Yoffe Investment Management, LLC Top Holdings and 13F Report (2025) About Yoffe Investment Management, LLCInvestment ActivityYoffe Investment Management, LLC has $68.08 million in total holdings as of March 31, 2025.Yoffe Investment Management, LLC owns shares of 112 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 0.64% of the portfolio was purchased this quarter.About 1.13% of the portfolio was sold this quarter.This quarter, Yoffe Investment Management, LLC has purchased 114 new stocks and bought additional shares in 18 stocks.Yoffe Investment Management, LLC sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Small-Cap ETF $3,206,353International Business Machines $2,917,036Vanguard Total Stock Market ETF $2,448,403Procter & Gamble $1,711,363Walmart $1,640,279 Largest New Holdings this Quarter 055622104 - BP $215,006 Holding00287Y109 - AbbVie $213,291 Holding Largest Purchases this Quarter BP 6,363 shares (about $215.01K)AbbVie 1,018 shares (about $213.29K)SPDR Portfolio High Yield Bond ETF 123 shares (about $2.88K)JPMorgan Chase & Co. 5 shares (about $1.23K)Vanguard Emerging Markets Government Bond ETF 15 shares (about $963.04) Largest Sales this Quarter The Goldman Sachs Group 1 shares (about $546.66)Microsoft 1 shares (about $375.47)Home Depot 1 shares (about $366.65)Amgen 1 shares (about $311.66)Essex Property Trust 1 shares (about $306.69) Sector Allocation Over TimeMap of 500 Largest Holdings ofYoffe Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$3,206,353$222 ▲0.0%14,4594.7%ETFIBMInternational Business Machines$2,917,0360.0%11,7314.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,448,4030.0%8,9083.6%ETFPGProcter & Gamble$1,711,3630.0%10,0422.5%Consumer StaplesWMTWalmart$1,640,279$88 ▲0.0%18,6842.4%Retail/WholesaleHONHoneywell International$1,623,5810.0%7,6672.4%Multi-Sector ConglomeratesMSFTMicrosoft$1,576,584$375 ▼0.0%4,1992.3%Computer and TechnologyVOVanguard Mid-Cap ETF$1,382,206$259 ▼0.0%5,3442.0%ETFAAPLApple$1,379,847$222 ▼0.0%6,2112.0%Computer and TechnologyJPMJPMorgan Chase & Co.$1,360,949$1,227 ▲0.1%5,5482.0%FinanceVXFVanguard Extended Market ETF$1,141,400$689 ▲0.1%6,6261.7%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,087,207$963 ▲0.1%16,9341.6%ETFUNHUnitedHealth Group$1,077,0120.0%2,0561.6%MedicalTRVTravelers Companies$1,054,341$265 ▼0.0%3,9861.5%FinanceVVisa$944,9800.0%2,6961.4%Business ServicesCSXCSX$934,9910.0%31,7701.4%TransportationILFiShares Latin America 40 ETF$871,557$24 ▼0.0%37,0081.3%ETFCATCaterpillar$869,7450.0%2,6371.3%IndustrialsBKBank of New York Mellon$855,4740.0%10,2001.3%FinanceHDHome Depot$815,057$367 ▼0.0%2,2231.2%Retail/WholesaleGXCSPDR S&P China ETF$784,0750.0%9,1171.2%ETFPMPhilip Morris International$777,7770.0%4,9001.1%Consumer StaplesMCDMcDonald's$776,3190.0%2,4851.1%Retail/WholesaleGSThe Goldman Sachs Group$762,593$547 ▼-0.1%1,3951.1%FinanceBBCAJPMorgan BetaBuilders Canada ETF$762,511$358 ▲0.0%10,6551.1%ETFAXPAmerican Express$754,4560.0%2,8041.1%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$744,547$725 ▲0.1%8,2181.1%ETFCSCOCisco Systems$737,553$123 ▲0.0%11,9511.1%Computer and TechnologyGEGeneral Electric$737,5530.0%3,6851.1%TransportationVOOVanguard S&P 500 ETF$711,4560.0%1,3841.0%ETFSCHCSchwab International Small-Cap Equity ETF$693,5750.0%19,3301.0%ETFVZVerizon Communications$670,930$181 ▲0.0%14,7911.0%Computer and TechnologyMRKMerck & Co., Inc.$663,197$90 ▲0.0%7,3881.0%MedicalBRK.BBerkshire Hathaway$660,9320.0%1,2411.0%FinanceBBEUJPMorgan BetaBuilders Europe ETF$658,0130.0%10,6421.0%ETFVGKVanguard FTSE Europe ETF$648,715$492 ▲0.1%9,2391.0%ETFFLAXFranklin FTSE Asia ex Japan ETF$642,5030.0%27,4370.9%ETFSCHASchwab US Small-Cap ETF$621,756$23 ▼0.0%26,5360.9%ETFJNJJohnson & Johnson$621,563$166 ▼0.0%3,7470.9%MedicalKOCoca-Cola$603,007$72 ▼0.0%8,4190.9%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$602,5070.0%5,2120.9%ETFIPACiShares Core MSCI Pacific ETF$572,526$62 ▼0.0%9,1980.8%ETFUNPUnion Pacific$566,9760.0%2,4000.8%TransportationSPGSimon Property Group$561,8490.0%3,3830.8%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$538,5340.0%13,3100.8%ETFGSKGSK$529,0720.0%13,6570.8%MedicalSPHYSPDR Portfolio High Yield Bond ETF$516,751$2,881 ▲0.6%22,0640.8%ETFVPLVanguard FTSE Pacific ETF$507,770$72 ▼0.0%7,0070.7%ETFAFLAflac$499,9100.0%4,4960.7%FinanceCVXChevron$497,1560.0%2,9710.7%EnergyMMM3M$477,4450.0%3,2510.7%Multi-Sector ConglomeratesXOMExxon Mobil$477,037$476 ▲0.1%4,0110.7%EnergyFXIiShares China Large-Cap ETF$471,0860.0%13,1440.7%ETFJNKSPDR Bloomberg High Yield Bond ETF$467,434$95 ▼0.0%4,9040.7%FinanceFLCAFranklin FTSE Canada ETF$458,8640.0%12,3300.7%ETFEEMAiShares MSCI Emerging Markets Asia ETF$443,7530.0%5,9910.7%ManufacturingAMGNAmgen$437,887$312 ▼-0.1%1,4050.6%MedicalSCJiShares MSCI Japan Small-Cap ETF$431,9900.0%5,6300.6%ETFBABoeing$430,8090.0%2,5260.6%AerospaceDISWalt Disney$429,0610.0%4,3470.6%Consumer DiscretionaryGMFSPDR S&P Emerging Asia Pacific ETF$427,681$116 ▼0.0%3,6970.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$420,946$54 ▼0.0%7,7990.6%ETFPINInvesco India ETF$410,2180.0%16,4020.6%ETFAFKVanEck Africa Index ETF$407,1000.0%23,4100.6%ETFINTCIntel$403,977$23 ▼0.0%17,7880.6%Computer and TechnologyEMHYiShares J.P. Morgan EM High Yield Bond ETF$401,893$38 ▼0.0%10,5120.6%ETFESSEssex Property Trust$384,592$307 ▼-0.1%1,2540.6%FinanceELMEElme Communities$377,698$174 ▲0.0%21,7060.6%FinanceIPInternational Paper$374,5170.0%7,0200.6%Basic MaterialsMMCMarsh & McLennan Companies$366,0450.0%1,5000.5%FinancePPLPPL$364,7110.0%10,1000.5%UtilitiesSCHESchwab Emerging Markets Equity ETF$364,689$28 ▼0.0%13,2270.5%ETFVEAVanguard FTSE Developed Markets ETF$360,3340.0%7,0890.5%ETFEPPiShares MSCI Pacific ex Japan ETF$359,9880.0%8,1630.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$346,1530.0%13,8240.5%ETFFLLAFranklin FTSE Latin America ETF$345,0270.0%17,7560.5%ETFINDAiShares MSCI India ETF$342,6510.0%6,6560.5%ETFFLJPFranklin FTSE Japan ETF$335,4540.0%11,4100.5%ETFHYEMVanEck Emerging Markets High Yield Bond ETF$332,665$20 ▼0.0%16,9290.5%ETFFLINFranklin FTSE India ETF$322,8660.0%8,7640.5%ETFPLDPrologis$312,4530.0%2,7950.5%FinanceRTXRTX$307,930$133 ▲0.0%2,3240.5%AerospaceBBJPJPMorgan BetaBuilders Japan ETF$304,3930.0%5,4230.4%ETFMOAltria Group$294,0980.0%4,9000.4%Consumer StaplesDOWDOW$283,931$279 ▲0.1%8,1300.4%Basic MaterialsGE VERNOVA INC$281,1630.0%9210.4%COMMCHIiShares MSCI China ETF$280,1060.0%5,1490.4%ETFEWJiShares MSCI Japan ETF$279,9300.0%4,0830.4%ETFNKENIKE$276,8040.0%4,3600.4%Consumer DiscretionaryAAXJiShares MSCI All Country Asia ex Japan ETF$265,8080.0%3,5920.4%ETFTAT&T$264,151$85 ▲0.0%9,3400.4%Computer and TechnologyIEViShares Europe ETF$251,8310.0%4,3270.4%ETFCRMSalesforce$251,319$269 ▼-0.1%9360.4%Computer and TechnologyEFAiShares MSCI EAFE ETF$250,7480.0%3,0680.4%FinanceVWOVanguard FTSE Emerging Markets ETF$250,2430.0%5,5290.4%ETFIEURiShares Core MSCI Europe ETF$249,5020.0%4,1480.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$249,0810.0%6,8410.4%ETFFCNCAFirst Citizens BancShares$237,3270.0%1280.3%FinanceCCitigroup$236,6810.0%3,3340.3%FinanceEFGiShares MSCI EAFE Growth ETF$235,8000.0%2,3580.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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