Free Trial

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

About Bank Hapoalim Bm

Investment Activity

  • Bank Hapoalim Bm has $660.08 thousand in total holdings as of September 30, 2024.
  • Bank Hapoalim Bm owns shares of 129 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
  • Approximately 8.69% of the portfolio was purchased this quarter.
  • About 20.09% of the portfolio was sold this quarter.
  • This quarter, Bank Hapoalim Bm has purchased 136 new stocks and bought additional shares in 23 stocks.
  • Bank Hapoalim Bm sold shares of 86 stocks and completely divested from 12 stocks this quarter.

Largest New Holdings this Quarter

iShares Core S&P 500 ETF
$33,513 Holding
McDonald's
$1,707 Holding
NIKE
$1,073 Holding
Invesco Solar ETF
$255 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
58,100 shares (about $33.51K)
SPDR S&P 500 ETF Trust
6,963 shares (about $4.00K)
Invesco QQQ
6,347 shares (about $3.10K)
Financial Select Sector SPDR Fund
39,515 shares (about $1.79K)

Largest Sales this Quarter

Global X U.S. Infrastructure Development ETF
305,365 shares (about $12.57K)
Technology Select Sector SPDR Fund
47,641 shares (about $10.76K)
First Trust Cloud Computing ETF
88,998 shares (about $9.10K)
First Trust Dow Jones Internet Index Fund
31,350 shares (about $6.64K)
SPDR Portfolio S&P 500 ETF
81,000 shares (about $5.47K)

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
$59,250$3,098 5.5%121,3979.0%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$55,432$3,995 7.8%96,6118.4%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$33,513$33,513 New Holding58,1005.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$27,409$5,468 -16.6%406,0004.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$21,168$7 0.0%40,1173.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$18,103$610 3.5%117,5352.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$16,727$367 -2.1%38,8902.5%Computer and Technology
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$14,5990.0%348,0002.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$14,4230.0%384,0002.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$13,7910.0%79,0002.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$13,733$1,791 15.0%303,0162.1%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$13,6320.0%113,2502.1%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$13,5020.0%168,0002.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$13,3750.0%50,8002.0%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$12,246$1,159 -8.6%53,1071.9%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$12,0640.0%110,3441.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$11,892$72 -0.6%71,1301.8%Computer and Technology
KLA Co. stock logo
KLAC
KLA
$11,753$1,629 -12.2%15,1771.8%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$11,385$10,756 -48.6%50,4291.7%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$11,3500.0%125,0001.7%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$10,473$151 -1.4%115,8531.6%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$9,933$1,251 -11.2%111,1411.5%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$9,796$499 5.4%290,5881.5%ETF
Apple Inc. stock logo
AAPL
Apple
$9,232$295 -3.1%39,6221.4%Computer and Technology
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$8,670$8,670 New Holding122,4001.3%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$8,569$3,636 -29.8%75,8481.3%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$8,4710.0%206,0001.3%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$8,338$6,641 -44.3%39,3621.3%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$7,792$340 -4.2%38,8861.2%Finance
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$7,4240.0%94,5001.1%Finance
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$6,644$408 -5.8%34,4591.0%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$6,426$324 -4.8%47,4441.0%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$6,261$286 -4.4%22,8760.9%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,533$180 -3.2%103,9570.8%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$5,511$111 -2.0%32,4090.8%Computer and Technology
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$5,409$589 12.2%77,5600.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,379$689 14.7%28,8690.8%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$4,918$92 -1.8%5,4990.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,753$150 -3.1%5,3650.7%Medical
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$4,711$101 -2.1%22,4450.7%Computer and Technology
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$4,686$12,569 -72.8%113,8500.7%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$4,623$339 -6.8%78,0590.7%Manufacturing
VanEck Pharmaceutical ETF stock logo
PPH
VanEck Pharmaceutical ETF
$4,556$71 -1.5%47,9400.7%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,416$350 -7.4%20,9420.7%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,273$52 1.2%51,0230.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$3,840$101 -2.6%19,4450.6%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$3,769$84 2.3%130,2180.6%Medical
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$3,020$85 2.9%10,7020.5%ETF
Oracle Co. stock logo
ORCL
Oracle
$2,967$11 -0.4%17,4110.4%Computer and Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,955$123 -4.0%24,6850.4%ETF
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$2,789$3 0.1%14,0130.4%Computer and Technology
Baidu, Inc. stock logo
BIDU
Baidu
$2,608$1 0.0%24,7710.4%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,518$53 -2.1%22,1740.4%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,460$77 -3.0%4,2980.4%Computer and Technology
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$2,427$11 -0.4%15,4270.4%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$2,370$24 -1.0%19,8130.4%ETF
Best Buy Co., Inc. stock logo
BBY
Best Buy
$2,336$7 -0.3%22,6110.4%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,333$83 -3.4%14,2200.4%Computer and Technology
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$2,292$607 -20.9%38,7030.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,172$332 -13.3%4,7180.3%Finance
Zscaler, Inc. stock logo
ZS
Zscaler
$2,142$69 -3.1%12,5320.3%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,009$36 -1.8%4,7490.3%Finance
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$1,9440.0%29,4650.3%Medical
Intel Co. stock logo
INTC
Intel
$1,925$90 -4.5%82,0750.3%Computer and Technology
ASML Holding stock logo
ASML
ASML
$1,888$62 3.4%2,2660.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,886$65 -3.3%15,5300.3%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,765$468 -21.0%3,0180.3%Medical
McDonald's Co. stock logo
MCD
McDonald's
$1,707$1,707 New Holding5,6060.3%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,542$1,515 -49.6%5,6070.2%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,508$76 5.3%9,0900.2%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,502$997 -39.9%14,1530.2%Retail/Wholesale
Shake Shack Inc. stock logo
SHAK
Shake Shack
$1,481$259 -14.9%14,3530.2%Retail/Wholesale
GLOBAL X FDS
$1,346$4 0.3%36,1500.2%DEFENSE TECH ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,341$293 28.0%16,8870.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,181$23 -1.9%10,3600.2%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,085$71 -6.2%9,1100.2%Medical
NIKE, Inc. stock logo
NKE
NIKE
$1,073$1,073 New Holding12,1370.2%Consumer Discretionary
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$1,010$9,098 -90.0%9,8800.2%Manufacturing
Teradata Co. stock logo
TDC
Teradata
$974$16 -1.6%32,1030.1%Computer and Technology
UiPath Inc. stock logo
PATH
UiPath
$946$100 -9.5%73,8990.1%Business Services
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$927$37 4.2%9,1520.1%Finance
Kulicke and Soffa Industries, Inc. stock logo
KLIC
Kulicke and Soffa Industries
$901$53 -5.6%19,9600.1%Computer and Technology
InMode Ltd. stock logo
INMD
InMode
$809$121 -13.0%47,7330.1%Medical
Paylocity Holding Co. stock logo
PCTY
Paylocity
$778$8 -1.0%4,7180.1%Computer and Technology
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$769$19 2.5%33,5730.1%Oils/Energy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$756$45 -5.6%3,7410.1%Computer and Technology
American Express stock logo
AXP
American Express
$753$25 -3.2%2,7780.1%Finance
SOUTHERN CO
$733$47 -6.0%658,0000.1%NOTE 3.875%12/1
Netflix, Inc. stock logo
NFLX
Netflix
$731$5 0.7%1,0300.1%Consumer Discretionary
AIRBNB INC
$682$95 -12.2%731,3750.1%NOTE 3/1
iShares U.S. Financial Services ETF stock logo
IYG
iShares U.S. Financial Services ETF
$637$25 -3.8%8,9660.1%ETF
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$633$59 -8.6%3,3110.1%Manufacturing
SPDR S&P Health Care Equipment ETF stock logo
XHE
SPDR S&P Health Care Equipment ETF
$631$127 -16.8%6,9670.1%ETF
Citigroup Inc. stock logo
C
Citigroup
$607$62 -9.3%9,6950.1%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$558$6 -1.1%10,6020.1%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$557$71 -11.3%1,1280.1%Business Services
The Boston Beer Company, Inc. stock logo
SAM
Boston Beer
$555$43 -7.3%1,9180.1%Consumer Staples
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$525$74 -12.4%4,1330.1%ETF
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$506$134 -20.9%5,1210.1%Computer and Technology
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$504$70 16.1%9,9950.1%Manufacturing

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data