Yoffe Investment Management, LLC Reduced Holdings in Q1 2025

Yoffe Investment Management, LLC

  • $68.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1
- 0.02%
$375.39 - $447.2 $375 - $447
4.2K $1.58B
AAPL
Apple Inc.

Technology
-1
- 0.02%
$209.68 - $247.1 $210 - $247
6.21K $1.38B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1
- -0.0%
$23.16 - $27.04 $23.2 - $27
26.5K $622M
CRM
Salesforce, Inc.

Technology
-1
- 0.11%
$268.36 - $359.95 $268 - $360
936 $251M
HD
Home Depot, Inc.

Consumer Cyclical
-1
- 0.04%
$347.25 - $424.87 $347 - $425
2.22K $815M
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.07%
$524.81 - $672.19 $525 - $672
1.4K $763M
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.02%
$251.87 - $277.95 $252 - $278
5.34K $1.38B
UMH
Umh Properties, Inc.

Real Estate
-1
- 0.01%
$17.49 - $19.0 $17.5 - $19
11.6K $217M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1
- 0.02%
$94.86 - $97.12 $94.9 - $97.1
4.9K $467M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
-1
- 0.03%
$110.75 - $120.15 $111 - $120
3.7K $428M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-1
- 0.01%
$19.43 - $19.9 $19.4 - $19.9
16.9K $333M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1
- 0.01%
$69.87 - $75.62 $69.9 - $75.6
7.01K $508M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1
- 0.01%
$59.63 - $64.37 $59.6 - $64.4
9.2K $573M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1
- 0.01%
$25.81 - $28.52 $25.8 - $28.5
13.2K $365M
IEMG
Ishares Inc

ETFs
-1
- 0.01%
N/A
7.8K $421M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1
- 0.01%
$9.19 - $12.93 $9.19 - $12.9
10.9K $122M
ESS
Essex Property Trust, Inc.

Real Estate
-1
- 0.08%
N/A
1.25K $385M
INTC
Intel Corp

Technology
-1
- 0.01%
$19.1 - $27.39 $19.1 - $27.4
17.8K $404M
AMGN
Amgen Inc

Healthcare
-1
- 0.07%
$258.59 - $327.36 $259 - $327
1.41K $438M
KO
Coca Cola CO

Consumer Defensive
-1
- 0.01%
$60.81 - $72.32 $60.8 - $72.3
8.42K $603M
JNJ
Johnson & Johnson

Healthcare
-1
- 0.03%
$142.06 - $167.7 $142 - $168
3.75K $622M
TRV
Travelers Companies, Inc.

Financial Services
-1
- 0.03%
$232.43 - $265.13 $232 - $265
3.99K $1.05B
ILF
Ishares Latin America 40 ETF

ETFs
-1
- -0.0%
$20.87 - $24.43 $20.9 - $24.4
37K $872M
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
Track This Portfolio

Track Yoffe Investment Management, LLC Portfolio

Follow Yoffe Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yoffe Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yoffe Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email