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CIK: 0001404652
Total reported value
$1.7B
$1.7B
346 檔
18.4%
In Q2 2024, Jaffetilchin Investment Partners, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 346 disclosed stock positions.
During Q2 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 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.89% | -0.73% | +0.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.43% | -0.42% | -2.83% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.17% | -0.73% | +9.68% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | -0.22% | +863.20% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.32% | -0.11% | +0.01% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 4.21% | -0.12% | +0.07% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.96% | -0.67% | +1.69% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.80% | -0.35% | +1.29% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.42% | +1.30% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.65% | -0.09% | +0.01% | |
| 11 | EMLP | First Trust North American E | ETF-Other | 1.90% | +0.24% | +2.86% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 1.88% | +0.16% | +4.51% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | -0.15% | +1.58% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.71% | -1.18% | +2.09% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.58% | -0.39% | -7.60% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.57% | +0.12% | +3.19% | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.54% | — | +5.61% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.36% | +0.01% | -2.87% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.13% | +2.99% | |
| 20 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.34% | +0.02% | +4.26% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.25% | -0.05% | +42.23% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.24% | +0.01% | +0.77% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | -0.15% | +0.82% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | -0.21% | +1.26% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.01% | -0.03% | +0.19% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.00% | +0.43% | +2.39% | |
| 27 | EPRF | Innovat S&p Invest Grd Pref | ETF-Other | 0.86% | — | +5.16% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.83% | +0.17% | +2.42% | |
| 29 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.75% | +0.02% | +0.58% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | — | +2.09% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.71% | -0.20% | +0.81% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | +0.03% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.17% | +1.37% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | +0.01% | +1.66% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | -0.09% | +1.00% | |
| 36 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.58% | — | -0.19% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.01% | +2.98% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | -0.09% | +3.15% | |
| 39 | AIRR | First Trust Rba American Ind | ETF-Other | 0.50% | -0.21% | +1.28% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.48% | +0.02% | -1.58% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.43% | +0.04% | +6.84% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.04% | +1.57% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.09% | -4.02% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.41% | -0.01% | +4.66% | |
| 45 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.40% | -0.01% | -7.86% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.40% | +0.07% | +14.30% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.37% | +0.02% | +2.41% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.01% | +1.91% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.36% | -0.03% | -0.13% | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.36% | -0.15% | -1.53% |
According to official SEC Form 13F filings, Jaffetilchin Investment Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 346 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, AAPL, VTI) accounted for 18.4% of total reported equity market value during Q2 2024.
During Q2 2024, Jaffetilchin Investment Partners, LLC's top holdings by market value included ITOT (6.9%)、AAPL (5.4%)、VTI (5.2%). The largest single position, ITOT, represented 6.9% of total portfolio value.
In Q2 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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