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CIK: 0001429390
Total reported value
$20.6M
$20.6M
493 檔
8581.7%
As reported in its official Q3 2024 Form 13F filing, Harel Insurance Investments & Financial Services Ltd.'s tracked investment portfolio stood at $20.6M with 493 total positions.
Harel Insurance Investments & Financial Services Ltd. executed strategic sector rebalancing during Q3 2024, establishing 16 new positions while fully exiting 24 holdings and trimming 66 positions.
Showing top 200 holdings (of 493 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 8.07% | — | +6.61% | |
| 2 | XLV | Ss Health Care Select Sector | ETF-Other | 7.73% | -0.02% | +3.04% | |
| 3 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.64% | -0.21% | +0.13% | |
| 4 | PAVE | Global X US Infrastructure | ETF-Other | 4.85% | -0.52% | — | |
| 5 | NVMI | Nova Ltd. | Stock-Other | 4.16% | -0.77% | — | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.13% | — | +7.25% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.98% | +0.01% | +29.27% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-Other | 3.71% | — | — | |
| 9 | XLE | Ss Energy Select Sector | ETF-Other | 3.28% | -0.03% | -0.13% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.22% | -0.01% | +0.00% | |
| 11 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.98% | +0.52% | +3.64% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 2.91% | -0.31% | +33.28% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.51% | -0.17% | +28.52% | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.26% | — | +0.28% | |
| 15 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 2.23% | — | +5.92% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.19% | -0.29% | +0.02% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 2.16% | — | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -0.17% | +3.18% | |
| 19 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.69% | -0.04% | +17.43% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.66% | -0.03% | +392.47% | |
| 21 | EPI | Wisdomtree India Earnings | ETF-Other | 1.41% | -0.01% | +3.94% | |
| 22 | CAMT | Camtek Ltd. | Stock-Other | 1.21% | -0.61% | — | |
| 23 | XLB | Ss Materials Select Sector | ETF-Other | 1.16% | -0.01% | -0.01% | |
| 24 | FXG | First Trust Consumer Staples | ETF-Other | 1.07% | — | — | |
| 25 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.03% | -0.18% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | -0.52% | +385.53% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.93% | -0.01% | -12.42% | |
| 28 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.91% | — | — | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.88% | -0.05% | +1.59% | |
| 30 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.86% | — | +7.95% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.82% | — | +0.02% | |
| 32 | ENLT | Enlight Renewable Energy Ltd | Stock-Other | 0.76% | -0.08% | — | |
| 33 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.74% | — | — | |
| 34 | FIS | Fidelity National Info Serv | Stock-Tech | 0.73% | — | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.01% | -33.34% | |
| 36 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | — | +9.32% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | -0.25% | +174.83% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.59% | -0.28% | +270.59% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | -0.03% | -22.09% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | — | — | |
| 41 | PERI | Perion Network Ltd. | Stock-Other | 0.48% | -0.08% | — | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.47% | +0.01% | -0.37% | |
| 43 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.41% | — | -32.70% | |
| 44 | SEDG | Solaredge Technologies Inc | Stock-Tech | 0.40% | +0.67% | -0.70% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.34% | — | -80.79% | |
| 46 | GLBE | Global-E Online Ltd. | Stock-Other | 0.33% | +0.02% | +23.98% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.26% | +1874.45% | |
| 48 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.27% | — | — | |
| 49 | ✓ | Stock-Other | 0.27% | — | -14.57% | ||
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.05% | +0.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +1.3% | +392.47% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +385.53% | Add |
| 3 | XLI | Ss Industrial Select Sector | +0.8% | +33.28% | Add |
| 4 | KRE | Ss Spdr S&p Regional Bank | +0.7% | NEW | New buy |
| 5 | XLK | Ss Technology Select Sector | +0.6% | +29.27% | Add |
| 6 | AAPL | Apple Inc | +0.6% | +28.52% | Add |
| 7 | XLF | Ss Financial Select Sector | +0.6% | +6.61% | Add |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.5% | +0.13% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +174.83% | Add |
| 10 | SMH | Vaneck Semiconductor ETF | +0.4% | +270.59% | Add |
| 11 | XLP | Ss Consumer Staples Sel Sect | +0.3% | +7.25% | Add |
| 12 | RSPD | Invesco S&p 500 Equal Weight | +0.2% | +17.43% | Add |
| 13 | PYPL | Paypal Holdings Inc | +0.2% | +7.95% | Add |
| 14 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +0.02% | Add |
| 15 | TSEM | Tower Semiconductor Ltd. | +0.2% | +3.64% | Add |
| 16 | KBWP | Invesco Kbw Property & Casua | +0.2% | +5.92% | Add |
| 17 | XLRE | Ss Real Estate Select Sector | +0.2% | +0.28% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +1874.45% | Add |
| 19 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | +1432.20% | Add |
| 20 | RTX | Rtx CORP | +0.1% | +1.59% | Add |
| 21 | PAVE | Global X US Infrastructure | +0.1% | — | Unchanged |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +61.80% | Add |
| 23 | COST | Costco Wholesale CORP | +0.1% | +330.79% | Add |
| 24 | BRBR | Bellring Brands Inc | +0.1% | NEW | New buy |
| 25 | ESLT | Elbit Systems Ltd. | +0.1% | NEW | New buy |
| 26 | FIX | Comfort Systems USA Inc | +0.1% | NEW | New buy |
| 27 | EME | Emcor Group Inc | +0.1% | +352.10% | Add |
| 28 | GLBE | Global-E Online Ltd. | +0.1% | +23.98% | Add |
| 29 | NTNX | Nutanix Inc - A | +0.1% | +24133.82% | Add |
| 30 | TEAM | Atlassian Corp-cl A | +0.1% | +8204.13% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | +56.62% | Add |
| 32 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 33 | LULU | Lululemon Athletica Inc | 0% | +395.36% | Add |
| 34 | NYAX | Nayax Ltd. | 0% | +8.57% | Add |
| 35 | COR | Cencora Inc | 0% | +72.53% | Add |
| 36 | LMT | Lockheed Martin CORP | 0% | +34.59% | Add |
| 37 | MU | Micron Technology Inc | 0% | +824.34% | Add |
| 38 | RSPT | Invesco S&p 500 Equal Weight | 0% | +9.32% | Add |
| 39 | UBER | Uber Technologies Inc | 0% | +423.42% | Add |
| 40 | TDG | Transdigm Group Inc | 0% | +37.59% | Add |
| 41 | GDDY | Godaddy Inc - Class A | 0% | +50.74% | Add |
| 42 | DXCM | Dexcom Inc | 0% | NEW | New buy |
| 43 | NOC | Northrop Grumman CORP | 0% | +21.26% | Add |
| 44 | GD | General Dynamics CORP | 0% | +40.83% | Add |
| 45 | NBIX | Neurocrine Biosciences Inc | 0% | +64.24% | Add |
| 46 | FTNT | Fortinet Inc | 0% | +30.93% | Add |
| 47 | COHR | Coherent CORP | 0% | NEW | New buy |
| 48 | FIS | Fidelity National Info Serv | 0% | — | Unchanged |
| 49 | KBE | Ss Spdr S&p Bank ETF | 0% | — | Unchanged |
| 50 | APP | Applovin Corp-class A | 0% | -23.63% | Trim |
According to official SEC Form 13F filings, Harel Insurance Investments & Financial Services Ltd. reported a total U.S. public equity portfolio value of $20.6M across 493 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLF, XLV, XLU) accounted for 8581.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
KRE
市值: $42.8M
Top Position Liquidated / Trimmed
QQQM
前期市值: $23.3M
During Q3 2024, Harel Insurance Investments & Financial Services Ltd.'s top holdings by market value included XLF (8.1%)、XLV (7.7%)、XLU (5.6%). The largest single position, XLF, represented 8.1% of total portfolio value.
In Q3 2024, Harel Insurance Investments & Financial Services Ltd. made 180 total portfolio adjustments, initiating 16 new buys, adding to 74 positions, trimming 66 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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