13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001404652
Total reported value
$1.7B
$1.7B
403 檔
19.9%
At the close of Q1 2025, Jaffetilchin Investment Partners, LLC disclosed equity holdings valued at approximately $1.7B, spread across 403 reported holdings.
In Q1 2025, Jaffetilchin Investment Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 403 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.04% | -0.73% | -0.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.83% | -0.42% | -0.85% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.52% | -0.73% | -0.29% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.09% | -0.11% | +0.83% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 3.77% | -0.12% | +0.89% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | -0.22% | +0.11% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.55% | -0.67% | -0.79% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.37% | -0.35% | -1.84% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.27% | -0.09% | +2.61% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.42% | +2.18% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | -0.15% | -3.99% | |
| 12 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.99% | +1.17% | — | |
| 13 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.94% | -1.55% | — | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.81% | -1.18% | +7.21% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.80% | -0.39% | +0.22% | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.72% | +0.24% | -19.40% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-Other | 1.56% | +0.16% | -5.53% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.54% | -1.19% | +1734.17% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.13% | +1.79% | |
| 20 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.37% | +0.17% | — | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.36% | +0.12% | -8.69% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | -0.15% | -1.69% | |
| 23 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.05% | -0.05% | -3.38% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.05% | +0.43% | +5.92% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | -0.21% | +0.69% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.89% | -0.03% | +0.44% | |
| 27 | MLPA | Global X Mlp ETF | ETF-Other | 0.87% | +0.22% | +3801.32% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | +2.64% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.01% | +0.31% | |
| 30 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.71% | +0.02% | +0.33% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.66% | +0.17% | +0.09% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.17% | -8.80% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | +0.01% | +3.28% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.03% | +0.33% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | -0.09% | +2.18% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.04% | +2.86% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.51% | -0.20% | -38.84% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | -0.09% | +3.12% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | +0.07% | -0.81% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | +125.11% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.09% | +1.92% | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.43% | +0.11% | +130.82% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.04% | +0.07% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.42% | -0.15% | -2.02% | |
| 45 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.38% | -0.01% | -2.63% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | — | +8.87% | |
| 47 | AIRR | First Trust Rba American Ind | ETF-Other | 0.36% | -0.21% | -9.17% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.01% | -9.59% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.32% | +0.04% | -0.65% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | +0.03% | +261.20% |
According to official SEC Form 13F filings, Jaffetilchin Investment Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 403 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, AAPL, VTI) accounted for 19.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
ITOT
市值: $83.3M
During Q1 2025, Jaffetilchin Investment Partners, LLC's top holdings by market value included ITOT (6.0%)、AAPL (5.8%)、VTI (4.5%). The largest single position, ITOT, represented 6.0% of total portfolio value.
In Q1 2025, Jaffetilchin Investment Partners, LLC made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.