Yoffe Investment Management, LLC Portfolio Holdings
Yoffe Investment Management, LLC
- $68.3 Billion
- Q4 2024
Yoffe Investment Management, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $68.3 Billion distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $3.47B, Vanguard Total Stock Market Et with a value of $2.58B, International Business Machines Corp with a value of $2.58B, Microsoft Corp with a value of $1.77B, and Honeywell International Inc with a value of $1.73B.
Examining the 13F form we can see an increase of $68.3B in the current position value.
Yoffe Investment Management, LLC is based out at Lemoyne, PA
Below you can find more details about Yoffe Investment Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 121
- Current Value $68.3 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 121 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks