Free Trial

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

About Jaffetilchin Investment Partners, LLC

Investment Activity

  • Jaffetilchin Investment Partners, LLC has $1.53 billion in total holdings as of June 30, 2025.
  • Jaffetilchin Investment Partners, LLC owns shares of 427 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
  • Approximately 4.89% of the portfolio was purchased this quarter.
  • About 2.98% of the portfolio was sold this quarter.
  • This quarter, Jaffetilchin Investment Partners, LLC has purchased 403 new stocks and bought additional shares in 167 stocks.
  • Jaffetilchin Investment Partners, LLC sold shares of 168 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

Apple
$74,072,910
NVIDIA
$65,585,223

Largest New Holdings this Quarter

247361702 - Delta Air Lines
$1,416,537 Holding
00214Q401 - ARK Next Generation Internet ETF
$1,227,165 Holding
74762E102 - Quanta Services
$1,138,227 Holding
48251W104 - KKR & Co. Inc.
$1,066,449 Holding
33738D812 - FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF
$1,012,250 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
93,693 shares (about $2.48M)
Invesco QQQ
4,117 shares (about $2.27M)
Oracle
9,580 shares (about $2.09M)
Vanguard Total Stock Market ETF
6,209 shares (about $1.89M)

Largest Sales this Quarter

Pfizer
65,761 shares (about $1.59M)
Dollar General
11,815 shares (about $1.35M)
Procter & Gamble
8,376 shares (about $1.33M)
Hasbro
16,885 shares (about $1.25M)
Walt Disney
9,752 shares (about $1.21M)

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
$96,985,805$4,815,253 5.2%718,2016.3%ETF
Apple Inc. stock logo
AAPL
Apple
$74,072,910$105,047 -0.1%361,0324.8%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$70,824,731$1,887,099 2.7%233,0304.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$65,585,223$464,332 -0.7%415,1234.3%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$62,524,204$220,058 0.4%2,558,2734.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$57,670,805$42,510 0.1%202,1413.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$40,644,675$64,663 0.2%81,7132.7%Computer and Technology
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$39,100,637$459,824 1.2%522,1082.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$39,086,042$2,271,110 6.2%70,8542.6%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$36,688,063$574,208 1.6%1,539,5752.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$33,263,233$1,553,938 4.9%151,6172.2%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$30,034,446$306,542 -1.0%94,5492.0%Auto/Tires/Trucks
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
$29,389,351$263,759 0.9%728,6081.9%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$26,912,168$137,008 0.5%531,3361.8%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$25,238,775$304,014 1.2%304,5951.7%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$25,062,090$444,335 1.8%33,9551.6%Computer and Technology
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$23,762,525$13,129 -0.1%633,4981.6%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$21,306,062$108,978 0.5%362,4711.4%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$21,206,328$189,879 -0.9%691,2101.4%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$19,212,796$208,920 1.1%823,5231.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$19,089,411$138,693 0.7%108,3211.2%Computer and Technology
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$18,845,234$73,356 0.4%406,6731.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$16,146,732$2,482,863 18.2%609,3111.1%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$14,725,459$295,698 2.0%245,9571.0%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,603,843$830,889 6.5%46,9240.9%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$13,544,590$5,094 0.0%39,8870.9%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,513,043$1,830,322 15.7%17,3350.9%Medical
Global X MLP ETF stock logo
MLPA
Global X MLP ETF
$11,153,309$147,036 -1.3%222,1770.7%ETF
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$10,069,949$41,607 0.4%89,0660.7%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$9,479,263$50,297 0.5%31,0970.6%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$9,459,613$99,575 1.1%20,4250.6%Aerospace
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,405,081$52,949 -0.6%19,3610.6%Finance
ISHARES BITCOIN TRUST ETF
$9,317,815$102,159 1.1%152,2270.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,848,320$5,588 -0.1%14,2510.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$8,210,901$161,426 -1.9%46,2870.5%Computer and Technology
Visa Inc. stock logo
V
Visa
$7,454,468$39,765 0.5%20,9960.5%Business Services
Shopify Inc. stock logo
SHOP
Shopify
$7,036,751$20,302 0.3%61,0030.5%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,855,345$1,704 0.0%12,0690.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$6,588,921$125,737 1.9%130,0100.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$6,551,456$555,442 9.3%23,7670.4%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$6,259,668$1,334,461 -17.6%39,2900.4%Consumer Staples
MMSC
First Trust Multi-Manager Small Cap Opportunities ETF
$6,115,947$1,713,086 38.9%296,2890.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$6,035,948$13,487 -0.2%10,7410.4%Business Services
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$6,000,272$297,557 -4.7%79,3900.4%Manufacturing
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$5,976,288$62,027 1.0%73,4190.4%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,743,075$198,269 3.6%37,5980.4%Medical
PALANTIR TECHNOLOGIES INC CL A
$5,576,769$711,734 14.6%40,9090.4%Stock
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,435,040$47,918 0.9%64,0850.4%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$5,271,020$1,533,206 41.0%131,4140.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$5,178,519$1,274,952 32.7%52,9610.3%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$5,097,802$586,995 13.0%13,9040.3%Retail/Wholesale
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$5,007,531$6,411 -0.1%28,9000.3%Manufacturing
International Business Machines Corporation stock logo
IBM
International Business Machines
$4,987,965$380,560 8.3%16,9210.3%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,922,001$20,259 -0.4%24,0520.3%Computer and Technology
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$4,916,492$516,654 11.7%5,9380.3%Aerospace
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$4,804,025$1,722,974 55.9%76,5700.3%Manufacturing
The Boeing Company stock logo
BA
Boeing
$4,768,295$487,578 -9.3%22,7570.3%Aerospace
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,613,415$116,234 2.6%18,2180.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,548,076$294,031 6.9%4,5940.3%Retail/Wholesale
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$4,524,581$3,361 -0.1%106,3360.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$4,377,383$12,797 0.3%44,1270.3%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,296,868$22,823 -0.5%69,2820.3%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,275,650$8,330 -0.2%61,5910.3%Utilities
Clough Hedged Equity ETF stock logo
CBLS
Clough Hedged Equity ETF
$4,247,958$87,563 2.1%147,9160.3%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$4,232,058$458,996 -9.8%14,4850.3%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,163,064$77,708 -1.8%7,6610.3%Medical
GE Aerospace stock logo
GE
GE Aerospace
$4,138,975$507,044 14.0%16,0810.3%Aerospace
Bank of America Corporation stock logo
BAC
Bank of America
$4,119,808$723,568 21.3%87,0630.3%Finance
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$4,115,095$105,390 -2.5%82,3100.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,934,262$139,627 3.7%6,3680.3%Finance
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$3,921,777$3,406 0.1%32,2410.3%Manufacturing
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$3,794,072$81,157 -2.1%15,8950.2%ETF
Blackstone Inc. stock logo
BX
Blackstone
$3,727,029$100,516 -2.6%24,9170.2%Finance
SPDR S&P Metals & Mining ETF stock logo
XME
SPDR S&P Metals & Mining ETF
$3,630,568$37,643 1.0%54,0100.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$3,596,238$109,085 3.1%46,5170.2%Manufacturing
Netflix, Inc. stock logo
NFLX
Netflix
$3,535,302$956,138 37.1%2,6400.2%Consumer Discretionary
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$3,415,317$33,719 1.0%38,8940.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,386,149$59,558 1.8%15,6920.2%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,250,452$135,369 -4.0%20,4100.2%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,226,998$338,399 11.7%17,7180.2%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,144,867$92,351 3.0%28,7750.2%ETF
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$3,144,423$36,861 -1.2%29,7710.2%Construction
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,059,878$198,007 6.9%53,8240.2%ETF
RTX Corporation stock logo
RTX
RTX
$3,051,921$472,514 18.3%20,9010.2%Aerospace
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,039,700$1,120,380 -26.9%7,8300.2%Industrials
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$2,989,814$79,105 2.7%61,1910.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$2,975,414$38,559 -1.3%42,0550.2%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,914,482$1,015,483 -25.8%9,3420.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,897,130$419,823 16.9%41,7570.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$2,852,999$1,209,356 -29.8%23,0060.2%Consumer Discretionary
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$2,830,399$43,694 -1.5%15,4820.2%ETF
AT&T Inc. stock logo
T
AT&T
$2,683,079$7,785 -0.3%92,7120.2%Computer and Technology
SPDR S&P Oil & Gas Exploration & Production ETF stock logo
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
$2,660,823$387,594 -12.7%21,1510.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$2,631,877$2,094,483 389.7%12,0380.2%Computer and Technology
GE VERNOVA INC COM
$2,603,314$12,170 -0.5%4,9200.2%Stock
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,498,318$38,839 1.6%41,6180.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,497,360$1,515,028 154.2%13,7410.2%ETF
Lincoln National Corporation stock logo
LNC
Lincoln National
$2,487,152$43,388 -1.7%71,8830.2%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,467,374$11,545 -0.5%57,9200.2%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$2,453,184$44,172 1.8%26,9910.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data