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CIK: 0001404652
Total reported value
$1.7B
$1.7B
362 檔
16.7%
As reported in its official Q1 2024 Form 13F filing, Jaffetilchin Investment Partners, LLC's tracked investment portfolio stood at $1.7B with 362 total positions.
During Q1 2024, Jaffetilchin Investment Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.00% | -0.73% | +5.96% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.80% | -0.73% | +5.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.78% | -0.42% | -2.13% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.38% | -0.11% | +0.26% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 4.24% | -0.12% | +0.32% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.61% | -0.22% | -1.35% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.96% | -0.67% | +18.55% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.82% | -0.35% | +10.60% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.42% | -0.88% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.58% | -0.09% | -25.07% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-Other | 1.93% | +0.16% | +170.77% | |
| 12 | EMLP | First Trust North American E | ETF-Other | 1.88% | +0.24% | +302.49% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.76% | -1.18% | -13.03% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.15% | -2.62% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.60% | +0.12% | +18.80% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.60% | -0.39% | +1.37% | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.52% | — | — | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.51% | +0.01% | +9.47% | |
| 19 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.35% | +0.02% | +14.09% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.13% | -0.99% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.32% | +0.01% | +11.70% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | -0.15% | +0.02% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.06% | +0.43% | +9.93% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.02% | -0.03% | +0.20% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | -0.21% | +2.83% | |
| 26 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.92% | -0.05% | +2.14% | |
| 27 | EPRF | Innovat S&p Invest Grd Pref | ETF-Other | 0.90% | — | — | |
| 28 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.87% | -0.20% | — | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.83% | +0.17% | -4.49% | |
| 30 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.79% | +0.02% | +0.49% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | — | +4.11% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | -1.53% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.17% | +293.97% | |
| 34 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.62% | — | -30.17% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | +0.01% | +4.97% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | +4.07% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.52% | +0.02% | -14.12% | |
| 38 | AIRR | First Trust Rba American Ind | ETF-Other | 0.51% | -0.21% | +446.48% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | -0.09% | +2.96% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | -0.09% | +10.52% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.09% | +3.48% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.04% | +4.16% | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.46% | -0.01% | -55.31% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.44% | -0.15% | -1.88% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.43% | -0.01% | -4.01% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.01% | -7.06% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.04% | -6.10% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | — | +1.28% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | +0.04% | -5.96% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.36% | +0.07% | -77.88% |
According to official SEC Form 13F filings, Jaffetilchin Investment Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 362 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, VTI, AAPL) accounted for 16.7% of total reported equity market value during Q1 2024.
During Q1 2024, Jaffetilchin Investment Partners, LLC's top holdings by market value included ITOT (7.0%)、VTI (4.8%)、AAPL (4.8%). The largest single position, ITOT, represented 7.0% of total portfolio value.
In Q1 2024, Jaffetilchin Investment Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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