Yoffe Investment Management, LLC Portfolio Holdings

Yoffe Investment Management, LLC

  • $68.3 Billion
  • Q4 2024

Yoffe Investment Management, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $68.3 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $3.47B, Vanguard Total Stock Market Et with a value of $2.58B, International Business Machines Corp with a value of $2.58B, Microsoft Corp with a value of $1.77B, and Honeywell International Inc with a value of $1.73B.

Examining the 13F form we can see an increase of $68.3B in the current position value.

Yoffe Investment Management, LLC is based out at Lemoyne, PA

Below you can find more details about Yoffe Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $68.3 Billion
ETFs: $29.7 Billion
Financial Services: $7.65 Billion
Technology: $7.28 Billion
Industrials: $6.23 Billion
Consumer Defensive: $4.95 Billion
Healthcare: $2.95 Billion
Consumer Cyclical: $2.6 Billion
Real Estate: $2.15 Billion
Other: $2.92 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138B
$1.73 Billion 2.54% of portfolio
8,784
Q4 2024 New
$69.2B
$1.03 Billion 1.5% of portfolio
31,770
Q4 2024 New
$56.4B
$960 Million 1.41% of portfolio
4,989
Q4 2024 New
$186B
$957 Million 1.4% of portfolio
3,403
Q4 2024 New
$69B
$784 Million 1.15% of portfolio
10,200
Q4 2024 New
$170B
$591 Million 0.87% of portfolio
22,475
Q4 2024 New
$60.2B
$583 Million 0.85% of portfolio
3,383
Q4 2024 New
$153B
$547 Million 0.8% of portfolio
2,400
Q4 2024 New
$199B
$484 Million 0.71% of portfolio
6,548
Q4 2024 New
$65B
$465 Million 0.68% of portfolio
4,496
Q4 2024 New
$111B
$447 Million 0.65% of portfolio
3,356
Q4 2024 New
$82.3B
$420 Million 0.61% of portfolio
4,873
Q4 2024 New
$19.4B
$378 Million 0.55% of portfolio
7,020
Q4 2024 New
$158B
$366 Million 0.54% of portfolio
2,104
Q4 2024 New
$92.3B
$357 Million 0.52% of portfolio
24,855
Q4 2024 New
$17.7B
$358 Million 0.52% of portfolio
2,314
Q4 2024 New
$26.9B
$326 Million 0.48% of portfolio
12,066
Q4 2024 New
$91B
$330 Million 0.48% of portfolio
6,248
Q4 2024 New
$114B
$319 Million 0.47% of portfolio
1,500
Q4 2024 New
$111B
$295 Million 0.43% of portfolio
2,795
Q4 2024 New
$31.9B
$270 Million 0.4% of portfolio
128
Q4 2024 New
$186B
$269 Million 0.39% of portfolio
3,081
Q4 2024 New
$95.6B
$256 Million 0.38% of portfolio
4,900
Q4 2024 New
$13.8B
$254 Million 0.37% of portfolio
16,176
Q4 2024 New
$157B
$235 Million 0.34% of portfolio
3,334
Q4 2024 New
$181B
$213 Million 0.31% of portfolio
9,337
Q4 2024 New
$83.1B
$205 Million 0.3% of portfolio
3,425
Q4 2024 New
$94.3B
$206 Million 0.3% of portfolio
740
Q4 2024 New
$45.5B
$163 Million 0.24% of portfolio
17,073
Q4 2024 New
$36.5B
$101 Million 0.15% of portfolio
10,234
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $68.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 121 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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