Jaffetilchin Investment Partners, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Jaffetilchin Investment Partners, LLC

CIK Number: 0001404652

1.53B
Market Value
389
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 24, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ITOT iShares Core S&...
142.19
+0.39% 682.54K -0.33% 83.28M 87.41 6.04% Share
2 AAPL Apple Inc.
232.56
+0.90% 361.54K -0.85% 80.31M 94.61 5.83% Share
3 VTI Vanguard Total ...
320.06
+0.35% 226.82K -0.29% 62.34M 202.61 4.52% Share
4 SCHX Schwab U.S. Lar...
25.71
+0.33% 2.55M +0.83% 56.29M 15.53 4.09% Share
5 VV Vanguard Large ...
299.67
+0.38% 201.99K +0.89% 51.92M 174.29 3.77% Share
6 NVDA NVIDIA Corporat...
180.17
-0.79% 418.06K +0.11% 45.31M 18.77 3.29% Share
7 SPTM SPDR Portfolio ...
78.72
+0.30% 515.97K -0.79% 35.09M 57.81 2.55% Share
8 SCHB Schwab U.S. Bro...
25.09
+0.37% 1.52M -1.84% 32.63M 16.2 2.37% Share
9 QQQ Invesco QQQ Tru...
577.07
+0.62% 66.74K +2.61% 31.29M 327.58 2.27% Share
10 MSFT Microsoft Corpo...
509.64
+0.57% 81.58K +2.18% 30.63M 267.47 2.22% Share
11 AMZN Amazon.com, Inc...
231.60
+1.08% 144.53K -3.99% 27.5M 141.4 2.00% Share
12 DJAN FT Cboe Vest U....
41.56
+0.14% 722.07K +100.00% 27.42M 37.97 1.99% Share
13 TFLO iShares Treasur...
50.60
+0.02% 528.63K +100.00% 26.78M 50.66 1.94% Share
14 SHY iShares 1-3 Yea...
82.91
-0.04% 300.93K +7.21% 24.9M 82.8 1.81% Share
15 TSLA Tesla, Inc.
345.98
-1.04% 95.51K +0.22% 24.75M 191.64 1.80% Share
16 EMLP First Trust Nor...
37.99
+0.11% 633.85K -19.4% 23.76M 28.37 1.72% Share
17 PFF iShares Preferr...
31.62
-0.03% 697.4K -5.53% 21.43M 32.8 1.56% Share
18 VGSH Vanguard Short-...
58.81
-0.03% 360.62K +1.73K% 21.16M 58.66 1.54% Share
19 META Meta Platforms,...
751.11
+0.50% 33.35K +1.79% 19.22M 281.84 1.40% Share
20 BSJQ Invesco BulletS...
23.39
-0.02% 814.57K +100.00% 18.89M 23.19 1.37% Share
21 VMBS Vanguard Mortga...
46.67
+0.13% 405.09K -8.69% 18.76M 46.16 1.36% Share
22 GOOGL Alphabet Inc.
211.64
+2.01% 107.53K -1.69% 16.63M 119.95 1.21% Share
23 FTSM First Trust Enh...
60.10
+0.02% 241.02K -3.38% 14.42M 59.52 1.05% Share
24 SCHD Schwab U.S. Div...
27.82
-0.2% 515.62K +5.92% 14.42M 25.17 1.05% Share
25 LLY Eli Lilly and C...
732.20
-0.27% 14.99K +0.69% 12.38M 296.28 0.90% Share
26 IWB iShares Russell...
356.79
+0.37% 39.87K +0.44% 12.23M 179.9 0.89% Share
27 MLPA Global X MLP ET...
50.01
+0.49% 225.11K +3.8K% 11.98M 52.9 0.87% Share
28 JPM JPMorgan Chase ...
300.74
+0.49% 44.06K +2.64% 10.81M 143.85 0.78% Share
29 BRK-B Berkshire Hatha...
499.93
+0.85% 19.47K +0.31% 10.37M 305.88 0.75% Share
30 AIVL WisdomTree U.S....
114.60
+0.06% 88.7K +0.33% 9.74M 82.07 0.71% Share
31 LMT Lockheed Martin...
456.03
+0.34% 20.21K +0.09% 9.03M 381.06 0.66% Share
32 GLD SPDR Gold Share...
314.99
+0.73% 30.93K -8.8% 8.91M 198.42 0.65% Share
33 PG The Procter & G...
155.64
-0.84% 47.67K +3.28% 8.12M 134.08 0.59% Share
34 IVV iShares Core S&...
652.11
+0.36% 14.26K +0.33% 8.01M 363.53 0.58% Share
35 GOOG Alphabet Inc.
212.37
+2.00% 47.2K +2.18% 7.37M 115.3 0.54% Share
36 V Visa Inc.
349.84
-0.15% 20.88K +2.86% 7.32M 221.51 0.53% Share
37 IBIT iShares Bitcoin...
63.58
-0.11% 150.56K -38.84% 7.05M 40.07 0.51% Share
38 UNH UnitedHealth Gr...
302.31
-0.52% 12.6K +3.12% 6.6M 420.04 0.48% Share
39 JPST JPMorgan Ultra-...
50.72
-0.01% 127.53K -0.81% 6.46M 50.34 0.47% Share
40 VOO Vanguard S&P 50...
596.59
+0.37% 12.07K +125.11% 6.2M 453.09 0.45% Share
41 JNJ Johnson & Johns...
175.40
-0.79% 36.3K +1.92% 6.02M 157.09 0.44% Share
42 XLE Energy Select S...
89.89
+0.75% 63.52K +130.82% 5.94M 78.13 0.43% Share
43 MA Mastercard Inco...
590.46
-0.03% 10.77K +0.07% 5.9M 383.56 0.43% Share
44 SHOP Shopify Inc.
141.54
+1.18% 60.83K -2.02% 5.82M 72.82 0.42% Share
45 CIBR First Trust NAS...
73.92
+1.11% 83.33K -2.63% 5.25M 41.36 0.38% Share
46 MCD McDonald's Corp...
312.27
+0.27% 16.06K +8.87% 5.02M 237.42 0.36% Share
47 AIRR First Trust RBA...
93.08
+0.34% 72.66K -9.17% 4.96M 65.72 0.36% Share
48 HD The Home Depot,...
407.36
-0.22% 12.3K -9.59% 4.51M 293.2 0.33% Share
49 NEE NextEra Energy,...
72.06
-2.48% 61.71K -0.65% 4.37M 71.38 0.32% Share
50 AGG iShares Core U....
99.58
+0.12% 44K +261.20% 4.35M 100.68 0.32% Share
51 DIVO Amplify CWP Enh...
43.63
-0.43% 106.42K -2.08% 4.34M 36.74 0.31% Share
52 BA The Boeing Comp...
236.19
+0.24% 25.08K +4.29% 4.28M 200.13 0.31% Share
53 TBIL US Treasury 3 M...
49.98
+0.01% 84.42K +32.71% 4.22M 49.94 0.31% Share
54 PANW Palo Alto Netwo...
191.02
+1.82% 24.15K -0.83% 4.12M 73.01 0.30% Share
55 COST Costco Wholesal...
944.96
-0.48% 4.3K +2.04% 4.06M 621.18 0.29% Share
56 IJH iShares Core S&...
65.52
+0.13% 69.65K +18.27% 4.06M 51.79 0.29% Share
57 IYW iShares U.S. Te...
184.64
+0.98% 28.94K +0.82% 4.06M 78.71 0.29% Share
58 IBM International B...
245.77
+0.38% 15.63K -7.47% 3.89M 144.47 0.28% Share
59 MMSC First Trust Mul...
22.35
+0.99% 213.3K +26.44% 3.88M 16.18 0.28% Share
60 ISRG Intuitive Surgi...
473.84
+0.57% 7.8K -0.15% 3.87M 268.29 0.28% Share
61 TOTL SPDR DoubleLine...
40.33
+0.16% 93.19K +15.56% 3.75M 40.39 0.27% Share
62 XLK Technology Sele...
266.54
+0.79% 17.76K +0.19% 3.67M 135.72 0.27% Share
63 AVGO Broadcom Inc.
308.65
+2.80% 21.75K +8.19% 3.64M 85.58 0.26% Share
64 BX Blackstone Inc.
172.05
+0.24% 25.59K -19.46% 3.58M 89.57 0.26% Share
65 CAT Caterpillar Inc...
435.10
+0.56% 10.72K +5.76% 3.53M 274.59 0.26% Share
66 WMT Walmart Inc.
96.14
+0.06% 39.92K +14.78% 3.5M 53.57 0.25% Share
67 SPY SPDR S&P 500 ET...
648.86
+0.34% 6.14K +2.62% 3.44M 420.95 0.25% Share
68 XLB Materials Selec...
92.14
-0.01% 38.51K +100.00% 3.31M 85.98 0.24% Share
69 SKYY First Trust Clo...
128.99
+3.13% 32.21K -2.89% 3.29M 76.71 0.24% Share
70 QCOM QUALCOMM Incorp...
160.80
+0.64% 21.26K -0.58% 3.27M 149.51 0.24% Share
71 DIS The Walt Disney...
117.67
-0.36% 32.76K -4.85% 3.23M 107.3 0.23% Share
72 XOP SPDR S&P Oil & ...
132.79
+1.06% 24.23K +100.00% 3.19M 131.71 0.23% Share
73 UNP Union Pacific C...
222.35
+0.63% 13.44K +3.35% 3.17M 215.03 0.23% Share
74 IXUS iShares Core MS...
80.19
+0.38% 45.11K -47.56% 3.15M 64.96 0.23% Share
75 AMLP Alerian MLP ETF
48.46
+0.54% 59.57K -8.41% 3.09M 44.61 0.22% Share
76 IWM iShares Russell...
236.22
+0.12% 15.42K +7.32% 3.08M 217.68 0.22% Share
77 SOXX iShares Semicon...
252.55
+0.48% 16.23K -2.12% 3.05M 145.88 0.22% Share
78 KO The Coca-Cola C...
68.36
-0.68% 42.6K +1.36% 3.05M 54.92 0.22% Share
79 PLTR Palantir Techno...
158.10
+0.88% 35.69K +2.02% 3.01M 29.01 0.22% Share
80 BAC Bank of America...
50.52
+0.28% 71.77K +0.93% 3M 33.63 0.22% Share
81 XME SPDR S&P Metals...
81.59
+0.69% 53.45K +100.00% 2.99M 55.99 0.22% Share
82 IJR iShares Core S&...
118.51
-0.21% 27.93K +12.69% 2.92M 104.04 0.21% Share
83 JEPI JPMorgan Equity...
57.19
+0.10% 50.34K -81.16% 2.88M 59.22 0.21% Share
84 RDVY First Trust Ris...
65.90
+0.09% 49.11K -83.44% 2.87M 48.49 0.21% Share
85 DG Dollar General ...
111.54
+0.31% 32.52K -9.63% 2.86M 76.61 0.21% Share
86 GE GE Aerospace
276.03
+0.98% 14.11K +3.39% 2.82M 109.3 0.20% Share
87 AXON Axon Enterprise...
781.90
+1.59% 5.31K +1.66% 2.8M 155.23 0.20% Share
88 MRK Merck & Co., In...
83.22
-1.01% 30.76K +4.66% 2.76M 85.15 0.20% Share
89 QUAL iShares MSCI US...
189.66
+0.16% 15.72K +1.56% 2.69M 134.85 0.20% Share
90 T AT&T Inc.
28.95
-0.36% 92.98K +4.65% 2.63M 19.15 0.19% Share
91 LNC Lincoln Nationa...
42.77
+0.81% 73.14K -23.66% 2.63M 31.71 0.19% Share
92 VZ Verizon Communi...
43.94
-0.74% 56.72K +25.83% 2.57M 45.11 0.19% Share
93 PM Philip Morris I...
165.71
+0.93% 15.86K +3.68% 2.52M 95.86 0.18% Share
94 DUK Duke Energy Cor...
122.39
-1.04% 20.21K -0.24% 2.46M 94.66 0.18% Share
95 MJ ETFMG Alternati...
38.45
+5.03% 125.77K +100.00% 2.45M 19.5 0.18% Share
96 JCI Johnson Control...
108.63
-0.59% 30.12K -8.18% 2.41M 78.92 0.18% Share
97 PFE Pfizer Inc.
24.61
-1.83% 94.12K -6.6% 2.38M 30.73 0.17% Share
98 FTCS First Trust Cap...
92.75
-0.26% 26.5K +1.70% 2.38M 68.16 0.17% Share
99 SPSM SPDR Portfolio ...
46.20
-0.15% 58.19K +0.37% 2.37M 45.48 0.17% Share
100 ARCC Ares Capital Co...
22.25
-0.27% 106.2K +18.53% 2.35M 21.45 0.17% Share
101 RTX RTX Corporation
160.68
+0.53% 17.66K -7.82% 2.34M 93.11 0.17% Share
102 VTV Vanguard Value ...
183.16
+0.05% 13.32K +26.90% 2.3M 154.01 0.17% Share
103 POWA Invesco Bloombe...
89.79
-0.16% 27.17K 0.00% 2.23M 63.17 0.16% Share
104 IEMG iShares Core MS...
62.38
+0.37% 40.97K +30.69% 2.21M 46.98 0.16% Share
105 CSCO Cisco Systems, ...
69.43
+1.45% 35.71K -11.5% 2.2M 54.13 0.16% Share
106 SPG Simon Property ...
179.41
+0.70% 12.97K +0.50% 2.15M 113.47 0.16% Share
107 DSEP FT Cboe Vest U....
43.74
+0.09% 53.77K 0.00% 2.13M 40.05 0.15% Share
108 ABNB Airbnb, Inc.
130.46
+0.47% 17.85K +1.06% 2.13M 137.55 0.15% Share
109 CVX Chevron Corpora...
159.34
+0.06% 12.47K +12.79% 2.09M 142.54 0.15% Share
110 ABBV AbbVie Inc.
207.92
-0.07% 9.9K +4.41% 2.07M 146.8 0.15% Share
111 AGZ iShares Agency ...
110.19
+0.18% 18.82K -88.18% 2.06M 107.93 0.15% Share
112 SPLV Invesco S&P 500...
73.21
-0.69% 27.15K -0.88% 2.03M 59.19 0.15% Share
113 BAX Baxter Internat...
24.41
-0.51% 57.51K -12.54% 1.97M 29.17 0.14% Share
114 MHK Mohawk Industri...
132.54
+0.25% 16.1K -8.9% 1.84M 119.13 0.13% Share
115 PEP PepsiCo, Inc.
146.98
-0.45% 12.05K -2.24% 1.81M 151.21 0.13% Share
116 XOM Exxon Mobil Cor...
113.37
+0.55% 15.18K +22.90% 1.81M 93.13 0.13% Share
117 NFLX Netflix, Inc.
1231.45
+0.65% 1.93K +2.72% 1.8M 517.53 0.13% Share
118 HDV iShares Core Hi...
122.67
-0.18% 14.73K -6.83% 1.78M 97.72 0.13% Share
119 DHDG FT Vest U.S. Eq...
32.57
+0.06% 59.09K +100.00% 1.78M 30.17 0.13% Share
120 GS The Goldman Sac...
751.12
+0.19% 3.24K +13.60% 1.77M 366.59 0.13% Share
121 GNRC Generac Holding...
186.90
-0.05% 13.7K -18.22% 1.73M 155.47 0.13% Share
122 APO Apollo Global M...
136.32
+0.44% 12.33K +65.45% 1.69M 91.8 0.12% Share
123 CBRL Cracker Barrel ...
60.06
-3.64% 43.34K -9.58% 1.68M 52.85 0.12% Share
124 AMGN Amgen Inc.
285.61
-0.82% 5.36K +35.28% 1.67M 278.33 0.12% Share
125 WFC Wells Fargo & C...
81.97
-0.64% 22.87K +1.65% 1.64M 40.55 0.12% Share
126 FDX FedEx Corporati...
231.19
-0.44% 6.71K -2.59% 1.63M 255.54 0.12% Share
127 VIG Vanguard Divide...
211.51
+0.16% 8.23K +19.91% 1.6M 163.11 0.12% Share
128 IWV iShares Russell...
369.60
+0.36% 5K +0.14% 1.59M 242.64 0.12% Share
129 FLOT iShares Floatin...
51.03
-0.03% 30.74K +0.63% 1.57M 50.5 0.11% Share
130 O Realty Income C...
58.14
-0.7% 26.95K +4.42% 1.56M 61.81 0.11% Share
131 MGK Vanguard Mega C...
388.77
+0.60% 5.06K +0.30% 1.56M 243.9 0.11% Share
132 GBTC Grayscale Bitco...
87.92
-0.17% 23.85K -0.61% 1.55M 62.14 0.11% Share
133 LDOS Leidos Holdings...
181.17
-1.21% 11.35K +0.05% 1.53M 98.44 0.11% Share
134 GEV GE Vernova Inc.
633.92
+1.85% 4.94K +0.71% 1.51M 168.49 0.11% Share
135 CRWD CrowdStrike Hol...
442.00
+4.59% 4.26K -0.54% 1.5M 174.84 0.11% Share
136 WM Waste Managemen...
224.56
-0.56% 6.37K -1.39% 1.47M 131.91 0.11% Share
137 DE Deere & Company
491.81
-0.26% 3.06K +8.98% 1.44M 389.02 0.10% Share
138 QQQM Invesco NASDAQ ...
237.58
+0.63% 7.25K +4.27% 1.4M 119.78 0.10% Share
139 SAMM Strategas Macro...
27.71
+0.90% 56.13K +100.00% 1.4M 24.91 0.10% Share
140 FPEI First Trust Ins...
19.17
+0.21% 74.76K +0.41% 1.4M 18.33 0.10% Share
141 SHYG iShares 0-5 Yea...
43.28
+0.05% 32.55K +2.44% 1.38M 44.85 0.10% Share
142 IVE iShares S&P 500...
203.78
+0.05% 7.24K +3.85% 1.38M 148.42 0.10% Share
143 USMV iShares MSCI US...
94.01
-0.05% 14.69K +34.77% 1.38M 76.43 0.10% Share
144 VUG Vanguard Growth...
463.96
+0.63% 3.68K +44.95% 1.36M 333.05 0.10% Share
145 SRLN SPDR Blackstone...
41.59
+0.01% 32.26K +0.26% 1.33M 40.97 0.10% Share
146 VNQ Vanguard Real E...
91.73
-0.27% 14.41K -1.05% 1.3M 88.08 0.09% Share
147 EPD Enterprise Prod...
31.95
+1.03% 38.01K +9.40% 1.3M 29.15 0.09% Share
148 IWF iShares Russell...
450.80
+0.61% 3.58K +17.95% 1.29M 272.32 0.09% Share
149 NEM Newmont Corpora...
73.00
+0.84% 26.71K +93.51% 1.29M 44.86 0.09% Share
150 SYF Synchrony Finan...
76.60
+1.11% 23.93K -9.95% 1.27M 65 0.09% Share