Jaffetilchin Investment Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 16, 2024), Jaffetilchin Investment Partners, LLC reported 362 stock positions worth $1.1 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 7.0% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 4.8%) and Apple (AAPL, 4.8%). Compared with Q4 2023, it opened 54 new positions, sold out of 36, added to 136 and reduced 156. The biggest buy was a new position in Invesco Bulletshares 2024 CB (BSCO) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −78%).
- Most Recent 13F
- Q1 2026
- Location
- TAMPA, FL
- CIK
- 0001404652
- Portfolio Value
- $1.1B (Q1 2024)
- SEC Filing
- 0001062993-24-010387 ↗ filed May 16, 2024
Holdings Value
Holdings 362 stocks · $1.1B
| ITOT iShares Core S&P Total U.S. | 7.00% | 677,416 | $78.1M | Add +6.0% |
| VTI VG Morningstar TS MKT ETF-US | 4.80% | 206,173 | $53.6M | Add +5.1% |
| AAPL Apple Inc. | 4.78% | 310,783 | $53.3M | Reduce -2.1% |
| SCHX Schwab US Large-Cap ETF | 4.38% | 787,206 | $48.9M | Add +0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.24% | 197,332 | $47.3M | Add +0.3% |
| NVDA Nvidia Corp. | 3.61% | 44,603 | $40.3M | Reduce -1.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.96% | 514,272 | $33.0M | Add +18.6% |
| SCHB Schwab US Broad Market ETF | 2.82% | 515,031 | $31.4M | Add +10.6% |
| MSFT Microsoft Corp. | 2.59% | 68,766 | $28.9M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.58% | 64,729 | $28.7M | Reduce -25.1% |
| PFF iShares Preferred & Income S | 1.93% | 668,653 | $21.6M | Add +170.8% |
| EMLP First Trust North American E | 1.88% | 709,808 | $21.0M | Add +302.5% |
| SHY iShares 1-3 Year Treasury Bo | 1.76% | 239,598 | $19.6M | Reduce -13.0% |
| AMZN Amazon.com Inc. | 1.68% | 103,893 | $18.7M | Reduce -2.6% |
| VMBS Vanguard Mortgage-Backed Sec | 1.60% | 391,898 | $17.9M | Add +18.8% |
| TSLA Tesla Inc. | 1.60% | 101,432 | $17.8M | Add +1.4% |
| BSCO Invesco Bulletshares 2024 CB | 1.52% | 809,895 | $17.0M | New |
| RDVY First Trust Rising Dividend | 1.51% | 300,570 | $16.9M | Add +9.5% |
| AGZ iShares Agency Bond ETF | 1.35% | 139,344 | $15.1M | Add +14.1% |
| META Meta Platforms Inc. Class A | 1.32% | 30,350 | $14.7M | Reduce -1.0% |
| JEPI JPMorgan Equity Premium Inco | 1.32% | 254,478 | $14.7M | Add +11.7% |
| GOOGL Alphabet Inc. Class A | 1.07% | 78,788 | $11.9M | Add +0.0% |
| SCHD Schwab US DVD Equity ETF | 1.06% | 147,030 | $11.9M | Add +9.9% |
| IWB iShares Russell 1000 ETF | 1.02% | 39,498 | $11.4M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.96% | 13,751 | $10.7M | Add +2.8% |
| FTSM First Trust Enh Short Mat FD | 0.92% | 172,586 | $10.3M | Add +2.1% |
| EPRF Innovat S&P Invest GRD Pref | 0.90% | 517,928 | $10.0M | New |
| IBIT iShares Bitcoin Trust ETF | 0.87% | 241,037 | $9.8M | New |
| LMT Lockheed Martin Corp. | 0.83% | 20,365 | $9.3M | Reduce -4.5% |
| AIVL Wisdomtree US AI Enhanced Va | 0.79% | 86,942 | $8.8M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.73% | 40,440 | $8.1M | Add +4.1% |
| IVV iShares Core S&P 500 ETF | 0.68% | 14,458 | $7.6M | Reduce -1.5% |
| GLD SPDR Gold Shares | 0.64% | 34,425 | $7.1M | Add +294.0% |
| JVAL JPMorgan US Value Factor ETF | 0.62% | 165,561 | $6.9M | Reduce -30.2% |
| PG The Procter & Gamble Co. | 0.61% | 42,135 | $6.8M | Add +5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 14,688 | $6.2M | Add +4.1% |
| IXUS iShares Core Intl Stock ETF | 0.52% | 84,723 | $5.7M | Reduce -14.1% |
| AIRR First Trust Rba American Ind | 0.51% | 84,901 | $5.7M | Add +446.5% |
| GOOG Alphabet Inc. Class C | 0.51% | 37,319 | $5.7M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.50% | 11,224 | $5.6M | Add +10.5% |
| JNJ Johnson & Johnson | 0.48% | 33,954 | $5.4M | Add +3.5% |
| V Visa Inc. Class A | 0.46% | 18,505 | $5.2M | Add +4.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.46% | 91,044 | $5.1M | Reduce -55.3% |
| SHOP Shopify Inc. Class A | 0.44% | 64,269 | $5.0M | Reduce -1.9% |
| BA The Boeing Co. | 0.43% | 24,941 | $4.8M | Reduce -4.0% |
| HD Home Depot Inc. | 0.42% | 12,210 | $4.7M | Reduce -7.1% |
| BX Blackstone Inc. | 0.40% | 34,089 | $4.5M | Reduce -6.1% |
| MCD McDonald's Corp. | 0.39% | 15,406 | $4.3M | Add +1.3% |
| NEE Nextera Energy Inc. | 0.38% | 66,114 | $4.2M | Reduce -6.0% |
| JPST JPMorgan Ultra-Short Income | 0.36% | 80,318 | $4.1M | Reduce -77.9% |
| SOXX iShares Semiconductor ETF | 0.35% | 17,205 | $3.9M | Reduce -2.9% |
| IYW iShares Ustechnology ETF | 0.34% | 27,997 | $3.8M | Add +0.2% |
| DIVO Amplify CWP Enhan Divid ETF | 0.34% | 97,141 | $3.8M | Add +17.0% |
| XLK SS Technology Select Sector | 0.33% | 17,831 | $3.7M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.32% | 7,516 | $3.6M | Add +5.7% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 58,783 | $3.6M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.31% | 26,020 | $3.4M | Add +2.3% |
| PANW Palo Alto Networks Inc. | 0.29% | 11,559 | $3.3M | Add +3.8% |
| MMSC First Trust Multi-Manager SM | 0.29% | 167,656 | $3.3M | Reduce -31.2% |
| ISRG Intuitive Surgical Inc. | 0.29% | 8,169 | $3.3M | Reduce -2.3% |
| MSOS Advisorshares Pure US Cann | 0.29% | 323,563 | $3.2M | New |
| RSP Invesco S&P 500 Equal Weight | 0.28% | 18,682 | $3.2M | Reduce -65.8% |
| CAT Caterpillar Inc. | 0.28% | 8,606 | $3.2M | Add +48.6% |
| ABNB Airbnb Inc. Class A | 0.27% | 18,552 | $3.1M | Add +4.3% |
| AMLP Alerian MLP ETF | 0.27% | 62,875 | $3.0M | Add +334.1% |
| SKYY First Trust Cloud Computing | 0.27% | 31,086 | $3.0M | Add +0.0% |
| LISTED FD TR | 0.27% | 129,413 | $3.0M | Add +33.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 14,868 | $2.8M | Reduce -3.2% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 24,713 | $2.7M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 71,643 | $2.7M | Reduce -1.1% |
| XLE SS Energy Select Sector | 0.24% | 28,535 | $2.7M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 5,026 | $2.6M | Reduce -1.0% |
| UNP Union Pacific Corp. | 0.23% | 10,476 | $2.6M | Add +16.8% |
| COST Costco Wholesale Corp. | 0.23% | 3,504 | $2.6M | Add +58.2% |
| KO The Coca-Cola Co. | 0.22% | 40,789 | $2.5M | Reduce -19.4% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 15,157 | $2.5M | Reduce -10.6% |
| VOO Vanguard S&P 500 ETF | 0.21% | 4,943 | $2.4M | Add +2.3% |
| AVGO Broadcom Inc. | 0.21% | 1,767 | $2.3M | Reduce -0.9% |
| FTCS First Trust Capital Strength | 0.21% | 27,077 | $2.3M | Add +1.1% |
| PEP Pepsico Inc. | 0.20% | 12,617 | $2.2M | Reduce -18.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 17,913 | $2.2M | Add +37.3% |
| POWA Invesco Bloomberg Pricing Po | 0.19% | 27,005 | $2.1M | Reduce -0.4% |
| DVN Devon Energy Corp. | 0.19% | 42,247 | $2.1M | Add +150.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.19% | 32,009 | $2.1M | Reduce -7.2% |
| GE General Electric | 0.18% | 11,685 | $2.1M | Add +83.9% |
| SGOV iShares 0-3 Month Treasury B | 0.18% | 19,937 | $2.0M | Add +3.8% |
| SPG Simon Property Group Inc. | 0.18% | 12,768 | $2.0M | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.17% | 10,551 | $1.9M | Reduce -23.6% |
| WMT Walmart Inc. | 0.17% | 31,869 | $1.9M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.17% | 11,129 | $1.9M | Reduce -7.9% |
| AXON Axon Enterprise Inc. | 0.17% | 5,911 | $1.8M | Reduce -5.7% |
| LDOS Leidos Holdings Inc. | 0.16% | 13,465 | $1.8M | Reduce -2.7% |
| DUK Duke Energy Corp. | 0.16% | 17,982 | $1.7M | Reduce -2.2% |
| RTX RTX Corp. | 0.15% | 17,522 | $1.7M | Reduce -18.6% |
| IEMG iShares Core MSCI Emerging | 0.15% | 32,014 | $1.7M | Add +11.3% |
| IWV iShares Russell 3000 ETF | 0.15% | 5,439 | $1.6M | Reduce -88.8% |
| HDV iShares Core High Dividend E | 0.14% | 14,548 | $1.6M | Add +3.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.14% | 24,487 | $1.5M | New |
| FLOT iShares Floating Rate Bond E | 0.14% | 30,220 | $1.5M | Reduce -35.8% |
| WM Waste Management Inc. | 0.13% | 6,908 | $1.5M | Reduce -1.9% |
Portfolio Sells Q4 2023 → Q1 2024
| JPST JPMorgan Ultra-Short Income | Reduce -77.9% | 0.36% | −1.42 |
| AAPL Apple Inc. | Reduce -2.1% | 4.78% | −1.18 |
| IWV iShares Russell 3000 ETF | Reduce -88.8% | 0.15% | −1.15 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -25.1% | 2.58% | −0.87 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -55.3% | 0.46% | −0.61 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −0.58 |
| RSP Invesco S&P 500 Equal Weight | Reduce -65.8% | 0.28% | −0.56 |
| TIP iShares Tips Bond ETF | Reduce -86.1% | 0.07% | −0.46 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -13.0% | 1.76% | −0.45 |
| PFLD Aam Low Dur Pref & Inc. Sec | Reduce -92.9% | 0.03% | −0.45 |
| PSK SS SPDR Ice Pref Sec ETF | Sold out | 0.00% | −0.39 |
| VGSH Vanguard Short-Term Treasury | Reduce -77.2% | 0.10% | −0.37 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.35 |
| JVAL JPMorgan US Value Factor ETF | Reduce -30.2% | 0.62% | −0.27 |
| SPMB SS SPDR P Mort Back Bond ETF | Sold out | 0.00% | −0.24 |
| MBB iShares MBS ETF | Reduce -76.5% | 0.06% | −0.24 |
| BA The Boeing Co. | Reduce -4.0% | 0.43% | −0.23 |
| QTEC First Trust Nasdq 100 Tech I | Sold out | 0.00% | −0.15 |
| LMT Lockheed Martin Corp. | Reduce -4.5% | 0.83% | −0.11 |
| MMSC First Trust Multi-Manager SM | Reduce -31.2% | 0.29% | −0.11 |
| IXUS iShares Core Intl Stock ETF | Reduce -14.1% | 0.52% | −0.11 |
| TLT iShares 20+ Year Treasury BD | Reduce -76.8% | 0.03% | −0.11 |
| FYT First Trust Small Cap Val | Reduce -78.1% | 0.02% | −0.10 |
| FLOT iShares Floating Rate Bond E | Reduce -35.8% | 0.14% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -43.5% | 0.10% | −0.09 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -62.7% | 0.05% | −0.09 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.08 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.08 |
| MISL First Trust Indxx Aero & Def | Reduce -75.2% | 0.02% | −0.08 |
| HON Honeywell International Inc. | Reduce -43.3% | 0.08% | −0.08 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.07 |
| KO The Coca-Cola Co. | Reduce -19.4% | 0.22% | −0.07 |
| AMGN Amgen Inc. | Reduce -53.9% | 0.05% | −0.07 |
| BX Blackstone Inc. | Reduce -6.1% | 0.40% | −0.06 |
| PEP Pepsico Inc. | Reduce -18.4% | 0.20% | −0.06 |
| ERIC Ericsson (lm) Tel-SP ADR | Sold out | 0.00% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -1.9% | 0.44% | −0.05 |
| NRG NRG Energy Inc. | Reduce -67.6% | 0.03% | −0.05 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.05 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.05 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.05 |
| HYD Vaneck High Yield Muni ETF | Reduce -55.7% | 0.03% | −0.05 |
| UPS United Parcel Service Class B | Reduce -34.3% | 0.06% | −0.05 |
| HPQ HP Inc. | Reduce -49.2% | 0.04% | −0.04 |
| SOFI Sofi Technologies Inc. | Reduce -43.4% | 0.03% | −0.04 |
| PFE Pfizer Inc. | Reduce -17.9% | 0.11% | −0.04 |
| ABR Arbor Realty Trust Inc. | Sold out | 0.00% | −0.04 |
| O Realty Income Corp. | Reduce -12.1% | 0.13% | −0.04 |
| HGER Harbor Commodity All Weather | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| BSCO Invesco Bulletshares 2024 CB | New | 1.52% | +1.52 |
| EMLP First Trust North American E | Add +302.5% | 1.88% | +1.40 |
| PFF iShares Preferred & Income S | Add +170.8% | 1.93% | +1.18 |
| EPRF Innovat S&P Invest GRD Pref | New | 0.90% | +0.90 |
| IBIT iShares Bitcoin Trust ETF | New | 0.87% | +0.87 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +18.6% | 2.96% | +0.48 |
| GLD SPDR Gold Shares | Add +294.0% | 0.64% | +0.47 |
| ITOT iShares Core S&P Total U.S. | Add +6.0% | 7.00% | +0.44 |
| AIRR First Trust Rba American Ind | Add +446.5% | 0.51% | +0.42 |
| SCHB Schwab US Broad Market ETF | Add +10.6% | 2.82% | +0.29 |
| MSOS Advisorshares Pure US Cann | New | 0.29% | +0.29 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.1% | 4.80% | +0.27 |
| AMLP Alerian MLP ETF | Add +334.1% | 0.27% | +0.21 |
| LLY Eli Lilly & Co. | Add +2.8% | 0.96% | +0.20 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.14% | +0.14 |
| RDVY First Trust Rising Dividend | Add +9.5% | 1.51% | +0.13 |
| CAT Caterpillar Inc. | Add +48.6% | 0.28% | +0.12 |
| DVN Devon Energy Corp. | Add +150.3% | 0.19% | +0.12 |
| VMBS Vanguard Mortgage-Backed Sec | Add +18.8% | 1.60% | +0.11 |
| GE General Electric | Add +83.9% | 0.18% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | Add +11.7% | 1.32% | +0.10 |
| COST Costco Wholesale Corp. | Add +58.2% | 0.23% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +4.1% | 0.73% | +0.08 |
| DIS The Walt Disney Co. | Add +37.3% | 0.20% | +0.08 |
| LISTED FD TR | Add +33.3% | 0.27% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +9.9% | 1.06% | +0.07 |
| FIS Fidelity National Info Serv | Add +268.7% | 0.09% | +0.07 |
| BAX Baxter International Inc. | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.1% | 0.55% | +0.06 |
| FXH First Trust Health Care Alph | New | 0.06% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 4.38% | +0.06 |
| AGZ iShares Agency Bond ETF | Add +14.1% | 1.35% | +0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.3% | 4.24% | +0.06 |
| EXE Expand Energy Corp. | New | 0.06% | +0.06 |
| LNC Lincoln National Corp. | New | 0.06% | +0.06 |
| FTXN First Trust Nasdaq Oil & Gas | New | 0.04% | +0.04 |
| CPAI Counterpoint Quan Equity ETF | New | 0.04% | +0.04 |
| DIVO Amplify CWP Enhan Divid ETF | Add +17.0% | 0.34% | +0.04 |
| FTGS First Trust Grwth Strgth ETF | New | 0.04% | +0.04 |
| KALU Kaiser Aluminum Corp. | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | Add +30.1% | 0.13% | +0.04 |
| COPX Global X Copper Miners ETF | New | 0.04% | +0.04 |
| PG The Procter & Gamble Co. | Add +5.0% | 0.61% | +0.04 |
| LYB Lyondellbasell Indu Class A | New | 0.04% | +0.04 |
| FTGC First Trust Global Tactical | Add +115.0% | 0.07% | +0.04 |
| BLMN Bloomin' Brands Inc. | New | 0.04% | +0.04 |
| ABNB Airbnb Inc. Class A | Add +4.3% | 0.27% | +0.04 |
| MRK Merck & Co. Inc. | Add +2.3% | 0.31% | +0.04 |
| CRM Salesforce Inc. | Add +53.5% | 0.10% | +0.04 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 461 | $1.7B | ITOT, AAPL, SCHX, VTI, NVDA |
| Q4 2025 | 453 | $1.7B | ITOT, AAPL, VTI, SCHX, NVDA |
| Q3 2025 | 436 | $1.7B | ITOT, AAPL, VTI, NVDA, SCHX |
| Q2 2025 | 427 | $1.5B | ITOT, AAPL, VTI, NVDA, SCHX |
| Q1 2025 | 403 | $1.4B | ITOT, AAPL, VTI, SCHX, VV |
| Q4 2024 | 382 | $1.4B | AAPL, ITOT, VTI, SCHX, NVDA |
| Q3 2024 | 1,344 | $1.3B | AAPL, ITOT, VTI, SCHX, VV |
| Q2 2024 | 346 | $1.2B | ITOT, AAPL, VTI, NVDA, SCHX |
| Q1 2024 | 362 | $1.1B | ITOT, VTI, AAPL, SCHX, VV |