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.

Portfolio value $68.3 Billion
ETFs: $29.7 Billion
Financial Services: $7.65 Billion
Technology: $7.28 Billion
Industrials: $6.23 Billion
Consumer Defensive: $4.95 Billion
Healthcare: $2.95 Billion
Consumer Cyclical: $2.6 Billion
Real Estate: $2.15 Billion
Other: $2.92 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.47 Billion 5.08% of portfolio
17,935
Q4 2024 New
$0
$2.58 Billion 3.78% of portfolio
12,620
Q4 2024 New
$229B
$2.58 Billion 3.77% of portfolio
13,096
Q4 2024 New
$3.05T
$1.77 Billion 2.59% of portfolio
4,994
Q4 2024 New
$138B
$1.73 Billion 2.54% of portfolio
8,784
Q4 2024 New
$281B
$1.69 Billion 2.47% of portfolio
31,625
Q4 2024 New
$402B
$1.68 Billion 2.46% of portfolio
11,181
Q4 2024 New
$3.81T
$1.56 Billion 2.28% of portfolio
7,248
Q4 2024 New
$0
$1.41 Billion 2.07% of portfolio
8,958
Q4 2024 New
$808B
$1.33 Billion 1.94% of portfolio
6,761
Q4 2024 New
$0
$1.26 Billion 1.84% of portfolio
12,105
Q4 2024 New
$0
$1.07 Billion 1.56% of portfolio
25,447
Q4 2024 New
$493B
$1.04 Billion 1.52% of portfolio
2,435
Q4 2024 New
$69.2B
$1.03 Billion 1.5% of portfolio
31,770
Q4 2024 New
$56.4B
$960 Million 1.41% of portfolio
4,989
Q4 2024 New
$186B
$957 Million 1.4% of portfolio
3,403
Q4 2024 New
$575B
$852 Million 1.25% of portfolio
3,436
Q4 2024 New
$229B
$832 Million 1.22% of portfolio
3,850
Q4 2024 New
$222B
$799 Million 1.17% of portfolio
1,917
Q4 2024 New
$69B
$784 Million 1.15% of portfolio
10,200
Q4 2024 New
$0
$774 Million 1.13% of portfolio
49,754
Q4 2024 New
$0
$752 Million 1.1% of portfolio
16,361
Q4 2024 New
$0
$746 Million 1.09% of portfolio
1,384
Q4 2024 New
$217B
$735 Million 1.08% of portfolio
8,916
Q4 2024 New
$0
$731 Million 1.07% of portfolio
13,963
Q4 2024 New
$226B
$720 Million 1.05% of portfolio
3,078
Q4 2024 New
$256B
$707 Million 1.04% of portfolio
16,473
Q4 2024 New
$0
$692 Million 1.01% of portfolio
13,722
Q4 2024 New
$0
$686 Million 1.0% of portfolio
26,536
Q4 2024 New
$0
$664 Million 0.97% of portfolio
29,914
Q4 2024 New
$0
$623 Million 0.91% of portfolio
41,835
Q4 2024 New
$229B
$615 Million 0.9% of portfolio
3,685
Q4 2024 New
$0
$597 Million 0.87% of portfolio
7,970
Q4 2024 New
$170B
$591 Million 0.87% of portfolio
22,475
Q4 2024 New
$0
$586 Million 0.86% of portfolio
14,168
Q4 2024 New
$0
$590 Million 0.86% of portfolio
16,184
Q4 2024 New
$232B
$590 Million 0.86% of portfolio
4,900
Q4 2024 New
$60.2B
$583 Million 0.85% of portfolio
3,383
Q4 2024 New
$614B
$563 Million 0.82% of portfolio
1,241
Q4 2024 New
$0
$562 Million 0.82% of portfolio
14,644
Q4 2024 New
$153B
$547 Million 0.8% of portfolio
2,400
Q4 2024 New
$405B
$542 Million 0.79% of portfolio
5,157
Q4 2024 New
$297B
$524 Million 0.77% of portfolio
13,219
Q4 2024 New
$0
$527 Million 0.77% of portfolio
18,954
Q4 2024 New
$0
$515 Million 0.75% of portfolio
29,410
Q4 2024 New
$0
$498 Million 0.73% of portfolio
11,488
Q4 2024 New
$199B
$484 Million 0.71% of portfolio
6,548
Q4 2024 New
$0
$468 Million 0.69% of portfolio
6,756
Q4 2024 New
$65B
$465 Million 0.68% of portfolio
4,496
Q4 2024 New

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
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