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

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PELOTON INTERACTIVE, INC.

PTON|70614W100

Shares:53.8K

Value:$340.2K

% of Portfolio:0.0% ($340.2K/$1.4B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.1K

Value:$338.6K

% of Portfolio:0.0% ($338.6K/$1.4B)

921943858

VEA|921943858

Shares:6.7K

Value:$338.5K

% of Portfolio:0.0% ($338.5K/$1.4B)

81369Y605

Shares:6.8K

Value:$338.5K

% of Portfolio:0.0% ($338.5K/$1.4B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:1.4K

Value:$335.6K

% of Portfolio:0.0% ($335.6K/$1.4B)

37954Y657

Shares:17.6K

Value:$334.2K

% of Portfolio:0.0% ($334.2K/$1.4B)

92204A207

Shares:1.5K

Value:$332.7K

% of Portfolio:0.0% ($332.7K/$1.4B)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:15.3K

Value:$332.7K

% of Portfolio:0.0% ($332.7K/$1.4B)

464285204

Shares:5.6K

Value:$332.5K

% of Portfolio:0.0% ($332.5K/$1.4B)

RIO TINTO PLC

RIO|767204100

Shares:5.5K

Value:$330.8K

% of Portfolio:0.0% ($330.8K/$1.4B)

78464A870

Shares:4.1K

Value:$330.2K

% of Portfolio:0.0% ($330.2K/$1.4B)

ALLSTATE CORP

ALL|020002101

Shares:1.6K

Value:$321.1K

% of Portfolio:0.0% ($321.1K/$1.4B)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:8.6K

Value:$320.0K

% of Portfolio:0.0% ($320.0K/$1.4B)

032108664

Shares:4.4K

Value:$318.0K

% of Portfolio:0.0% ($318.0K/$1.4B)

464288885

EFG|464288885

Shares:3.2K

Value:$317.5K

% of Portfolio:0.0% ($317.5K/$1.4B)

46435U853

Shares:8.6K

Value:$314.8K

% of Portfolio:0.0% ($314.8K/$1.4B)

316092840

Shares:6.3K

Value:$312.9K

% of Portfolio:0.0% ($312.9K/$1.4B)

W. P. Carey Inc.

WPC|92936U109

Shares:4.9K

Value:$311.7K

% of Portfolio:0.0% ($311.7K/$1.4B)

COMCAST CORP

CMCSA|20030N101

Shares:8.4K

Value:$310.3K

% of Portfolio:0.0% ($310.3K/$1.4B)

FISERV INC

FI|337738108

Shares:1.4K

Value:$308.9K

% of Portfolio:0.0% ($308.9K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PELOTON INTERACTIVE, INC.(PTONcusip70614W100)	53.8K	QoQ +22.79% (-10.0K) YoY +107.06% (+27.8K)	All Managers (Combined)	$340.2K	0.0% ($340.2K/$1.4B)	QoQ -10.80% (-$41.2K) YoY +205.40% (+$228.8K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.1K	QoQ -0.44% (-5) YoY +9.59% (+97)	All Managers (Combined)	$338.6K	0.0% ($338.6K/$1.4B)	QoQ +3.93% (-$12.8K) YoY +34.04% (+$86.0K)
(VEAcusip921943858)	6.7K	QoQ +20.49% (+1.1K) YoY NEW(+6.7K)	All Managers (Combined)	$338.5K	0.0% ($338.5K/$1.4B)	QoQ +28.09% (+$74.3K) YoY NEW(+$338.5K)
(cusip81369Y605)✕	6.8K	QoQ -0.02% (-2) YoY -0.05% (-4)	All Managers (Combined)	$338.5K	0.0% ($338.5K/$1.4B)	QoQ +3.03% (-$10.0K) YoY +18.19% (-$52.1K)
Cheniere Energy, Inc.(LNGcusip16411R208)	1.4K	QoQ +12.57% (+162) YoY NEW(+1.4K)	All Managers (Combined)	$335.6K	0.0% ($335.6K/$1.4B)	QoQ +21.26% (+$58.9K) YoY NEW(+$335.6K)
(cusip37954Y657)✕	17.6K	QoQ +0.98% (-171) YoY +4.15% (-701)	All Managers (Combined)	$334.2K	0.0% ($334.2K/$1.4B)	QoQ -1.44% (-$4.9K) YoY -1.62% (-$5.5K)
(cusip92204A207)✕	1.5K	QoQ +4.75% (+69) YoY +3.89% (+57)	All Managers (Combined)	$332.7K	0.0% ($332.7K/$1.4B)	QoQ +8.38% (+$25.7K) YoY +11.30% (+$33.8K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	15.3K	QoQ +0.01% (-3) YoY NEW(+15.3K)	All Managers (Combined)	$332.7K	0.0% ($332.7K/$1.4B)	QoQ -7.59% (-$27.3K) YoY NEW(+$332.7K)
(cusip464285204)✕	5.6K	QoQ -6.56% (-396) YoY -57.75% (-7.7K)	All Managers (Combined)	$332.5K	0.0% ($332.5K/$1.4B)	QoQ +11.27% (-$33.7K) YoY -40.71% (-$228.3K)
RIO TINTO PLC(RIOcusip767204100)	5.5K	QoQ NEW(+5.5K) YoY +4.26% (-225)	All Managers (Combined)	$330.8K	0.0% ($330.8K/$1.4B)	QoQ NEW(+$330.8K) YoY -1.71% (-$5.8K)
(cusip78464A870)✕	4.1K	QoQ +0.02% (-1) YoY +40.67% (+1.2K)	All Managers (Combined)	$330.2K	0.0% ($330.2K/$1.4B)	QoQ -9.91% (-$36.3K) YoY +20.21% (+$55.5K)
ALLSTATE CORP(ALLcusip020002101)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$321.1K	0.0% ($321.1K/$1.4B)	QoQ NEW(+$321.1K) YoY NEW(+$321.1K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	8.6K	QoQ +38.46% (+2.4K) YoY -79.74% (-33.7K)	All Managers (Combined)	$320.0K	0.0% ($320.0K/$1.4B)	QoQ +58.23% (+$117.8K) YoY -84.90% (-$1.8M)
(cusip032108664)✕	4.4K	QoQ +2.28% (-99) YoY NEW(+4.4K)	All Managers (Combined)	$318.0K	0.0% ($318.0K/$1.4B)	QoQ -1.42% (-$4.6K) YoY NEW(+$318.0K)
(EFGcusip464288885)	3.2K	QoQ +7.88% (+232) YoY +10.39% (+299)	All Managers (Combined)	$317.5K	0.0% ($317.5K/$1.4B)	QoQ +11.41% (+$32.5K) YoY +6.35% (+$19.0K)
(cusip46435U853)✕	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$314.8K	0.0% ($314.8K/$1.4B)	QoQ NEW(+$314.8K) YoY NEW(+$314.8K)
(cusip316092840)✕	6.3K	QoQ +3.66% (+223) YoY NEW(+6.3K)	All Managers (Combined)	$312.9K	0.0% ($312.9K/$1.4B)	QoQ +2.95% (+$9.0K) YoY NEW(+$312.9K)
W. P. Carey Inc.(WPCcusip92936U109)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$311.7K	0.0% ($311.7K/$1.4B)	QoQ NEW(+$311.7K) YoY NEW(+$311.7K)
COMCAST CORP(CMCSAcusip20030N101)	8.4K	QoQ +2.05% (+169) YoY -9.52% (-885)	All Managers (Combined)	$310.3K	0.0% ($310.3K/$1.4B)	QoQ +0.34% (+$1.1K) YoY -22.98% (-$92.6K)
FISERV INC(FIcusip337738108)	1.4K	QoQ +0.35% (+5) YoY +7.45% (+97)	All Managers (Combined)	$308.9K	0.0% ($308.9K/$1.4B)	QoQ +7.88% (+$22.6K) YoY +48.46% (+$100.9K)