Bank Hapoalim Bm
Latest statistics and disclosures from Bank Hapoalim Bm's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, IVV, SPLG, VOO, and represent 29.84% of Bank Hapoalim Bm's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$34M), IDEV (+$8.7M), SPY, QQQ, XLF, MCD, NKE, AMZN, XLV, ZM.
- Started 5 new stock positions in NKE, TAN, MCD, IVV, IDEV.
- Reduced shares in these 10 stocks: IVW (-$15M), PAVE (-$13M), , USIG (-$12M), BIV (-$11M), VOOG (-$11M), XLK (-$11M), SKYY (-$9.1M), FDN (-$6.6M), SPLG (-$5.5M).
- Sold out of its positions in JETS, FDX, GRID, IVW, SHY, USIG, JWN, ORGS, PLTR, UBER. VOOG, BIV.
- Bank Hapoalim Bm was a net seller of stock by $-75M.
- Bank Hapoalim Bm has $660M in assets under management (AUM), dropping by -6.82%.
- Central Index Key (CIK): 0000902528
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Portfolio Holdings for Bank Hapoalim Bm
Bank Hapoalim Bm holds 129 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.0 | $59M | +5% | 121k | 488.07 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.4 | $55M | +7% | 97k | 573.77 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $34M | NEW | 58k | 576.82 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.2 | $27M | -16% | 406k | 67.51 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.2 | $21M | 40k | 527.67 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.7 | $18M | +3% | 118k | 154.02 |
|
| Microsoft Corporation (MSFT) | 2.5 | $16M | -2% | 39k | 415.56 |
|
| First Tr Morningstar Divid L SHS (FDL) | 2.2 | $15M | 348k | 41.95 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.2 | $14M | 384k | 37.56 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $14M | 79k | 174.57 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 2.1 | $14M | +14% | 303k | 45.32 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 2.1 | $14M | 113k | 120.37 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 2.0 | $14M | 168k | 80.37 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 2.0 | $13M | 51k | 263.29 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.9 | $12M | -8% | 53k | 230.59 |
|
| First Tr Exchange Traded Wtr Etf (FIW) | 1.8 | $12M | 110k | 109.33 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $12M | 71k | 167.19 |
|
|
| Kla Corp Com New (KLAC) | 1.8 | $12M | -12% | 15k | 774.40 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.7 | $11M | -48% | 50k | 225.76 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.7 | $11M | 125k | 90.80 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 1.6 | $11M | 116k | 90.40 |
|
|
| Ishares Tr Expanded Tech (IGV) | 1.5 | $9.9M | -11% | 111k | 89.37 |
|
| Spdr Ser Tr Portfolio Intrmd (Principal) (SPIB) | 1.5 | $9.8M | +5% | 291k | 33.71 |
|
| Apple (AAPL) | 1.4 | $9.2M | -3% | 40k | 233.00 |
|
| Ishares Tr Core Msci Intl (IDEV) | 1.3 | $8.7M | NEW | 122k | 70.83 |
|
| Ishares Tr Iboxx Inv Cp Etf (Principal) (LQD) | 1.3 | $8.6M | -29% | 76k | 112.98 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $8.5M | 206k | 41.12 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.3 | $8.3M | -44% | 39k | 211.83 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.2 | $7.8M | -4% | 39k | 200.38 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.1 | $7.4M | 95k | 78.56 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 1.0 | $6.6M | -5% | 35k | 192.81 |
|
| Select Sector Spdr Tr Indl (XLI) | 1.0 | $6.4M | -4% | 47k | 135.44 |
|
| salesforce (CRM) | 0.9 | $6.3M | -4% | 23k | 273.69 |
|
| Cisco Systems (CSCO) | 0.8 | $5.5M | -3% | 104k | 53.22 |
|
| Qualcomm (QCOM) | 0.8 | $5.5M | 32k | 170.05 |
|
|
| Zoom Video Communications In Cl A (ZM) | 0.8 | $5.4M | +12% | 78k | 69.74 |
|
| Amazon (AMZN) | 0.8 | $5.4M | +14% | 29k | 186.32 |
|
| Servicenow (NOW) | 0.7 | $4.9M | 5.5k | 894.34 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $4.8M | -3% | 5.4k | 885.93 |
|
| Veeva Sys Cl A Com (VEEV) | 0.7 | $4.7M | -2% | 22k | 209.89 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.7 | $4.7M | -72% | 114k | 41.16 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.7 | $4.6M | -6% | 78k | 59.22 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.7 | $4.6M | 48k | 95.04 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $4.4M | -7% | 21k | 210.87 |
|
| Vanguard Scottsdale Fds Int-term Corp (Principal) (VCIT) | 0.6 | $4.3M | 51k | 83.75 |
|
|
| Abbvie (ABBV) | 0.6 | $3.8M | -2% | 19k | 197.48 |
|
| Pfizer (PFE) | 0.6 | $3.8M | +2% | 130k | 28.94 |
|
| Vanguard World Health Car Etf (VHT) | 0.5 | $3.0M | +2% | 11k | 282.19 |
|
| Oracle Corporation (ORCL) | 0.4 | $3.0M | 17k | 170.41 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $3.0M | -3% | 25k | 119.71 |
|
| Epam Systems (EPAM) | 0.4 | $2.8M | 14k | 199.03 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.4 | $2.6M | 25k | 105.28 |
|
|
| Merck & Co (MRK) | 0.4 | $2.5M | -2% | 22k | 113.56 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.5M | -3% | 4.3k | 572.36 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.4 | $2.4M | 15k | 157.32 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (Principal) (IEI) | 0.4 | $2.4M | 20k | 119.62 |
|
|
| Best Buy (BBY) | 0.4 | $2.3M | 23k | 103.31 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $2.3M | -3% | 14k | 164.06 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $2.3M | -20% | 39k | 59.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.2M | -13% | 4.7k | 460.36 |
|
| Zscaler Incorporated (ZS) | 0.3 | $2.1M | -3% | 13k | 170.92 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $2.0M | 4.7k | 423.04 |
|
|
| Edwards Lifesciences (EW) | 0.3 | $1.9M | 30k | 65.98 |
|
|
| Intel Corporation (INTC) | 0.3 | $1.9M | -4% | 82k | 23.45 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.9M | +3% | 2.3k | 833.19 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $1.9M | -3% | 16k | 121.44 |
|
| UnitedHealth (UNH) | 0.3 | $1.8M | -20% | 3.0k | 584.82 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.7M | NEW | 5.6k | 304.50 |
|
| Visa Com Cl A (V) | 0.2 | $1.5M | -49% | 5.6k | 275.01 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.5M | +5% | 9.1k | 165.90 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.5M | -39% | 14k | 106.13 |
|
| Shake Shack Cl A (SHAK) | 0.2 | $1.5M | -14% | 14k | 103.18 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $1.3M | 36k | 37.23 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) | 0.2 | $1.3M | +28% | 17k | 79.41 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.2M | 10k | 114.00 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.1M | -6% | 9.1k | 119.10 |
|
| Nike CL B (NKE) | 0.2 | $1.1M | NEW | 12k | 88.41 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.2 | $1.0M | -90% | 9.9k | 102.23 |
|
| Teradata Corporation (TDC) | 0.1 | $974k | 32k | 30.34 |
|
|
| Uipath Cl A (PATH) | 0.1 | $946k | -9% | 74k | 12.80 |
|
| Ishares Tr Core Us Aggbd Et (Principal) (AGG) | 0.1 | $927k | +4% | 9.2k | 101.29 |
|
| Kulicke and Soffa Industries (KLIC) | 0.1 | $901k | -5% | 20k | 45.14 |
|
| Inmode SHS (INMD) | 0.1 | $809k | -12% | 48k | 16.95 |
|
| Paylocity Holding Corporation (PCTY) | 0.1 | $778k | 4.7k | 164.90 |
|
|
| Solaredge Technologies (SEDG) | 0.1 | $769k | +2% | 34k | 22.91 |
|
| Applied Materials (AMAT) | 0.1 | $756k | -5% | 3.7k | 202.09 |
|
| American Express Company (AXP) | 0.1 | $753k | -3% | 2.8k | 271.06 |
|
| Southern Note 3.875%12/1 (Principal) | 0.1 | $733k | -6% | 658k | 1.11 |
|
| Netflix (NFLX) | 0.1 | $731k | 1.0k | 709.71 |
|
|
| Airbnb Note 3/1 (Principal) | 0.1 | $682k | -12% | 731k | 0.93 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $637k | -3% | 9.0k | 71.05 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $633k | -8% | 3.3k | 191.18 |
|
| Spdr Ser Tr Hlth Cr Equip (XHE) | 0.1 | $631k | -16% | 7.0k | 90.57 |
|
| Citigroup Com New (C) | 0.1 | $607k | -9% | 9.7k | 62.61 |
|
| Ishares Tr Ishs 1-5yr Invs (Principal) (IGSB) | 0.1 | $558k | 11k | 52.63 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $557k | -11% | 1.1k | 493.79 |
|
| Boston Beer Cl A (SAM) | 0.1 | $555k | -7% | 1.9k | 289.36 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $525k | -12% | 4.1k | 127.03 |
|
| Skyworks Solutions (SWKS) | 0.1 | $506k | -20% | 5.1k | 98.81 |
|
| Ishares Tr 0-5yr Invt Gr Cp (Principal) (SLQD) | 0.1 | $504k | +16% | 10k | 50.43 |
|
| Autodesk (ADSK) | 0.1 | $466k | -37% | 1.7k | 275.74 |
|
| Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) | 0.1 | $460k | +5% | 4.7k | 98.10 |
|
| Wal-Mart Stores (WMT) | 0.1 | $445k | 5.5k | 80.75 |
|
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.1 | $439k | -2% | 3.4k | 128.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $431k | -74% | 6.9k | 62.33 |
|
| Array Technologies Com Shs (ARRY) | 0.1 | $429k | 65k | 6.59 |
|
|
| Walt Disney Company (DIS) | 0.1 | $427k | -60% | 4.4k | 96.11 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $415k | -5% | 801.00 | 518.10 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $390k | -23% | 1.8k | 220.84 |
|
| Tesla Motors (TSLA) | 0.1 | $383k | +11% | 1.5k | 261.97 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $378k | -5% | 6.4k | 58.61 |
|
| Palo Alto Networks (PANW) | 0.1 | $365k | -50% | 1.1k | 342.08 |
|
| Booking Holdings (BKNG) | 0.1 | $358k | -32% | 85.00 | 4211.76 |
|
| Global X Fds Cloud Computng (CLOU) | 0.1 | $344k | -41% | 17k | 20.56 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $335k | -4% | 573.00 | 584.64 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $318k | -23% | 647.00 | 491.50 |
|
| Paycom Software (PAYC) | 0.0 | $312k | -12% | 1.9k | 166.58 |
|
| Target Corporation (TGT) | 0.0 | $305k | -65% | 2.0k | 155.61 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $285k | -68% | 1.9k | 153.39 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $281k | +15% | 2.3k | 119.63 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $255k | NEW | 5.9k | 43.08 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $254k | -35% | 1.2k | 208.37 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $245k | 942.00 | 260.08 |
|
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| Johnson & Johnson (JNJ) | 0.0 | $238k | -10% | 1.5k | 162.01 |
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| Alcoa (AA) | 0.0 | $231k | 6.0k | 38.50 |
|
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| Tower Semiconductor Shs New (TSEM) | 0.0 | $224k | -37% | 5.1k | 44.18 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $214k | -9% | 365.00 | 586.30 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $41k | 13k | 3.15 |
|
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| Urgently (ULY) | 0.0 | $1.0k | 15k | 0.07 |
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Past Filings by Bank Hapoalim Bm
SEC 13F filings are viewable for Bank Hapoalim Bm going back to 2013
- Bank Hapoalim Bm 2024 Q3 filed Oct. 28, 2024
- Bank Hapoalim Bm 2024 Q2 filed July 23, 2024
- Bank Hapoalim Bm 2024 Q1 filed May 1, 2024
- Bank Hapoalim Bm 2023 Q4 filed Jan. 22, 2024
- Bank Hapoalim Bm 2023 Q3 filed Oct. 24, 2023
- Bank Hapoalim Bm 2023 Q2 filed July 26, 2023
- Bank Hapoalim Bm 2023 Q1 filed April 25, 2023
- Bank Hapoalim Bm 2022 Q4 filed Jan. 26, 2023
- Bank Hapoalim Bm 2022 Q3 filed Nov. 8, 2022
- Bank Hapoalim Bm 2022 Q2 filed July 27, 2022
- Bank Hapoalim Bm 2022 Q1 filed April 28, 2022
- Bank Hapoalim Bm 2021 Q4 filed Feb. 4, 2022
- Bank Hapoalim Bm 2021 Q3 filed Oct. 27, 2021
- Bank Hapoalim Bm 2021 Q2 filed Aug. 5, 2021
- Bank Hapoalim Bm 2021 Q1 filed April 26, 2021
- Bank Hapoalim Bm 2020 Q4 filed Feb. 3, 2021