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CIK: 0001404652
Total reported value
$1.7B
$1.7B
382 檔
21.4%
During the Q4 2024 filing period, Jaffetilchin Investment Partners, LLC (CIK: 0001404652) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 382 reported positions.
During Q4 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 382 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.61% | -0.42% | -1.01% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.38% | -0.73% | +2.51% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.77% | -0.73% | +2.90% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.24% | -0.11% | +208.48% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.06% | -0.22% | -2.58% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.91% | -0.12% | +0.64% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.79% | -0.39% | +1.73% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.69% | -0.67% | +4.36% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.54% | -0.35% | +210.42% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.42% | +8.76% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.41% | -0.09% | -3.33% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | -0.15% | +3.61% | |
| 13 | EMLP | First Trust North American E | ETF-Other | 2.03% | +0.24% | +1.47% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-Other | 1.68% | +0.16% | +1.65% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.67% | -1.18% | +4.08% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | -0.15% | +23.99% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.46% | +0.12% | +4.44% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.13% | +2.97% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 1.27% | +0.01% | +4.82% | |
| 20 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.25% | +0.02% | +4.02% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.11% | +0.01% | +4.99% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.08% | -0.05% | +3.41% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.96% | +0.43% | +220.04% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.95% | -0.20% | +2.70% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.93% | -0.03% | +0.04% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | -0.21% | +1.83% | |
| 27 | EPRF | Innovat S&p Invest Grd Pref | ETF-Other | 0.75% | — | -2.47% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | — | +0.06% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.71% | +0.17% | -3.40% | |
| 30 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.68% | +0.02% | +0.58% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.01% | +18.00% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.09% | +3.53% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.03% | -0.08% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.17% | +3.85% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | +0.01% | +2.97% | |
| 36 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.52% | — | +5.52% | |
| 37 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.48% | -0.15% | -0.89% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | +0.07% | +27.92% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.04% | +3.72% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | -0.09% | +1.22% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-Other | 0.45% | -0.21% | +3.66% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.41% | +0.02% | +7.14% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.04% | +3.11% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.04% | +1.48% | |
| 45 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.39% | -0.01% | -5.32% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.01% | +5.96% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.09% | +3.42% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.01% | +3.44% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.33% | -0.03% | +0.24% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.32% | +0.04% | -1.61% |
According to official SEC Form 13F filings, Jaffetilchin Investment Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 382 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, ITOT, VTI) accounted for 21.4% of total reported equity market value during Q4 2024.
During Q4 2024, Jaffetilchin Investment Partners, LLC's top holdings by market value included AAPL (6.6%)、ITOT (6.4%)、VTI (4.8%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q4 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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