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

→ Bible Shocker: Have You Seen Elon Musk’s Miracle? (From InvestorPlace) (Ad)

About Bank Hapoalim Bm

Investment Activity

Bank Hapoalim Bm has $772.15 thousand in total holdings as of March 31, 2024.
Bank Hapoalim Bm owns shares of 136 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 26.08% of the portfolio was purchased this quarter.
About 34.43% of the portfolio was sold this quarter.
This quarter, Bank Hapoalim Bm has purchased 143 new stocks and bought additional shares in 43 stocks.
Bank Hapoalim Bm sold shares of 69 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $58,785
Vanguard S&P 500 ETF: $42,096
iShares Core S&P 500 ETF: $40,655
Invesco QQQ: $34,085
Invesco NASDAQ 100 ETF: $27,952

Largest New Holdings this Quarter

Invesco NASDAQ 100 ETF: $27,952 Holding
iShares S&P 500 Growth ETF: $13,767 Holding
WisdomTree U.S. LargeCap Dividend Fund: $13,644 Holding
First Trust Morningstar Dividend Leaders Index: $13,391 Holding
Vanguard S&P 500 Growth ETF: $10,202 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 71,122 shares (about $34.19K)
Invesco NASDAQ 100 ETF: 153,000 shares (about $27.95K)
iShares S&P 500 Growth ETF: 163,000 shares (about $13.77K)
First Trust Dow Jones Internet Index Fund: 66,633 shares (about $13.67K)
WisdomTree U.S. LargeCap Dividend Fund: 189,000 shares (about $13.64K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 119,562 shares (about $62.55K)
iShares MSCI ACWI ETF: 311,230 shares (about $34.26K)
First Trust Nasdaq Cybersecurity ETF: 205,179 shares (about $11.57K)
Vanguard Total World Stock ETF: 99,707 shares (about $11.02K)
First Trust Capital Strength ETF: 60,000 shares (about $5.14K)

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
SPY SPDR S&P 500 ETF Trust	$58,785	$62,549 ▼	-51.6%	112,367	7.6%	Finance
VOO Vanguard S&P 500 ETF	$42,096	$34,192 ▲	432.6%	87,562	5.5%	ETF
IVV iShares Core S&P 500 ETF	$40,655		0.0%	77,340	5.3%	ETF
QQQ Invesco QQQ	$34,085	$251 ▼	-0.7%	76,767	4.4%	Finance
QQQM Invesco NASDAQ 100 ETF	$27,952	$27,952 ▲	New Holding	153,000	3.6%	ETF
XLV Health Care Select Sector SPDR Fund	$26,901	$2,775 ▲	11.5%	182,110	3.5%	ETF
SCHX Schwab US Large-Cap ETF	$23,583		0.0%	380,000	3.1%	ETF
XLG Invesco S&P 500 Top 50 ETF	$19,717		0.0%	468,000	2.6%	ETF
MSFT Microsoft	$16,475	$3,438 ▼	-17.3%	39,171	2.1%	Computer and Technology
IHI iShares U.S. Medical Devices ETF	$16,340	$375 ▲	2.3%	278,885	2.1%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$15,834	$286 ▼	-1.8%	397,822	2.1%	ETF
XLK Technology Select Sector SPDR Fund	$14,685	$348 ▲	2.4%	70,510	1.9%	ETF
FDN First Trust Dow Jones Internet Index Fund	$14,511	$13,666 ▲	1,617.3%	70,753	1.9%	ETF
SOXX iShares Semiconductor ETF	$14,310	$9,902 ▲	224.6%	63,341	1.9%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$14,270	$8,181 ▲	134.3%	232,000	1.8%	ETF
IVW iShares S&P 500 Growth ETF	$13,767	$13,767 ▲	New Holding	163,000	1.8%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$13,763	$538 ▲	4.1%	384,000	1.8%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$13,644	$13,644 ▲	New Holding	189,000	1.8%	Finance
KLAC KLA	$13,425	$1,494 ▼	-10.0%	19,218	1.7%	Computer and Technology
FDL First Trust Morningstar Dividend Leaders Index	$13,391	$13,391 ▲	New Holding	348,000	1.7%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$12,288	$768 ▼	-5.9%	240,000	1.6%	Manufacturing
XLF Financial Select Sector SPDR Fund	$11,993	$291 ▼	-2.4%	284,723	1.6%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$11,817	$3,421 ▲	40.7%	108,494	1.5%	Finance
FIW First Trust Water ETF	$11,266	$840 ▲	8.1%	110,344	1.5%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$10,869	$8,756 ▲	414.4%	127,466	1.4%	ETF
GOOG Alphabet	$10,729	$94 ▼	-0.9%	70,465	1.4%	Computer and Technology
FTCS First Trust Capital Strength ETF	$10,706	$5,139 ▼	-32.4%	125,000	1.4%	ETF
VOOG Vanguard S&P 500 Growth ETF	$10,202	$10,202 ▲	New Holding	33,500	1.3%	ETF
XLC Communication Services Select Sector SPDR Fund	$10,039	$458 ▲	4.8%	122,939	1.3%	ETF
SKYY First Trust Cloud Computing ETF	$9,444	$8,378 ▲	786.3%	98,783	1.2%	Manufacturing
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$8,047	$761 ▲	10.4%	246,154	1.0%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$7,911	$796 ▲	11.2%	43,021	1.0%	Finance
BIV Vanguard Intermediate-Term Bond ETF	$7,604	$7,604 ▲	New Holding	100,000	1.0%	ETF
AAPL Apple	$7,114	$1,374 ▼	-16.2%	41,487	0.9%	Computer and Technology
CRM Salesforce	$6,861	$256 ▼	-3.6%	22,780	0.9%	Computer and Technology
QCOM QUALCOMM	$6,612	$615 ▲	10.3%	39,054	0.9%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$6,225	$387 ▲	6.6%	49,422	0.8%	ETF
CHKP Check Point Software Technologies	$5,929	$226 ▼	-3.7%	36,149	0.8%	Computer and Technology
VEEV Veeva Systems	$5,115	$299 ▲	6.2%	22,075	0.7%	Computer and Technology
ZM Zoom Video Communications	$5,050	$1,192 ▼	-19.1%	77,248	0.7%	Computer and Technology
CIBR First Trust Nasdaq Cybersecurity ETF	$5,039	$11,570 ▼	-69.7%	89,359	0.7%	Manufacturing
JPM JPMorgan Chase & Co.	$5,037	$425 ▼	-7.8%	25,148	0.7%	Finance
LLY Eli Lilly and Company	$4,732	$678 ▲	16.7%	6,082	0.6%	Medical
SEDG SolarEdge Technologies	$4,571	$1,195 ▼	-20.7%	64,393	0.6%	Oils/Energy
NVDA NVIDIA	$4,520	$878 ▲	24.1%	5,002	0.6%	Computer and Technology
NOW ServiceNow	$4,457	$442 ▼	-9.0%	5,847	0.6%	Computer and Technology
AMZN Amazon.com	$4,364	$756 ▲	21.0%	24,194	0.6%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,037	$86 ▼	-2.1%	50,137	0.5%	ETF
ABBV AbbVie	$4,027	$134 ▼	-3.2%	22,113	0.5%	Medical
EPAM EPAM Systems	$3,867	$184 ▲	5.0%	14,003	0.5%	Computer and Technology
XAR SPDR S&P Aerospace & Defense ETF	$3,704	$97 ▲	2.7%	26,363	0.5%	ETF
PPH VanEck Pharmaceutical ETF	$3,693	$3,206 ▲	657.7%	40,712	0.5%	Manufacturing
PFE Pfizer	$3,605	$2,974 ▲	471.0%	129,899	0.5%	Medical
V Visa	$3,292	$132 ▼	-3.9%	11,797	0.4%	Business Services
EW Edwards Lifesciences	$3,055	$1,870 ▲	157.8%	31,965	0.4%	Medical
MRK Merck & Co., Inc.	$2,981	$49 ▲	1.7%	22,594	0.4%	Medical
VT Vanguard Total World Stock ETF	$2,929	$11,019 ▼	-79.0%	26,503	0.4%	ETF
ASML ASML	$2,858	$1 ▼	0.0%	2,945	0.4%	Computer and Technology
BRK.B Berkshire Hathaway	$2,612	$147 ▼	-5.3%	6,211	0.3%	Finance
ZS Zscaler	$2,553	$290 ▼	-10.2%	13,254	0.3%	Computer and Technology
ORCL Oracle	$2,452	$1,558 ▲	174.4%	19,523	0.3%	Computer and Technology
VHT Vanguard Health Care ETF	$2,396	$412 ▼	-14.7%	8,857	0.3%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$2,307	$619 ▼	-21.1%	19,919	0.3%	ETF
UNH UnitedHealth Group	$2,212	$69 ▼	-3.0%	4,471	0.3%	Medical
META Meta Platforms	$2,193	$72 ▼	-3.2%	4,517	0.3%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$2,137	$142 ▼	-6.2%	5,372	0.3%	Finance
PATH UiPath	$2,130	$163 ▲	8.3%	93,951	0.3%	Business Services
UBER Uber Technologies	$2,098	$844 ▼	-28.7%	27,247	0.3%	Computer and Technology
AMD Advanced Micro Devices	$2,009	$226 ▼	-10.1%	11,132	0.3%	Computer and Technology
BABA Alibaba Group	$1,985	$946 ▲	91.1%	27,436	0.3%	Retail/Wholesale
BBY Best Buy	$1,890	$622 ▲	49.0%	23,045	0.2%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$1,863	$1,192 ▲	177.6%	30,673	0.2%	ETF
SHAK Shake Shack	$1,795	$422 ▼	-19.0%	17,255	0.2%	Retail/Wholesale
DIS Walt Disney	$1,744	$46 ▼	-2.6%	14,249	0.2%	Consumer Discretionary
SWKS Skyworks Solutions	$1,680	$477 ▼	-22.1%	15,509	0.2%	Computer and Technology
FDX FedEx	$1,600	$690 ▲	75.9%	5,522	0.2%	Transportation
INTC Intel	$1,548	$60 ▼	-3.7%	35,040	0.2%	Computer and Technology
BIDU Baidu	$1,534	$189 ▲	14.0%	14,575	0.2%	Computer and Technology
PBW Invesco WilderHill Clean Energy ETF	$1,454	$872 ▼	-37.5%	63,070	0.2%	ETF
NVO Novo Nordisk A/S	$1,311	$173 ▼	-11.7%	10,210	0.2%	Medical
TDC Teradata	$1,262	$116 ▲	10.1%	32,625	0.2%	Computer and Technology
ABT Abbott Laboratories	$1,243	$55 ▲	4.7%	10,935	0.2%	Medical
TGT Target	$1,238	$51 ▼	-3.9%	6,984	0.2%	Retail/Wholesale
GOOGL Alphabet	$1,220	$61 ▼	-4.8%	8,086	0.2%	Computer and Technology
INMD InMode	$1,179	$1,179 ▲	New Holding	54,580	0.2%	Medical
KLIC Kulicke and Soffa Industries	$1,131	$1,099 ▼	-49.3%	22,485	0.1%	Computer and Technology
BX Blackstone	$1,106	$280 ▼	-20.2%	8,418	0.1%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$1,092	$144 ▼	-11.7%	14,128	0.1%	ETF
ARRY Array Technologies	$1,031		0.0%	69,135	0.1%	Oils/Energy
XHE SPDR S&P Health Care Equipment ETF	$907	$49 ▼	-5.2%	10,317	0.1%	ETF
CLOU Global X Cloud Computing ETF	$890	$191 ▼	-17.7%	40,926	0.1%	Manufacturing
C Citigroup	$874	$63 ▼	-6.8%	13,824	0.1%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$850	$31 ▲	3.8%	8,676	0.1%	Finance
PCTY Paylocity	$819		0.0%	4,766	0.1%	Computer and Technology
AMAT Applied Materials	$809	$809 ▲	New Holding	3,922	0.1%	Computer and Technology
TSEM Tower Semiconductor	$807	$20 ▼	-2.4%	24,133	0.1%	Computer and Technology
PANW Palo Alto Networks	$804	$2,003 ▼	-71.4%	2,829	0.1%	Computer and Technology
JWN Nordstrom	$788		0.0%	38,890	0.1%	Retail/Wholesale
AIRBNB INC	$782	$43 ▼	-5.2%	838,000	0.1%	NOTE 3/1
ADSK Autodesk	$767		0.0%	2,945	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

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

About Bank Hapoalim Bm

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

About Bank Hapoalim Bm

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 ofBank Hapoalim Bm

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information