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
MBB
Ishares Tr

ETFs
4.27K
New
$91.26 - $95.82 $390K - $409K
4.27K $225M
IEV
Ishares Tr Europe ETF

ETFs
10.2K
New
$52.03 - $57.63 $533K - $590K
10.2K $225M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
9.87K
New
$53.86 - $60.27 $531K - $595K
9.87K $224M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.26K
New
N/A
3.26K $223M
VNO
Vornado Realty Trust

Real Estate
9.59K
New
$38.63 - $45.76 $370K - $439K
9.59K $222M
UMH
Umh Properties, Inc.

Real Estate
23.2K
New
$18.21 - $19.85 $423K - $461K
23.2K $219M
T
At&T Inc.

Communication Services
9.34K
New
$21.22 - $23.88 $198K - $223K
9.34K $213M
BNDX
Vanguard Total International B

ETFs
14.4K
New
$48.91 - $50.61 $703K - $728K
14.4K $212M
MAR
Marriott International Inc

Consumer Cyclical
740
New
$246.06 - $292.59 $182K - $217K
740 $206M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.43K
New
$59.25 - $72.99 $203K - $250K
3.43K $205M
REET
Ishares Global Reit ETF

ETFs
18.3K
New
$23.43 - $26.54 $429K - $486K
18.3K $164M
HLN
Haleon PLC

Healthcare
17.1K
New
$9.23 - $10.71 $158K - $183K
17.1K $163M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.9K
New
$20.55 - $23.26 $224K - $254K
10.9K $158M
IFGL
Ishares International Develope

ETFs
19.8K
New
$18.78 - $22.81 $372K - $452K
19.8K $143M
UE
Urban Edge Properties

Real Estate
10.4K
New
$20.94 - $23.6 $219K - $246K
10.4K $123M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
23.8K
New
$18.41 - $40.87 $438K - $972K
23.8K $118M
PARA
Paramount Global

Communication Services
11.1K
New
$10.27 - $11.57 $114K - $129K
11.1K $116M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
19.2K
New
$8.24 - $11.07 $158K - $212K
19.2K $102M
F
Ford Motor CO

Consumer Cyclical
10.2K
New
$9.69 - $11.4 $99.2K - $117K
10.2K $101M
JBGS
Jbg Smith Properties

Real Estate
11K
New
$14.91 - $18.71 $164K - $205K
11K $93.7M
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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