IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Jaffetilchin Investment Partners, LLC

Q2 2025 Holdings

Filed 2025-08-12 | 427 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Materials Select Sector Spdr Fund(XLB)ETF81369Y100$3.4M38,8940.2%
Netflix Inc COM(NFLX)Stock64110L106$3.5M2,6400.2%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$3.6M46,5170.2%
Spdr S&P Metals & Mining ETF(XME)ETF78464A755$3.6M54,0100.2%
Blackstone Inc COM(BX)Stock09260D107$3.7M24,9170.2%
Ishares Semiconductor ETF(SOXX)ETF464287523$3.8M15,8950.2%
First Trust Cloud Computing ETF(SKYY)ETF33734X192$3.9M32,2410.3%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$3.9M6,3680.3%
US Treasury 3 Month Bill ETF(TBIL)ETF74933W452$4.1M82,3100.3%
Bank America Corp COM(BAC)Stock060505104$4.1M87,0630.3%
GE Aerospace COM New(GE)Stock369604301$4.1M16,0810.3%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$4.2M7,6610.3%
Mcdonalds Corp COM(MCD)Stock580135101$4.2M14,4850.3%
Clough Hedged Equity ETFETF53656F649$4.2M147,9160.3%
Nextera Energy Inc COM(NEE)Stock65339F101$4.3M61,5910.3%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$4.3M69,2820.3%
Ishares Core U S Aggregate Bond ETF(AGG)ETF464287226$4.4M44,1270.3%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$4.5M106,3360.3%
Costco Whsl Corp New COM(COST)Stock22160K105$4.5M4,5940.3%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$4.6M18,2180.3%
Boeing Co COM(BA)Stock097023105$4.8M22,7570.3%
First Trust Rising Dividend Achievers ETF(RDVY)ETF33738R506$4.8M76,5700.3%
Axon Enterprise Inc COM(AXON)Stock05464C101$4.9M5,9380.3%
Palo Alto Networks Inc COM(PANW)Stock697435105$4.9M24,0520.3%
International Business Machs COM(IBM)Stock459200101$5.0M16,9210.3%
Ishares U S Technology ETF(IYW)ETF464287721$5.0M28,9000.3%
Home Depot Inc COM(HD)Stock437076102$5.1M13,9040.3%
Walmart Inc COM(WMT)Stock931142103$5.2M52,9610.3%
Spdr Doubleline Total Return Tactical ETF(TOTL)ETF78467V848$5.3M131,4140.3%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$5.4M64,0850.4%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$5.6M40,9090.4%
Johnson & Johnson COM(JNJ)Stock478160104$5.7M37,5980.4%
First Trust RBA American Industrial Renaissance ETF(AIRR)ETF33738R704$6.0M73,4190.4%
First Trust Nasdaq Cybersecurity ETF(CIBR)ETF33734X846$6.0M79,3900.4%
Mastercard Incorporated CL A(MA)Stock57636Q104$6.0M10,7410.4%
First Trust Multi-Manager Small Cap Opportunities ETF(MMSC)ETF33740U794$6.1M296,2890.4%
Procter and Gamble Co COM(PG)Stock742718109$6.3M39,2900.4%
Broadcom Inc COM(AVGO)Stock11135F101$6.6M23,7670.4%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$6.6M130,0100.4%
Vanguard S&P 500 ETF(VOO)ETF922908363$6.9M12,0690.4%
Shopify Inc CL A SUB VTG SHS(SHOP)Stock82509L107$7.0M61,0030.5%
Visa Inc COM CL A(V)Stock92826C839$7.5M20,9960.5%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$8.2M46,2870.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$8.8M14,2510.6%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$9.3M152,2270.6%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$9.4M19,3610.6%
Lockheed Martin Corp COM(LMT)Stock539830109$9.5M20,4250.6%
Spdr Gold Shares(GLD)ETF78463V107$9.5M31,0970.6%
Wisdomtree U S AI Enhanced Value Fund(AIVL)ETF97717W406$10.1M89,0660.7%
Global X MLP ETF(MLPA)ETF37954Y343$11.2M222,1770.7%
PreviousPage 8 of 9Next