The Analysis of Yoffe Investment Management, LLC's Holdings

Currently, Yoffe Investment Management, LLC holds 114 types of securities in its portfolio with a total value $76.9M. In the most recent quarter, they have increased their positions in ABBV (+1.0K shares, valued at $235.7K), BP (+6.4K shares, valued at $219.3K), SPHY (+186 shares, valued at $4.5K); decreased their positions in VTI (-830 shares, valued at $272.4K), VB (-122 shares, valued at $31.0K); initiated new positions in ABBV (+1.0K shares, valued at $235.7K), BP (+6.4K shares, valued at $219.3K), N/A (+10.9K shares, valued at $N/A).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VB VANGUARD SMALL CAP ETF14.3K shares-0.84%2025-09-302025-10-24

IBM IBM CORP11.7K shares0.00%2025-09-302025-10-24

VTI VANGUARD TOTAL STOCK MARKET ETF8.1K shares-9.32%2025-09-302025-10-24

MSFT MICROSOFT CORP4.2K shares0.00%2025-09-302025-10-24

WMT WALMART INC18.7K shares0.01%2025-09-302025-10-24

JPM JPMORGAN CHASE & CO5.6K shares0.09%2025-09-302025-10-24

HON HONEYWELL INTL INC7.7K shares0.00%2025-09-302025-10-24

AAPL APPLE INC6.2K shares0.00%2025-09-302025-10-24

Sponsored

VO VANGUARD MID CAP ETF5.3K shares0.00%2025-09-302025-10-24

PG PROCTER & GAMBLE CO10.0K shares0.00%2025-09-302025-10-24

VXF VANGUARD EXTENDED MARKETETF6.6K shares0.06%2025-09-302025-10-24

CAT CATERPILLAR INC2.6K shares0.00%2025-09-302025-10-24

VWOB VANGUARD EMERGING MARKT GOVT BND ETF17.0K shares0.13%2025-09-302025-10-24

CSX CSX CORP31.8K shares0.00%2025-09-302025-10-24

TRV TRAVELERS COS INC4.0K shares0.00%2025-09-302025-10-24

GS GOLDMAN SACHS GROUP INC1.4K shares0.00%2025-09-302025-10-24

Sponsored

BK BANK NEW YORK MELLON COR10.2K shares0.00%2025-09-302025-10-24

GE GE AEROSPACE3.7K shares0.00%2025-09-302025-10-24

ILF ISHARES LATIN AMERICA 40ETF37.1K shares0.00%2025-09-302025-10-24

GXC SPDR S&P CHINA ETF9.1K shares0.00%2025-09-302025-10-24

AXP AMERICAN EXPRESS CO2.8K shares0.00%2025-09-302025-10-24

BBCA JPMORGAN BETABUILDERS CANADA ETF10.7K shares0.09%2025-09-302025-10-24

V VISA INC CLASS A2.7K shares0.00%2025-09-302025-10-24

HD HOME DEPOT INC2.2K shares0.04%2025-09-302025-10-24

Sponsored

SCHC SCHWAB INTERNATNAL SMALLCAP EQY ETF19.3K shares0.00%2025-09-302025-10-24

VOO VANGUARD S&P 500 ETF1.4K shares0.00%2025-09-302025-10-24

CSCO CISCO SYS INC12.0K shares0.03%2025-09-302025-10-24

PM PHILIP MORRIS INTL INC4.9K shares0.00%2025-09-302025-10-24

FLAX FRANKLIN FTSE ASIA EX JAPAN ETF27.4K shares0.00%2025-09-302025-10-24

EMB ISHARES JPMORGAN USD MTSBOND ETF8.2K shares0.16%2025-09-302025-10-24

MCD MCDONALDS CORP2.5K shares0.00%2025-09-302025-10-24

VSS VGRD FTSE ALL WRLD EX USSML CAP ETF5.2K shares0.00%2025-09-302025-10-24

Sponsored

BBEU JPMORGAN BETABUILDERS EUROPE ETF10.6K shares0.00%2025-09-302025-10-24

SCHA SCHWAB US SMALL CAP ETF26.5K shares0.00%2025-09-302025-10-24

VGK VANGUARD FTSE EUROPE ETF9.3K shares0.05%2025-09-302025-10-24

UNH UNITEDHEALTH GROUP INC2.1K shares0.00%2025-09-302025-10-24

JNJ JOHNSON & JOHNSON3.7K shares0.00%2025-09-302025-10-24

IPAC ISHARES CORE MSCI PACIFIC ETF9.2K shares0.00%2025-09-302025-10-24

VZ VERIZON COMMUNICATIONS I14.8K shares0.03%2025-09-302025-10-24

VNQI VANGUARD GLBAL EX US REAL ESTATE ETF13.3K shares0.00%2025-09-302025-10-24

Sponsored

SPG SIMON PPTY GROUP INC NEWREIT3.4K shares0.00%2025-09-302025-10-24

BRK.B BERKSHIRE HATHAWAY CLASS B1.2K shares0.00%2025-09-302025-10-24

MRK MERCK & CO. INC.7.3K shares0.03%2025-09-302025-10-24

VPL VANGUARD FTSE PACIFIC ETF7.0K shares0.00%2025-09-302025-10-24

GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS13.7K shares0.00%2025-09-302025-10-24

INTC INTEL CORP17.4K shares0.00%2025-09-302025-10-24

AFK VANECK AFRICA INDEX ETF23.4K shares0.00%2025-09-302025-10-24

UNP UNION PAC CORP2.4K shares0.00%2025-09-302025-10-24

Sponsored

GEV GE VERNOVA INC921 shares0.00%2025-09-302025-10-24

FLCA FRANKLIN FTSE CANADA ETF12.3K shares0.00%2025-09-302025-10-24

KO THE COCA-COLA CO8.4K shares0.01%2025-09-302025-10-24

EEMA ISHARES MSCI EMERGING MARKETS AS ETF6.0K shares0.00%2025-09-302025-10-24

BA BOEING CO2.5K shares0.00%2025-09-302025-10-24

FXI ISHARES CHINA LARGE CAP ETF13.2K shares0.00%2025-09-302025-10-24

SPHY SPDR PORTFOLIO HIGH YIELD BND ETF22.4K shares0.84%2025-09-302025-10-24

SCJ ISHARES MSCI JAPAN SMALLCAP ETF5.6K shares0.00%2025-09-302025-10-24

Sponsored

GMF SPDR S&P EMERGING ASIA PACIFIC ETF3.7K shares0.00%2025-09-302025-10-24

IEMG ISHARES CORE MSCI EMERGING ETF7.8K shares0.00%2025-09-302025-10-24

MMM 3M CO3.3K shares0.00%2025-09-302025-10-24

AFL AFLAC INC4.5K shares0.00%2025-09-302025-10-24

DIS DISNEY WALT CO4.3K shares0.00%2025-09-302025-10-24

JNK SPDR BLMBRG BRCLY HGH YDBND ETF4.9K shares0.00%2025-09-302025-10-24

CVX CHEVRON CORP NEW3.0K shares0.03%2025-09-302025-10-24

XOM EXXON MOBIL CORP4.0K shares0.10%2025-09-302025-10-24

Sponsored

SCHE SCHWAB EMERGING MARKETS EQUITY ETF13.2K shares0.00%2025-09-302025-10-24

SCHG SCHWAB US LARGE CAP GROWTH ETF13.8K shares0.00%2025-09-302025-10-24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF7.1K shares0.00%2025-09-302025-10-24

EPP ISHARES MSCI PACIFIC EX JAPAN ETF8.2K shares0.00%2025-09-302025-10-24

EMHY ISHARES JP MRGN EM HIGH YLD BD ETF10.5K shares0.00%2025-09-302025-10-24

PIN INVESCO INDIA ETF16.4K shares0.00%2025-09-302025-10-24

AMGN AMGEN INC1.4K shares0.00%2025-09-302025-10-24

FLJP FRANKLIN FTSE JAPAN ETF11.4K shares0.00%2025-09-302025-10-24

Sponsored

FLLA FRANKLIN FTSE LATIN AMERICA ETF16.7K shares0.00%2025-09-302025-10-24

RTX RTX CORP2.3K shares0.04%2025-09-302025-10-24

PPL PPL CORP10.1K shares0.00%2025-09-302025-10-24

ELME ELME COMMUNITIES REIT REIT21.7K shares0.05%2025-09-302025-10-24

BBJP JPMORGAN BETABUILDERS JAPAN ETF5.4K shares0.00%2025-09-302025-10-24

INDA ISHARES MSCI INDIA INDEXETF6.7K shares0.00%2025-09-302025-10-24

HYEM VANECK EMERGING MRK HGH YLD BND ETF16.9K shares0.00%2025-09-302025-10-24

MCHI ISHARES MSCI CHINA ETF5.1K shares0.00%2025-09-302025-10-24

Sponsored

C CITIGROUP INC3.3K shares0.00%2025-09-302025-10-24

ESS ESSEX PPTY TR INC REIT1.3K shares0.00%2025-09-302025-10-24

AAXJ ISHARES MSCI ALL COUNT ASA EX JP ETF3.6K shares0.00%2025-09-302025-10-24

EWJ ISHARES MSCI JAPAN ETF4.1K shares0.00%2025-09-302025-10-24

FLIN FRANKLIN FTSE INDIA ETF8.8K shares0.00%2025-09-302025-10-24

IP INTERNTNL PAPER CO7.0K shares0.00%2025-09-302025-10-24

MO ALTRIA GROUP INC4.9K shares0.00%2025-09-302025-10-24

PLD PROLOGIS INC REIT2.8K shares0.00%2025-09-302025-10-24

Sponsored

NKE NIKE INC CLASS CLASS B4.4K shares0.00%2025-09-302025-10-24

MMC MARSH & MCLENNAN COS INC1.5K shares0.00%2025-09-302025-10-24

VWO VANGUARD FTSE EMERGING MARKETS ETF5.5K shares0.00%2025-09-302025-10-24

SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF6.8K shares0.00%2025-09-302025-10-24

BAC BANK OF AMERICA CORP5.6K shares0.00%2025-09-302025-10-24

EFA ISHARES MSCI EAFE ETF3.1K shares0.00%2025-09-302025-10-24

IEV ISHARES EUROPE ETF4.3K shares0.00%2025-09-302025-10-24

IEUR ISHARES CORE MSCI EUROPEETF4.1K shares0.00%2025-09-302025-10-24

Sponsored

EFG ISHARES MSCI EAFE GROWTHETF2.4K shares0.00%2025-09-302025-10-24

T AT&T INC9.3K shares0.02%2025-09-302025-10-24

EWC ISHARES MSCI CANADA ETF4.9K shares0.00%2025-09-302025-10-24

KIM KIMCO RLTY CORP REIT10.9K shares0.14%2025-09-302025-10-24

VMBS VANGUARD MORTGAGE BACKEDSEC ETF5.1K shares0.00%2025-09-302025-10-24

ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-10-24

MBB ISHARES MBS ETF2.5K shares0.00%2025-09-302025-10-24

FCNCA FIRST CTZNS BANCSHARES ICLASS A128 shares0.00%2025-09-302025-10-24

Sponsored

CRM SALESFORCE INC937 shares0.00%2025-09-302025-10-24

BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS6.4K sharesnew addition2025-09-302025-10-24

CEG CONSTELLATION ENERGY COR666 shares0.00%2025-09-302025-10-24

VNO VORNADO RLTY TR REIT5.3K shares0.00%2025-09-302025-10-24

BNDX VANGUARD TOTAL INTERNATIONAL BND ETF4.3K shares0.00%2025-09-302025-10-24

MDLZ MONDELEZ INTL INC CLASS A3.4K shares0.00%2025-09-302025-10-24

UMH UMH PPTYS INC REIT11.6K shares0.00%2025-09-302025-10-24

HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS17.1K shares0.00%2025-09-302025-10-24

Sponsored

F FORD MTR CO DEL10.2K shares0.00%2025-09-302025-10-24

WALGREENS BOOTS ALLIANCE WALGREENS BOOTS ALLIANCE10.9K sharesnew addition2025-09-302025-10-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available