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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.81%
This Fund
S&P 500
This Quarter Est. Return
+9.49%
1 Year Est. Return
+22.81%
3 Year Est. Return
+78.52%
5 Year Est. Return
+93%
10 Year Est. Return
+323.14%
AUM
$1.67B
AUM Growth
+$142M
Cap. Flow
+$13.4M
Cap. Flow %
0.8%
Top 10 Hldgs %
38.35%
Holding
467
New
40
Increased
189
Reduced
178
Closed
31

Top Buys

Rank Stock Value
1
FCOR icon
Fidelity Corporate Bond ETF
FCOR
+$1.98M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M
3
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.93M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.75M
5
CAVA icon
CAVA Group
CAVA
+$1.56M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$4.59M
2
AAPL icon
Apple
AAPL
+$3.51M
3
DOW icon
Dow Inc
DOW
+$953K
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$903K
5
TEI
Templeton Emerging Markets Income Fund
TEI
+$898K

Sector Composition

Rank Sector Weight
1 Technology 15.81%
2 Consumer Discretionary 5.72%
3 Communication Services 4.32%
4 Financials 4.25%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTM icon
376
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$559M
$274K 0.02%
11,829
+118
+1% +$2.71K
FINX icon
377
Global X FinTech ETF
FINX
$166M
$273K 0.02%
8,159
+1
+0% +$34
IBTL icon
378
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$655M
$271K 0.02%
13,196
+132
+1% +$2.7K
VT icon
379
Vanguard Total World Stock ETF
VT
$81.4B
$271K 0.02%
1,968
-298
-13% -$39.6K
C icon
380
Citigroup
C
$231B
$271K 0.02%
+2,666
New +$253K
AGX icon
381
Argan
AGX
$8.02B
$270K 0.02%
998
+46
+5% +$10.5K
IBTK icon
382
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
$268K 0.02%
13,499
+130
+1% +$2.57K
XBI icon
383
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$268K 0.02%
2,670
-35
-1% -$3.15K
IBTJ icon
384
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$265K 0.02%
12,064
+118
+1% +$2.58K
XLY icon
385
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$265K 0.02%
2,208
+2
+0.1% +$229
MS icon
386
Morgan Stanley
MS
$342B
$263K 0.02%
1,652
– –
STOT icon
387
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$507M
$262K 0.02%
+5,521
New +$261K
BITO icon
388
ProShares Bitcoin Strategy ETF
BITO
$1.43B
$255K 0.02%
12,944
+3,013
+30% +$62.8K
ITA icon
389
iShares US Aerospace & Defense ETF
ITA
$15B
$253K 0.02%
1,211
+99
+9% +$19.5K
CSX icon
390
CSX Corp
CSX
$92.8B
$248K 0.01%
6,994
-9
-0.1% -$307
SUB icon
391
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$247K 0.01%
2,317
– –
FTNT icon
392
Fortinet
FTNT
$118B
$247K 0.01%
2,934
-162
-5% -$14.5K
GDXJ icon
393
VanEck Junior Gold Miners ETF
GDXJ
$8.59B
$245K 0.01%
+2,476
New +$190K
NUE icon
394
Nucor
NUE
$61.7B
$244K 0.01%
1,805
+5
+0.3% +$708
ECOR icon
395
electroCore
ECOR
$84.7M
$241K 0.01%
48,763
+6,980
+17% +$40.7K
PSX icon
396
Phillips 66
PSX
$90B
$241K 0.01%
1,772
-21
-1% -$2.69K
ENB icon
397
Enbridge
ENB
$112B
$240K 0.01%
4,757
+4
+0.1% +$188
IVW icon
398
iShares S&P 500 Growth ETF
IVW
$77.3B
$238K 0.01%
1,973
-102
-5% -$11.7K
VB icon
399
Vanguard Morningstar Small-Cap ETF
VB
$83B
$238K 0.01%
936
-9
-1% -$2.23K
UAMY icon
400
United States Antimony
UAMY
$744M
$233K 0.01%
+37,500
New +$157K
14 15
16
17 18

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Jaffetilchin Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Jaffetilchin Investment Partners held 467 positions worth $1.67B, up 9.3% from $1.53B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Jaffetilchin Investment Partners's Q3 2025 filing shows 40 new, 189 increased, 178 reduced and 31 closed positions. Its largest new stake was VanEck Alternative Asset Manager ETF: 30,681 shares worth $848K. The largest sale was NVIDIA, an estimated $4.59M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Jaffetilchin Investment Partners's largest Q3 2025 buy was VanEck Alternative Asset Manager ETF: 30,681 shares worth $848K.
  • Jaffetilchin Investment Partners added most to Fidelity Corporate Bond ETF in Q3 2025, an estimated $1.98M increase.
  • Jaffetilchin Investment Partners's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $4.59M.
  • Jaffetilchin Investment Partners fully exited Templeton Emerging Markets Income Fund in Q3 2025, selling an estimated $898K.
  • Jaffetilchin Investment Partners's ten largest holdings make up 38% of its $1.67B portfolio in Q3 2025.
  • Jaffetilchin Investment Partners opened 40 new positions and closed 31 in Q3 2025.
  • Jaffetilchin Investment Partners's portfolio value rose 9.3% quarter-over-quarter to $1.67B.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.