Jaffetilchin Investment Partners, LLC

Q3 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
436
Total value ($000)
$1,671,035
Net value change ($000)
+142,292 (9.3%)
New positions
40
Sold out positions
31
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 13,897 18.8%
TSLA 10,984 36.6%
ITOT 8,700 9.0%
GOOGL 6,980 36.6%
NVDA 6,955 10.6%
VTI 5,834 8.2%
SCHX 4,990 8.0%
VV 4,708 8.2%
QQQ 3,807 9.7%
SPTM 3,154 8.1%
Top Reduces (Value $000, Stocks/ETFs)
DOW -1,048 -81.9%
AXON -901 -18.3%
TEI -898 -100.0%
KNG -887 -57.7%
ISRG -887 -21.3%
KMI -828 -100.0%
PM -710 -22.0%
IBM -645 -12.9%
FMC -606 -100.0%
META -590 -2.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type