Jaffetilchin Investment Partners

TAMPA, FLfiles as Jaffetilchin Investment Partners, LLC

$1.7bn in 461 US stocks at the end of 31 March 2026. The top 10 are 35.8% of the money. It changed about 13.0% of the portfolio this quarter.

Value
$1.7bn
Stocks
461
Top 10 share
35.8%
Turnover
13.0%

What changed this quarter

New

Bought for the first time this quarter.

  • Ishares TREMB
    1.1% of the fund
  • First TR Exchange Traded FDROBT
    0.2% of the fund
  • Franklin Templeton ETF TRTEMD
    <0.1% of the fund
  • First TR Exchange-Traded FDFXN
    <0.1% of the fund
  • Diamondback EnergyFANG
    <0.1% of the fund
  • First TR Exchng Traded FD VIDFEB
    <0.1% of the fund
  • First TR Exchng Traded FD VISFEB
    <0.1% of the fund
  • Franco NevadaFNV
    <0.1% of the fund
  • First TR Exchng Traded FD VIQMFE
    <0.1% of the fund
  • Global X FDSSHLD
    <0.1% of the fund
  • Franklin Templeton ETF TRINCM
    <0.1% of the fund
  • eBayEBAY
    <0.1% of the fund
  • Fidelity Covington TrustFMAT
    <0.1% of the fund
  • Halozyme TherapeuticsHALO
    <0.1% of the fund
  • Ishares TREFA
    <0.1% of the fund
  • Alps ETF TRSBIO
    <0.1% of the fund
  • First TR Exchng Traded FD VIQCJA
    <0.1% of the fund
  • ConocoPhillipsCOP
    <0.1% of the fund
  • Listed FDS TRHLAL
    <0.1% of the fund
  • LindeLIN
    <0.1% of the fund
  • State STR Spdr S&P Midcap 40MDY
    <0.1% of the fund
  • LyondellBasell IndustriesLYB
    <0.1% of the fund
  • Vanguard World FDMGV
    <0.1% of the fund
  • SandiskSNDK
    <0.1% of the fund
  • BPBP
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • First TR Exchng Traded FD VIDJAN
    3.1% of the fund
    +62%
  • Fidelity Merrimack STR TRFBND
    2.3% of the fund
    +18345%
  • MicrosoftMSFT
    1.8% of the fund
    +4%
  • Ishares TRPFF
    1.5% of the fund
    +12%
  • Schwab Strategic TRSCHD
    1.5% of the fund
    +24%
  • Invesco Exch TRD SLF IDX FDBSJQ
    1.4% of the fund
    +13%
  • Vanguard Scottsdale FDSVMBS
    1.3% of the fund
    +8%
  • Vanguard Index FDSVTV
    1.1% of the fund
    +606%
  • Vaneck ETF TrustMORT
    0.9% of the fund
    +6922%
  • Global X FDSMLPA
    0.9% of the fund
    +19%
  • JPMorgan ChaseJPM
    0.9% of the fund
    +7%
  • Lockheed MartinLMT
    0.8% of the fund
    +2%
  • Ssga Active ETF TRTOTL
    0.8% of the fund
    +43%
  • Fidelity Merrimack STR TRFCOR
    0.5% of the fund
    +64%
  • J P Morgan Exchange Traded FJPST
    0.5% of the fund
    +15%
  • IsharesIEMG
    0.5% of the fund
    +182%
  • BroadcomAVGO
    0.5% of the fund
    +12%
  • Ishares TRIEFA
    0.4% of the fund
    +373%
  • CaterpillarCAT
    0.4% of the fund
    +29%
  • VisaV
    0.4% of the fund
    +4%
  • Palantir TechnologiesPLTR
    0.3% of the fund
    +6%
  • First TR Exchange-Traded FDCIBR
    0.3% of the fund
    +9%
  • RBB FDTBIL
    0.3% of the fund
    +7%
  • Amplify ETF TRDIVO
    0.3% of the fund
    +7%
  • Ishares TRIJR
    0.3% of the fund
    +4%

Cut

Sold some of their stake.

  • Ishares TRITOT
    5.7% of the fund
    -9%
  • AppleAAPL
    5.0% of the fund
    -3%
  • Vanguard Index FDSVTI
    3.9% of the fund
    -13%
  • Schwab Strategic TRSCHB
    2.0% of the fund
    -13%
  • Spdr Series TrustSPTM
    1.9% of the fund
    -24%
  • Eli LillyLLY
    1.0% of the fund
    -6%
  • First TR Exchange-Traded FDFTSM
    0.9% of the fund
    -8%
  • AlphabetGOOG
    0.7% of the fund
    -4%
  • Spdr Gold TRGLD
    0.5% of the fund
    -31%
  • Select Sector Spdr TRXLE
    0.5% of the fund
    -4%
  • Ishares TRSHY
    0.4% of the fund
    -73%
  • Vanguard Index FDSVOO
    0.4% of the fund
    -2%
  • First TR Exchng Traded FD VIMMSC
    0.4% of the fund
    -5%
  • NextEra EnergyNEE
    0.3% of the fund
    -3%
  • Spdr Series TrustXME
    0.3% of the fund
    -16%
  • Ishares TRSOXX
    0.3% of the fund
    -4%
  • Home DepotHD
    0.3% of the fund
    -2%
  • McDonald'sMCD
    0.3% of the fund
    -2%
  • Ishares Bitcoin Trust ETFIBIT
    0.2% of the fund
    -31%
  • General ElectricGE
    0.2% of the fund
    -12%
  • First TR Exchange Traded FDAIRR
    0.2% of the fund
    -57%
  • Bank of AmericaBAC
    0.2% of the fund
    -22%
  • Cisco SystemsCSCO
    0.2% of the fund
    -9%
  • First TR Exchange-Traded FDSKYY
    0.2% of the fund
    -7%
  • GE VernovaGEV
    0.2% of the fund
    -11%

Sold out

Sold their entire stake.

Holdings

  • Ishares TRITOT
    Share
    5.7%
    Value
    $96m
    Shares
    671,625

    -9%

  • AppleAAPL
    Share
    5.0%
    Value
    $84m
    Shares
    330,621

    -3%

  • Schwab Strategic TRSCHX
    Share
    3.9%
    Value
    $66m
    Shares
    2,576,470

    Held

  • Vanguard Index FDSVTI
    Share
    3.9%
    Value
    $65m
    Shares
    203,875

    -13%

  • NvidiaNVDA
    Share
    3.8%
    Value
    $64m
    Shares
    366,535

    Held

  • Vanguard Index FDSVV
    Share
    3.6%
    Value
    $61m
    Shares
    204,185

    Held

  • First TR Exchng Traded FD VIDJAN
    Share
    3.1%
    Value
    $51m
    Shares
    1,207,202

    +62%

  • Invesco QQQ TRQQQ
    Share
    2.5%
    Value
    $42m
    Shares
    73,275

    Held

  • Fidelity Merrimack STR TRFBND
    Share
    2.3%
    Value
    $38m
    Shares
    835,374

    +18345%

  • Schwab Strategic TRSCHB
    Share
    2.0%
    Value
    $34m
    Shares
    1,351,921

    -13%

  • TeslaTSLA
    Share
    2.0%
    Value
    $33m
    Shares
    88,179

    Held

  • Spdr Series TrustSPTM
    Share
    1.9%
    Value
    $32m
    Shares
    398,442

    -24%

  • AlphabetGOOGL
    Share
    1.8%
    Value
    $30m
    Shares
    105,686

    Held

  • MicrosoftMSFT
    Share
    1.8%
    Value
    $30m
    Shares
    82,003

    +4%

  • Amazon.comAMZN
    Share
    1.8%
    Value
    $30m
    Shares
    144,873

    Held

  • First TR Exchange-Traded FDEMLP
    Share
    1.7%
    Value
    $28m
    Shares
    637,494

    Held

  • Ishares TRPFF
    Share
    1.5%
    Value
    $26m
    Shares
    855,355

    +12%

  • Schwab Strategic TRSCHD
    Share
    1.5%
    Value
    $25m
    Shares
    810,346

    +24%

  • Invesco Exch TRD SLF IDX FDBSJQ
    Share
    1.4%
    Value
    $24m
    Shares
    1,021,704

    +13%

  • Vanguard Scottsdale FDSVMBS
    Share
    1.3%
    Value
    $22m
    Shares
    477,418

    +8%

  • Meta PlatformsMETA
    Share
    1.1%
    Value
    $19m
    Shares
    33,675

    Held

  • Vanguard Index FDSVTV
    Share
    1.1%
    Value
    $19m
    Shares
    95,838

    +606%

  • Ishares TREMB
    Share
    1.1%
    Value
    $19m
    Shares
    199,452

    New

  • Eli LillyLLY
    Share
    1.0%
    Value
    $16m
    Shares
    17,545

    -6%

  • Vaneck ETF TrustMORT
    Share
    0.9%
    Value
    $15m
    Shares
    1,459,195

    +6922%

  • Global X FDSMLPA
    Share
    0.9%
    Value
    $15m
    Shares
    272,694

    +19%

  • JPMorgan ChaseJPM
    Share
    0.9%
    Value
    $15m
    Shares
    49,723

    +7%

  • First TR Exchange-Traded FDFTSM
    Share
    0.9%
    Value
    $14m
    Shares
    240,449

    -8%

  • Ishares TRIWB
    Share
    0.9%
    Value
    $14m
    Shares
    40,216

    Held

  • Lockheed MartinLMT
    Share
    0.8%
    Value
    $13m
    Shares
    21,121

    +2%

  • Ssga Active ETF TRTOTL
    Share
    0.8%
    Value
    $13m
    Shares
    318,012

    +43%

  • AlphabetGOOG
    Share
    0.7%
    Value
    $12m
    Shares
    41,024

    -4%

  • Wisdomtree TRAIVL
    Share
    0.6%
    Value
    $10m
    Shares
    90,139

    Held

  • Johnson & JohnsonJNJ
    Share
    0.6%
    Value
    $9m
    Shares
    38,788

    Held

  • Ishares TRIVV
    Share
    0.6%
    Value
    $9m
    Shares
    14,219

    Held

  • Fidelity Merrimack STR TRFCOR
    Share
    0.5%
    Value
    $9m
    Shares
    193,421

    +64%

  • Spdr Gold TRGLD
    Share
    0.5%
    Value
    $9m
    Shares
    21,091

    -31%

  • Berkshire HathawayBRK-B
    Share
    0.5%
    Value
    $9m
    Shares
    18,909

    Held

  • J P Morgan Exchange Traded FJPST
    Share
    0.5%
    Value
    $9m
    Shares
    174,308

    +15%

  • IsharesIEMG
    Share
    0.5%
    Value
    $9m
    Shares
    125,776

    +182%

  • BroadcomAVGO
    Share
    0.5%
    Value
    $8m
    Shares
    27,066

    +12%

  • ShopifySHOP
    Share
    0.5%
    Value
    $8m
    Shares
    65,597

    Held

  • Select Sector Spdr TRXLE
    Share
    0.5%
    Value
    $8m
    Shares
    123,814

    -4%

  • Ishares TRSHY
    Share
    0.4%
    Value
    $7m
    Shares
    89,845

    -73%

  • Ishares TRIEFA
    Share
    0.4%
    Value
    $7m
    Shares
    81,506

    +373%

  • CaterpillarCAT
    Share
    0.4%
    Value
    $7m
    Shares
    9,934

    +29%

  • Vanguard Index FDSVOO
    Share
    0.4%
    Value
    $7m
    Shares
    11,463

    -2%

  • First TR Exchng Traded FD VIMMSC
    Share
    0.4%
    Value
    $7m
    Shares
    285,312

    -5%

  • WalmartWMT
    Share
    0.4%
    Value
    $7m
    Shares
    54,328

    Held

  • VisaV
    Share
    0.4%
    Value
    $7m
    Shares
    21,684

    +4%

  • First TR Exchange Traded FDRDVY
    Share
    0.3%
    Value
    $6m
    Shares
    83,285

    Held

  • Palantir TechnologiesPLTR
    Share
    0.3%
    Value
    $6m
    Shares
    37,812

    +6%

  • First TR Exchange-Traded FDCIBR
    Share
    0.3%
    Value
    $5m
    Shares
    85,861

    +9%

  • NextEra EnergyNEE
    Share
    0.3%
    Value
    $5m
    Shares
    57,419

    -3%

  • RBB FDTBIL
    Share
    0.3%
    Value
    $5m
    Shares
    106,883

    +7%

  • MastercardMA
    Share
    0.3%
    Value
    $5m
    Shares
    10,533

    Held

  • Amplify ETF TRDIVO
    Share
    0.3%
    Value
    $5m
    Shares
    116,838

    +7%

  • Ishares TRIYW
    Share
    0.3%
    Value
    $5m
    Shares
    28,755

    Held

  • Procter & GamblePG
    Share
    0.3%
    Value
    $5m
    Shares
    35,831

    Held

  • Spdr Series TrustXME
    Share
    0.3%
    Value
    $5m
    Shares
    44,488

    -16%

  • Costco WholesaleCOST
    Share
    0.3%
    Value
    $5m
    Shares
    4,752

    Held

  • Ishares TRIJH
    Share
    0.3%
    Value
    $5m
    Shares
    69,827

    Held

  • State STR Spdr S&P 500 ETF TSPY
    Share
    0.3%
    Value
    $5m
    Shares
    7,053

    Held

  • Ishares TRSOXX
    Share
    0.3%
    Value
    $5m
    Shares
    13,789

    -4%

  • Select Sector Spdr TRXLK
    Share
    0.3%
    Value
    $5m
    Shares
    34,086

    Held

  • Home DepotHD
    Share
    0.3%
    Value
    $4m
    Shares
    13,348

    -2%

  • Ishares TRIJR
    Share
    0.3%
    Value
    $4m
    Shares
    35,042

    +4%

  • RTXRTX
    Share
    0.3%
    Value
    $4m
    Shares
    22,289

    Held

  • Ishares TRIXUS
    Share
    0.3%
    Value
    $4m
    Shares
    49,514

    Held

  • McDonald'sMCD
    Share
    0.3%
    Value
    $4m
    Shares
    13,644

    -2%

  • Palo Alto NetworksPANW
    Share
    0.2%
    Value
    $4m
    Shares
    25,996

    +14%

  • Ishares Bitcoin Trust ETFIBIT
    Share
    0.2%
    Value
    $4m
    Shares
    107,414

    -31%

  • Select Sector Spdr TRXLB
    Share
    0.2%
    Value
    $4m
    Shares
    81,875

    +3%

  • Spdr Series TrustXOP
    Share
    0.2%
    Value
    $4m
    Shares
    22,320

    Held

  • Ishares TRIWM
    Share
    0.2%
    Value
    $4m
    Shares
    16,097

    Held

  • Ishares TRAGZ
    Share
    0.2%
    Value
    $4m
    Shares
    35,690

    +10%

  • Rocket LabRKLB
    Share
    0.2%
    Value
    $4m
    Shares
    59,115

    +4%

  • Clough Hedged Equity ETF
    Share
    0.2%
    Value
    $4m
    Shares
    131,687

    +7%

  • General ElectricGE
    Share
    0.2%
    Value
    $4m
    Shares
    13,251

    -12%

  • Johnson Controls InternationalJCI
    Share
    0.2%
    Value
    $4m
    Shares
    28,477

    Held

  • BlackstoneBX
    Share
    0.2%
    Value
    $4m
    Shares
    32,343

    +14%

  • Alps ETF TRAMLP
    Share
    0.2%
    Value
    $4m
    Shares
    70,282

    +12%

  • AbbVieABBV
    Share
    0.2%
    Value
    $4m
    Shares
    16,974

    +67%

  • J P Morgan Exchange Traded FJEPI
    Share
    0.2%
    Value
    $4m
    Shares
    62,004

    +4%

  • First TR Exchange Traded FDAIRR
    Share
    0.2%
    Value
    $3m
    Shares
    31,241

    -57%

  • Coca-ColaKO
    Share
    0.2%
    Value
    $3m
    Shares
    45,252

    Held

  • Bank of AmericaBAC
    Share
    0.2%
    Value
    $3m
    Shares
    70,526

    -22%

  • Verizon CommunicationsVZ
    Share
    0.2%
    Value
    $3m
    Shares
    67,168

    +31%

  • Intuitive SurgicalISRG
    Share
    0.2%
    Value
    $3m
    Shares
    7,302

    +2%

  • Invesco Exchange Traded FD TRSP
    Share
    0.2%
    Value
    $3m
    Shares
    17,310

    +6%

  • Cisco SystemsCSCO
    Share
    0.2%
    Value
    $3m
    Shares
    42,721

    -9%

  • First TR Exchange-Traded FDFDL
    Share
    0.2%
    Value
    $3m
    Shares
    64,730

    +70%

  • First TR Exchange-Traded FDSKYY
    Share
    0.2%
    Value
    $3m
    Shares
    30,028

    -7%

  • ExxonMobil HoldingsXOM
    Share
    0.2%
    Value
    $3m
    Shares
    18,690

    +6%

  • GE VernovaGEV
    Share
    0.2%
    Value
    $3m
    Shares
    3,412

    -11%

  • First TR Exchange Traded FDROBT
    Share
    0.2%
    Value
    $3m
    Shares
    62,029

    New

  • APAAPA
    Share
    0.2%
    Value
    $3m
    Shares
    67,376

    +47%

  • Vanguard Scottsdale FDSVGSH
    Share
    0.2%
    Value
    $3m
    Shares
    48,450

    -88%

  • Spdr Series TrustSPSM
    Share
    0.2%
    Value
    $3m
    Shares
    58,634

    Held

  • Ishares TRQUAL
    Share
    0.2%
    Value
    $3m
    Shares
    14,724

    -2%

Showing the largest 100 of 461.

Over time and by industry

Value over time

 
Sep '25
 
Mar '26

Value is up 9.9% since 30 June 2025.

Where the money is

Technology13.5%
Retail & consumer4.7%
Media & telecom4.3%
Industrials4.0%
Financial services3.5%
Health care2.6%
Everyday goods2.0%
Energy0.8%
Utilities0.7%
Materials0.5%
Real estate0.3%
Other63.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.