$884 Million is the total value of BANK HAPOALIM BM's 248 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 12.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACWI | Sell | ISHARES TRmsci acwi etf | $42,975,000 | +6.2% | 424,692 | -0.1% | 4.86% | -5.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $39,465,000 | +9.2% | 380,902 | +2.5% | 4.46% | -2.7% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $37,111,000 | +4.9% | 720,322 | 0.0% | 4.20% | -6.5% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $34,085,000 | +14.8% | 79,627 | +6.3% | 3.86% | +2.3% |
| MSFT | Buy | MICROSOFT CORP | $24,502,000 | +17.3% | 90,447 | +2.1% | 2.77% | +4.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $22,765,000 | +20.5% | 9,084 | -0.5% | 2.58% | +7.4% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $18,770,000 | +17.7% | 67,916 | +22.4% | 2.12% | +4.8% |
| KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $18,075,000 | +59.8% | 280,628 | +53.6% | 2.04% | +42.4% |
| KWEB | Sell | KRANESHARES TRcsi chi internet | $17,918,000 | -20.3% | 256,778 | -12.8% | 2.03% | -29.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $15,907,000 | +8.1% | 51,857 | +40.2% | 1.80% | -3.7% |
| SPLG | New | SPDR SER TRportfolio s&p500 | $15,531,000 | – | 50,043 | +100.0% | 1.76% | – |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $15,515,000 | +7.8% | 50,580 | -67.8% | 1.76% | -3.9% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $14,836,000 | +4.7% | 48,366 | -77.7% | 1.68% | -6.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $14,821,000 | -1.6% | 65,353 | -1.6% | 1.68% | -12.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $13,582,000 | +17.1% | 37,619 | +7.2% | 1.54% | +4.3% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $13,583,000 | +140.9% | 207,286 | +143.9% | 1.54% | +114.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $13,213,000 | +11.1% | 104,907 | +3.0% | 1.49% | -1.1% |
| AMZN | Buy | AMAZON COM INC | $13,053,000 | +18.6% | 3,794 | +6.7% | 1.48% | +5.7% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $12,694,000 | +85.0% | 41,382 | -58.6% | 1.44% | +64.9% |
| AAPL | Buy | APPLE INC | $12,369,000 | +17.5% | 90,334 | +5.0% | 1.40% | +4.7% |
| KBE | Buy | SPDR SER TRs&p bk etf | $12,115,000 | +5641.7% | 236,064 | +5708.7% | 1.37% | +4974.1% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $11,874,000 | +255.8% | 38,621 | +1.6% | 1.34% | +216.7% |
| V | Sell | VISA INC | $11,517,000 | +9.6% | 49,253 | -0.8% | 1.30% | -2.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $11,420,000 | +20.2% | 32,221 | +8.2% | 1.29% | +7.1% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $10,397,000 | +8.3% | 33,894 | -66.1% | 1.18% | -3.5% |
| SOXX | Buy | ISHARES TRishares semicdtr | $10,358,000 | +134.3% | 22,805 | +118.7% | 1.17% | +108.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $10,141,000 | +28.9% | 34,790 | +7.4% | 1.15% | +14.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $9,622,000 | +10.2% | 65,163 | -0.9% | 1.09% | -1.9% |
| BX | Buy | BLACKSTONE GROUP INC | $9,540,000 | +52.3% | 98,209 | +16.8% | 1.08% | +35.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $9,314,000 | +6.0% | 69,318 | +2.6% | 1.05% | -5.6% |
| CRM | Sell | SALESFORCE COM INC | $8,256,000 | -1.3% | 33,799 | -14.4% | 0.93% | -12.1% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $8,219,000 | +46.7% | 224,013 | +36.2% | 0.93% | +30.8% |
| NVDA | Sell | NVIDIA CORPORATION | $8,219,000 | +45.9% | 10,273 | -2.6% | 0.93% | +30.1% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $8,214,000 | +10.2% | 223,810 | +8.9% | 0.93% | -1.8% |
| FIW | FIRST TR EXCHANGE TRADED FDwtr etf | $8,178,000 | +6.8% | 97,887 | 0.0% | 0.92% | -4.8% | |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $8,057,000 | -48.1% | 219,000 | -50.1% | 0.91% | -53.8% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $7,847,000 | +17.3% | 82,541 | +14.8% | 0.89% | +4.5% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $7,695,000 | -46.3% | 25,086 | -92.0% | 0.87% | -52.1% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $7,374,000 | +57.9% | 286,354 | +53.6% | 0.83% | +40.6% |
| WMT | Sell | WALMART INC | $7,194,000 | -3.5% | 51,016 | -7.1% | 0.81% | -14.0% |
| DIS | Buy | DISNEY WALT CO | $6,731,000 | +0.1% | 38,304 | +5.1% | 0.76% | -10.8% |
| XHE | Sell | SPDR SER TRhlth cr equip | $6,715,000 | -37.2% | 51,962 | -41.9% | 0.76% | -44.1% |
| CLOU | Sell | GLOBAL X FDS | $6,618,000 | +5.5% | 231,818 | -4.9% | 0.75% | -6.0% |
| IGV | Sell | ISHARES TRexpanded tech | $6,603,000 | -2.7% | 16,928 | -14.8% | 0.75% | -13.2% |
| FB | Buy | FACEBOOK INCcl a | $6,533,000 | +57.8% | 18,789 | +33.7% | 0.74% | +40.8% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $5,973,000 | -14.8% | 56,366 | -23.0% | 0.68% | -24.2% |
| ESGD | ISHARES TResg aw msci eafe | $5,848,000 | +4.1% | 74,000 | 0.0% | 0.66% | -7.3% | |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $5,762,000 | -0.1% | 23,317 | -7.6% | 0.65% | -10.9% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $5,446,000 | -39.0% | 116,459 | -45.5% | 0.62% | -45.7% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $5,335,000 | +24.7% | 52,095 | +19.9% | 0.60% | +11.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $5,294,000 | +9.5% | 29,652 | +3.0% | 0.60% | -2.4% |
| NOW | Buy | SERVICENOW INC | $5,058,000 | +419.8% | 9,203 | +372.9% | 0.57% | +361.3% |
| BIDU | Buy | BAIDU INCspon adr rep a | $4,843,000 | +24.2% | 23,751 | +32.6% | 0.55% | +10.7% |
| TWTR | Sell | TWITTER INC | $4,672,000 | +1.3% | 67,901 | -6.3% | 0.53% | -9.7% |
| ZS | Sell | ZSCALER INC | $4,497,000 | +14.8% | 20,813 | -8.8% | 0.51% | +2.4% |
| KLAC | Buy | KLA CORP | $4,307,000 | +41.3% | 13,286 | +44.0% | 0.49% | +25.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,284,000 | +10.8% | 15,415 | +1.8% | 0.48% | -1.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,262,000 | -2.2% | 27,400 | -4.3% | 0.48% | -12.8% |
| XAR | Buy | SPDR SER TRaerospace def | $3,850,000 | +9.8% | 29,098 | +4.2% | 0.44% | -2.2% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $3,679,000 | +22.2% | 31,679 | +17.8% | 0.42% | +8.9% |
| VEEV | Sell | VEEVA SYS INC | $3,654,000 | +16.8% | 11,750 | -1.9% | 0.41% | +4.0% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $3,491,000 | +3.8% | 36,941 | +1.8% | 0.40% | -7.5% |
| BLK | Sell | BLACKROCK INC | $3,491,000 | +15.1% | 3,990 | -0.8% | 0.40% | +2.6% |
| IDEV | Sell | ISHARES TRcore msci intl | $3,360,000 | -52.7% | 49,813 | -54.7% | 0.38% | -57.9% |
| IGSB | Buy | ISHARES TR | $3,286,000 | +8.6% | 59,947 | +8.3% | 0.37% | -3.1% |
| ABBV | Sell | ABBVIE INC | $3,289,000 | +1.3% | 29,195 | -2.7% | 0.37% | -9.7% |
| SQ | Sell | SQUARE INCcl a | $3,267,000 | +7.0% | 13,400 | -0.3% | 0.37% | -4.7% |
| SAM | New | BOSTON BEER INCcl a | $3,110,000 | – | 3,047 | +100.0% | 0.35% | – |
| URTH | ISHARES INCmsci world etf | $2,911,000 | +6.8% | 23,000 | 0.0% | 0.33% | -4.9% | |
| SWKS | New | SKYWORKS SOLUTIONS INC | $2,804,000 | – | 14,621 | +100.0% | 0.32% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,756,000 | +78.7% | 12,016 | +72.1% | 0.31% | +59.2% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $2,693,000 | -6.8% | 20,629 | -7.3% | 0.30% | -16.9% |
| PFE | Sell | PFIZER INC | $2,655,000 | -5.3% | 67,788 | -12.4% | 0.30% | -15.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,479,000 | +2.8% | 6,790 | +0.3% | 0.28% | -8.5% |
| KBA | Sell | KRANESHARES TRbosera msci ch | $2,399,000 | -3.2% | 50,148 | -10.5% | 0.27% | -14.0% |
| TGT | Sell | TARGET CORP | $2,323,000 | +18.6% | 9,608 | -2.9% | 0.26% | +5.6% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $2,295,000 | +5.4% | 9,373 | -6.1% | 0.26% | -5.8% |
| LLY | Buy | LILLY ELI & CO | $2,289,000 | +30.5% | 9,974 | +6.3% | 0.26% | +16.1% |
| NIO | Buy | NIO INCspon ads | $2,244,000 | +958.5% | 42,189 | +674.1% | 0.25% | +840.7% |
| EPAM | Sell | EPAM SYS INC | $2,125,000 | +26.6% | 4,159 | -1.7% | 0.24% | +12.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,109,000 | +30.0% | 6,114 | +24.5% | 0.24% | +16.0% |
| WIX | Sell | WIX COM LTD | $2,068,000 | +2.4% | 7,123 | -1.5% | 0.23% | -8.6% |
| EWT | Sell | ISHARES INCmsci taiwan etf | $2,061,000 | +4.8% | 32,228 | -1.7% | 0.23% | -6.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $2,042,000 | +6.9% | 37,910 | -2.7% | 0.23% | -4.9% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $2,036,000 | +7.2% | 3,477 | -13.0% | 0.23% | -4.6% |
| ASML | Sell | ASML HOLDING N V | $2,035,000 | +3.5% | 2,945 | -7.5% | 0.23% | -8.0% |
| C | Buy | CITIGROUP INC | $2,011,000 | +162.5% | 28,424 | +169.8% | 0.23% | +134.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,936,000 | +26.8% | 80,214 | +15.7% | 0.22% | +12.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,907,000 | +71.2% | 781 | +44.6% | 0.22% | +53.2% |
| MDY | Sell | SPDR S&P MIDCAP 400utser1 s&pdcrp | $1,888,000 | -87.6% | 6,156 | -80.8% | 0.21% | -88.9% |
| MSCI | Buy | MSCI INC | $1,864,000 | +38.3% | 3,497 | +8.7% | 0.21% | +23.4% |
| PEJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $1,865,000 | -39.3% | 35,681 | -46.6% | 0.21% | -45.9% |
| MCFE | Sell | MCAFEE CORP | $1,796,000 | +22.7% | 64,080 | -0.5% | 0.20% | +9.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,769,000 | -4.2% | 8,504 | -21.7% | 0.20% | -14.5% |
| CSCO | CISCO SYS INC | $1,691,000 | +2.5% | 31,906 | 0.0% | 0.19% | -8.6% | |
| WFC | Sell | WELLS FARGO CO NEW | $1,653,000 | -28.4% | 36,498 | -38.3% | 0.19% | -36.2% |
| KKR | Buy | KKR & CO INC | $1,631,000 | +21.8% | 27,529 | +0.5% | 0.18% | +8.2% |
| NNOX | Buy | NANO X IMAGING LTD | $1,584,000 | -16.8% | 49,437 | +7.6% | 0.18% | -26.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,579,000 | -4.4% | 18,327 | -4.3% | 0.18% | -14.8% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,577,000 | +13.8% | 19,476 | +3.0% | 0.18% | +1.1% |
| BAC | Sell | BK OF AMERICA CORP | $1,562,000 | -2.6% | 37,883 | -8.6% | 0.18% | -13.2% |
| MRK | Buy | MERCK & CO INC | $1,530,000 | +5.3% | 19,671 | +4.4% | 0.17% | -6.0% |
| WDAY | Sell | WORKDAY INCcl a | $1,527,000 | -13.0% | 6,398 | -9.5% | 0.17% | -22.4% |
| MELI | Sell | MERCADOLIBRE INC | $1,461,000 | -16.0% | 938 | -20.6% | 0.16% | -25.3% |
| PANW | Sell | PALO ALTO NETWORKS INC | $1,456,000 | +14.3% | 3,923 | -0.9% | 0.16% | +1.9% |
| ITB | Buy | ISHARES TRus home cons etf | $1,396,000 | +167.9% | 20,164 | +162.7% | 0.16% | +139.4% |
| MS | Buy | MORGAN STANLEY | $1,390,000 | +28.2% | 15,162 | +8.7% | 0.16% | +13.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,382,000 | -2.3% | 16,704 | -2.5% | 0.16% | -12.8% |
| JD | Sell | JD.COM INCspon adr cl a | $1,343,000 | -9.6% | 16,829 | -4.4% | 0.15% | -19.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,333,000 | -27.3% | 8,089 | -27.5% | 0.15% | -35.2% |
| PICK | New | ISHARES INCmsci gbl etf new | $1,338,000 | – | 29,620 | +100.0% | 0.15% | – |
| ABT | Buy | ABBOTT LABS | $1,274,000 | +17.5% | 10,987 | +21.5% | 0.14% | +4.3% |
| FIVG | Sell | ETF SER SOLUTIONSdefiance next | $1,270,000 | +4.8% | 33,380 | -3.0% | 0.14% | -6.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,247,000 | +12.3% | 3,114 | +4.4% | 0.14% | 0.0% |
| ADSK | Sell | AUTODESK INC | $1,218,000 | -62.2% | 4,172 | -64.1% | 0.14% | -66.3% |
| SPLK | Buy | SPLUNK INC | $1,197,000 | +95.3% | 8,281 | +83.1% | 0.14% | +73.1% |
| IBB | Sell | ISHARES TRishares biotech | $1,189,000 | +8.4% | 7,267 | -0.3% | 0.13% | -3.6% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $1,184,000 | +2.3% | 7,447 | -7.2% | 0.13% | -8.8% |
| NKE | Sell | NIKE INCcl b | $1,153,000 | -34.4% | 7,465 | -43.6% | 0.13% | -41.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,145,000 | +39.8% | 3,025 | +36.5% | 0.13% | +24.0% |
| NOK | Sell | NOKIA CORPsponsored adr | $1,121,000 | +33.6% | 210,690 | -0.6% | 0.13% | +19.8% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $1,075,000 | +2.1% | 30,757 | -3.2% | 0.12% | -9.0% |
| SHAK | New | SHAKE SHACK INCcl a | $1,074,000 | – | 10,040 | +100.0% | 0.12% | – |
| QCOM | Buy | QUALCOMM INC | $1,062,000 | +122.2% | 7,433 | +106.1% | 0.12% | +96.7% |
| MU | Sell | MICRON TECHNOLOGY INC | $1,038,000 | -13.6% | 12,216 | -10.3% | 0.12% | -23.5% |
| NVO | NOVO-NORDISK A Sadr | $1,019,000 | +24.1% | 12,170 | 0.0% | 0.12% | +10.6% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,011,000 | +17.3% | 10,761 | -2.0% | 0.11% | +4.6% |
| LYFT | LYFT INC | $973,000 | -4.3% | 16,090 | 0.0% | 0.11% | -14.7% | |
| CQQQ | Sell | INVESCO EXCH TRADED FD TR IIchina technlgy | $974,000 | -4.4% | 11,565 | -7.6% | 0.11% | -14.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $969,000 | +21.7% | 1,921 | +10.1% | 0.11% | +8.9% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $966,000 | +28.1% | 7,404 | +11.7% | 0.11% | +13.5% |
| TDC | New | TERADATA CORP DEL | $964,000 | – | 19,300 | +100.0% | 0.11% | – |
| IBUY | Sell | AMPLIFY ETF TRonlin retl etf | $937,000 | 0.0% | 7,229 | -4.2% | 0.11% | -10.9% |
| TME | Sell | TENCENT MUSIC ENTMT GROUPspon ads | $931,000 | -35.9% | 60,145 | -15.2% | 0.10% | -42.9% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $910,000 | -3.4% | 4,631 | -6.9% | 0.10% | -14.2% |
| CVS | Sell | CVS HEALTH CORP | $906,000 | +2.5% | 10,864 | -7.5% | 0.10% | -8.9% |
| ABNB | Sell | AIRBNB INC | $901,000 | -68.2% | 5,886 | -61.0% | 0.10% | -71.7% |
| HDV | Buy | ISHARES TRcore high dv etf | $848,000 | +12.8% | 8,789 | +10.9% | 0.10% | +1.1% |
| GRID | Sell | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $846,000 | +5.4% | 9,140 | -1.8% | 0.10% | -5.9% |
| HON | Buy | HONEYWELL INTL INC | $841,000 | +49.6% | 3,834 | +48.2% | 0.10% | +33.8% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $825,000 | -0.1% | 14,957 | -3.4% | 0.09% | -11.4% |
| UBER | UBER TECHNOLOGIES INC | $806,000 | -8.1% | 16,090 | 0.0% | 0.09% | -18.0% | |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $798,000 | +2.2% | 2,996 | -3.4% | 0.09% | -9.1% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $779,000 | +30.7% | 7,525 | +5.6% | 0.09% | +15.8% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $769,000 | +5.2% | 4,971 | 0.0% | 0.09% | -6.5% | |
| FINX | Buy | GLOBAL X FDSfintech etf | $755,000 | +8.2% | 15,833 | +0.1% | 0.08% | -4.5% |
| TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $754,000 | -7.3% | 8,439 | -4.8% | 0.08% | -17.5% |
| AMAT | Buy | APPLIED MATLS INC | $734,000 | +202.1% | 5,153 | +183.4% | 0.08% | +167.7% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $726,000 | -78.3% | 30,947 | -77.5% | 0.08% | -80.7% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $700,000 | -1.3% | 31,603 | -1.4% | 0.08% | -12.2% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $683,000 | -27.0% | 69,038 | -14.8% | 0.08% | -35.3% |
| FNI | FIRST TR EXCHANGE TRADED FDchindia etf | $671,000 | +1.7% | 10,750 | 0.0% | 0.08% | -9.5% | |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $665,000 | +12.1% | 2,845 | +9.4% | 0.08% | 0.0% |
| VWOB | VANGUARD WHITEHALL FDSemerg mkt bd etf | $657,000 | +3.0% | 8,236 | 0.0% | 0.07% | -8.6% | |
| XPH | Sell | SPDR SER TRs&p pharmac | $645,000 | -5.4% | 12,462 | -8.0% | 0.07% | -16.1% |
| PSX | Buy | PHILLIPS 66 | $631,000 | +17.7% | 7,347 | +11.8% | 0.07% | +4.4% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $617,000 | +121.9% | 9,180 | +108.3% | 0.07% | +100.0% |
| SBUX | Buy | STARBUCKS CORP | $577,000 | +11.8% | 5,162 | +9.3% | 0.06% | 0.0% |
| BA | Sell | BOEING CO | $575,000 | -11.7% | 2,402 | -6.0% | 0.06% | -21.7% |
| NEE | Sell | NEXTERA ENERGY INC | $572,000 | -45.6% | 7,801 | -43.9% | 0.06% | -51.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $566,000 | +34.8% | 616 | +8.3% | 0.06% | +20.8% |
| EDOC | Buy | GLOBAL X FDStelmdc&dig etf | $566,000 | +3.7% | 29,337 | +2.8% | 0.06% | -7.2% |
| GXC | SPDR INDEX SHS FDSs&p china etf | $560,000 | +1.3% | 4,219 | 0.0% | 0.06% | -10.0% | |
| REM | New | ISHARES TRmortge rel etf | $535,000 | – | 14,422 | +100.0% | 0.06% | – |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $534,000 | -3.4% | 10,501 | -3.5% | 0.06% | -14.3% |
| REET | Buy | ISHARES TRglobal reit etf | $511,000 | +31.4% | 18,436 | +20.8% | 0.06% | +18.4% |
| LEN | Sell | LENNAR CORPcl a | $517,000 | -29.1% | 5,200 | -27.8% | 0.06% | -37.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $508,000 | +34.0% | 4,989 | +20.8% | 0.06% | +18.8% |
| PEP | Buy | PEPSICO INC | $492,000 | +48.2% | 3,323 | +41.7% | 0.06% | +33.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $491,000 | -12.0% | 7,347 | -16.8% | 0.06% | -21.1% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $466,000 | +90.2% | 4,885 | +85.7% | 0.05% | +71.0% |
| GE | Sell | GENERAL ELECTRIC CO | $469,000 | -14.3% | 34,843 | -16.3% | 0.05% | -23.2% |
| ARRY | Sell | ARRAY TECHNOLOGIES INC | $471,000 | -63.3% | 30,200 | -29.9% | 0.05% | -67.5% |
| DVY | ISHARES TRselect divid etf | $467,000 | +2.2% | 4,005 | 0.0% | 0.05% | -8.6% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $463,000 | +4.0% | 1,160 | -6.5% | 0.05% | -7.1% |
| AXP | AMERICAN EXPRESS CO | $464,000 | +16.6% | 2,811 | 0.0% | 0.05% | +2.0% | |
| U | Sell | UNITY SOFTWARE INC | $448,000 | -35.3% | 4,075 | -40.9% | 0.05% | -42.0% |
| VMW | Sell | VMWARE INC | $446,000 | +1.1% | 2,787 | -5.0% | 0.05% | -10.7% |
| JEF | New | JEFFERIES FINL GROUP INC | $438,000 | – | 12,800 | +100.0% | 0.05% | – |
| LRCX | Buy | LAM RESEARCH CORP | $441,000 | +107.0% | 678 | +89.9% | 0.05% | +85.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $441,000 | +23.5% | 2,341 | +19.1% | 0.05% | +11.1% |
| CAT | Sell | CATERPILLAR INC | $443,000 | -20.0% | 2,038 | -14.7% | 0.05% | -28.6% |
| T | Buy | AT&T INC | $435,000 | -2.5% | 15,108 | +2.6% | 0.05% | -14.0% |
| VLO | Buy | VALERO ENERGY CORP | $434,000 | +14.5% | 5,552 | +4.8% | 0.05% | +2.1% |
| MCD | MCDONALDS CORP | $434,000 | +3.1% | 1,878 | 0.0% | 0.05% | -7.5% | |
| ASHR | Sell | DBX ETF TRxtrack hrvst csi | $430,000 | -17.5% | 10,607 | -21.3% | 0.05% | -25.8% |
| BOND | PIMCO ETF TRactive bd etf | $422,000 | +1.4% | 3,801 | 0.0% | 0.05% | -9.4% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $422,000 | -0.7% | 16,010 | 0.0% | 0.05% | -11.1% | |
| NSC | Buy | NORFOLK SOUTHN CORP | $425,000 | +8.4% | 1,600 | +9.6% | 0.05% | -4.0% |
| PNQI | Sell | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $420,000 | -13.9% | 1,635 | -22.7% | 0.05% | -24.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $405,000 | +3.8% | 5,499 | -2.6% | 0.05% | -8.0% |
| MTUM | ISHARES TRmsci usa mmentm | $405,000 | +7.7% | 2,338 | 0.0% | 0.05% | -4.2% | |
| JETS | Sell | ETF SER SOLUTIONSus glb jets | $399,000 | -32.0% | 16,486 | -24.5% | 0.04% | -40.0% |
| CWB | SPDR SER TRblmbrg brc cnvrt | $378,000 | +3.8% | 4,364 | 0.0% | 0.04% | -6.5% | |
| SMH | Sell | VANECK VECTORS ETF TRsemiconductor et | $377,000 | +5.0% | 1,438 | -2.5% | 0.04% | -6.5% |
| UNP | Buy | UNION PAC CORP | $364,000 | +21.7% | 1,657 | +22.0% | 0.04% | +7.9% |
| SNOW | Sell | SNOWFLAKE INCcl a | $351,000 | -8.8% | 1,453 | -13.5% | 0.04% | -18.4% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $353,000 | +2.0% | 13,382 | -9.9% | 0.04% | -9.1% |
| LOW | Sell | LOWES COS INC | $350,000 | -0.8% | 1,805 | -2.7% | 0.04% | -11.1% |
| VOO | Buy | VANGUARD INDEX FDS | $342,000 | +18.8% | 870 | +10.1% | 0.04% | +5.4% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $339,000 | -10.3% | 13,015 | -10.1% | 0.04% | -20.8% |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $328,000 | +7.9% | 11,598 | +1.1% | 0.04% | -5.1% |
| XTN | New | SPDR SER TRs&p transn etf | $324,000 | – | 3,810 | +100.0% | 0.04% | – |
| IGIB | Buy | ISHARES TR | $326,000 | +10.9% | 5,391 | +8.7% | 0.04% | 0.0% |
| CHIQ | GLOBAL X FDSmsci china cnsmr | $316,000 | +5.7% | 8,920 | 0.0% | 0.04% | -5.3% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $313,000 | +35.5% | 8,446 | +20.2% | 0.04% | +20.7% |
| ITA | Sell | ISHARES TRus aer def etf | $307,000 | +4.4% | 2,800 | -0.9% | 0.04% | -5.4% |
| DHR | Sell | DANAHER CORPORATION | $311,000 | +12.7% | 1,160 | -5.5% | 0.04% | 0.0% |
| PG | PROCTER AND GAMBLE CO | $298,000 | -0.3% | 2,207 | 0.0% | 0.03% | -10.5% | |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $305,000 | +7.0% | 4,497 | +6.1% | 0.03% | -5.6% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $299,000 | +30.0% | 3,397 | +28.9% | 0.03% | +17.2% |
| BSX | New | BOSTON SCIENTIFIC CORP | $304,000 | – | 7,107 | +100.0% | 0.03% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $290,000 | – | 3,400 | +100.0% | 0.03% | – |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $286,000 | +36.8% | 1,325 | +28.4% | 0.03% | +18.5% |
| AX | Sell | AXOS FINANCIAL INC | $285,000 | -7.5% | 6,142 | -6.1% | 0.03% | -17.9% |
| MRNA | New | MODERNA INC | $273,000 | – | 1,161 | +100.0% | 0.03% | – |
| CMCSA | COMCAST CORP NEWcl a | $270,000 | +5.5% | 4,736 | 0.0% | 0.03% | -3.1% | |
| IWB | ISHARES TRrus 1000 etf | $263,000 | +8.2% | 1,085 | 0.0% | 0.03% | -3.2% | |
| IYH | Sell | ISHARES TRus hlthcare etf | $269,000 | +4.7% | 987 | -2.9% | 0.03% | -9.1% |
| DXCM | Sell | DEXCOM INC | $262,000 | -5.8% | 613 | -20.8% | 0.03% | -14.3% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $257,000 | +27.2% | 4,236 | +15.4% | 0.03% | +11.5% |
| EWY | Sell | ISHARES INCmsci sth kor etf | $246,000 | -36.9% | 2,637 | -39.3% | 0.03% | -44.0% |
| DBGR | DBX ETF TRxtrack msci grmy | $248,000 | +2.1% | 7,683 | 0.0% | 0.03% | -9.7% | |
| WFH | Sell | DIREXION SHS ETF TRwork from home | $243,000 | -37.4% | 3,203 | -43.6% | 0.03% | -44.9% |
| PTH | Sell | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $235,000 | -79.1% | 1,415 | -80.2% | 0.03% | -81.1% |
| JNK | New | SPDR SER TRbloomberg brclys | $242,000 | – | 2,200 | +100.0% | 0.03% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $234,000 | – | 1,294 | +100.0% | 0.03% | – |
| COST | New | COSTCO WHSL CORP NEW | $229,000 | – | 579 | +100.0% | 0.03% | – |
| ZTS | New | ZOETIS INCcl a | $232,000 | – | 1,245 | +100.0% | 0.03% | – |
| BKNG | Sell | BOOKING HOLDINGS INC | $221,000 | -13.7% | 101 | -8.2% | 0.02% | -21.9% |
| SDY | SPDR SER TRs&p divid etf | $225,000 | +3.2% | 1,844 | 0.0% | 0.02% | -10.7% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $222,000 | -32.5% | 1,695 | -38.2% | 0.02% | -40.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $215,000 | -3.2% | 1,565 | -7.1% | 0.02% | -14.3% |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $205,000 | – | 921 | +100.0% | 0.02% | – |
| TOL | New | TOLL BROTHERS INC | $202,000 | – | 3,501 | +100.0% | 0.02% | – |
| ERIC | Sell | ERICSSONadr b sek 10 | $191,000 | -14.3% | 15,200 | -10.1% | 0.02% | -21.4% |
| IGSB | ISHARES TRsh tr crport etf | $153,000 | +200.0% | 2,790 | 0.0% | 0.02% | +183.3% | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $33,000 | +10.0% | 13,000 | 0.0% | 0.00% | 0.0% | |
| CS | Exit | CREDIT SUISSE GROUPsponsored adr | $0 | – | -17,056 | -100.0% | -0.02% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -1,741 | -100.0% | -0.03% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -2,951 | -100.0% | -0.03% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -948 | -100.0% | -0.03% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -403 | -100.0% | -0.03% | – |
| EIDO | Exit | ISHARES TRmsci indonia etf | $0 | – | -11,887 | -100.0% | -0.03% | – |
| TSEM | Exit | TOWER SEMICONDUCTOR LTD | $0 | – | -9,195 | -100.0% | -0.03% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,724 | -100.0% | -0.04% | – |
| URGN | Exit | UROGEN PHARMA LTD | $0 | – | -14,450 | -100.0% | -0.04% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -2,035 | -100.0% | -0.05% | – |
| SONY | Exit | SONY CORPsponsored adr | $0 | – | -4,360 | -100.0% | -0.06% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -4,058 | -100.0% | -0.07% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR TRUST SERIES 1-ETF | 40 | Q3 2023 | 10.2% |
| CHECK POINT SOFTWARE TECH LT | 40 | Q3 2023 | 11.3% |
| SELECT SECTOR SPDR TR | 40 | Q3 2023 | 7.2% |
| TECHNOLOGY SELECT SECT SPDR-ETF | 40 | Q3 2023 | 5.8% |
| SELECT SECTOR SPDR TR | 40 | Q3 2023 | 4.6% |
| WELLS FARGO & CO -SHS | 40 | Q3 2023 | 2.8% |
| FIRST TR EXCHANGE-TRADED FD | 40 | Q3 2023 | 9.3% |
| JPMORGAN CHASE & CO -SHS | 40 | Q3 2023 | 2.0% |
| PFIZER INC -SHS | 40 | Q3 2023 | 1.3% |
| ISHARES TR | 40 | Q3 2023 | 1.6% |
View BANK HAPOALIM BM's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| TOWER SEMICONDUCTOR LTD | January 11, 2016 | ? | ? |
| LUMENIS LTD | February 08, 2010 | 11,911,300 | 5.5% |
| RETALIX LTD | February 06, 2007 | 734,966 | 3.8% |
| GILAT SATELLITE NETWORKS LTD | January 11, 2007 | ? | ? |
| NUR MACROPRINTERS LTD | June 06, 2006 | 4,908,396 | 7.5% |
| AMERICAN ISRAELI PAPER MILLS LTD | February 14, 2006 | 110,660 | 2.8% |
| ELBIT SYSTEMS LTD | February 14, 2006 | 1,971,930 | 4.8% |
| ELRON ELECTRONIC INDUSTRIES LTD /NY/ | February 14, 2006 | 1,273,301 | 4.4% |
| NICE SYSTEMS LTD | February 14, 2006 | 925,918 | 3.9% |
| MATAV CABLE SYSTEMS MEDIA LTD | February 17, 2004 | 169,925,079 | 5.6% |
View BANK HAPOALIM BM's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-04 |
View BANK HAPOALIM BM'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.