Israel Discount Bank Of New York Top Holdings and 13F Report (2025) About Israel Discount Bank Of New YorkInvestment ActivityIsrael Discount Bank Of New York has $130.11 million in total holdings as of March 31, 2025.Israel Discount Bank Of New York owns shares of 31 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 6.22% of the portfolio was purchased this quarter.About 10.40% of the portfolio was sold this quarter.This quarter, Israel Discount Bank Of New York has purchased 46 new stocks and bought additional shares in 3 stocks.Israel Discount Bank Of New York sold shares of 24 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $44,171,113EXCHANGE LISTED FDS TR $37,216,118EXCHANGE LISTED FDS TR $23,252,996iShares 7-10 Year Treasury Bond ETF $3,191,271iShares 1-5 Year Investment Grade Corporate Bond ETF $2,283,908 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $229,025 Holding Largest Purchases this Quarter EXCHANGE LISTED FDS TR 124,254 shares (about $3.31M)EXCHANGE LISTED FDS TR 107,162 shares (about $3.14M)SPDR S&P 500 ETF Trust 2,518 shares (about $1.41M)Johnson & Johnson 1,381 shares (about $229.03K) Largest Sales this Quarter iShares Core MSCI Europe ETF 23,511 shares (about $1.41M)iShares MSCI Emerging Markets ETF 25,297 shares (about $1.11M)iShares 7-10 Year Treasury Bond ETF 10,162 shares (about $969.15K)iShares Core S&P 500 ETF 1,703 shares (about $956.92K)iShares 5-10 Year Investment Grade Corporate Bond ETF 16,582 shares (about $870.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIsrael Discount Bank Of New York Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$44,171,113$1,408,544 ▲3.3%78,96333.9%FinanceEXCHANGE LISTED FDS TR$37,216,118$3,144,133 ▲9.2%1,268,44328.6%BANCREEK US LARGEXCHANGE LISTED FDS TR$23,252,996$3,308,884 ▲16.6%873,18817.9%BANCREEK INT LCIEFiShares 7-10 Year Treasury Bond ETF$3,191,271$969,150 ▼-23.3%33,4622.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,283,908$750,619 ▼-24.7%43,6111.8%ManufacturingIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,965,561$870,887 ▼-30.7%37,4251.5%ManufacturingIEURiShares Core MSCI Europe ETF$1,965,041$1,414,187 ▼-41.8%32,6691.5%ETFEEMiShares MSCI Emerging Markets ETF$1,781,999$1,105,479 ▼-38.3%40,7781.4%FinanceIVViShares Core S&P 500 ETF$1,738,518$956,915 ▼-35.5%3,0941.3%ETFSHELShell$1,423,7580.0%19,4291.1%EnergyIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$1,345,662$386,922 ▼-22.3%26,7901.0%ETFPGProcter & Gamble$869,483$46,866 ▼-5.1%5,1020.7%Consumer StaplesSPGIS&P Global$863,7700.0%1,7000.7%Business ServicesULUnilever$766,944$145,540 ▼-15.9%12,8790.6%Consumer StaplesMSFTMicrosoft$704,982$273,659 ▼-28.0%1,8780.5%Computer and TechnologyEWJiShares MSCI Japan ETF$621,771$400,116 ▼-39.2%9,0690.5%ETFMBBiShares MBS ETF$618,948$255,551 ▼-29.2%6,6000.5%ETFAAPLApple$614,855$307,205 ▼-33.3%2,7680.5%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$521,394$288,557 ▼-35.6%6,1290.4%ETFXOMExxon Mobil$458,237$46,026 ▼-9.1%3,8530.4%EnergyIEIiShares 3-7 Year Treasury Bond ETF$456,120$194,687 ▼-29.9%3,8610.4%ETFJPMJPMorgan Chase & Co.$447,427$174,408 ▼-28.0%1,8240.3%FinanceAMZNAmazon.com$415,908$209,096 ▼-33.5%2,1860.3%Retail/WholesaleCLColgate-Palmolive$412,2800.0%4,4000.3%Consumer StaplesGOOGLAlphabet$395,724$186,960 ▼-32.1%2,5590.3%Computer and TechnologyEPPiShares MSCI Pacific ex Japan ETF$300,585$177,590 ▼-37.1%6,8160.2%FinanceIWMiShares Russell 2000 ETF$295,444$152,609 ▼-34.1%1,4810.2%FinanceMAMastercard$291,052$150,733 ▼-34.1%5310.2%Business ServicesNEENextEra Energy$274,273$36,083 ▼-11.6%3,8690.2%UtilitiesJNJJohnson & Johnson$229,025$229,025 ▲New Holding1,3810.2%MedicalNVDANVIDIA$213,292$87,679 ▼-29.1%1,9680.2%Computer and TechnologyCOSTCostco Wholesale$0$374,754 ▼-100.0%00.0%Retail/WholesaleMETAMeta Platforms$0$315,004 ▼-100.0%00.0%Computer and TechnologyCMGChipotle Mexican Grill$0$301,500 ▼-100.0%00.0%Retail/WholesaleCRMSalesforce$0$279,835 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$268,792 ▼-100.0%00.0%Retail/WholesaleABTAbbott Laboratories$0$259,927 ▼-100.0%00.0%MedicalNSCNorfolk Southern$0$233,291 ▼-100.0%00.0%TransportationADBEAdobe$0$232,123 ▼-100.0%00.0%Computer and TechnologyMDLZMondelez International$0$231,872 ▼-100.0%00.0%Consumer StaplesHONHoneywell International$0$216,403 ▼-100.0%00.0%Multi-Sector ConglomeratesBIIBBiogen$0$214,852 ▼-100.0%00.0%MedicalGDGeneral Dynamics$0$205,522 ▼-100.0%00.0%AerospaceCSCOCisco Systems$0$204,477 ▼-100.0%00.0%Computer and TechnologyBXBlackstone$0$203,456 ▼-100.0%00.0%FinanceADIAnalog Devices$0$202,262 ▼-100.0%00.0%Computer and TechnologySLBSchlumberger$0$201,170 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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