The Analysis of Yoffe Investment Management, LLC's Holdings
Currently, Yoffe Investment Management, LLC holds 113 types of securities in its portfolio with a total value $78.3M. In the most recent quarter, they have increased their positions in MAR (+740 shares, valued at $229.6K), SPHY (+247 shares, valued at $5.8K), SCHC (+107 shares, valued at $4.9K); decreased their positions in CVX (-46 shares, valued at $7.0K), AXP (-4 shares, valued at $1.5K); initiated new positions in MAR (+740 shares, valued at $229.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VB VANGUARD SMALL CAP ETF14.3K shares0.01%2025-12-312026-01-26
IBM IBM CORP11.7K shares0.00%2025-12-312026-01-26 VTI VANGUARD TOTAL STOCK MARKET ETF8.1K shares0.00%2025-12-312026-01-26 WMT WALMART INC18.7K shares0.00%2025-12-312026-01-26 MSFT MICROSOFT CORP4.2K shares0.00%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO5.6K shares0.09%2025-12-312026-01-26 AAPL APPLE INC6.2K shares0.00%2025-12-312026-01-26 VO VANGUARD MID CAP ETF5.3K shares0.00%2025-12-312026-01-26 CAT CATERPILLAR INC2.6K shares0.00%2025-12-312026-01-26 HON HONEYWELL INTL INC7.7K shares0.00%2025-12-312026-01-26 PG PROCTER & GAMBLE CO10.0K shares0.00%2025-12-312026-01-26 VXF VANGUARD EXTENDED MARKETETF6.6K shares0.00%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC1.4K shares0.00%2025-12-312026-01-26 BK BANK NEW YORK MELLON COR10.2K shares0.00%2025-12-312026-01-26 TRV TRAVELERS COS INC4.0K shares0.00%2025-12-312026-01-26 CSX CSX CORP31.8K shares0.00%2025-12-312026-01-26 VWOB VANGUARD EMERGING MARKT GOVT BND ETF17.0K shares0.16%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE3.7K shares0.00%2025-12-312026-01-26 ILF ISHARES LATIN AMERICA 40ETF37.2K shares0.19%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO2.8K shares-0.14%2025-12-312026-01-26 V VISA INC CLASS CLASS A2.7K shares0.00%2025-12-312026-01-26 CSCO CISCO SYS INC12.0K shares0.00%2025-12-312026-01-26 SCHC SCHWAB INTERNATNAL SMALLCAP EQY ETF19.4K shares0.55%2025-12-312026-01-26 GXC SPDR S&P CHINA ETF9.1K shares0.11%2025-12-312026-01-26 FLAX FRANKLIN FTSE ASIA EX JAPAN ETF27.4K shares0.00%2025-12-312026-01-26 EMB ISHARES JPMORGAN USD MTSBOND ETF8.3K shares0.21%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC4.9K shares0.00%2025-12-312026-01-26 BBEU JPMORGAN BETABUILDERS EUROPE ETF10.6K shares0.00%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON3.7K shares0.00%2025-12-312026-01-26 VGK VANGUARD FTSE EUROPE ETF9.3K shares0.00%2025-12-312026-01-26 HD HOME DEPOT INC2.2K shares0.00%2025-12-312026-01-26 MCD MCDONALDS CORP2.5K shares0.00%2025-12-312026-01-26 SCHA SCHWAB US SMALL CAP ETF26.5K shares0.00%2025-12-312026-01-26 VSS VGRD FTSE ALL WRLD EX USSML CAP ETF5.2K shares0.00%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC2.1K shares0.05%2025-12-312026-01-26 IPAC ISHARES CORE MSCI PACIFIC ETF9.3K shares0.60%2025-12-312026-01-26 INTC INTEL CORP17.4K shares0.00%2025-12-312026-01-26 VPL VANGUARD FTSE PACIFIC ETF7.0K shares0.00%2025-12-312026-01-26 SPG SIMON PPTY GROUP INC NEWREIT3.4K shares0.00%2025-12-312026-01-26 AFK VANECK AFRICA INDEX ETF23.4K shares0.00%2025-12-312026-01-26 VNQI VANGUARD GLBAL EX US REAL ESTATE ETF13.4K shares0.47%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS I14.8K shares0.03%2025-12-312026-01-26 GEV GE VERNOVA INC921 shares0.00%2025-12-312026-01-26 FLCA FRANKLIN FTSE CANADA ETF12.3K shares0.00%2025-12-312026-01-26 KO THE COCA-COLA CO8.4K shares0.04%2025-12-312026-01-26 EEMA ISHARES MSCI EMERGING MARKETS AS ETF6.0K shares0.00%2025-12-312026-01-26 UNP UNION PAC CORP2.4K shares0.00%2025-12-312026-01-26 BA BOEING CO2.5K shares0.00%2025-12-312026-01-26 SPHY STATE SRT SPDR PRTFL HGHYLD BND ETF22.7K shares1.10%2025-12-312026-01-26 IEMG ISHARES CORE MSCI EMERGING ETF7.8K shares0.00%2025-12-312026-01-26 MMM 3M CO3.3K shares0.00%2025-12-312026-01-26 SCJ ISHARES MSCI JAPAN SMALLCAP ETF5.6K shares0.00%2025-12-312026-01-26 GMF SPDR S&P EMERGING ASIA PACIFIC ETF3.7K shares0.14%2025-12-312026-01-26 FXI ISHARES CHINA LARGE CAP ETF13.2K shares0.25%2025-12-312026-01-26 AFL AFLAC INC4.5K shares0.00%2025-12-312026-01-26 DIS DISNEY WALT CO4.3K shares0.00%2025-12-312026-01-26 XOM EXXON MOBIL CORP4.0K shares0.00%2025-12-312026-01-26 AMGN AMGEN INC1.4K shares0.00%2025-12-312026-01-26 SCHG SCHWAB US LARGE CAP GROWTH ETF13.8K shares0.00%2025-12-312026-01-26 CVX CHEVRON CORP NEW2.9K shares-1.55%2025-12-312026-01-26 VEA VANGUARD FTSE DEVELOPED MARKETS ETF7.1K shares0.00%2025-12-312026-01-26 SCHE SCHWAB EMERGING MARKETS EQUITY ETF13.2K shares0.00%2025-12-312026-01-26 RTX RTX CORP2.3K shares0.00%2025-12-312026-01-26 EMHY ISHARES JP MRGN EM HIGH YLD BD ETF10.5K shares0.00%2025-12-312026-01-26 EPP ISHARES MSCI PACIFIC EX JAPAN ETF8.2K shares0.00%2025-12-312026-01-26 FLLA FRANKLIN FTSE LATIN AMERICA ETF16.7K shares0.00%2025-12-312026-01-26 PIN INVESCO INDIA ETF16.4K shares0.00%2025-12-312026-01-26 FLJP FRANKLIN FTSE JAPAN ETF11.4K shares0.00%2025-12-312026-01-26 ELME ELME COMMUNITIES REIT REIT21.7K shares0.05%2025-12-312026-01-26 INDA ISHARES MSCI INDIA INDEXETF6.7K shares0.00%2025-12-312026-01-26 PLD PROLOGIS INC REIT2.8K shares0.00%2025-12-312026-01-26 PPL PPL CORP10.1K shares0.00%2025-12-312026-01-26 FLIN FRANKLIN FTSE INDIA ETF8.8K shares0.00%2025-12-312026-01-26 HYEM VANECK EMERGING MRK HGH YLD BND ETF16.9K shares0.00%2025-12-312026-01-26 AAXJ ISHARES MSCI ALL COUNT ASA EX JP ETF3.6K shares0.00%2025-12-312026-01-26 EWJ ISHARES MSCI JAPAN ETF4.1K shares0.00%2025-12-312026-01-26 ESS ESSEX PPTY TR INC REIT1.3K shares0.00%2025-12-312026-01-26 MCHI ISHARES MSCI CHINA ETF5.1K shares0.00%2025-12-312026-01-26 BAC BANK OF AMERICA CORP5.6K shares0.00%2025-12-312026-01-26 SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF6.8K shares0.00%2025-12-312026-01-26 VWO VANGUARD FTSE EMERGING MARKETS ETF5.5K shares0.00%2025-12-312026-01-26 IEV ISHARES EUROPE ETF4.3K shares0.00%2025-12-312026-01-26 EFA ISHARES MSCI EAFE ETF3.1K shares0.00%2025-12-312026-01-26 IEUR ISHARES CORE MSCI EUROPEETF4.1K shares0.00%2025-12-312026-01-26 MO ALTRIA GROUP INC4.9K shares0.00%2025-12-312026-01-26 MMC MARSH & MCLENNAN COS INC1.5K shares0.00%2025-12-312026-01-26 NKE NIKE INC CLASS B4.4K shares0.02%2025-12-312026-01-26 IP INTERNTNL PAPER CO7.0K shares0.00%2025-12-312026-01-26 EFG ISHARES MSCI EAFE GROWTHETF2.4K shares0.00%2025-12-312026-01-26 EWC ISHARES MSCI CANADA ETF4.9K shares0.00%2025-12-312026-01-26 CRM SALESFORCE INC937 shares0.00%2025-12-312026-01-26 VMBS VANGUARD MORTGAGE BACKEDSEC ETF5.1K shares0.00%2025-12-312026-01-26 CEG CONSTELLATION ENERGY COR666 shares0.00%2025-12-312026-01-26 MBB ISHARES MBS ETF2.5K shares0.00%2025-12-312026-01-26 ABBV ABBVIE INC1.0K shares0.00%2025-12-312026-01-26 T AT&T INC9.3K shares0.04%2025-12-312026-01-26 MAR MARRIOTT INTL INC NEW CLASS CLASS A740 sharesnew addition2025-12-312026-01-26 KIM KIMCO RLTY CORP REIT10.9K shares0.15%2025-12-312026-01-26 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS6.4K shares0.00%2025-12-312026-01-26 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF4.3K shares0.00%2025-12-312026-01-26 UMH UMH PPTYS INC REIT11.6K shares0.00%2025-12-312026-01-26 HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS17.1K shares0.00%2025-12-312026-01-26 F FORD MTR CO DEL10.2K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available