Yoffe Investment Management, LLC Top Holdings and 13F Report (2025) About Yoffe Investment Management, LLCInvestment ActivityYoffe Investment Management, LLC has $68.32 million in total holdings as of December 31, 2024.Yoffe Investment Management, LLC owns shares of 121 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Small-Cap ETF $3,473,880Vanguard Total Stock Market ETF $2,581,763International Business Machines $2,578,831Microsoft $1,770,240Honeywell International $1,731,999 Sector AllocationMap of 500 Largest Holdings ofYoffe Investment Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$3,473,88017,9355.1%ETFVTIVanguard Total Stock Market ETF$2,581,76312,6203.8%ETFIBMInternational Business Machines$2,578,83113,0963.8%Computer and TechnologyMSFTMicrosoft$1,770,2404,9942.6%Computer and TechnologyHONHoneywell International$1,731,9998,7842.5%Multi-Sector ConglomeratesWMTWalmart$1,688,02631,6252.5%Retail/WholesalePGProcter & Gamble$1,683,54611,1812.5%Consumer StaplesAAPLApple$1,555,5417,2482.3%Computer and TechnologyVOVanguard Mid-Cap ETF$1,411,6548,9582.1%ETFJPMJPMorgan Chase & Co.$1,328,6636,7611.9%FinanceVXFVanguard Extended Market ETF$1,258,01312,1051.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,068,41525,4471.6%ETFUNHUnitedHealth Group$1,040,1042,4351.5%MedicalCSXCSX$1,025,21831,7701.5%TransportationTRVTravelers Companies$960,3734,9891.4%FinanceCATCaterpillar$956,6673,4031.4%Industrial ProductsHDHome Depot$864,9682,8011.3%Retail/WholesaleVVisa$852,1243,4361.2%Business ServicesAXPAmerican Express$832,2433,8501.2%FinanceGSThe Goldman Sachs Group$799,3491,9171.2%FinanceBKBank of New York Mellon$783,66610,2001.1%FinanceILFiShares Latin America 40 ETF$773,85449,7541.1%ETFBBCAJPMorgan BetaBuilders Canada ETF$751,76216,3611.1%ETFVOOVanguard S&P 500 ETF$745,9271,3841.1%ETFMRKMerck & Co., Inc.$734,8178,9161.1%MedicalEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$731,00813,9631.1%ETFMCDMcDonald's$720,4513,0781.1%Retail/WholesaleCSCOCisco Systems$707,36116,4731.0%Computer and TechnologyGXCSPDR S&P China ETF$691,80913,7221.0%ETFSCHASchwab US Small-Cap ETF$686,24026,5361.0%ETFSCHCSchwab International Small-Cap Equity ETF$663,61329,9141.0%ETFFLAXFranklin FTSE Asia ex Japan ETF$623,40141,8350.9%ETFGEGeneral Electric$614,6213,6850.9%TransportationVSSVanguard FTSE All-World ex-US Small-Cap ETF$596,6707,9700.9%ETFVZVerizon Communications$591,33222,4750.9%Computer and TechnologyBBEUJPMorgan BetaBuilders Europe ETF$589,79616,1840.9%ETFPMPhilip Morris International$589,7154,9000.9%Consumer StaplesVGKVanguard FTSE Europe ETF$585,98214,1680.9%ETFSPGSimon Property Group$582,5863,3830.9%FinanceBRK.BBerkshire Hathaway$562,5201,2410.8%FinanceIPACiShares Core MSCI Pacific ETF$562,03914,6440.8%ETFUNPUnion Pacific$547,2962,4000.8%TransportationJNJJohnson & Johnson$542,0315,1570.8%MedicalVNQIVanguard Global ex-U.S. Real Estate ETF$526,55518,9540.8%ETFKOCoca-Cola$524,20013,2190.8%Consumer StaplesSPHYSPDR Portfolio High Yield Bond ETF$514,95329,4100.8%ETFVPLVanguard FTSE Pacific ETF$497,82011,4880.7%ETFDISWalt Disney$484,0526,5480.7%Consumer DiscretionaryJNKSPDR Bloomberg High Yield Bond ETF$468,2686,7560.7%FinanceAFLAflac$465,0664,4960.7%FinanceGSKGSK$461,88013,6570.7%MedicalFLCAFranklin FTSE Canada ETF$451,29122,0110.7%ETFBABoeing$447,1023,3560.7%AerospaceXOMExxon Mobil$431,0524,0070.6%Oils/EnergyCVXChevron$430,3694,3050.6%Oils/EnergyEEMAiShares MSCI Emerging Markets Asia ETF$429,25510,6160.6%ManufacturingGMFSPDR S&P Emerging Asia Pacific ETF$427,3016,2520.6%ETFPINInvesco India ETF$422,68431,4430.6%ETFMMM3M$419,6084,8730.6%Multi-Sector ConglomeratesSCJiShares MSCI Japan Small-Cap ETF$411,83510,8810.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$407,29614,0520.6%ETFFXIiShares China Large-Cap ETF$400,10825,5760.6%ETFEMHYiShares J.P. Morgan EM High Yield Bond ETF$399,26524,6520.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$385,27560,5600.6%ETFIPInternational Paper$377,8167,0200.6%Basic MaterialsAMGNAmgen$366,3332,1040.5%MedicalAFKVanEck Africa Index ETF$362,15342,6820.5%ETFESSEssex Property Trust$358,0842,3140.5%FinanceEPPiShares MSCI Pacific ex Japan ETF$357,62116,2480.5%FinanceINTCIntel$356,65924,8550.5%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$352,25525,7310.5%ETFINDAiShares MSCI India ETF$350,37214,3440.5%ETFVEAVanguard FTSE Developed Markets ETF$338,99613,7030.5%ETFFLINFranklin FTSE India ETF$332,15619,6720.5%ETFELMEElme Communities$331,30227,6550.5%FinanceNKENIKE$329,8906,2480.5%Consumer DiscretionaryHYEMVanEck Emerging Markets High Yield Bond ETF$329,61743,6710.5%ETFPPLPPL$327,84610,6880.5%UtilitiesFLJPFranklin FTSE Japan ETF$326,44023,2740.5%ETFDOWDOW$325,95512,0660.5%Basic MaterialsMMCMarsh & McLennan Companies$318,6151,5000.5%FinanceCRMSalesforce$313,1001,8040.5%Computer and TechnologyGE VERNOVA INC$302,9459210.4%COMFLLAFranklin FTSE Latin America ETF$300,04435,1560.4%ETFBBJPJPMorgan BetaBuilders Japan ETF$297,66811,7680.4%ETFPLDPrologis$295,4322,7950.4%FinanceEWJiShares MSCI Japan ETF$273,9699,4960.4%ETFFCNCAFirst Citizens BancShares$270,4671280.4%FinanceRTXRTX$268,8573,0810.4%AerospaceAAXJiShares MSCI All Country Asia ex Japan ETF$259,2718,1190.4%ETFMOAltria Group$256,2214,9000.4%Consumer StaplesKIMKimco Realty$254,30416,1760.4%FinanceBACBank of America$244,9335,5730.4%FinanceVWOVanguard FTSE Emerging Markets ETF$243,49714,2510.4%ETFMCHIiShares MSCI China ETF$241,28212,5030.4%ETFCCitigroup$234,6803,3340.3%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$233,48316,1490.3%ETFEFAiShares MSCI EAFE ETF$231,9717,2920.3%FinanceVMBSVanguard Mortgage-Backed Securities ETF$229,0138,7290.3%ETFEFGiShares MSCI EAFE Growth ETF$228,3255,5890.3%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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