$961 Million is the total value of BANK HAPOALIM BM's 209 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 34.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $38,827,000 | -4.7% | 383,393 | +1.1% | 4.04% | -1.2% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $37,785,000 | -15.7% | 378,682 | -10.7% | 3.93% | -12.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $34,783,000 | -8.4% | 84,290 | +5.4% | 3.62% | -5.0% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $34,604,000 | -5.9% | 720,322 | 0.0% | 3.60% | -2.4% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $31,233,000 | +174.4% | 580,000 | +480.0% | 3.25% | +184.4% |
| MSFT | Sell | MICROSOFT CORP | $26,428,000 | -12.7% | 85,718 | -4.8% | 2.75% | -9.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $23,844,000 | -6.2% | 8,538 | -2.8% | 2.48% | -2.7% |
| VOO | Buy | VANGUARD INDEX FDS | $23,187,000 | +70.7% | 48,508 | +56.0% | 2.41% | +77.1% |
| SOXX | Buy | ISHARES TRishares semicdtr | $21,665,000 | +20.5% | 45,777 | +38.1% | 2.26% | +24.9% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $20,633,000 | +11.6% | 64,006 | -2.9% | 2.15% | +15.7% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $18,580,000 | -6.0% | 542,000 | 0.0% | 1.93% | -2.6% | |
| SPLG | SPDR SER TRportfolio s&p500 | $16,205,000 | -4.8% | 305,000 | 0.0% | 1.69% | -1.3% | |
| CIBR | Sell | NASDAQ CYB ETFnasdaq cyb etf | $16,184,000 | -14.0% | 304,721 | -14.5% | 1.68% | -10.8% |
| IVV | New | ISHARES TRcore s&p500 etf | $15,213,000 | – | 33,500 | +100.0% | 1.58% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $15,135,000 | – | 212,000 | +100.0% | 1.58% | – |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $15,060,000 | -12.0% | 247,051 | -5.0% | 1.57% | -8.8% |
| IJH | New | ISHARES TRcore s&p mcp etf | $15,027,000 | – | 56,000 | +100.0% | 1.56% | – |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $14,842,000 | -41.6% | 278,000 | +23.6% | 1.54% | -39.5% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $14,803,000 | – | 71,000 | +100.0% | 1.54% | – |
| AAPL | Sell | APPLE INC | $14,723,000 | -6.1% | 84,366 | -4.5% | 1.53% | -2.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $14,581,000 | +6558.0% | 64,000 | +6956.2% | 1.52% | +6800.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $14,544,000 | +3.5% | 40,116 | +13.5% | 1.51% | +7.3% |
| IEFA | New | ISHARES TRcore msci eafe | $14,458,000 | – | 208,000 | +100.0% | 1.50% | – |
| New | INVESCO QQQ TRunit ser 1 | $14,139,000 | – | 39,000 | +100.0% | 1.47% | – | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $13,916,000 | +7.0% | 101,587 | +10.1% | 1.45% | +11.0% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $13,278,000 | +13.6% | 238,892 | +19.4% | 1.38% | +17.7% |
| AMZN | Buy | AMAZON COM INC | $12,753,000 | -0.5% | 3,913 | +1.8% | 1.33% | +3.2% |
| SUSA | ISHARES TRmsci usa esg slc | $12,008,000 | -8.9% | 124,000 | 0.0% | 1.25% | -5.5% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $11,852,000 | -4.9% | 183,410 | 0.0% | 1.23% | -1.4% | |
| IGV | Buy | ISHARES TRexpanded tech | $11,829,000 | +21.9% | 34,292 | +40.6% | 1.23% | +26.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $11,508,000 | +3.8% | 72,411 | +13.6% | 1.20% | +7.6% |
| PFE | Sell | PFIZER INC | $11,199,000 | -16.4% | 216,325 | -4.6% | 1.17% | -13.2% |
| XLG | Buy | INVESCO EXCH TRADED FDs&p 500 top 50 | $11,117,000 | +50.6% | 31,628 | +58.1% | 1.16% | +56.1% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $10,944,000 | +1.7% | 285,593 | +3.6% | 1.14% | +5.5% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $10,864,000 | -32.1% | 128,887 | -23.7% | 1.13% | -29.6% |
| KLAC | Buy | KLA CORP | $8,616,000 | +45.8% | 23,538 | +71.3% | 0.90% | +51.3% |
| CRM | Buy | SALESFORCE COM INC | $8,314,000 | -8.3% | 39,156 | +9.8% | 0.86% | -4.9% |
| CLOU | Buy | GLOBAL X FDS | $8,193,000 | +43.9% | 372,614 | +73.5% | 0.85% | +49.1% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $8,005,000 | +1.7% | 283,064 | +3.5% | 0.83% | +5.4% |
| NVDA | Sell | NVIDIA CORPORATION | $7,809,000 | -31.0% | 28,620 | -25.6% | 0.81% | -28.4% |
| V | Sell | VISA INC | $7,674,000 | -6.9% | 34,604 | -9.1% | 0.80% | -3.5% |
| KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $7,422,000 | +10.7% | 116,447 | +17.9% | 0.77% | +14.9% |
| EFA | New | ISHARES TRmsci eafe etf | $7,283,000 | – | 99,000 | +100.0% | 0.76% | – |
| ABBV | Buy | ABBVIE INC | $6,822,000 | +54.3% | 42,081 | +28.8% | 0.71% | +59.9% |
| BX | Sell | BLACKSTONE INC | $6,707,000 | -9.5% | 52,839 | -7.8% | 0.70% | -6.2% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $6,584,000 | -60.8% | 65,100 | -58.6% | 0.68% | -59.4% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $5,985,000 | +4.3% | 32,352 | +15.2% | 0.62% | +8.2% |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $5,968,000 | -61.5% | 21,097 | -60.5% | 0.62% | -60.1% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $5,900,000 | -21.6% | 172,781 | -17.0% | 0.61% | -18.8% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $5,697,000 | +11.5% | 41,203 | -6.0% | 0.59% | +15.6% |
| ESGD | ISHARES TResg aw msci eafe | $5,456,000 | -7.2% | 74,000 | 0.0% | 0.57% | -3.7% | |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $5,060,000 | -12.8% | 49,134 | -10.4% | 0.53% | -9.5% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $4,909,000 | -29.8% | 57,052 | -24.3% | 0.51% | -27.2% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $4,785,000 | -7.0% | 18,810 | -2.6% | 0.50% | -3.7% |
| KLIC | Buy | KULICKE & SOFFA INDS INC | $4,586,000 | +401.2% | 81,855 | +441.6% | 0.48% | +418.5% |
| XAR | Buy | SPDR SER TRaerospace def | $4,487,000 | +62.9% | 35,986 | +52.2% | 0.47% | +69.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,472,000 | +7.1% | 12,671 | -9.3% | 0.47% | +11.2% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $4,352,000 | +361.5% | 150,000 | +472.0% | 0.45% | +376.8% |
| FB | Buy | META PLATFORMS INCcl a | $4,179,000 | -16.3% | 18,794 | +26.6% | 0.44% | -13.2% |
| WCLD | New | WISDOMTREE TR | $3,932,000 | – | 96,153 | +100.0% | 0.41% | – |
| QCOM | Buy | QUALCOMM INC | $3,832,000 | +115.4% | 25,075 | +157.8% | 0.40% | +122.9% |
| TWTR | Buy | TWITTER INC | $3,689,000 | +8.2% | 95,357 | +20.9% | 0.38% | +12.3% |
| WMT | Sell | WALMART INC | $3,518,000 | -52.4% | 23,626 | -53.8% | 0.37% | -50.7% |
| NOW | Sell | SERVICENOW INC | $3,443,000 | -41.7% | 6,183 | -32.0% | 0.36% | -39.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $3,317,000 | -39.9% | 28,681 | -1.9% | 0.34% | -37.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,312,000 | -17.0% | 24,299 | -3.6% | 0.34% | -14.0% |
| EPAM | Buy | EPAM SYS INC | $3,292,000 | +20.5% | 11,099 | +171.4% | 0.34% | +25.2% |
| VEEV | Buy | VEEVA SYS INC | $3,272,000 | -11.2% | 15,400 | +6.8% | 0.34% | -7.8% |
| TGT | Buy | TARGET CORP | $3,274,000 | +42.8% | 15,428 | +55.8% | 0.34% | +48.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,267,000 | +69.1% | 6,407 | +66.5% | 0.34% | +75.3% |
| ABNB | Buy | AIRBNB INC | $3,151,000 | +251.7% | 18,345 | +240.7% | 0.33% | +264.4% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $3,086,000 | -58.1% | 25,518 | -54.1% | 0.32% | -56.6% |
| ZS | Sell | ZSCALER INC | $2,972,000 | -45.2% | 12,317 | -27.0% | 0.31% | -43.3% |
| DIS | Sell | DISNEY WALT CO | $2,888,000 | -31.5% | 21,056 | -22.6% | 0.30% | -28.8% |
| XHE | Sell | SPDR SER TRhlth cr equip | $2,885,000 | -27.8% | 25,749 | -24.4% | 0.30% | -25.2% |
| ASML | Buy | ASML HOLDING N V | $2,853,000 | -10.8% | 4,272 | +6.3% | 0.30% | -7.5% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $2,802,000 | -40.9% | 30,950 | -31.9% | 0.29% | -38.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $2,547,000 | -30.9% | 23,406 | -24.5% | 0.26% | -28.4% |
| LLY | Sell | LILLY ELI & CO | $2,534,000 | -8.7% | 8,848 | -11.9% | 0.26% | -5.4% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $2,449,000 | – | 24,719 | +100.0% | 0.26% | – |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $2,378,000 | +20.2% | 92,129 | +2.2% | 0.25% | +24.6% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $2,347,000 | +36.9% | 30,706 | -0.6% | 0.24% | +41.9% |
| AJRD | Buy | AEROJET ROCKETDYNE HLDGS INC | $2,314,000 | +20.6% | 58,795 | +43.2% | 0.24% | +24.9% |
| BIDU | Buy | BAIDU INCspon adr rep a | $2,250,000 | +26.1% | 17,006 | +41.7% | 0.23% | +30.7% |
| MRK | Buy | MERCK & CO INC | $2,193,000 | +13.7% | 26,731 | +6.2% | 0.23% | +17.5% |
| XLC | Buy | SELECT SECTOR SPDR TR | $2,171,000 | +36.9% | 31,558 | +54.5% | 0.23% | +42.1% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $2,158,000 | -7.9% | 16,190 | +7.3% | 0.22% | -4.3% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $2,121,000 | -10.6% | 17,378 | -5.7% | 0.22% | -7.1% |
| GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $2,097,000 | +31.6% | 22,295 | +43.6% | 0.22% | +36.2% |
| BLK | Sell | BLACKROCK INC | $2,064,000 | -32.5% | 2,701 | -19.1% | 0.22% | -30.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,022,000 | -11.4% | 727 | -7.7% | 0.21% | -8.3% |
| XM | Buy | QUALTRICS INTL INC | $1,975,000 | -5.9% | 69,160 | +16.6% | 0.21% | -2.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,960,000 | -28.6% | 9,546 | -22.6% | 0.20% | -26.1% |
| SHAK | Buy | SHAKE SHACK INCcl a | $1,932,000 | -1.2% | 28,460 | +5.0% | 0.20% | +2.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,800,000 | -13.3% | 5,036 | -12.9% | 0.19% | -10.5% |
| INDA | Sell | ISHARES TRmsci india etf | $1,608,000 | -24.9% | 36,085 | -22.7% | 0.17% | -22.3% |
| BBY | Buy | BEST BUY INC | $1,603,000 | +17.4% | 17,639 | +31.3% | 0.17% | +21.9% |
| CSCO | Sell | CISCO SYS INC | $1,481,000 | -22.1% | 26,561 | -11.4% | 0.15% | -19.4% |
| BAC | Sell | BK OF AMERICA CORP | $1,477,000 | -20.8% | 35,824 | -14.5% | 0.15% | -17.6% |
| RIO | New | RIO TINTO PLCsponsored adr | $1,483,000 | – | 18,440 | +100.0% | 0.15% | – |
| IGSB | Sell | ISHARES TR | $1,470,000 | -46.8% | 28,415 | -44.6% | 0.15% | -44.8% |
| C | Buy | CITIGROUP INC | $1,469,000 | +0.7% | 27,515 | +13.9% | 0.15% | +4.8% |
| WFC | Sell | WELLS FARGO CO NEW | $1,441,000 | -6.7% | 29,744 | -7.6% | 0.15% | -3.2% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,420,000 | -30.5% | 7,557 | -16.4% | 0.15% | -27.8% |
| PCTY | Buy | PAYLOCITY HLDG CORP | $1,407,000 | +7.2% | 6,838 | +23.0% | 0.15% | +10.6% |
| TDC | Buy | TERADATA CORP DEL | $1,400,000 | +29.9% | 28,411 | +11.9% | 0.15% | +35.2% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,373,000 | +60.2% | 5,960 | +74.5% | 0.14% | +66.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,310,000 | +1.0% | 7,389 | -2.5% | 0.14% | +4.6% |
| LYFT | Buy | LYFT INC | $1,270,000 | +14.8% | 33,085 | +27.8% | 0.13% | +18.9% |
| New | AIRBNB INCnote 3/1 | $1,260,000 | – | 1,298,000 | +100.0% | 0.13% | – | |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $1,263,000 | +19.5% | 7,005 | +28.0% | 0.13% | +23.6% |
| PANW | Sell | PALO ALTO NETWORKS INC | $1,250,000 | -29.1% | 2,008 | -36.6% | 0.13% | -26.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,238,000 | +2.0% | 34,695 | +19.9% | 0.13% | +5.7% |
| ITB | Buy | ISHARES TRus home cons etf | $1,242,000 | -23.4% | 20,963 | +7.2% | 0.13% | -20.9% |
| ABT | Sell | ABBOTT LABS | $1,215,000 | -21.6% | 10,269 | -6.7% | 0.13% | -19.2% |
| JWN | Buy | NORDSTROM INC | $1,202,000 | +163.0% | 44,340 | +119.5% | 0.12% | +171.7% |
| FIVG | Sell | ETF SER SOLUTIONSdefiance next | $1,196,000 | -14.3% | 31,860 | -4.8% | 0.12% | -11.4% |
| FDX | FEDEX CORP | $1,176,000 | -10.5% | 5,082 | 0.0% | 0.12% | -7.6% | |
| GS | New | GOLDMAN SACHS GROUP INC | $1,148,000 | – | 3,479 | +100.0% | 0.12% | – |
| ARRY | Buy | ARRAY TECHNOLOGIES INC | $1,128,000 | -7.8% | 100,100 | +28.4% | 0.12% | -4.9% |
| KARS | Buy | KRANESHARES TRelec veh futur | $1,110,000 | +100.4% | 28,120 | +137.7% | 0.12% | +107.1% |
| NVO | Sell | NOVO-NORDISK A Sadr | $1,113,000 | -18.3% | 10,020 | -17.7% | 0.12% | -15.3% |
| SPLK | Sell | SPLUNK INC | $1,094,000 | -1.2% | 7,359 | -23.1% | 0.11% | +2.7% |
| EWT | Sell | ISHARES INCmsci taiwan etf | $1,084,000 | -46.6% | 17,643 | -42.1% | 0.11% | -44.6% |
| WIX | Sell | WIX COM LTD | $1,053,000 | -36.8% | 10,082 | -4.6% | 0.11% | -34.1% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $1,059,000 | +4.0% | 3,057 | +24.7% | 0.11% | +7.8% |
| NKE | Sell | NIKE INCcl b | $1,029,000 | -25.0% | 7,645 | -7.1% | 0.11% | -22.5% |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $1,032,000 | -29.6% | 13,760 | -22.3% | 0.11% | -27.2% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,026,000 | -31.2% | 13,145 | -28.4% | 0.11% | -28.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $988,000 | -16.4% | 1,672 | -5.6% | 0.10% | -13.4% |
| MS | Sell | MORGAN STANLEY | $954,000 | -29.8% | 10,916 | -21.1% | 0.10% | -27.2% |
| SAM | Buy | BOSTON BEER INCcl a | $933,000 | -11.3% | 2,401 | +15.3% | 0.10% | -8.5% |
| ERIC | Buy | ERICSSONadr b sek 10 | $914,000 | +521.8% | 100,000 | +640.7% | 0.10% | +533.3% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $906,000 | – | 8,686 | +100.0% | 0.09% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $885,000 | +67.9% | 2,006 | +35.3% | 0.09% | +73.6% |
| PPH | Buy | VANECK ETF TRUSTpharmaceutcl etf | $882,000 | +28.0% | 11,061 | +23.5% | 0.09% | +33.3% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $878,000 | -28.6% | 6,672 | -13.3% | 0.09% | -26.0% |
| MU | Sell | MICRON TECHNOLOGY INC | $858,000 | -20.9% | 11,014 | -5.5% | 0.09% | -18.3% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $854,000 | -28.3% | 5,601 | -17.6% | 0.09% | -25.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $849,000 | -60.1% | 2,448 | -58.2% | 0.09% | -58.9% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $842,000 | +2.2% | 4,331 | +6.6% | 0.09% | +6.0% |
| GPS | Buy | GAP INC | $836,000 | +67.5% | 59,403 | +110.0% | 0.09% | +74.0% |
| NOK | Sell | NOKIA CORPsponsored adr | $798,000 | -34.6% | 146,190 | -25.5% | 0.08% | -32.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $793,000 | +70.9% | 2,939 | +95.7% | 0.08% | +76.6% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $788,000 | -27.8% | 7,211 | -5.0% | 0.08% | -25.5% |
| KKR | Sell | KKR & CO INC | $763,000 | -55.7% | 13,047 | -43.6% | 0.08% | -54.3% |
| ADSK | Sell | AUTODESK INC | $754,000 | -27.4% | 3,517 | -4.8% | 0.08% | -25.0% |
| CVS | Sell | CVS HEALTH CORP | $664,000 | -11.8% | 6,558 | -10.2% | 0.07% | -9.2% |
| HDV | Sell | ISHARES TRcore high dv etf | $655,000 | -22.5% | 6,131 | -26.7% | 0.07% | -20.0% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $618,000 | -34.3% | 5,250 | -27.7% | 0.06% | -31.9% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $586,000 | -37.9% | 7,036 | -36.3% | 0.06% | -35.8% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $580,000 | -64.1% | 1,272 | -55.4% | 0.06% | -63.0% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $544,000 | -28.4% | 25,302 | -29.5% | 0.06% | -25.0% |
| IBB | Sell | ISHARES TRishares biotech | $543,000 | -48.2% | 4,168 | -39.3% | 0.06% | -45.7% |
| New | SHELL PLCspon ads | $534,000 | – | 9,719 | +100.0% | 0.06% | – | |
| AXP | Sell | AMERICAN EXPRESS CO | $516,000 | +12.2% | 2,760 | -1.8% | 0.05% | +17.4% |
| AMAT | Sell | APPLIED MATLS INC | $509,000 | -37.7% | 3,865 | -25.6% | 0.05% | -35.4% |
| NVMI | Sell | NOVA LTD | $502,000 | -29.0% | 4,615 | -4.4% | 0.05% | -26.8% |
| CAT | Sell | CATERPILLAR INC | $447,000 | +7.2% | 2,008 | -0.5% | 0.05% | +11.9% |
| ONTO | Sell | ONTO INNOVATION INC | $434,000 | -42.8% | 5,000 | -33.3% | 0.04% | -40.8% |
| REET | Sell | ISHARES TRglobal reit etf | $393,000 | -31.2% | 13,439 | -28.0% | 0.04% | -28.1% |
| XHB | Sell | SPDR SER TRs&p homebuild | $387,000 | -27.3% | 6,130 | -1.1% | 0.04% | -24.5% |
| UNP | Sell | UNION PAC CORP | $357,000 | -6.8% | 1,308 | -14.1% | 0.04% | -2.6% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $347,000 | -35.5% | 834 | -29.0% | 0.04% | -33.3% |
| PSX | Sell | PHILLIPS 66 | $333,000 | -21.3% | 3,851 | -34.1% | 0.04% | -16.7% |
| ITA | Buy | ISHARES TRus aer def etf | $337,000 | +44.6% | 3,046 | +34.2% | 0.04% | +52.2% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $336,000 | +43.6% | 15,433 | +39.2% | 0.04% | +52.2% |
| TSLA | Sell | TESLA INC | $341,000 | +0.3% | 316 | -1.9% | 0.04% | +2.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $338,000 | -52.9% | 2,086 | -50.1% | 0.04% | -51.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $341,000 | -11.9% | 4,674 | -24.7% | 0.04% | -10.3% |
| JD | Sell | JD.COM INCspon adr cl a | $316,000 | -63.3% | 5,467 | -55.5% | 0.03% | -61.6% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $316,000 | -1.2% | 3,842 | +4.4% | 0.03% | +3.1% |
| Sell | GENERAL ELECTRIC CO | $303,000 | -18.3% | 3,313 | -15.7% | 0.03% | -13.5% | |
| EPI | New | WISDOMTREE TRindia erngs fd | $312,000 | – | 8,675 | +100.0% | 0.03% | – |
| Buy | MAWSON INFRASTRUCTURE GROUP | $288,000 | -6.2% | 56,269 | +21.4% | 0.03% | -3.2% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $274,000 | -35.8% | 5,416 | -35.6% | 0.03% | -32.6% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $282,000 | -44.5% | 12,954 | -43.6% | 0.03% | -43.1% |
| TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $281,000 | -40.1% | 3,720 | -39.0% | 0.03% | -38.3% |
| AA | New | ALCOA CORP | $270,000 | – | 3,000 | +100.0% | 0.03% | – |
| COST | Sell | COSTCO WHSL CORP NEW | $263,000 | -10.5% | 457 | -11.6% | 0.03% | -10.0% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $258,000 | -19.6% | 10,200 | -18.5% | 0.03% | -15.6% |
| IGIB | Sell | ISHARES TR | $248,000 | -29.9% | 4,516 | -24.3% | 0.03% | -27.8% |
| VLO | Sell | VALERO ENERGY CORP | $252,000 | +14.5% | 2,480 | -15.5% | 0.03% | +18.2% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $236,000 | -13.9% | 949 | -26.3% | 0.02% | -10.7% |
| IYH | Sell | ISHARES TRus hlthcare etf | $236,000 | -6.0% | 817 | -2.4% | 0.02% | 0.0% |
| CWB | Sell | SPDR SER TRbloomberg conv | $240,000 | -22.1% | 3,114 | -16.2% | 0.02% | -19.4% |
| AX | Sell | AXOS FINANCIAL INC | $235,000 | -31.5% | 5,057 | -17.7% | 0.02% | -29.4% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $232,000 | -9.0% | 3,958 | -4.7% | 0.02% | -7.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $224,000 | -23.8% | 1,517 | -24.2% | 0.02% | -23.3% |
| PSI | New | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $220,000 | – | 1,696 | +100.0% | 0.02% | – |
| CYBR | CYBERARK SOFTWARE LTD | $211,000 | -2.3% | 1,249 | 0.0% | 0.02% | 0.0% | |
| BA | Sell | BOEING CO | $201,000 | -30.4% | 1,048 | -27.0% | 0.02% | -27.6% |
| LULU | Sell | LULULEMON ATHLETICA INC | $206,000 | -10.0% | 565 | -3.4% | 0.02% | -8.7% |
| IGSB | ISHARES TRsh tr crport etf | $150,000 | 0.0% | 2,790 | 0.0% | 0.02% | +6.7% | |
| ORGS | ORGENESIS INC | $111,000 | +20.7% | 32,052 | 0.0% | 0.01% | +33.3% | |
| PSEC | PROSPECT CAP CORP | $97,000 | -1.0% | 11,700 | 0.0% | 0.01% | 0.0% | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $31,000 | -6.1% | 13,000 | 0.0% | 0.00% | 0.0% | |
| VEON | New | VEON LTDsponsored adr | $12,000 | – | 17,000 | +100.0% | 0.00% | – |
| NVCN | New | NEOVASC INC | $8,000 | – | 19,221 | +100.0% | 0.00% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | -10,438 | -100.0% | -0.01% | – |
| HUM | Exit | HUMANA INC | $0 | – | -437 | -100.0% | -0.02% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -2,344 | -100.0% | -0.02% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -1,644 | -100.0% | -0.02% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -537 | -100.0% | -0.02% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,312 | -100.0% | -0.02% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -915 | -100.0% | -0.02% | – |
| TOL | Exit | TOLL BROTHERS INC | $0 | – | -3,235 | -100.0% | -0.02% | – |
| VMW | Exit | VMWARE INC | $0 | – | -2,005 | -100.0% | -0.02% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,736 | -100.0% | -0.02% | – |
| CCL | Exit | CARNIVAL CORP | $0 | – | -11,970 | -100.0% | -0.02% | – |
| DBGR | Exit | DBX ETF TRxtrack msci grmy | $0 | – | -7,438 | -100.0% | -0.02% | – |
| TSEM | Exit | TOWER SEMICONDUCTOR LTD | $0 | – | -6,295 | -100.0% | -0.02% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -3,747 | -100.0% | -0.02% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,881 | -100.0% | -0.03% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -1,352 | -100.0% | -0.03% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -6,221 | -100.0% | -0.03% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -498 | -100.0% | -0.03% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,085 | -100.0% | -0.03% | – |
| MCFE | Exit | MCAFEE CORP | $0 | – | -11,970 | -100.0% | -0.03% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSemerg mkt bd etf | $0 | – | -3,918 | -100.0% | -0.03% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,958 | -100.0% | -0.03% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -465 | -100.0% | -0.03% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,135 | -100.0% | -0.03% | – |
| RCD | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $0 | – | -2,151 | -100.0% | -0.03% | – |
| DRIV | Exit | GLOBAL X FDSautonmous ev etf | $0 | – | -11,039 | -100.0% | -0.03% | – |
| REM | Exit | ISHARES TRmortge rel etf | $0 | – | -9,723 | -100.0% | -0.03% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -3,185 | -100.0% | -0.04% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,966 | -100.0% | -0.04% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -1,923 | -100.0% | -0.04% | – |
| PNQI | Exit | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $0 | – | -1,635 | -100.0% | -0.04% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -1,160 | -100.0% | -0.04% | – |
| FINX | Exit | GLOBAL X FDSfintech etf | $0 | – | -9,811 | -100.0% | -0.04% | – |
| EDOC | Exit | GLOBAL X FDStelmdc&dig etf | $0 | – | -25,437 | -100.0% | -0.04% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -2,081 | -100.0% | -0.04% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -5,419 | -100.0% | -0.04% | – |
| GXC | Exit | SPDR INDEX SHS FDSs&p china etf | $0 | – | -4,219 | -100.0% | -0.04% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -17,252 | -100.0% | -0.04% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -1,319 | -100.0% | -0.04% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -6,699 | -100.0% | -0.05% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,805 | -100.0% | -0.05% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,778 | -100.0% | -0.05% | – |
| XPH | Exit | SPDR SER TRs&p pharmac | $0 | – | -10,925 | -100.0% | -0.05% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -4,250 | -100.0% | -0.05% | – |
| IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -5,898 | -100.0% | -0.05% | – |
| FNI | Exit | FIRST TR EXCHANGE TRADED FDchindia etf | $0 | – | -10,799 | -100.0% | -0.05% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -10,717 | -100.0% | -0.05% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -2,579 | -100.0% | -0.05% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -14,762 | -100.0% | -0.05% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -14,237 | -100.0% | -0.06% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -4,638 | -100.0% | -0.06% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -413 | -100.0% | -0.06% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -1,642 | -100.0% | -0.06% | – |
| NNOX | Exit | NANO X IMAGING LTD | $0 | – | -49,592 | -100.0% | -0.07% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -5,760 | -100.0% | -0.16% | – |
| MSCI | Exit | MSCI INC | $0 | – | -3,290 | -100.0% | -0.20% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -16,618 | -100.0% | -0.27% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -60,000 | -100.0% | -0.41% | – |
| SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -163,000 | -100.0% | -0.81% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -50,000 | -100.0% | -1.00% | – |
| URTH | Exit | ISHARES INCmsci world etf | $0 | – | -74,000 | -100.0% | -1.00% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -374,000 | -100.0% | -1.46% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -219,700 | -100.0% | -1.56% | – |
| KBE | Exit | SPDR SER TRs&p bk etf | $0 | – | -288,019 | -100.0% | -2.59% | – |
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 2022-04-28
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.