Yoffe Investment Management, LLC Incresed Positions in Q2 2025

Yoffe Investment Management, LLC

  • $73.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1
+ 0.02%
$354.56 - $497.45 $355 - $497
4.2K $2.09B
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.13%
$210.28 - $289.91 $1.47K - $2.03K
5.56K $1.61B
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.07%
$462.22 - $707.75 $462 - $708
1.4K $988M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.01%
$81.79 - $99.98 $164 - $200
18.7K $1.83B
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.05%
$150.43 - $192.71 $451 - $578
6.63K $1.28B
SCHC
Schwab Strategic Tr Intl Small

ETFs
7
+ 0.04%
$32.41 - $42.59 $227 - $298
19.3K $824M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.02%
$228.54 - $279.83 $229 - $280
5.35K $1.5B
ILF
Ishares Latin America 40 ETF

ETFs
91
+ 0.25%
$21.35 - $26.21 $1.94K - $2.39K
37.1K $972M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
11
+ 0.1%
$65.42 - $80.7 $720 - $888
10.7K $861M
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.04%
$53.19 - $69.38 $266 - $347
12K $829M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 0.01%
$65.04 - $82.18 $65 - $82.2
7.01K $576M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
23
+ 0.25%
$55.73 - $68.72 $1.28K - $1.58K
9.22K $633M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.0%
$20.42 - $25.3 $20.4 - $25.3
26.5K $671M
IEMG
Ishares Inc

ETFs
1
+ 0.01%
N/A
7.8K $468M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
5
+ 0.14%
$101.11 - $126.55 $506 - $633
3.7K $468M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1
+ 0.01%
$24.38 - $30.18 $24.4 - $30.2
13.2K $399M
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.05%
$53.27 - $72.04 $107 - $144
4.36K $310M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.09%
$113.75 - $148.48 $228 - $297
2.33K $340M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
23
+ 0.14%
N/A
17K $1.11B
EMB
Ishares Tr

ETFs
14
+ 0.17%
$86.54 - $92.62 $1.21K - $1.3K
8.23K $762M
MMM
3 M CO

Industrials
1
+ 0.03%
$126.09 - $154.15 $126 - $154
3.25K $495M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
9
+ 0.1%
$71.89 - $88.34 $647 - $795
9.13K $799M
FXI
Ishares Tr

ETFs
42
+ 0.32%
$29.59 - $37.41 $1.24K - $1.57K
13.2K $485M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
189
+ 0.86%
$22.4 - $23.8 $4.23K - $4.5K
22.3K $530M
V
Visa Inc.

Financial Services
1
+ 0.04%
$308.27 - $373.31 $308 - $373
2.7K $957M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.03%
$233.83 - $276.34 $234 - $276
3.99K $1.07B
JNK
Spdr Bloomberg High Yield Bond

ETFs
1
+ 0.02%
$91.23 - $97.27 $91.2 - $97.3
4.91K $477M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
1
+ 0.01%
$36.2 - $38.97 $36.2 - $39
10.5K $410M
T
At&T Inc.

Communication Services
4
+ 0.04%
$26.33 - $28.94 $105 - $116
9.34K $270M
CRM
Salesforce, Inc.

Technology
1
+ 0.11%
$236.26 - $291.15 $236 - $291
937 $255M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1
+ 0.01%
$10.59 - $11.48 $10.6 - $11.5
10.9K $125M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
1
+ 0.01%
$18.65 - $19.82 $18.7 - $19.8
16.9K $336M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.04%
$335.24 - $380.78 $335 - $381
2.22K $816M
KIM
Kimco Realty Corp

Real Estate
15
+ 0.14%
$18.7 - $21.69 $281 - $325
10.9K $229M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.04%
$68.37 - $73.9 $205 - $222
8.42K $596M
UMH
Umh Properties, Inc.

Real Estate
1
+ 0.01%
$16.36 - $18.82 $16.4 - $18.8
11.6K $195M
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.08%
N/A
1.26K $356M
VZ
Verizon Communications Inc

Communication Services
4
+ 0.03%
$41.67 - $45.62 $167 - $182
14.8K $640M
WRE
Washington Real Estate Investment Trust
10
+ 0.05%
N/A
21.7K $345M
XOM
Exxon Mobil Corp

Energy
4
+ 0.1%
$99.93 - $119.04 $400 - $476
4.02K $433M
AMGN
Amgen Inc

Healthcare
1
+ 0.07%
$262.28 - $309.85 $262 - $310
1.41K $392M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$146.36 - $159.82 $146 - $160
3.75K $573M
DOW
Dow Inc.

Basic Materials
11
+ 0.14%
$25.81 - $34.89 $284 - $384
8.14K $216M
CVX
Chevron Corp

Energy
1
+ 0.03%
$133.73 - $168.51 $134 - $169
2.97K $426M
AAPL
Apple Inc.

Technology
1
+ 0.02%
$172.42 - $223.89 $172 - $224
6.21K $1.27B
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.05%
$274.35 - $599.47 $274 - $599
2.06K $642M
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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