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Jaffetilchin Investment Partners, LLC Top Holdings and 13F Report (2025)

About Jaffetilchin Investment Partners, LLC

Investment Activity

  • Jaffetilchin Investment Partners, LLC has $1.38 billion in total holdings as of March 31, 2025.
  • Jaffetilchin Investment Partners, LLC owns shares of 403 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
  • Approximately 12.78% of the portfolio was purchased this quarter.
  • About 7.85% of the portfolio was sold this quarter.
  • This quarter, Jaffetilchin Investment Partners, LLC has purchased 382 new stocks and bought additional shares in 192 stocks.
  • Jaffetilchin Investment Partners, LLC sold shares of 124 stocks and completely divested from 45 stocks this quarter.

Largest New Holdings this Quarter

33740F631 - FT Vest U.S. Equity Deep Buffer ETF - January
$27,416,960 Holding
46434V860 - iShares Treasury Floating Rate Bond ETF
$26,780,437 Holding
81369Y100 - Materials Select Sector SPDR Fund
$3,311,109 Holding

Largest Purchases this Quarter

FT Vest U.S. Equity Deep Buffer ETF - January
722,069 shares (about $27.42M)
iShares Treasury Floating Rate Bond ETF
528,631 shares (about $26.78M)
Vanguard Short-Term Treasury Index ETF
340,956 shares (about $20.01M)
Global X MLP ETF
219,336 shares (about $11.68M)

Largest Sales this Quarter

iShares Agency Bond ETF
140,464 shares (about $15.37M)
First Trust NASDAQ Rising Dividend Achievers
247,495 shares (about $14.49M)
JPMorgan Equity Premium Income ETF
216,836 shares (about $12.39M)
Innovator S&P Investment Grade Preferred ETF
542,647 shares (about $9.59M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJaffetilchin Investment Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$83,277,013$277,817 -0.3%682,5436.0%ETF
Apple Inc. stock logo
AAPL
Apple
$80,309,701$684,826 -0.8%361,5445.8%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$62,339,562$179,471 -0.3%226,8214.5%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$56,287,861$462,642 0.8%2,549,2694.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$51,917,929$459,826 0.9%201,9923.8%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$45,309,604$51,589 0.1%418,0623.3%Computer and Technology
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$35,090,965$278,501 -0.8%515,9682.5%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$32,628,261$611,710 -1.8%1,515,4792.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$31,294,372$796,228 2.6%66,7372.3%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$30,625,366$653,552 2.2%81,5832.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$27,499,021$1,143,842 -4.0%144,5342.0%Retail/Wholesale
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
$27,416,960$27,416,960 New Holding722,0692.0%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$26,780,437$26,780,437 New Holding528,6311.9%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$24,895,633$1,675,284 7.2%300,9261.8%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$24,753,417$54,164 0.2%95,5141.8%Auto/Tires/Trucks
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$23,762,980$5,720,454 -19.4%633,8481.7%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$21,431,079$1,253,692 -5.5%697,3991.6%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$21,164,639$20,010,733 1,734.2%360,6171.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$19,223,222$337,745 1.8%33,3531.4%Computer and Technology
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$18,889,825$18,889,825 New Holding814,5681.4%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$18,759,723$1,785,112 -8.7%405,0901.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,629,065$285,929 -1.7%107,5341.2%Computer and Technology
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$14,422,537$504,631 -3.4%241,0181.0%Manufacturing
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$14,416,674$805,807 5.9%515,6181.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$12,378,212$84,245 0.7%14,9870.9%Medical
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$12,230,398$53,680 0.4%39,8720.9%ETF
Global X MLP ETF stock logo
MLPA
Global X MLP ETF
$11,982,367$11,675,231 3,801.3%225,1060.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,807,519$277,682 2.6%44,0580.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,369,430$32,488 0.3%19,4700.8%Finance
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$9,739,021$31,622 0.3%88,6980.7%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$9,027,909$8,487 0.1%20,2100.7%Aerospace
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$8,912,840$860,107 -8.8%30,9320.6%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$8,123,307$258,188 3.3%47,6660.6%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,012,670$26,409 0.3%14,2600.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$7,373,661$157,325 2.2%47,1970.5%Computer and Technology
Visa Inc. stock logo
V
Visa
$7,319,157$203,271 2.9%20,8840.5%Business Services
ISHARES BITCOIN TRUST ETF
$7,047,620$4,474,896 -38.8%150,5580.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$6,597,825$199,553 3.1%12,5970.5%Medical
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$6,456,775$52,655 -0.8%127,5290.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,200,988$3,446,364 125.1%12,0660.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,019,962$113,600 1.9%36,3000.4%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,935,937$3,364,289 130.8%63,5200.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$5,900,654$4,385 0.1%10,7650.4%Business Services
Shopify Inc. stock logo
SHOP
Shopify
$5,815,911$119,804 -2.0%60,8270.4%Computer and Technology
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$5,249,587$141,750 -2.6%83,3270.4%Manufacturing
McDonald's Co. stock logo
MCD
McDonald's
$5,015,502$408,587 8.9%16,0560.4%Retail/Wholesale
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$4,955,953$500,595 -9.2%72,6570.4%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$4,509,034$478,281 -9.6%12,3030.3%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,374,684$28,498 -0.6%61,7110.3%Utilities
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$4,352,286$3,147,340 261.2%43,9980.3%Finance
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$4,338,524$92,384 -2.1%106,4150.3%ETF
The Boeing Company stock logo
BA
Boeing
$4,278,149$176,011 4.3%25,0840.3%Aerospace
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$4,221,762$1,040,612 32.7%84,4180.3%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,121,127$34,469 -0.8%24,1510.3%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,064,406$81,345 2.0%4,2970.3%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,064,055$627,667 18.3%69,6500.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$4,063,907$32,863 0.8%28,9370.3%Manufacturing
International Business Machines Co. stock logo
IBM
International Business Machines
$3,886,456$313,801 -7.5%15,6300.3%Computer and Technology
MMSC
First Trust Multi-Manager Small Cap Opportunities ETF
$3,877,760$810,956 26.4%213,2980.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3,865,087$5,943 -0.2%7,8040.3%Medical
Clough Long/Short Equity ETF stock logo
CBLS
Clough Long/Short Equity ETF
$3,786,682$115,900 3.2%144,8670.3%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$3,754,568$505,557 15.6%93,1890.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,666,783$6,814 0.2%17,7590.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$3,641,893$275,586 8.2%21,7520.3%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$3,576,809$864,394 -19.5%25,5890.3%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,534,264$192,610 5.8%10,7160.3%Industrials
Walmart Inc. stock logo
WMT
Walmart
$3,504,728$451,413 14.8%39,9220.3%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,435,546$87,818 2.6%6,1420.2%Finance
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$3,311,109$3,311,109 New Holding38,5100.2%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$3,293,127$97,936 -2.9%32,2130.2%Manufacturing
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,265,806$18,894 -0.6%21,2600.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$3,233,234$164,731 -4.8%32,7580.2%Consumer Discretionary
SPDR S&P Oil & Gas Exploration & Production ETF stock logo
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
$3,191,597$3,191,597 New Holding24,2320.2%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$3,174,370$102,765 3.3%13,4370.2%Transportation
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$3,148,832$2,855,562 -47.6%45,1060.2%Manufacturing
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$3,094,144$284,109 -8.4%59,5720.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,075,432$209,870 7.3%15,4160.2%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$3,054,899$66,235 -2.1%16,2350.2%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,051,038$40,895 1.4%42,6000.2%Consumer Staples
PALANTIR TECHNOLOGIES INC CL A
$3,012,101$59,756 2.0%35,6880.2%Stock
Bank of America Co. stock logo
BAC
Bank of America
$2,995,025$27,625 0.9%71,7720.2%Finance
SPDR S&P Metals & Mining ETF stock logo
XME
SPDR S&P Metals & Mining ETF
$2,992,659$2,992,659 New Holding53,4500.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,920,657$328,979 12.7%27,9300.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,876,469$12,389,941 -81.2%50,3410.2%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$2,874,797$14,488,431 -83.4%49,1080.2%Manufacturing
Dollar General Co. stock logo
DG
Dollar General
$2,859,720$304,587 -9.6%32,5230.2%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$2,824,296$92,669 3.4%14,1110.2%Industrials
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$2,795,016$45,760 1.7%5,3140.2%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,761,014$122,971 4.7%30,7600.2%Medical
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$2,686,628$41,186 1.6%15,7210.2%ETF
AT&T Inc. stock logo
T
AT&T
$2,629,502$116,825 4.6%92,9810.2%Computer and Technology
Lincoln National Co. stock logo
LNC
Lincoln National
$2,626,350$814,080 -23.7%73,1370.2%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,572,866$528,127 25.8%56,7210.2%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,517,457$89,365 3.7%15,8600.2%Consumer Staples
Duke Energy Co. stock logo
DUK
Duke Energy
$2,464,588$5,854 -0.2%20,2070.2%Utilities
AMPLIFY ETF TR ALTRNTV HARV ETF
$2,452,535$2,452,535 New Holding125,7710.2%ETF
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$2,412,918$215,016 -8.2%30,1200.2%Construction
Pfizer Inc. stock logo
PFE
Pfizer
$2,384,911$168,461 -6.6%94,1160.2%Medical
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$2,375,943$39,711 1.7%26,5050.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,371,874$8,682 0.4%58,1910.2%ETF

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