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Jaffetilchin Investment Partners, LLC

Q2 2025 Holdings

Filed 2025-08-12 | 427 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Tenet Healthcare Corp COM New(THC)Stock88033G407$440.2K2,5010.0%
FT Vest Laddered Buffer ETF(BUFR)ETF33740F755$442.7K13,9200.0%
Sprott Critical Materials ETF(SETM)ETF85208P402$443.4K25,6030.0%
Ishares Msci World ETF(URTH)ETF464286392$444.7K2,6250.0%
First Trust Morningstar Dividend Leaders Index Fund(FDL)ETF336917109$455.5K10,8790.0%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$456.6K4,8680.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$460.6K6940.0%
First Trust S&P REIT Index Fund(FRI)ETF33734G108$462.8K17,1090.0%
Cava Group Inc COM(CAVA)Stock148929102$464.5K5,5150.0%
Eaton Corp PLC SHS(ETN)StockG29183103$475.1K1,3310.0%
American Express Co COM(AXP)Stock025816109$478.9K1,5010.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$480.3K7,1220.0%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$487.5K6,3040.0%
FT Vest Bitcoin Strategy & Target Income ETF(DFII)ETF33733E724$487.8K20,4140.0%
Axos Financial Inc COM(AX)Stock05465C100$496.0K6,5230.0%
Kratos Defense & SEC Solutions COM New(KTOS)Stock50077B207$500.4K10,7730.0%
Cambria Foreign Shareholder Yield ETF(FYLD)ETF132061300$502.2K17,1760.0%
Fidelity Dividend ETF for Rising Rates(FDRR)ETF316092832$503.6K9,2870.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$508.4K3,7720.0%
Invesco DOW Jones Industrial Average Dividend ETF(DJD)ETF46137V605$510.7K9,6020.0%
TJX COS Inc New COM(TJX)Stock872540109$514.8K4,1690.0%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$525.6K5,1080.0%
Super Micro Computer Inc COM New(SMCI)Stock86800U302$528.4K10,7810.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$531.2K11,4760.0%
Kimberly-Clark Corp COM(KMB)Stock494368103$543.7K4,2170.0%
Ishares Select Dividend ETF(DVY)ETF464287168$544.2K4,0980.0%
Schwab U S Large-Cap Growth ETF(SCHG)ETF808524300$551.0K18,8640.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$554.2K11,2040.0%
Graniteshares Gold Shares(BAR)ETF38748G101$557.1K17,0670.0%
Global X Nasdaq 100 Covered Call ETF(QYLD)ETF37954Y483$562.0K33,6120.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$562.6K2,0100.0%
SP Funds S&P 500 Sharia Industry Exclusions ETF(SPUS)ETF886364801$562.6K12,6820.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$567.9K3,8490.0%
UBS AG Etracs Gold Shares Covered Call Etns DUE February 2, 2033(GLDI)ETF22542D233$568.1K3,5650.0%
Zoetis Inc CL A(ZTS)Stock98978V103$575.7K3,6920.0%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$578.7K6,0720.0%
Strategas Macro Thematic Opportunities ETF(SAMT)ETF00775Y645$579.6K16,8350.0%
Ishares U S Consumer Staples ETF(IYK)ETF464287812$580.2K8,2320.0%
American Elec PWR Co Inc COM(AEP)Stock025537101$583.0K5,6180.0%
FT Vest U S Equity Buffer ETF - June(FJUN)ETF33740F722$583.1K10,8640.0%
Kurv Yield Premium Strategy Microsoft (Msft) ETF(MSFY)ETF500948708$583.1K21,8420.0%
Dutch Bros Inc CL A(BROS)Stock26701L100$587.9K8,5990.0%
Lowes COS Inc COM(LOW)Stock548661107$591.3K2,6650.0%
First Trust US Equity Opportunities ETF(FPX)ETF336920103$592.9K4,0910.0%
Sterling Infrastructure Inc COM(STRL)Stock859241101$595.3K2,5800.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$601.3K7,4260.0%
JPMorgan Limited Duration Bond ETF(JPLD)ETF46654Q773$602.0K11,5260.0%
FMC Corp COM New(FMC)Stock302491303$605.8K14,5100.0%
Shell PLC Spon ADS(SHEL)ADR780259305$609.7K8,6590.0%
First Trust Senior Loan Fund(FTSL)ETF33738D309$610.4K13,3000.0%
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