Jaffetilchin Investment Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Jaffetilchin Investment Partners, LLC reported 346 stock positions worth $1.2 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 6.9% of the portfolio, followed by Apple (AAPL, 5.4%) and VG Morningstar TS MKT ETF-US (VTI, 5.2%). Compared with Q1 2024, it opened 20 new positions, sold out of 37, added to 181 and reduced 130. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +10%) and the biggest sale First Trust Rising Dividend (RDVY, shares −3%).
- Most Recent 13F
- Q1 2026
- Location
- TAMPA, FL
- CIK
- 0001404652
- Portfolio Value
- $1.2B (Q2 2024)
- SEC Filing
- 0001062993-24-014177 ↗ filed Jul 30, 2024
Holdings Value
Holdings 346 stocks · $1.2B
| ITOT iShares Core S&P Total U.S. | 6.89% | 679,599 | $80.7M | Add +0.3% |
| AAPL Apple Inc. | 5.43% | 301,985 | $63.6M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 5.17% | 226,121 | $60.5M | Add +9.7% |
| NVDA Nvidia Corp. | 4.53% | 429,618 | $53.1M | Reduce -3.7% |
| SCHX Schwab US Large-Cap ETF | 4.32% | 787,247 | $50.6M | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.21% | 197,468 | $49.3M | Add +0.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.96% | 522,964 | $34.7M | Add +1.7% |
| SCHB Schwab US Broad Market ETF | 2.80% | 521,674 | $32.8M | Add +1.3% |
| MSFT Microsoft Corp. | 2.66% | 69,662 | $31.1M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.65% | 64,735 | $31.0M | Add +0.0% |
| EMLP First Trust North American E | 1.90% | 730,083 | $22.2M | Add +2.9% |
| PFF iShares Preferred & Income S | 1.88% | 698,831 | $22.0M | Add +4.5% |
| AMZN Amazon.com Inc. | 1.74% | 105,536 | $20.4M | Add +1.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.71% | 244,610 | $20.0M | Add +2.1% |
| TSLA Tesla Inc. | 1.58% | 93,724 | $18.5M | Reduce -7.6% |
| VMBS Vanguard Mortgage-Backed Sec | 1.57% | 404,393 | $18.4M | Add +3.2% |
| BSCO Invesco Bulletshares 2024 CB | 1.54% | 855,335 | $18.0M | Add +5.6% |
| RDVY First Trust Rising Dividend | 1.36% | 291,954 | $16.0M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 1.35% | 31,256 | $15.8M | Add +3.0% |
| AGZ iShares Agency Bond ETF | 1.34% | 145,282 | $15.6M | Add +4.3% |
| FTSM First Trust Enh Short Mat FD | 1.25% | 245,469 | $14.6M | Add +42.2% |
| JEPI JPMorgan Equity Premium Inco | 1.24% | 256,435 | $14.5M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.24% | 79,438 | $14.5M | Add +0.8% |
| LLY Eli Lilly & Co. | 1.08% | 13,924 | $12.6M | Add +1.3% |
| IWB iShares Russell 1000 ETF | 1.01% | 39,573 | $11.8M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 1.00% | 150,545 | $11.7M | Add +2.4% |
| EPRF Innovat S&P Invest GRD Pref | 0.86% | 544,634 | $10.0M | Add +5.2% |
| LMT Lockheed Martin Corp. | 0.83% | 20,858 | $9.7M | Add +2.4% |
| AIVL Wisdomtree US AI Enhanced Va | 0.75% | 87,444 | $8.7M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.71% | 41,284 | $8.4M | Add +2.1% |
| IBIT iShares Bitcoin Trust ETF | 0.71% | 242,991 | $8.3M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.68% | 14,463 | $7.9M | Add +0.0% |
| GLD SPDR Gold Shares | 0.64% | 34,895 | $7.5M | Add +1.4% |
| PG The Procter & Gamble Co. | 0.60% | 42,835 | $7.1M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.59% | 37,694 | $6.9M | Add +1.0% |
| JVAL JPMorgan US Value Factor ETF | 0.58% | 165,247 | $6.8M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 15,125 | $6.2M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.50% | 11,578 | $5.9M | Add +3.1% |
| AIRR First Trust Rba American Ind | 0.50% | 85,987 | $5.9M | Add +1.3% |
| IXUS iShares Core Intl Stock ETF | 0.48% | 83,383 | $5.6M | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.43% | 70,635 | $5.0M | Add +6.8% |
| V Visa Inc. Class A | 0.42% | 18,795 | $4.9M | Add +1.6% |
| JNJ Johnson & Johnson | 0.41% | 32,589 | $4.8M | Reduce -4.0% |
| BA The Boeing Co. | 0.41% | 26,104 | $4.8M | Add +4.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.40% | 83,884 | $4.7M | Reduce -7.9% |
| JPST JPMorgan Ultra-Short Income | 0.40% | 91,804 | $4.6M | Add +14.3% |
| SOXX iShares Semiconductor ETF | 0.37% | 17,620 | $4.3M | Add +2.4% |
| HD Home Depot Inc. | 0.37% | 12,443 | $4.3M | Add +1.9% |
| IYW iShares Ustechnology ETF | 0.36% | 27,962 | $4.2M | Reduce -0.1% |
| SHOP Shopify Inc. Class A | 0.36% | 63,285 | $4.2M | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 0.35% | 11,952 | $4.1M | Add +3.4% |
| XLK SS Technology Select Sector | 0.34% | 17,760 | $4.0M | Reduce -0.4% |
| BX Blackstone Inc. | 0.33% | 30,790 | $3.8M | Reduce -9.7% |
| MCD McDonald's Corp. | 0.33% | 14,936 | $3.8M | Reduce -3.0% |
| DIVO Amplify CWP Enhan Divid ETF | 0.32% | 98,047 | $3.8M | Add +0.9% |
| ISRG Intuitive Surgical Inc. | 0.30% | 7,986 | $3.6M | Reduce -2.2% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 58,586 | $3.4M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.29% | 7,702 | $3.4M | Add +2.5% |
| MMSC First Trust Multi-Manager SM | 0.28% | 170,306 | $3.3M | Add +1.6% |
| MRK Merck & Co. Inc. | 0.28% | 26,565 | $3.3M | Add +2.1% |
| LISTED FD TR | 0.27% | 122,698 | $3.1M | Reduce -5.2% |
| AMLP Alerian MLP ETF | 0.27% | 65,351 | $3.1M | Add +3.9% |
| COST Costco Wholesale Corp. | 0.26% | 3,648 | $3.1M | Add +4.1% |
| RSP Invesco S&P 500 Equal Weight | 0.26% | 18,271 | $3.0M | Reduce -2.2% |
| SKYY First Trust Cloud Computing | 0.25% | 31,013 | $3.0M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.25% | 8,833 | $2.9M | Add +2.6% |
| AVGO Broadcom Inc. | 0.25% | 1,807 | $2.9M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 5,283 | $2.9M | Add +5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 70,830 | $2.8M | Reduce -1.1% |
| ABNB Airbnb Inc. Class A | 0.23% | 17,672 | $2.7M | Reduce -4.7% |
| KO The Coca-Cola Co. | 0.22% | 41,297 | $2.6M | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 24,614 | $2.6M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 15,085 | $2.6M | Add +1.5% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 15,123 | $2.6M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.21% | 4,970 | $2.5M | Add +0.6% |
| UNP Union Pacific Corp. | 0.21% | 10,906 | $2.5M | Add +4.1% |
| XLE SS Energy Select Sector | 0.21% | 27,041 | $2.5M | Reduce -5.2% |
| MSOS Advisorshares Pure US Cann | 0.21% | 331,786 | $2.4M | Add +2.5% |
| FTCS First Trust Capital Strength | 0.18% | 25,710 | $2.2M | Reduce -5.0% |
| QCOM Qualcomm Inc. | 0.18% | 10,790 | $2.1M | Reduce -3.0% |
| WMT Walmart Inc. | 0.18% | 31,477 | $2.1M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.18% | 12,732 | $2.1M | Add +0.9% |
| POWA Invesco Bloomberg Pricing Po | 0.18% | 27,005 | $2.1M | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.18% | 32,143 | $2.1M | Add +0.4% |
| RTX RTX Corp. | 0.17% | 19,809 | $2.0M | Add +13.1% |
| SPG Simon Property Group Inc. | 0.17% | 12,851 | $2.0M | Add +0.7% |
| LDOS Leidos Holdings Inc. | 0.16% | 13,018 | $1.9M | Reduce -3.3% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 11,669 | $1.9M | Reduce -0.1% |
| DVN Devon Energy Corp. | 0.15% | 37,074 | $1.8M | Reduce -12.2% |
| DUK Duke Energy Corp. | 0.15% | 17,337 | $1.7M | Reduce -3.6% |
| AXON Axon Enterprise Inc. | 0.14% | 5,729 | $1.7M | Reduce -3.1% |
| SMAY FT Vest U.S. Small Cap Moder | 0.14% | 71,497 | $1.7M | Add +120.1% |
| IEMG iShares Core MSCI Emerging | 0.14% | 30,200 | $1.6M | Reduce -5.7% |
| HDV iShares Core High Dividend E | 0.14% | 14,647 | $1.6M | Add +0.7% |
| IWV iShares Russell 3000 ETF | 0.13% | 5,052 | $1.6M | Reduce -7.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.13% | 4,951 | $1.6M | Add +3.9% |
| T AT&T Inc. | 0.13% | 80,767 | $1.5M | Add +15.1% |
| FLOT iShares Floating Rate Bond E | 0.13% | 29,753 | $1.5M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.12% | 12,667 | $1.5M | Add +2.2% |
| PM Philip Morris International | 0.12% | 14,236 | $1.4M | Reduce -8.3% |
Portfolio Sells Q1 2024 → Q2 2024
| RDVY First Trust Rising Dividend | Reduce -2.9% | 1.36% | −0.15 |
| ESPO Vaneck Videogaming Esports | Sold out | 0.00% | −0.12 |
| DIS The Walt Disney Co. | Reduce -34.5% | 0.10% | −0.10 |
| SHOP Shopify Inc. Class A | Reduce -1.5% | 0.36% | −0.09 |
| BX Blackstone Inc. | Reduce -9.7% | 0.33% | −0.08 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.41% | −0.07 |
| MCD McDonald's Corp. | Reduce -3.0% | 0.33% | −0.06 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.06 |
| FXH First Trust Health Care Alph | Sold out | 0.00% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Reduce -28.8% | 0.12% | −0.06 |
| MDT Medtronic PLC | Reduce -58.2% | 0.03% | −0.06 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -7.9% | 0.40% | −0.06 |
| ABBV Abbvie Inc. | Reduce -22.6% | 0.12% | −0.05 |
| ABNB Airbnb Inc. Class A | Reduce -4.7% | 0.23% | −0.05 |
| FTXN First Trust Nasdaq Oil & Gas | Sold out | 0.00% | −0.04 |
| JVAL JPMorgan US Value Factor ETF | Reduce -0.2% | 0.58% | −0.04 |
| KALU Kaiser Aluminum Corp. | Sold out | 0.00% | −0.04 |
| FTGC First Trust Global Tactical | Reduce -52.0% | 0.03% | −0.04 |
| DVN Devon Energy Corp. | Reduce -12.2% | 0.15% | −0.04 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.04 |
| BLMN Bloomin' Brands Inc. | Sold out | 0.00% | −0.04 |
| INTC Intel Corp. | Reduce -8.8% | 0.06% | −0.04 |
| PFE Pfizer Inc. | Reduce -28.9% | 0.08% | −0.04 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.04 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.04 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.6% | 0.48% | −0.03 |
| CZR Caesars Entertainment Inc. | Reduce -33.1% | 0.05% | −0.03 |
| FIS Fidelity National Info Serv | Reduce -36.0% | 0.05% | −0.03 |
| CELH Celsius Holdings Inc. | Reduce -16.7% | 0.04% | −0.03 |
| FXO First Trust Financial Alphad | Sold out | 0.00% | −0.03 |
| FNY First Trust Mid Cap Growth | Sold out | 0.00% | −0.03 |
| RSPM Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.03 |
| XLE SS Energy Select Sector | Reduce -5.2% | 0.21% | −0.03 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.03 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.03 |
| ARKK ARK Innovation ETF | Reduce -35.4% | 0.04% | −0.03 |
| JBLU Jetblue Airways Corp. | Sold out | 0.00% | −0.03 |
| PSCE Invesco S&P Smallcap Energy | Sold out | 0.00% | −0.03 |
| FAAR First Trust Alt Abs Ret ETF | Sold out | 0.00% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.2% | 0.26% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 0.29% | −0.03 |
| GE General Electric | Reduce -0.1% | 0.16% | −0.03 |
| PSCI Invesco S&P Smallcap Industr | Sold out | 0.00% | −0.03 |
| FYT First Trust Small Cap Val | Sold out | 0.00% | −0.02 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Sold out | 0.00% | −0.02 |
| FTCS First Trust Capital Strength | Reduce -5.0% | 0.18% | −0.02 |
| FNK First Trust Mid Cap Value | Sold out | 0.00% | −0.02 |
| AXON Axon Enterprise Inc. | Reduce -3.1% | 0.14% | −0.02 |
| YMAR FT VT Int Equ M B- Mar-US I | Sold out | 0.00% | −0.02 |
| AX Axos Financial Inc. | Reduce -40.2% | 0.03% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| VTI VG Morningstar TS MKT ETF-US | Add +9.7% | 5.17% | +0.36 |
| FTSM First Trust Enh Short Mat FD | Add +42.2% | 1.25% | +0.33 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 1.24% | +0.17 |
| FXL First Trust Technology Alpha | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | Add +1.3% | 1.08% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 0.59% | +0.08 |
| SMAY FT Vest U.S. Small Cap Moder | Add +120.1% | 0.14% | +0.08 |
| BXSL Blackstone Secured Lending F | Add +216.7% | 0.11% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.0% | 2.65% | +0.07 |
| CPAI Counterpoint Quan Equity ETF | Add +155.2% | 0.11% | +0.07 |
| MSFT Microsoft Corp. | Add +1.3% | 2.66% | +0.06 |
| LISTED FD TR | New | 0.06% | +0.06 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +1.6% | 1.74% | +0.06 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.06% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +3.4% | 0.35% | +0.05 |
| PNW Pinnacle West Capital | New | 0.05% | +0.05 |
| NEE Nextera Energy Inc. | Add +6.8% | 0.43% | +0.05 |
| GEV GE Vernova Inc. | Add +110.4% | 0.09% | +0.05 |
| SWKS Skyworks Solutions Inc. | New | 0.04% | +0.04 |
| NGG National Grid PLC-SP ADR | New | 0.04% | +0.04 |
| HSY The Hershey Co. | New | 0.04% | +0.04 |
| MARM Ftvestus Max Buff ETF March | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +2.3% | 0.25% | +0.04 |
| FTGS First Trust Grwth Strgth ETF | Add +93.6% | 0.08% | +0.04 |
| COST Costco Wholesale Corp. | Add +4.1% | 0.26% | +0.03 |
| SMH Vaneck Semiconductor ETF | New | 0.03% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +14.3% | 0.40% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +67.6% | 0.07% | +0.03 |
| MMM 3M Co. | New | 0.03% | +0.03 |
| SPUS SP Funds S&P Sharia Indu Exc | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +3.0% | 1.35% | +0.02 |
| NEM Newmont Corp. | Add +28.7% | 0.08% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +2.4% | 0.37% | +0.02 |
| HPQ HP Inc. | Add +41.4% | 0.06% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +56.5% | 0.05% | +0.02 |
| T AT&T Inc. | Add +15.1% | 0.13% | +0.02 |
| NUE Nucor Corp. | New | 0.02% | +0.02 |
| EMLP First Trust North American E | Add +2.9% | 1.90% | +0.02 |
| FSK FS KKR Capital Corp. | New | 0.02% | +0.02 |
| DT Dynatrace Inc. | New | 0.02% | +0.02 |
| KTOS Kratos Defense & Security | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.02% | +0.02 |
| QDEC FT Vest Nasdaq-100 Buffer Et | New | 0.02% | +0.02 |
| RTX RTX Corp. | Add +13.1% | 0.17% | +0.02 |
| BSCO Invesco Bulletshares 2024 CB | Add +5.6% | 1.54% | +0.02 |
| MISL First Trust Indxx Aero & Def | Add +60.2% | 0.04% | +0.01 |
| SLV iShares Silver Trust | Add +19.1% | 0.05% | +0.01 |
| CAVA Cava Group Inc. | Add +4.2% | 0.05% | +0.01 |
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 |