HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (ITOT) |
639,283 | +37,036 | $67,272 |
| ITOT | 639,283 | +37,036 | $67,272 |
| APPLE INC |
317,536 | +290 | $61,135 |
| AAPL | 317,536 | +290 | $61,135 |
| VANGUARD INDEX FDS (VTI) |
196,141 | +15,258 | $46,529 |
| VTI | 196,141 | +15,258 | $46,529 |
| SCHWAB STRATEGIC TR |
785,144 | +2,855 | $44,282 |
| SCHX | 785,144 | +2,855 | $44,282 |
| VANGUARD INDEX FDS (VV) |
196,697 | +732 | $42,910 |
| VV | 196,697 | +732 | $42,910 |
| INVESCO QQQ TR |
86,390 | -2,086 | $35,379 |
| QQQ | 86,390 | -2,086 | $35,379 |
| MICROSOFT CORP |
69,379 | +623 | $26,089 |
| MSFT | 69,379 | +623 | $26,089 |
| SCHWAB STRATEGIC TR |
465,685 | +65,011 | $25,925 |
| SCHB | 465,685 | +65,011 | $25,925 |
| SPDR SER TR (SPTM) |
433,787 | +162,786 | $25,355 |
| SPTM | 433,787 | +162,786 | $25,355 |
| TESLA INC |
100,060 | -1,327 | $24,863 |
| TSLA | 100,060 | -1,327 | $24,863 |
| ISHARES TR (SHY) |
275,487 | -34,646 | $22,601 |
| SHY | 275,487 | -34,646 | $22,601 |
| NVIDIA CORPORATION |
45,215 | -2,317 | $22,391 |
| NVDA | 45,215 | -2,317 | $22,391 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
363,107 | +29,661 | $18,239 |
| JPST | 363,107 | +29,661 | $18,239 |
| AMAZON COM INC |
106,684 | +811 | $16,210 |
| AMZN | 106,684 | +811 | $16,210 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
329,892 | -60,531 | $15,294 |
| VMBS | 329,892 | -60,531 | $15,294 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
274,557 | +44,014 | $14,186 |
| RDVY | 274,557 | +44,014 | $14,186 |
| ISHARES TR (IWV) |
48,589 | +765 | $13,301 |
| IWV | 48,589 | +765 | $13,301 |
| ISHARES TR (AGZ) |
122,131 | -17,597 | $13,243 |
| AGZ | 122,131 | -17,597 | $13,243 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
227,831 | +26,580 | $12,526 |
| JEPI | 227,831 | +26,580 | $12,526 |
| ALPHABET INC |
78,774 | -218 | $11,004 |
| GOOGL | 78,774 | -218 | $11,004 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
203,731 | +9,191 | $10,969 |
| CIBR | 203,731 | +9,191 | $10,969 |
| META PLATFORMS INC |
30,655 | +238 | $10,851 |
| META | 30,655 | +238 | $10,851 |
| ISHARES TR (IWB) |
39,419 | +288 | $10,338 |
| IWB | 39,419 | +288 | $10,338 |
| SCHWAB STRATEGIC TR |
133,747 | +25,353 | $10,182 |
| SCHD | 133,747 | +25,353 | $10,182 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
168,970 | +33,604 | $10,081 |
| FTSM | 168,970 | +33,604 | $10,081 |
| LOCKHEED MARTIN CORP |
21,322 | +1,017 | $9,664 |
| LMT | 21,322 | +1,017 | $9,664 |
| J P MORGAN EXCHANGE TRADED F (JVAL) |
237,097 | +9,975 | $9,147 |
| JVAL | 237,097 | +9,975 | $9,147 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
54,546 | +1,406 | $8,607 |
| RSP | 54,546 | +1,406 | $8,607 |
| WISDOMTREE TR |
86,515 | +555 | $8,297 |
| AIVL | 86,515 | +555 | $8,297 |
| ELI LILLY & CO |
13,372 | -499 | $7,795 |
| LLY | 13,372 | -499 | $7,795 |
| ISHARES TR (PFF) |
246,945 | -154,579 | $7,702 |
| PFF | 246,945 | -154,579 | $7,702 |
| ISHARES TR (IVV) |
14,682 | -108 | $7,012 |
| IVV | 14,682 | -108 | $7,012 |
| BOEING CO |
25,982 | +1,646 | $6,772 |
| BA | 25,982 | +1,646 | $6,772 |
| JPMORGAN CHASE & CO |
38,843 | +541 | $6,607 |
| JPM | 38,843 | +541 | $6,607 |
| ISHARES TR (IXUS) |
98,654 | +637 | $6,406 |
| IXUS | 98,654 | +637 | $6,406 |
| SPDR SER TR (SPAB) |
232,712 | +232,712 | $5,967 |
| SPAB | 232,712 | +232,712 | $5,967 |
| PROCTER AND GAMBLE CO |
40,139 | -778 | $5,882 |
| PG | 40,139 | -778 | $5,882 |
| ISHARES TR (TIP) |
50,057 | -13,499 | $5,381 |
| TIP | 50,057 | -13,499 | $5,381 |
| UNITEDHEALTH GROUP INC |
10,156 | +253 | $5,347 |
| UNH | 10,156 | +253 | $5,347 |
| JOHNSON & JOHNSON |
32,812 | -4,068 | $5,143 |
| JNJ | 32,812 | -4,068 | $5,143 |
| ALPHABET INC |
36,247 | +776 | $5,108 |
| GOOG | 36,247 | +776 | $5,108 |
| SHOPIFY INC |
65,502 | -1,346 | $5,103 |
| SHOP | 65,502 | -1,346 | $5,103 |
 BERKSHIRE HATHAWAY INC DEL |
$5,034 | ||
| BRK.B | 14,113 | +464 | $5,034 |
| ETF SER SOLUTIONS (PFLD) |
234,493 | -184,053 | $4,899 |
| PFLD | 234,493 | -184,053 | $4,899 |
| FIRST TR EXCHANGE TRADED FD (EMLP) |
176,354 | -2,963 | $4,883 |
| EMLP | 176,354 | -2,963 | $4,883 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
81,657 | +56,123 | $4,763 |
| VGSH | 81,657 | +56,123 | $4,763 |
| BLACKSTONE INC |
36,303 | -1,058 | $4,753 |
| BX | 36,303 | -1,058 | $4,753 |
| VISA INC |
17,766 | +407 | $4,625 |
| V | 17,766 | +407 | $4,625 |
| HOME DEPOT INC |
13,138 | +285 | $4,553 |
| HD | 13,138 | +285 | $4,553 |
| MCDONALDS CORP |
15,211 | +88 | $4,510 |
| MCD | 15,211 | +88 | $4,510 |
See Full List: All Stocks Held By Jaffetilchin Investment Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jaffetilchin Investment Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,025,211 At 09/30/2023: $906,779 Jaffetilchin Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jaffetilchin Investment Partners LLC 13F filings. Link to 13F filings: SEC filings |
