Jaffetilchin Investment Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Jaffetilchin Investment Partners, LLC reported 382 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 6.4%) and VG Morningstar TS MKT ETF-US (VTI, 4.8%). Compared with Q3 2024, it opened 20 new positions, sold out of 981, added to 228 and reduced 114. The biggest buy was Tesla (TSLA, shares +2%) and the biggest sale an exit from Invesco Bulletshares 2024 CB (BSCO).
- Most Recent 13F
- Q1 2026
- Location
- TAMPA, FL
- CIK
- 0001404652
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0001404652-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 382 stocks · $1.4B
| AAPL Apple Inc. | 6.61% | 364,627 | $91.3M | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 6.38% | 684,820 | $88.1M | Add +2.5% |
| VTI VG Morningstar TS MKT ETF-US | 4.77% | 227,474 | $65.9M | Add +2.9% |
| SCHX Schwab US Large-Cap ETF | 4.24% | 2,528,316 | $58.6M | Add +2.8% |
| NVDA Nvidia Corp. | 4.06% | 417,586 | $56.1M | Reduce -1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.91% | 200,203 | $54.0M | Add +0.6% |
| TSLA Tesla Inc. | 2.79% | 95,305 | $38.5M | Add +1.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.69% | 520,063 | $37.1M | Add +4.4% |
| SCHB Schwab US Broad Market ETF | 2.54% | 1,543,891 | $35.0M | Add +3.5% |
| MSFT Microsoft Corp. | 2.44% | 79,842 | $33.7M | Add +8.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.41% | 65,039 | $33.2M | Add +0.6% |
| AMZN Amazon.com Inc. | 2.39% | 150,546 | $33.0M | Add +5.1% |
| EMLP First Trust North American E | 2.03% | 786,434 | $28.0M | Add +1.5% |
| PFF iShares Preferred & Income S | 1.68% | 738,196 | $23.2M | Add +1.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.67% | 280,676 | $23.0M | Add +4.1% |
| GOOGL Alphabet Inc. Class A | 1.50% | 109,383 | $20.7M | Add +24.0% |
| VMBS Vanguard Mortgage-Backed Sec | 1.46% | 443,637 | $20.1M | Add +4.4% |
| META Meta Platforms Inc. Class A | 1.39% | 32,767 | $19.2M | Add +3.0% |
| RDVY First Trust Rising Dividend | 1.27% | 296,603 | $17.5M | Add +4.8% |
| AGZ iShares Agency Bond ETF | 1.25% | 159,288 | $17.2M | Add +4.0% |
| JEPI JPMorgan Equity Premium Inco | 1.11% | 267,177 | $15.4M | Add +5.0% |
| FTSM First Trust Enh Short Mat FD | 1.08% | 249,451 | $14.9M | Add +3.4% |
| SCHD Schwab US DVD Equity ETF | 0.96% | 486,798 | $13.3M | Add +6.7% |
| IBIT iShares Bitcoin Trust ETF | 0.95% | 246,155 | $13.1M | Add +2.7% |
| IWB iShares Russell 1000 ETF | 0.93% | 39,697 | $12.8M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.83% | 14,885 | $11.5M | Add +1.8% |
| EPRF Innovat S&P Invest GRD Pref | 0.75% | 566,388 | $10.3M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.74% | 42,926 | $10.3M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.71% | 20,191 | $9.8M | Reduce -3.4% |
| AIVL Wisdomtree US AI Enhanced Va | 0.68% | 88,410 | $9.4M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 19,409 | $8.8M | Add +18.0% |
| GOOG Alphabet Inc. Class C | 0.64% | 46,190 | $8.8M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 0.61% | 14,213 | $8.4M | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.59% | 33,917 | $8.2M | Add +3.9% |
| PG The Procter & Gamble Co. | 0.56% | 46,151 | $7.7M | Add +3.0% |
| JVAL JPMorgan US Value Factor ETF | 0.52% | 165,762 | $7.2M | Add +5.5% |
| SHOP Shopify Inc. Class A | 0.48% | 62,080 | $6.6M | Reduce -0.9% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 128,569 | $6.5M | Add +27.9% |
| V Visa Inc. Class A | 0.46% | 20,304 | $6.4M | Add +3.7% |
| UNH Unitedhealth Group Inc. | 0.45% | 12,216 | $6.2M | Add +1.2% |
| AIRR First Trust Rba American Ind | 0.45% | 79,996 | $6.2M | Add +3.7% |
| IXUS iShares Core Intl Stock ETF | 0.41% | 86,011 | $5.7M | Add +7.1% |
| MA Mastercard Inc. Class A | 0.41% | 10,757 | $5.7M | Add +3.1% |
| BX Blackstone Inc. | 0.40% | 31,773 | $5.5M | Add +1.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.39% | 85,577 | $5.4M | Reduce -5.3% |
| HD Home Depot Inc. | 0.38% | 13,608 | $5.3M | Add +6.0% |
| JNJ Johnson & Johnson | 0.37% | 35,615 | $5.2M | Add +3.4% |
| AVGO Broadcom Inc. | 0.34% | 20,106 | $4.7M | Add +3.4% |
| IYW iShares Ustechnology ETF | 0.33% | 28,703 | $4.6M | Add +0.2% |
| NEE Nextera Energy Inc. | 0.32% | 62,113 | $4.5M | Reduce -1.6% |
| PANW Palo Alto Networks Inc. | 0.32% | 24,353 | $4.4M | Add +2.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.32% | 108,681 | $4.4M | Add +4.8% |
| MCD McDonald's Corp. | 0.31% | 14,748 | $4.3M | Add +4.5% |
| BA The Boeing Co. | 0.31% | 24,052 | $4.3M | Reduce -1.1% |
| XLK SS Technology Select Sector | 0.30% | 17,726 | $4.1M | Reduce -2.5% |
| ISRG Intuitive Surgical Inc. | 0.30% | 7,816 | $4.1M | Reduce -0.6% |
| SKYY First Trust Cloud Computing | 0.29% | 33,171 | $4.0M | Add +6.0% |
| COST Costco Wholesale Corp. | 0.28% | 4,211 | $3.9M | Add +8.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 34,427 | $3.8M | Add +190.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 16,892 | $3.7M | Add +1.7% |
| LISTED FD TR | 0.27% | 140,433 | $3.7M | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.27% | 10,132 | $3.7M | Add +7.4% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 58,893 | $3.7M | Reduce -0.1% |
| SOXX iShares Semiconductor ETF | 0.26% | 16,587 | $3.6M | Reduce -5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 5,985 | $3.5M | Add +3.4% |
| MMSC First Trust Multi-Manager SM | 0.25% | 168,691 | $3.5M | Add +5.1% |
| QCOM Qualcomm Inc. | 0.24% | 21,383 | $3.3M | Add +199.0% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 18,136 | $3.2M | Add +4.5% |
| TOTL SS Doubleline TR Tact ETF | 0.23% | 80,641 | $3.2M | Add +34.9% |
| IWM iShares Russell 2000 ETF | 0.23% | 14,364 | $3.2M | Add +1.0% |
| TBIL F/M US Treasury 3 Month Bill | 0.23% | 63,610 | $3.2M | Add +217.3% |
| WMT Walmart Inc. | 0.23% | 34,780 | $3.1M | Add +6.4% |
| AMLP Alerian MLP ETF | 0.23% | 65,042 | $3.1M | Add +5.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 71,110 | $3.1M | Add +1.3% |
| AXON Axon Enterprise Inc. | 0.22% | 5,227 | $3.1M | Reduce -2.2% |
| LNC Lincoln National Corp. | 0.22% | 95,807 | $3.0M | New |
| UNP Union Pacific Corp. | 0.21% | 13,002 | $3.0M | Add +8.7% |
| MRK Merck & Co. Inc. | 0.21% | 29,390 | $2.9M | Add +7.5% |
| VOO Vanguard S&P 500 ETF | 0.21% | 5,360 | $2.9M | Reduce -2.3% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 24,784 | $2.9M | Add +0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 15,480 | $2.8M | Add +4.0% |
| DG Dollar General Corp. | 0.20% | 35,987 | $2.7M | Add +9175.0% |
| PFE Pfizer Inc. | 0.19% | 100,764 | $2.7M | Add +217.6% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 34,980 | $2.6M | Add +6.5% |
| KO The Coca-Cola Co. | 0.19% | 42,029 | $2.6M | Add +0.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.19% | 57,978 | $2.6M | Add +1.5% |
| GNRC Generac Holdings Inc. | 0.19% | 16,749 | $2.6M | Add +819.8% |
| JCI Johnson Controls Internation | 0.19% | 32,804 | $2.6M | Add +12420.6% |
| CBRL Cracker Barrel Old Country | 0.18% | 47,934 | $2.5M | Add +52574.7% |
| CSCO Cisco Systems Inc. | 0.17% | 40,346 | $2.4M | Add +78.8% |
| XLE SS Energy Select Sector | 0.17% | 27,519 | $2.4M | Add +1.1% |
| ABNB Airbnb Inc. Class A | 0.17% | 17,667 | $2.3M | Reduce -0.0% |
| FTCS First Trust Capital Strength | 0.17% | 26,062 | $2.3M | Add +0.9% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 13,648 | $2.3M | Add +1.9% |
| SPG Simon Property Group Inc. | 0.16% | 12,907 | $2.2M | Add +1.1% |
| RTX RTX Corp. | 0.16% | 19,164 | $2.2M | Reduce -6.7% |
| POWA Invesco Bloomberg Pricing Po | 0.16% | 27,169 | $2.2M | Add +0.6% |
| DUK Duke Energy Corp. | 0.16% | 20,255 | $2.2M | Add +13.3% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.16% | 53,770 | $2.2M | Reduce -4.5% |
| MHK Mohawk Industries Inc. | 0.15% | 17,675 | $2.1M | New |
Portfolio Sells Q3 2024 → Q4 2024
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −1.45 |
| LMT Lockheed Martin Corp. | Reduce -3.4% | 0.71% | −0.22 |
| MSOS Advisorshares Pure US Cann | Sold out | 0.00% | −0.18 |
| EPRF Innovat S&P Invest GRD Pref | Reduce -2.5% | 0.75% | −0.12 |
| BIV Vanguard Intermediate-Term B | Reduce -72.0% | 0.03% | −0.10 |
| CEF Sprott Physical Gold and Sil | Reduce -60.5% | 0.05% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -1.6% | 0.32% | −0.08 |
| PTH Invesco Dorsey Wright Health | Sold out | 0.00% | −0.07 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.07 |
| B Barrick Gold Corp. | Sold out | 0.00% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -28.0% | 0.10% | −0.06 |
| NEM Newmont Corp. | Reduce -38.3% | 0.04% | −0.05 |
| IRM Iron Mountain Inc. | Reduce -65.6% | 0.02% | −0.05 |
| SOXX iShares Semiconductor ETF | Reduce -5.3% | 0.26% | −0.05 |
| IGLD FT Vest Gold Strategy Target | Sold out | 0.00% | −0.04 |
| APA Apa Corp. | Sold out | 0.00% | −0.04 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.04 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −0.04 |
| CB Chubb Ltd. | Reduce -47.0% | 0.04% | −0.04 |
| LDOS Leidos Holdings Inc. | Reduce -9.9% | 0.12% | −0.04 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.04 |
| DVN Devon Energy Corp. | Reduce -64.6% | 0.01% | −0.04 |
| BXSL Blackstone Secured Lending F | Reduce -30.4% | 0.09% | −0.03 |
| MBB iShares MBS ETF | Reduce -54.4% | 0.02% | −0.03 |
| SMAY FT Vest U.S. Small Cap Moder | Reduce -34.0% | 0.05% | −0.03 |
| PSX Phillips 66 | Sold out | 0.00% | −0.03 |
| SGOV iShares 0-3 Month Treasury B | Reduce -20.7% | 0.09% | −0.03 |
| PEP Pepsico Inc. | Reduce -3.2% | 0.14% | −0.03 |
| RTX RTX Corp. | Reduce -6.7% | 0.16% | −0.03 |
| PFLD Aam Low Dur Pref & Inc. Sec | Sold out | 0.00% | −0.03 |
| FXO First Trust Financial Alphad | Sold out | 0.00% | −0.03 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.03 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −0.03 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.03 |
| SCWX Secureworks Corp. Class A | Sold out | 0.00% | −0.02 |
| MDIV FT Multi-Asset Divers Inc. | Reduce -26.4% | 0.05% | −0.02 |
| CAVA Cava Group Inc. | Reduce -32.2% | 0.03% | −0.02 |
| MISL First Trust Indxx Aero & Def | Reduce -42.3% | 0.03% | −0.02 |
| MO Altria Group Inc. | Reduce -22.6% | 0.07% | −0.02 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.02 |
| FAST Fastenal Co. | Reduce -38.1% | 0.03% | −0.02 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.02 |
| IIPR Innovative Industrial Proper | Sold out | 0.00% | −0.02 |
| SBIO Alps Medical Breakthroughs | Sold out | 0.00% | −0.02 |
| BGLD FT Vest Gold Strategy Quarte | Sold out | 0.00% | −0.02 |
| SPHD Invesco S&P 500 High Dividen | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.61% | −0.02 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.02 |
| ITB iShares U.S. Home Constructi | Sold out | 0.00% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -35.1% | 0.03% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +1.7% | 2.79% | +0.92 |
| GOOGL Alphabet Inc. Class A | Add +24.0% | 1.50% | +0.39 |
| AMZN Amazon.com Inc. | Add +5.1% | 2.39% | +0.36 |
| IBIT iShares Bitcoin Trust ETF | Add +2.7% | 0.95% | +0.29 |
| LNC Lincoln National Corp. | New | 0.22% | +0.22 |
| DG Dollar General Corp. | Add +9175.0% | 0.20% | +0.20 |
| DIS The Walt Disney Co. | Add +190.0% | 0.28% | +0.19 |
| JCI Johnson Controls Internation | Add +12420.6% | 0.19% | +0.19 |
| CBRL Cracker Barrel Old Country | Add +52574.7% | 0.18% | +0.18 |
| GNRC Generac Holdings Inc. | Add +819.8% | 0.19% | +0.17 |
| TBIL F/M US Treasury 3 Month Bill | Add +217.3% | 0.23% | +0.15 |
| MHK Mohawk Industries Inc. | New | 0.15% | +0.15 |
| QCOM Qualcomm Inc. | Add +199.0% | 0.24% | +0.15 |
| BAX Baxter International Inc. | Add +115259.6% | 0.14% | +0.14 |
| SYF Synchrony Financial | New | 0.13% | +0.13 |
| PFE Pfizer Inc. | Add +217.6% | 0.19% | +0.12 |
| IQV Iqvia Holdings Inc. | New | 0.11% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +6.5% | 0.19% | +0.10 |
| HAS Hasbro Inc. | New | 0.10% | +0.10 |
| ARKK ARK Innovation ETF | Add +226.1% | 0.13% | +0.10 |
| ARCC Ares Capital Corp. | Add +194.5% | 0.14% | +0.09 |
| PNC PNC Financial Services Group | Add +972.7% | 0.10% | +0.09 |
| CNH CNH Industrial NV | New | 0.09% | +0.09 |
| FDX FedEx Corp. | Add +165.7% | 0.14% | +0.09 |
| AVGO Broadcom Inc. | Add +3.4% | 0.34% | +0.08 |
| CSCO Cisco Systems Inc. | Add +78.8% | 0.17% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +27.9% | 0.47% | +0.08 |
| WCC Wesco International Inc. | New | 0.08% | +0.08 |
| MJ Amplify ETF TR | Add +26197.0% | 0.08% | +0.08 |
| LEG Leggett & Platt Inc. | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 0.64% | +0.07 |
| WSC Willscot Holdings Corp. | New | 0.07% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.0% | 0.64% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.74% | +0.06 |
| V Visa Inc. Class A | Add +3.7% | 0.46% | +0.06 |
| SOFI Sofi Technologies Inc. | Add +37.4% | 0.09% | +0.05 |
| EMLP First Trust North American E | Add +1.5% | 2.03% | +0.05 |
| DOW Dow Inc. | Add +804.4% | 0.06% | +0.05 |
| CPAI Counterpoint Quan Equity ETF | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +74.9% | 0.12% | +0.05 |
| SKYY First Trust Cloud Computing | Add +6.0% | 0.29% | +0.04 |
| SHEL Shell PLC-ADR | Add +2758.6% | 0.04% | +0.04 |
| TOTL SS Doubleline TR Tact ETF | Add +34.9% | 0.23% | +0.04 |
| EPD Enterprise Products Partners | Add +91.2% | 0.08% | +0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +4.4% | 2.69% | +0.04 |
| MSFT Microsoft Corp. | Add +8.8% | 2.44% | +0.04 |
| HPE Hewlett Packard Enterprise | Add +333.2% | 0.05% | +0.04 |
| FPEI First Trust Institutional PR | Add +65.6% | 0.10% | +0.04 |
| QDVO Amplify CWP GRW & Inc. ETF | New | 0.04% | +0.04 |
| TRFK Pacer Data and Digital Rev | New | 0.03% | +0.03 |
Options Activity Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 5,800 | $3.3Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 2,600 | $1.5Mbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 2,600 | $1.3Mbefore exit |
| AMZN Amazon.com Inc. | call | Sold out | 2,000 | $373Kbefore exit |
| NVDA Nvidia Corp. | call | Sold out | 2,800 | $340Kbefore exit |
| BA The Boeing Co. | call | Sold out | 200 | $30Kbefore exit |
| MU Micron Technology Inc. | call | Sold out | 200 | $21Kbefore exit |
| SOUN Soundhound AI Inc. Class A | call | Sold out | 3,300 | $15Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| OXBRW Oxbridge Re Holdings-CW24 | *W EXP 03/26/202 | Sold out | 9,717 | $1Kbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 10 | $297before exit |
| ADVENT CONVERTIBLE AND INCOM | RIGHT 10/17/2024 | Sold out | 13,368 | $266before exit |
| A Agilent Technologies Inc. | COM | Sold out | 0 | $72before exit |
| HDEF Xtrackers MSCI Eafe High Div | XTRACK MSCI EAFE | Sold out | 0 | $12before exit |
| VTEB Vanguard Tax-Exempt Bond ETF | TAX EXEMPT BD | Sold out | 0 | $10before exit |
| EWX State Street SPDR S&P Emergi | ST MARKE CAP ETF | Sold out | 0 | $6before exit |
| RMBS Rambus Inc. | COM | Sold out | 0 | $0before exit |
| SAR Saratoga Investment Corp. | COM NEW | Sold out | 0 | $0before exit |
| XEL Xcel Energy Inc. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |