13F Holdings: Jaffetilchin Investment Partners Q3 2022 vs. Q4 2022

Jaffetilchin Investment Partners, LLC recently filed their Q3 2022 and Q4 2022 13F holdings, revealing their latest stock portfolio. The 13F report shows the changes in the number of shares held, the value of those shares, and the percentage change in holdings for each company. Let's take a closer look at some of the findings of the report.

First, it's important to note that Jaffetilchin Investment Partners, LLC decreased their overall holdings by about 3%. They sold out their ITOT stocks, which is the largest position in their Q3 2022 portfolio. In Q4 2022 they also sold out their VGSH stocks which didn't have any value in the Q3 2022.

Their top five stock holdings in Q3 2022 were iShares TR (AAPL), Schwab Strategic TR (SCHX), Vanguard Index FDS (VV), Vanguard Index FDS (VTI), and Invesco QQQ Tr (QQQ). However, in Q4 2022, their top five stock holdings changed to Schwab Strategic TR (SCHX), Vanguard Index FDS (VV), Vanguard Index FDS (VTI), iShares TR (AAPL), and Schwab Strategic TR (SCHB).

Despite selling out their ITOT and VGSH holdings, they actually increased their overall position in the Vanguard Index FDS, between the VTI and VOO funds, by over 50%. Their position in VOO was increased more than double from 6,086 shares in Q3 2022 to 11,406 shares in Q4 2022.

In the Q3 2022 holdings, iShares TR (FLOT) saw a decrease of over 47% as compared to Q4 2021. In the Q4 2022 holdings, First Tr Exchange-Traded FD (FTSM) saw the largest decline of 59.5%. On the other hand, iShares TR (ICSH) saw a massive increase in holdings of 1,402.9% during the same time frame.

JPMorgan Chase & Co. (JPM) saw an increase of over 23% in Jaffetilchin's holdings, while The Procter & Gamble Company (PG) saw an increase of 16.8%. JPMorgan Exchange Traded Fund (JPST) saw the largest decrease in holdings at 49.7%.

It's also worth noting that Jaffetilchin Investment Partners, LLC added some new companies to their portfolio in Q4 2022, such as Lockheed Martin Corp (LMT), NextEra Energy Inc (NEE), and Shopify Inc (SHOP), indicating they are considering some big changes in their investment strategy.

In conclusion, investing is an ever-changing market, and the 13F filings give an insight into the portfolios of investors and their strategy. Jaffetilchin Investment Partners, LLC made some significant changes to their stock holdings during the Q3 2022 and Q4 2022 periods, including a decrease in their overall holdings and a shift in their top five stock holdings. The significant increase in Vanguard Index Fund, between the VTI and VOO funds, and the new stocks added in Q4 2022 indicate that they are considering some big changes in their investment strategy.