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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.21 Billion 4.71% of portfolio
14,459
Q1 2025 Added 0.01%
$214B
$2.92 Billion 4.28% of portfolio
11,731
Q4 2024 Reduced 10.42%
$0
$2.45 Billion 3.6% of portfolio
8,908
Q4 2024 Reduced 29.41%
$401B
$1.71 Billion 2.51% of portfolio
10,042
Q4 2024 Reduced 10.19%
$257B
$1.64 Billion 2.41% of portfolio
18,684
Q1 2025 Added 0.01%
$135B
$1.62 Billion 2.38% of portfolio
7,667
Q4 2024 Reduced 12.72%
$2.89T
$1.58 Billion 2.32% of portfolio
4,199
Q1 2025 Reduced 0.02%
$0
$1.38 Billion 2.03% of portfolio
5,344
Q1 2025 Reduced 0.02%
$3.25T
$1.38 Billion 2.03% of portfolio
6,211
Q1 2025 Reduced 0.02%
$688B
$1.36 Billion 2.0% of portfolio
5,548
Q1 2025 Added 0.09%
$0
$1.14 Billion 1.68% of portfolio
6,626
Q1 2025 Added 0.06%
$0
$1.09 Billion 1.6% of portfolio
16,934
Q1 2025 Added 0.09%
$549B
$1.08 Billion 1.58% of portfolio
2,056
Q4 2024 Reduced 15.56%
$58.8B
$1.05 Billion 1.55% of portfolio
3,986
Q1 2025 Reduced 0.03%
$548B
$945 Million 1.39% of portfolio
2,696
Q4 2024 Reduced 21.54%
$59.4B
$935 Million 1.37% of portfolio
31,770
Q4 2024 New
$0
$872 Million 1.28% of portfolio
37,008
Q1 2025 Reduced -0.0%
$62.7B
$855 Million 1.26% of portfolio
10,200
Q4 2024 New
$366B
$815 Million 1.2% of portfolio
2,223
Q1 2025 Reduced 0.04%
$0
$784 Million 1.15% of portfolio
9,117
Q4 2024 Reduced 33.56%
$233B
$776 Million 1.14% of portfolio
2,485
Q4 2024 Reduced 19.27%
$244B
$778 Million 1.14% of portfolio
4,900
Q4 2024 New
$172B
$763 Million 1.12% of portfolio
1,395
Q1 2025 Reduced 0.07%
$0
$763 Million 1.12% of portfolio
10,655
Q1 2025 Added 0.05%
$191B
$754 Million 1.11% of portfolio
2,804
Q4 2024 Reduced 27.17%
$0
$745 Million 1.09% of portfolio
8,218
Q1 2025 Added 0.1%
$236B
$738 Million 1.08% of portfolio
11,951
Q1 2025 Added 0.02%
$203B
$738 Million 1.08% of portfolio
3,685
Q4 2024 New
$0
$711 Million 1.05% of portfolio
1,384
Q4 2024 New
$0
$694 Million 1.02% of portfolio
19,330
Q4 2024 Reduced 35.38%
$186B
$671 Million 0.99% of portfolio
14,791
Q1 2025 Added 0.03%
$201B
$663 Million 0.97% of portfolio
7,388
Q1 2025 Added 0.01%
$0
$658 Million 0.97% of portfolio
10,642
Q4 2024 Reduced 34.24%
$687B
$661 Million 0.97% of portfolio
1,241
Q4 2024 New
$0
$649 Million 0.95% of portfolio
9,239
Q1 2025 Added 0.08%
$0
$643 Million 0.94% of portfolio
27,437
Q4 2024 Reduced 34.42%
$0
$622 Million 0.91% of portfolio
26,536
Q1 2025 Reduced -0.0%
$404B
$622 Million 0.91% of portfolio
3,747
Q1 2025 Reduced 0.03%
$0
$603 Million 0.89% of portfolio
5,212
Q4 2024 Reduced 34.6%
$313B
$603 Million 0.89% of portfolio
8,419
Q1 2025 Reduced 0.01%
$0
$573 Million 0.84% of portfolio
9,198
Q1 2025 Reduced 0.01%
$49.1B
$562 Million 0.83% of portfolio
3,383
Q4 2024 New
$137B
$567 Million 0.83% of portfolio
2,400
Q4 2024 New
$0
$539 Million 0.79% of portfolio
13,310
Q4 2024 Reduced 29.78%
Gsk PLC
-
$529 Million 0.78% of portfolio
-
Q4 2024 New
$0
$517 Million 0.76% of portfolio
22,064
Q1 2025 Added 0.56%
$0
$508 Million 0.75% of portfolio
7,007
Q1 2025 Reduced 0.01%
$265B
$497 Million 0.73% of portfolio
2,971
Q4 2024 Reduced 30.99%
$68.6B
$500 Million 0.73% of portfolio
4,496
Q4 2024 New

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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