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 2 of 21

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92206C771

Shares:405.1K

Value:$18.8M

% of Portfolio:1.4% ($18.8M/$1.4B)

Alphabet Inc.

GOOGL|02079K305

Shares:107.5K

Value:$16.6M

% of Portfolio:1.2% ($16.6M/$1.4B)

33739Q408

Shares:241.0K

Value:$14.4M

% of Portfolio:1.0% ($14.4M/$1.4B)

808524797

SCHD|808524797

Shares:515.6K

Value:$14.4M

% of Portfolio:1.0% ($14.4M/$1.4B)

ELI LILLY & Co

LLY|532457108

Shares:15.0K

Value:$12.4M

% of Portfolio:0.9% ($12.4M/$1.4B)

464287622

IWB|464287622

Shares:39.9K

Value:$12.2M

% of Portfolio:0.9% ($12.2M/$1.4B)

37954Y343

Shares:225.1K

Value:$12.0M

% of Portfolio:0.9% ($12.0M/$1.4B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:44.1K

Value:$10.8M

% of Portfolio:0.8% ($10.8M/$1.4B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:19.5K

Value:$10.4M

% of Portfolio:0.8% ($10.4M/$1.4B)

97717W406

Shares:88.7K

Value:$9.7M

% of Portfolio:0.7% ($9.7M/$1.4B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:20.2K

Value:$9.0M

% of Portfolio:0.7% ($9.0M/$1.4B)

SPDR GOLD TRUST

GLD|78463V107

Shares:30.9K

Value:$8.9M

% of Portfolio:0.6% ($8.9M/$1.4B)

PROCTER & GAMBLE Co

PG|742718109

Shares:47.7K

Value:$8.1M

% of Portfolio:0.6% ($8.1M/$1.4B)

464287200

IVV|464287200

Shares:14.3K

Value:$8.0M

% of Portfolio:0.6% ($8.0M/$1.4B)

Alphabet Inc.

GOOG|02079K107

Shares:47.2K

Value:$7.4M

% of Portfolio:0.5% ($7.4M/$1.4B)

VISA INC.

V|92826C839

Shares:20.9K

Value:$7.3M

% of Portfolio:0.5% ($7.3M/$1.4B)

46438F101

Shares:150.6K

Value:$7.0M

% of Portfolio:0.5% ($7.0M/$1.4B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:12.6K

Value:$6.6M

% of Portfolio:0.5% ($6.6M/$1.4B)

46641Q837

Shares:127.5K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.4B)

922908363

VOO|922908363

Shares:12.1K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C771)✕	405.1K	QoQ -8.68% (-38.5K) YoY +3.36% (+13.2K)	All Managers (Combined)	$18.8M	1.4% ($18.8M/$1.4B)	QoQ -6.73% (-$1.4M) YoY +4.95% (+$885.3K)
Alphabet Inc.(GOOGLcusip02079K305)	107.5K	QoQ -1.69% (-1.8K) YoY +36.48% (+28.7K)	All Managers (Combined)	$16.6M	1.2% ($16.6M/$1.4B)	QoQ -19.69% (-$4.1M) YoY +39.83% (+$4.7M)
(cusip33739Q408)✕	241.0K	QoQ -3.38% (-8.4K) YoY +39.65% (+68.4K)	All Managers (Combined)	$14.4M	1.0% ($14.4M/$1.4B)	QoQ -3.26% (-$487.2K) YoY +40.16% (+$4.1M)
(SCHDcusip808524797)	515.6K	QoQ +5.92% (+28.8K) YoY +250.68% (+368.6K)	All Managers (Combined)	$14.4M	1.0% ($14.4M/$1.4B)	QoQ +8.40% (+$1.1M) YoY +21.60% (+$2.6M)
ELI LILLY & Co(LLYcusip532457108)	15.0K	QoQ +0.68% (+102) YoY +8.98% (+1.2K)	All Managers (Combined)	$12.4M	0.9% ($12.4M/$1.4B)	QoQ +7.71% (+$887.0K) YoY +15.70% (+$1.7M)
(IWBcusip464287622)	39.9K	QoQ +0.44% (-175) YoY +0.94% (+374)	All Managers (Combined)	$12.2M	0.9% ($12.2M/$1.4B)	QoQ -4.36% (-$558.3K) YoY +7.50% (+$853.7K)
(cusip37954Y343)✕	225.1K	QoQ +3801.31% (+219.3K) YoY +3865.22% (+219.4K)	All Managers (Combined)	$12.0M	0.9% ($12.0M/$1.4B)	QoQ +4102.70% (+$11.7M) YoY +4277.00% (+$11.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	44.1K	QoQ +2.63% (+1.1K) YoY +8.94% (+3.6K)	All Managers (Combined)	$10.8M	0.8% ($10.8M/$1.4B)	QoQ +5.03% (+$517.7K) YoY +33.42% (+$2.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	19.5K	QoQ +0.31% (+61) YoY +32.55% (+4.8K)	All Managers (Combined)	$10.4M	0.8% ($10.4M/$1.4B)	QoQ +17.86% (+$1.6M) YoY +67.88% (+$4.2M)
(cusip97717W406)✕	88.7K	QoQ +0.32% (+288) YoY +2.01% (+1.8K)	All Managers (Combined)	$9.7M	0.7% ($9.7M/$1.4B)	QoQ +3.41% (+$321.6K) YoY +10.05% (+$890.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	20.2K	QoQ +0.09% (-19) YoY -0.76% (-155)	All Managers (Combined)	$9.0M	0.7% ($9.0M/$1.4B)	QoQ -7.98% (-$783.7K) YoY -2.54% (-$235.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	30.9K	QoQ -8.80% (-3.0K) YoY -10.14% (-3.5K)	All Managers (Combined)	$8.9M	0.6% ($8.9M/$1.4B)	QoQ +8.52% (-$700.4K) YoY +25.85% (-$1.8M)
PROCTER & GAMBLE Co(PGcusip742718109)	47.7K	QoQ +3.28% (+1.5K) YoY +13.12% (+5.5K)	All Managers (Combined)	$8.1M	0.6% ($8.1M/$1.4B)	QoQ +4.98% (+$386.0K) YoY +18.82% (+$1.3M)
(IVVcusip464287200)	14.3K	QoQ +0.33% (-47) YoY -1.36% (-198)	All Managers (Combined)	$8.0M	0.6% ($8.0M/$1.4B)	QoQ -4.23% (-$354.4K) YoY +5.41% (-$411.6K)
Alphabet Inc.(GOOGcusip02079K107)	47.2K	QoQ +2.18% (-1.0K) YoY +26.46% (+9.9K)	All Managers (Combined)	$7.4M	0.5% ($7.4M/$1.4B)	QoQ -16.17% (-$1.4M) YoY +29.76% (+$1.7M)
VISA INC.(Vcusip92826C839)	20.9K	QoQ +2.85% (+580) YoY +12.85% (+2.4K)	All Managers (Combined)	$7.3M	0.5% ($7.3M/$1.4B)	QoQ +14.05% (+$902.1K) YoY +41.72% (+$2.2M)
(cusip46438F101)✕	150.6K	QoQ -38.83% (-95.6K) YoY -37.53% (-90.5K)	All Managers (Combined)	$7.0M	0.5% ($7.0M/$1.4B)	QoQ -46.03% (-$6.0M) YoY -27.75% (-$2.7M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	12.6K	QoQ +3.11% (+381) YoY +12.23% (+1.4K)	All Managers (Combined)	$6.6M	0.5% ($6.6M/$1.4B)	QoQ +6.76% (+$418.3K) YoY +18.82% (+$1.0M)
(cusip46641Q837)✕	127.5K	QoQ -0.80% (-1.0K) YoY +58.78% (+47.2K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.4B)	QoQ -0.29% (-$19.2K) YoY +59.34% (+$2.4M)
(VOOcusip922908363)	12.1K	QoQ +125.11% (+6.7K) YoY +144.10% (+7.1K)	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.4B)	QoQ +114.71% (+$3.3M) YoY +160.99% (+$3.8M)