Meitav Investment House Ltd.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Meitav Investment House Ltd. reported 216 stock positions worth $5.4 billion. Its top holding was Invesco Nasdaq 100 ETF (QQQM) at 6.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 6.3%) and SS Financial Select Sector (XLF, 5.6%). Compared with Q4 2024, it opened 28 new positions, sold out of 33, added to 62 and reduced 80. The biggest buy was SS Health Care Select Sector (XLV, shares +25%) and the biggest sale Vaneck Semiconductor ETF (SMH, shares −40%).

Most Recent 13F
Q2 2026
Location
BENE-BERAQ, L3
CIK
0001398346
Portfolio Value
$5.4B (Q1 2025)
SEC Filing
0001178913-25-001704 ↗ filed May 12, 2025

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $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 $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 216 stocks · $5.4B

QQQM Invesco Nasdaq 100 ETF 6.30% 1,771,739 $341.8M Reduce -1.1%
SPY SS SPDR S&P 500 ETF Trust-US 6.26% 607,757 $339.8M Reduce -6.1%
XLF SS Financial Select Sector 5.61% 6,113,518 $304.4M Reduce -10.9%
XLV SS Health Care Select Sector 5.28% 1,962,281 $286.4M Add +24.8%
QQQ Invesco QQQ Trust Series 1 3.96% 458,270 $214.9M Reduce -17.3%
ICL Icl Group Ltd. 3.01% 29,088,699 $163.4M Add +41.5%
EPI Wisdomtree India Earnings 2.68% 3,321,683 $145.2M Reduce -1.7%
MCHI iShares MSCI China ETF 2.60% 2,591,261 $140.9M Add +18.8%
XLY SS Consumer Disc Select Sect 2.40% 659,145 $130.1M Add +6.1%
RSP Invesco S&P 500 Equal Weight 2.34% 734,154 $127.1M Add +9.6%
NVMI Nova Ltd. 2.30% 678,754 $124.6M Reduce -4.8%
NVDA Nvidia Corp. 2.19% 1,095,091 $118.7M Add +21.3%
AMZN Amazon.com Inc. 2.13% 608,170 $115.7M Add +0.3%
ESLT Elbit Systems Ltd. 2.09% 296,120 $113.5M Reduce -6.0%
META Meta Platforms Inc. Class A 2.07% 195,314 $112.5M Add +0.1%
PAVE Global X US Infrastructure 1.86% 2,678,569 $101.0M Add +24.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.77% 1,221,618 $96.3M Reduce -1.4%
XLI SS Industrial Select Sector 1.72% 712,325 $93.4M Reduce -13.6%
ENLT Enlight Renewable Energy Ltd. 1.67% 5,649,216 $90.6M Reduce -4.3%
SLV iShares Silver Trust 1.61% 2,820,000 $87.3M Add +64.0%
SMH Vaneck Semiconductor ETF 1.47% 377,391 $79.8M Reduce -39.6%
TSEM Tower Semiconductor Ltd. 1.45% 2,219,641 $78.6M Add +5.9%
NEE Nextera Energy Inc. 1.44% 1,132,135 $78.1M Add +35.1%
V Visa Inc. Class A 1.37% 212,696 $74.5M Reduce -20.1%
XLC SS Comm Select Sector SPDR 1.28% 718,013 $69.2M Reduce -48.0%
PLD Prologis Inc. 1.26% 613,999 $68.6M Reduce -6.6%
GOOG Alphabet Inc. Class C 1.16% 404,360 $63.2M Add +27.8%
AVGO Broadcom Inc. 1.13% 366,345 $61.3M Add +17.7%
KKR KKR & Co. Inc. 1.06% 499,940 $57.8M Add +24.8%
ADBE Adobe Inc. 1.04% 147,278 $56.5M Reduce -0.7%
CAMT Camtek Ltd. 1.01% 940,623 $55.0M Add +15.0%
ETN Eaton Corp. PLC 0.97% 194,550 $52.9M Add +162.9%
UBER Uber Technologies Inc. 0.96% 714,839 $52.1M Add +62.8%
ORCL Oracle Corp. 0.92% 358,744 $50.1M Add +14816.6%
XLK SS Technology Select Sector 0.80% 211,255 $43.6M Reduce -3.8%
RSPN Invesco S&P 500 Equal Weight 0.80% 884,431 $43.3M Reduce -1.3%
MA Mastercard Inc. Class A 0.77% 76,541 $41.9M Reduce -0.9%
JAAA Janus Henderson Aaa Clo ETF 0.74% 790,000 $40.0M No change
PWR Quanta Services Inc. 0.70% 150,000 $38.1M Add +63.0%
BRK.B Berkshire Hathaway Inc. Class B 0.69% 70,803 $37.7M Add +1.3%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.67% 1,181,001 $36.5M No change
CRM Salesforce Inc. 0.63% 133,397 $34.4M Add +2.7%
KCE SS SPDR S&P Cap MKTS ETF 0.61% 262,287 $33.1M Reduce -0.5%
PPA Invesco Aerospace & Defense 0.58% 269,846 $31.5M Reduce -5.9%
NKE Nike Inc. Class B 0.55% 470,038 $29.8M Reduce -21.0%
LNG Cheniere Energy Inc. 0.54% 127,700 $29.5M Add +33.7%
CLBT Cellebrite Di Ltd. 0.53% 1,488,281 $28.9M Add +8.6%
HDB HDFC Bank Ltd.-ADR 0.53% 435,000 $28.9M No change
AAPL Apple Inc. 0.48% 117,678 $26.1M Reduce -35.1%
WIX Wix.com Ltd. 0.48% 159,800 $26.1M Reduce -36.8%
SIL Global X Silver Miners ETF 0.47% 650,000 $25.6M Add +54.8%
CARR Carrier Global Corp. 0.47% 403,840 $25.6M Reduce -9.2%
VRT Vertiv Holdings Co. Class A 0.47% 351,500 $25.4M Add +87.5%
XOM Exxon Mobil Corp. 0.46% 212,023 $25.2M Reduce -1.8%
TATT Tat Technologies Ltd. 0.45% 899,332 $24.4M Reduce -3.9%
XLRE SS Real Estate Select Sector 0.44% 567,895 $23.8M Reduce -65.7%
INMD Inmode Ltd. 0.43% 1,325,456 $23.5M Reduce -0.7%
BA The Boeing Co. 0.43% 137,380 $23.4M No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.42% 53,923 $22.6M Add +0.0%
GRID First TRST Nasd Class Edg Sgiif 0.41% 197,002 $22.3M Add +6.4%
KRNT Kornit Digital Ltd. 0.40% 1,134,790 $21.7M Reduce -0.6%
COST Costco Wholesale Corp. 0.40% 22,880 $21.6M Reduce -68.3%
XHB SS SPDR S&P Homebldrs ETF 0.37% 205,359 $19.9M Reduce -3.3%
BX Blackstone Inc. 0.33% 126,591 $17.7M Add +1292.5%
CRH CRH PLC 0.32% 200,000 $17.6M New
GOOGL Alphabet Inc. Class A 0.30% 105,861 $16.4M Reduce -65.5%
EWT iShares MSCI Taiwan ETF 0.29% 326,670 $15.5M Reduce -67.1%
AMAT Applied Materials Inc. 0.28% 105,759 $15.3M Reduce -0.0%
FCX Freeport-McMoran Inc. 0.28% 400,000 $15.1M New
CYBR Cyberark Software Ltd./Israel 0.24% 38,256 $12.9M Reduce -3.4%
CQQQ Invesco China Technology ETF 0.23% 285,420 $12.6M Add +4345.8%
FROG Jfrog Ltd. 0.23% 385,317 $12.3M Reduce -28.7%
SEDG Solaredge Technologies Inc. 0.23% 760,602 $12.3M Add +29.9%
GRNY Fundstr Gran SH US LRG Cap 0.22% 667,000 $12.1M No change
XLP SS Consumer Staples Sel Sect 0.20% 136,027 $11.1M Add +126.1%
SPHQ Invesco S&P 500 Quality ETF 0.19% 157,180 $10.4M Add +35.5%
JPM JPMorgan Chase & Co. 0.19% 41,880 $10.3M Reduce -79.0%
SPGM State Street SPDR Portfolio 0.19% 163,800 $10.2M No change
QUAL iShares MSCI USA Quality Fac 0.17% 54,204 $9.3M Add +0.8%
PERI Perion Network Ltd. 0.17% 858,200 $9.1M Reduce -0.1%
NFLX Netflix Inc. 0.16% 9,112 $8.5M Reduce -30.7%
TAN Invesco Solar ETF 0.14% 246,098 $7.5M Reduce -0.3%
XLB SS Materials Select Sector 0.14% 87,128 $7.5M Reduce -0.1%
GILT Gilat Satellite Networks Ltd. 0.13% 1,119,353 $7.1M No change
FLEX Flex Ltd. 0.11% 188,075 $6.2M Add +8.6%
AXP American Express Co. 0.11% 23,121 $6.2M Reduce -14.8%
VCSH Vanguard S/T Corp. Bond ETF 0.10% 71,640 $5.7M Reduce -3.0%
GS Goldman Sachs Group Inc. 0.10% 10,259 $5.6M Reduce -0.2%
XLE SS Energy Select Sector 0.10% 57,459 $5.4M Reduce -43.9%
BKNG Booking Holdings Inc. 0.09% 1,011 $4.7M Reduce -6.2%
BIIB Biogen Inc. 0.08% 33,400 $4.6M Reduce -67.5%
PSI Invesco Semiconductors ETF 0.08% 91,446 $4.3M No change
CHKP Check Point Software Tech 0.08% 18,947 $4.3M Reduce -90.3%
AMD Advanced Micro Devices 0.08% 41,054 $4.2M Add +957.8%
MELI MercadoLibre Inc. 0.08% 2,105 $4.1M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 94,802 $3.9M Reduce -0.3%
ABNB Airbnb Inc. Class A 0.07% 30,684 $3.7M New
VRSN Verisign Inc. 0.07% 14,234 $3.6M Reduce -1.5%
VGT Vanguard Info Tech ETF 0.07% 6,562 $3.6M No change
INDA iShares MSCI India ETF 0.07% 68,525 $3.5M No change
SNY Sanofi-ADR 0.06% 59,371 $3.3M New
IBDZ ISHARESIBONDSDEC2034TMCORP 0.05% 104,268 $2.7M Add +98.9%
EMXC iShares MSCI Emr MRK Ex Chna 0.05% 45,083 $2.5M No change
BABA Alibaba Group Holding-SP ADR 0.05% 18,706 $2.5M Add +374.1%
AZN Astrazeneca PLC-Spons ADR 0.05% 33,270 $2.4M Reduce -86.0%
SPGI S&P Global Inc. 0.04% 4,775 $2.4M Reduce -0.7%
FGM First Trust Germany 0.04% 52,000 $2.4M No change
IBDU iShares Ibonds Dec 2029 Term 0.04% 96,426 $2.2M Add +0.2%
XAR SS SPDR S&P Aerospace Def 0.04% 13,724 $2.2M Reduce -23.0%
VLN Valens Semiconductor Ltd. 0.04% 1,074,243 $2.2M No change
MSCI MSCI Inc. 0.04% 3,808 $2.2M Add +4.2%
HALO Halozyme Therapeutics Inc. 0.04% 33,423 $2.1M Reduce -14.6%
EWJ iShares MSCI Japan ETF 0.04% 30,368 $2.1M Reduce -12.9%
SPEM State Street SP PTF Em ETF 0.04% 52,372 $2.1M Reduce -4.2%
TSLA Tesla Inc. 0.04% 7,775 $2.0M Reduce -30.7%
GLBE Global-E Online Ltd. 0.04% 54,244 $1.9M Add +552.0%
BIL SS SPDR BB 1-3M T-Bill ETF 0.03% 20,068 $1.8M Reduce -33.6%
XHE SS SPDR S&P HC Equip ETF 0.03% 20,963 $1.7M No change
BRK.A Berkshire Hathaway Inc. Class A 0.03% 2 $1.6M No change
KBWB Invesco KBW Bank ETF 0.03% 25,180 $1.6M No change
IBDT iShares Ibonds Dec 2028 ETF 0.03% 57,775 $1.5M Reduce -5.5%
XBI SS SPDR S&P Biotech ETF 0.03% 17,414 $1.4M No change
IBDV iShares Ibonds Dec 2030 Corp. 0.03% 64,068 $1.4M Reduce -6.6%
MRNA Moderna Inc. 0.02% 43,210 $1.2M Add +0.8%
FDN First Trust DJ Internet Ind 0.02% 5,443 $1.2M Add +9.0%
IBDY iShares Ibonds Dec 2033 Corp. 0.02% 47,116 $1.2M Add +142.8%
S Sentinelone Inc. Class A 0.02% 63,280 $1.2M Add +108.9%
CLIP Global X 1-3 Month T-Bill 0.02% 11,420 $1.1M Reduce -79.8%
SKYY First Trust Cloud Computing 0.02% 10,665 $1.1M Reduce -22.7%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.02% 43,514 $1.1M Reduce -12.1%
RSPM Invesco S&P 500 Equal Weight 0.02% 32,715 $1.0M No change
CIBR First Trust Nasdaq Cybersecu 0.02% 16,386 $1.0M No change
TFC Truist Financial Corp. 0.02% 24,750 $1.0M Add +20.4%
BTC Grayscale Bitcoin Mini ETF 0.02% 27,874 $1.0M New
IBIT iShares Bitcoin Trust ETF 0.02% 21,652 $1.0M New
BITB Bitwise Bitcoin ETF 0.02% 22,543 $1.0M New
HODL Vaneck Bitcoin ETF 0.02% 43,397 $1.0M New
EZBC Franklin Bitcoin ETF 0.02% 21,175 $1.0M New
FBTC Fidelity Wise Origin Bitcoin 0.02% 14,050 $1.0M New
ARKB ARK 21SHARES Bitcoin ETF 0.02% 12,294 $1.0M New
BTCO Invsco GLXY BTCN ETF 0.02% 12,288 $1.0M New
BRRR Coinshares Bitcoin ETF 0.02% 43,361 $1.0M New
BTCW Wisdomtree Bitcoin Fund 0.02% 11,566 $1.0M New
USMV iShares MSCI USA Min Vol Fac 0.02% 9,652 $904K No change
CME Cme Group Inc. 0.02% 3,349 $884K New
GDX Vaneck Gold Miners ETF 0.02% 18,200 $837K No change
FCNCA First Citizens Bcshs Class A 0.02% 442 $820K Add +28.1%
IBDX iShares Ibonds Dec 2032 TC 0.01% 32,645 $815K New
ASML ASML Holding NV-NY Reg SHS 0.01% 1,564 $765K Add +8.5%
SGOV iShares 0-3 Month Treasury B 0.01% 7,564 $761K Reduce -48.3%
RSSL Global X Russell 2000 ETF 0.01% 9,477 $744K New
MTB M & T Bank Corp. filed as M & T BK CORP 0.01% 3,742 $669K Add +21.3%
QLTA iShares Aaa - A Rated Corpor 0.01% 13,984 $663K Reduce -22.9%
ISRG Intuitive Surgical Inc. 0.01% 1,291 $639K Add +222.8%
SLQD iShares 0-5 YR Inv GRD Corp. 0.01% 12,502 $627K Reduce -9.0%
PLTR Palantir Technologies Inc. Class A 0.01% 7,222 $614K Reduce -62.2%
MOAT Vaneck Morningstar Wide Moat 0.01% 7,024 $614K Reduce -35.0%
FTCS First Trust Capital Strength 0.01% 6,656 $597K No change
FTA First Trust L C Val Alp 0.01% 7,550 $579K No change
PRGO Perrigo Co. PLC 0.01% 20,414 $572K No change
SPOT Spotify Technology SA 0.01% 1,018 $560K Reduce -9.6%
CRWD CrowdStrike Holdings Inc. Class A 0.01% 1,567 $554K Reduce -5.0%
FDX FedEx Corp. 0.01% 2,209 $538K Reduce -18.9%
IBDQ iShares Ibonds Dec 2025 Term 0.01% 20,875 $523K Reduce -43.1%
MO Altria Group Inc. 0.01% 8,958 $521K Reduce -5.7%
VCIT Vanguard Int-Term Corporate 0.01% 6,323 $517K Add +5.0%
VGIT Vanguard Intermediate-Term T 0.01% 8,610 $511K Add +6.1%
KMDA Kamada Ltd. 0.01% 76,835 $507K No change
QCLN First Trust Nasdaq Clean Edg 0.01% 17,528 $502K Reduce -37.3%
MDWD Mediwound Ltd. 0.01% 31,502 $496K No change
HLT Hilton Worldwide Holdings Inc. 0.01% 2,147 $489K No change
XME SS SPDR S&P Metals Mining 0.01% 8,614 $482K No change
FLOT iShares Floating Rate Bond E 0.01% 9,223 $471K Add +75.7%
ORLY O'reilly Automotive Inc. 0.01% 322 $461K No change
RF Regions Financial Corp. 0.01% 21,125 $459K Add +21.8%
EFIV SS SPDR S&P 500 ESG ETF 0.01% 8,500 $453K New
VTRS Viatris Inc. 0.01% 51,615 $450K No change
GOVT iShares US Treasury Bond ETF 0.01% 18,659 $429K New
FINX Global X Fintech ETF 0.01% 15,258 $421K No change
KEN Kenon Holdings Ltd. 0.01% 13,234 $417K Reduce -30.2%
RRC Range Resources Corp. 0.01% 10,249 $409K No change
VRIG Invesco Variable Rate Invest 0.01% 16,085 $402K Reduce -65.4%
URGN Urogen Pharma Ltd. 0.01% 36,138 $400K No change
DGRW Wisdomtree U.S. Quality Divi 0.01% 4,884 $389K Add +3.5%
JD Jd.com Inc.-ADR 0.01% 9,116 $375K No change
DRS Leonardo DRS Inc. 0.01% 10,876 $358K Reduce -15.9%
KBE SS SPDR S&P Bank ETF 0.01% 6,748 $357K No change
CCJ Cameco Corp. 0.01% 8,657 $356K No change
EWBC East West Bancorp Inc. 0.01% 3,837 $344K Add +22.3%
GM General Motors Co. 0.01% 7,185 $338K No change
ICE Intercontinental Exchange Inc. 0.01% 1,952 $337K Reduce -19.0%
ABT Abbott Laboratories 0.01% 2,500 $332K No change
SPLV Invesco S&P 500 Low Volatili 0.01% 4,277 $317K New
BSCS Invesco Bulletshares 2028 CB 0.01% 15,428 $314K Add +30.7%
COIN Coinbase Global Inc. Class A 0.01% 1,800 $310K Add +50.0%
VRNT Verint Systems Inc. 0.01% 15,889 $284K Add +12.0%
SPNS Sapiens International Corp. 0.01% 10,434 $283K No change
PICK iShares MSCI Global Metals & 0.01% 7,692 $276K No change
DFJ Wisdomtree JPN S/C DVD Fund 0.00% 3,170 $251K No change
SPSB SS SPDR P St C Corp. ETF 0.00% 8,212 $247K Reduce -11.9%
SPIB SS SPDR P Int C Corp. ETF 0.00% 7,104 $236K New
IDHQ Invesco S&P International DE 0.00% 7,639 $228K New
LMND Lemonade Inc. 0.00% 7,207 $227K New
NOBL Proshares S&P 500 Dividend A 0.00% 2,191 $224K Reduce -42.6%
TBLA Taboola.com Ltd. 0.00% 75,500 $223K No change
ODYS Odysight.ai Inc. 0.00% 31,296 $220K New
BIDU Baidu Inc. - Spon ADR 0.00% 2,281 $211K New
ALLT Allot Ltd. 0.00% 36,780 $210K New
FEM First Trust Emerging Markets 0.00% 8,893 $203K New
CSTE Caesarstone Ltd. 0.00% 73,638 $179K No change
PAYO Payoneer Global Inc. 0.00% 22,739 $166K Add +31.1%
SMWB Similarweb Ltd. 0.00% 19,075 $158K Add +48.5%
XRN Global Medical REIT Inc. 0.00% 17,609 $154K No change
SSYS Stratasys Ltd. 0.00% 11,500 $113K No change
INVZ Innoviz Technologies Ltd. 0.00% 138,352 $91K Add +2.6%
NRSN Neurosense Therapeutics Ltd. 0.00% 40,000 $37K No change

Portfolio Sells Q4 2024 → Q1 2025

SMH Vaneck Semiconductor ETF Reduce -39.6% 1.47% −1.08
XLC SS Comm Select Sector SPDR Reduce -48.0% 1.28% −0.98
RSPT Invesco S&P 500 Equal Weight Sold out 0.00% −0.82
QQQ Invesco QQQ Trust Series 1 Reduce -17.3% 3.96% −0.82
COST Costco Wholesale Corp. Reduce -68.3% 0.40% −0.72
XLRE SS Real Estate Select Sector Reduce -65.7% 0.44% −0.70
GOOGL Alphabet Inc. Class A Reduce -65.5% 0.30% −0.68
MRK Merck & Co. Inc. Sold out 0.00% −0.67
JPM JPMorgan Chase & Co. Reduce -79.0% 0.19% −0.62
EWT iShares MSCI Taiwan ETF Reduce -67.1% 0.29% −0.58
CHKP Check Point Software Tech Reduce -90.3% 0.08% −0.54
NTR Nutrien Ltd. Sold out 0.00% −0.48
AIRR First Trust Rba American Ind Sold out 0.00% −0.45
WIX Wix.com Ltd. Reduce -36.8% 0.48% −0.43
LONZ PIMCO Senior Loan Active ETF Sold out 0.00% −0.42
AAPL Apple Inc. Reduce -35.1% 0.48% −0.29
AZN Astrazeneca PLC-Spons ADR Reduce -86.0% 0.05% −0.22
NKE Nike Inc. Class B Reduce -21.0% 0.55% −0.21
CEG Constellation Energy Sold out 0.00% −0.20
KRNT Kornit Digital Ltd. Reduce -0.6% 0.40% −0.20
BIIB Biogen Inc. Reduce -67.5% 0.08% −0.18
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.1% 6.26% −0.13
XLI SS Industrial Select Sector Reduce -13.6% 1.72% −0.11
CLIP Global X 1-3 Month T-Bill Reduce -79.8% 0.02% −0.07
NVMI Nova Ltd. Reduce -4.8% 2.30% −0.07
ADBE Adobe Inc. Reduce -0.7% 1.04% −0.07
XLK SS Technology Select Sector Reduce -3.8% 0.80% −0.06
QQQM Invesco Nasdaq 100 ETF Reduce -1.1% 6.30% −0.05
XLE SS Energy Select Sector Reduce -43.9% 0.10% −0.05
ENLT Enlight Renewable Energy Ltd. Reduce -4.3% 1.67% −0.05
V Visa Inc. Class A Reduce -20.1% 1.37% −0.05
NFLX Netflix Inc. Reduce -30.7% 0.16% −0.04
FROG Jfrog Ltd. Reduce -28.7% 0.23% −0.04
CARR Carrier Global Corp. Reduce -9.2% 0.47% −0.04
TSLA Tesla Inc. Reduce -30.7% 0.04% −0.04
AAL American Airlines Group Inc. Sold out 0.00% −0.02
SDVY First Trust Smid Cap Rising Sold out 0.00% −0.02
AXP American Express Co. Reduce -14.8% 0.11% −0.02
NET Cloudflare Inc. Class A Sold out 0.00% −0.02
WCLD Wisdomtree Cloud Computing Sold out 0.00% −0.02
ANET Arista Networks Inc. Sold out 0.00% −0.02
IBDR iShares Ibonds Dec 2026 Term Sold out 0.00% −0.01
PLTR Palantir Technologies Inc. Class A Reduce -62.2% 0.01% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -33.6% 0.03% −0.01
IDEV iShares Core MSCI Dev MKTS Sold out 0.00% −0.01
VRIG Invesco Variable Rate Invest Reduce -65.4% 0.01% −0.01
GRMN Garmin Ltd. Sold out 0.00% −0.01
SGOV iShares 0-3 Month Treasury B Reduce -48.3% 0.01% −0.01
ABBV Abbvie Inc. Sold out 0.00% −0.01
XAR SS SPDR S&P Aerospace Def Reduce -23.0% 0.04% −0.01

Portfolio Buys Q4 2024 → Q1 2025

XLV SS Health Care Select Sector Add +24.8% 5.28% +1.63
ICL Icl Group Ltd. Add +41.5% 3.01% +1.30
ORCL Oracle Corp. Add +14816.6% 0.92% +0.92
MCHI iShares MSCI China ETF Add +18.8% 2.60% +0.87
SLV iShares Silver Trust Add +64.0% 1.61% +0.85
ETN Eaton Corp. PLC Add +162.9% 0.97% +0.56
UBER Uber Technologies Inc. Add +62.8% 0.96% +0.51
NEE Nextera Energy Inc. Add +35.1% 1.44% +0.43
PAVE Global X US Infrastructure Add +24.0% 1.86% +0.39
RSP Invesco S&P 500 Equal Weight Add +9.6% 2.34% +0.36
CRH CRH PLC New 0.32% +0.32
BX Blackstone Inc. Add +1292.5% 0.33% +0.30
FCX Freeport-McMoran Inc. New 0.28% +0.28
SIL Global X Silver Miners ETF Add +54.8% 0.47% +0.24
CQQQ Invesco China Technology ETF Add +4345.8% 0.23% +0.23
PWR Quanta Services Inc. Add +63.0% 0.70% +0.21
LNG Cheniere Energy Inc. Add +33.7% 0.54% +0.20
BRK.B Berkshire Hathaway Inc. Class B Add +1.3% 0.69% +0.16
META Meta Platforms Inc. Class A Add +0.1% 2.07% +0.15
GOOG Alphabet Inc. Class C Add +27.8% 1.16% +0.15
NVDA Nvidia Corp. Add +21.3% 2.19% +0.14
XLP SS Consumer Staples Sel Sect Add +126.1% 0.20% +0.13
VRT Vertiv Holdings Co. Class A Add +87.5% 0.47% +0.11
SEDG Solaredge Technologies Inc. Add +29.9% 0.23% +0.09
MELI MercadoLibre Inc. New 0.08% +0.08
AMD Advanced Micro Devices Add +957.8% 0.08% +0.07
ABNB Airbnb Inc. Class A New 0.07% +0.07
KKR KKR & Co. Inc. Add +24.8% 1.06% +0.07
SPHQ Invesco S&P 500 Quality ETF Add +35.5% 0.19% +0.06
SNY Sanofi-ADR New 0.06% +0.06
XLY SS Consumer Disc Select Sect Add +6.1% 2.40% +0.05
BABA Alibaba Group Holding-SP ADR Add +374.1% 0.05% +0.04
GRID First TRST Nasd Class Edg Sgiif Add +6.4% 0.41% +0.04
DIA SS SPDR Dow Jones Indus Avg Add +0.0% 0.42% +0.03
GLBE Global-E Online Ltd. Add +552.0% 0.04% +0.03
IBDZ ISHARESIBONDSDEC2034TMCORP Add +98.9% 0.05% +0.03
CLBT Cellebrite Di Ltd. Add +8.6% 0.53% +0.02
BTC Grayscale Bitcoin Mini ETF New 0.02% +0.02
IBIT iShares Bitcoin Trust ETF New 0.02% +0.02
ARKB ARK 21SHARES Bitcoin ETF New 0.02% +0.02
BITB Bitwise Bitcoin ETF New 0.02% +0.02
FBTC Fidelity Wise Origin Bitcoin New 0.02% +0.02
EZBC Franklin Bitcoin ETF New 0.02% +0.02
BTCO Invsco GLXY BTCN ETF New 0.02% +0.02
BRRR Coinshares Bitcoin ETF New 0.02% +0.02
HODL Vaneck Bitcoin ETF New 0.02% +0.02
BTCW Wisdomtree Bitcoin Fund New 0.02% +0.02
CME Cme Group Inc. New 0.02% +0.02
IBDX iShares Ibonds Dec 2032 TC New 0.01% +0.01
IBDY iShares Ibonds Dec 2033 Corp. Add +142.8% 0.02% +0.01

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