Jaffetilchin Investment Partners, LLC Top Holdings and 13F Report (2025) About Jaffetilchin Investment Partners, LLCInvestment ActivityJaffetilchin Investment Partners, LLC has $1.38 billion in total holdings as of December 31, 2024.Jaffetilchin Investment Partners, LLC owns shares of 382 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 11.99% of the portfolio was purchased this quarter.About 5.90% of the portfolio was sold this quarter.This quarter, Jaffetilchin Investment Partners, LLC has purchased 1,354 new stocks and bought additional shares in 228 stocks.Jaffetilchin Investment Partners, LLC sold shares of 114 stocks and completely divested from 992 stocks this quarter.Largest Holdings Apple $91,309,926iShares Core S&P Total U.S. Stock Market ETF $88,081,536Vanguard Total Stock Market ETF $65,924,125Schwab US Large-Cap ETF $58,606,370NVIDIA $56,077,679 Largest New Holdings this Quarter Lincoln National $3,038,049 HoldingMohawk Industries $2,105,623 HoldingSynchrony Financial $1,727,570 HoldingIQVIA $1,493,083 HoldingHasbro $1,359,116 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 1,708,699 shares (about $39.61M)Schwab US Broad Market ETF 1,046,540 shares (about $23.76M)Schwab US Dividend Equity ETF 334,692 shares (about $9.14M)Alphabet 21,162 shares (about $4.01M)Lincoln National 95,807 shares (about $3.04M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 8,202 shares (about $4.81M)NVIDIA 11,043 shares (about $1.48M)Vanguard Intermediate-Term Bond ETF 15,972 shares (about $1.19M)Invesco QQQ 2,243 shares (about $1.15M)SPROTT PHYSICAL GOLD & SILVER TR UNIT 45,062 shares (about $1.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJaffetilchin Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$91,309,926$928,808 ▼-1.0%364,6276.6%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$88,081,536$2,159,015 ▲2.5%684,8206.4%ETFVTIVanguard Total Stock Market ETF$65,924,125$1,857,389 ▲2.9%227,4744.8%ETFSCHXSchwab US Large-Cap ETF$58,606,370$39,607,646 ▲208.5%2,528,3164.2%ETFNVDANVIDIA$56,077,679$1,482,966 ▼-2.6%417,5864.1%Computer and TechnologyVVVanguard Large-Cap ETF$53,994,748$343,328 ▲0.6%200,2033.9%ETFTSLATesla$38,488,147$654,628 ▲1.7%95,3052.8%Auto/Tires/TrucksSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$37,148,092$1,553,245 ▲4.4%520,0632.7%ETFSCHBSchwab US Broad Market ETF$35,046,325$23,756,458 ▲210.4%1,543,8912.5%ETFMSFTMicrosoft$33,653,483$2,709,830 ▲8.8%79,8422.4%Computer and TechnologyQQQInvesco QQQ$33,249,854$1,146,688 ▼-3.3%65,0392.4%FinanceAMZNAmazon.com$33,028,266$1,150,480 ▲3.6%150,5462.4%Retail/WholesaleEMLPFirst Trust North American Energy Infrastructure Fund$28,036,376$407,123 ▲1.5%786,4342.0%ETFPFFiShares Preferred and Income Securities ETF$23,208,878$377,531 ▲1.7%738,1961.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$23,009,856$901,290 ▲4.1%280,6761.7%ManufacturingGOOGLAlphabet$20,706,147$4,005,956 ▲24.0%109,3831.5%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$20,114,513$855,430 ▲4.4%443,6371.5%ETFMETAMeta Platforms$19,185,423$553,307 ▲3.0%32,7671.4%Computer and TechnologyRDVYFirst Trust NASDAQ Rising Dividend Achievers$17,541,125$806,257 ▲4.8%296,6031.3%ManufacturingAGZiShares Agency Bond ETF$17,196,722$664,277 ▲4.0%159,2881.2%FinanceJEPIJPMorgan Equity Premium Income ETF$15,370,693$730,976 ▲5.0%267,1771.1%ETFFTSMFirst Trust Enhanced Short Maturity ETF$14,909,696$492,326 ▲3.4%249,4511.1%ManufacturingSCHDSchwab US Dividend Equity ETF$13,299,326$9,143,789 ▲220.0%486,7981.0%ETFISHARES BITCOIN TRUST ETF$13,058,523$343,180 ▲2.7%246,1550.9%ETFIWBiShares Russell 1000 ETF$12,788,715$5,155 ▲0.0%39,6970.9%ETFLLYEli Lilly and Company$11,491,254$206,897 ▲1.8%14,8850.8%MedicalEPRFInnovator S&P Investment Grade Preferred ETF$10,292,288$260,184 ▼-2.5%566,3880.7%ETFJPMJPMorgan Chase & Co.$10,289,820$6,232 ▲0.1%42,9260.7%FinanceLMTLockheed Martin$9,811,629$345,504 ▼-3.4%20,1910.7%AerospaceAIVLWisdomTree U.S. AI Enhanced Value Fund$9,417,396$53,899 ▲0.6%88,4100.7%FinanceBRK.BBerkshire Hathaway$8,797,794$1,341,721 ▲18.0%19,4090.6%FinanceGOOGAlphabet$8,796,430$300,134 ▲3.5%46,1900.6%Computer and TechnologyIVViShares Core S&P 500 ETF$8,367,054$7,064 ▼-0.1%14,2130.6%ETFGLDSPDR Gold Shares$8,212,402$304,360 ▲3.8%33,9170.6%FinancePGProcter & Gamble$7,737,276$223,144 ▲3.0%46,1510.6%Consumer StaplesJVALJPMorgan US Value Factor ETF$7,160,928$374,329 ▲5.5%165,7620.5%ETFSHOPShopify$6,601,017$59,545 ▼-0.9%62,0800.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$6,476,006$1,413,429 ▲27.9%128,5690.5%ETFVVisa$6,417,009$230,398 ▲3.7%20,3040.5%Business ServicesUNHUnitedHealth Group$6,179,516$74,361 ▲1.2%12,2160.4%MedicalAIRRFirst Trust RBA American Industrial Renaissance ETF$6,162,906$217,639 ▲3.7%79,9960.4%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$5,688,781$379,248 ▲7.1%86,0110.4%ManufacturingMAMastercard$5,664,430$170,612 ▲3.1%10,7570.4%Business ServicesBXBlackstone$5,478,341$79,831 ▲1.5%31,7730.4%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$5,429,832$305,129 ▼-5.3%85,5770.4%ManufacturingHDHome Depot$5,293,204$297,957 ▲6.0%13,6080.4%Retail/WholesaleJNJJohnson & Johnson$5,150,581$170,505 ▲3.4%35,6150.4%MedicalAVGOBroadcom$4,661,404$154,870 ▲3.4%20,1060.3%Computer and TechnologyIYWiShares U.S. Technology ETF$4,578,661$11,007 ▲0.2%28,7030.3%ManufacturingNEENextEra Energy$4,452,890$73,052 ▼-1.6%62,1130.3%UtilitiesPANWPalo Alto Networks$4,431,272$2,267,404 ▲104.8%24,3530.3%Computer and TechnologyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$4,399,422$202,886 ▲4.8%108,6810.3%ETFMCDMcDonald's$4,275,334$182,922 ▲4.5%14,7480.3%Retail/WholesaleBABoeing$4,257,280$82,837 ▼-1.9%24,0520.3%AerospaceXLKTechnology Select Sector SPDR Fund$4,121,556$105,794 ▼-2.5%17,7260.3%ETFISRGIntuitive Surgical$4,079,639$22,444 ▼-0.5%7,8160.3%MedicalSKYYFirst Trust Cloud Computing ETF$3,951,320$222,873 ▲6.0%33,1710.3%ManufacturingCOSTCostco Wholesale$3,858,592$292,304 ▲8.2%4,2110.3%Retail/WholesaleDISWalt Disney$3,833,399$2,511,580 ▲190.0%34,4270.3%Consumer DiscretionaryIBMInternational Business Machines$3,713,405$60,674 ▲1.7%16,8920.3%Computer and TechnologyCBLSClough Long/Short Equity ETF$3,680,070$60,062 ▼-1.6%140,4330.3%ETFCATCaterpillar$3,675,325$254,284 ▲7.4%10,1320.3%Industrial ProductsIJHiShares Core S&P Mid-Cap ETF$3,669,602$4,985 ▼-0.1%58,8930.3%ETFSOXXiShares Semiconductor ETF$3,574,319$200,620 ▼-5.3%16,5870.3%ETFSPYSPDR S&P 500 ETF Trust$3,507,657$4,806,985 ▼-57.8%5,9850.3%FinanceMMSCFirst Trust Multi-Manager Small Cap Opportunities ETF$3,498,406$169,434 ▲5.1%168,6910.3%ETFQCOMQUALCOMM$3,284,916$2,186,206 ▲199.0%21,3830.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$3,177,893$138,428 ▲4.6%18,1360.2%ETFTOTLSPDR Doubleline Total Return Tactical ETF$3,176,451$821,243 ▲34.9%80,6410.2%ETFIWMiShares Russell 2000 ETF$3,173,842$30,492 ▲1.0%14,3640.2%FinanceTBILUS Treasury 3 Month Bill ETF$3,171,616$2,172,066 ▲217.3%63,6100.2%ETFWMTWalmart$3,142,389$189,104 ▲6.4%34,7800.2%Retail/WholesaleAMLPAlerian MLP ETF$3,132,445$153,872 ▲5.2%65,0420.2%ETFBACBank of America$3,125,282$38,940 ▲1.3%71,1100.2%FinanceAXONAxon Enterprise$3,106,643$70,727 ▼-2.2%5,2270.2%AerospaceLNCLincoln National$3,038,049$3,038,049 ▲New Holding95,8070.2%FinanceUNPUnion Pacific$2,964,869$237,837 ▲8.7%13,0020.2%TransportationMRKMerck & Co., Inc.$2,923,689$204,827 ▲7.5%29,3900.2%MedicalVOOVanguard S&P 500 ETF$2,887,988$67,350 ▼-2.3%5,3600.2%ETFIJRiShares Core S&P Small-Cap ETF$2,855,623$2,881 ▲0.1%24,7840.2%ETFQUALiShares MSCI USA Quality Factor ETF$2,756,733$105,069 ▲4.0%15,4800.2%ETFDGDollar General$2,728,560$2,699,142 ▲9,175.0%35,9870.2%Retail/WholesalePFEPfizer$2,673,277$1,831,504 ▲217.6%100,7640.2%MedicalPALANTIR TECHNOLOGIES INC CL A$2,645,567$162,153 ▲6.5%34,9800.2%StockKOCoca-Cola$2,616,704$18,180 ▲0.7%42,0290.2%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,604,357$39,305 ▲1.5%57,9780.2%ETFGNRCGenerac$2,596,932$2,314,586 ▲819.8%16,7490.2%Industrial ProductsJCIJohnson Controls International$2,589,235$2,568,555 ▲12,420.6%32,8040.2%ConstructionCBRLCracker Barrel Old Country Store$2,533,794$2,528,984 ▲52,574.7%47,9340.2%Retail/WholesaleCSCOCisco Systems$2,388,472$1,052,985 ▲78.8%40,3460.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$2,357,287$26,041 ▲1.1%27,5190.2%ETFABNBAirbnb$2,321,578$657 ▼0.0%17,6670.2%Consumer DiscretionaryFTCSFirst Trust Capital Strength ETF$2,288,732$21,252 ▲0.9%26,0620.2%ETFGEGeneral Electric$2,276,340$41,697 ▲1.9%13,6480.2%TransportationSPGSimon Property Group$2,222,748$24,971 ▲1.1%12,9070.2%FinanceRTXRTX$2,217,601$158,532 ▼-6.7%19,1640.2%AerospacePOWAInvesco Bloomberg Pricing Power ETF$2,208,022$13,328 ▲0.6%27,1690.2%ETFDUKDuke Energy$2,182,295$257,070 ▲13.4%20,2550.2%UtilitiesDSEPFT Vest U.S. Equity Deep Buffer ETF - September$2,180,207$101,651 ▼-4.5%53,7700.2%ETFMHKMohawk Industries$2,105,623$2,105,623 ▲New Holding17,6750.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
