Yoffe Investment Management, LLC New Holdings in Q4 2024

Yoffe Investment Management, LLC

  • $68.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
17.9K
New
$233.76 - $261.58 $4.19M - $4.69M
17.9K $3.47B
VTI
Vanguard Total Stock Market Et

ETFs
12.6K
New
$280.04 - $302.45 $3.53M - $3.82M
12.6K $2.58B
IBM
International Business Machines Corp

Technology
13.1K
New
$204.9 - $238.04 $2.68M - $3.12M
13.1K $2.58B
MSFT
Microsoft Corp

Technology
4.99K
New
$406.35 - $454.46 $2.03M - $2.27M
4.99K $1.77B
HON
Honeywell International Inc

Industrials
8.78K
New
$202.84 - $236.0 $1.78M - $2.07M
8.78K $1.73B
WMT
Walmart Inc.

Consumer Defensive
31.6K
New
$79.1 - $95.7 $2.5M - $3.03M
31.6K $1.69B
PG
Procter & Gamble CO

Consumer Defensive
11.2K
New
$161.05 - $179.7 $1.8M - $2.01M
11.2K $1.68B
AAPL
Apple Inc.

Technology
7.25K
New
$221.69 - $259.02 $1.61M - $1.88M
7.25K $1.56B
VO
Vanguard Mid Cap ETF

ETFs
8.96K
New
$261.5 - $284.63 $2.34M - $2.55M
8.96K $1.41B
JPM
Jpmorgan Chase & CO

Financial Services
6.76K
New
$205.18 - $250.29 $1.39M - $1.69M
6.76K $1.33B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
25.4K
New
N/A
25.4K $1.07B
UNH
Unitedhealth Group Inc

Healthcare
2.44K
New
$485.52 - $625.25 $1.18M - $1.52M
2.44K $1.04B
CSX
Csx Corp

Industrials
31.8K
New
$31.58 - $36.88 $1M - $1.17M
31.8K $1.03B
TRV
Travelers Companies, Inc.

Financial Services
4.99K
New
$225.97 - $266.66 $1.13M - $1.33M
4.99K $960M
CAT
Caterpillar Inc

Industrials
3.4K
New
$360.37 - $416.88 $1.23M - $1.42M
3.4K $957M
HD
Home Depot, Inc.

Consumer Cyclical
2.8K
New
$385.02 - $431.37 $1.08M - $1.21M
2.8K $865M
V
Visa Inc.

Financial Services
3.44K
New
$273.87 - $320.91 $941K - $1.1M
3.44K $852M
AXP
American Express CO

Financial Services
3.85K
New
$267.35 - $305.57 $1.03M - $1.18M
3.85K $832M
GS
Goldman Sachs Group Inc

Financial Services
1.92K
New
$486.1 - $608.57 $932K - $1.17M
1.92K $799M
BK
Bank Of New York Mellon Corp

Financial Services
10.2K
New
$70.82 - $81.87 $722K - $835K
10.2K $784M
ILF
Ishares Latin America 40 ETF

ETFs
49.8K
New
$20.91 - $26.09 $1.04M - $1.3M
49.8K $774M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
16.4K
New
$70.12 - $75.48 $1.15M - $1.23M
16.4K $752M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.38K
New
$521.84 - $558.82 $722K - $773K
1.38K $746M
MRK
Merck & Co., Inc.

Healthcare
8.92K
New
$96.31 - $114.76 $859K - $1.02M
8.92K $735M
EMB
Ishares Tr

ETFs
14K
New
$88.94 - $93.46 $1.24M - $1.3M
14K $731M
MCD
Mcdonalds Corp

Consumer Cyclical
3.08K
New
$288.47 - $316.54 $888K - $974K
3.08K $720M
CSCO
Cisco Systems, Inc.

Technology
16.5K
New
$52.45 - $60.02 $864K - $989K
16.5K $707M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
13.7K
New
$74.93 - $97.17 $1.03M - $1.33M
13.7K $692M
SCHA
Schwab Strategic Tr Us Small C

ETFs
26.5K
New
$25.33 - $51.16 $672K - $1.36M
26.5K $686M
SCHC
Schwab Strategic Tr Intl Small

ETFs
29.9K
New
$33.93 - $38.37 $1.01M - $1.15M
29.9K $664M
FLAX
Franklin Templeton ETF Tr Fran

ETFs
41.8K
New
$22.72 - $25.91 $950K - $1.08M
41.8K $623M
GE
General Electric CO

Industrials
3.69K
New
$159.95 - $194.23 $589K - $716K
3.69K $615M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7.97K
New
$114.08 - $125.68 $909K - $1M
7.97K $597M
VZ
Verizon Communications Inc

Communication Services
22.5K
New
$39.6 - $45.21 $890K - $1.02M
22.5K $591M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
16.2K
New
$55.42 - $61.69 $897K - $998K
16.2K $590M
PM
Philip Morris International Inc.

Consumer Defensive
4.9K
New
$118.38 - $133.06 $580K - $652K
4.9K $590M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
14.2K
New
$63.27 - $70.31 $896K - $996K
14.2K $586M
SPG
Simon Property Group Inc

Real Estate
3.38K
New
$167.23 - $183.84 $566K - $622K
3.38K $583M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.24K
New
$442.29 - $483.08 $549K - $600K
1.24K $563M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
14.6K
New
$60.27 - $66.27 $883K - $970K
14.6K $562M
UNP
Union Pacific Corp

Industrials
2.4K
New
$223.15 - $249.32 $536K - $598K
2.4K $547M
JNJ
Johnson & Johnson

Healthcare
5.16K
New
$143.34 - $165.86 $739K - $855K
5.16K $542M
VNQI
Vanguard Global Ex U.S. Real

ETFs
19K
New
$39.22 - $47.52 $743K - $901K
19K $527M
KO
Coca Cola CO

Consumer Defensive
13.2K
New
$61.74 - $71.71 $816K - $948K
13.2K $524M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
29.4K
New
$23.29 - $23.93 $685K - $704K
29.4K $515M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
11.5K
New
$70.63 - $78.23 $811K - $899K
11.5K $498M
DIS
Walt Disney CO

Communication Services
6.55K
New
$92.39 - $117.6 $605K - $770K
6.55K $484M
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.76K
New
$94.77 - $97.36 $640K - $658K
6.76K $468M
AFL
Aflac Inc

Financial Services
4.5K
New
$100.37 - $115.27 $451K - $518K
4.5K $465M
Activity Summary
Buys All Purchases 121 New Holdings 121 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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