Yoffe Investment Management, LLC

Q4 2024 13F Holdings

  • Location
    lemoyne, PA
  • Num holdings

    114

  • Value ($000)

    $67,325

  • Date Filed
    02/26/2025
  • Form type
    restatement
  • CIK
    0002056336
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$3.47M
5 %

14,458

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$2.58M
4 %

8,908

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$2.58M
4 %

11,731

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$1.77M
3 %

4,200

HON
HON

HONEYWELL INTL INC

COM
438516106
$1.73M
3 %

7,667

WMT
WMT

WALMART INC

COM
931142103
$1.69M
3 %

18,683

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$1.68M
3 %

10,042

AAPL
AAPL

APPLE INC

COM
037833100
$1.56M
2 %

6,212

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$1.41M
2 %

5,345

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$1.33M
2 %

5,543

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