Yoffe Investment Management

Yoffe Investment Management as of June 30, 2025

Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 114 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
International Business Machines (IBM) 4.7 $3.5M 12k 294.78
Vanguard Small Cap Etf Uie (VB) 4.7 $3.4M 15k 236.99
Vanguard Total Stock Market Etf Uie (VTI) 3.7 $2.7M 8.9k 303.95
Microsoft Corporation (MSFT) 2.9 $2.1M 4.2k 497.39
Wal-Mart Stores (WMT) 2.5 $1.8M 19k 97.78
Honeywell International (HON) 2.4 $1.8M 7.7k 232.89
JPMorgan Chase & Co. (JPM) 2.2 $1.6M 5.6k 289.90
Procter & Gamble Company (PG) 2.2 $1.6M 10k 159.32
Vanguard Mid Cap Etf Uie (VO) 2.0 $1.5M 5.3k 279.86
Vanguard Extended Marketetf Uie (VXF) 1.7 $1.3M 6.6k 192.72
Apple (AAPL) 1.7 $1.3M 6.2k 205.17
Vanguard Emerging Mkts Gov Bond Etf Uie (VWOB) 1.5 $1.1M 17k 65.35
Travelers Companies (TRV) 1.5 $1.1M 4.0k 267.52
CSX Corporation (CSX) 1.4 $1.0M 32k 32.63
Caterpillar (CAT) 1.4 $1.0M 2.6k 388.24
Goldman Sachs (GS) 1.4 $988k 1.4k 707.72
Ishares Latin America 40etf Uie (ILF) 1.3 $972k 37k 26.21
Visa (V) 1.3 $957k 2.7k 354.99
General Electric (GE) 1.3 $949k 3.7k 257.39
Bank of New York Mellon Corporation (BK) 1.3 $929k 10k 91.11
American Express Company (AXP) 1.2 $895k 2.8k 319.00
Philip Morris International (PM) 1.2 $892k 4.9k 182.13
Jpmorgan Betabuilders Canada Etf Uie (BBCA) 1.2 $861k 11k 80.70
Cisco Systems (CSCO) 1.1 $830k 12k 69.38
Schwab Internatnal Smallcap Eqy Etf Uie (SCHC) 1.1 $824k 19k 42.59
Home Depot (HD) 1.1 $816k 2.2k 366.69
Spdr S&p China Etf Uie (GXC) 1.1 $799k 9.1k 87.55
Vanguard S&p 500 Etf Uie (VOO) 1.1 $776k 1.4k 568.20
Ishares Jpmorgan Usd Mtsbond Etf Uie (EMB) 1.0 $763k 8.2k 92.62
McDonald's Corporation (MCD) 1.0 $726k 2.5k 292.20
Vanguard Ftse Europe Etf Uie (VGK) 1.0 $718k 9.3k 77.50
Jpmorgan Betabuilders Europe Etf Uie (BBEU) 1.0 $718k 11k 67.46
Franklin Ftse Asia Ex Japan Etf Uie (FLAX) 1.0 $713k 27k 26.00
Vgrd Ftse All Wrld Ex Ussml Cap Etf Uie (VSS) 1.0 $700k 5.2k 134.39
Schwab Us Small Cap Etf Uie (SCHA) 0.9 $671k 27k 25.30
UnitedHealth (UNH) 0.9 $642k 2.1k 311.93
Verizon Communications (VZ) 0.9 $640k 15k 43.27
Ishares Core Msci Pacific Etf Uie (IPAC) 0.9 $634k 9.2k 68.70
Vanguard Glbal Ex Us Real Estate Etf Uie (VNQI) 0.8 $614k 13k 46.15
Berkshire Hathaway (BRK.B) 0.8 $603k 1.2k 485.77
Coca-Cola Company (KO) 0.8 $596k 8.4k 70.75
Merck & Co (MRK) 0.8 $581k 7.3k 79.16
Vanguard Ftse Pacific Etf Uie (VPL) 0.8 $576k 7.0k 82.18
Johnson & Johnson (JNJ) 0.8 $573k 3.7k 152.75
Union Pacific Corporation (UNP) 0.8 $552k 2.4k 230.08
Simon Ppty Group Inc Newreit Ret (SPG) 0.7 $544k 3.4k 160.76
Walt Disney Company (DIS) 0.7 $539k 4.3k 124.01
Spdr Portfolio High Yield Bond Etf Uie (SPHY) 0.7 $530k 22k 23.80
Boeing Company (BA) 0.7 $529k 2.5k 209.53
Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord Adr (GSK) 0.7 $524k 14k 38.40
Franklin Ftse Canada Etf Uie (FLCA) 0.7 $515k 12k 41.75
3M Company (MMM) 0.7 $495k 3.3k 152.22
Ishares Msci Emerging Markets Asia E Uie (EEMA) 0.7 $495k 6.0k 82.55
Ge Vernova (GEV) 0.7 $487k 921.00 529.15
Ishares China Large Cap Etf Uie (FXI) 0.7 $485k 13k 36.76
Ishares Msci Japan Smallcap Etf Uie (SCJ) 0.7 $478k 5.6k 84.89
Spdr Blmbrg Brcly Hgh Ydbnd Etf Uie (JNK) 0.7 $477k 4.9k 97.27
AFLAC Incorporated (AFL) 0.6 $474k 4.5k 105.46
Vaneck Africa Index Etf Uie (AFK) 0.6 $472k 23k 20.16
Ishares Core Msci Emerging Etf Uie (IEMG) 0.6 $468k 7.8k 60.03
Spdr S&p Emerging Asia Pacific Etf Uie (GMF) 0.6 $468k 3.7k 126.39
Invesco India Etf Uie (PIN) 0.6 $442k 16k 26.95
Exxon Mobil Corporation (XOM) 0.6 $433k 4.0k 107.80
Chevron Corporation (CVX) 0.6 $426k 3.0k 143.21
Ishares Jp Mrgn Em High Yld Bd Etf Uie (EMHY) 0.6 $410k 11k 38.97
Vanguard Ftse Developed Markets Etf Uie (VEA) 0.6 $404k 7.1k 57.01
Schwab Us Large Cap Growth Etf Uie (SCHG) 0.6 $404k 14k 29.21
Ishares Msci Pacific Ex Japan Etf Uie (EPP) 0.6 $403k 8.2k 49.37
Schwab Emerging Markets Equity Etf Uie (SCHE) 0.5 $399k 13k 30.14
Amgen (AMGN) 0.5 $392k 1.4k 279.11
Intel Corporation (INTC) 0.5 $389k 17k 22.40
Ishares Msci India Indexetf Uie (INDA) 0.5 $371k 6.7k 55.68
Franklin Ftse Japan Etf Uie (FLJP) 0.5 $367k 11k 32.15
Franklin Ftse Latin America Etf Uie (FLLA) 0.5 $363k 17k 21.71
Essex Ppty Tr Inc Reit Ret (ESS) 0.5 $356k 1.3k 283.29
Franklin Ftse India Etf Uie (FLIN) 0.5 $349k 8.8k 39.83
Elme Communities Reit Reit Ret (ELME) 0.5 $345k 22k 15.90
PPL Corporation (PPL) 0.5 $342k 10k 33.89
Raytheon Technologies Corp (RTX) 0.5 $340k 2.3k 146.03
Vaneck Emerging Mrk Hgh Yld Bnd Etf Uie (HYEM) 0.5 $336k 17k 19.82
Jpmorgan Betabuilders Japan Etf Uie (BBJP) 0.5 $335k 5.4k 61.78
International Paper Company (IP) 0.4 $329k 7.0k 46.83
Marsh & McLennan Companies 0.4 $328k 1.5k 218.64
Nike (NKE) 0.4 $310k 4.4k 71.03
Ishares Msci Japan Etf Uie (EWJ) 0.4 $306k 4.1k 74.97
Ishares Msci All Count Asa Ex Jp Etf Uie (AAXJ) 0.4 $297k 3.6k 82.62
Prologis Inc Reit Ret (PLD) 0.4 $294k 2.8k 105.12
Altria (MO) 0.4 $287k 4.9k 58.63
Citigroup (C) 0.4 $284k 3.3k 85.12
Ishares Msci China Etf Uie (MCHI) 0.4 $284k 5.1k 55.10
Spdr Portfolio Developedworld Ex-us Uie (SPDW) 0.4 $277k 6.8k 40.49
Ishares Core Msci Europeetf Uie (IEUR) 0.4 $275k 4.1k 66.20
Ishares Msci Eafe Etf Uie (EFA) 0.4 $274k 3.1k 89.39
Ishares Europe Etf Uie (IEV) 0.4 $274k 4.3k 63.25
Vanguard Ftse Emerging Markets Etf Uie (VWO) 0.4 $274k 5.5k 49.46
At&t (T) 0.4 $270k 9.3k 28.94
Ishares Msci Eafe Growthetf Uie (EFG) 0.4 $264k 2.4k 112.00
Bank of America Corporation (BAC) 0.4 $264k 5.6k 47.32
salesforce (CRM) 0.3 $255k 937.00 272.54
First Citizens BancShares (FCNCA) 0.3 $250k 128.00 1956.47
Vanguard Mortgage Backedsec Etf Uie (VMBS) 0.3 $234k 5.1k 46.34
Mondelez Int (MDLZ) 0.3 $231k 3.4k 67.44
Ishares Mbs Etf Uie (MBB) 0.3 $231k 2.5k 93.89
Kimco Rlty Corp Reit Ret (KIM) 0.3 $229k 11k 21.02
Ishares Msci Canada Etf Uie (EWC) 0.3 $225k 4.9k 46.20
Dow (DOW) 0.3 $216k 8.1k 26.48
Constellation Energy (CEG) 0.3 $215k 666.00 322.76
Vanguard Total International Bond Et Uie (BNDX) 0.3 $214k 4.3k 49.51
Vornado Rlty Tr Reit Ret (VNO) 0.3 $202k 5.3k 38.24
Marriott International (MAR) 0.3 $202k 740.00 273.21
Umh Pptys Inc Reit Ret (UMH) 0.3 $195k 12k 16.79
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN) 0.2 $177k 17k 10.37
Walgreen Boots Alliance 0.2 $126k 11k 11.48
Ford Motor Company (F) 0.2 $111k 10k 10.85