Jaffetilchin Investment Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Jaffetilchin Investment Partners, LLC reported 403 stock positions worth $1.4 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 6.0% of the portfolio, followed by Apple (AAPL, 5.8%) and VG Morningstar TS MKT ETF-US (VTI, 4.5%). Compared with Q4 2024, it opened 65 new positions, sold out of 44, added to 193 and reduced 124. The biggest buy was a new position in FT Vest U.S. Equity Deep Buf (DJAN) and the biggest sale iShares Agency Bond ETF (AGZ, shares −88%).
- Most Recent 13F
- Q1 2026
- Location
- TAMPA, FL
- CIK
- 0001404652
- Portfolio Value
- $1.4B (Q1 2025)
- SEC Filing
- 0001404652-25-000002 ↗ filed Apr 24, 2025
Holdings Value
Holdings 403 stocks · $1.4B
| ITOT iShares Core S&P Total U.S. | 6.04% | 682,543 | $83.3M | Reduce -0.3% |
| AAPL Apple Inc. | 5.83% | 361,544 | $80.3M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.52% | 226,821 | $62.3M | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 4.09% | 2,549,269 | $56.3M | Add +0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.77% | 201,992 | $51.9M | Add +0.9% |
| NVDA Nvidia Corp. | 3.29% | 418,062 | $45.3M | Add +0.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.55% | 515,968 | $35.1M | Reduce -0.8% |
| SCHB Schwab US Broad Market ETF | 2.37% | 1,515,479 | $32.6M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.27% | 66,737 | $31.3M | Add +2.6% |
| MSFT Microsoft Corp. | 2.22% | 81,583 | $30.6M | Add +2.2% |
| AMZN Amazon.com Inc. | 2.00% | 144,534 | $27.5M | Reduce -4.0% |
| DJAN FT Vest U.S. Equity Deep Buf | 1.99% | 722,069 | $27.4M | New |
| TFLO iShares Treasury Floating Ra | 1.94% | 528,631 | $26.8M | New |
| SHY iShares 1-3 Year Treasury Bo | 1.81% | 300,926 | $24.9M | Add +7.2% |
| TSLA Tesla Inc. | 1.80% | 95,514 | $24.8M | Add +0.2% |
| EMLP First Trust North American E | 1.72% | 633,848 | $23.8M | Reduce -19.4% |
| PFF iShares Preferred & Income S | 1.56% | 697,399 | $21.4M | Reduce -5.5% |
| VGSH Vanguard Short-Term Treasury | 1.54% | 360,617 | $21.2M | Add +1734.2% |
| META Meta Platforms Inc. Class A | 1.40% | 33,353 | $19.2M | Add +1.8% |
| BSJQ Invesco Bulletshares 2026 HY | 1.37% | 814,568 | $18.9M | New |
| VMBS Vanguard Mortgage-Backed Sec | 1.36% | 405,090 | $18.8M | Reduce -8.7% |
| GOOGL Alphabet Inc. Class A | 1.21% | 107,534 | $16.6M | Reduce -1.7% |
| FTSM First Trust Enh Short Mat FD | 1.05% | 241,018 | $14.4M | Reduce -3.4% |
| SCHD Schwab US DVD Equity ETF | 1.05% | 515,618 | $14.4M | Add +5.9% |
| LLY Eli Lilly & Co. | 0.90% | 14,987 | $12.4M | Add +0.7% |
| IWB iShares Russell 1000 ETF | 0.89% | 39,872 | $12.2M | Add +0.4% |
| MLPA Global X MLP ETF | 0.87% | 225,106 | $12.0M | Add +3801.3% |
| JPM JPMorgan Chase & Co. | 0.78% | 44,058 | $10.8M | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 19,470 | $10.4M | Add +0.3% |
| AIVL Wisdomtree US AI Enhanced Va | 0.71% | 88,698 | $9.7M | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.66% | 20,210 | $9.0M | Add +0.1% |
| GLD SPDR Gold Shares | 0.65% | 30,932 | $8.9M | Reduce -8.8% |
| PG The Procter & Gamble Co. | 0.59% | 47,666 | $8.1M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 0.58% | 14,260 | $8.0M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.54% | 47,197 | $7.4M | Add +2.2% |
| V Visa Inc. Class A | 0.53% | 20,884 | $7.3M | Add +2.9% |
| IBIT iShares Bitcoin Trust ETF | 0.51% | 150,558 | $7.0M | Reduce -38.8% |
| UNH Unitedhealth Group Inc. | 0.48% | 12,597 | $6.6M | Add +3.1% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 127,529 | $6.5M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.45% | 12,066 | $6.2M | Add +125.1% |
| JNJ Johnson & Johnson | 0.44% | 36,300 | $6.0M | Add +1.9% |
| XLE SS Energy Select Sector | 0.43% | 63,520 | $5.9M | Add +130.8% |
| MA Mastercard Inc. Class A | 0.43% | 10,765 | $5.9M | Add +0.1% |
| SHOP Shopify Inc. Class A | 0.42% | 60,827 | $5.8M | Reduce -2.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.38% | 83,327 | $5.2M | Reduce -2.6% |
| MCD McDonald's Corp. | 0.36% | 16,056 | $5.0M | Add +8.9% |
| AIRR First Trust Rba American Ind | 0.36% | 72,657 | $5.0M | Reduce -9.2% |
| HD Home Depot Inc. | 0.33% | 12,303 | $4.5M | Reduce -9.6% |
| NEE Nextera Energy Inc. | 0.32% | 61,711 | $4.4M | Reduce -0.7% |
| AGG iShares Core U.S. Aggregate | 0.32% | 43,998 | $4.4M | Add +261.2% |
| DIVO Amplify CWP Enhan Divid ETF | 0.31% | 106,415 | $4.3M | Reduce -2.1% |
| BA The Boeing Co. | 0.31% | 25,084 | $4.3M | Add +4.3% |
| TBIL F/M US Treasury 3 Month Bill | 0.31% | 84,418 | $4.2M | Add +32.7% |
| PANW Palo Alto Networks Inc. | 0.30% | 24,151 | $4.1M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 0.29% | 4,297 | $4.1M | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 69,650 | $4.1M | Add +18.3% |
| IYW iShares Ustechnology ETF | 0.29% | 28,937 | $4.1M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 15,630 | $3.9M | Reduce -7.5% |
| MMSC First Trust Multi-Manager SM | 0.28% | 213,298 | $3.9M | Add +26.4% |
| ISRG Intuitive Surgical Inc. | 0.28% | 7,804 | $3.9M | Reduce -0.1% |
| LISTED FD TR | 0.27% | 144,867 | $3.8M | Add +3.2% |
| TOTL SS Doubleline TR Tact ETF | 0.27% | 93,189 | $3.8M | Add +15.6% |
| XLK SS Technology Select Sector | 0.27% | 17,759 | $3.7M | Add +0.2% |
| AVGO Broadcom Inc. | 0.26% | 21,752 | $3.6M | Add +8.2% |
| BX Blackstone Inc. | 0.26% | 25,589 | $3.6M | Reduce -19.5% |
| CAT Caterpillar Inc. | 0.26% | 10,716 | $3.5M | Add +5.8% |
| WMT Walmart Inc. | 0.25% | 39,922 | $3.5M | Add +14.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 6,142 | $3.4M | Add +2.6% |
| XLB SS Materials Select Sector | 0.24% | 38,510 | $3.3M | New |
| SKYY First Trust Cloud Computing | 0.24% | 32,213 | $3.3M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.24% | 21,260 | $3.3M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 32,758 | $3.2M | Reduce -4.8% |
| XOP SS SPDR S&P Og Exp & Prod | 0.23% | 24,232 | $3.2M | New |
| UNP Union Pacific Corp. | 0.23% | 13,437 | $3.2M | Add +3.4% |
| IXUS iShares Core Intl Stock ETF | 0.23% | 45,106 | $3.1M | Reduce -47.6% |
| AMLP Alerian MLP ETF | 0.22% | 59,572 | $3.1M | Reduce -8.4% |
| IWM iShares Russell 2000 ETF | 0.22% | 15,416 | $3.1M | Add +7.3% |
| SOXX iShares Semiconductor ETF | 0.22% | 16,235 | $3.1M | Reduce -2.1% |
| KO The Coca-Cola Co. | 0.22% | 42,600 | $3.1M | Add +1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 35,688 | $3.0M | Add +2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 71,772 | $3.0M | Add +0.9% |
| XME SS SPDR S&P Metals Mining | 0.22% | 53,450 | $3.0M | New |
| IJR iShares Core S&P Small-Cap E | 0.21% | 27,930 | $2.9M | Add +12.7% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 50,341 | $2.9M | Reduce -81.2% |
| RDVY First Trust Rising Dividend | 0.21% | 49,108 | $2.9M | Reduce -83.4% |
| DG Dollar General Corp. | 0.21% | 32,523 | $2.9M | Reduce -9.6% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 14,111 | $2.8M | Add +3.4% |
| AXON Axon Enterprise Inc. | 0.20% | 5,314 | $2.8M | Add +1.7% |
| MRK Merck & Co. Inc. | 0.20% | 30,760 | $2.8M | Add +4.7% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 15,721 | $2.7M | Add +1.6% |
| T AT&T Inc. | 0.19% | 92,981 | $2.6M | Add +4.7% |
| LNC Lincoln National Corp. | 0.19% | 73,137 | $2.6M | Reduce -23.7% |
| VZ Verizon Communications Inc. | 0.19% | 56,721 | $2.6M | Add +25.8% |
| PM Philip Morris International | 0.18% | 15,860 | $2.5M | Add +3.7% |
| DUK Duke Energy Corp. | 0.18% | 20,207 | $2.5M | Reduce -0.2% |
| MJ Amplify Alternat Harvest ETF | 0.18% | 125,771 | $2.5M | Add +224.9% |
| JCI Johnson Controls Internation | 0.18% | 30,120 | $2.4M | Reduce -8.2% |
| PFE Pfizer Inc. | 0.17% | 94,116 | $2.4M | Reduce -6.6% |
| FTCS First Trust Capital Strength | 0.17% | 26,505 | $2.4M | Add +1.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.17% | 58,191 | $2.4M | Add +0.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AGZ iShares Agency Bond ETF | Reduce -88.2% | 0.15% | −1.10 |
| RDVY First Trust Rising Dividend | Reduce -83.4% | 0.21% | −1.06 |
| JEPI JPMorgan Equity Premium Inco | Reduce -81.2% | 0.21% | −0.90 |
| AAPL Apple Inc. | Reduce -0.8% | 5.83% | −0.78 |
| EPRF Innovat S&P Invest GRD Pref | Reduce -95.8% | 0.03% | −0.71 |
| IBIT iShares Bitcoin Trust ETF | Reduce -38.8% | 0.51% | −0.43 |
| JVAL JPMorgan US Value Factor ETF | Reduce -82.5% | 0.09% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 2.00% | −0.40 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.3% | 6.04% | −0.33 |
| EMLP First Trust North American E | Reduce -19.4% | 1.72% | −0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 1.21% | −0.29 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 4.52% | −0.25 |
| IXUS iShares Core Intl Stock ETF | Reduce -47.6% | 0.23% | −0.18 |
| SCHB Schwab US Broad Market ETF | Reduce -1.8% | 2.37% | −0.17 |
| RSP Invesco S&P 500 Equal Weight | Reduce -70.2% | 0.07% | −0.16 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.8% | 2.55% | −0.14 |
| BX Blackstone Inc. | Reduce -19.5% | 0.26% | −0.14 |
| PFF iShares Preferred & Income S | Reduce -5.5% | 1.56% | −0.12 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -8.7% | 1.36% | −0.09 |
| ARKK ARK Innovation ETF | Reduce -63.5% | 0.04% | −0.09 |
| AIRR First Trust Rba American Ind | Reduce -9.2% | 0.36% | −0.09 |
| GNRC Generac Holdings Inc. | Reduce -18.2% | 0.13% | −0.06 |
| CBRL Cracker Barrel Old Country | Reduce -9.6% | 0.12% | −0.06 |
| BXSL Blackstone Secured Lending F | Reduce -64.9% | 0.03% | −0.06 |
| HD Home Depot Inc. | Reduce -9.6% | 0.33% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -2.0% | 0.42% | −0.06 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.05 |
| SKYY First Trust Cloud Computing | Reduce -2.9% | 0.24% | −0.05 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.05 |
| CPAI Counterpoint Quan Equity ETF | Sold out | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Reduce -4.8% | 0.23% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -62.3% | 0.02% | −0.04 |
| SOXX iShares Semiconductor ETF | Reduce -2.1% | 0.22% | −0.04 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.04 |
| QDVO Amplify CWP GRW & Inc. ETF | Sold out | 0.00% | −0.04 |
| USB US Bancorp | Sold out | 0.00% | −0.04 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.03 |
| TRFK Pacer Data and Digital Rev | Sold out | 0.00% | −0.03 |
| SYF Synchrony Financial | Reduce -9.9% | 0.09% | −0.03 |
| FTSM First Trust Enh Short Mat FD | Reduce -3.4% | 1.05% | −0.03 |
| PSCT Invesco S&P Smallcap Informa | Sold out | 0.00% | −0.03 |
| SNOV FT Vest US Small Cap Moderat | Sold out | 0.00% | −0.03 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.03 |
| LNC Lincoln National Corp. | Reduce -23.7% | 0.19% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| JBL Jabil Inc. | Reduce -47.8% | 0.03% | −0.03 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.03 |
| MISL First Trust Indxx Aero & Def | Sold out | 0.00% | −0.03 |
| HUMA Humacyte Inc. | Sold out | 0.00% | −0.02 |
| LEG Leggett & Platt Inc. | Reduce -16.7% | 0.05% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| DJAN FT Vest U.S. Equity Deep Buf | New | 1.99% | +1.99 |
| TFLO iShares Treasury Floating Ra | New | 1.94% | +1.94 |
| VGSH Vanguard Short-Term Treasury | Add +1734.2% | 1.54% | +1.45 |
| BSJQ Invesco Bulletshares 2026 HY | New | 1.37% | +1.37 |
| MLPA Global X MLP ETF | Add +3801.3% | 0.87% | +0.85 |
| XLE SS Energy Select Sector | Add +130.8% | 0.43% | +0.26 |
| VOO Vanguard S&P 500 ETF | Add +125.1% | 0.45% | +0.24 |
| XLB SS Materials Select Sector | New | 0.24% | +0.24 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.23% | +0.23 |
| AGG iShares Core U.S. Aggregate | Add +261.2% | 0.32% | +0.23 |
| XME SS SPDR S&P Metals Mining | New | 0.22% | +0.22 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.2% | 1.81% | +0.14 |
| DHDG FT US Eqty Q 2.5-15 Buff ETF | New | 0.13% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.75% | +0.12 |
| SAMM Strategas Macro Momentum ETF | New | 0.10% | +0.10 |
| MJ Amplify Alternat Harvest ETF | Add +224.9% | 0.18% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +5.9% | 1.05% | +0.08 |
| TBIL F/M US Treasury 3 Month Bill | Add +32.7% | 0.31% | +0.08 |
| V Visa Inc. Class A | Add +2.9% | 0.53% | +0.07 |
| LLY Eli Lilly & Co. | Add +0.7% | 0.90% | +0.07 |
| APA Apa Corp. | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | Add +1.9% | 0.44% | +0.06 |
| BTO John Hancock Financial Opp | New | 0.06% | +0.06 |
| BSCQ Invesco Bulletshares 2026 CB | New | 0.06% | +0.06 |
| VLY Valley National Bancorp | New | 0.06% | +0.06 |
| UPS United Parcel Service Class B | Add +231.4% | 0.09% | +0.06 |
| NEM Newmont Corp. | Add +93.5% | 0.09% | +0.06 |
| VZ Verizon Communications Inc. | Add +25.8% | 0.19% | +0.06 |
| MCD McDonald's Corp. | Add +8.9% | 0.36% | +0.05 |
| COP Conocophillips | New | 0.05% | +0.05 |
| SMCI Super Micro Computer Inc. | New | 0.05% | +0.05 |
| PM Philip Morris International | Add +3.7% | 0.18% | +0.05 |
| AMGN Amgen Inc. | Add +35.3% | 0.12% | +0.05 |
| FTGC First Trust Global Tactical | New | 0.05% | +0.05 |
| T AT&T Inc. | Add +4.7% | 0.19% | +0.04 |
| TOTL SS Doubleline TR Tact ETF | Add +15.6% | 0.27% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +30.7% | 0.16% | +0.04 |
| FCX Freeport-McMoran Inc. | Add +145.9% | 0.07% | +0.04 |
| GE General Electric | Add +3.4% | 0.20% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +2.6% | 0.78% | +0.04 |
| QYLD Global X Nasd 100 Cov Call | New | 0.04% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +26.9% | 0.17% | +0.04 |
| CINF Cincinnati Financial Corp. | New | 0.04% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +58.5% | 0.09% | +0.04 |
| CVX Chevron Corp. | Add +12.8% | 0.15% | +0.04 |
| SCHG Schwab US Large-Cap Growth | New | 0.04% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +22.9% | 0.13% | +0.03 |
| APO Apollo Global Management Inc. | Add +65.5% | 0.12% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.03% | +0.03 |
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 |