BH
| |
BANK HAPOALIM BM13F | |
| BANK HAPOALIM BM | |
| Last update 2025-04-30 | 122 Stocks (10 new) |
| Value $689.00 Mil | Turnover 22 % |
BANK HAPOALIM BM Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 166,883 | 85,760.0 | +298.13% | 12.450 | +9.32% | 0.010 | +22.35% | +7.26% | 658,032.1 | ||
QQQ | INVESCO QQQ Trust | 86,311 | 40,480.0 | -2.81% | 5.880 | -0.21% | 0.010 | +30.26% | +10.36% | 359,714.8 | ||
SPY | SPDR S&P 500 ETF Trust | 59,143 | 33,080.0 | -2.65% | 4.800 | -0.15% | 0.010 | +22.72% | +7.92% | 648,753.6 | ||
IVV | iShares Core S&P 500 ETF | 58,100 | 32,650.0 | 0% | 4.740 | 0% | 0.010 | +22.34% | +7.31% | 636,566.3 | ||
ACWI | iShares MSCI ACWI Index Fund | 269,000 | 31,310.0 | +11,351.68% | 4.540 | +4.50% | 0.160 | +19.65% | +11.60% | 22,511.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 603,000 | 30,650.0 | +99.01% | 4.450 | +2.21% | 0.020 | +12.87% | +19.22% | 159,422.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 459,000 | 30,180.0 | +13.05% | 4.380 | +0.51% | 0.050 | +22.69% | +7.95% | 77,428.7 | ||
XLV | Health Care Select Sector SPDR | 174,775 | 25,510.0 | +110.38% | 3.700 | +1.94% | 0.070 | -1.12% | -4.71% | 32,387.8 | ||
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 251,759 | 24,280.0 | +122.93% | 3.520 | +1.94% | 0.120 | +22.03% | +11.16% | 23,970.1 | ||
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 348,000 | 15,120.0 | 0% | 2.190 | 0% | 0.270 | +7.75% | +5.32% | 5,512.0 |
BANK HAPOALIM BM's Historical Top Holdings Breakdowns
BANK HAPOALIM BM's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +9.32% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Add 298.13% | 166,883 | 124,966 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Add Add | +4.50% | 115.16 ($119.81) 124.13 | $130.13 | 8.61% | Add 11351.68% | 269,000 | 266,651 | |
SUSA | MSCI USA ESG Select ETF | 2025-03-31 | Sold Out Sold Out | -2.23% | 113.22 ($121.24) 126.36 | $127.74 | 5.36% | Sold Out | 0 | -113,250 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Sold Out Sold Out | -2.22% | 253.32 ($270.87) 282.66 | $290.51 | 7.25% | Sold Out | 0 | -50,800 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +2.21% | 47.4 ($50.6) 52.99 | $57.01 | 12.67% | Add 99.01% | 603,000 | 300,000 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | Add Add | +1.94% | 137.61 ($145.27) 149.68 | $131.09 | -9.76% | Add 110.38% | 174,775 | 91,700 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-03-31 | Add Add | +1.94% | 94.84 ($99.87) 105.31 | $107.61 | 7.75% | Add 122.93% | 251,759 | 138,825 | |
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 2025-03-31 | Sold Out Sold Out | -1.19% | 76.77 ($79.79) 82.22 | $83.23 | 4.31% | Sold Out | 0 | -94,500 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Reduce Reduce | -0.82% | 45.72 ($49.35) 51.73 | $53.33 | 8.06% | Reduce -38.07% | 164,725 | -101,275 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.69% | 375.39 ($407.71) 447.2 | $510.06 | 25.10% | Reduce -27.87% | 26,203 | -10,124 |
BANK HAPOALIM BM Total Holding History ($B)
BANK HAPOALIM BM's Asset Allocation
BANK HAPOALIM BM Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BANK HAPOALIM BM's Hypothetical Growth since 2025-03-31
BANK HAPOALIM BM's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BANK HAPOALIM BM's Holdings Heat Map
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BANK HAPOALIM BM's Holdings Bubble Chart
BANK HAPOALIM BM News
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