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CIK: 0001679543
Total reported value
$14.6B
$14.6B
356 檔
12.5%
The Q4 2024 SEC filing reveals that Phoenix Financial Ltd. held a total portfolio value of $14.6B, covering 356 public equity positions.
Phoenix Financial Ltd. executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 3 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including XLF, TEVA, AMZN) accounted for 12.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 356 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 7.22% | -0.46% | -9.59% | |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 6.38% | -2.27% | -2.70% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.37% | -1.65% | +2.06% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | -0.61% | -0.07% | |
| 5 | NICE | Nice LTD - Spon Adr | Stock-Tech | 3.46% | +0.12% | -19.97% | |
| 6 | XLI | Ss Industrial Select Sector | ETF-Other | 3.10% | +1.04% | +1383.38% | |
| 7 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 2.72% | — | +26.58% | |
| 8 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.71% | +0.60% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | -0.11% | -0.98% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.43% | -1.04% | -23.50% | |
| 11 | IXN | Ishares Global Tech ETF | ETF-Tech | 2.15% | +0.15% | — | |
| 12 | XRT | Ss Spdr S&p Retail ETF | ETF-Other | 2.09% | -0.55% | +65.71% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | -0.92% | +0.55% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.96% | -0.02% | +15.68% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.50% | -4.21% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.84% | -0.17% | +965.42% | |
| 17 | IYF | Ishares US Financials ETF | ETF-Other | 1.80% | -0.29% | — | |
| 18 | ALLY | Ally Financial Inc | Stock-Financials | 1.66% | — | +86.37% | |
| 19 | MITK | Mitek Systems Inc | Stock-Other | 1.44% | — | NEW | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.06% | +2.73% | |
| 21 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.41% | -1.51% | -0.10% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | — | -0.16% | |
| 23 | ICL | ICL Group Ltd | Stock-Other | 1.35% | -0.22% | +3.24% | |
| 24 | TGT | Target CORP | Stock-Consumer Disc | 1.34% | -0.01% | +8114.27% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.34% | -0.09% | — | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.33% | -0.04% | -3.38% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.17% | -25.17% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.25% | +3.61% | -2.15% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 1.24% | -0.34% | +4627.84% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.18% | +1.40% | +93.87% | |
| 31 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.10% | — | +1624.64% | |
| 32 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.92% | — | — | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.71% | — | -16.21% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.26% | +55.38% | |
| 35 | NVMI | Nova Ltd. | Stock-Other | 0.71% | -0.08% | +9.37% | |
| 36 | VRNS | Varonis Systems Inc | Stock-Tech | 0.68% | -0.11% | EXIT | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.55% | -3.73% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | — | +1197.64% | |
| 39 | MATW | Matthews Intl Corp-class A | Stock-Other | 0.58% | -0.09% | +1.89% | |
| 40 | ARKO | Arko CORP | Stock-Other | 0.55% | -0.10% | EXIT | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.11% | +3.23% | |
| 42 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.52% | — | -55.29% | |
| 43 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.52% | — | -0.79% | |
| 44 | RSKD | Riskified Ltd. | Stock-Other | 0.52% | -0.08% | — | |
| 45 | SMWB | Similarweb Ltd. | Stock-Other | 0.49% | -0.01% | EXIT | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.46% | -0.09% | -74.35% | |
| 47 | SSYS | Stratasys Ltd. | Stock-Other | 0.44% | -0.07% | — | |
| 48 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.43% | — | -57.66% | |
| 49 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.42% | +0.07% | -37.65% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | — | -2.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLI | Ss Industrial Select Sector | +2.9% | +1383.38% | Add |
| 2 | IGV | Ishares Expanded Tech-softwa | +1.7% | +965.42% | Add |
| 3 | MITK | Mitek Systems Inc | +1.4% | NEW | New buy |
| 4 | TGT | Target CORP | +1.3% | +8114.27% | Add |
| 5 | XLE | Ss Energy Select Sector | +1.2% | +4627.84% | Add |
| 6 | AZNN | Astrazeneca Plc-spons Adr | +1% | +1624.64% | Add |
| 7 | XRT | Ss Spdr S&p Retail ETF | +0.8% | +65.71% | Add |
| 8 | ALLY | Ally Financial Inc | +0.7% | +86.37% | Add |
| 9 | MLPX | Global X Mlp & Energy Infras | +0.6% | +26.58% | Add |
| 10 | ETN | Eaton Corporation plc | +0.6% | +1197.64% | Add |
| 11 | AMZN | Amazon.com Inc | +0.4% | +2.06% | Add |
| 12 | TEVA | Teva Pharmaceutical-sp Adr | +0.4% | -2.70% | Trim |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +55.38% | Add |
| 14 | TSEM | Tower Semiconductor Ltd. | +0.2% | — | Unchanged |
| 15 | TSLA | Tesla Inc | +0.2% | +56.70% | Add |
| 16 | TER | Teradyne Inc | +0.2% | +936.54% | Add |
| 17 | SMWB | Similarweb Ltd. | +0.2% | -1.47% | Trim |
| 18 | ENPH | Enphase Energy Inc | +0.2% | +1097.81% | Add |
| 19 | ✓ | Innovid CORP | +0.2% | +5.88% | Add |
| 20 | EQX | Equinox Gold CORP | +0.2% | NEW | New buy |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +0.55% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | -3.73% | Trim |
| 23 | AAPL | Apple Inc | +0.1% | -4.21% | Trim |
| 24 | ICL | ICL Group Ltd | +0.1% | +3.24% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.73% | Add |
| 26 | MATW | Matthews Intl Corp-class A | +0.1% | +1.89% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 0% | -2.15% | Trim |
| 28 | NVDA | Nvidia CORP | 0% | -0.98% | Trim |
| 29 | MCD | Mcdonald's CORP | 0% | +15.68% | Add |
| 30 | IYF | Ishares US Financials ETF | 0% | — | Unchanged |
| 31 | NYAX | Nayax Ltd. | -0.1% | EXIT | Sold out |
| 32 | EWJ | Ishares Msci Japan ETF | -0.1% | -73.50% | Trim |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -47.79% | Trim |
| 34 | EWY | Ishares Msci South Korea ETF | -0.2% | -12.77% | Trim |
| 35 | TECK | Teck Resources Ltd-cls B | -0.2% | -0.79% | Trim |
| 36 | XLRE | Ss Real Estate Select Sector | -0.3% | — | Unchanged |
| 37 | XBI | Ss Spdr S&p Biotech ETF | -0.3% | -16.21% | Trim |
| 38 | XTN | Ss Spdr S&p Transport ETF | -0.3% | -42.45% | Trim |
| 39 | IXJ | Ishares Global Healthcare Et | -0.3% | -0.10% | Trim |
| 40 | EWZ | Ishares Msci Brazil ETF | -0.4% | — | Unchanged |
| 41 | RSPS | Invesco S&p 500 Equal Weight | -0.4% | EXIT | Sold out |
| 42 | META | Meta Platforms Inc-class A | -0.6% | -25.17% | Trim |
| 43 | NUE | Nucor CORP | -0.7% | -68.85% | Trim |
| 44 | XOP | Ss Spdr S&p Og Exp & Prod | -0.7% | -55.29% | Trim |
| 45 | MLM | Martin Marietta Materials | -0.9% | EXIT | Sold out |
| 46 | XLF | Ss Financial Select Sector | -0.9% | -9.59% | Trim |
| 47 | IFF | Intl Flavors & Fragrances | -0.9% | -57.66% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -1.4% | -23.50% | Trim |
| 49 | NICE | Nice LTD - Spon Adr | -1.4% | -19.97% | Trim |
| 50 | XLP | Ss Consumer Staples Sel Sect | -1.6% | -74.35% | Trim |
According to official SEC Form 13F filings, Phoenix Financial Ltd. reported a total U.S. public equity portfolio value of $14.6B across 356 disclosed positions in Q4 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.
Top New Position Initiated
MITK
市值: $105.5M
Top Position Liquidated / Trimmed
MLM
前期市值: $58.2M
During Q4 2024, Phoenix Financial Ltd.'s top holdings by market value included XLF (7.2%)、TEVA (6.4%)、AMZN (4.4%). The largest single position, XLF, represented 7.2% of total portfolio value.
In Q4 2024, Phoenix Financial Ltd. made 46 total portfolio adjustments, initiating 2 new buys, adding to 20 positions, trimming 21 holdings, and fully liquidating 3 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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