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 $137.42 million in total holdings as of December 31, 2024.Israel Discount Bank Of New York owns shares of 46 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 55.61% of the portfolio was purchased this quarter.About 3.25% 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 13 stocks.Israel Discount Bank Of New York sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $44,802,886Exchange Listed Funds Trust $35,349,394Exchange Listed Funds Trust $18,902,046iShares 7-10 Year Treasury Bond ETF $4,033,039iShares Core MSCI Europe ETF $3,032,597 Largest New Holdings this Quarter SPDR S&P 500 ETF Trust $44,802,886 HoldingExchange Listed Funds Trust $18,902,046 HoldingCisco Systems $204,477 HoldingBlackstone $203,456 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 76,445 shares (about $44.80M)Exchange Listed Funds Trust 748,934 shares (about $18.90M)Exchange Listed Funds Trust 401,025 shares (about $12.21M)Cisco Systems 3,454 shares (about $204.48K)Blackstone 1,180 shares (about $203.46K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,351 shares (about $1.38M)iShares 7-10 Year Treasury Bond ETF 4,470 shares (about $413.25K)iShares 1-5 Year Investment Grade Corporate Bond ETF 6,609 shares (about $341.69K)iShares 5-10 Year Investment Grade Corporate Bond ETF 4,407 shares (about $227.00K)iShares MSCI Emerging Markets ETF 4,397 shares (about $183.88K) 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$44,802,886$44,802,886 ▲New Holding76,44532.6%FinanceExchange Listed Funds Trust$35,349,394$12,207,201 ▲52.7%1,161,28125.7%BANCREEK US LARGExchange Listed Funds Trust$18,902,046$18,902,046 ▲New Holding748,93413.8%NoneIEFiShares 7-10 Year Treasury Bond ETF$4,033,039$413,252 ▼-9.3%43,6242.9%ETFIEURiShares Core MSCI Europe ETF$3,032,597$111,361 ▼-3.5%56,1802.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,995,705$341,685 ▼-10.2%57,9442.2%ManufacturingIVViShares Core S&P 500 ETF$2,823,898$1,383,987 ▼-32.9%4,7972.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,781,901$227,005 ▼-7.5%54,0072.0%ManufacturingEEMiShares MSCI Emerging Markets ETF$2,763,256$183,883 ▼-6.2%66,0752.0%FinanceIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$1,703,954$175,419 ▼-9.3%34,4931.2%ETFSHELShell$1,217,2270.0%19,4290.9%Oils/EnergyMSFTMicrosoft$1,098,851$31,191 ▲2.9%2,6070.8%Computer and TechnologyAAPLApple$1,039,494$18,281 ▼-1.7%4,1510.8%Computer and TechnologyEWJiShares MSCI Japan ETF$1,000,126$53,948 ▼-5.1%14,9050.7%ETFPGProcter & Gamble$901,454$3,353 ▲0.4%5,3770.7%Consumer StaplesULUnilever$868,8140.0%15,3230.6%Consumer StaplesMBBiShares MBS ETF$854,916$69,768 ▼-7.5%9,3250.6%ETFSPGIS&P Global$846,6510.0%1,7000.6%Business ServicesIWRiShares Russell Mid-Cap ETF$841,657$80,798 ▼-8.8%9,5210.6%ETFAMZNAmazon.com$720,696$7,240 ▼-1.0%3,2850.5%Retail/WholesaleGOOGLAlphabet$713,283$2,082 ▼-0.3%3,7680.5%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$636,565$51,998 ▼-7.6%5,5090.5%ETFJPMJPMorgan Chase & Co.$607,665$17,259 ▼-2.8%2,5350.4%FinanceIWMiShares Russell 2000 ETF$496,276$45,297 ▼-8.4%2,2460.4%FinanceEPPiShares MSCI Pacific ex Japan ETF$475,032$29,791 ▼-5.9%10,8430.3%FinanceXOMExxon Mobil$456,097$2,259 ▲0.5%4,2400.3%Oils/EnergyMAMastercard$424,4150.0%8060.3%Business ServicesCLColgate-Palmolive$400,0040.0%4,4000.3%Consumer StaplesCOSTCostco Wholesale$374,754$2,749 ▲0.7%4090.3%Retail/WholesaleNVDANVIDIA$372,924$8,326 ▼-2.2%2,7770.3%Computer and TechnologyMETAMeta Platforms$315,004$11,125 ▼-3.4%5380.2%Computer and TechnologyNEENextEra Energy$313,859$3,226 ▲1.0%4,3780.2%UtilitiesCMGChipotle Mexican Grill$301,500$2,774 ▼-0.9%5,0000.2%Retail/WholesaleCRMSalesforce$279,835$15,379 ▼-5.2%8370.2%Computer and TechnologyHDHome Depot$268,792$389 ▲0.1%6910.2%Retail/WholesaleABTAbbott Laboratories$259,927$1,584 ▼-0.6%2,2980.2%MedicalNSCNorfolk Southern$233,291$2,112 ▼-0.9%9940.2%TransportationADBEAdobe$232,123$4,891 ▲2.2%5220.2%Computer and TechnologyMDLZMondelez International$231,872$12,782 ▲5.8%3,8820.2%Consumer StaplesHONHoneywell International$216,403$2,259 ▼-1.0%9580.2%Multi-Sector ConglomeratesBIIBBiogen$214,852$12,539 ▲6.2%1,4050.2%MedicalGDGeneral Dynamics$205,522$9,749 ▲5.0%7800.1%AerospaceCSCOCisco Systems$204,477$204,477 ▲New Holding3,4540.1%Computer and TechnologyBXBlackstone$203,456$203,456 ▲New Holding1,1800.1%FinanceADIAnalog Devices$202,262$7,436 ▲3.8%9520.1%Computer and TechnologySLBSchlumberger$201,170$2,914 ▲1.5%5,2470.1%Oils/EnergyNYFiShares New York Muni Bond ETF$0$543,300 ▼-100.0%00.0%ETFCVSCVS Health$0$232,404 ▼-100.0%00.0%MedicalAMTAmerican Tower$0$224,653 ▼-100.0%00.0%FinanceNKENIKE$0$205,972 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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