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 5 of 21

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BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:71.8K

Value:$3.0M

78464A755

Shares:53.5K

Value:$3.0M

464287804

IJR|464287804

Shares:27.9K

Value:$2.9M

46641Q332

Shares:50.3K

Value:$2.9M

33738R506

Shares:49.1K

Value:$2.9M

DOLLAR GENERAL CORP

DG|256677105

Shares:32.5K

Value:$2.9M

GENERAL ELECTRIC CO

GE|369604301

Shares:14.1K

Value:$2.8M

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:5.3K

Value:$2.8M

Merck & Co., Inc.

MRK|58933Y105

Shares:30.8K

Value:$2.8M

46432F339

QUAL|46432F339

Shares:15.7K

Value:$2.7M

AT&T INC.

T|00206R102

Shares:93.0K

Value:$2.6M

LINCOLN NATIONAL CORP

LNC|534187109

Shares:73.1K

Value:$2.6M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:56.7K

Value:$2.6M

Philip Morris International Inc.

PM|718172109

Shares:15.9K

Value:$2.5M

Duke Energy CORP

DUK|26441C204

Shares:20.2K

Value:$2.5M

032108474

Shares:125.8K

Value:$2.5M

Johnson Controls International plc

JCI|G51502105

Shares:30.1K

Value:$2.4M

PFIZER INC

PFE|717081103

Shares:94.1K

Value:$2.4M

33733E104

Shares:26.5K

Value:$2.4M

78468R853

Shares:58.2K

Value:$2.4M

Instrument	Shares		Other Manager	Value
BANK OF AMERICA CORP /DE/(BACcusip060505104)	71.8K	QoQ +0.93% (-662) YoY +0.18% (+129)	All Managers (Combined)	$3.0M	QoQ -4.16% (-$130.3K) YoY +10.24% (+$278.3K)
(cusip78464A755)✕	53.5K	QoQ NEW(+53.5K) YoY NEW(+53.5K)	All Managers (Combined)	$3.0M	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(IJRcusip464287804)	27.9K	QoQ +12.69% (+3.1K) YoY +13.01% (+3.2K)	All Managers (Combined)	$2.9M	QoQ +2.27% (+$65.0K) YoY +6.93% (+$189.4K)
(cusip46641Q332)✕	50.3K	QoQ -81.15% (-216.8K) YoY -80.21% (-204.1K)	All Managers (Combined)	$2.9M	QoQ -81.28% (-$12.5M) YoY -80.46% (-$11.8M)
(cusip33738R506)✕	49.1K	QoQ -83.44% (-247.5K) YoY -83.66% (-251.5K)	All Managers (Combined)	$2.9M	QoQ -83.61% (-$14.7M) YoY -82.97% (-$14.0M)
DOLLAR GENERAL CORP(DGcusip256677105)	32.5K	QoQ -9.62% (-3.5K) YoY +1564.43% (+30.6K)	All Managers (Combined)	$2.9M	QoQ +4.80% (-$131.2K) YoY +837.87% (+$2.6M)
GENERAL ELECTRIC CO(GEcusip369604301)	14.1K	QoQ +3.39% (+463) YoY +20.76% (+2.4K)	All Managers (Combined)	$2.8M	QoQ +24.07% (+$548.0K) YoY +37.70% (+$773.3K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	5.3K	QoQ +1.66% (-87) YoY -10.09% (-597)	All Managers (Combined)	$2.8M	QoQ -10.03% (-$311.6K) YoY +51.12% (-$945.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	30.8K	QoQ +4.66% (-1.4K) YoY +18.21% (-4.7K)	All Managers (Combined)	$2.8M	QoQ -5.56% (-$162.7K) YoY -19.58% (-$672.4K)
(QUALcusip46432F339)	15.7K	QoQ +1.55% (-241) YoY +3.72% (+564)	All Managers (Combined)	$2.7M	QoQ -2.54% (-$70.1K) YoY +7.85% (+$195.6K)
AT&T INC.(Tcusip00206R102)	93.0K	QoQ +4.64% (+4.1K) YoY +32.47% (+22.8K)	All Managers (Combined)	$2.6M	QoQ +29.97% (+$606.4K) YoY +112.86% (+$1.4M)
LINCOLN NATIONAL CORP(LNCcusip534187109)	73.1K	QoQ -23.66% (-22.7K) YoY +279.79% (+53.9K)	All Managers (Combined)	$2.6M	QoQ -13.55% (-$411.7K) YoY +327.12% (+$2.0M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	56.7K	QoQ +25.82% (+11.6K) YoY +195.00% (+37.5K)	All Managers (Combined)	$2.6M	QoQ +42.72% (+$770.2K) YoY +218.90% (+$1.8M)
Philip Morris International Inc.(PMcusip718172109)	15.9K	QoQ +3.68% (+563) YoY +2.21% (+344)	All Managers (Combined)	$2.5M	QoQ +36.74% (+$676.5K) YoY +77.09% (+$1.1M)
Duke Energy CORP(DUKcusip26441C204)	20.2K	QoQ -0.23% (-48) YoY +12.37% (+2.2K)	All Managers (Combined)	$2.5M	QoQ +12.93% (-$282.3K) YoY +41.72% (+$725.6K)
(cusip032108474)✕	125.8K	QoQ NEW(+125.8K) YoY NEW(+125.8K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
Johnson Controls International plc(JCIcusipG51502105)	30.1K	QoQ -8.18% (-2.7K) YoY NEW(+30.1K)	All Managers (Combined)	$2.4M	QoQ -6.80% (-$176.3K) YoY NEW(+$2.4M)
PFIZER INC(PFEcusip717081103)	94.1K	QoQ -6.59% (-6.6K) YoY +105.42% (+48.3K)	All Managers (Combined)	$2.4M	QoQ -10.78% (-$288.4K) YoY +87.58% (+$1.1M)
(cusip33733E104)✕	26.5K	QoQ +1.69% (+443) YoY -2.11% (-572)	All Managers (Combined)	$2.4M	QoQ +3.81% (+$87.2K) YoY +2.45% (-$56.8K)
(cusip78468R853)✕	58.2K	QoQ +0.36% (-213) YoY NEW(+58.2K)	All Managers (Combined)	$2.4M	QoQ -8.92% (-$232.5K) YoY NEW(+$2.4M)