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 10 of 21

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46428Q109

Shares:29.3K

Value:$907.9K

% of Portfolio:0.1% ($907.9K/$1.4B)

316092600

Shares:13.3K

Value:$905.9K

% of Portfolio:0.1% ($905.9K/$1.4B)

ALLIANCE RESOURCE PARTNERS LP

ARLP|01877R108

Shares:33.1K

Value:$902.4K

% of Portfolio:0.1% ($902.4K/$1.4B)

97717Y527

Shares:17.8K

Value:$894.0K

% of Portfolio:0.1% ($894.0K/$1.4B)

APA Corp

APA|03743Q108

Shares:42.3K

Value:$888.1K

% of Portfolio:0.1% ($888.1K/$1.4B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:8.6K

Value:$886.5K

% of Portfolio:0.1% ($886.5K/$1.4B)

WESCO INTERNATIONAL INC

WCC|95082P105

Shares:5.7K

Value:$884.1K

% of Portfolio:0.1% ($884.1K/$1.4B)

STARBUCKS CORP

SBUX|855244109

Shares:9.0K

Value:$883.2K

% of Portfolio:0.1% ($883.2K/$1.4B)

464288661

Shares:7.3K

Value:$860.7K

% of Portfolio:0.1% ($860.7K/$1.4B)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:29.5K

Value:$836.9K

% of Portfolio:0.1% ($836.9K/$1.4B)

JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND

BTO|409735206

Shares:23.9K

Value:$814.6K

% of Portfolio:0.1% ($814.6K/$1.4B)

464287499

IWR|464287499

Shares:9.6K

Value:$813.4K

% of Portfolio:0.1% ($813.4K/$1.4B)

3M CO

MMM|88579Y101

Shares:5.5K

Value:$813.4K

% of Portfolio:0.1% ($813.4K/$1.4B)

46138J791

Shares:41.6K

Value:$810.3K

% of Portfolio:0.1% ($810.3K/$1.4B)

33739Q705

Shares:15.9K

Value:$804.3K

% of Portfolio:0.1% ($804.3K/$1.4B)

92189F437

Shares:27.8K

Value:$802.7K

% of Portfolio:0.1% ($802.7K/$1.4B)

33740U778

Shares:33.1K

Value:$787.9K

% of Portfolio:0.1% ($787.9K/$1.4B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:27.5K

Value:$785.7K

% of Portfolio:0.1% ($785.7K/$1.4B)

VALLEY NATIONAL BANCORP

VLY|919794107

Shares:88.2K

Value:$783.8K

% of Portfolio:0.1% ($783.8K/$1.4B)

46654Q203

Shares:15.0K

Value:$777.4K

% of Portfolio:0.1% ($777.4K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46428Q109)✕	29.3K	QoQ -1.04% (-308) YoY +45.19% (+9.1K)	All Managers (Combined)	$907.9K	0.1% ($907.9K/$1.4B)	QoQ +16.47% (-$128.4K) YoY +97.77% (+$448.8K)
(cusip316092600)✕	13.3K	QoQ +0.73% (+97) YoY -1.55% (-210)	All Managers (Combined)	$905.9K	0.1% ($905.9K/$1.4B)	QoQ +5.32% (+$45.8K) YoY -3.60% (-$33.8K)
ALLIANCE RESOURCE PARTNERS LP(ARLPcusip01877R108)	33.1K	QoQ +9.24% (+2.8K) YoY +25.73% (+6.8K)	All Managers (Combined)	$902.4K	0.1% ($902.4K/$1.4B)	QoQ +13.35% (+$106.3K) YoY +71.07% (+$374.9K)
(cusip97717Y527)✕	17.8K	QoQ -1.72% (-312) YoY -1.41% (-255)	All Managers (Combined)	$894.0K	0.1% ($894.0K/$1.4B)	QoQ -1.70% (-$15.5K) YoY -1.33% (-$12.1K)
APA Corp(APAcusip03743Q108)	42.3K	QoQ NEW(+42.3K) YoY NEW(+42.3K)	All Managers (Combined)	$888.1K	0.1% ($888.1K/$1.4B)	QoQ NEW(+$888.1K) YoY NEW(+$888.1K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	8.6K	QoQ +8.91% (-706) YoY +10.97% (-853)	All Managers (Combined)	$886.5K	0.1% ($886.5K/$1.4B)	QoQ -7.36% (-$70.5K) YoY -36.82% (-$516.8K)
WESCO INTERNATIONAL INC(WCCcusip95082P105)	5.7K	QoQ -5.82% (-352) YoY NEW(+5.7K)	All Managers (Combined)	$884.1K	0.1% ($884.1K/$1.4B)	QoQ -19.17% (-$209.8K) YoY NEW(+$884.1K)
STARBUCKS CORP(SBUXcusip855244109)	9.0K	QoQ +1.05% (+94) YoY +72.95% (+3.8K)	All Managers (Combined)	$883.2K	0.1% ($883.2K/$1.4B)	QoQ +8.62% (+$70.1K) YoY +85.63% (+$407.4K)
(cusip464288661)✕	7.3K	QoQ +18.47% (+1.1K) YoY +106.46% (+3.8K)	All Managers (Combined)	$860.7K	0.1% ($860.7K/$1.4B)	QoQ +21.11% (+$150.1K) YoY +110.57% (+$452.0K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	29.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$836.9K	0.1% ($836.9K/$1.4B)	QoQ +19.57% (+$137.0K) YoY +39.67% (+$237.7K)
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND(BTOcusip409735206)	23.9K	QoQ NEW(+23.9K) YoY NEW(+23.9K)	All Managers (Combined)	$814.6K	0.1% ($814.6K/$1.4B)	QoQ NEW(+$814.6K) YoY NEW(+$814.6K)
(IWRcusip464287499)	9.6K	QoQ +67.96% (+3.9K) YoY +77.86% (+4.2K)	All Managers (Combined)	$813.4K	0.1% ($813.4K/$1.4B)	QoQ +61.62% (+$310.2K) YoY +79.92% (+$361.3K)
3M CO(MMMcusip88579Y101)	5.5K	QoQ +16.85% (+799) YoY NEW(+5.5K)	All Managers (Combined)	$813.4K	0.1% ($813.4K/$1.4B)	QoQ +32.94% (+$201.6K) YoY NEW(+$813.4K)
(cusip46138J791)✕	41.6K	QoQ NEW(+41.6K) YoY NEW(+41.6K)	All Managers (Combined)	$810.3K	0.1% ($810.3K/$1.4B)	QoQ NEW(+$810.3K) YoY NEW(+$810.3K)
(cusip33739Q705)✕	15.9K	QoQ -11.82% (-2.1K) YoY -25.51% (-5.5K)	All Managers (Combined)	$804.3K	0.1% ($804.3K/$1.4B)	QoQ -11.27% (-$102.2K) YoY -29.93% (-$343.6K)
(cusip92189F437)✕	27.8K	QoQ -5.29% (-1.6K) YoY -12.06% (-3.8K)	All Managers (Combined)	$802.7K	0.1% ($802.7K/$1.4B)	QoQ -4.66% (-$39.3K) YoY -12.55% (-$115.2K)
(cusip33740U778)✕	33.1K	QoQ -1.50% (-506) YoY +0.51% (+169)	All Managers (Combined)	$787.9K	0.1% ($787.9K/$1.4B)	QoQ -4.36% (-$36.0K) YoY +6.17% (+$45.8K)
KINDER MORGAN, INC.(KMIcusip49456B101)	27.5K	QoQ -25.58% (-9.5K) YoY NEW(+27.5K)	All Managers (Combined)	$785.7K	0.1% ($785.7K/$1.4B)	QoQ -22.51% (-$228.3K) YoY NEW(+$785.7K)
VALLEY NATIONAL BANCORP(VLYcusip919794107)	88.2K	QoQ NEW(+88.2K) YoY NEW(+88.2K)	All Managers (Combined)	$783.8K	0.1% ($783.8K/$1.4B)	QoQ NEW(+$783.8K) YoY NEW(+$783.8K)
(cusip46654Q203)✕	15.0K	QoQ -15.48% (-2.8K) YoY -11.72% (-2.0K)	All Managers (Combined)	$777.4K	0.1% ($777.4K/$1.4B)	QoQ -22.38% (-$224.2K) YoY -15.72% (-$145.1K)