10.2M 0.612% | +$42.1K Bought | — 89.4K shares | 89.1K → 89.4K +$42.1K | +0.41% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $9.9M 0.592% | -$15.7K Sold | — 152.0K shares | 152.2K → 152.0K −$15.7K | -0.16% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $9.5M 0.57% | -$28.1K Sold | — 14.2K shares | 14.3K → 14.2K −$28.1K | -0.29% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $9.1M 0.545% | -$643.0K Sold | 0.001% 18.1K shares | 19.4K → 18.1K −$643.0K | -6.61% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Application Technology | $9.1M 0.543% | -$1.0K Sold | 0.005% 61.0K shares | 61.0K → 61.0K −$1.0K | -0.01% | $193.14B Large Cap | Q3 2020 Held for 5y 2m | |
Semiconductors Technology | $8.3M 0.498% | +$468.5K Bought | 0.001% 25.2K shares | 23.8K → 25.2K +$468.5K | +5.97% | $1.56T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.3M 0.435% | -$120.6K Sold | — 11.9K shares | 12.1K → 11.9K −$120.6K | -1.63% | — — | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $7.3M 0.435% | -$202.1K Sold | 0.002% 39.8K shares | 40.9K → 39.8K −$202.1K | -2.71% | $432.76B Mega Cap | Q1 2021 Held for 4y 8m | |
Financial - Credit Services Financial Services | $7.2M 0.428% | -$16.0K Sold | 0.001% 20.9K shares | 21.0K → 20.9K −$16.0K | -0.22% | $662.60B Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $7.0M 0.421% | -$63.9K Sold | — 72.8K shares | 73.4K → 72.8K −$63.9K | -0.9% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $7.0M 0.417% | -$5.6K Sold | 0.002% 37.6K shares | 37.6K → 37.6K −$5.6K | -0.08% | $446.55B Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $6.9M 0.413% | +$10.0K Bought | — 296.7K shares | 296.3K → 296.7K +$10.0K | +0.15% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.6M 0.396% | +$1.3M Bought | — 163.0K shares | 131.4K → 163.0K +$1.3M | +24.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.5M 0.389% | -$107.4K Sold | — 127.9K shares | 130.0K → 127.9K −$107.4K | -1.63% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $6.0M 0.362% | +$13.6K Bought | — 79.6K shares | 79.4K → 79.6K +$13.6K | +0.23% | — — | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $6.0M 0.362% | -$72.8K Sold | 0.001% 10.6K shares | 10.7K → 10.6K −$72.8K | -1.19% | $514.21B Mega Cap | Q4 2014 Held for 10y 11m | |
Household & Personal Products Consumer Defensive | $5.8M 0.349% | -$209.7K Sold | 0.002% 37.9K shares | 39.3K → 37.9K −$209.7K | -3.47% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $5.7M 0.343% | -$1.4K Sold | — 64.1K shares | 64.1K → 64.1K −$1.4K | -0.02% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $5.7M 0.339% | +$195.9 Bought | — 28.9K shares | 28.9K → 28.9K +$195.9 | +0.0% | — — | Q2 2019 Held for 6y 5m |
