Jaffetilchin Investment Partners, LLC Portfolio Holdings

Jaffetilchin Investment Partners, LLC

  • $1.1 Billion
  • Q1 2024

Jaffetilchin Investment Partners, LLC has filed its 13F form on May 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 362 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $78.1M, Vanguard Total Stock Market Et with a value of $53.6M, Apple Inc. with a value of $53.3M, Schwab Strategic Tr Us Large C with a value of $48.9M, and Vanguard Large Cap ETF with a value of $47.3M.

Examining the 13F form we can see an increase of $77M in the current position value, from $1.02B to 1.1B.

Jaffetilchin Investment Partners, LLC is based out at Tampa, FL

Below you can find more details about Jaffetilchin Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.1 Billion
ETFs: $688 Million
Technology: $152 Million
Consumer Cyclical: $54.8 Million
Financial Services: $42.6 Million
Healthcare: $38.2 Million
Communication Services: $38.2 Million
Industrials: $33.7 Million
Consumer Defensive: $23.5 Million
Other: $26.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.1 Million 7.11% of portfolio
677,416
Q1 2024 Added 5.96%
$0
$53.6 Million 4.88% of portfolio
206,173
Q1 2024 Added 5.11%
$3.09T
$53.3 Million 4.85% of portfolio
310,783
Q1 2024 Reduced 2.13%
$0
$48.9 Million 4.45% of portfolio
787,206
Q1 2024 Added 0.26%
$0
$47.3 Million 4.31% of portfolio
197,332
Q1 2024 Added 0.32%
$2.73T
$40.3 Million 3.67% of portfolio
44,603
Q1 2024 Reduced 1.35%
$0
$33 Million 3.0% of portfolio
514,272
Q1 2024 Added 18.55%
$0
$31.4 Million 2.86% of portfolio
515,031
Q1 2024 Added 10.6%
$3.09T
$28.9 Million 2.63% of portfolio
68,766
Q1 2024 Reduced 0.88%
$0
$28.7 Million 2.62% of portfolio
64,729
Q1 2024 Reduced 25.07%
$0
$21.6 Million 1.96% of portfolio
668,653
Q1 2024 Added 170.77%
$0
$21 Million 1.91% of portfolio
709,808
Q1 2024 Added 302.49%
$0
$19.6 Million 1.78% of portfolio
239,598
Q1 2024 Reduced 13.03%
$1.8T
$18.7 Million 1.71% of portfolio
103,893
Q1 2024 Reduced 2.62%
$0
$17.9 Million 1.63% of portfolio
391,898
Q1 2024 Added 18.8%
$562B
$17.8 Million 1.62% of portfolio
101,432
Q1 2024 Added 1.37%
$0
$16.9 Million 1.54% of portfolio
300,570
Q1 2024 Added 9.47%
$0
$15.1 Million 1.37% of portfolio
139,344
Q1 2024 Added 14.09%
$0
$14.7 Million 1.34% of portfolio
254,478
Q1 2024 Added 11.7%
$1.05T
$14.7 Million 1.34% of portfolio
30,350
Q1 2024 Reduced 0.99%
$1.03T
$11.9 Million 1.08% of portfolio
78,788
Q1 2024 Added 0.02%
$0
$11.9 Million 1.08% of portfolio
147,030
Q1 2024 Added 9.93%
$0
$11.4 Million 1.04% of portfolio
39,498
Q1 2024 Added 0.2%
$779B
$10.7 Million 0.97% of portfolio
13,751
Q1 2024 Added 2.83%
$0
$10.3 Million 0.94% of portfolio
172,586
Q1 2024 Added 2.14%
$0
$10 Million 0.91% of portfolio
517,928
Q1 2024 New
$123B
$9.26 Million 0.84% of portfolio
20,365
Q1 2024 Reduced 4.49%
$0
$8.85 Million 0.81% of portfolio
86,942
Q1 2024 Added 0.49%
$594B
$8.1 Million 0.74% of portfolio
40,440
Q1 2024 Added 4.11%
$0
$7.6 Million 0.69% of portfolio
14,458
Q1 2024 Reduced 1.53%
$74.3B
$7.08 Million 0.64% of portfolio
34,425
Q1 2024 Added 293.97%
$0
$6.89 Million 0.63% of portfolio
165,561
Q1 2024 Reduced 30.17%
$390B
$6.84 Million 0.62% of portfolio
42,135
Q1 2024 Added 4.97%
$539B
$6.18 Million 0.56% of portfolio
14,688
Q1 2024 Added 4.07%
$1.06T
$5.68 Million 0.52% of portfolio
37,319
Q1 2024 Added 2.96%
$0
$5.75 Million 0.52% of portfolio
84,723
Q1 2024 Reduced 14.12%
$0
$5.72 Million 0.52% of portfolio
84,901
Q1 2024 Added 446.48%
$463B
$5.55 Million 0.51% of portfolio
11,224
Q1 2024 Added 10.52%
$383B
$5.37 Million 0.49% of portfolio
33,954
Q1 2024 Added 3.48%
$445B
$5.16 Million 0.47% of portfolio
18,505
Q1 2024 Added 4.16%
$0
$5.13 Million 0.47% of portfolio
91,044
Q1 2024 Reduced 55.31%
$70.4B
$4.96 Million 0.45% of portfolio
64,269
Q1 2024 Reduced 1.88%
$106B
$4.81 Million 0.44% of portfolio
24,941
Q1 2024 Reduced 4.01%
$343B
$4.68 Million 0.43% of portfolio
12,210
Q1 2024 Reduced 7.06%
$85.4B
$4.48 Million 0.41% of portfolio
34,089
Q1 2024 Reduced 6.1%
$190B
$4.34 Million 0.4% of portfolio
15,406
Q1 2024 Added 1.28%
$157B
$4.23 Million 0.38% of portfolio
66,114
Q1 2024 Reduced 5.96%
$0
$4.05 Million 0.37% of portfolio
80,318
Q1 2024 Reduced 77.88%
$0
$3.89 Million 0.35% of portfolio
17,205
Q1 2024 Added 191.36%

Summary

  • Portfolio
  • No. of Stocks 362
  • Current Value $1.1 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 54 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 154 stocks
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