Yoffe Investment Management, LLC
Q2 2025 13F Holdings
- Locationlemoyne, PA
- Num holdings
114
- Value ($000)
$73,080
- Date Filed07/29/2025
- Form type13F-HR
- CIK0002056336
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IBM IBM CORP | COM | 459200101 | $3.46 M | 5 % | 11,731 | ||
VB VANGUARD SMALL CAP ETF | UIE | 922908751 | $3.43 M | 5 % | 14,459 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | UIE | 922908769 | $2.71 M | 4 % | 8,908 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.09 M | 3 % | 4,200 | ||
WMT WALMART INC | COM | 931142103 | $1.83 M | 3 % | 18,686 | ||
HON HONEYWELL INTL INC | COM | 438516106 | $1.79 M | 2 % | 7,667 | ||
JPM JPMORGAN CHASE & CO | COM | 46625H100 | $1.61 M | 2 % | 5,555 | ||
PG PROCTER & GAMBLE CO | COM | 742718109 | $1.60 M | 2 % | 10,042 | ||
VO VANGUARD MID CAP ETF | UIE | 922908629 | $1.50 M | 2 % | 5,345 | ||
VXF VANGUARD EXTENDED MARKETETF | UIE | 922908652 | $1.28 M | 2 % | 6,629 |
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