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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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