Jaffetilchin-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AX",
  "KTOS",
  "GDX",
  null,
  null,
  null,
  null,
  "BROS",
  "RF",
  "SMCI",
  null,
  "MPLX",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  null,
  "ALL",
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  null,
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  null,
  "LEG",
  "LNC",
  "USA",
  "DUK",
  "D",
  "NNDM",
  null,
  "PDI",
  "TYG",
  null,
  null,
  null,
  "FCX",
  null,
  "BSL",
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "QCOM",
  null,
  null,
  "ISRG",
  null,
  "BTO",
  null,
  null,
  null,
  null,
  "ITW",
  "BKNG",
  "META",
  null,
  null,
  "NEXT",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "IQV",
  null,
  "RMT",
  null,
  null,
  null,
  "KMI",
  null,
  "LIN",
  "PAXS",
  null,
  null,
  "SCHY",
  null,
  "AYTU",
  null,
  "MA",
  "APA",
  "MSFT",
  null,
  "MDLZ",
  "GE",
  null,
  "HAS",
  null,
  null,
  "BX",
  "DG",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  "SHOP",
  null,
  "SPG",
  null,
  "O",
  null,
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "SOUN",
  "VV",
  "RKLB",
  "ACDC",
  "AB",
  "SUN",
  null,
  "VWO",
  "JBL",
  "BTG",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "XLB",
  "PTON",
  "IEF",
  null,
  "TSM",
  null,
  null,
  "FSK",
  "VYM",
  null,
  null,
  "THC",
  "TOL",
  "AFL",
  "AXON",
  "AMD",
  "FI",
  "GNRC",
  "WM",
  "FTNT",
  "IWR",
  "VLY",
  "AEP",
  "ECOR",
  "EE",
  null,
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "CEF",
  null,
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "VOOG",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WES",
  "WCC",
  "WFC",
  "WSC",
  null,
  "WPC",
  "YUM",
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "MHK",
  null,
  null,
  "JCI",
  null,
  "SO",
  null,
  null,
  "PSX",
  "CRM",
  "DIA",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "GEV",
  "ARLP",
  null,
  null,
  null,
  "SYF",
  "NUE",
  null,
  "FDX",
  null,
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BAX",
  "BDX",
  "BXMT",
  "BA",
  "BMY",
  "BTI",
  "CDNS",
  "CG",
  "CAVA",
  "CNP",
  "CVX",
  "LNG",
  "CINF",
  "CMG",
  "CSCO",
  "C",
  "CLX",
  "CME",
  null,
  "KO",
  "CMCSA",
  "COP",
  "CEG",
  "COST",
  "CBRL",
  "CRWD",
  "CSX",
  "CYBR",
  "DE",
  "DVN",
  "RSP",
  null,
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 403
Total Value: 1377697260
Accession Number: 0001404652-25-000002
Form Type: 13F-HR
CIK: jaffetilchin-investment-partners
Manager Name: Jaffetilchin-Investment-Partners

Data Enrichment

64% identified

258 identified145 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

403 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 21

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464287150

ITOT|464287150

Shares:682.5K

Value:$83.3M

% of Portfolio:6.0% ($83.3M/$1.4B)

Apple Inc.

AAPL|037833100

Shares:361.5K

Value:$80.3M

% of Portfolio:5.8% ($80.3M/$1.4B)

922908769

VTI|922908769

Shares:226.8K

Value:$62.3M

% of Portfolio:4.5% ($62.3M/$1.4B)

808524201

SCHX|808524201

Shares:2.5M

Value:$56.3M

% of Portfolio:4.1% ($56.3M/$1.4B)

922908637

VV|922908637

Shares:202.0K

Value:$51.9M

% of Portfolio:3.8% ($51.9M/$1.4B)

NVIDIA CORP

NVDA|67066G104

Shares:418.1K

Value:$45.3M

% of Portfolio:3.3% ($45.3M/$1.4B)

78464A805

Shares:516.0K

Value:$35.1M

% of Portfolio:2.5% ($35.1M/$1.4B)

808524102

SCHB|808524102

Shares:1.5M

Value:$32.6M

% of Portfolio:2.4% ($32.6M/$1.4B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:66.7K

Value:$31.3M

% of Portfolio:2.3% ($31.3M/$1.4B)

MICROSOFT CORP

MSFT|594918104

Shares:81.6K

Value:$30.6M

% of Portfolio:2.2% ($30.6M/$1.4B)

AMAZON COM INC

AMZN|023135106

Shares:144.5K

Value:$27.5M

% of Portfolio:2.0% ($27.5M/$1.4B)

33740F631

Shares:722.1K

Value:$27.4M

% of Portfolio:2.0% ($27.4M/$1.4B)

46434V860

Shares:528.6K

Value:$26.8M

% of Portfolio:1.9% ($26.8M/$1.4B)

464287457

Shares:300.9K

Value:$24.9M

% of Portfolio:1.8% ($24.9M/$1.4B)

Tesla, Inc.

TSLA|88160R101

Shares:95.5K

Value:$24.8M

% of Portfolio:1.8% ($24.8M/$1.4B)

33738D101

Shares:633.8K

Value:$23.8M

% of Portfolio:1.7% ($23.8M/$1.4B)

464288687

Shares:697.4K

Value:$21.4M

% of Portfolio:1.6% ($21.4M/$1.4B)

92206C102

VGSH|92206C102

Shares:360.6K

Value:$21.2M

% of Portfolio:1.5% ($21.2M/$1.4B)

Meta Platforms, Inc.

META|30303M102

Shares:33.4K

Value:$19.2M

% of Portfolio:1.4% ($19.2M/$1.4B)

46138J635

Shares:814.6K

Value:$18.9M

% of Portfolio:1.4% ($18.9M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ITOTcusip464287150)	682.5K	QoQ -0.33% (-2.3K) YoY +0.75% (+5.1K)	All Managers (Combined)	$83.3M	6.0% ($83.3M/$1.4B)	QoQ -5.45% (-$4.8M) YoY +6.62% (+$5.2M)
Apple Inc.(AAPLcusip037833100)	361.5K	QoQ -0.84% (-3.1K) YoY +16.33% (+50.8K)	All Managers (Combined)	$80.3M	5.8% ($80.3M/$1.4B)	QoQ -12.04% (-$11.0M) YoY +50.69% (+$27.0M)
(VTIcusip922908769)	226.8K	QoQ -0.28% (-653) YoY +10.01% (+20.6K)	All Managers (Combined)	$62.3M	4.5% ($62.3M/$1.4B)	QoQ -5.43% (-$3.6M) YoY +16.33% (+$8.8M)
(SCHXcusip808524201)	2.5M	QoQ +0.82% (-21.0K) YoY +223.83% (+1.8M)	All Managers (Combined)	$56.3M	4.1% ($56.3M/$1.4B)	QoQ -3.95% (-$2.3M) YoY +15.21% (+$7.4M)
(VVcusip922908637)	202.0K	QoQ +0.89% (-1.8K) YoY +2.36% (+4.7K)	All Managers (Combined)	$51.9M	3.8% ($51.9M/$1.4B)	QoQ -3.84% (-$2.1M) YoY +9.73% (+$4.6M)
NVIDIA CORP(NVDAcusip67066G104)	418.1K	QoQ +0.11% (-476) YoY +837.29% (+373.5K)	All Managers (Combined)	$45.3M	3.3% ($45.3M/$1.4B)	QoQ -19.20% (-$10.8M) YoY +12.42% (+$5.0M)
(cusip78464A805)✕	516.0K	QoQ -0.78% (-4.1K) YoY +0.32% (+1.7K)	All Managers (Combined)	$35.1M	2.5% ($35.1M/$1.4B)	QoQ -5.53% (-$2.1M) YoY +6.36% (+$2.1M)
(SCHBcusip808524102)	1.5M	QoQ -1.84% (-28.4K) YoY +194.25% (+1.0M)	All Managers (Combined)	$32.6M	2.4% ($32.6M/$1.4B)	QoQ -6.89% (-$2.4M) YoY +3.77% (+$1.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	66.7K	QoQ +2.61% (-1.7K) YoY +3.10% (+2.0K)	All Managers (Combined)	$31.3M	2.3% ($31.3M/$1.4B)	QoQ -5.88% (-$2.0M) YoY +8.88% (+$2.6M)
MICROSOFT CORP(MSFTcusip594918104)	81.6K	QoQ +2.18% (-1.7K) YoY +18.63% (+12.8K)	All Managers (Combined)	$30.6M	2.2% ($30.6M/$1.4B)	QoQ -8.99% (-$3.0M) YoY +5.85% (+$1.7M)
AMAZON COM INC(AMZNcusip023135106)	144.5K	QoQ -3.99% (-6.0K) YoY +39.11% (+40.6K)	All Managers (Combined)	$27.5M	2.0% ($27.5M/$1.4B)	QoQ -16.74% (-$5.5M) YoY +46.73% (+$8.8M)
(cusip33740F631)✕	722.1K	QoQ NEW(+722.1K) YoY NEW(+722.1K)	All Managers (Combined)	$27.4M	2.0% ($27.4M/$1.4B)	QoQ NEW(+$27.4M) YoY NEW(+$27.4M)
(cusip46434V860)✕	528.6K	QoQ NEW(+528.6K) YoY NEW(+528.6K)	All Managers (Combined)	$26.8M	1.9% ($26.8M/$1.4B)	QoQ NEW(+$26.8M) YoY NEW(+$26.8M)
(cusip464287457)✕	300.9K	QoQ +7.21% (+20.3K) YoY +25.59% (+61.3K)	All Managers (Combined)	$24.9M	1.8% ($24.9M/$1.4B)	QoQ +8.19% (+$1.9M) YoY +27.05% (+$5.3M)
Tesla, Inc.(TSLAcusip88160R101)	95.5K	QoQ +0.21% (-209) YoY -5.83% (-5.9K)	All Managers (Combined)	$24.8M	1.8% ($24.8M/$1.4B)	QoQ -35.68% (-$13.7M) YoY +38.82% (-$6.9M)
(cusip33738D101)✕	633.8K	QoQ -19.40% (-152.6K) YoY -10.70% (-76.0K)	All Managers (Combined)	$23.8M	1.7% ($23.8M/$1.4B)	QoQ -15.24% (-$4.3M) YoY +13.36% (-$2.8M)
(cusip464288687)✕	697.4K	QoQ -5.52% (-40.8K) YoY +4.29% (-28.7K)	All Managers (Combined)	$21.4M	1.6% ($21.4M/$1.4B)	QoQ -7.65% (-$1.8M) YoY -0.55% (-$119.6K)
(VGSHcusip92206C102)	360.6K	QoQ +1734.17% (+341.0K) YoY +1833.81% (+342.0K)	All Managers (Combined)	$21.2M	1.5% ($21.2M/$1.4B)	QoQ +1750.28% (+$20.0M) YoY +1854.46% (+$20.1M)
Meta Platforms, Inc.(METAcusip30303M102)	33.4K	QoQ +1.78% (+586) YoY +9.89% (+3.0K)	All Managers (Combined)	$19.2M	1.4% ($19.2M/$1.4B)	QoQ +0.19% (+$37.8K) YoY +30.43% (+$4.5M)
(cusip46138J635)✕	814.6K	QoQ NEW(+814.6K) YoY NEW(+814.6K)	All Managers (Combined)	$18.9M	1.4% ($18.9M/$1.4B)	QoQ NEW(+$18.9M) YoY NEW(+$18.9M)