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Bank Hapoalim Bm Top Holdings and 13F Report (2025)

About Bank Hapoalim Bm

Investment Activity

  • Bank Hapoalim Bm has $689.54 thousand in total holdings as of March 31, 2025.
  • Bank Hapoalim Bm owns shares of 124 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 22.43% of the portfolio was purchased this quarter.
  • About 9.51% of the portfolio was sold this quarter.
  • This quarter, Bank Hapoalim Bm has purchased 126 new stocks and bought additional shares in 25 stocks.
  • Bank Hapoalim Bm sold shares of 75 stocks and completely divested from 12 stocks this quarter.

Largest New Holdings this Quarter

24703L202 - Dell Technologies
$1,535 Holding
931427108 - Walgreens Boots Alliance
$570 Holding
81369Y886 - Utilities Select Sector SPDR Fund
$299 Holding
126650100 - CVS Health
$269 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
124,966 shares (about $64.22K)
iShares MSCI ACWI ETF
266,651 shares (about $31.04K)
Vanguard FTSE Developed Markets ETF
300,000 shares (about $15.25K)
Communication Services Select Sector SPDR Fund
138,825 shares (about $13.39K)
Health Care Select Sector SPDR Fund
91,700 shares (about $13.39K)

Largest Sales this Quarter

Invesco S&P 500 Top 50 ETF
101,275 shares (about $4.66K)
Microsoft
10,124 shares (about $3.80K)
Apple
7,510 shares (about $1.67K)
Invesco QQQ
2,494 shares (about $1.17K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBank Hapoalim Bm

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$85,761$64,220 298.1%166,88312.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$40,473$1,169 -2.8%86,3115.9%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$33,084$902 -2.7%59,1434.8%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$32,6470.0%58,1004.7%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$31,309$31,036 11,351.7%269,0004.5%Manufacturing
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$30,650$15,249 99.0%603,0004.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$30,184$3,485 13.1%459,0004.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$25,512$13,385 110.4%174,7753.7%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$24,282$13,390 122.9%251,7593.5%ETF
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$15,1170.0%348,0002.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$14,642$17 0.1%293,9632.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$13,9810.0%384,0002.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$13,6440.0%79,0002.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$13,3960.0%504,0001.9%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$11,1130.0%110,3441.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$10,700$234 2.2%68,4901.6%Computer and Technology
KLA Co. stock logo
KLAC
KLA
$10,385$574 5.8%15,2761.5%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$10,369$127 -1.2%50,2171.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$9,847$3,805 -27.9%26,2031.4%Computer and Technology
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$8,772$620 -6.6%98,5751.3%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$8,613$759 -8.1%45,7731.2%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$8,611$92 -1.1%38,7711.2%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$8,472$64 -0.7%254,8831.2%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$8,4320.0%122,4001.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$8,369$216 2.6%422,9001.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,787$2,331 42.7%40,9291.1%Retail/Wholesale
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$7,6190.0%85,0001.1%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$7,581$4,661 -38.1%164,7251.1%ETF
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$7,549$96 -1.3%33,1221.1%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$7,125$321 -4.3%36,0841.0%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$6,473$1,053 -14.0%59,5530.9%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$6,353$124 -1.9%23,6720.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$6,338$1,668 -20.8%28,5330.9%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,713$421 -6.9%92,5770.8%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$5,651$313 -5.2%43,1160.8%ETF
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$5,477$110 -2.0%74,2420.8%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$4,776$182 -3.7%20,6180.7%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,687$187 -3.8%19,1080.7%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,526$164 -3.5%55,3550.7%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$4,145$62 -1.5%109,8700.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$3,649$39 -1.1%17,4170.5%Medical
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$3,634$865 -19.2%57,6800.5%Manufacturing
Baidu, Inc. stock logo
BIDU
Baidu
$3,611$1,403 63.5%39,2350.5%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,569$56 -1.5%4,4830.5%Computer and Technology
ASML Holding stock logo
ASML
ASML
$3,047$1,621 113.7%4,5980.4%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$2,955$63 -2.1%116,6180.4%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,654$96 -3.5%3,2140.4%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,417$581 -19.4%15,7340.4%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,401$576 31.6%26,7540.3%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,387$31 -1.3%4,1420.3%Computer and Technology
Zscaler, Inc. stock logo
ZS
Zscaler
$2,365$18 -0.7%11,9200.3%Computer and Technology
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$2,278$19 -0.8%13,4950.3%Computer and Technology
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$2,259$66 -2.8%14,0580.3%ETF
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$2,208$154 7.5%30,4600.3%Medical
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$2,195$164 -6.9%8,2930.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,011$3 0.1%4,7890.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,973$396 -16.7%3,7050.3%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,865$65 3.6%16,0860.3%ETF
Visa Inc. stock logo
V
Visa
$1,710$109 -6.0%4,8800.2%Business Services
GLOBAL X FDS
$1,615$17 1.0%34,6900.2%DEFENSE TECH ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,592$102 -6.0%14,6860.2%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,565$967 161.7%22,5350.2%Medical
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$1,552$109 7.5%13,1360.2%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,535$1,535 New Holding16,8350.2%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,518$1,518 New Holding12,4440.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,442$12 0.8%9,3220.2%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,271$2 -0.2%16,0980.2%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$1,231$607 -33.0%20,4520.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$1,226$445 -26.6%8,7720.2%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,096$100 -8.3%8,2600.2%Medical
Intel Co. stock logo
INTC
Intel
$1,047$367 -25.9%46,0940.2%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$924$13 -1.3%9,3450.1%Finance
McDonald's Co. stock logo
MCD
McDonald's
$909$612 -40.2%2,9110.1%Retail/Wholesale
UiPath Inc. stock logo
PATH
UiPath
$815$57 -6.5%79,1280.1%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$802$111 -12.2%1,5310.1%Medical
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$793$190 -19.3%7,7600.1%Manufacturing
American Express stock logo
AXP
American Express
$7470.0%2,7780.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$722$569 -44.1%7,0230.1%Computer and Technology
SOUTHERN CO
$692$45 -6.1%618,0000.1%NOTE 3.875%12/1
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$676$147 27.8%12,9040.1%Manufacturing
Array Technologies, Inc. stock logo
ARRY
Array Technologies
$664$103 18.4%136,2600.1%Energy
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$663$947 -58.8%5,0130.1%Retail/Wholesale
InMode Ltd. stock logo
INMD
InMode
$661$83 -11.2%37,2870.1%Medical
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$657$16 -2.4%40,6160.1%Energy
Citigroup Inc. stock logo
C
Citigroup
$641$26 -3.8%9,0250.1%Finance
Teradata Co. stock logo
TDC
Teradata
$636$52 -7.5%28,2930.1%Computer and Technology
Best Buy Co., Inc. stock logo
BBY
Best Buy
$622$987 -61.3%8,4550.1%Retail/Wholesale
iShares U.S. Financial Services ETF stock logo
IYG
iShares U.S. Financial Services ETF
$622$16 -2.5%7,9180.1%ETF
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$570$570 New Holding51,0000.1%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$563$138 32.5%2,1710.1%Auto/Tires/Trucks
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$545$15 -2.6%3,1420.1%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$537$18 -3.3%9800.1%Business Services
Paylocity Holding Co. stock logo
PCTY
Paylocity
$450$407 -47.5%2,4000.1%Computer and Technology
iShares U.S. Insurance ETF stock logo
IAK
iShares U.S. Insurance ETF
$442$25 -5.3%3,2100.1%ETF
Autodesk, Inc. stock logo
ADSK
Autodesk
$4420.0%1,6900.1%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$433$23 -5.1%2,9810.1%Computer and Technology
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$412$8 -2.0%4,3150.1%ETF
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$4050.0%6,4490.1%Manufacturing
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$369$23 -5.8%1,8510.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$369$80 -17.7%3,7340.1%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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