Israel Discount Bank of New York

Israel Discount Bank of New York as of March 31, 2025

Portfolio Holdings for Israel Discount Bank of New York

Israel Discount Bank of New York holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 33.9 $44M 79k 559.39
Exchange Listed Fds Tr Bancreek Us Larg (BCUS) 28.6 $37M 1.3M 29.34
Exchange Listed Fds Tr Bancreek Int Lc (BCIL) 17.9 $23M 873k 26.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.5 $3.2M 34k 95.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.8 $2.3M 44k 52.37
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.5 $2.0M 37k 52.52
Ishares Tr Core Msci Euro (IEUR) 1.5 $2.0M 33k 60.15
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $1.8M 41k 43.70
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.7M 3.1k 561.88
Shell Spon Ads (SHEL) 1.1 $1.4M 19k 73.28
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.0 $1.3M 27k 50.23
Procter & Gamble Company (PG) 0.7 $870k 5.1k 170.42
S&p Global (SPGI) 0.7 $864k 1.7k 508.10
Unilever Spon Adr New (UL) 0.6 $767k 13k 59.55
Microsoft Corporation (MSFT) 0.5 $705k 1.9k 375.39
Ishares Msci Jpn Etf New (EWJ) 0.5 $622k 9.1k 68.56
Ishares Tr Mbs Etf (MBB) 0.5 $619k 6.6k 93.78
Apple (AAPL) 0.5 $615k 2.8k 222.12
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $521k 6.1k 85.07
Exxon Mobil Corporation (XOM) 0.4 $458k 3.9k 118.93
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $456k 3.9k 118.14
JPMorgan Chase & Co. (JPM) 0.3 $447k 1.8k 245.30
Amazon (AMZN) 0.3 $416k 2.2k 190.26
Colgate-Palmolive Company (CL) 0.3 $412k 4.4k 93.70
Alphabet Cap Stk Cl A (GOOGL) 0.3 $396k 2.6k 154.65
Ishares Msci Pac Jp Etf (EPP) 0.2 $301k 6.8k 44.10
Ishares Tr Russell 2000 Etf (IWM) 0.2 $295k 1.5k 199.48
Mastercard Incorporated Cl A (MA) 0.2 $291k 531.00 548.11
Nextera Energy (NEE) 0.2 $274k 3.9k 70.89
Johnson & Johnson (JNJ) 0.2 $229k 1.4k 165.84
NVIDIA Corporation (NVDA) 0.2 $213k 2.0k 108.39