Harel Insurance Investments & Financial Services Ltd. Top Holdings and 13F Report (2024)

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About Harel Insurance Investments & Financial Services Ltd.

Investment Activity

Harel Insurance Investments & Financial Services Ltd. has $5.16 million in total holdings as of March 31, 2024.
Harel Insurance Investments & Financial Services Ltd. owns shares of 539 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 10.88% of the portfolio was purchased this quarter.
About 28.02% of the portfolio was sold this quarter.
This quarter, Harel Insurance Investments & Financial Services Ltd. has purchased 606 new stocks and bought additional shares in 127 stocks.
Harel Insurance Investments & Financial Services Ltd. sold shares of 252 stocks and completely divested from 122 stocks this quarter.

Largest Holdings

Health Care Select Sector SPDR Fund: $417,143
Financial Select Sector SPDR Fund: $408,054
Global X U.S. Infrastructure Development ETF: $272,054
Consumer Staples Select Sector SPDR Fund: $271,592
Utilities Select Sector SPDR Fund: $265,600

Largest New Holdings this Quarter

Nayax: $9,170 Holding
Invesco NASDAQ 100 ETF: $8,139 Holding
VanEck Semiconductor ETF: $3,441 Holding
Pegasystems: $3,148 Holding
Monolithic Power Systems: $1,829 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Corporate Bond ETF: 1,220,150 shares (about $98.23K)
Energy Select Sector SPDR Fund: 854,456 shares (about $80.64K)
Invesco KBW Property & Casualty Insurance ETF: 650,000 shares (about $70.04K)
WisdomTree India Earnings Fund: 1,556,000 shares (about $67.78K)
Technology Select Sector SPDR Fund: 263,965 shares (about $54.98K)

Largest Sales this Quarter

Teva Pharmaceutical Industries: 28,507,348 shares (about $401.85K)
Microsoft: 302,018 shares (about $127.06K)
NICE: 412,752 shares (about $107.59K)
Vanguard FTSE Pacific ETF: 1,054,592 shares (about $79.43K)
Palo Alto Networks: 270,769 shares (about $76.94K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
XLV Health Care Select Sector SPDR Fund	$417,143	$29 ▼	0.0%	2,823,685	8.1%	ETF
XLF Financial Select Sector SPDR Fund	$408,054	$64 ▼	0.0%	9,687,891	7.9%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$272,054		0.0%	6,833,801	5.3%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$271,592	$104 ▼	0.0%	3,556,742	5.3%	ETF
XLU Utilities Select Sector SPDR Fund	$265,600	$2 ▼	0.0%	4,045,694	5.1%	ETF
VHT Vanguard Health Care ETF	$205,387		0.0%	759,229	4.0%	ETF
NVMI Nova	$205,355		0.0%	1,157,710	4.0%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$205,102	$80,644 ▲	64.8%	2,173,146	4.0%	ETF
XLC Communication Services Select Sector SPDR Fund	$168,902	$36 ▼	0.0%	2,068,353	3.3%	ETF
XLK Technology Select Sector SPDR Fund	$164,754	$54,975 ▲	50.1%	791,069	3.2%	ETF
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$142,043		0.0%	4,821,546	2.8%	Finance
XLI Industrial Select Sector SPDR Fund	$122,860	$34 ▼	0.0%	975,395	2.4%	ETF
TSEM Tower Semiconductor	$121,755	$27,304 ▲	28.9%	3,639,897	2.4%	Computer and Technology
GOOGL Alphabet	$116,164	$4,004 ▲	3.6%	769,656	2.2%	Computer and Technology
XLRE Real Estate Select Sector SPDR Fund	$115,387		0.0%	2,918,968	2.2%	ETF
KBWP Invesco KBW Property & Casualty Insurance ETF	$113,676	$70,037 ▲	160.5%	1,055,000	2.2%	ETF
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF	$107,142		0.0%	2,100,000	2.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$98,268	$98,234 ▲	289,821.9%	1,220,571	1.9%	ETF
PERI Perion Network	$88,657	$14,038 ▲	18.8%	3,943,795	1.7%	Computer and Technology
AAPL Apple	$81,819	$202 ▲	0.2%	477,139	1.6%	Computer and Technology
CAMT Camtek	$73,899	$4,013 ▲	5.7%	882,165	1.4%	Computer and Technology
SEDG SolarEdge Technologies	$71,543	$1,635 ▲	2.3%	1,007,934	1.4%	Oils/Energy
EPI WisdomTree India Earnings Fund	$67,954	$67,780 ▲	38,900.0%	1,560,000	1.3%	Finance
V Visa	$64,403	$406 ▲	0.6%	230,769	1.2%	Business Services
AMZN Amazon.com	$62,335	$285 ▲	0.5%	345,578	1.2%	Retail/Wholesale
FXG First Trust Consumer Staples AlphaDEX Fund	$62,052		0.0%	906,000	1.2%	ETF
MA Mastercard	$60,403	$154 ▼	-0.3%	125,429	1.2%	Business Services
XME SPDR S&P Metals & Mining ETF	$58,803		0.0%	975,500	1.1%	ETF
RSPM Invesco S&P 500 Equal Weight Materials ETF	$51,225		0.0%	1,410,000	1.0%	ETF
ENLT Enlight Renewable Energy	$43,016	$1,411 ▲	3.4%	2,542,307	0.8%	Oils/Energy
RTX RTX	$38,453	$759 ▲	2.0%	394,269	0.7%	Aerospace
RSPT Invesco S&P 500 Equal Weight Technology ETF	$34,486		0.0%	980,000	0.7%	ETF
BABA Alibaba Group	$34,358	$350 ▼	-1.0%	474,816	0.7%	Retail/Wholesale
FIS Fidelity National Information Services	$30,933	$30,922 ▲	277,900.0%	417,000	0.6%	Business Services
GXO GXO Logistics	$29,822	$16,728 ▲	127.8%	554,731	0.6%	Transportation
FDX FedEx	$27,402	$19 ▲	0.1%	94,292	0.5%	Transportation
PYPL PayPal	$26,532	$121 ▲	0.5%	396,065	0.5%	Computer and Technology
QQQ Invesco QQQ	$25,759	$8,150 ▲	46.3%	57,972	0.5%	Finance
INMD InMode	$19,467	$638 ▲	3.4%	900,831	0.4%	Medical
TGT Target	$17,770		0.0%	100,275	0.3%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$17,461		0.0%	33,300	0.3%	ETF
KRNT Kornit Digital	$16,710	$0 ▲	0.0%	922,198	0.3%	Industrial Products
XLY Consumer Discretionary Select Sector SPDR Fund	$15,676	$15 ▲	0.1%	85,249	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$15,282	$1,110 ▼	-6.8%	29,200	0.3%	Finance
COPX Global X Copper Miners ETF	$14,256		0.0%	336,000	0.3%	ETF
KBE SPDR S&P Bank ETF	$14,130		0.0%	300,000	0.3%	ETF
GOOG Alphabet	$14,020	$111 ▲	0.8%	92,081	0.3%	Computer and Technology
VOX Vanguard Communication Services ETF	$13,476		0.0%	102,700	0.3%	ETF
GLBE Global-E Online	$12,262	$6 ▲	0.1%	337,326	0.2%	Retail/Wholesale
META Meta Platforms	$12,134	$1,263 ▲	11.6%	24,989	0.2%	Computer and Technology
EWJ iShares MSCI Japan ETF	$11,781	$1,079 ▲	10.1%	165,120	0.2%	ETF
FDN First Trust Dow Jones Internet Index Fund	$11,690		0.0%	57,000	0.2%	ETF
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$11,124	$5,021 ▲	82.3%	226,000	0.2%	Manufacturing
URGN UroGen Pharma	$10,102	$2,948 ▼	-22.6%	673,487	0.2%	Medical
JCI Johnson Controls International	$9,365	$1,378 ▲	17.2%	142,764	0.2%	Industrial Products
NYAX Nayax	$9,170	$9,170 ▲	New Holding	350,000	0.2%	Business Services
ITRN Ituran Location and Control	$9,136	$0 ▲	0.0%	322,254	0.2%	Industrial Products
DK Delek US	$8,752	$922 ▼	-9.5%	284,719	0.2%	Oils/Energy
FEZ SPDR EURO STOXX 50 ETF	$8,607	$2 ▼	0.0%	163,798	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$8,139	$8,139 ▲	New Holding	44,550	0.2%	ETF
VCR Vanguard Consumer Discretionary ETF	$8,039		0.0%	25,300	0.2%	ETF
ADBE Adobe	$7,886	$2,109 ▲	36.5%	15,628	0.2%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$7,117	$1,434 ▼	-16.8%	42,043	0.1%	ETF
PSTG Pure Storage	$7,002	$1,709 ▲	32.3%	134,681	0.1%	Computer and Technology
STZ Constellation Brands	$6,794		0.0%	25,000	0.1%	Consumer Staples
MSFT Microsoft	$6,649	$127,056 ▼	-95.0%	15,805	0.1%	Computer and Technology
SPLV Invesco S&P 500 Low Volatility ETF	$6,376	$999 ▼	-13.5%	96,814	0.1%	ETF
INVZ Innoviz Technologies	$6,341	$0 ▲	0.0%	4,697,259	0.1%	Auto/Tires/Trucks
NVDA NVIDIA	$6,187	$1,348 ▲	27.9%	6,847	0.1%	Computer and Technology
AVGO Broadcom	$6,123	$407 ▲	7.1%	4,620	0.1%	Computer and Technology
ICL ICL Group	$5,589		0.0%	1,038,764	0.1%	Basic Materials
MCK McKesson	$5,242	$713 ▲	15.7%	9,760	0.1%	Medical
BKNG Booking	$5,166	$2,198 ▼	-29.9%	1,424	0.1%	Retail/Wholesale
PBW Invesco WilderHill Clean Energy ETF	$5,146		0.0%	223,249	0.1%	ETF
FTNT Fortinet	$5,112	$2,338 ▲	84.3%	74,831	0.1%	Computer and Technology
TSLA Tesla	$5,035	$1,504 ▲	42.6%	28,640	0.1%	Auto/Tires/Trucks
VRTX Vertex Pharmaceuticals	$4,811	$590 ▲	14.0%	11,510	0.1%	Medical
AZO AutoZone	$4,778	$706 ▲	17.3%	1,516	0.1%	Retail/Wholesale
ADP Automatic Data Processing	$4,703	$1,347 ▲	40.1%	18,807	0.1%	Business Services
CYBR CyberArk Software	$4,422	$6,936 ▼	-61.1%	16,648	0.1%	Computer and Technology
CBOE Cboe Global Markets	$4,155	$2,222 ▲	115.0%	22,615	0.1%	Financial Services
CAH Cardinal Health	$4,107	$1,570 ▲	61.9%	36,670	0.1%	Medical
VOO Vanguard S&P 500 ETF	$4,094	$3,547 ▼	-46.4%	8,590	0.1%	ETF
PANW Palo Alto Networks	$3,964	$76,941 ▼	-95.1%	13,950	0.1%	Computer and Technology
FXR First Trust Industrials/Producer Durables AlphaDEX Fund	$3,933		0.0%	53,900	0.1%	ETF
VRSN VeriSign	$3,903	$1,219 ▲	45.4%	20,595	0.1%	Computer and Technology
RDVY First Trust NASDAQ Rising Dividend Achievers	$3,862	$539 ▲	16.2%	68,750	0.1%	Manufacturing
HEDJ WisdomTree Europe Hedged Equity Fund	$3,805		0.0%	78,784	0.1%	Finance
AUDC AudioCodes	$3,799		0.0%	291,308	0.1%	Computer and Technology
CROX Crocs	$3,734	$70 ▼	-1.8%	25,970	0.1%	Consumer Discretionary
APPLOVIN CORP	$3,520	$3,492 ▲	12,645.4%	50,854	0.1%	COM CL A
SMH VanEck Semiconductor ETF	$3,441	$3,441 ▲	New Holding	15,293	0.1%	Manufacturing
GWW W.W. Grainger	$3,336	$1,963 ▼	-37.0%	3,279	0.1%	Industrial Products
ACWI iShares MSCI ACWI ETF	$3,185	$4,853 ▼	-60.4%	29,054	0.1%	Manufacturing
DOCU DocuSign	$3,156	$831 ▲	35.8%	52,998	0.1%	Business Services
MSI Motorola Solutions	$3,152	$1,387 ▼	-30.6%	8,880	0.1%	Computer and Technology
PEGA Pegasystems	$3,148	$3,148 ▲	New Holding	48,698	0.1%	Computer and Technology
NVR NVR	$3,086		0.0%	381	0.1%	Construction
CL Colgate-Palmolive	$3,053	$1,361 ▲	80.5%	33,905	0.1%	Consumer Staples
EELV Invesco S&P Emerging Markets Low Volatility ETF	$3,034		0.0%	127,000	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Harel Insurance Investments & Financial Services Ltd. Top Holdings and 13F Report (2024)

About Harel Insurance Investments & Financial Services Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Harel Insurance Investments & Financial Services Ltd. Top Holdings and 13F Report (2024)

About Harel Insurance Investments & Financial Services Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHarel Insurance Investments & Financial Services Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information