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 12 of 21

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33739H101

Shares:24.7K

Value:$629.9K

% of Portfolio:0.0% ($629.9K/$1.4B)

33740U786

Shares:17.0K

Value:$625.2K

% of Portfolio:0.0% ($625.2K/$1.4B)

DOW INC.

DOW|260557103

Shares:17.8K

Value:$623.1K

% of Portfolio:0.0% ($623.1K/$1.4B)

22542D233

Shares:3.8K

Value:$618.2K

% of Portfolio:0.0% ($618.2K/$1.4B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.6K

Value:$614.3K

% of Portfolio:0.0% ($614.3K/$1.4B)

Zoetis Inc.

ZTS|98978V103

Shares:3.7K

Value:$613.5K

% of Portfolio:0.0% ($613.5K/$1.4B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.3K

Value:$612.7K

% of Portfolio:0.0% ($612.7K/$1.4B)

33738D309

Shares:13.2K

Value:$603.9K

% of Portfolio:0.0% ($603.9K/$1.4B)

ALLIANCEBERNSTEIN HOLDING L.P.

AB|01881G106

Shares:15.5K

Value:$592.1K

% of Portfolio:0.0% ($592.1K/$1.4B)

464287812

Shares:8.2K

Value:$585.9K

% of Portfolio:0.0% ($585.9K/$1.4B)

78464A631

Shares:3.5K

Value:$567.3K

% of Portfolio:0.0% ($567.3K/$1.4B)

00214Q104

Shares:11.9K

Value:$564.7K

% of Portfolio:0.0% ($564.7K/$1.4B)

53656F631

Shares:18.7K

Value:$557.7K

% of Portfolio:0.0% ($557.7K/$1.4B)

81369Y209

Shares:3.8K

Value:$549.2K

% of Portfolio:0.0% ($549.2K/$1.4B)

38748G101

Shares:17.8K

Value:$548.4K

% of Portfolio:0.0% ($548.4K/$1.4B)

464287168

DVY|464287168

Shares:4.1K

Value:$545.9K

% of Portfolio:0.0% ($545.9K/$1.4B)

922908629

VO|922908629

Shares:2.1K

Value:$541.3K

% of Portfolio:0.0% ($541.3K/$1.4B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:4.4K

Value:$536.0K

% of Portfolio:0.0% ($536.0K/$1.4B)

464287291

Shares:7.1K

Value:$534.6K

% of Portfolio:0.0% ($534.6K/$1.4B)

00775Y645

Shares:18.3K

Value:$532.8K

% of Portfolio:0.0% ($532.8K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739H101)✕	24.7K	QoQ NEW(+24.7K) YoY -29.73% (-10.4K)	All Managers (Combined)	$629.9K	0.0% ($629.9K/$1.4B)	QoQ NEW(+$629.9K) YoY -24.39% (-$203.3K)
(cusip33740U786)✕	17.0K	QoQ 0.00% (-0) YoY -2.36% (-412)	All Managers (Combined)	$625.2K	0.0% ($625.2K/$1.4B)	QoQ -1.34% (-$8.6K) YoY +1.88% (-$11.6K)
DOW INC.(DOWcusip260557103)	17.8K	QoQ -14.91% (-3.1K) YoY NEW(+17.8K)	All Managers (Combined)	$623.1K	0.0% ($623.1K/$1.4B)	QoQ -25.96% (-$218.5K) YoY NEW(+$623.1K)
(cusip22542D233)✕	3.8K	QoQ +151.21% (+2.3K) YoY NEW(+3.8K)	All Managers (Combined)	$618.2K	0.0% ($618.2K/$1.4B)	QoQ +164.74% (+$384.7K) YoY NEW(+$618.2K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.6K	QoQ +8.74% (+452) YoY +5.79% (+308)	All Managers (Combined)	$614.3K	0.0% ($614.3K/$1.4B)	QoQ +28.85% (+$137.6K) YoY +34.28% (+$156.8K)
Zoetis Inc.(ZTScusip98978V103)	3.7K	QoQ -1.50% (-57) YoY -7.38% (-297)	All Managers (Combined)	$613.5K	0.0% ($613.5K/$1.4B)	QoQ -0.46% (-$2.9K) YoY -9.87% (-$67.2K)
KIMBERLY CLARK CORP(KMBcusip494368103)	4.3K	QoQ -1.21% (-53) YoY -3.92% (-176)	All Managers (Combined)	$612.7K	0.0% ($612.7K/$1.4B)	QoQ +7.19% (-$41.1K) YoY +5.63% (-$32.7K)
(cusip33738D309)✕	13.2K	QoQ -4.01% (-554) YoY -17.17% (-2.7K)	All Managers (Combined)	$603.9K	0.0% ($603.9K/$1.4B)	QoQ -5.24% (-$33.4K) YoY -18.17% (-$134.2K)
ALLIANCEBERNSTEIN HOLDING L.P.(ABcusip01881G106)	15.5K	QoQ +51.23% (+5.2K) YoY NEW(+15.5K)	All Managers (Combined)	$592.1K	0.0% ($592.1K/$1.4B)	QoQ +56.21% (+$213.1K) YoY NEW(+$592.1K)
(cusip464287812)✕	8.2K	QoQ +0.09% (+8) YoY -19.92% (-2.0K)	All Managers (Combined)	$585.9K	0.0% ($585.9K/$1.4B)	QoQ +9.21% (+$49.4K) YoY -15.25% (-$105.5K)
(cusip78464A631)✕	3.5K	QoQ +5.27% (+177) YoY +2.61% (+90)	All Managers (Combined)	$567.3K	0.0% ($567.3K/$1.4B)	QoQ +2.04% (+$11.4K) YoY +17.38% (+$84.0K)
(cusip00214Q104)✕	11.9K	QoQ -63.46% (-20.6K) YoY -18.15% (-2.6K)	All Managers (Combined)	$564.7K	0.0% ($564.7K/$1.4B)	QoQ -69.38% (-$1.3M) YoY -22.24% (-$161.6K)
(cusip53656F631)✕	18.7K	QoQ -1.93% (-369) YoY NEW(+18.7K)	All Managers (Combined)	$557.7K	0.0% ($557.7K/$1.4B)	QoQ -11.48% (-$72.4K) YoY NEW(+$557.7K)
(cusip81369Y209)✕	3.8K	QoQ +0.21% (+8) YoY -6.79% (-274)	All Managers (Combined)	$549.2K	0.0% ($549.2K/$1.4B)	QoQ +6.37% (+$32.9K) YoY -7.86% (-$46.9K)
(cusip38748G101)✕	17.8K	QoQ 0.00% (+0) YoY +0.90% (+160)	All Managers (Combined)	$548.4K	0.0% ($548.4K/$1.4B)	QoQ +19.11% (+$88.0K) YoY +41.71% (+$161.4K)
(DVYcusip464287168)	4.1K	QoQ +0.61% (+25) YoY -5.88% (-254)	All Managers (Combined)	$545.9K	0.0% ($545.9K/$1.4B)	QoQ +2.92% (+$15.5K) YoY +2.61% (-$13.9K)
(VOcusip922908629)	2.1K	QoQ +82.79% (+948) YoY +119.62% (+1.1K)	All Managers (Combined)	$541.3K	0.0% ($541.3K/$1.4B)	QoQ +79.00% (+$238.9K) YoY +127.23% (+$303.1K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	4.4K	QoQ +14.91% (+571) YoY +0.02% (+1)	All Managers (Combined)	$536.0K	0.0% ($536.0K/$1.4B)	QoQ +15.85% (+$73.4K) YoY +20.14% (+$89.9K)
(cusip464287291)✕	7.1K	QoQ 0.00% (-0) YoY +1.30% (+91)	All Managers (Combined)	$534.6K	0.0% ($534.6K/$1.4B)	QoQ -10.63% (-$63.6K) YoY +2.57% (+$13.4K)
(cusip00775Y645)✕	18.3K	QoQ -6.54% (-1.3K) YoY -2.84% (-534)	All Managers (Combined)	$532.8K	0.0% ($532.8K/$1.4B)	QoQ -6.35% (-$36.2K) YoY +11.74% (-$56.0K)