Yoffe Investment Management, LLC Top Holdings and 13F Report (2025) About Yoffe Investment Management, LLCInvestment ActivityYoffe Investment Management, LLC has $73.08 million in total holdings as of June 30, 2025.Yoffe Investment Management, LLC owns shares of 114 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 1.19% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Yoffe Investment Management, LLC has purchased 112 new stocks and bought additional shares in 47 stocks.Yoffe Investment Management, LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings International Business Machines $3,458,071Vanguard Small-Cap ETF $3,426,568Vanguard Total Stock Market ETF $2,707,550Microsoft $2,089,051Walmart $1,827,144 Largest New Holdings this Quarter 464286509 - iShares MSCI Canada ETF $224,948 Holding21037T109 - Constellation Energy $214,958 Holding929042109 - Vornado Realty Trust $202,319 Holding571903202 - Marriott International $202,175 Holding Largest Purchases this Quarter iShares MSCI Canada ETF 4,869 shares (about $224.95K)Constellation Energy 666 shares (about $214.96K)Vornado Realty Trust 5,291 shares (about $202.32K)Marriott International 740 shares (about $202.18K)SPDR Portfolio High Yield Bond ETF 189 shares (about $4.50K) Largest Sales this Quarter Franklin FTSE Latin America ETF 1,058 shares (about $22.97K)Vanguard S&P 500 ETF 18 shares (about $10.23K)Intel 410 shares (about $9.18K)Merck & Co., Inc. 52 shares (about $4.12K) 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 PortfolioSectorIBMInternational Business Machines$3,458,0710.0%11,7314.7%Computer and TechnologyVBVanguard Small-Cap ETF$3,426,5680.0%14,4594.7%ETFVTIVanguard Total Stock Market ETF$2,707,5500.0%8,9083.7%ETFMSFTMicrosoft$2,089,051$497 ▲0.0%4,2002.9%Computer and TechnologyWMTWalmart$1,827,144$196 ▲0.0%18,6862.5%Retail/WholesaleHONHoneywell International$1,785,5940.0%7,6672.4%Multi-Sector ConglomeratesJPMJPMorgan Chase & Co.$1,610,384$2,029 ▲0.1%5,5552.2%FinancePGProcter & Gamble$1,599,8960.0%10,0422.2%Consumer StaplesVOVanguard Mid-Cap ETF$1,495,864$280 ▲0.0%5,3452.0%ETFVXFVanguard Extended Market ETF$1,277,561$578 ▲0.0%6,6291.7%ETFAAPLApple$1,274,532$205 ▲0.0%6,2121.7%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$1,108,130$1,503 ▲0.1%16,9571.5%ETFTRVTravelers Companies$1,066,620$268 ▲0.0%3,9871.5%FinanceCSXCSX$1,036,6550.0%31,7701.4%TransportationCATCaterpillar$1,023,7830.0%2,6371.4%IndustrialsGSThe Goldman Sachs Group$987,984$708 ▲0.1%1,3961.4%FinanceILFiShares Latin America 40 ETF$972,352$2,385 ▲0.2%37,0991.3%ETFVVisa$957,409$355 ▲0.0%2,6971.3%Business ServicesGEGE Aerospace$948,4820.0%3,6851.3%AerospaceBKBank of New York Mellon$929,3220.0%10,2001.3%FinanceAXPAmerican Express$894,4670.0%2,8041.2%FinancePMPhilip Morris International$892,4370.0%4,9001.2%Consumer StaplesBBCAJPMorgan BetaBuilders Canada ETF$860,764$888 ▲0.1%10,6661.2%ETFCSCOCisco Systems$829,476$347 ▲0.0%11,9561.1%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$823,568$298 ▲0.0%19,3371.1%ETFHDHome Depot$815,518$367 ▲0.0%2,2241.1%Retail/WholesaleGXCSPDR S&P China ETF$798,958$788 ▲0.1%9,1261.1%ETFVOOVanguard S&P 500 ETF$776,155$10,228 ▼-1.3%1,3661.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$762,477$1,297 ▲0.2%8,2321.0%ETFMCDMcDonald's$726,1170.0%2,4851.0%Retail/WholesaleVGKVanguard FTSE Europe ETF$718,076$2,015 ▲0.3%9,2651.0%ETFBBEUJPMorgan BetaBuilders Europe ETF$717,9290.0%10,6421.0%ETFFLAXFranklin FTSE Asia ex Japan ETF$713,3680.0%27,4371.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$700,4410.0%5,2121.0%ETFSCHASchwab US Small-Cap ETF$671,380$25 ▲0.0%26,5370.9%ETFUNHUnitedHealth Group$641,650$312 ▲0.0%2,0570.9%MedicalVZVerizon Communications$640,187$173 ▲0.0%14,7950.9%Computer and TechnologyIPACiShares Core MSCI Pacific ETF$633,460$1,580 ▲0.3%9,2210.9%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$614,2700.0%13,3100.8%ETFBRK.BBerkshire Hathaway$602,8410.0%1,2410.8%FinanceKOCocaCola$595,821$212 ▲0.0%8,4220.8%Consumer StaplesMRKMerck & Co., Inc.$580,718$4,116 ▼-0.7%7,3360.8%MedicalVPLVanguard FTSE Pacific ETF$575,884$82 ▲0.0%7,0080.8%ETFJNJJohnson & Johnson$572,502$153 ▲0.0%3,7480.8%MedicalUNPUnion Pacific$552,1920.0%2,4000.8%TransportationSPGSimon Property Group$543,8510.0%3,3830.7%FinanceDISWalt Disney$539,0860.0%4,3470.7%Consumer DiscretionarySPHYSPDR Portfolio High Yield Bond ETF$529,622$4,498 ▲0.9%22,2530.7%ETFBABoeing$529,2730.0%2,5260.7%AerospaceGSKGSK$524,4290.0%13,6570.7%MedicalFLCAFranklin FTSE Canada ETF$514,7930.0%12,3300.7%ETFMMM3M$495,017$152 ▲0.0%3,2520.7%Multi-Sector ConglomeratesEEMAiShares MSCI Emerging Markets Asia ETF$494,5570.0%5,9910.7%ManufacturingGE VERNOVA INC$487,3470.0%9210.7%COMFXIiShares China Large-Cap ETF$484,727$1,544 ▲0.3%13,1860.7%ETFSCJiShares MSCI Japan Small-Cap ETF$477,9310.0%5,6300.7%ETFJNKSPDR Bloomberg High Yield Bond ETF$477,096$97 ▲0.0%4,9050.7%FinanceAFLAflac$474,1480.0%4,4960.6%FinanceAFKVanEck Africa Index ETF$471,9460.0%23,4100.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$468,212$60 ▲0.0%7,8000.6%ETFGMFSPDR S&P Emerging Asia Pacific ETF$467,894$632 ▲0.1%3,7020.6%ETFPINInvesco India ETF$442,0380.0%16,4020.6%ETFXOMExxon Mobil$432,834$431 ▲0.1%4,0150.6%EnergyCVXChevron$425,612$143 ▲0.0%2,9720.6%EnergyEMHYiShares J.P. Morgan EM High Yield Bond ETF$409,672$39 ▲0.0%10,5130.6%ETFVEAVanguard FTSE Developed Markets ETF$404,1440.0%7,0890.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$403,7990.0%13,8240.6%ETFEPPiShares MSCI Pacific ex Japan ETF$403,0070.0%8,1630.6%FinanceSCHESchwab Emerging Markets Equity ETF$398,684$30 ▲0.0%13,2280.5%ETFAMGNAmgen$392,433$279 ▲0.1%1,4060.5%MedicalINTCIntel$389,256$9,184 ▼-2.3%17,3780.5%Computer and TechnologyINDAiShares MSCI India ETF$370,6060.0%6,6560.5%ETFFLJPFranklin FTSE Japan ETF$366,8320.0%11,4100.5%ETFFLLAFranklin FTSE Latin America ETF$362,514$22,969 ▼-6.0%16,6980.5%ETFESSEssex Property Trust$355,525$283 ▲0.1%1,2550.5%FinanceFLINFranklin FTSE India ETF$349,0700.0%8,7640.5%ETFELMEElme Communities$345,290$159 ▲0.0%21,7160.5%FinancePPLPPL$342,2890.0%10,1000.5%UtilitiesRTXRTX$339,658$292 ▲0.1%2,3260.5%AerospaceHYEMVanEck Emerging Markets High Yield Bond ETF$335,543$20 ▲0.0%16,9300.5%ETFBBJPJPMorgan BetaBuilders Japan ETF$335,0330.0%5,4230.5%ETFIPInternational Paper$328,7470.0%7,0200.4%Basic MaterialsMMCMarsh & McLennan Companies$327,9600.0%1,5000.4%FinanceNKENIKE$309,845$142 ▲0.0%4,3620.4%Consumer DiscretionaryEWJiShares MSCI Japan ETF$306,1030.0%4,0830.4%ETFAAXJiShares MSCI All Country Asia ex Japan ETF$296,7710.0%3,5920.4%ETFPLDPrologis$293,8100.0%2,7950.4%FinanceMOAltria Group$287,2870.0%4,9000.4%Consumer StaplesCCitigroup$283,7900.0%3,3340.4%Financial ServicesMCHIiShares MSCI China ETF$283,7100.0%5,1490.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$276,9920.0%6,8410.4%ETFIEURiShares Core MSCI Europe ETF$274,5980.0%4,1480.4%ETFEFAiShares MSCI EAFE ETF$274,2490.0%3,0680.4%FinanceIEViShares Europe ETF$273,6830.0%4,3270.4%ETFVWOVanguard FTSE Emerging Markets ETF$273,4640.0%5,5290.4%ETFTAT&T$270,402$116 ▲0.0%9,3440.4%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$264,0960.0%2,3580.4%ETFBACBank of America$263,7140.0%5,5730.4%FinanceCRMSalesforce$255,374$273 ▲0.1%9370.3%Computer and TechnologyFCNCAFirst Citizens BancShares$250,4280.0%1280.3%FinanceShowing 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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