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 $5.69 million in total holdings as of December 31, 2023.
Harel Insurance Investments & Financial Services Ltd. owns shares of 606 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 10.31% of the portfolio was purchased this quarter.
About 7.39% of the portfolio was sold this quarter.
This quarter, Harel Insurance Investments & Financial Services Ltd. has purchased 683 new stocks and bought additional shares in 106 stocks.
Harel Insurance Investments & Financial Services Ltd. sold shares of 303 stocks and completely divested from 125 stocks this quarter.

Largest Holdings

Health Care Select Sector SPDR Fund: $385,121
Financial Select Sector SPDR Fund: $364,322
Teva Pharmaceutical Industries: $297,886
Consumer Staples Select Sector SPDR Fund: $256,289
Utilities Select Sector SPDR Fund: $256,215

Largest New Holdings this Quarter

SPDR S&P Bank ETF: $13,806 Holding
iShares 0-5 Year Investment Grade Corporate Bond ETF: $6,101 Holding
Etsy: $2,273 Holding
Cardinal Health: $2,271 Holding
Cboe Global Markets: $1,871 Holding

Largest Purchases this Quarter

Utilities Select Sector SPDR Fund: 3,419,614 shares (about $216.56K)
Health Care Select Sector SPDR Fund: 766,066 shares (about $104.48K)
Lockheed Martin: 55,365 shares (about $25.22K)
Northrop Grumman: 50,800 shares (about $23.78K)
Industrial Select Sector SPDR Fund: 155,872 shares (about $17.77K)

Largest Sales this Quarter

Energy Select Sector SPDR Fund: 909,695 shares (about $76.23K)
Invesco KBW Bank ETF: 1,550,000 shares (about $75.51K)
Financial Select Sector SPDR Fund: 1,204,466 shares (about $45.29K)
Palo Alto Networks: 153,191 shares (about $45.18K)
Vanguard Short-Term Corporate Bond ETF: 160,670 shares (about $12.44K)

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	$385,121	$104,476 ▲	37.2%	2,823,883	6.8%	ETF
XLF Financial Select Sector SPDR Fund	$364,322	$45,288 ▼	-11.1%	9,689,414	6.4%	ETF
TEVA Teva Pharmaceutical Industries	$297,886	$8,579 ▲	3.0%	28,533,099	5.2%	Medical
XLP Consumer Staples Select Sector SPDR Fund	$256,289	$61 ▲	0.0%	3,558,105	4.5%	ETF
XLU Utilities Select Sector SPDR Fund	$256,215	$216,564 ▲	546.2%	4,045,719	4.5%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$236,292		0.0%	6,833,801	4.2%	ETF
VHT Vanguard Health Care ETF	$190,339		0.0%	759,229	3.3%	ETF
NVMI Nova	$159,058		0.0%	1,157,710	2.8%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$150,318	$52 ▼	0.0%	2,068,793	2.6%	ETF
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$139,246		0.0%	4,821,546	2.4%	Finance
IGV iShares Expanded Tech-Software Sector ETF	$133,944	$325 ▲	0.2%	330,204	2.4%	ETF
MSFT Microsoft	$119,502	$1,433 ▼	-1.2%	317,823	2.1%	Computer and Technology
XLRE Real Estate Select Sector SPDR Fund	$116,934	$12 ▼	0.0%	2,918,968	2.1%	ETF
XLI Industrial Select Sector SPDR Fund	$111,215	$17,768 ▲	19.0%	975,661	2.0%	ETF
XLE Energy Select Sector SPDR Fund	$110,508	$76,234 ▼	-40.8%	1,318,690	1.9%	ETF
GOOGL Alphabet	$103,826	$395 ▼	-0.4%	743,129	1.8%	Computer and Technology
PERI Perion Network	$102,468	$10,700 ▲	11.7%	3,319,354	1.8%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$101,455	$247 ▼	-0.2%	527,104	1.8%	ETF
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF	$99,855		0.0%	2,100,000	1.8%	ETF
SEDG SolarEdge Technologies	$92,210	$8,359 ▲	10.0%	984,901	1.6%	Oils/Energy
AAPL Apple	$91,642	$884 ▼	-1.0%	475,963	1.6%	Computer and Technology
TSEM Tower Semiconductor	$86,177	$7,244 ▲	9.2%	2,823,631	1.5%	Computer and Technology
PANW Palo Alto Networks	$83,962	$45,175 ▼	-35.0%	284,719	1.5%	Computer and Technology
NICE NICE	$82,523	$5,098 ▲	6.6%	413,619	1.5%	Computer and Technology
VPL Vanguard FTSE Pacific ETF	$76,280		0.0%	1,059,053	1.3%	ETF
ORA Ormat Technologies	$65,500	$13,107 ▲	25.0%	864,232	1.2%	Oils/Energy
LMT Lockheed Martin	$62,932	$25,223 ▲	66.9%	138,135	1.1%	Aerospace
V Visa	$59,702	$566 ▲	1.0%	229,315	1.0%	Business Services
XME SPDR S&P Metals & Mining ETF	$58,364		0.0%	975,500	1.0%	ETF
CAMT Camtek	$57,881		0.0%	834,265	1.0%	Computer and Technology
NVO Novo Nordisk A/S	$57,689	$57 ▲	0.1%	557,654	1.0%	Medical
FXG First Trust Consumer Staples AlphaDEX Fund	$57,160		0.0%	906,000	1.0%	ETF
TSM Taiwan Semiconductor Manufacturing	$54,691	$1,283 ▼	-2.3%	525,869	1.0%	Computer and Technology
MA Mastercard	$53,633	$264 ▲	0.5%	125,748	0.9%	Business Services
AMZN Amazon.com	$52,299	$139 ▼	-0.3%	343,999	0.9%	Retail/Wholesale
NOC Northrop Grumman	$48,902	$23,782 ▲	94.7%	104,460	0.9%	Aerospace
RSPM Invesco S&P 500 Equal Weight Materials ETF	$47,428		0.0%	1,410,000	0.8%	ETF
ENLT Enlight Renewable Energy	$47,063		0.0%	2,458,907	0.8%	Oils/Energy
IHI iShares U.S. Medical Devices ETF	$39,074	$1,428 ▼	-3.5%	723,996	0.7%	ETF
BABA Alibaba Group	$37,531	$256 ▼	-0.7%	479,656	0.7%	Retail/Wholesale
KBWP Invesco KBW Property & Casualty Insurance ETF	$36,657		0.0%	405,000	0.6%	ETF
RTX RTX	$32,519	$13,217 ▲	68.5%	386,488	0.6%	Aerospace
RSPT Invesco S&P 500 Equal Weight Technology ETF	$31,987		0.0%	980,000	0.6%	ETF
MRVL Marvell Technology	$28,913	$220 ▼	-0.8%	479,392	0.5%	Business Services
MGIC Magic Software Enterprises	$25,356		0.0%	2,616,739	0.4%	Computer and Technology
PYPL PayPal	$24,218	$13,395 ▲	123.8%	394,265	0.4%	Computer and Technology
FDX FedEx	$23,918	$117 ▲	0.5%	94,227	0.4%	Transportation
DAL Delta Air Lines	$22,464	$6,464 ▲	40.4%	558,338	0.4%	Transportation
DOX Amdocs	$20,166	$8,315 ▼	-29.2%	228,320	0.4%	Computer and Technology
INMD InMode	$19,378	$5,748 ▲	42.2%	871,312	0.3%	Medical
KRNT Kornit Digital	$17,669	$5 ▼	0.0%	922,175	0.3%	Industrial Products
UAL United Airlines	$17,618	$0 ▼	0.0%	427,000	0.3%	Transportation
QQQ Invesco QQQ	$16,238	$4,562 ▼	-21.9%	39,629	0.3%	Finance
VGT Vanguard Information Technology ETF	$16,117		0.0%	33,300	0.3%	ETF
SOXX iShares Semiconductor ETF	$16,102	$10 ▼	-0.1%	27,953	0.3%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$15,229	$219 ▼	-1.4%	85,170	0.3%	Finance
FTEC Fidelity MSCI Information Technology Index ETF	$15,068		0.0%	104,900	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$14,911	$723 ▲	5.1%	31,320	0.3%	Finance
GXO GXO Logistics	$14,896	$7,122 ▲	91.6%	243,563	0.3%	Transportation
TGT Target	$14,281	$142 ▼	-1.0%	100,275	0.3%	Retail/Wholesale
KBE SPDR S&P Bank ETF	$13,806	$13,806 ▲	New Holding	300,000	0.2%	ETF
GLBE Global-E Online	$13,361	$1,036 ▼	-7.2%	337,149	0.2%	Consumer Cyclical
URGN UroGen Pharma	$13,051	$2 ▼	0.0%	870,045	0.2%	Medical
GOOG Alphabet	$12,877	$2,285 ▼	-15.1%	91,355	0.2%	Computer and Technology
COPX Global X Copper Miners ETF	$12,698		0.0%	336,000	0.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$12,602	$1,118 ▲	9.7%	113,879	0.2%	Finance
VOX Vanguard Communication Services ETF	$12,090		0.0%	102,700	0.2%	ETF
INVZ Innoviz Technologies	$11,884	$883 ▼	-6.9%	4,697,111	0.2%	Auto/Tires/Trucks
FDN First Trust Dow Jones Internet Index Fund	$10,633		0.0%	57,000	0.2%	ETF
EWJ iShares MSCI Japan ETF	$9,619	$2,084 ▲	27.7%	149,990	0.2%	ETF
CYBR CyberArk Software	$9,367	$11,204 ▼	-54.5%	42,762	0.2%	Computer and Technology
ITRN Ituran Location and Control	$8,855	$2 ▼	0.0%	322,250	0.2%	Industrial Products
DK Delek US	$8,120		0.0%	314,719	0.1%	Oils/Energy
META Meta Platforms	$7,995	$725 ▲	10.0%	22,388	0.1%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$7,975	$8,634 ▼	-52.0%	50,512	0.1%	ETF
FEZ SPDR EURO STOXX 50 ETF	$7,833	$1 ▼	0.0%	163,830	0.1%	ETF
VCR Vanguard Consumer Discretionary ETF	$7,705		0.0%	25,300	0.1%	ETF
ACWI iShares MSCI ACWI ETF	$7,462	$1,615 ▲	27.6%	73,324	0.1%	Manufacturing
BKNG Booking	$7,205	$2,424 ▼	-25.2%	2,030	0.1%	Retail/Wholesale
JCI Johnson Controls International	$7,018	$6,974 ▲	15,837.7%	121,764	0.1%	Industrial Products
SPLV Invesco S&P 500 Low Volatility ETF	$7,005	$250 ▲	3.7%	111,988	0.1%	ETF
VOO Vanguard S&P 500 ETF	$6,963	$1,937 ▼	-21.8%	16,033	0.1%	ETF
ADBE Adobe	$6,823	$1,174 ▲	20.8%	11,449	0.1%	Computer and Technology
PBW Invesco WilderHill Clean Energy ETF	$6,635	$13 ▼	-0.2%	223,249	0.1%	ETF
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$6,101	$6,101 ▲	New Holding	124,000	0.1%	Manufacturing
STZ Constellation Brands	$6,044		0.0%	25,000	0.1%	Consumer Staples
ICL ICL Group	$5,204	$1,002 ▲	23.8%	1,038,764	0.1%	Basic Materials
TSLA Tesla	$5,040	$1,167 ▼	-18.8%	20,084	0.1%	Auto/Tires/Trucks
VWO Vanguard FTSE Emerging Markets ETF	$4,976		0.0%	121,078	0.1%	ETF
HD Home Depot	$4,891	$37 ▲	0.8%	14,111	0.1%	Retail/Wholesale
AVGO Broadcom	$4,835	$4,268 ▲	752.4%	4,313	0.1%	Computer and Technology
GWW W.W. Grainger	$4,311	$1,395 ▲	47.8%	5,208	0.1%	Industrial Products
IWM iShares Russell 2000 ETF	$4,270	$4,259 ▲	37,205.3%	21,264	0.1%	Finance
CMCT Creative Media & Community Trust Co.	$4,217		0.0%	1,123,380	0.1%	Finance
VRTX Vertex Pharmaceuticals	$4,122	$1,942 ▲	89.1%	10,098	0.1%	Medical
MSI Motorola Solutions	$3,993	$2,401 ▲	150.9%	12,787	0.1%	Computer and Technology
DECK Deckers Outdoor	$3,910	$752 ▲	23.8%	5,820	0.1%	Retail/Wholesale
MCK McKesson	$3,885	$2,963 ▲	321.4%	8,432	0.1%	Medical
FDS FactSet Research Systems	$3,696	$48 ▲	1.3%	7,750	0.1%	Business Services
ASHR X-trackers Harvest CSI 300 China A-Shares Fund	$3,669		0.0%	153,455	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