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CIK: 0001679543
Total reported value
$14.6B
$14.6B
371 檔
9.5%
In Q1 2025, Phoenix Financial Ltd.'s U.S. equity holdings reached a combined market value of $14.6B, distributed across 371 disclosed stock positions.
In Q1 2025, Phoenix Financial Ltd. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 371 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 6.46% | -2.27% | +25.11% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.33% | -1.65% | +1.03% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.12% | -0.42% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.61% | -6.57% | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 3.11% | -0.46% | -62.76% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 3.05% | -1.04% | +5.43% | |
| 7 | NICE | Nice LTD - Spon Adr | Stock-Tech | 2.96% | +0.12% | -3.23% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.73% | -0.02% | +14.89% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.72% | -0.11% | +19.51% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 2.64% | +1.04% | -23.51% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.37% | -0.34% | +56.56% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.26% | -0.09% | +46.74% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.15% | -0.50% | +12.60% | |
| 14 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.10% | +0.60% | -0.15% | |
| 15 | IYF | Ishares US Financials ETF | ETF-Other | 2.07% | -0.29% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 2.06% | -0.04% | +64.76% | |
| 17 | XRT | Ss Spdr S&p Retail ETF | ETF-Other | 2.04% | -0.55% | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | -0.92% | +4.49% | |
| 19 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.84% | -0.17% | +0.13% | |
| 20 | ALLY | Ally Financial Inc | Stock-Financials | 1.79% | — | -5.31% | |
| 21 | ICL | ICL Group Ltd | Stock-Other | 1.74% | -0.22% | -3.47% | |
| 22 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.69% | — | — | |
| 23 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.67% | -1.51% | -0.01% | |
| 24 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.53% | -0.02% | +1354.92% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.17% | -6.58% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.06% | -3.65% | |
| 27 | C | Citigroup Inc | Stock-Financials | 1.33% | — | +8378.68% | |
| 28 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.30% | — | -6.34% | |
| 29 | TGT | Target CORP | Stock-Consumer Disc | 1.15% | -0.01% | -1.02% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.14% | +3.61% | -2.92% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | +0.26% | +35.93% | |
| 32 | VRNS | Varonis Systems Inc | Stock-Tech | 0.92% | -0.11% | EXIT | |
| 33 | NVMI | Nova Ltd. | Stock-Other | 0.87% | -0.08% | +17.86% | |
| 34 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.70% | — | -41.16% | |
| 35 | URA | Global X Uranium ETF | ETF-Other | 0.63% | -0.91% | — | |
| 36 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.58% | — | — | |
| 37 | RSKD | Riskified Ltd. | Stock-Other | 0.57% | -0.08% | -4.50% | |
| 38 | 8QR | Confluent Inc-class A | Stock-Other | 0.56% | — | +901.39% | |
| 39 | SSYS | Stratasys Ltd. | Stock-Other | 0.54% | -0.07% | +0.36% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.11% | +0.65% | |
| 41 | SBIO | Alps Medical Breakthroughs | ETF-Other | 0.50% | — | — | |
| 42 | FHN | First Horizon CORP | Stock-Financials | 0.45% | — | — | |
| 43 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.44% | — | — | |
| 44 | CAMT | Camtek Ltd. | Stock-Other | 0.42% | +0.14% | +266.04% | |
| 45 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.42% | -1.05% | +1583.50% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.55% | -20.44% | |
| 47 | VST | Vistra CORP | Stock-Utilities | 0.40% | +0.84% | +777.24% | |
| 48 | XTN | Ss Spdr S&p Transport ETF | ETF-Other | 0.39% | -0.85% | EXIT | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.39% | -0.01% | +430.94% | |
| 50 | WIX | Wix.com Ltd. | Stock-Tech | 0.37% | — | +41.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 6 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 7 | NICE | Nice LTD - Spon Adr | — | NEW | New buy |
| 8 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 11 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 12 | XLRE | Ss Real Estate Select Sector | — | NEW | New buy |
| 13 | AAPL | Apple Inc | — | NEW | New buy |
| 14 | TSEM | Tower Semiconductor Ltd. | — | NEW | New buy |
| 15 | IYF | Ishares US Financials ETF | — | NEW | New buy |
| 16 | ORCL | Oracle CORP | — | NEW | New buy |
| 17 | XRT | Ss Spdr S&p Retail ETF | — | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 19 | IGV | Ishares Expanded Tech-softwa | — | NEW | New buy |
| 20 | ALLY | Ally Financial Inc | — | NEW | New buy |
| 21 | ICL | ICL Group Ltd | — | NEW | New buy |
| 22 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 23 | IXJ | Ishares Global Healthcare Et | — | NEW | New buy |
| 24 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 25 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | C | Citigroup Inc | — | NEW | New buy |
| 28 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 29 | TGT | Target CORP | — | NEW | New buy |
| 30 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 31 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 32 | VRNS | Varonis Systems Inc | — | NEW | New buy |
| 33 | NVMI | Nova Ltd. | — | NEW | New buy |
| 34 | EWZ | Ishares Msci Brazil ETF | — | NEW | New buy |
| 35 | URA | Global X Uranium ETF | — | NEW | New buy |
| 36 | XOP | Ss Spdr S&p Og Exp & Prod | — | NEW | New buy |
| 37 | RSKD | Riskified Ltd. | — | NEW | New buy |
| 38 | 8QR | Confluent Inc-class A | — | NEW | New buy |
| 39 | SSYS | Stratasys Ltd. | — | NEW | New buy |
| 40 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 41 | SBIO | Alps Medical Breakthroughs | — | NEW | New buy |
| 42 | FHN | First Horizon CORP | — | NEW | New buy |
| 43 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 44 | CAMT | Camtek Ltd. | — | NEW | New buy |
| 45 | MCHI | Ishares Msci China ETF | — | NEW | New buy |
| 46 | AVGO | Broadcom Inc | — | NEW | New buy |
| 47 | VST | Vistra CORP | — | NEW | New buy |
| 48 | XTN | Ss Spdr S&p Transport ETF | — | NEW | New buy |
| 49 | BA | Boeing Co/the | — | NEW | New buy |
| 50 | WIX | Wix.com Ltd. | — | NEW | New buy |
According to official SEC Form 13F filings, Phoenix Financial Ltd. reported a total U.S. public equity portfolio value of $14.6B across 371 disclosed positions in Q1 2025.
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 TEVA, AMZN, RSP) accounted for 9.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
TEVA
市值: $422.1M
During Q1 2025, Phoenix Financial Ltd.'s top holdings by market value included TEVA (6.5%)、AMZN (4.3%)、RSP (4.1%). The largest single position, TEVA, represented 6.5% of total portfolio value.
In Q1 2025, Phoenix Financial Ltd. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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