Jaffetilchin Investment Partners, LLC Top Holdings and 13F Report (2024)

About Jaffetilchin Investment Partners, LLC

Investment Activity

Jaffetilchin Investment Partners, LLC has $1.32 billion in total holdings as of September 30, 2024.
Jaffetilchin Investment Partners, LLC owns shares of 1,354 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 9.07% of the portfolio was purchased this quarter.
About 2.44% of the portfolio was sold this quarter.
This quarter, Jaffetilchin Investment Partners, LLC has purchased 346 new stocks and bought additional shares in 175 stocks.
Jaffetilchin Investment Partners, LLC sold shares of 142 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple: $85,822,282
iShares Core S&P Total U.S. Stock Market ETF: $83,918,374
Vanguard Total Stock Market ETF: $62,596,830
Schwab US Large-Cap ETF: $55,611,033
Vanguard Large-Cap ETF: $52,376,272

Largest New Holdings this Quarter

SPDR Portfolio S&P 600 Small Cap ETF: $2,598,771 Holding
FT Vest U.S. Equity Deep Buffer ETF - September: $2,253,894 Holding
BLACKROCK INC COM: $1,015,355 Holding
US Treasury 3 Month Bill ETF: $1,003,156 Holding
Invesco Dorsey Wright Healthcare Momentum ETF: $910,719 Holding

Largest Purchases this Quarter

Apple: 66,351 shares (about $15.46M)
Amazon.com: 39,766 shares (about $7.41M)
SPDR S&P 500 ETF Trust: 8,904 shares (about $5.11M)
Broadcom: 17,631 shares (about $3.04M)
SPDR Portfolio S&P 600 Small Cap ETF: 57,103 shares (about $2.60M)

Largest Sales this Quarter

SPDR Portfolio S&P 1500 Composite Stock Market ETF: 24,646 shares (about $1.73M)
Schwab US Broad Market ETF: 24,323 shares (about $1.62M)
iShares Core S&P Total U.S. Stock Market ETF: 11,565 shares (about $1.45M)
Vanguard Total Stock Market ETF: 5,056 shares (about $1.43M)
First Trust Technology AlphaDEX Fund: 9,809 shares (about $1.36M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$85,822,282	$15,459,782 ▲	22.0%	368,336	6.5%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$83,918,374	$1,452,794 ▼	-1.7%	668,034	6.3%	ETF
VTI Vanguard Total Stock Market ETF	$62,596,830	$1,431,658 ▼	-2.2%	221,065	4.7%	ETF
SCHX Schwab US Large-Cap ETF	$55,611,033	$2,196,305 ▲	4.1%	819,617	4.2%	ETF
VV Vanguard Large-Cap ETF	$52,376,272	$384,930 ▲	0.7%	198,930	4.0%	ETF
NVDA NVIDIA	$52,052,763	$120,104 ▼	-0.2%	428,629	3.9%	Computer and Technology
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$34,912,129	$1,726,697 ▼	-4.7%	498,318	2.6%	ETF
SCHB Schwab US Broad Market ETF	$33,083,806	$1,617,967 ▼	-4.7%	497,351	2.5%	ETF
QQQ Invesco QQQ	$32,838,309	$1,243,114 ▲	3.9%	67,282	2.5%	Finance
MSFT Microsoft	$31,589,807	$1,614,065 ▲	5.4%	73,413	2.4%	Computer and Technology
AMZN Amazon.com	$27,074,213	$7,409,624 ▲	37.7%	145,302	2.0%	Retail/Wholesale
EMLP First Trust North American Energy Infrastructure Fund	$26,040,473	$1,509,682 ▲	6.2%	775,014	2.0%	ETF
TSLA Tesla	$24,510,542	$10,465 ▼	0.0%	93,684	1.9%	Auto/Tires/Trucks
PFF iShares Preferred and Income Securities ETF	$24,131,221	$909,073 ▲	3.9%	726,188	1.8%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$22,424,029	$2,084,734 ▲	10.2%	269,682	1.7%	Manufacturing
VMBS Vanguard Mortgage-Backed Securities ETF	$20,053,397	$961,998 ▲	5.0%	424,770	1.5%	ETF
BSCO Invesco BulletShares 2024 Corporate Bond ETF	$19,022,625	$957,940 ▲	5.3%	900,692	1.4%	ETF
META Meta Platforms	$18,215,943	$323,997 ▲	1.8%	31,822	1.4%	Computer and Technology
AGZ iShares Agency Bond ETF	$16,906,122	$866,972 ▲	5.4%	153,135	1.3%	Finance
RDVY First Trust NASDAQ Rising Dividend Achievers	$16,754,628	$531,942 ▼	-3.1%	282,970	1.3%	Manufacturing
JEPI JPMorgan Equity Premium Income ETF	$15,143,541	$116,877 ▼	-0.8%	254,471	1.1%	ETF
GOOGL Alphabet	$14,631,493	$1,456,665 ▲	11.1%	88,221	1.1%	Computer and Technology
FTSM First Trust Enhanced Short Maturity ETF	$14,441,499	$254,747 ▼	-1.7%	241,214	1.1%	Manufacturing
LLY Eli Lilly and Company	$12,949,622	$613,949 ▲	5.0%	14,617	1.0%	Medical
SCHD Schwab US Dividend Equity ETF	$12,857,529	$131,951 ▲	1.0%	152,106	1.0%	ETF
IWB iShares Russell 1000 ETF	$12,475,291	$33,954 ▲	0.3%	39,681	0.9%	ETF
LMT Lockheed Martin	$12,218,187	$25,720 ▲	0.2%	20,902	0.9%	Aerospace
EPRF Innovator S&P Investment Grade Preferred ETF	$11,410,880	$708,815 ▲	6.6%	580,706	0.9%	ETF
AIVL WisdomTree U.S. AI Enhanced Value Fund	$9,783,693	$51,198 ▲	0.5%	87,904	0.7%	Finance
JPM JPMorgan Chase & Co.	$9,045,867	$340,749 ▲	3.9%	42,900	0.7%	Finance
ISHARES BITCOIN TRUST ETF	$8,659,855	$119,410 ▼	-1.4%	239,686	0.7%	ETF
IVV iShares Core S&P 500 ETF	$8,205,217	$137,282 ▼	-1.6%	14,225	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$8,139,867	$5,108,718 ▲	168.5%	14,187	0.6%	Finance
GLD SPDR Gold Shares	$7,938,419	$543,245 ▼	-6.4%	32,660	0.6%	Finance
PG Procter & Gamble	$7,762,816	$343,802 ▲	4.6%	44,820	0.6%	Consumer Staples
BRK.B Berkshire Hathaway	$7,570,901	$609,391 ▲	8.8%	16,449	0.6%	Finance
GOOG Alphabet	$7,458,947	$1,156,944 ▲	18.4%	44,614	0.6%	Computer and Technology
UNH UnitedHealth Group	$7,056,558	$287,080 ▲	4.2%	12,069	0.5%	Medical
JVAL JPMorgan US Value Factor ETF	$6,844,716	$355,095 ▼	-4.9%	157,097	0.5%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$5,830,540	$225,590 ▼	-3.7%	80,277	0.4%	Manufacturing
AIRR First Trust RBA American Industrial Renaissance ETF	$5,762,329	$658,287 ▼	-10.3%	77,171	0.4%	Manufacturing
JNJ Johnson & Johnson	$5,580,743	$299,327 ▲	5.7%	34,436	0.4%	Medical
V Visa	$5,382,013	$214,456 ▲	4.2%	19,575	0.4%	Business Services
CIBR First Trust Nasdaq Cybersecurity ETF	$5,353,571	$385,114 ▲	7.8%	90,386	0.4%	Manufacturing
NEE NextEra Energy	$5,336,528	$634,226 ▼	-10.6%	63,132	0.4%	Utilities
HD Home Depot	$5,203,599	$161,675 ▲	3.2%	12,842	0.4%	Retail/Wholesale
MA Mastercard	$5,151,898	$1,348,589 ▲	35.5%	10,433	0.4%	Business Services
JPST JPMorgan Ultra-Short Income ETF	$5,099,781	$441,641 ▲	9.5%	100,508	0.4%	ETF
SHOP Shopify	$5,020,008	$51,691 ▼	-1.0%	62,640	0.4%	Computer and Technology
BX Blackstone	$4,794,489	$79,627 ▲	1.7%	31,310	0.4%	Finance
IYW iShares U.S. Technology ETF	$4,341,469	$101,888 ▲	2.4%	28,634	0.3%	Manufacturing
MCD McDonald's	$4,298,841	$249,398 ▼	-5.5%	14,117	0.3%	Retail/Wholesale
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$4,270,120	$231,570 ▲	5.7%	103,669	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$4,104,463	$95,043 ▲	2.4%	18,181	0.3%	ETF
PANW Palo Alto Networks	$4,064,686	$20,508 ▼	-0.5%	11,892	0.3%	Computer and Technology
SOXX iShares Semiconductor ETF	$4,039,533	$23,521 ▼	-0.6%	17,518	0.3%	ETF
ISRG Intuitive Surgical	$3,860,891	$62,391 ▼	-1.6%	7,859	0.3%	Medical
BA Boeing	$3,727,986	$240,829 ▼	-6.1%	24,520	0.3%	Aerospace
CAT Caterpillar	$3,688,627	$233,888 ▲	6.8%	9,431	0.3%	Industrial Products
IJH iShares Core S&P Mid-Cap ETF	$3,675,182	$24,118 ▲	0.7%	58,973	0.3%	ETF
IBM International Business Machines	$3,673,498	$338,476 ▲	10.1%	16,616	0.3%	Computer and Technology
CBLS Clough Long/Short Equity ETF	$3,607,970	$506,266 ▲	16.3%	142,725	0.3%	ETF
COST Costco Wholesale	$3,450,161	$216,300 ▲	6.7%	3,892	0.3%	Retail/Wholesale
AVGO Broadcom	$3,353,021	$3,041,317 ▲	975.7%	19,438	0.3%	Computer and Technology
MMSC First Trust Multi-Manager Small Cap Opportunities ETF	$3,303,518	$201,375 ▼	-5.7%	160,521	0.2%	ETF
SKYY First Trust Cloud Computing ETF	$3,200,730	$29,349 ▲	0.9%	31,300	0.2%	Manufacturing
IWM iShares Russell 2000 ETF	$3,142,274	$2,595,369 ▲	474.6%	14,226	0.2%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$3,107,685	$165,722 ▼	-5.1%	17,346	0.2%	ETF
MRK Merck & Co., Inc.	$3,103,713	$86,987 ▲	2.9%	27,331	0.2%	Medical
KO Coca-Cola	$2,999,186	$31,618 ▲	1.1%	41,737	0.2%	Consumer Staples
UNP Union Pacific	$2,947,659	$259,544 ▲	9.7%	11,959	0.2%	Transportation
AMLP Alerian MLP ETF	$2,914,855	$165,144 ▼	-5.4%	61,847	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,895,765	$16,959 ▲	0.6%	24,759	0.2%	ETF
VOO Vanguard S&P 500 ETF	$2,894,032	$271,728 ▲	10.4%	5,485	0.2%	ETF
BAC Bank of America	$2,786,501	$24,046 ▼	-0.9%	70,224	0.2%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$2,669,751	$41,776 ▼	-1.5%	14,890	0.2%	ETF
WMT Walmart	$2,639,471	$97,707 ▲	3.8%	32,687	0.2%	Retail/Wholesale
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,598,771	$2,598,771 ▲	New Holding	57,103	0.2%	ETF
GE General Electric	$2,526,624	$326,059 ▲	14.8%	13,398	0.2%	Transportation
RTX RTX	$2,487,887	$87,841 ▲	3.7%	20,534	0.2%	Aerospace
TOTL SPDR Doubleline Total Return Tactical ETF	$2,475,372	$1,322,887 ▲	114.8%	59,792	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$2,389,492	$15,277 ▲	0.6%	27,215	0.2%	ETF
FTCS First Trust Capital Strength ETF	$2,344,440	$9,988 ▲	0.4%	25,820	0.2%	ETF
MSOS AdvisorShares Pure US Cannabis ETF	$2,320,610	$58,292 ▼	-2.5%	323,656	0.2%	ETF
POWA Invesco Bloomberg Pricing Power ETF	$2,292,460		0.0%	27,005	0.2%	ETF
DSEP FT Vest U.S. Equity Deep Buffer ETF - September	$2,253,894	$2,253,894 ▲	New Holding	56,277	0.2%	ETF
ABNB Airbnb	$2,240,945		0.0%	17,672	0.2%	Consumer Discretionary
PEP PepsiCo	$2,166,106	$1,020 ▲	0.0%	12,738	0.2%	Consumer Staples
SPG Simon Property Group	$2,157,017	$15,043 ▼	-0.7%	12,762	0.2%	Finance
AXON Axon Enterprise	$2,136,351	$153,053 ▼	-6.7%	5,346	0.2%	Aerospace
DUK Duke Energy	$2,060,309	$61,340 ▲	3.1%	17,869	0.2%	Utilities
LDOS Leidos	$2,052,215	$69,766 ▼	-3.3%	12,590	0.2%	Aerospace
XOM Exxon Mobil	$2,011,794	$527,007 ▲	35.5%	17,163	0.2%	Oils/Energy
SPLV Invesco S&P 500 Low Volatility ETF	$1,957,947	$347,676 ▼	-15.1%	27,296	0.1%	ETF
SPROTT PHYSICAL GOLD & SILVER TR UNIT	$1,824,986	$1,103,563 ▲	153.0%	74,520	0.1%	CEF
HDV iShares Core High Dividend ETF	$1,787,721	$64,927 ▲	3.8%	15,199	0.1%	ETF
VTV Vanguard Value ETF	$1,768,930	$362,584 ▲	25.8%	10,133	0.1%	ETF
ABBV AbbVie	$1,765,027	$153,043 ▲	9.5%	8,938	0.1%	Medical
T AT&T	$1,749,472	$27,412 ▼	-1.5%	79,521	0.1%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$1,744,599	$10,793 ▲	0.6%	30,388	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Jaffetilchin Investment Partners, LLC Top Holdings and 13F Report (2024)

About Jaffetilchin Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Jaffetilchin Investment Partners, LLC Top Holdings and 13F Report (2024)

About Jaffetilchin Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJaffetilchin Investment Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools