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Bank Hapoalim Bm Top Holdings and 13F Report (2024)

About Bank Hapoalim Bm

Investment Activity

  • Bank Hapoalim Bm has $707.18 thousand in total holdings as of June 30, 2024.
  • Bank Hapoalim Bm owns shares of 136 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 18.51% of the portfolio was purchased this quarter.
  • About 28.36% of the portfolio was sold this quarter.
  • This quarter, Bank Hapoalim Bm has purchased 136 new stocks and bought additional shares in 34 stocks.
  • Bank Hapoalim Bm sold shares of 76 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

Vanguard Large-Cap ETF
$12,681 Holding
Vanguard Value ETF
$12,668 Holding

Largest Purchases this Quarter

Invesco QQQ
38,283 shares (about $18.34K)
SPDR Portfolio S&P 500 ETF
255,000 shares (about $16.32K)
iShares MSCI USA ESG Select ETF
113,250 shares (about $12.73K)
Vanguard Large-Cap ETF
50,800 shares (about $12.68K)
Vanguard Value ETF
79,000 shares (about $12.67K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
47,458 shares (about $23.74K)
iShares U.S. Medical Devices ETF
229,934 shares (about $12.88K)
SPDR S&P 500 ETF Trust
22,719 shares (about $12.36K)
Health Care Select Sector SPDR Fund
68,534 shares (about $9.99K)
WisdomTree U.S. LargeCap Dividend Fund
94,500 shares (about $6.88K)

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
Invesco QQQ stock logo
QQQ
Invesco QQQ
$55,121$18,342 49.9%115,0507.8%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$48,789$12,364 -20.2%89,6486.9%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$31,163$16,317 109.9%487,0004.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$22,187$6,235 39.1%98,0703.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$20,060$23,738 -54.2%40,1042.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$17,772$256 1.5%39,7432.5%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$16,554$9,989 -37.6%113,5762.3%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$15,516$792 5.4%419,2152.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$15,0860.0%163,0002.1%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$14,486$8 -0.1%70,7122.0%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$14,337$1,285 -8.2%58,1322.0%ETF
KLA Co. stock logo
KLAC
KLA
$14,248$1,597 -10.1%17,2812.0%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$13,4710.0%384,0001.9%ETF
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$13,2000.0%348,0001.9%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$13,126$201 1.6%71,5631.9%Computer and Technology
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$12,726$12,726 New Holding113,2501.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$12,681$12,681 New Holding50,8001.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$12,668$12,668 New Holding79,0001.8%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$12,445$12,445 New Holding168,0001.8%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$12,309$12,309 New Holding106,5001.7%ETF
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$12,0500.0%240,0001.7%Manufacturing
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$11,573$49 -0.4%108,0361.6%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$11,234$3,745 50.0%150,0001.6%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$11,1760.0%33,5001.6%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$11,0320.0%110,3441.6%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$10,874$203 -1.8%125,1351.5%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$10,833$872 -7.5%263,5011.5%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$10,5050.0%125,0001.5%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$10,067$464 -4.4%117,5231.4%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$9,446$9 0.1%98,8781.3%Manufacturing
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$8,979$965 12.0%275,7791.3%ETF
Apple Inc. stock logo
AAPL
Apple
$8,612$126 -1.4%40,8871.2%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$7,912$7,912 New Holding206,0001.1%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$7,402$445 -5.7%40,5831.0%Finance
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$6,875$6,875 -50.0%94,5001.0%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$6,585$1,193 -15.3%33,0630.9%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$6,150$293 5.0%23,9200.9%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$6,073$50 0.8%49,8350.9%ETF
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$6,035$70 1.2%36,5750.9%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,100$4,649 1,032.1%107,3410.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,010$496 -9.0%5,5340.7%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,864$189 4.0%25,1700.7%Retail/Wholesale
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$4,727$315 -6.2%83,7830.7%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,572$515 -10.1%22,6040.6%Finance
VanEck Pharmaceutical ETF stock logo
PPH
VanEck Pharmaceutical ETF
$4,454$730 19.6%48,6900.6%Manufacturing
ServiceNow, Inc. stock logo
NOW
ServiceNow
$4,407$193 -4.2%5,6020.6%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$4,196$156 3.9%22,9250.6%Computer and Technology
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$4,091$481 -10.5%69,1210.6%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,029$21 0.5%50,4010.6%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$3,562$72 -2.0%127,3170.5%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$3,423$370 -9.8%19,9540.5%Medical
Visa Inc. stock logo
V
Visa
$2,918$178 -5.8%11,1170.4%Business Services
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,896$89 -3.0%25,7090.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,803$6 0.2%22,6440.4%Medical
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$2,766$410 17.4%10,4000.4%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$2,743$12,884 -82.4%48,9510.4%ETF
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$2,722$231 -7.8%29,4650.4%Medical
Intel Co. stock logo
INTC
Intel
$2,660$1,575 145.1%85,8990.4%Computer and Technology
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$2,633$1 0.0%13,9980.4%Computer and Technology
Zscaler, Inc. stock logo
ZS
Zscaler
$2,486$61 -2.4%12,9370.4%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$2,467$289 -10.5%17,4740.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,389$583 32.3%14,7270.3%Computer and Technology
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$2,311$11 0.5%20,0150.3%ETF
ASML Holding stock logo
ASML
ASML
$2,242$770 -25.6%2,1920.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,234$43 -1.9%4,4320.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,213$314 -12.4%5,4390.3%Finance
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$2,169$1,521 -41.2%15,4960.3%ETF
Baidu, Inc. stock logo
BIDU
Baidu
$2,143$883 70.0%24,7830.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,985$1,367 221.2%16,0650.3%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,944$332 -14.6%3,8180.3%Medical
Best Buy Co., Inc. stock logo
BBY
Best Buy
$1,911$31 -1.6%22,6750.3%Retail/Wholesale
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,891$210 -10.0%4,8340.3%Finance
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,696$280 -14.2%23,5520.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,573$100 6.8%8,6340.2%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,559$236 -13.1%26,6420.2%ETF
Shake Shack Inc. stock logo
SHAK
Shake Shack
$1,518$35 -2.3%16,8650.2%Retail/Wholesale
FedEx Co. stock logo
FDX
FedEx
$1,393$263 -15.9%4,6450.2%Transportation
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,386$71 -4.9%9,7100.2%Medical
GLOBAL X FDS
$1,194$1,194 New Holding36,0450.2%DEFENSE TECH ETF
Teradata Co. stock logo
TDC
Teradata
$1,1280.0%32,6250.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$1,105$310 -21.9%11,1260.2%Consumer Discretionary
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,097$39 -3.4%10,5600.2%Medical
Kulicke and Soffa Industries, Inc. stock logo
KLIC
Kulicke and Soffa Industries
$1,040$66 -6.0%21,1350.1%Computer and Technology
UiPath Inc. stock logo
PATH
UiPath
$1,036$156 -13.1%81,6870.1%Business Services
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,019$72 -6.6%13,1920.1%ETF
InMode Ltd. stock logo
INMD
InMode
$1,001$5 0.5%54,8550.1%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$995$984 -49.7%13,6970.1%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$935$10 1.0%3,9630.1%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$852$10 1.2%8,7820.1%Finance
Target Co. stock logo
TGT
Target
$851$183 -17.7%5,7490.1%Retail/Wholesale
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$828$799 -49.1%32,7610.1%Oils/Energy
AIRBNB INC
$763$5 -0.6%833,0000.1%NOTE 3/1
Nordstrom, Inc. stock logo
JWN
Nordstrom
$751$74 -9.0%35,3900.1%Retail/Wholesale
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$738$221 -23.0%2,1770.1%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$736$307 -29.4%5,9430.1%Finance
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$715$51 -6.7%3,6210.1%Manufacturing
SOUTHERN CO
$715$51 -6.7%700,0000.1%NOTE 3.875%12/1
SPDR S&P Health Care Equipment ETF stock logo
XHE
SPDR S&P Health Care Equipment ETF
$707$164 -18.9%8,3720.1%ETF
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$690$962 -58.2%6,4760.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$690$40 -5.5%1,0230.1%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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