Yoffe Investment Management, LLC Incresed Positions in Q1 2025

Yoffe Investment Management, LLC

  • $68.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
4
+ 0.03%
$37.81 - $46.49 $151 - $186
14.8K $671M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
7
+ 0.08%
$63.07 - $73.5 $441 - $515
9.24K $649M
T
At&T Inc.

Communication Services
3
+ 0.03%
$21.56 - $28.28 $64.7 - $84.8
9.34K $264M
WRE
Washington Real Estate Investment Trust
10
+ 0.05%
N/A
21.7K $378M
XOM
Exxon Mobil Corp

Energy
4
+ 0.1%
$105.44 - $118.93 $422 - $476
4.01K $477M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.04%
$114.1 - $135.66 $114 - $136
2.32K $308M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.09%
$225.19 - $279.95 $1.13K - $1.4K
5.55K $1.36B
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.02%
$58.74 - $64.87 $117 - $130
12K $738M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
15
+ 0.09%
N/A
16.9K $1.09B
EMB
Ishares Tr

ETFs
8
+ 0.1%
$88.64 - $92.03 $709 - $736
8.22K $745M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
123
+ 0.56%
$23.32 - $23.84 $2.87K - $2.93K
22.1K $517M
KIM
Kimco Realty Corp

Real Estate
14
+ 0.13%
$20.15 - $23.42 $282 - $328
10.9K $231M
DOW
Dow Inc.

Basic Materials
8
+ 0.1%
$34.36 - $41.92 $275 - $335
8.13K $284M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.01%
$84.5 - $105.05 $84.5 - $105
18.7K $1.64B
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.01%
$83.01 - $101.02 $83 - $101
7.39K $663M
VXF
Vanguard Extended Market ETF

ETFs
4
+ 0.06%
$170.36 - $201.04 $681 - $804
6.63K $1.14B
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.01%
$217.89 - $252.64 $218 - $253
14.5K $3.21B
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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