Yoffe Investment Management, LLC Portfolio Holdings

Yoffe Investment Management, LLC

  • $68.1 Billion
  • Q1 2025

Yoffe Investment Management, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $68.1 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $3.21B, International Business Machines Corp with a value of $2.92B, Vanguard Total Stock Market Et with a value of $2.45B, Procter & Gamble CO with a value of $1.71B, and Walmart Inc. with a value of $1.64B.

Examining the 13F form we can see an increase of $755M in the current position value, from $67.3B to 68.1B.

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.

Portfolio value $68.1 Billion
ETFs: $29.1 Billion
Financial Services: $7.97 Billion
Technology: $7.27 Billion
Industrials: $5.95 Billion
Consumer Defensive: $5.26 Billion
Healthcare: $3.31 Billion
Consumer Cyclical: $2.35 Billion
Real Estate: $1.71 Billion
Other: $3.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.2B
$477 Million 0.7% of portfolio
3,251
Q4 2024 Reduced 33.29%
$431B
$477 Million 0.7% of portfolio
4,011
Q1 2025 Added 0.1%
$0
$467 Million 0.69% of portfolio
4,904
Q1 2025 Reduced 0.02%
$0
$471 Million 0.69% of portfolio
13,144
Q4 2024 Reduced 48.61%
$0
$459 Million 0.67% of portfolio
12,330
Q4 2024 Reduced 43.98%
$0
$444 Million 0.65% of portfolio
5,991
Q4 2024 Reduced 43.57%
$157B
$438 Million 0.64% of portfolio
1,405
Q1 2025 Reduced 0.07%
$0
$432 Million 0.63% of portfolio
5,630
Q4 2024 Reduced 48.26%
$94.9B
$431 Million 0.63% of portfolio
2,526
Q4 2024 Reduced 24.73%
$154B
$429 Million 0.63% of portfolio
4,347
Q4 2024 Reduced 33.61%
$0
$428 Million 0.63% of portfolio
3,697
Q1 2025 Reduced 0.03%
$0
$421 Million 0.62% of portfolio
7,799
Q1 2025 Reduced 0.01%
-
$407 Million 0.6% of portfolio
-
Q4 2024 Reduced 45.15%
-
$410 Million 0.6% of portfolio
-
Q4 2024 Reduced 47.84%
$83.4B
$404 Million 0.59% of portfolio
17,788
Q1 2025 Reduced 0.01%
$0
$402 Million 0.59% of portfolio
10,512
Q1 2025 Reduced 0.01%
$16.9B
$375 Million 0.55% of portfolio
7,020
Q4 2024 New
$1.55B
$378 Million 0.55% of portfolio
21,706
Q1 2025 Added 0.05%
$118B
$366 Million 0.54% of portfolio
1,500
Q4 2024 New
$0
$365 Million 0.54% of portfolio
13,227
Q1 2025 Reduced 0.01%
$26.1B
$365 Million 0.54% of portfolio
10,100
Q4 2024 Reduced 5.5%
$0
$360 Million 0.53% of portfolio
8,163
Q4 2024 Reduced 49.76%
$0
$360 Million 0.53% of portfolio
7,089
Q4 2024 Reduced 48.27%
$0
$345 Million 0.51% of portfolio
17,756
Q4 2024 Reduced 49.49%
$0
$346 Million 0.51% of portfolio
13,824
Q4 2024 Reduced 77.17%
$0
$343 Million 0.5% of portfolio
6,656
Q4 2024 Reduced 53.6%
$0
$335 Million 0.49% of portfolio
11,410
Q4 2024 Reduced 50.98%
$0
$333 Million 0.49% of portfolio
16,929
Q1 2025 Reduced 0.01%
$0
$323 Million 0.47% of portfolio
8,764
Q4 2024 Reduced 55.45%
$90.8B
$312 Million 0.46% of portfolio
2,795
Q4 2024 New
$0
$304 Million 0.45% of portfolio
5,423
Q4 2024 Reduced 53.92%
$190B
$308 Million 0.45% of portfolio
2,324
Q1 2025 Added 0.04%
$102B
$294 Million 0.43% of portfolio
4,900
Q4 2024 New
$20.3B
$284 Million 0.42% of portfolio
8,130
Q1 2025 Added 0.1%
$0
$280 Million 0.41% of portfolio
5,149
Q4 2024 Reduced 58.82%
$0
$280 Million 0.41% of portfolio
4,083
Q4 2024 Reduced 57.0%
$69.8B
$277 Million 0.41% of portfolio
4,360
Q4 2024 Reduced 30.22%
Ge Vernova Inc
-
$281 Million 0.41% of portfolio
-
Q4 2024 New
$0
$266 Million 0.39% of portfolio
3,592
Q4 2024 Reduced 55.76%
$194B
$264 Million 0.39% of portfolio
9,340
Q1 2025 Added 0.03%
$0
$250 Million 0.37% of portfolio
4,148
Q4 2024 Reduced 57.97%
$0
$251 Million 0.37% of portfolio
3,068
Q4 2024 Reduced 57.93%
$0
$249 Million 0.37% of portfolio
6,841
Q4 2024 Reduced 57.64%
$0
$250 Million 0.37% of portfolio
5,529
Q4 2024 Reduced 61.2%
$255B
$251 Million 0.37% of portfolio
936
Q1 2025 Reduced 0.11%
$0
$252 Million 0.37% of portfolio
4,327
Q4 2024 Reduced 57.73%
$122B
$237 Million 0.35% of portfolio
3,334
Q4 2024 New
$0
$236 Million 0.35% of portfolio
2,358
Q4 2024 Reduced 57.81%
$25.1B
$237 Million 0.35% of portfolio
128
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $68.1 Billion
  • Prior Value $67.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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