$724 Thousand is the total value of BANK HAPOALIM BM's 166 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 17.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $34,150 | +6.4% | 371,023 | -0.4% | 4.72% | +17.8% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $32,523 | +7.6% | 720,322 | 0.0% | 4.49% | +19.2% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $31,800 | -3.7% | 77,340 | -10.0% | 4.39% | +6.7% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $23,848 | -6.6% | 184,168 | -2.0% | 3.29% | +3.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $21,406 | +18.7% | 66,698 | -1.5% | 2.96% | +31.5% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $20,329 | +6.2% | 223,000 | -1.1% | 2.81% | +17.7% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $18,381 | +7.1% | 380,000 | 0.0% | 2.54% | +18.7% | |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $18,051 | -5.1% | 75,690 | -1.3% | 2.49% | +5.1% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $16,796 | -8.2% | 55,260 | -14.5% | 2.32% | +1.7% |
| MSFT | Sell | MICROSOFT CORP | $16,371 | -1.4% | 56,786 | -18.0% | 2.26% | +9.2% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $15,488 | -7.1% | 212,335 | -4.5% | 2.14% | +2.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $15,338 | -68.6% | 37,465 | -70.7% | 2.12% | -65.2% |
| XLG | INVESCO EXCH TRADED FDs&p 500 top 50 | $14,532 | +12.5% | 46,800 | 0.0% | 2.01% | +24.6% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $14,494 | +0.2% | 194,000 | 0.0% | 2.00% | +11.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $13,903 | -0.7% | 212,000 | 0.0% | 1.92% | +10.0% | |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $13,895 | – | 346,000 | +100.0% | 1.92% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $13,158 | – | 300,000 | +100.0% | 1.82% | – |
| KLAC | Sell | KLA CORP | $13,021 | -0.6% | 32,619 | -6.1% | 1.80% | +10.1% |
| RPV | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $12,722 | -2.7% | 167,620 | 0.0% | 1.76% | +7.8% | |
| JPM | Sell | JPMORGAN CHASE & CO | $12,418 | -21.0% | 95,292 | -18.7% | 1.71% | -12.6% |
| VPU | VANGUARD WORLD FDSutilities etf | $11,212 | -3.8% | 76,000 | 0.0% | 1.55% | +6.5% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $10,939 | +34.5% | 72,439 | +10.8% | 1.51% | +48.9% |
| SUSA | ISHARES TRmsci usa esg slc | $10,883 | +6.6% | 124,000 | 0.0% | 1.50% | +18.1% | |
| FIW | FIRST TR EXCHANGE TRADED FDwtr etf | $10,779 | +5.4% | 128,887 | 0.0% | 1.49% | +16.7% | |
| QCOM | Sell | QUALCOMM INC | $10,527 | +7.2% | 82,515 | -7.6% | 1.45% | +18.7% |
| AAPL | Sell | APPLE INC | $9,886 | +16.7% | 59,937 | -8.1% | 1.36% | +29.3% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $9,095 | +1.0% | 47,000 | 0.0% | 1.26% | +11.9% | |
| SOXX | Buy | ISHARES TRishares semicdtr | $8,801 | +60.8% | 19,793 | +25.8% | 1.22% | +78.2% |
| IGV | Sell | ISHARES TRexpanded tech | $8,589 | +12.1% | 28,188 | -5.9% | 1.19% | +24.2% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $8,473 | -7.2% | 156,962 | -9.7% | 1.17% | +2.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $8,458 | -39.0% | 81,306 | -47.9% | 1.17% | -32.4% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONSin cl a | $7,646 | -0.6% | 103,546 | -8.8% | 1.06% | +10.1% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $7,436 | +40.2% | 231,285 | +49.2% | 1.03% | +55.4% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $7,258 | -7.4% | 169,768 | -16.2% | 1.00% | +2.6% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $7,034 | +8.2% | 219,000 | 0.0% | 0.97% | +19.9% | |
| VOO | Sell | VANGUARD INDEX FDS | $6,992 | -55.3% | 18,592 | -19.6% | 0.96% | -50.5% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $6,393 | -26.1% | 122,410 | -33.3% | 0.88% | -18.2% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $6,360 | -11.2% | 48,924 | -13.8% | 0.88% | -1.7% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $6,286 | -7.2% | 193,478 | -9.1% | 0.87% | +2.7% |
| CRM | Buy | SALESFORCE INC | $6,270 | +54.0% | 31,384 | +2.2% | 0.87% | +70.8% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $5,618 | -4.0% | 83,000 | 0.0% | 0.78% | +6.4% | |
| ABBV | Sell | ABBVIE INC | $5,413 | -14.4% | 33,965 | -13.2% | 0.75% | -5.2% |
| XLC | Buy | SELECT SECTOR SPDR TR | $5,367 | +320.9% | 92,582 | +248.4% | 0.74% | +366.0% |
| ESGD | ISHARES TResg aw msci eafe | $5,316 | +9.3% | 74,000 | 0.0% | 0.73% | +21.1% | |
| V | Sell | VISA INC | $5,058 | -5.9% | 22,436 | -13.3% | 0.70% | +4.2% |
| KLIC | Sell | KULICKE & SOFFA INDS INC | $4,865 | -27.1% | 92,329 | -38.8% | 0.67% | -19.2% |
| AAXJ | New | ISHARES TRmsci ac asia etf | $4,206 | – | 61,970 | +100.0% | 0.58% | – |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $4,125 | -3.5% | 145,488 | -9.8% | 0.57% | +6.8% |
| NOW | Buy | SERVICENOW INC | $4,098 | +89.8% | 8,819 | +58.6% | 0.57% | +110.4% |
| VEEV | Buy | VEEVA SYS INC | $4,001 | +18.4% | 21,768 | +3.9% | 0.55% | +31.1% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $3,939 | +0.8% | 11,843 | +0.4% | 0.54% | +11.7% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $3,764 | -11.0% | 46,919 | -14.0% | 0.52% | -1.3% |
| PFE | Sell | PFIZER INC | $3,728 | -46.8% | 91,370 | -33.2% | 0.52% | -41.0% |
| EPAM | Sell | EPAM SYS INC | $3,693 | -12.1% | 12,352 | -3.7% | 0.51% | -2.7% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $3,646 | +2.4% | 36,033 | -0.7% | 0.50% | +13.3% |
| ITB | Sell | ISHARES TRus home cons etf | $3,387 | +14.2% | 48,181 | -1.5% | 0.47% | +26.5% |
| LLY | Sell | LILLY ELI & CO | $3,109 | -28.0% | 9,054 | -23.3% | 0.43% | -20.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,843 | -18.6% | 9,208 | -18.6% | 0.39% | -9.9% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $2,695 | -11.1% | 22,839 | -31.3% | 0.37% | -1.6% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $2,644 | +9.1% | 22,474 | +6.5% | 0.36% | +20.9% |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $2,617 | -29.1% | 10,587 | -23.3% | 0.36% | -21.5% |
| MRK | Sell | MERCK & CO INC | $2,501 | -13.0% | 23,505 | -9.3% | 0.34% | -3.6% |
| ZS | Buy | ZSCALER INC | $2,492 | +28.3% | 21,334 | +22.8% | 0.34% | +42.1% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,480 | -22.8% | 5,248 | -13.4% | 0.34% | -14.5% |
| XAR | Sell | SPDR SER TRaerospace def | $2,472 | +1.6% | 21,144 | -4.4% | 0.34% | +12.5% |
| AMZN | Buy | AMAZON COM INC | $2,434 | +44.2% | 23,563 | +17.2% | 0.34% | +60.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,338 | +15.1% | 15,636 | -0.6% | 0.32% | +27.7% |
| BIDU | Sell | BAIDU INCspon adr rep a | $2,204 | +21.8% | 14,602 | -7.7% | 0.30% | +34.5% |
| NVDA | Sell | NVIDIA CORPORATION | $2,192 | +68.1% | 7,893 | -11.5% | 0.30% | +85.9% |
| IGSB | Sell | ISHARES TR | $2,183 | -13.1% | 43,184 | -14.3% | 0.30% | -3.8% |
| AAL | New | AMERICAN AIRLS GROUP INC | $1,993 | – | 135,098 | +100.0% | 0.28% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,965 | +52.3% | 20,053 | +0.7% | 0.27% | +68.3% |
| TGT | Sell | TARGET CORP | $1,953 | -8.4% | 11,789 | -17.6% | 0.27% | +1.5% |
| ASML | Sell | ASML HOLDING N V | $1,938 | -17.0% | 2,847 | -33.4% | 0.27% | -7.9% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $1,902 | +234.3% | 102,069 | +206.3% | 0.26% | +270.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,879 | +73.7% | 9,407 | +21.3% | 0.26% | +91.9% |
| DIS | Buy | DISNEY WALT CO | $1,838 | +366.5% | 18,353 | +304.9% | 0.25% | +418.4% |
| ARRY | Sell | ARRAY TECHNOLOGIES INC | $1,792 | -8.3% | 81,900 | -19.0% | 0.25% | +1.2% |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,704 | +64.2% | 53,767 | +28.1% | 0.24% | +82.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,623 | -29.2% | 16,575 | -27.0% | 0.22% | -21.7% |
| C | Sell | CITIGROUP INC | $1,623 | -29.7% | 34,610 | -32.2% | 0.22% | -22.2% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,609 | +11.3% | 21,105 | +9.7% | 0.22% | +23.3% |
| BX | Buy | BLACKSTONE INC | $1,597 | +74.2% | 18,180 | +47.1% | 0.22% | +93.0% |
| IAK | Sell | ISHARES TRu.s. insrnce etf | $1,426 | -11.5% | 16,660 | -5.5% | 0.20% | -2.0% |
| ABNB | Sell | AIRBNB INC | $1,380 | +22.7% | 11,095 | -15.7% | 0.19% | +36.4% |
| GRID | Sell | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $1,379 | +3.2% | 14,120 | -7.8% | 0.19% | +13.8% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $1,362 | – | 3,535 | +100.0% | 0.19% | – |
| NVO | Sell | NOVO-NORDISK A Sadr | $1,350 | +1.6% | 8,480 | -13.6% | 0.19% | +12.0% |
| PCTY | Sell | PAYLOCITY HLDG CORP | $1,329 | -1.7% | 6,688 | -3.9% | 0.18% | +8.3% |
| TSEM | Buy | TOWER SEMICONDUCTOR LTD | $1,302 | +195.9% | 30,660 | +201.2% | 0.18% | +227.3% |
| SHAK | Sell | SHAKE SHACK INCcl a | $1,298 | +14.1% | 23,400 | -14.6% | 0.18% | +26.1% |
| TDC | Buy | TERADATA CORP DEL | $1,290 | +25.6% | 32,021 | +4.9% | 0.18% | +39.1% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $1,246 | +15.7% | 18,618 | -0.4% | 0.17% | +28.4% |
| XHE | Sell | SPDR SER TRhlth cr equip | $1,231 | -4.4% | 13,151 | -8.2% | 0.17% | +6.2% |
| BBY | Buy | BEST BUY INC | $1,174 | +14.4% | 15,000 | +17.3% | 0.16% | +26.6% |
| FDX | Buy | FEDEX CORP | $1,095 | +37.0% | 4,792 | +3.9% | 0.15% | +51.0% |
| ABT | Buy | ABBOTT LABS | $1,082 | -0.3% | 10,682 | +8.1% | 0.15% | +10.4% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,079 | -11.5% | 4,775 | -9.2% | 0.15% | -2.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,078 | -10.0% | 2,967 | -13.9% | 0.15% | 0.0% |
| VMW | Sell | VMWARE INC | $1,070 | -14.6% | 8,567 | -16.1% | 0.15% | -5.1% |
| KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $1,061 | -94.9% | 25,270 | -93.7% | 0.15% | -94.3% |
| PPH | Sell | VANECK ETF TRUSTpharmaceutcl etf | $1,029 | -11.6% | 13,252 | -11.5% | 0.14% | -2.1% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $1,001 | -19.7% | 11,695 | -28.2% | 0.14% | -11.0% |
| CLOU | Sell | GLOBAL X FDS | $984 | +5.4% | 53,624 | -8.0% | 0.14% | +17.2% |
| Sell | AIRBNB INCnote 3/1 | $933 | -3.9% | 1,063,500 | -9.2% | 0.13% | +6.6% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $929 | +1.3% | 8,955 | -13.9% | 0.13% | +12.3% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $921 | -4.9% | 3,030 | -2.9% | 0.13% | +5.0% |
| BKNG | Buy | BOOKING HOLDINGS INC | $875 | +75.7% | 330 | +33.6% | 0.12% | +95.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $848 | -35.5% | 5,468 | -26.5% | 0.12% | -28.7% |
| SPLK | Sell | SPLUNK INC | $847 | +7.2% | 8,829 | -3.8% | 0.12% | +19.4% |
| SAM | Sell | BOSTON BEER INCcl a | $848 | -6.1% | 2,581 | -5.8% | 0.12% | +3.5% |
| MCD | Sell | MCDONALDS CORP | $830 | -19.4% | 2,970 | -24.0% | 0.12% | -10.2% |
| PYPL | New | PAYPAL HLDGS INC | $830 | – | 10,924 | +100.0% | 0.12% | – |
| CVS | Buy | CVS HEALTH CORP | $811 | +70.7% | 10,911 | +114.3% | 0.11% | +89.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $794 | -14.2% | 1,680 | -11.6% | 0.11% | -4.3% |
| WMT | Sell | WALMART INC | $764 | -41.4% | 5,183 | -43.6% | 0.10% | -35.2% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $762 | -12.0% | 5,045 | -8.2% | 0.10% | -2.8% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $762 | -41.0% | 11,115 | -38.7% | 0.10% | -34.8% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $750 | -1.4% | 9,127 | -2.6% | 0.10% | +9.5% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $688 | +12.4% | 4,653 | -6.3% | 0.10% | +25.0% |
| ADSK | Sell | AUTODESK INC | $655 | +1.1% | 3,145 | -9.4% | 0.09% | +11.1% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $644 | +18.6% | 4,931 | -4.4% | 0.09% | +30.9% |
| JWN | Sell | NORDSTROM INC | $633 | -5.2% | 38,890 | -6.0% | 0.09% | +4.8% |
| Buy | SHELL PLCspon ads | $611 | +22.0% | 10,612 | +20.7% | 0.08% | +35.5% | |
| BAC | Buy | BANK AMERICA CORP | $597 | +157.3% | 20,881 | +198.3% | 0.08% | +182.8% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $577 | -25.5% | 1,765 | -21.7% | 0.08% | -16.7% |
| AJRD | Sell | AEROJET ROCKETDYNE HLDGS INC | $572 | -62.9% | 10,180 | -63.0% | 0.08% | -58.9% |
| NIO | New | NIO INCspon ads | $556 | – | 52,915 | +100.0% | 0.08% | – |
| KARS | Sell | KRANESHARES TRelec veh futur | $558 | +1.3% | 18,200 | -7.0% | 0.08% | +11.6% |
| CAMT | Buy | CAMTEK LTDord | $531 | +118.5% | 18,735 | +69.0% | 0.07% | +143.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $525 | +5.4% | 5,134 | -9.2% | 0.07% | +16.1% |
| FIVG | Sell | ETF SER SOLUTIONSdefiance next | $520 | -29.6% | 15,860 | -35.9% | 0.07% | -21.7% |
| CSCO | Sell | CISCO SYS INC | $525 | -13.9% | 10,036 | -21.6% | 0.07% | -5.3% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $513 | +10.1% | 6,200 | -0.8% | 0.07% | +22.4% |
| NKE | Sell | NIKE INCcl b | $491 | 0.0% | 4,003 | -4.6% | 0.07% | +11.5% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $486 | -17.5% | 24,552 | -17.3% | 0.07% | -8.2% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $461 | -22.5% | 2,420 | -25.7% | 0.06% | -13.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $459 | +12.5% | 2,785 | +0.9% | 0.06% | +23.5% |
| JD | Sell | JD.COM INCspon adr cl a | $439 | -32.9% | 10,009 | -14.1% | 0.06% | -25.6% |
| BLK | Sell | BLACKROCK INC | $434 | -7.5% | 648 | -2.1% | 0.06% | +3.4% |
| NVMI | Sell | NOVA LTD | $402 | +23.3% | 3,845 | -3.8% | 0.06% | +34.1% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $359 | -37.7% | 4,340 | -34.1% | 0.05% | -30.6% |
| WFC | Sell | WELLS FARGO CO NEW | $349 | -56.3% | 9,339 | -51.7% | 0.05% | -52.0% |
| FB | New | META PLATFORMS INCcl a | $331 | – | 1,561 | +100.0% | 0.05% | – |
| GPS | Sell | GAP INC | $327 | -52.9% | 32,550 | -47.1% | 0.04% | -47.7% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $287 | -53.6% | 2,620 | -55.3% | 0.04% | -48.1% |
| WIX | Sell | WIX COM LTD | $279 | +25.1% | 2,799 | -3.7% | 0.04% | +39.3% |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $264 | – | 5,440 | +100.0% | 0.04% | – |
| MO | Sell | ALTRIA GROUP INC | $261 | -47.3% | 5,855 | -45.9% | 0.04% | -41.9% |
| TSLA | New | TESLA INC | $258 | – | 1,246 | +100.0% | 0.04% | – |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $254 | +10.4% | 659 | -8.5% | 0.04% | +20.7% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $226 | -16.6% | 1,465 | -18.0% | 0.03% | -8.8% |
| IYH | ISHARES TRus hlthcare etf | $215 | -4.0% | 789 | 0.0% | 0.03% | +7.1% | |
| HDV | Sell | ISHARES TRcore high dv etf | $215 | -13.3% | 2,111 | -11.2% | 0.03% | -3.2% |
| ISRG | New | INTUITIVE SURGICAL INC | $216 | – | 847 | +100.0% | 0.03% | – |
| ORGS | ORGENESIS INC | $38 | -39.7% | 32,052 | 0.0% | 0.01% | -37.5% | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $30 | +3.4% | 13,000 | 0.0% | 0.00% | 0.0% | |
| New | FARFETCH LTDnote 3.750% 5/0 | $12 | – | 15,000 | +100.0% | 0.00% | – | |
| VEON | Exit | VEON LTDsponsored adr | $0 | – | -17,000 | -100.0% | -0.00% | – |
| Exit | MAWSON INFRASTRUCTURE GROUP | $0 | – | -56,269 | -100.0% | -0.00% | – | |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -408 | -100.0% | -0.03% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,391 | -100.0% | -0.03% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -2,233 | -100.0% | -0.03% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -3,495 | -100.0% | -0.04% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -5,130 | -100.0% | -0.04% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -78,190 | -100.0% | -0.04% | – |
| XM | Exit | QUALTRICS INTL INC | $0 | – | -54,220 | -100.0% | -0.07% | – |
| ONTO | Exit | ONTO INNOVATION INC | $0 | – | -9,000 | -100.0% | -0.08% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -19,530 | -100.0% | -0.10% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -7,608 | -100.0% | -0.16% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -200,400 | -100.0% | -1.12% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -322,000 | -100.0% | -1.28% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -100,045 | -100.0% | -1.32% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -238,892 | -100.0% | -1.41% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -71,000 | -100.0% | -1.54% | – |
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 2023-04-25
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.