Yoffe Investment Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 26, 2025), Yoffe Investment Management, LLC reported 114 stock positions worth $67.3 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 5.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 3.8%) and Intl Business Machines (IBM, 3.8%).
- Most Recent 13F
- Q2 2026
- Location
- LEMOYNE, PA
- CIK
- 0002056336
- Portfolio Value
- $67.3M (Q4 2024)
- SEC Filing
- 0001172661-25-001342 ↗ filed Feb 26, 2025
Holdings Value
Holdings 114 stocks · $67.3M
| VB Vanguard Most SM-Cap ETF-Usd | 5.16% | 14,458 | $3.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.83% | 8,908 | $2.6M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.83% | 11,731 | $2.6M | — |
| MSFT Microsoft Corp. | 2.63% | 4,200 | $1.8M | — |
| HON Honeywell International Inc. | 2.57% | 7,667 | $1.7M | — |
| WMT Walmart Inc. | 2.51% | 18,683 | $1.7M | — |
| PG The Procter & Gamble Co. | 2.50% | 10,042 | $1.7M | — |
| AAPL Apple Inc. | 2.31% | 6,212 | $1.6M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.10% | 5,345 | $1.4M | — |
| JPM JPMorgan Chase & Co. | 1.97% | 5,543 | $1.3M | — |
| VXF Vanguard Extended Market ETF | 1.87% | 6,622 | $1.3M | — |
| VWOB Vanguard Emerg MKTS Gov BND | 1.59% | 16,919 | $1.1M | — |
| UNH Unitedhealth Group Inc. | 1.54% | 2,056 | $1.0M | — |
| CSX CSX Corp. | 1.52% | 31,770 | $1.0M | — |
| TRV The Travelers Cos Inc. | 1.43% | 3,987 | $960K | — |
| CAT Caterpillar Inc. | 1.42% | 2,637 | $957K | — |
| HD Home Depot Inc. | 1.28% | 2,224 | $865K | — |
| V Visa Inc. Class A | 1.27% | 2,696 | $852K | — |
| AXP American Express Co. | 1.24% | 2,804 | $832K | — |
| GS Goldman Sachs Group Inc. | 1.19% | 1,396 | $799K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.16% | 10,200 | $784K | — |
| ILF iShares Latin America 40 ETF | 1.15% | 37,009 | $774K | — |
| BBCA JPMorgan Betabuilders Canada | 1.12% | 10,650 | $752K | — |
| VOO Vanguard S&P 500 ETF | 1.11% | 1,384 | $746K | — |
| MRK Merck & Co. Inc. | 1.09% | 7,387 | $735K | — |
| EMB iShares JP Morgan Usd Emergi | 1.09% | 8,210 | $731K | — |
| MCD McDonald's Corp. | 1.07% | 2,485 | $720K | — |
| CSCO Cisco Systems Inc. | 1.05% | 11,949 | $707K | — |
| GXC State Street SPDR S&P China | 1.03% | 9,117 | $692K | — |
| SCHA Schwab US Small-Cap ETF | 1.02% | 26,537 | $686K | — |
| SCHC Schwab Intl Small-Cap Equity | 0.99% | 19,330 | $664K | — |
| FLAX Franklin Ftse Asia Ex Japan | 0.93% | 27,437 | $623K | — |
| GE General Electric filed as GE AEROSPACE | 0.91% | 3,685 | $615K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.89% | 5,212 | $597K | — |
| VZ Verizon Communications Inc. | 0.88% | 14,787 | $591K | — |
| BBEU JPMorgan Betabuilders Europe | 0.88% | 10,642 | $590K | — |
| PM Philip Morris International | 0.88% | 4,900 | $590K | — |
| VGK Vanguard Ftse Europe ETF | 0.87% | 9,232 | $586K | — |
| SPG Simon Property Group Inc. | 0.87% | 3,383 | $583K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 1,241 | $563K | — |
| IPAC iShares Core MSCI Pacific Et | 0.83% | 9,199 | $562K | — |
| UNP Union Pacific Corp. | 0.81% | 2,400 | $547K | — |
| JNJ Johnson & Johnson | 0.81% | 3,748 | $542K | — |
| VNQI Vanguard GLBL Ex-US Real Est | 0.78% | 13,310 | $527K | — |
| KO The Coca-Cola Co. | 0.78% | 8,420 | $524K | — |
| SPHY SS SPDR P High Yield ETF | 0.76% | 21,941 | $515K | — |
| VPL Vanguard Ftse Pacific ETF | 0.74% | 7,008 | $498K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.72% | 4,347 | $484K | — |
| JNK SS SPDR BB High Yield Bond | 0.70% | 4,905 | $468K | — |
| AFL Aflac Inc. | 0.69% | 4,496 | $465K | — |
| GSK GSK PLC-Spon ADR | 0.69% | 13,657 | $462K | — |
| FLCA Franklin Ftse Canada ETF | 0.67% | 12,330 | $451K | — |
| BA The Boeing Co. | 0.66% | 2,526 | $447K | — |
| XOM Exxon Mobil Corp. | 0.64% | 4,007 | $431K | — |
| CVX Chevron Corp. | 0.64% | 2,971 | $430K | — |
| EEMA iShares MSCI Emerg MRKT Asia | 0.64% | 5,991 | $429K | — |
| GMF State Street SPDR S&P Emergi | 0.63% | 3,698 | $427K | — |
| IMVP Invesco India Exchange-Trade | 0.63% | 16,402 | $423K | — |
| MMM 3M Co. | 0.62% | 3,251 | $420K | — |
| SCJ iShares MSCI Japan Small-Cap | 0.61% | 5,630 | $412K | — |
| IEMG iShares Core MSCI Emerging | 0.60% | 7,800 | $407K | — |
| FXI iShares China Large-Cap ETF | 0.59% | 13,144 | $400K | — |
| EMHY iShares J.P. Morgan Em High | 0.59% | 10,513 | $399K | — |
| SCHG Schwab US Large-Cap Growth | 0.57% | 13,824 | $385K | — |
| IP International Paper Co. | 0.56% | 7,020 | $378K | — |
| AMGN Amgen Inc. | 0.54% | 1,406 | $366K | — |
| AFK Vaneck Africa Index ETF | 0.54% | 23,410 | $362K | — |
| ESS Essex Property Trust Inc. | 0.53% | 1,255 | $358K | — |
| EPP iShares MSCI Pacific Ex Japa | 0.53% | 8,163 | $358K | — |
| INTC Intel Corp. | 0.53% | 17,789 | $357K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.52% | 13,228 | $352K | — |
| INDA iShares MSCI India ETF | 0.52% | 6,656 | $350K | — |
| VEA Vanguard Ftse Developed ETF | 0.50% | 7,089 | $339K | — |
| FLIN Franklin Ftse India ETF | 0.49% | 8,764 | $332K | — |
| ELME Elme Communities | 0.49% | 21,696 | $331K | — |
| NKE Nike Inc. Class B | 0.49% | 4,360 | $330K | — |
| HYEM Vaneck Emrg MKTS Hi YLD | 0.49% | 16,930 | $330K | — |
| PPL PPL Corp. | 0.49% | 10,100 | $328K | — |
| FLJP Franklin Ftse Japan ETF | 0.48% | 11,410 | $326K | — |
| DOW Dow Inc. | 0.48% | 8,122 | $326K | — |
| MRSH Marsh & McLennan Cos | 0.47% | 1,500 | $319K | — |
| CRM Salesforce Inc. | 0.47% | 937 | $313K | — |
| GEV GE Vernova Inc. | 0.45% | 921 | $303K | — |
| FLLA Franklin Ftse Latin America | 0.45% | 17,756 | $300K | — |
| BBJP JPMorgan Betabuilders Japan | 0.44% | 5,423 | $298K | — |
| PLD Prologis Inc. | 0.44% | 2,795 | $295K | — |
| EWJ iShares MSCI Japan ETF | 0.41% | 4,083 | $274K | — |
| FCNCA First Citizens Bcshs Class A | 0.40% | 128 | $270K | — |
| RTX RTX Corp. | 0.40% | 2,323 | $269K | — |
| AAXJ iShares MSCI All Country Asi | 0.39% | 3,592 | $259K | — |
| MO Altria Group Inc. | 0.38% | 4,900 | $256K | — |
| KIM Kimco Realty Corp. | 0.38% | 10,854 | $254K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 5,573 | $245K | — |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 5,529 | $243K | — |
| MCHI iShares MSCI China ETF | 0.36% | 5,149 | $241K | — |
| C Citigroup Inc. | 0.35% | 3,334 | $235K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.35% | 6,841 | $233K | — |
| EFA iShares MSCI Eafe ETF | 0.34% | 3,068 | $232K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.34% | 5,051 | $229K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.34% | 2,358 | $228K | — |
| MBB iShares MBS ETF | 0.33% | 2,458 | $225K | — |
| IEV iShares Europe ETF | 0.33% | 4,327 | $225K | — |
| IEUR iShares Core MSCI Europe ETF | 0.33% | 4,148 | $224K | — |
| FBIN Fortune Brands Innovations I | 0.33% | 3,264 | $223K | — |
| VNO Vornado Realty Trust | 0.33% | 5,291 | $222K | — |
| UMH Umh Properties Inc. filed as UMH PPTYS INC | 0.33% | 11,612 | $219K | — |
| T AT&T Inc. | 0.32% | 9,337 | $213K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.32% | 4,328 | $212K | — |
| MAR Marriott International Class A | 0.31% | 740 | $206K | — |
| MDLZ Mondelez International Inc. Class A | 0.30% | 3,425 | $205K | — |
| HLN Haleon PLC-ADR | 0.24% | 17,073 | $163K | — |
| PARAA Paramount Global Class B | 0.17% | 11,132 | $116K | — |
| WBA Walgreens Boots Alliance Inc. | 0.15% | 10,931 | $102K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.15% | 10,234 | $101K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 113 | $87.4M | VB, IBM, VTI, CAT, INTC |
| Q1 2026 | 111 | $78.1M | VB, IBM, VTI, WMT, CAT |
| Q4 2025 | 113 | $78.3M | VB, IBM, VTI, WMT, MSFT |
| Q3 2025 | 114 | $76.9M | VB, IBM, VTI, MSFT, WMT |
| Q2 2025 | 114 | $73.1M | IBM, VB, VTI, MSFT, WMT |
| Q1 2025 | 112 | $68.1M | VB, IBM, VTI, PG, WMT |
| Q4 2024Amended | 114 | $67.3M | VB, VTI, IBM, MSFT, HON |