$237 Thousand is the total value of Ayalon Insurance Comp Ltd.'s 85 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | Apple Inc | $8,786 | -10.6% | 51,317 | +1.3% | 3.71% | -9.7% |
| VOO | Buy | Vanguard S&P 500 ETFetp | $5,513 | -1.3% | 14,038 | +2.4% | 2.33% | -0.3% |
| MSFT | Buy | Microsoft Corp | $5,143 | -3.0% | 16,288 | +4.7% | 2.17% | -2.0% |
| MOAT | Buy | VanEck Morningstar Wide Moat ETFetp | $4,341 | +148.9% | 57,243 | +161.9% | 1.83% | +151.3% |
| EMXC | New | iShares MSCI Emerging Markets ex China ETFetp | $3,720 | – | 74,646 | +100.0% | 1.57% | – |
| IVV | Buy | iShares Core S&P 500 ETFetp | $3,128 | +1.2% | 7,260 | +4.6% | 1.32% | +2.2% |
| NVDA | Buy | NVIDIA Corp | $3,035 | +21.7% | 6,977 | +18.4% | 1.28% | +22.9% |
| ONEQ | Buy | Fidelity Nasdaq Composite Index ETFetp | $3,003 | +5.8% | 57,760 | +10.0% | 1.27% | +6.8% |
| MU | Buy | Micron Technology Inc | $2,955 | +10.5% | 43,431 | +2.5% | 1.25% | +11.6% |
| Buy | Mobileye Global Inc | $2,938 | +41.7% | 70,701 | +31.0% | 1.24% | +43.2% | |
| THO | Buy | Thor Industries Inc | $2,913 | -7.6% | 30,619 | +0.5% | 1.23% | -6.8% |
| RUN | Buy | Sunrun Inc | $1,556 | -24.4% | 123,923 | +7.5% | 0.66% | -23.6% |
| QTEC | Buy | First Trust NASDAQ-100 Technology Index Fundetp | $1,493 | +17.3% | 10,280 | +18.8% | 0.63% | +18.4% |
| PYPL | Buy | PayPal Holdings Inc | $1,467 | -11.9% | 25,093 | +0.6% | 0.62% | -11.1% |
| JETS | Buy | US Global Jets ETFetp | $1,436 | -16.6% | 84,336 | +4.9% | 0.61% | -15.8% |
| VOOG | Buy | Vanguard S&P 500 Growth ETFetp | $1,392 | +16.2% | 5,641 | +19.6% | 0.59% | +17.2% |
| HEDJ | Buy | WisdomTree Europe Hedged Equity Fundetp | $640 | -3.6% | 16,212 | +100.0% | 0.27% | -2.5% |
| IGM | New | iShares Expanded Tech Sector ETFetp | $635 | – | 1,661 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INDUSTRIAL SELECT SECT SPDR | 32 | Q3 2023 | 9.6% |
| VANGUARD FINANCIALS ETF | 32 | Q3 2023 | 10.5% |
| Health Care Select Sector SPDR Fund | 32 | Q3 2023 | 8.4% |
| Tech Select Sec SPDR | 32 | Q3 2023 | 9.1% |
| CONSUMER DISCRETIONARY SELT | 32 | Q3 2023 | 7.0% |
| SPDR S&P 500 ETF TRUST | 32 | Q3 2023 | 14.0% |
| ENERGY S.SECTOR SPDR | 32 | Q3 2023 | 7.7% |
| WisdomTree Japan Hedged Equity Fund | 32 | Q3 2023 | 3.3% |
| Financial Select Sector SPDR Fund | 32 | Q3 2023 | 3.8% |
| WisdomTree Europe Hedged Equity Fund | 32 | Q3 2023 | 1.0% |
View Ayalon Insurance Comp Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-18 |
View Ayalon Insurance Comp Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.