Meitav Investment House Ltd.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Meitav Investment House Ltd. reported 230 stock positions worth $5.1 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.8% of the portfolio, followed by SS Financial Select Sector (XLF, 5.8%) and Invesco QQQ Trust Series 1 (QQQ, 5.6%). Compared with Q4 2023, it opened 22 new positions, sold out of 128, added to 65 and reduced 85. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +15%) and the biggest sale an exit from Vanguard S&P 500 ETF (VOO).

Most Recent 13F
Q2 2026
Location
BENE-BERAQ, L3
CIK
0001398346
Portfolio Value
$5.1B (Q1 2024)
SEC Filing
0001178913-24-001511 ↗ filed May 1, 2024

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $5.1B $5.1B Q1 2024 Q2 2024: $5.6B Q2 2024 Q3 2024: $6.0B Q3 2024 Q4 2024: $5.9B Q4 2024 Q1 2025: $5.4B Q1 2025 Q2 2025: $7.4B Q2 2025 Q3 2025: $7.6B Q3 2025 Q4 2025: $8.7B Q4 2025 Q1 2026: $9.1B Q1 2026 Q2 2026: $14.9B Q2 2026

Holdings 230 stocks · $5.1B
SPY SS SPDR S&P 500 ETF Trust-US 6.81% 664,652 $347.7M Add +14.8%
XLF SS Financial Select Sector 5.80% 7,029,879 $296.1M Add +22.0%
QQQ Invesco QQQ Trust Series 1 5.64% 648,372 $287.9M Reduce -11.1%
RSP Invesco S&P 500 Equal Weight 4.83% 1,456,313 $246.7M Add +34.1%
QQQM Invesco Nasdaq 100 ETF 4.53% 1,264,323 $231.0M Add +1.4%
XLV SS Health Care Select Sector 3.63% 1,252,827 $185.1M Reduce -3.9%
AMZN Amazon.com Inc. 2.59% 733,302 $132.3M Reduce -13.3%
XLC SS Comm Select Sector SPDR 2.58% 1,611,575 $131.6M Reduce -29.9%
META Meta Platforms Inc. Class A 2.34% 246,370 $119.7M Reduce -19.3%
NVDA Nvidia Corp. 2.23% 126,132 $114.0M Reduce -20.0%
XLI SS Industrial Select Sector 2.21% 896,240 $112.9M Reduce -47.6%
EPI Wisdomtree India Earnings 2.20% 2,577,572 $112.3M Add +85.8%
ENLT Enlight Renewable Energy Ltd. 2.03% 6,068,593 $103.5M Reduce -6.2%
PAVE Global X US Infrastructure 1.91% 2,454,227 $97.7M Add +16.6%
MA Mastercard Inc. Class A 1.79% 189,684 $91.4M Reduce -3.6%
ICL Icl Group Ltd. 1.74% 16,750,614 $88.8M Add +0.4%
XLK SS Technology Select Sector 1.71% 417,984 $87.1M Reduce -15.0%
NVMI Nova Ltd. 1.50% 434,621 $76.6M Add +2.8%
JPM JPMorgan Chase & Co. 1.47% 373,586 $74.8M Add +0.1%
GS Goldman Sachs Group Inc. 1.42% 173,277 $72.4M Reduce -8.3%
TSEM Tower Semiconductor Ltd. 1.27% 1,936,437 $64.8M Add +32.1%
MCHI iShares MSCI China ETF 1.24% 1,586,866 $63.1M Reduce -4.6%
GOOG Alphabet Inc. Class C 1.14% 381,828 $58.1M Reduce -5.4%
CRM Salesforce Inc. 1.10% 185,981 $56.0M Add +2645.9%
V Visa Inc. Class A 1.08% 197,736 $55.2M Reduce -41.6%
COST Costco Wholesale Corp. 1.07% 74,854 $54.9M Reduce -41.7%
SMH Vaneck Semiconductor ETF 1.03% 234,050 $52.7M Reduce -68.0%
EWJ iShares MSCI Japan ETF 0.98% 700,148 $50.0M Reduce -8.0%
CARR Carrier Global Corp. 0.98% 856,290 $49.8M Reduce -7.7%
ADBE Adobe Inc. 0.95% 96,456 $48.7M Reduce -12.4%
KKR KKR & Co. Inc. 0.95% 481,476 $48.4M Reduce -22.5%
EWT iShares MSCI Taiwan ETF 0.95% 991,670 $48.3M Add +7.0%
PLD Prologis Inc. 0.93% 364,347 $47.5M Add +16.6%
NEE Nextera Energy Inc. 0.93% 741,000 $47.4M New
RSPN Invesco S&P 500 Equal Weight 0.89% 953,759 $45.5M Add +0.6%
ESLT Elbit Systems Ltd. 0.87% 210,545 $44.3M Reduce -6.2%
XLY SS Consumer Disc Select Sect 0.85% 235,416 $43.3M Add +0.3%
AAPL Apple Inc. 0.84% 250,921 $43.0M Add +55.6%
XLB SS Materials Select Sector 0.84% 462,564 $43.0M Add +426.0%
AVGO Broadcom Inc. 0.83% 32,094 $42.5M Add +719.4%
INMD Inmode Ltd. 0.82% 1,924,960 $41.6M Reduce -0.8%
WIX Wix.com Ltd. 0.79% 294,827 $40.5M Reduce -15.6%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.79% 1,363,776 $40.2M Add +0.3%
MRK Merck & Co. Inc. 0.73% 283,882 $37.5M Reduce -5.0%
XME SS SPDR S&P Metals Mining 0.68% 576,759 $34.8M Add +2055.4%
FTNT Fortinet Inc. 0.68% 505,015 $34.5M Add +84.3%
XOM Exxon Mobil Corp. 0.66% 288,408 $33.5M Add +0.4%
NKE Nike Inc. Class B 0.66% 350,000 $33.5M Reduce -27.0%
PPA Invesco Aerospace & Defense 0.60% 302,883 $30.8M Reduce -0.2%
CYBR Cyberark Software Ltd./Israel 0.59% 114,137 $30.3M Add +200.6%
SEDG Solaredge Technologies Inc. 0.56% 398,976 $28.3M Reduce -3.6%
BA The Boeing Co. 0.52% 138,699 $26.8M Reduce -38.3%
TSLA Tesla Inc. 0.52% 151,676 $26.7M Add +1995.5%
CAMT Camtek Ltd. 0.52% 318,122 $26.6M Add +55.9%
KRNT Kornit Digital Ltd. 0.51% 1,442,214 $26.1M Add +0.7%
PERI Perion Network Ltd. 0.50% 1,143,303 $25.7M Add +7.9%
LNG Cheniere Energy Inc. 0.48% 152,500 $24.6M No change
HDB HDFC Bank Ltd.-ADR 0.48% 435,000 $24.4M No change
XLRE SS Real Estate Select Sector 0.46% 593,291 $23.5M Add +0.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.46% 58,551 $23.3M Add +3.3%
INDA iShares MSCI India ETF 0.46% 450,463 $23.2M Reduce -65.4%
S Sentinelone Inc. Class A 0.43% 938,200 $21.9M Add +3652.8%
GLBE Global-E Online Ltd. 0.39% 553,798 $20.1M Add +5.9%
WCLD Wisdomtree Cloud Computing 0.39% 573,103 $20.0M No change
CLBT Cellebrite Di Ltd. 0.37% 1,692,445 $18.8M Add +497.7%
MRNA Moderna Inc. 0.35% 167,406 $17.8M Add +0.1%
BABA Alibaba Group Holding-SP ADR 0.33% 232,575 $16.8M Reduce -2.8%
XHB SS SPDR S&P Homebldrs ETF 0.29% 134,332 $15.0M Add +0.5%
GOOGL Alphabet Inc. Class A 0.29% 96,609 $14.6M Reduce -79.6%
CLOU Global X Cloud Computing ETF 0.25% 593,286 $12.9M No change
AXP American Express Co. 0.25% 55,684 $12.7M Add +11.1%
FDX FedEx Corp. 0.23% 41,157 $11.9M Reduce -4.2%
TAN Invesco Solar ETF 0.22% 247,598 $11.2M Add +0.0%
SPGM State Street SPDR Portfolio 0.19% 163,800 $9.8M No change
XLE SS Energy Select Sector 0.19% 102,588 $9.7M Reduce -68.2%
GILT Gilat Satellite Networks Ltd. 0.19% 1,757,160 $9.6M Reduce -16.7%
NFLX Netflix Inc. 0.17% 14,492 $8.8M Add +0.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.16% 123,793 $8.1M Reduce -3.0%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 15,494 $6.5M Add +152.8%
GDX Vaneck Gold Miners ETF 0.13% 205,394 $6.5M Add +276.7%
PSI Invesco Semiconductors ETF 0.13% 114,591 $6.5M No change
JD Jd.com Inc.-ADR 0.13% 235,171 $6.4M Reduce -0.2%
XBI SS SPDR S&P Biotech ETF 0.12% 66,594 $6.3M Reduce -78.1%
BKNG Booking Holdings Inc. 0.12% 1,741 $6.3M Reduce -44.2%
BIDU Baidu Inc. - Spon ADR 0.11% 52,355 $5.5M No change
FLEX Flex Ltd. 0.11% 191,057 $5.5M No change
VCSH Vanguard S/T Corp. Bond ETF 0.11% 69,451 $5.4M Add +1.8%
QUAL iShares MSCI USA Quality Fac 0.10% 32,366 $5.3M Add +8.0%
TATT Tat Technologies Ltd. 0.10% 410,000 $5.1M No change
SONO Sonos Inc. 0.09% 230,839 $4.4M No change
SOXQ Invesco PHLX Semiconductor 0.08% 109,250 $4.2M Add +221.9%
SPGI S&P Global Inc. 0.07% 8,734 $3.7M No change
BIIB Biogen Inc. 0.07% 16,840 $3.6M Add +0.2%
GRID First TRST Nasd Class Edg Sgiif 0.07% 31,395 $3.6M No change
VGT Vanguard Info Tech ETF 0.07% 6,414 $3.4M Add +1.2%
SKYY First Trust Cloud Computing 0.06% 32,997 $3.2M Reduce -16.7%
AZN Astrazeneca PLC-Spons ADR 0.06% 45,393 $3.1M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 79,938 $3.0M Reduce -5.9%
ASML ASML Holding NV-NY Reg SHS 0.06% 3,455 $3.0M Add +9.4%
AMD Advanced Micro Devices 0.06% 15,546 $2.8M Reduce -91.2%
CBOE Cboe Global Markets Inc. 0.05% 15,100 $2.8M Add +42.7%
VRSN Verisign Inc. 0.05% 14,333 $2.7M Add +45.0%
FGM First Trust Germany 0.05% 66,520 $2.7M No change
VLN Valens Semiconductor Ltd. 0.05% 1,109,269 $2.6M Add +1231.7%
EMXC iShares MSCI Emr MRK Ex Chna 0.05% 45,083 $2.6M New
BIL SS SPDR BB 1-3M T-Bill ETF 0.05% 28,291 $2.6M Add +21.8%
CHKP Check Point Software Tech 0.05% 15,017 $2.5M Reduce -9.7%
XAR SS SPDR S&P Aerospace Def 0.05% 17,184 $2.4M Reduce -47.2%
BP BP PLC-Spons ADR 0.04% 60,815 $2.3M Reduce -0.6%
MO Altria Group Inc. 0.04% 50,657 $2.2M Reduce -37.2%
AMAT Applied Materials Inc. 0.04% 10,568 $2.2M Reduce -44.3%
IBDP iShares Ibonds Dec 2024 Term 0.04% 83,082 $2.1M Add +0.2%
KBWB Invesco KBW Bank ETF 0.04% 37,193 $2.0M No change
SPEM State Street SP PTF Em ETF 0.04% 54,672 $2.0M Add +0.2%
SDVY First Trust Smid Cap Rising 0.04% 55,716 $1.9M No change
XHE SS SPDR S&P HC Equip ETF 0.04% 21,331 $1.9M Add +0.7%
IBDU iShares Ibonds Dec 2029 Term 0.04% 80,019 $1.8M Add +299.3%
IBDQ iShares Ibonds Dec 2025 Term 0.04% 72,311 $1.8M Reduce -6.0%
ABT Abbott Laboratories 0.03% 15,000 $1.7M No change
RCL Royal Caribbean Cruises Ltd. 0.03% 12,095 $1.7M New
QCLN First Trust Nasdaq Clean Edg 0.03% 46,443 $1.6M Reduce -0.3%
XLP SS Consumer Staples Sel Sect 0.03% 19,460 $1.5M Reduce -13.0%
IBDT iShares Ibonds Dec 2028 ETF 0.03% 58,996 $1.5M Add +32.4%
FXZ First Trust Materials Alphad 0.03% 19,308 $1.4M No change
VRIG Invesco Variable Rate Invest 0.03% 53,311 $1.3M Reduce -8.5%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.02% 53,503 $1.3M Reduce -7.4%
BRK.A Berkshire Hathaway Inc. Class A 0.02% 2 $1.3M No change
BDX Becton Dickinson and Co. 0.02% 8,778 $1.2M New
RSPM Invesco S&P 500 Equal Weight 0.02% 32,715 $1.2M Reduce -26.7%
BX Blackstone Inc. 0.02% 9,042 $1.2M Reduce -95.1%
SGOV iShares 0-3 Month Treasury B 0.02% 11,427 $1.2M Add +30.1%
IBDV iShares Ibonds Dec 2030 Corp. 0.02% 53,760 $1.1M New
ANGL Vaneck Fallen Angel High YLD 0.02% 37,526 $1.1M Reduce -2.3%
FLKR Franklin Ftse South Korea 0.02% 46,359 $1.1M New
TEAD Teads Holding Co. filed as OUTBRAIN INC 0.02% 271,794 $1.1M Reduce -15.3%
EWU iShares MSCI United Kingdom 0.02% 30,200 $1.0M No change
KBE SS SPDR S&P Bank ETF 0.02% 21,718 $1.0M No change
IR Ingersoll-Rand Inc. 0.02% 10,707 $1.0M New
UNH Unitedhealth Group Inc. 0.02% 2,044 $1.0M Add +351.2%
HLT Hilton Worldwide Holdings Inc. 0.02% 4,597 $981K Add +114.1%
ICE Intercontinental Exchange Inc. 0.02% 6,892 $947K New
FDN First Trust DJ Internet Ind 0.02% 4,507 $924K Reduce -51.6%
CIBR First Trust Nasdaq Cybersecu 0.02% 16,386 $924K No change
QLTA iShares Aaa - A Rated Corpor 0.02% 19,442 $922K Reduce -4.8%
FROG Jfrog Ltd. 0.02% 20,177 $892K New
IBDR iShares Ibonds Dec 2026 Term 0.02% 36,506 $869K Reduce -7.5%
SNY Sanofi-ADR 0.02% 17,500 $851K No change
USMV iShares MSCI USA Min Vol Fac 0.02% 9,688 $810K Reduce -2.0%
MNDY Monday.com Ltd. 0.02% 3,580 $809K New
ZIM Zim Integrated Shipping Serv 0.02% 79,905 $808K Reduce -44.9%
ISRG Intuitive Surgical Inc. 0.02% 2,009 $802K New
NBIX Neurocrine Biosciences Inc. 0.02% 5,750 $793K New
IDEV iShares Core MSCI Dev MKTS 0.01% 10,736 $720K Add +49.8%
TFC Truist Financial Corp. 0.01% 18,288 $713K Reduce -2.1%
GRMN Garmin Ltd. 0.01% 4,731 $704K New
ABBV Abbvie Inc. 0.01% 3,741 $681K Add +3.7%
NET Cloudflare Inc. Class A 0.01% 7,000 $678K New
LIN Linde PLC 0.01% 1,450 $673K New
PRGO Perrigo Co. PLC 0.01% 20,733 $667K No change
SJNK SS SPDR BB St Hi Yield ETF 0.01% 26,172 $660K New
NOBL Proshares S&P 500 Dividend A 0.01% 6,238 $629K Reduce -37.7%
SLQD iShares 0-5 YR Inv GRD Corp. 0.01% 12,697 $624K Reduce -4.4%
VTRS Viatris Inc. 0.01% 51,684 $617K No change
FTA First Trust L C Val Alp 0.01% 7,550 $577K No change
MOAT Vaneck Morningstar Wide Moat 0.01% 6,386 $572K Reduce -38.8%
FTCS First Trust Capital Strength 0.01% 6,656 $570K No change
DXJ Wisdomtree Japan Hedged Eq 0.01% 5,096 $553K No change
URGN Urogen Pharma Ltd. 0.01% 36,798 $552K Reduce -59.8%
PICK iShares MSCI Global Metals & 0.01% 13,032 $543K No change
KEN Kenon Holdings Ltd. 0.01% 20,523 $542K No change
RDIV Invesco S&P Ultra Dividend 0.01% 11,270 $517K No change
DVA Davita Inc. 0.01% 3,673 $507K New
RDWR Radware Ltd. 0.01% 27,000 $505K No change
MINT PIMCO Enhanced Short Maturit 0.01% 5,035 $505K Reduce -6.9%
GXC State Street SPDR S&P China 0.01% 7,503 $494K No change
CXSE Wisdomtree China Ex-St Ow 0.01% 17,775 $469K No change
DOX Amdocs Ltd. 0.01% 5,093 $460K Reduce -82.1%
MDWD Mediwound Ltd. 0.01% 31,502 $449K No change
FINX Global X Fintech ETF 0.01% 15,978 $445K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.01% 4,950 $438K No change
KMDA Kamada Ltd. 0.01% 76,835 $430K No change
AUDC Audiocodes Ltd. 0.01% 30,404 $402K Reduce -20.0%
FIW First Trust Water ETF 0.01% 3,800 $388K No change
CCJ Cameco Corp. 0.01% 8,897 $385K No change
PATH Uipath Inc. Class A 0.01% 16,900 $383K Reduce -0.6%
CPAY Corpay Inc. 0.01% 1,230 $380K Reduce -1.4%
AMT American Tower Corp. 0.01% 1,886 $373K No change
ABNB Airbnb Inc. Class A 0.01% 2,258 $372K Reduce -65.6%
WDAY Workday Inc. Class A 0.01% 1,365 $372K Reduce -2.6%
GM General Motors Co. 0.01% 8,070 $366K Add +10.8%
ORLY O'reilly Automotive Inc. 0.01% 322 $363K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.01% 2,430 $353K Add +0.9%
RRC Range Resources Corp. 0.01% 10,249 $353K No change
MBLY Mobileye Global Inc. Class A 0.01% 10,920 $351K New
ARKO Arko Corp. 0.01% 60,460 $345K Reduce -45.3%
DGRW Wisdomtree U.S. Quality Divi 0.01% 4,437 $338K Add +17.5%
SPNS Sapiens International Corp. 0.01% 10,434 $336K No change
FLOT iShares Floating Rate Bond E 0.01% 6,404 $327K Reduce -27.3%
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.01% 3,600 $321K Reduce -16.3%
CSTE Caesarstone Ltd. 0.01% 75,838 $310K No change
MTUM iShares MSCI USA Momentum Fa 0.01% 1,652 $310K No change
FCNCA First Citizens Bcshs Class A 0.01% 188 $307K Reduce -0.5%
MNST Monster Beverage Corp. 0.01% 5,093 $302K No change
RF Regions Financial Corp. 0.01% 14,141 $298K Reduce -4.4%
NEAR iShares SH Dba ETF Usd Inc. 0.01% 5,598 $281K No change
TBLA Taboola.com Ltd. 0.01% 61,000 $271K Add +8.9%
NIO Nio Inc. - ADR 0.01% 60,086 $270K New
BKLN Invesco Senior Loan ETF 0.01% 12,618 $267K Reduce -5.6%
SHYG iShares 0-5 YR HY Corp. Bond 0.00% 5,858 $249K No change
PUI Invesco Dorsey Wright Utilit 0.00% 7,350 $247K No change
DFJ Wisdomtree JPN S/C DVD Fund 0.00% 3,170 $245K No change
SPSB SS SPDR P St C Corp. ETF 0.00% 8,202 $244K Add +12.8%
DRS Leonardo DRS Inc. 0.00% 10,876 $240K No change
VCIT Vanguard Int-Term Corporate 0.00% 2,875 $231K New
SMWB Similarweb Ltd. 0.00% 25,000 $225K No change
EWBC East West Bancorp Inc. 0.00% 2,810 $222K Reduce -2.9%
BSCO Invesco Bulletshares 2024 CB 0.00% 10,561 $221K No change
BHF Brighthouse Financial Inc. 0.00% 4,240 $219K No change
APD Air Products & Chemicals Inc. 0.00% 900 $218K Reduce -25.9%
CHIQ Global X MSCI China Consumer 0.00% 12,261 $209K No change
CQQQ Invesco China Technology ETF 0.00% 6,420 $206K Reduce -15.8%
CRWD CrowdStrike Holdings Inc. Class A 0.00% 640 $205K New
FEM First Trust Emerging Markets 0.00% 8,893 $203K New
INVZ Innoviz Technologies Ltd. 0.00% 134,831 $182K Add +53.5%
XRN Global Medical REIT Inc. 0.00% 17,609 $154K No change
SSYS Stratasys Ltd. 0.00% 11,708 $136K Reduce -33.9%
RSKD Riskified Ltd. Class A 0.00% 22,293 $121K No change
GMDAQ Gamida Cell Ltd. 0.00% 3,237,537 $117K Reduce -11.4%
NRSN Neurosense Therapeutics Ltd. 0.00% 50,000 $91K Reduce -47.4%
PLUR Pluri Inc. 0.00% 69,402 $56K Reduce -5.8%

Portfolio Sells Q4 2023 → Q1 2024
VOO Vanguard S&P 500 ETF Sold out 0.00% −6.01
IVV iShares Core S&P 500 ETF Sold out 0.00% −3.06
IHI iShares U.S. Medical Devices Sold out 0.00% −2.43
MSFT Microsoft Corp. Sold out 0.00% −2.07
QTEC First Trust Nasdq 100 Tech I Sold out 0.00% −1.34
PANW Palo Alto Networks Inc. Sold out 0.00% −1.05
SMH Vaneck Semiconductor ETF Reduce -68.0% 1.03% −0.85
AAXJ iShares MSCI All Country Asi Sold out 0.00% −0.84
IAI iShares U.S. Broker-Dealers Sold out 0.00% −0.77
IWM iShares Russell 2000 ETF Sold out 0.00% −0.74
GOOGL Alphabet Inc. Class A Reduce -79.6% 0.29% −0.69
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.68
TEVA Teva Pharmaceutical-SP ADR Sold out 0.00% −0.66
XLI SS Industrial Select Sector Reduce -47.6% 2.21% −0.65
EEM iShares MSCI Emerging Market Sold out 0.00% −0.63
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.62
EWY iShares MSCI South Korea ETF Sold out 0.00% −0.60
ORA Ormat Technologies Inc. Sold out 0.00% −0.59
SLB SLB Ltd. Sold out 0.00% −0.55
CAT Caterpillar Inc. Sold out 0.00% −0.55
KWEB Kranesh Csi China Internet Sold out 0.00% −0.52
INDA iShares MSCI India ETF Reduce -65.4% 0.46% −0.48
IGV iShares Expanded Tech-Softwa Sold out 0.00% −0.46
VRNS Varonis Systems Inc. Sold out 0.00% −0.42
BA The Boeing Co. Reduce -38.3% 0.52% −0.34
BX Blackstone Inc. Reduce -95.1% 0.02% −0.33
AMD Advanced Micro Devices Reduce -91.2% 0.06% −0.33
MRSH Marsh & McLennan Cos Sold out 0.00% −0.29
DIS The Walt Disney Co. Sold out 0.00% −0.29
DE Deere & Co. Sold out 0.00% −0.28
IVOO Vanguard S&P Mid-Cap 400 ETF Sold out 0.00% −0.28
XBI SS SPDR S&P Biotech ETF Reduce -78.1% 0.12% −0.27
EWZ iShares MSCI Brazil ETF Sold out 0.00% −0.26
NICE Nice Ltd. - Spon ADR Sold out 0.00% −0.26
V Visa Inc. Class A Reduce -41.6% 1.08% −0.21
XLE SS Energy Select Sector Reduce -68.2% 0.19% −0.21
LLY Eli Lilly & Co. Sold out 0.00% −0.18
MS Morgan Stanley Sold out 0.00% −0.18
COST Costco Wholesale Corp. Reduce -41.7% 1.07% −0.17
EXPE Expedia Group Inc. Sold out 0.00% −0.16
WMT Walmart Inc. Sold out 0.00% −0.15
NKE Nike Inc. Class B Reduce -27.0% 0.66% −0.11
ITA iShares U.S. Aerospace & Def Sold out 0.00% −0.10
IYF iShares US Financials ETF Sold out 0.00% −0.09
ACWI iShares MSCI Acwi ETF Sold out 0.00% −0.09
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.08
LMT Lockheed Martin Corp. Sold out 0.00% −0.07
IHF iShares U.S. Healthcare Prov Sold out 0.00% −0.07
ITB iShares U.S. Home Constructi Sold out 0.00% −0.07
MELI MercadoLibre Inc. Sold out 0.00% −0.06

Portfolio Buys Q4 2023 → Q1 2024
SPY SS SPDR S&P 500 ETF Trust-US Add +14.8% 6.81% +2.76
XLF SS Financial Select Sector Add +22.0% 5.80% +2.62
RSP Invesco S&P 500 Equal Weight Add +34.1% 4.83% +2.32
QQQM Invesco Nasdaq 100 ETF Add +1.4% 4.53% +1.44
EPI Wisdomtree India Earnings Add +85.8% 2.20% +1.36
CRM Salesforce Inc. Add +2645.9% 1.10% +1.07
NEE Nextera Energy Inc. New 0.93% +0.93
PAVE Global X US Infrastructure Add +16.6% 1.91% +0.85
AVGO Broadcom Inc. Add +719.4% 0.83% +0.77
XLB SS Materials Select Sector Add +426.0% 0.84% +0.73
XME SS SPDR S&P Metals Mining Add +2055.4% 0.68% +0.66
NVMI Nova Ltd. Add +2.8% 1.50% +0.64
TSEM Tower Semiconductor Ltd. Add +32.1% 1.27% +0.61
JPM JPMorgan Chase & Co. Add +0.1% 1.47% +0.53
ICL Icl Group Ltd. Add +0.4% 1.74% +0.51
TSLA Tesla Inc. Add +1995.5% 0.52% +0.50
CYBR Cyberark Software Ltd./Israel Add +200.6% 0.59% +0.47
FTNT Fortinet Inc. Add +84.3% 0.68% +0.44
S Sentinelone Inc. Class A Add +3652.8% 0.43% +0.42
AAPL Apple Inc. Add +55.6% 0.84% +0.39
CLBT Cellebrite Di Ltd. Add +497.7% 0.37% +0.33
PLD Prologis Inc. Add +16.6% 0.93% +0.32
CAMT Camtek Ltd. Add +55.9% 0.52% +0.31
EWT iShares MSCI Taiwan ETF Add +7.0% 0.95% +0.29
RSPN Invesco S&P 500 Equal Weight Add +0.6% 0.89% +0.29
XOM Exxon Mobil Corp. Add +0.4% 0.66% +0.24
XLY SS Consumer Disc Select Sect Add +0.3% 0.85% +0.23
XSOE Wisdmtree Emerg MKT Ex-St Ow Add +0.3% 0.79% +0.21
DIA SS SPDR Dow Jones Indus Avg Add +3.3% 0.46% +0.14
AXP American Express Co. Add +11.1% 0.25% +0.11
XLRE SS Real Estate Select Sector Add +0.0% 0.46% +0.11
KRNT Kornit Digital Ltd. Add +0.7% 0.51% +0.11
XHB SS SPDR S&P Homebldrs ETF Add +0.5% 0.29% +0.11
MRNA Moderna Inc. Add +0.1% 0.35% +0.10
GDX Vaneck Gold Miners ETF Add +276.7% 0.13% +0.10
BRK.B Berkshire Hathaway Inc. Class B Add +152.8% 0.13% +0.10
GLBE Global-E Online Ltd. Add +5.9% 0.39% +0.09
NFLX Netflix Inc. Add +0.1% 0.17% +0.07
SOXQ Invesco PHLX Semiconductor Add +221.9% 0.08% +0.07
EMXC iShares MSCI Emr MRK Ex Chna New 0.05% +0.05
VLN Valens Semiconductor Ltd. Add +1231.7% 0.05% +0.05
QUAL iShares MSCI USA Quality Fac Add +8.0% 0.10% +0.04
RCL Royal Caribbean Cruises Ltd. New 0.03% +0.03
IBDU iShares Ibonds Dec 2029 Term Add +299.3% 0.04% +0.03
VCSH Vanguard S/T Corp. Bond ETF Add +1.8% 0.11% +0.03
CBOE Cboe Global Markets Inc. Add +42.7% 0.05% +0.03
TAN Invesco Solar ETF Add +0.0% 0.22% +0.03
ASML ASML Holding NV-NY Reg SHS Add +9.4% 0.06% +0.03
PERI Perion Network Ltd. Add +7.9% 0.50% +0.02
BDX Becton Dickinson and Co. New 0.02% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 299$14.9BVOO, SPY, QQQM, QQQ, IVV
Q1 2026 232$9.1BSPY, QQQM, QQQ, XLC, SMH
Q4 2025 241$8.7BSPY, QQQM, QQQ, XLC, NKE
Q3 2025 236$7.6BSPY, QQQM, XLF, AMD, QQQ
Q2 2025 217$7.4BSPY, AMD, NKE, QQQM, XLF
Q1 2025 216$5.4BQQQM, SPY, XLF, XLV, QQQ
Q4 2024 221$5.9BSPY, QQQM, XLF, QQQ, XLV
Q3 2024 227$6.0BSPY, XLF, QQQM, QQQ, XLV
Q2 2024 221$5.6BSPY, XLF, QQQ, QQQM, XLV
Q1 2024 230$5.1BSPY, XLF, QQQ, RSP, QQQM