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 • $1,377,697.26K total value

403 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 4 of 21

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53656F649

Shares:144.9K

Value:$3.8M

78467V848

Shares:93.2K

Value:$3.8M

81369Y803

XLK|81369Y803

Shares:17.8K

Value:$3.7M

Broadcom Inc.

AVGO|11135F101

Shares:21.8K

Value:$3.6M

Blackstone Inc.

BX|09260D107

Shares:25.6K

Value:$3.6M

CATERPILLAR INC

CAT|149123101

Shares:10.7K

Value:$3.5M

Walmart Inc.

WMT|931142103

Shares:39.9K

Value:$3.5M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.1K

Value:$3.4M

81369Y100

XLB|81369Y100

Shares:38.5K

Value:$3.3M

33734X192

Shares:32.2K

Value:$3.3M

QUALCOMM INC/DE

QCOM|747525103

Shares:21.3K

Value:$3.3M

Walt Disney Co

DIS|254687106

Shares:32.8K

Value:$3.2M

78468R556

Shares:24.2K

Value:$3.2M

UNION PACIFIC CORP

UNP|907818108

Shares:13.4K

Value:$3.2M

46432F834

IXUS|46432F834

Shares:45.1K

Value:$3.1M

00162Q452

Shares:59.6K

Value:$3.1M

464287655

IWM|464287655

Shares:15.4K

Value:$3.1M

464287523

Shares:16.2K

Value:$3.1M

COCA COLA CO

KO|191216100

Shares:42.6K

Value:$3.1M

Palantir Technologies Inc.

PLTR|69608A108

Shares:35.7K

Value:$3.0M

Instrument	Shares		Other Manager	Value
(cusip53656F649)✕	144.9K	QoQ +3.15% (+4.4K) YoY +11.94% (+15.5K)	All Managers (Combined)	$3.8M	QoQ +2.89% (+$106.6K) YoY +27.58% (+$818.7K)
(cusip78467V848)✕	93.2K	QoQ +15.56% (+12.5K) YoY +197.13% (+61.8K)	All Managers (Combined)	$3.8M	QoQ +18.20% (+$578.1K) YoY +198.92% (+$2.5M)
(XLKcusip81369Y803)	17.8K	QoQ +0.18% (-33) YoY -0.40% (-72)	All Managers (Combined)	$3.7M	QoQ -11.03% (-$454.8K) YoY -1.26% (-$47.0K)
Broadcom Inc.(AVGOcusip11135F101)	21.8K	QoQ +8.18% (-1.6K) YoY +1131.01% (+20.0K)	All Managers (Combined)	$3.6M	QoQ -21.87% (-$1.0M) YoY +55.52% (+$1.3M)
Blackstone Inc.(BXcusip09260D107)	25.6K	QoQ -19.46% (-6.2K) YoY -24.93% (-8.5K)	All Managers (Combined)	$3.6M	QoQ -34.70% (-$1.9M) YoY -20.12% (-$901.4K)
CATERPILLAR INC(CATcusip149123101)	10.7K	QoQ +5.76% (-584) YoY +24.51% (+2.1K)	All Managers (Combined)	$3.5M	QoQ -3.83% (-$141.1K) YoY +12.07% (+$380.7K)
Walmart Inc.(WMTcusip931142103)	39.9K	QoQ +14.78% (+5.1K) YoY +25.26% (+8.1K)	All Managers (Combined)	$3.5M	QoQ +11.53% (+$362.3K) YoY +82.77% (+$1.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.1K	QoQ +2.62% (-157) YoY +22.20% (+1.1K)	All Managers (Combined)	$3.4M	QoQ -2.05% (-$72.1K) YoY +30.67% (+$806.5K)
(XLBcusip81369Y100)	38.5K	QoQ NEW(+38.5K) YoY NEW(+38.5K)	All Managers (Combined)	$3.3M	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
(cusip33734X192)✕	32.2K	QoQ -2.88% (-958) YoY +3.62% (+1.1K)	All Managers (Combined)	$3.3M	QoQ -16.65% (-$658.2K) YoY +10.81% (+$321.3K)
QUALCOMM INC/DE(QCOMcusip747525103)	21.3K	QoQ -0.57% (-123) YoY +91.03% (+10.1K)	All Managers (Combined)	$3.3M	QoQ -0.58% (-$19.1K) YoY +73.32% (+$1.4M)
Walt Disney Co(DIScusip254687106)	32.8K	QoQ -4.84% (-1.7K) YoY +82.87% (+14.8K)	All Managers (Combined)	$3.2M	QoQ -15.65% (-$600.2K) YoY +47.51% (+$1.0M)
(cusip78468R556)✕	24.2K	QoQ NEW(+24.2K) YoY NEW(+24.2K)	All Managers (Combined)	$3.2M	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
UNION PACIFIC CORP(UNPcusip907818108)	13.4K	QoQ +3.34% (+435) YoY +28.26% (+3.0K)	All Managers (Combined)	$3.2M	QoQ +7.06% (+$209.5K) YoY +23.21% (+$598.1K)
(IXUScusip46432F834)	45.1K	QoQ -47.55% (-40.9K) YoY -46.76% (-39.6K)	All Managers (Combined)	$3.1M	QoQ -44.64% (-$2.5M) YoY -45.23% (-$2.6M)
(cusip00162Q452)✕	59.6K	QoQ -8.40% (-5.5K) YoY -5.25% (-3.3K)	All Managers (Combined)	$3.1M	QoQ -1.22% (-$38.3K) YoY +3.68% (-$110.1K)
(IWMcusip464287655)	15.4K	QoQ +7.32% (-1.1K) YoY +500.77% (+12.8K)	All Managers (Combined)	$3.1M	QoQ -3.10% (-$98.4K) YoY +469.87% (+$2.5M)
(cusip464287523)✕	16.2K	QoQ -2.12% (-352) YoY -5.63% (-970)	All Managers (Combined)	$3.1M	QoQ -14.53% (-$519.4K) YoY -21.40% (-$832.0K)
COCA COLA CO(KOcusip191216100)	42.6K	QoQ +1.35% (+571) YoY +4.43% (+1.8K)	All Managers (Combined)	$3.1M	QoQ +16.59% (+$434.3K) YoY +22.26% (+$555.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	35.7K	QoQ +2.02% (+708) YoY +91.74% (+17.1K)	All Managers (Combined)	$3.0M	QoQ +13.85% (+$366.5K) YoY +603.33% (+$2.6M)