BANK HAPOALIM BM Diversified Active

Location: Tel Aviv, Israel

CIK: 0000902528 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 24, 2023

Total Value: $618M

Holdings (132)

IVV ISHARES TR 5.4%
Value $33.21M Shares 77,340 Est. Cost $395.84 Unrealized
EFO PROSHARES TR 4.8%
Value $29.84M Shares 433,000 Est. Cost $68.92 Unrealized
ACWI ISHARES TR 4.7%
Value $28.95M Shares 313,417 Est. Cost $97.01 Unrealized
QQQ INVESCO QQQ TR 4.2%
Value $26.08M Shares 72,784 Est. Cost $298.92 Unrealized
XLV SELECT SECTOR SPDR TR 3.4%
Value $21.1M Shares 163,896 Est. Cost $118.93 Unrealized
SPY SPDR S&P 500 ETF TR 3.2%
Value $19.5M Shares 45,629 Est. Cost $356.27 Unrealized
SCHX SCHWAB STRATEGIC TR 3.1%
Value $19.23M Shares 380,000 Est. Cost $62.03 Unrealized
XLG INVESCO EXCH TRADED FD 2.6%
Value $15.89M Shares 468,000 Est. Cost $62.35 Unrealized
MSFT MICROSOFT CORP 2.5%
Value $15.65M Shares 49,577 Est. Cost $125.57 Unrealized +158.5%
FTCS FIRST TR EXCHANGE-TRADED FD 2.3%
Value $13.97M Shares 188,940 Est. Cost $67.86 Unrealized
IHI ISHARES TR 2.2%
Value $13.49M Shares 278,240 Est. Cost $72.58 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 2.1%
Value $13.2M Shares 301,918 Est. Cost $60.09 Unrealized
PAVE GLOBAL X FDS 2.1%
Value $12.94M Shares 426,059 Est. Cost $29.18 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 2.0%
Value $12.4M Shares 346,000 Est. Cost $40.16 Unrealized
SCHF SCHWAB STRATEGIC TR 2.0%
Value $12.29M Shares 362,000 Est. Cost $33.96 Unrealized
USIG ISHARES TR 2.0%
Value $12.26M Shares 255,000 Est. Cost $48.07 Unrealized
VTV VANGUARD INDEX FDS 1.9%
Value $12M Shares 87,000 Est. Cost $137.93 Unrealized
XLK SELECT SECTOR SPDR TR 1.9%
Value $11.65M Shares 71,100 Est. Cost $67.56 Unrealized
SPDW SPDR INDEX SHS FDS 1.9%
Value $11.44M Shares 369,000 Est. Cost $33.76 Unrealized
VT VANGUARD INTL EQUITY INDEX F 1.8%
Value $11.4M Shares 122,335 Est. Cost $218.86 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 1.8%
Value $10.84M Shares 83,680 Est. Cost $157.80 Unrealized +21.6%
KLAC KLA CORP 1.7%
Value $10.38M Shares 22,621 Est. Cost $277.60 Unrealized +69.1%
XLF SELECT SECTOR SPDR TR 1.6%
Value $9.984M Shares 300,994 Est. Cost $32.45 Unrealized
GOOG ALPHABET INC 1.5%
Value $9.531M Shares 72,288 Est. Cost $107.64 Unrealized +19.9%
SOXX ISHARES TR 1.4%
Value $8.809M Shares 18,598 Est. Cost $433.81 Unrealized
IGV ISHARES TR 1.4%
Value $8.547M Shares 25,046 Est. Cost $311.39 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 1.4%
Value $8.45M Shares 102,113 Est. Cost $46.93 Unrealized
KBWB INVESCO EXCH TRADED FD 1.3%
Value $7.955M Shares 198,539 Est. Cost $41.37 Unrealized
SPIB SPDR SER TR 1.3%
Value $7.859M Shares 249,888 Est. Cost $32.58 Unrealized
XLC SELECT SECTOR SPDR TR 1.2%
Value $7.482M Shares 114,104 Est. Cost $60.07 Unrealized
URA GLOBAL X FDS 1.2%
Value $7.355M Shares 272,000 Est. Cost $21.70 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 1.2%
Value $7.323M Shares 104,702 Est. Cost $83.88 Unrealized -17.3%
VOO VANGUARD INDEX FDS 1.1%
Value $6.841M Shares 17,420 Est. Cost $401.76 Unrealized
SCHV SCHWAB STRATEGIC TR 1.1%
Value $6.833M Shares 106,000 Est. Cost $71.39 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value $6.184M Shares 42,644 Est. Cost $99.79 Unrealized +42.6%
CRM SALESFORCE INC 0.9%
Value $5.54M Shares 27,322 Est. Cost $149.18 Unrealized +43.1%
CHKP CHECK POINT SOFTWARE TECH LT 0.8%
Value $4.997M Shares 37,489 Est. Cost $109.10 Unrealized +20.4%
IHF ISHARES TR 0.8%
Value $4.986M Shares 20,261 Est. Cost $260.13 Unrealized
SPYM SPDR SER TR 0.8%
Value $4.976M Shares 99,000 Est. Cost $50.26 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value $4.769M Shares 29,623 Est. Cost $143.99 Unrealized
VEEV VEEVA SYS INC 0.7%
Value $4.329M Shares 21,276 Est. Cost $253.50 Unrealized -20.5%
NOW SERVICENOW INC 0.7%
Value $4.162M Shares 7,447 Est. Cost $94.31 Unrealized +21.0%
VCIT VANGUARD SCOTTSDALE FDS 0.6%
Value $3.79M Shares 49,880 Est. Cost $94.27 Unrealized
LLY ELI LILLY & CO 0.6%
Value $3.533M Shares 6,577 Est. Cost $151.58 Unrealized +234.3%
ABBV ABBVIE INC 0.6%
Value $3.53M Shares 23,681 Est. Cost $77.49 Unrealized +74.6%
XLI SELECT SECTOR SPDR TR 0.6%
Value $3.496M Shares 34,486 Est. Cost $89.73 Unrealized
EPAM EPAM SYS INC 0.6%
Value $3.439M Shares 13,448 Est. Cost $324.56 Unrealized -23.9%
PBW INVESCO EXCHANGE TRADED FD T 0.5%
Value $3.172M Shares 100,911 Est. Cost $31.43 Unrealized
XAR SPDR SER TR 0.5%
Value $3.042M Shares 27,139 Est. Cost $214.83 Unrealized
V VISA INC 0.5%
Value $2.937M Shares 12,767 Est. Cost $111.57 Unrealized +111.7%
QCOM QUALCOMM INC 0.5%
Value $2.913M Shares 26,231 Est. Cost $120.75 Unrealized -8.9%
INTC INTEL CORP 0.5%
Value $2.826M Shares 79,500 Est. Cost $30.72 Unrealized +11.4%
ZS ZSCALER INC 0.4%
Value $2.765M Shares 17,774 Est. Cost $95.59 Unrealized +56.9%
VHT VANGUARD WORLD FDS 0.4%
Value $2.679M Shares 11,397 Est. Cost $221.91 Unrealized
ADBE ADOBE INC 0.4%
Value $2.57M Shares 5,041 Est. Cost $375.60 Unrealized +39.7%
ITB ISHARES TR 0.4%
Value $2.549M Shares 32,481 Est. Cost $53.60 Unrealized
IEI ISHARES TR 0.4%
Value $2.53M Shares 22,359 Est. Cost $124.95 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.4%
Value $2.471M Shares 50,807 Est. Cost $48.80 Unrealized +3.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $2.462M Shares 4,884 Est. Cost $341.56 Unrealized +37.6%
MRK MERCK & CO INC 0.4%
Value $2.332M Shares 22,649 Est. Cost $55.26 Unrealized +80.7%
IGSB ISHARES TR 0.4%
Value $2.237M Shares 44,887 Est. Cost $52.39 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value $2.081M Shares 21,106 Est. Cost $116.36 Unrealized -15.7%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value $2.004M Shares 5,982 Est. Cost $322.27 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value $1.985M Shares 43,167 Est. Cost $40.71 Unrealized +12.2%
NVDA NVIDIA CORPORATION 0.3%
Value $1.775M Shares 4,080 Est. Cost $17.21 Unrealized +160.1%
ASML ASML HOLDING N V 0.3%
Value $1.749M Shares 2,971 Est. Cost $374.51 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value $1.65M Shares 7,038 Est. Cost $74.48 Unrealized +58.9%
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value $1.596M Shares 71,935 Est. Cost $22.68 Unrealized -4.2%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value $1.571M Shares 20,907 Est. Cost $78.94 Unrealized
PATH UIPATH INC 0.2%
Value $1.542M Shares 90,102 Est. Cost $16.04 Unrealized +3.8%
IWM ISHARES TR 0.2%
Value $1.541M Shares 8,720 Est. Cost $187.27 Unrealized
LQD ISHARES TR 0.2%
Value $1.52M Shares 14,900 Est. Cost $105.42 Unrealized
META META PLATFORMS INC 0.2%
Value $1.438M Shares 4,791 Est. Cost $254.24 Unrealized +17.7%
TDC TERADATA CORP DEL 0.2%
Value $1.379M Shares 30,637 Est. Cost $45.14 Unrealized +8.4%
BX BLACKSTONE INC 0.2%
Value $1.331M Shares 12,422 Est. Cost $57.53 Unrealized +69.4%
SPLUNK INC 0.2%
Value $1.3M Shares 8,892 Est. Cost $126.06 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value $1.297M Shares 14,260 Est. Cost $67.11 Unrealized
SHAK SHAKE SHACK INC 0.2%
Value $1.283M Shares 22,090 Est. Cost $81.47 Unrealized -12.7%
DIS DISNEY WALT CO 0.2%
Value $1.265M Shares 15,608 Est. Cost $114.15 Unrealized -26.9%
GOOGL ALPHABET INC 0.2%
Value $1.098M Shares 8,390 Est. Cost $108.07 Unrealized +18.8%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value $1.088M Shares 14,334 Est. Cost $155.33 Unrealized
PFE PFIZER INC 0.2%
Value $1.039M Shares 31,330 Est. Cost $32.85 Unrealized -6.9%
PCTY PAYLOCITY HLDG CORP 0.2%
Value $1.03M Shares 5,666 Est. Cost $235.93 Unrealized -14.9%
VMWARE INC 0.2%
Value $997K Shares 5,989 Est. Cost $106.42 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value $968K Shares 314 Est. Cost $2000.00 Unrealized +49.0%
FDX FEDEX CORP 0.2%
Value $963K Shares 3,634 Est. Cost $209.19 Unrealized +18.0%
AAL AMERICAN AIRLS GROUP INC 0.2%
Value $960K Shares 74,918 Est. Cost $15.59 Unrealized -0.4%
CLOU GLOBAL X FDS 0.2%
Value $951K Shares 50,514 Est. Cost $23.14 Unrealized
SAM BOSTON BEER INC 0.2%
Value $947K Shares 2,431 Est. Cost $897.31 Unrealized -61.0%
MA MASTERCARD INCORPORATED 0.2%
Value $933K Shares 2,357 Est. Cost $207.04 Unrealized +91.4%
XHE SPDR SER TR 0.2%
Value $930K Shares 11,915 Est. Cost $83.34 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value $912K Shares 9,715 Est. Cost $91.81 Unrealized
JETS ETF SER SOLUTIONS 0.1%
Value $865K Shares 50,819 Est. Cost $18.44 Unrealized
TGT TARGET CORP 0.1%
Value $848K Shares 7,671 Est. Cost $141.88 Unrealized -18.0%
SHY ISHARES TR 0.1%
Value $739K Shares 9,130 Est. Cost $84.05 Unrealized
C CITIGROUP INC 0.1%
Value $717K Shares 17,430 Est. Cost $47.87 Unrealized -15.5%
TSEM TOWER SEMICONDUCTOR LTD 0.1%
Value $701K Shares 28,535 Est. Cost $41.06 Unrealized -21.9%
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value $686K Shares 4,721 Est. Cost $67.35 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value $678K Shares 4,248 Est. Cost $123.26 Unrealized
IYG ISHARES TR 0.1%
Value $667K Shares 4,313 Est. Cost $190.32 Unrealized
PAYC PAYCOM SOFTWARE INC 0.1%
Value $659K Shares 2,540 Est. Cost $427.15 Unrealized -29.9%
NORDSTROM INC 0.1%
Value $581K Shares 38,890 Est. Cost $25.07 Unrealized
MCD MCDONALDS CORP 0.1%
Value $525K Shares 1,994 Est. Cost $226.65 Unrealized +18.9%
CSCO CISCO SYS INC 0.1%
Value $479K Shares 8,907 Est. Cost $26.98 Unrealized +86.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $478K Shares 6,900 Est. Cost $73.55 Unrealized +9.3%
NIO NIO INC 0.1%
Value $458K Shares 50,715 Est. Cost $10.51 Unrealized
PPH VANECK ETF TRUST 0.1%
Value $452K Shares 5,663 Est. Cost $76.93 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $447K Shares 2,871 Est. Cost $114.64 Unrealized +33.7%
SHEL SHELL PLC 0.1%
Value $442K Shares 6,868 Est. Cost $56.19 Unrealized
WMT WALMART INC 0.1%
Value $439K Shares 2,746 Est. Cost $28.68 Unrealized +80.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value $422K Shares 1,032 Est. Cost $331.06 Unrealized +25.4%
CVS CVS HEALTH CORP 0.1%
Value $383K Shares 5,486 Est. Cost $63.66 Unrealized +1.4%
IAK ISHARES TR 0.1%
Value $381K Shares 4,157 Est. Cost $91.38 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value $371K Shares 6,349 Est. Cost $76.84 Unrealized -15.5%
STZ CONSTELLATION BRANDS INC 0.1%
Value $367K Shares 1,460 Est. Cost $198.23 Unrealized +25.7%
NFLX NETFLIX INC 0.1%
Value $365K Shares 967 Est. Cost $36.83 Unrealized +15.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value $333K Shares 3,683 Est. Cost $258.17 Unrealized
GAP GAP INC 0.1%
Value $331K Shares 31,150 Est. Cost $14.79 Unrealized -36.3%
WFC WELLS FARGO CO NEW 0.1%
Value $313K Shares 7,660 Est. Cost $28.42 Unrealized +43.2%
NKE NIKE INC 0.0%
Value $300K Shares 3,140 Est. Cost $102.63 Unrealized -4.3%
TSLA TESLA INC 0.0%
Value $300K Shares 1,197 Est. Cost $174.45 Unrealized +47.3%
VIS VANGUARD WORLD FDS 0.0%
Value $297K Shares 1,522 Est. Cost $171.15 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $262K Shares 3,015 Est. Cost $223.37 Unrealized
SLQD ISHARES TR 0.0%
Value $261K Shares 5,440 Est. Cost $48.53 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $248K Shares 847 Est. Cost $246.36 Unrealized +26.8%
KARS KRANESHARES TR 0.0%
Value $247K Shares 8,955 Est. Cost $42.57 Unrealized
ICLN ISHARES TR 0.0%
Value $237K Shares 16,200 Est. Cost $22.89 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value $233K Shares 562 Est. Cost $270.84 Unrealized
NVMI NOVA LTD 0.0%
Value $215K Shares 1,915 Est. Cost $99.18 Unrealized +18.5%
OTONOMO TECHNOLOGIES LTD 0.0%
Value $112K Shares 28,770 Est. Cost $0.40 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $28,000 Shares 13,000 Est. Cost $2.31 Unrealized
ORGENESIS INC 0.0%
Value $20,000 Shares 32,052 Est. Cost $2.87 Unrealized