Latest Jaffetilchin Investment Partners, LLC Stock Portfolio
Jaffetilchin Investment Partners, LLC Performance:
2025 Q3: 5.82%YTD: 8.9%2024: 13.98%
Performance for 2025 Q3 is 5.82%, and YTD is 8.9%, and 2024 is 13.98%.
About Jaffetilchin Investment Partners, LLC and 13F Hedge Fund Stock Holdings
Jaffetilchin Investment Partners, LLC is a hedge fund based in TAMPA, FL. On 14-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, Jaffetilchin Investment Partners, LLC reported an equity portfolio of $1.7 Billions as of 30 Sep, 2025.
The top stock holdings of Jaffetilchin Investment Partners, LLC are IJR, AAPL, VB. The fund has invested 6.3% of it's portfolio in ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF and 5.3% of portfolio in APPLE INC COM.
The fund managers got completely rid off TEMPLETON EMERGING MKTS INCOME COM, KINDER MORGAN INC DEL COM (KMI) and FMC CORP COM NEW (FMC) stocks. They significantly reduced their stock positions in DOW INC COM (DOW), FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (FCVT) and FT VEST U.S. EQUITY QUARTERLY MAX BUFFER ETF (BUFD). Jaffetilchin Investment Partners, LLC opened new stock positions in VANECK ALTERNATIVE ASSET MANAGER ETF (BUZZ), SPROTT SILVER MINERS & PHYSICAL SILVER ETF and US TREASURY 12 MONTH BILL ETF (EERN). The fund showed a lot of confidence in some stocks as they added substantially to CAVA GROUP INC COM, FIDELITY CORPORATE BOND ETF (FBND) and FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL).
The top stock holdings of Jaffetilchin Investment Partners, LLC are IJR, AAPL, VB. The fund has invested 6.3% of it's portfolio in ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF and 5.3% of portfolio in APPLE INC COM.
The fund managers got completely rid off TEMPLETON EMERGING MKTS INCOME COM, KINDER MORGAN INC DEL COM (KMI) and FMC CORP COM NEW (FMC) stocks. They significantly reduced their stock positions in DOW INC COM (DOW), FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (FCVT) and FT VEST U.S. EQUITY QUARTERLY MAX BUFFER ETF (BUFD). Jaffetilchin Investment Partners, LLC opened new stock positions in VANECK ALTERNATIVE ASSET MANAGER ETF (BUZZ), SPROTT SILVER MINERS & PHYSICAL SILVER ETF and US TREASURY 12 MONTH BILL ETF (EERN). The fund showed a lot of confidence in some stocks as they added substantially to CAVA GROUP INC COM, FIDELITY CORPORATE BOND ETF (FBND) and FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL).
Jaffetilchin Investment Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Jaffetilchin Investment Partners, LLC made a return of 5.82% in the last quarter. In trailing 12 months, it's portfolio return was 11.67%.
New Buys
| Ticker | $ Bought |
|---|---|
| vaneck alternative asset manager etf | 847,716 |
| sprott silver miners & physical silver etf | 791,246 |
| barrick mng corp com shs | 779,689 |
| us treasury 12 month bill etf | 691,125 |
| micron technology inc com | 678,458 |
| netapp inc com | 621,349 |
| apa corporation com | 579,572 |
| coreweave inc com cl a | 572,991 |
New stocks bought by Jaffetilchin Investment Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| cava group inc com | 372 |
| b2gold corp com | 339 |
| royce micro-cap tr inc com | 314 |
| royce small cap trust inc com | 289 |
| fidelity corporate bond etf | 237 |
| first trust morningstar dividend leaders index fund | 179 |
| cambria global value etf | 135 |
| ft vest nasdaq-100 buffer etf - june | 100 |
Additions to existing portfolio by Jaffetilchin Investment Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| dow inc com | -79.08 |
| ft vest s&p 500 dividend aristocrats target income etf | -57.87 |
| ft vest u.s. equity quarterly max buffer etf | -43.97 |
| sterling infrastructure inc com | -39.3 |
| lam research corp com new | -35.18 |
| sprott critical materials etf | -34.77 |
| ishares silver trust | -34.37 |
| dutch bros inc cl a | -33.06 |
Jaffetilchin Investment Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| templeton emerging mkts income com | -898,409 |
| myriad genetics inc com | -227,305 |
| prime medicine inc com | -93,228 |
| recursion pharmaceuticals inc cl a | -153,829 |
| kinder morgan inc del com | -828,371 |
| liberty all star equity fd sh ben int | -154,921 |
| kurv yield premium strategy microsoft (msft) etf | -583,087 |
| cerence inc com | -176,694 |
Jaffetilchin Investment Partners, LLC got rid off the above stocks
Sector Distribution
Jaffetilchin Investment Partners, LLC has about 61.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 61.3 |
| Technology | 15.1 |
| Consumer Cyclical | 5.6 |
| Communication Services | 4.6 |
| Financial Services | 3.4 |
| Industrials | 3.3 |
| Healthcare | 2.9 |
| Consumer Defensive | 1.8 |
Market Cap. Distribution
Jaffetilchin Investment Partners, LLC has about 36.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 61.3 |
| MEGA-CAP | 26.9 |
| LARGE-CAP | 9.8 |
Stocks belong to which Index?
About 37% of the stocks held by Jaffetilchin Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 63 |
| S&P 500 | 35.8 |
| RUSSELL 2000 | 1.2 |
Jaffetilchin Investment Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Jaffetilchin Investment Partners, LLC
Jaffetilchin Investment Partners, LLC has 436 stocks in it's portfolio. About 38.3% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Jaffetilchin Investment Partners, LLC last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 5.26 | 345,481 | 87,969,700 | reduced | -4.31 | ||
| AAXJ | ishares preferred & income securities etf | 1.42 | 752,709 | 23,800,700 | added | 8.9 | ||
| AAXJ | ishares agency bond etf | 0.17 | 26,441 | 2,918,330 | added | 25.9 | ||
| AAXJ | ishares u.s. medical devices etf | 0.08 | 21,255 | 1,276,980 | reduced | -3.81 | ||
| AAXJ | ishares 1-5 year investment grade corporate bond etf | 0.07 | 20,960 | 1,111,520 | added | 14.82 | ||
| AAXJ | ishares 3-7 year treasury bond etf | 0.05 | 7,373 | 881,128 | added | 0.55 | ||
| AAXJ | ishares msci eafe growth etf | 0.02 | 3,177 | 361,759 | added | 0.38 | ||
| AAXJ | ishares mbs etf | 0.02 | 3,672 | 349,424 | reduced | -1.29 | ||
| AAXJ | ishares msci acwi ex u.s. etf | 0.02 | 4,843 | 314,816 | unchanged | 0.00 | ||
| AAXJ | ishares u.s. home construction etf | 0.02 | 2,659 | 285,192 | added | 0.11 | ||
| AAXJ | ishares u.s. aerospace & defense etf | 0.01 | 1,211 | 253,496 | added | 8.9 | ||
| AAXJ | ishares short-term national muni bond etf | 0.01 | 2,317 | 247,409 | unchanged | 0.00 | ||
| AB | alliancebernstein hldg l p unit ltd partn | 0.03 | 11,650 | 445,266 | reduced | -25.18 | ||
| ABBV | abbvie inc com | 0.12 | 9,055 | 2,096,490 | reduced | -3.71 | ||
| ABC | cencora inc com | 0.01 | 653 | 204,196 | new | |||
| ABNB | airbnb inc com cl a | 0.13 | 17,754 | 2,155,650 | reduced | -0.56 | ||
| ABT | abbott labs com | 0.02 | 2,257 | 302,319 | added | 3.11 | ||
| ACES | alerian mlp etf | 0.17 | 61,434 | 2,883,090 | added | 0.4 | ||
| ACN | accenture plc ireland shs class a | 0.01 | 843 | 207,927 | new | |||
| ACSI | sp funds s&p 500 sharia industry exclusions etf | 0.04 | 13,204 | 652,408 | added | 4.12 | ||