Jaffetilchin Investment Partners, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 22 quarters from 2013-06-30 to 2026-03-31, Jaffetilchin Investment Partners, LLC opened 1,462 positions, added to 1,065, reduced 1,102 and sold out of 1,385.
- Q1 2026: Stock MSFT; Country of operation United States; Class Stock; Shares before 78,804.
- Q1 2026: Stock AMZN; Country of operation United States; Class Stock; Shares before 144,445.
- Q1 2026: Stock LMT; Country of operation United States; Class Stock; Shares before 20,704.
- Q1 2026: Stock SHOP; Country of operation —; Class Stock; Shares before 65,304.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1404652), 22 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-16); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-14); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-27); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-01); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-02); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2007-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q1 2026 | MSFT
MICROSOFT CORP COM | United States | Stock | 78,804 | 82,003 | +3,199 | $38,111,268 | $30,355,011 | -$7,756,257 | 2026-05-13 |
|---|
| Q1 2026 | AMZN
AMAZON COM INC COM | United States | Stock | 144,445 | 144,873 | +428 | $33,340,785 | $30,172,638 | -$3,168,147 | 2026-05-13 |
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| Q1 2026 | LMT
LOCKHEED MARTIN CORP COM | United States | Stock | 20,704 | 21,121 | +417 | $10,013,991 | $12,765,148 | +$2,751,157 | 2026-05-13 |
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| Q1 2026 | SHOP
SHOPIFY INC CL A SUB VTG SHS | | Stock | 65,304 | 65,597 | +293 | $10,512,062 | $7,781,173 | -$2,730,889 | 2026-05-13 |
|---|
| Q1 2026 | CAT
CATERPILLAR INC COM | United States | Stock | 7,691 | 9,934 | +2,243 | $4,406,035 | $7,038,127 | +$2,632,092 | 2026-05-13 |
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| Q1 2026 | META
META PLATFORMS INC CL A | United States | Stock | 33,104 | 33,675 | +571 | $21,851,419 | $19,266,401 | -$2,585,018 | 2026-05-13 |
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| Q1 2026 | APA
APA CORPORATION COM | United States | Stock | 45,771 | 67,376 | +21,605 | $1,119,569 | $2,859,446 | +$1,739,877 | 2026-05-13 |
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| Q1 2026 | ABBV
ABBVIE INC COM | United States | Stock | 10,157 | 16,974 | +6,817 | $2,320,883 | $3,691,717 | +$1,370,834 | 2026-05-13 |
|---|
| Q1 2026 | VZ
VERIZON COMMUNICATIONS INC COM | United States | Stock | 51,286 | 67,168 | +15,882 | $2,088,895 | $3,371,852 | +$1,282,957 | 2026-05-13 |
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| Q1 2026 | MU
MICRON TECHNOLOGY INC COM | United States | Stock | 2,420 | 5,682 | +3,262 | $690,711 | $1,919,455 | +$1,228,744 | 2026-05-13 |
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| Q1 2026 | AMD
ADVANCED MICRO DEVICES INC COM | United States | Stock | 7,819 | 13,823 | +6,004 | $1,674,473 | $2,811,971 | +$1,137,498 | 2026-05-13 |
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| Q1 2026 | XOMXXXX
EXXON MOBIL CORP COM | | Stock | 17,679 | 18,690 | +1,011 | $2,127,466 | $3,170,983 | +$1,043,517 | 2026-05-13 |
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| Q1 2026 | LRCX
LAM RESEARCH CORP COM NEW | United States | Stock | 2,246 | 6,512 | +4,266 | $384,522 | $1,391,271 | +$1,006,749 | 2026-05-13 |
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| Q1 2026 | PLTR
PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 35,679 | 37,812 | +2,133 | $6,342,031 | $5,531,212 | -$810,819 | 2026-05-13 |
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| Q1 2026 | V
VISA INC COM CL A | United States | Stock | 20,940 | 21,684 | +744 | $7,343,970 | $6,553,871 | -$790,099 | 2026-05-13 |
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| Q1 2026 | MA
MASTERCARD INCORPORATED CL A | United States | Stock | 10,442 | 10,533 | +91 | $5,960,904 | $5,262,891 | -$698,013 | 2026-05-13 |
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| Q1 2026 | ISRG
INTUITIVE SURGICAL INC COM NEW | United States | Stock | 7,150 | 7,302 | +152 | $4,049,485 | $3,366,158 | -$683,327 | 2026-05-13 |
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| Q1 2026 | CVX
CHEVRON CORPORATION COM | United States | Stock | 10,267 | 10,806 | +539 | $1,564,824 | $2,235,859 | +$671,035 | 2026-05-13 |
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| Q1 2026 | BX
BLACKSTONE INC COM | United States | Stock | 28,397 | 32,343 | +3,946 | $4,377,163 | $3,719,150 | -$658,013 | 2026-05-13 |
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| Q1 2026 | COST
COSTCO WHOLESALE CORPORATION COM | United States | Stock | 4,748 | 4,752 | +4 | $4,094,801 | $4,735,322 | +$640,521 | 2026-05-13 |
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| Q1 2026 | MO
ALTRIA GROUP INC COM | United States | Stock | 18,825 | 24,989 | +6,164 | $1,085,469 | $1,649,046 | +$563,577 | 2026-05-13 |
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| Q1 2026 | GLDI
UBS AG ETRACS GOLD SHARES COVERED CALL ETNS DUE FEBRUARY 2, 2033 | Switzerland | ETF | 2,751 | 5,971 | +3,220 | $477,901 | $991,411 | +$513,510 | 2026-05-13 |
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| Q1 2026 | PFE
PFIZER INC COM | United States | Stock | 50,454 | 61,688 | +11,234 | $1,256,300 | $1,732,208 | +$475,908 | 2026-05-13 |
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| Q1 2026 | BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK | United States | CEF | 13,589 | 35,043 | +21,454 | $357,787 | $830,174 | +$472,387 | 2026-05-13 |
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| Q1 2026 | TJX
TJX COS INC NEW COM | United States | Stock | 4,236 | 6,585 | +2,349 | $650,734 | $1,051,599 | +$400,865 | 2026-05-13 |
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| Q1 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW | | Stock | 18,813 | 18,909 | +96 | $9,456,140 | $9,060,989 | -$395,151 | 2026-05-13 |
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| Q1 2026 | KMI
KINDER MORGAN INC DEL COM | United States | Stock | 18,147 | 25,531 | +7,384 | $498,867 | $856,059 | +$357,192 | 2026-05-13 |
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| Q1 2026 | BTG
B2GOLD CORP COM | | Stock | 54,342 | 132,772 | +78,430 | $245,081 | $601,459 | +$356,378 | 2026-05-13 |
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| Q1 2026 | JCI
JOHNSON CTLS INTL PLC SHS | | Stock | 28,260 | 28,477 | +217 | $3,384,102 | $3,729,126 | +$345,024 | 2026-05-13 |
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| Q1 2026 | JPM
JPMORGAN CHASE & CO COM | United States | Stock | 46,350 | 49,723 | +3,373 | $14,935,048 | $14,626,534 | -$308,514 | 2026-05-13 |
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| Q1 2026 | TGT
TARGET CORP COM | United States | Stock | 10,712 | 11,173 | +461 | $1,047,067 | $1,354,148 | +$307,081 | 2026-05-13 |
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| Q1 2026 | DE
DEERE & CO COM | United States | Stock | 2,976 | 2,998 | +22 | $1,385,312 | $1,688,728 | +$303,416 | 2026-05-13 |
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| Q1 2026 | AGX
ARGAN INC COM | United States | Stock | 804 | 1,019 | +215 | $251,759 | $554,854 | +$303,095 | 2026-05-13 |
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| Q1 2026 | WFC
WELLS FARGO & CO COM | United States | Stock | 23,254 | 23,433 | +179 | $2,167,263 | $1,865,482 | -$301,781 | 2026-05-13 |
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| Q1 2026 | DAL
DELTA AIR LINES INC COM NEW | United States | Stock | 35,225 | 41,124 | +5,899 | $2,444,637 | $2,733,908 | +$289,271 | 2026-05-13 |
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| Q1 2026 | FCX
FREEPORT MCMORAN INC CL B | United States | Stock | 20,116 | 21,992 | +1,876 | $1,021,686 | $1,292,662 | +$270,976 | 2026-05-13 |
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| Q1 2026 | DOW
DOW HLDGS INC COM | United States | Stock | 12,059 | 12,465 | +406 | $281,935 | $519,172 | +$237,237 | 2026-05-13 |
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| Q1 2026 | BA
BOEING CO COM | United States | Stock | 13,734 | 13,863 | +129 | $2,981,913 | $2,759,200 | -$222,713 | 2026-05-13 |
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| Q1 2026 | SLV
ISHARES SILVER TRUST | United States | ETF | 20,305 | 21,964 | +1,659 | $1,308,048 | $1,496,627 | +$188,579 | 2026-05-13 |
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| Q1 2026 | RKLB
ROCKET LAB CORP COM | United States | Stock | 56,954 | 59,115 | +2,161 | $3,973,119 | $3,796,336 | -$176,783 | 2026-05-13 |
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| Q1 2026 | CRWD
CROWDSTRIKE HLDGS INC CL A | United States | Stock | 4,210 | 4,603 | +393 | $1,973,288 | $1,797,163 | -$176,125 | 2026-05-13 |
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| Q1 2026 | MS
MORGAN STANLEY COM NEW | United States | Stock | 1,665 | 2,831 | +1,166 | $295,627 | $465,938 | +$170,311 | 2026-05-13 |
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| Q1 2026 | PUMP
PROPETRO HLDG CORP COM | United States | Stock | 25,200 | 27,200 | +2,000 | $239,652 | $391,952 | +$152,300 | 2026-05-13 |
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| Q1 2026 | AMGN
AMGEN INC COM | United States | Stock | 4,004 | 4,078 | +74 | $1,310,533 | $1,434,709 | +$124,176 | 2026-05-13 |
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| Q1 2026 | LNG
LNG - Cheniere Energy Inc Com | United States | Stock | 1,328 | 1,331 | +3 | $258,146 | $377,700 | +$119,554 | 2026-05-13 |
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| Q1 2026 | PSX
PHILLIPS 66 COM | United States | Stock | 1,864 | 1,966 | +102 | $240,520 | $358,149 | +$117,629 | 2026-05-13 |
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| Q1 2026 | ECOR
ELECTROCORE INC COM NEW | United States | Stock | 52,363 | 58,198 | +5,835 | $234,848 | $350,934 | +$116,086 | 2026-05-13 |
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| Q1 2026 | UAN
CVR PARTNERS LP/CVR NITROGEN COM | United States | Stock | 2,497 | 2,918 | +421 | $255,938 | $369,645 | +$113,707 | 2026-05-13 |
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| Q1 2026 | ET
ENERGY TRANSFER L P COM UT LTD PTN | United States | Stock | 27,980 | 29,332 | +1,352 | $461,396 | $566,108 | +$104,712 | 2026-05-13 |
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| Q1 2026 | WELL
WELLTOWER INC COM | United States | REIT | 1,147 | 1,597 | +450 | $212,843 | $315,645 | +$102,802 | 2026-05-13 |
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| Q1 2026 | GS
GOLDMAN SACHS GROUP INC COM | United States | Stock | 3,094 | 3,105 | +11 | $2,719,751 | $2,626,971 | -$92,780 | 2026-05-13 |
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| Q1 2026 | PTON
PELOTON INTERACTIVE INC CL A COM | United States | Stock | 52,444 | 53,694 | +1,250 | $323,053 | $230,346 | -$92,707 | 2026-05-13 |
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| Q1 2026 | SUN
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | United States | Stock | 5,233 | 5,617 | +384 | $274,249 | $364,943 | +$90,694 | 2026-05-13 |
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| Q1 2026 | URI
UNITED RENTALS INC COM | United States | Stock | 1,045 | 1,049 | +4 | $845,792 | $764,458 | -$81,334 | 2026-05-13 |
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| Q1 2026 | TMO
THERMO FISHER SCIENTIFIC INC COM | United States | Stock | 884 | 888 | +4 | $512,484 | $436,471 | -$76,013 | 2026-05-13 |
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| Q1 2026 | GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | United States | ETF | 2,391 | 2,777 | +386 | $204,120 | $257,400 | +$53,280 | 2026-05-13 |
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| Q1 2026 | ADP
AUTOMATIC DATA PROCESSING INC COM | United States | Stock | 990 | 996 | +6 | $254,630 | $202,384 | -$52,246 | 2026-05-13 |
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| Q1 2026 | KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW | United States | Stock | 4,268 | 5,334 | +1,066 | $323,984 | $376,100 | +$52,116 | 2026-05-13 |
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| Q1 2026 | HAS
HASBRO INC COM | United States | Stock | 3,575 | 3,675 | +100 | $293,150 | $343,948 | +$50,798 | 2026-05-13 |
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| Q1 2026 | IAU
ISHARES GOLD TRUST | United States | ETF | 5,998 | 6,088 | +90 | $486,858 | $536,674 | +$49,816 | 2026-05-13 |
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| Q1 2026 | SBUX
STARBUCKS CORP COM | United States | Stock | 7,715 | 7,756 | +41 | $649,643 | $694,828 | +$45,185 | 2026-05-13 |
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| Q1 2026 | PANW
PALO ALTO NETWORKS INC COM | United States | Stock | 22,833 | 25,996 | +3,163 | $4,205,885 | $4,167,719 | -$38,166 | 2026-05-13 |
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| Q1 2026 | AGI
ALAMOS GOLD INC COM CL A | | Stock | 6,110 | 6,113 | +3 | $235,740 | $271,620 | +$35,880 | 2026-05-13 |
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| Q1 2026 | ENB
ENBRIDGE INC COM | | Stock | 4,757 | 4,770 | +13 | $227,547 | $258,258 | +$30,711 | 2026-05-13 |
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| Q1 2026 | CEG
CONSTELLATION ENERGY CORP COM | United States | Stock | 1,031 | 1,207 | +176 | $364,072 | $336,947 | -$27,125 | 2026-05-13 |
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| Q1 2026 | CMI
CUMMINS INC COM | United States | Stock | 869 | 874 | +5 | $443,784 | $470,051 | +$26,267 | 2026-05-13 |
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| Q1 2026 | THC
TENET HEALTHCARE CORP COM NEW | United States | Stock | 2,622 | 2,643 | +21 | $521,044 | $498,761 | -$22,283 | 2026-05-13 |
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| Q1 2026 | TFC
TRUIST FINL CORP COM | United States | Stock | 7,340 | 7,478 | +138 | $361,209 | $343,779 | -$17,430 | 2026-05-13 |
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| Q1 2026 | WES
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | United States | Stock | 5,440 | 5,552 | +112 | $214,862 | $228,576 | +$13,714 | 2026-05-13 |
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| Q1 2026 | YUM
YUM BRANDS INC COM | United States | Stock | 2,293 | 2,302 | +9 | $346,856 | $357,961 | +$11,105 | 2026-05-13 |
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| Q1 2026 | COR
CENCORA INC COM | United States | Stock | 658 | 675 | +17 | $222,202 | $212,137 | -$10,065 | 2026-05-13 |
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| Q1 2026 | TOL
TOLL BROTHERS INC COM | United States | Stock | 6,562 | 6,571 | +9 | $887,253 | $896,697 | +$9,444 | 2026-05-13 |
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| Q1 2026 | AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | United States | Stock | 8,029 | 8,052 | +23 | $308,955 | $301,452 | -$7,503 | 2026-05-13 |
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| Q1 2026 | C
CITIGROUP INC COM NEW | United States | Stock | 2,128 | 2,176 | +48 | $248,269 | $246,754 | -$1,515 | 2026-05-13 |
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| Q1 2026 | AVGO
BROADCOM INC COM | United States | Stock | 24,202 | 27,066 | +2,864 | $8,376,219 | $8,377,276 | +$1,057 | 2026-05-13 |
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| Q1 2026 | ABT
ABBOTT LABORATORIES COM | United States | Stock | 2,264 | 2,768 | +504 | $283,697 | $284,206 | +$509 | 2026-05-13 |
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| Q1 2026 | ALL
ALLSTATE CORP COM | United States | Stock | 1,480 | 1,484 | +4 | $308,151 | $307,648 | -$503 | 2026-05-13 |
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