Jaffetilchin Investment Partners, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$1.5B

Holdings

427

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (427 positions)

#	Stock	Shares	Value	% Portfolio
1	ITOTISHARES CORE S&P TOTAL U S STOCK MARKET ETF	718,201	$97.0M	6.34%
2	AAPLAPPLE INC COM	361,032	$74.1M	4.85%
3	VTIVANGUARD TOTAL STOCK MARKET ETF	233,030	$70.8M	4.63%
4	NVDANVIDIA CORPORATION COM	415,123	$65.6M	4.29%
5	SCHXSCHWAB U S LARGE-CAP ETF	2,558,273	$62.5M	4.09%
6	VVVANGUARD LARGE-CAP ETF	202,141	$57.7M	3.77%
7	MSFTMICROSOFT CORP COM	81,713	$40.6M	2.66%
8	SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	522,108	$39.1M	2.56%
9	NDQINVESCO QQQ TRUST SERIES I	70,854	$39.1M	2.56%
10	SCHBSCHWAB U S BROAD MARKET ETF	1,539,575	$36.7M	2.40%
11	AMZNAMAZON COM INC COM	151,617	$33.3M	2.18%
12	TSLATESLA INC COM	94,549	$30.0M	1.96%
13	DJANFT VEST US EQUITY DEEP BUFFER ETF - JANUARY	728,608	$29.4M	1.92%
14	TFLOISHARES TREASURY FLOATING RATE BOND ETF	531,336	$26.9M	1.76%
15	SHYISHARES 1-3 YEAR TREASURY BOND ETF	304,595	$25.2M	1.65%
16	METAMETA PLATFORMS INC CL A	33,955	$25.1M	1.64%
17	EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND	633,498	$23.8M	1.55%
18	VGSHVANGUARD SHORT-TERM TREASURY ETF	362,471	$21.3M	1.39%
19	PFFISHARES PREFERRED & INCOME SECURITIES ETF	691,210	$21.2M	1.39%
20	BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF	823,523	$19.2M	1.26%
21	GOOGLALPHABET INC CAP STK CL A	108,321	$19.1M	1.25%
22	VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF	406,673	$18.8M	1.23%
23	SCHDSCHWAB US DIVIDEND EQUITY ETF	609,311	$16.1M	1.06%
24	FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF	245,957	$14.7M	0.96%
25	JPMJPMORGAN CHASE & CO COM	46,924	$13.6M	0.89%
26	IWBISHARES RUSSELL 1000 ETF	39,887	$13.5M	0.89%
27	LLYELI LILLY & CO COM	17,335	$13.5M	0.88%
28	MLPAGLOBAL X MLP ETF	222,177	$11.2M	0.73%
29	AIVLWISDOMTREE U S AI ENHANCED VALUE FUND	89,066	$10.1M	0.66%
30	GQ9SPDR GOLD SHARES	31,097	$9.5M	0.62%
31	LMTLOCKHEED MARTIN CORP COM	20,425	$9.5M	0.62%
32	BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW	19,361	$9.4M	0.62%
33	IBITISHARES BITCOIN TRUST ETF	152,227	$9.3M	0.61%
34	IVVISHARES CORE S&P 500 ETF	14,251	$8.8M	0.58%
35	GOOGALPHABET INC CAP STK CL C	46,287	$8.2M	0.54%
36	VVISA INC COM CL A	20,996	$7.5M	0.49%
37	SHOPSHOPIFY INC CL A SUB VTG SHS	61,003	$7.0M	0.46%
38	VOOVANGUARD S&P 500 ETF	12,069	$6.9M	0.45%
39	JPSTJPMORGAN ULTRA-SHORT INCOME ETF	130,010	$6.6M	0.43%
40	AVGOBROADCOM INC COM	23,767	$6.6M	0.43%
41	PGPROCTER AND GAMBLE CO COM	39,290	$6.3M	0.41%
42	MMSCFIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF	296,289	$6.1M	0.40%
43	MAMASTERCARD INCORPORATED CL A	10,741	$6.0M	0.39%
44	CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF	79,390	$6.0M	0.39%
45	AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF	73,419	$6.0M	0.39%
46	JNJJOHNSON & JOHNSON COM	37,598	$5.7M	0.38%
47	PLTRPALANTIR TECHNOLOGIES INC CL A	40,909	$5.6M	0.36%
48	XLEENERGY SELECT SECTOR SPDR FUND	64,085	$5.4M	0.36%
49	TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF	131,414	$5.3M	0.34%
50	WMTWALMART INC COM	52,961	$5.2M	0.34%
51	HDHOME DEPOT INC COM	13,904	$5.1M	0.33%
52	IYWISHARES U S TECHNOLOGY ETF	28,900	$5.0M	0.33%
53	IBMINTERNATIONAL BUSINESS MACHS COM	16,921	$5.0M	0.33%
54	PANWPALO ALTO NETWORKS INC COM	24,052	$4.9M	0.32%
55	AXONAXON ENTERPRISE INC COM	5,938	$4.9M	0.32%
56	RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF	76,570	$4.8M	0.31%
57	BABOEING CO COM	22,757	$4.8M	0.31%
58	XLKTECHNOLOGY SELECT SECTOR SPDR FUND	18,218	$4.6M	0.30%
59	COSTCOSTCO WHSL CORP NEW COM	4,594	$4.5M	0.30%
60	DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	106,336	$4.5M	0.30%
61	AGGISHARES CORE U S AGGREGATE BOND ETF	44,127	$4.4M	0.29%
62	IJHISHARES CORE S&P MID-CAP ETF	69,282	$4.3M	0.28%
63	NEENEXTERA ENERGY INC COM	61,591	$4.3M	0.28%
64	CBLSCLOUGH HEDGED EQUITY ETF	147,916	$4.2M	0.28%
65	MCDMCDONALDS CORP COM	14,485	$4.2M	0.28%
66	ISRGINTUITIVE SURGICAL INC COM NEW	7,661	$4.2M	0.27%
67	GEGE AEROSPACE COM NEW	16,081	$4.1M	0.27%
68	BACBANK AMERICA CORP COM	87,063	$4.1M	0.27%
69	TBILUS TREASURY 3 MONTH BILL ETF	82,310	$4.1M	0.27%
70	SPYSPDR S&P 500 ETF TRUST	6,368	$3.9M	0.26%
71	SKYYFIRST TRUST CLOUD COMPUTING ETF	32,241	$3.9M	0.26%
72	SOXXISHARES SEMICONDUCTOR ETF	15,895	$3.8M	0.25%
73	BXBLACKSTONE INC COM	24,917	$3.7M	0.24%
74	XMESPDR S&P METALS & MINING ETF	54,010	$3.6M	0.24%
75	IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	46,517	$3.6M	0.24%
76	NFLXNETFLIX INC COM	2,640	$3.5M	0.23%
77	XLBMATERIALS SELECT SECTOR SPDR FUND	38,894	$3.4M	0.22%
78	IWMISHARES RUSSELL 2000 ETF	15,692	$3.4M	0.22%
79	QCOMQUALCOMM INC COM	20,410	$3.3M	0.21%
80	4I1PHILIP MORRIS INTL INC COM	17,718	$3.2M	0.21%
81	IJRISHARES CORE S&P SMALL CAP ETF	28,775	$3.1M	0.21%
82	JCIJOHNSON CTLS INTL PLC SHS	29,771	$3.1M	0.21%
83	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	53,824	$3.1M	0.20%
84	RTXRTX CORPORATION COM	20,901	$3.1M	0.20%
85	CATCATERPILLAR INC COM	7,830	$3.0M	0.20%
86	AMLPALERIAN MLP ETF	61,191	$3.0M	0.20%
87	KOCOCA COLA CO COM	42,055	$3.0M	0.19%
88	UNHUNITEDHEALTH GROUP INC COM	9,342	$2.9M	0.19%
89	CSCOCISCO SYS INC COM	41,757	$2.9M	0.19%
90	DISDISNEY WALT CO COM	23,006	$2.9M	0.19%
91	QUALISHARES MSCI USA QUALITY FACTOR ETF	15,482	$2.8M	0.19%
92	TAT&T INC COM	92,712	$2.7M	0.18%
93	XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF	21,151	$2.7M	0.17%
94	ORCLORACLE CORP COM	12,038	$2.6M	0.17%
95	GEVGE VERNOVA INC COM	4,920	$2.6M	0.17%
96	IEMGISHARES CORE MSCI EMERGING MARKETS ETF	41,618	$2.5M	0.16%
97	RSPINVESCO S&P 500 EQUAL WEIGHT ETF	13,741	$2.5M	0.16%
98	LNCLINCOLN NATL CORP IND COM	71,883	$2.5M	0.16%
99	SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF	57,920	$2.5M	0.16%
100	FTCSFIRST TRUST CAPITAL STRENGTH ETF	26,991	$2.5M	0.16%

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