Jaffetilchin Investment Partners, LLC
CIK: 0001404652SEC EDGAR →
Portfolio Value
$1.7B
Holdings
453
As of
Q4 2025
New Positions
40
Closed Positions
31
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | 738,358 | $109.8M | 6.42% |
| 2 | APPLE INC COM | 340,107 | $92.5M | 5.41% |
| 3 | VANGUARD TOTAL STOCK MARKET ETF | 235,463 | $78.9M | 4.62% |
| 4 | SCHWAB U S LARGE-CAP ETF | 2,570,082 | $69.2M | 4.04% |
| 5 | NVIDIA CORPORATION COM | 368,226 | $68.7M | 4.02% |
| 6 | VANGUARD LARGE-CAP ETF | 203,639 | $64.1M | 3.75% |
| 7 | INVESCO QQQ TRUST SERIES I | 72,775 | $44.7M | 2.61% |
| 8 | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 527,419 | $43.5M | 2.54% |
| 9 | SCHWAB U S BROAD MARKET ETF | 1,546,021 | $40.6M | 2.37% |
| 10 | TESLA INC COM | 88,915 | $40.0M | 2.34% |
Quarterly Changes
Top Buys
New Positions (47)
$2.0M · 17K shares
$1.3M · 55K shares
$873K · 603K shares
$634K · 37K shares
$615K · 22K shares
$613K · 116K shares
$498K · 18K shares
$408K · 5K shares
$397K · 17K shares
$390K · 7K shares
$389K · 6K shares
$368K · 25K shares
$365K · 22K shares
$357K · 14K shares
$338K · 6K shares
$333K · 18K shares
$332K · 20K shares
$323K · 9K shares
$322K · 10K shares
$301K · 12K shares
$300K · 4K shares
$293K · 21K shares
$292K · 433 shares
$265K · 3K shares
$261K · 7K shares
$260K · 13K shares
$257K · 904 shares
$255K · 2K shares
$250K · 8K shares
$242K · 7K shares
$239K · 25K shares
$237K · 10K shares
$231K · 4K shares
$229K · 2K shares
$224K · 4K shares
$222K · 4K shares
$219K · 4K shares
$216K · 5K shares
$212K · 1K shares
$209K · 925 shares
$208K · 5K shares
$204K · 2K shares
$200K · 2K shares
$184K · 17K shares
$183K · 12K shares
$91K · 24K shares
$21K · 10K shares
Closed Positions (30)
$2.2M · 18K shares
$1.6M · 26K shares
$848K · 31K shares
$826K · 80K shares
$723K · 45K shares
$621K · 5K shares
$518K · 17K shares
$517K · 5K shares
$458K · 2K shares
$452K · 19K shares
$365K · 23K shares
$327K · 9K shares
$297K · 25K shares
$291K · 2K shares
$283K · 8K shares
$248K · 7K shares
$245K · 2K shares
$226K · 3K shares
$223K · 905 shares
$220K · 2K shares
$213K · 13K shares
$212K · 5K shares
$212K · 2K shares
$207K · 902 shares
$207K · 795 shares
$207K · 3K shares
$206K · 3K shares
$204K · 8K shares
$203K · 427 shares
$33K · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 250 | $1.0B | 60.0% |
| Technology | 46 | $266.8M | 15.6% |
| Consumer Cyclical | 18 | $89.5M | 5.2% |
| Unknown | 28 | $86.6M | 5.1% |
| Communication Services | 7 | $76.7M | 4.5% |
| Industrials | 26 | $54.1M | 3.2% |
| Healthcare | 19 | $47.3M | 2.8% |
| Consumer Defensive | 13 | $27.8M | 1.6% |
| Utilities | 8 | $12.9M | 0.8% |
| Energy | 21 | $12.4M | 0.7% |
| Real Estate | 9 | $5.5M | 0.3% |
| Basic Materials | 8 | $5.1M | 0.3% |