Phoenix Financial Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Phoenix Financial Ltd. reported 353 stock positions worth $6.8 billion. Its top holding was SS Financial Select Sector (XLF) at 8.1% of the portfolio, followed by Teva Pharmaceutical-SP ADR (TEVA, 6.0%) and Nice Ltd. - Spon ADR (NICE, 4.9%). Compared with Q2 2024, it opened 56 new positions, sold out of 41, added to 159 and reduced 109. The biggest buy was McDonald's (MCD, shares +1988%) and the biggest sale an exit from GE Vernova (GEV).
- Most Recent 13F
- Q2 2026
- Location
- Givatayim, L3
- CIK
- 0001679543
- Portfolio Value
- $6.8B (Q3 2024)
- SEC Filing
- 0001178913-24-003477 ↗ filed Nov 5, 2024
Holdings Value
Holdings 353 stocks · $6.8B
| XLF SS Financial Select Sector | 8.11% | 12,109,312 | $548.8M | Add +0.2% |
| TEVA Teva Pharmaceutical-SP ADR | 6.01% | 22,561,676 | $406.6M | Reduce -11.3% |
| NICE Nice Ltd. - Spon ADR | 4.89% | 1,810,997 | $331.0M | Add +20.2% |
| MSFT Microsoft Corp. | 3.98% | 626,119 | $269.5M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 3.97% | 1,441,185 | $268.6M | Add +22.7% |
| XLV SS Health Care Select Sector | 3.85% | 1,690,780 | $260.4M | Add +29.6% |
| TSEM Tower Semiconductor Ltd. | 2.52% | 3,854,271 | $170.6M | Add +11.6% |
| NVDA Nvidia Corp. | 2.48% | 1,382,749 | $168.0M | Reduce -32.2% |
| IXN iShares Global Tech ETF | 2.27% | 1,863,000 | $153.8M | Add +181.0% |
| MLPX Global X MLP & Energy Infras | 2.09% | 2,595,750 | $141.3M | Add +329.1% |
| XLP SS Consumer Staples Sel Sect | 2.05% | 1,667,966 | $138.4M | Add +23.4% |
| MCD McDonald's Corp. | 1.93% | 429,058 | $130.7M | Add +1988.0% |
| GOOG Alphabet Inc. Class C | 1.91% | 774,789 | $129.5M | Reduce -28.5% |
| META Meta Platforms Inc. Class A | 1.88% | 221,866 | $127.1M | Add +3.7% |
| IYF iShares US Financials ETF | 1.84% | 1,196,572 | $124.3M | No change |
| AAPL Apple Inc. | 1.83% | 530,941 | $123.8M | Add +60.0% |
| IXJ iShares Global Healthcare Et | 1.74% | 1,200,624 | $117.9M | Reduce -0.0% |
| XLRE SS Real Estate Select Sector | 1.59% | 2,408,404 | $107.6M | Add +1.0% |
| ORCL Oracle Corp. | 1.52% | 604,004 | $103.0M | Reduce -22.6% |
| JCI Johnson Controls Internation | 1.45% | 1,257,697 | $98.0M | Reduce -47.6% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 1.36% | 872,484 | $91.8M | Add +53.1% |
| GOOGL Alphabet Inc. Class A | 1.34% | 546,736 | $90.7M | Add +2.6% |
| XRT SS SPDR S&P Retail ETF | 1.34% | 1,164,130 | $90.4M | New |
| EWZ iShares MSCI Brazil ETF | 1.30% | 2,985,714 | $88.0M | New |
| ICL Icl Group Ltd. | 1.26% | 20,082,092 | $85.3M | Add +5.0% |
| XOP SS SPDR S&P Og Exp & Prod | 1.26% | 646,395 | $85.0M | Reduce -44.1% |
| PANW Palo Alto Networks Inc. | 1.23% | 243,401 | $83.2M | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.21% | 469,580 | $81.8M | Add +2.8% |
| XBI SS SPDR S&P Biotech ETF | 1.01% | 694,689 | $68.6M | Reduce -7.0% |
| ALLY Ally Financial Inc. | 0.96% | 1,819,039 | $64.7M | New |
| MLM Martin Marietta Materials | 0.86% | 108,171 | $58.2M | New |
| NUE Nucor Corp. | 0.85% | 382,798 | $57.7M | New |
| NVMI Nova Ltd. | 0.74% | 240,040 | $50.0M | Add +3.5% |
| TECK Teck Resources Ltd.-CLS B | 0.74% | 948,481 | $50.0M | Reduce -53.4% |
| XTN SS SPDR S&P Transport ETF | 0.74% | 605,000 | $49.9M | New |
| VRNS Varonis Systems Inc. | 0.71% | 849,921 | $48.0M | Add +0.9% |
| ARKO Arko Corp. | 0.63% | 6,069,918 | $42.6M | Add +3.5% |
| CLBT Cellebrite Di Ltd. | 0.56% | 2,266,997 | $38.2M | Reduce -20.2% |
| RSKD Riskified Ltd. Class A | 0.56% | 8,066,562 | $38.2M | No change |
| XLK SS Technology Select Sector | 0.54% | 161,034 | $36.4M | Reduce -50.2% |
| AVGO Broadcom Inc. | 0.53% | 209,631 | $36.2M | Add +43.1% |
| MATW Matthews Intl Corp. Class A | 0.51% | 1,495,173 | $34.7M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 64,848 | $31.7M | Add +390.0% |
| SSYS Stratasys Ltd. | 0.44% | 3,601,006 | $29.9M | Add +1.4% |
| MA Mastercard Inc. Class A | 0.44% | 60,220 | $29.8M | Reduce -5.4% |
| PAYO Payoneer Global Inc. | 0.44% | 3,942,600 | $29.7M | Reduce -12.5% |
| EWY iShares MSCI South Korea ETF | 0.43% | 459,585 | $29.4M | Reduce -71.7% |
| RSPS Invesco S&P 500 Equal Weight | 0.42% | 879,666 | $28.5M | No change |
| PICK iShares MSCI Global Metals & | 0.42% | 654,394 | $28.3M | Reduce -79.3% |
| ADBE Adobe Inc. | 0.41% | 54,169 | $28.1M | Add +7.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.40% | 336,363 | $27.2M | Reduce -65.3% |
| TBLA Taboola.com Ltd. | 0.36% | 7,298,880 | $24.5M | Add +1.5% |
| UNH Unitedhealth Group Inc. | 0.36% | 41,699 | $24.4M | Reduce -3.0% |
| WMT Walmart Inc. | 0.35% | 295,768 | $23.9M | Add +12.3% |
| RDWR Radware Ltd. | 0.34% | 1,021,723 | $22.8M | Add +17.0% |
| SMWB Similarweb Ltd. | 0.33% | 2,559,503 | $22.6M | Reduce -11.8% |
| COST Costco Wholesale Corp. | 0.32% | 24,777 | $22.0M | Add +12.7% |
| JPM JPMorgan Chase & Co. | 0.31% | 98,261 | $20.7M | Add +11.8% |
| WIX Wix.com Ltd. | 0.31% | 123,988 | $20.7M | Add +58.6% |
| ITRN Ituran Location and Control | 0.30% | 745,361 | $20.0M | Reduce -8.5% |
| MRK Merck & Co. Inc. | 0.28% | 163,426 | $18.7M | Add +38.8% |
| WFC Wells Fargo & Co. | 0.27% | 325,650 | $18.4M | Add +51.9% |
| V Visa Inc. Class A | 0.27% | 66,782 | $18.4M | Add +9.5% |
| PERI Perion Network Ltd. | 0.26% | 2,232,871 | $17.6M | Add +2.9% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.25% | 194,261 | $17.2M | Reduce -61.8% |
| CSTE Caesarstone Ltd. | 0.25% | 3,748,541 | $17.1M | No change |
| PGR Progressive Corp. | 0.25% | 67,070 | $17.0M | Add +30.2% |
| GILT Gilat Satellite Networks Ltd. | 0.25% | 3,147,219 | $16.6M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 410,308 | $16.3M | Add +9.7% |
| XLI SS Industrial Select Sector | 0.23% | 116,164 | $15.7M | Add +6.2% |
| AMAT Applied Materials Inc. | 0.23% | 76,331 | $15.4M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.22% | 16,941 | $15.0M | Reduce -3.6% |
| BSX Boston Scientific Corp. | 0.22% | 179,052 | $15.0M | Add +43.7% |
| ENLT Enlight Renewable Energy Ltd. | 0.22% | 882,092 | $14.9M | Add +1.4% |
| CTV Innovid Corp. | 0.21% | 8,026,249 | $14.4M | Add +29.1% |
| IWP iShares Russell Mid-Cap Grow | 0.21% | 118,570 | $13.9M | Add +4.4% |
| SMH Vaneck Semiconductor ETF | 0.20% | 55,946 | $13.7M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 29,683 | $13.7M | Add +20.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 105,113 | $12.4M | Add +43.5% |
| NEE Nextera Energy Inc. | 0.18% | 140,604 | $11.9M | Add +11.3% |
| EWJ iShares MSCI Japan ETF | 0.18% | 166,145 | $11.9M | Add +13.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 20,442 | $11.7M | Reduce -1.7% |
| VTWO Vanguard Russell 2000 ETF | 0.17% | 130,621 | $11.7M | Add +83.7% |
| GS Goldman Sachs Group Inc. | 0.17% | 23,181 | $11.5M | Add +19.2% |
| IGV iShares Expanded Tech-Softwa | 0.17% | 126,490 | $11.3M | Reduce -4.6% |
| TT Trane Technologies PLC | 0.16% | 28,222 | $11.0M | Add +264.5% |
| FCX Freeport-McMoran Inc. | 0.16% | 216,683 | $10.8M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.16% | 91,914 | $10.8M | Add +51.5% |
| MRSH Marsh & McLennan Cos | 0.16% | 48,210 | $10.8M | Add +21.8% |
| TSLA Tesla Inc. | 0.16% | 40,161 | $10.5M | Add +45.3% |
| SYK Stryker Corp. | 0.15% | 28,481 | $10.3M | Add +55.9% |
| GOVT iShares US Treasury Bond ETF | 0.15% | 437,349 | $10.2M | Add +31.0% |
| KMDA Kamada Ltd. | 0.15% | 1,832,952 | $9.8M | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.14% | 173,031 | $9.3M | Reduce -3.0% |
| CVX Chevron Corp. | 0.13% | 60,767 | $9.0M | Add +10.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 92,115 | $8.9M | Add +10.8% |
| NYAX Nayax Ltd. | 0.13% | 350,000 | $8.8M | No change |
| PPH Vaneck Pharmaceutical ETF | 0.13% | 88,281 | $8.5M | Add +7.3% |
| DHR Danaher Corp. | 0.12% | 30,158 | $8.4M | Add +0.8% |
| CRH CRH PLC | 0.12% | 89,283 | $8.3M | Add +89.0% |
Options reported separately and not counted above: AAPL calls ($13K), GOOGL puts ($4K), SHEL calls ($4K), MRK puts ($3K), TBLAW calls ($3K), GLBE calls ($3K), RSKD calls ($2K), WMT calls ($1K).
Other holdings (5): bonds, preferreds, convertibles and warrants · $2.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ARKOW Arko Corp. -CW25 | *W EXP 12/22/202 | 1,094,488 | $2.0M | No change |
| AISPW Airship AI Holdings Inc.-CW28 | *W EXP 12/21/202 | 101,250 | $55K | No change |
| EVGO INC | *W EXP 07/01/202 | 40,000 | $37K | Reduce -79.2% |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | 63,512 | $15K | No change |
| BBAI.WS Bigbear.ai Holdings -CW28 | *W EXP 12/08/202 | 45,000 | $13K | No change |
Total filed on the 13F, all lines: $6.8B.
Portfolio Sells Q2 2024 → Q3 2024
| GEV GE Vernova Inc. | Sold out | 0.00% | −1.94 |
| INDA iShares MSCI India ETF | Reduce -97.1% | 0.06% | −1.86 |
| PICK iShares MSCI Global Metals & | Reduce -79.3% | 0.42% | −1.55 |
| NVDA Nvidia Corp. | Reduce -32.2% | 2.48% | −1.36 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -44.1% | 1.26% | −1.31 |
| EWY iShares MSCI South Korea ETF | Reduce -71.7% | 0.43% | −1.20 |
| GOOG Alphabet Inc. Class C | Reduce -28.5% | 1.91% | −1.12 |
| JCI Johnson Controls Internation | Reduce -47.6% | 1.45% | −1.00 |
| TECK Teck Resources Ltd.-CLS B | Reduce -53.4% | 0.74% | −0.75 |
| 0 | Sold out | 0.00% | −0.71 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −0.64 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -65.3% | 0.40% | −0.61 |
| XLK SS Technology Select Sector | Reduce -50.2% | 0.54% | −0.58 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.46 |
| ON On Semiconductor | Reduce -98.8% | 0.01% | −0.43 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -61.8% | 0.25% | −0.41 |
| BABA Alibaba Group Holding-SP ADR | Reduce -92.9% | 0.04% | −0.35 |
| MSFT Microsoft Corp. | Reduce -0.8% | 3.98% | −0.33 |
| IHI iShares U.S. Medical Devices | Reduce -99.0% | 0.00% | −0.33 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -11.3% | 6.01% | −0.29 |
| ORCL Oracle Corp. | Reduce -22.6% | 1.52% | −0.16 |
| IXG iShares Global Financials Et | Sold out | 0.00% | −0.15 |
| VGT Vanguard Info Tech ETF | Reduce -97.5% | 0.00% | −0.15 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.09 |
| BA The Boeing Co. | Sold out | 0.00% | −0.08 |
| VLTO Veralto Corp. | Reduce -92.1% | 0.01% | −0.08 |
| SRE Sempra | Reduce -48.6% | 0.08% | −0.07 |
| SEDG Solaredge Technologies Inc. | Sold out | 0.00% | −0.06 |
| COP Conocophillips | Reduce -60.3% | 0.03% | −0.06 |
| KRNT Kornit Digital Ltd. | Sold out | 0.00% | −0.06 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -52.9% | 0.04% | −0.05 |
| NOW ServiceNow Inc. | Reduce -41.5% | 0.09% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -67.7% | 0.03% | −0.05 |
| JNJ Johnson & Johnson | Reduce -44.5% | 0.07% | −0.05 |
| XBI SS SPDR S&P Biotech ETF | Reduce -7.0% | 1.01% | −0.04 |
| BWAY Brainsway Ltd.-ADR | Reduce -70.1% | 0.03% | −0.04 |
| XLE SS Energy Select Sector | Reduce -53.9% | 0.03% | −0.04 |
| HPE Hewlett Packard Enterprise | Reduce -79.7% | 0.01% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -0.5% | 1.23% | −0.04 |
| MRVL Marvell Technology Inc. | Reduce -62.1% | 0.02% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -47.8% | 0.03% | −0.03 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.03 |
| MU Micron Technology Inc. | Reduce -15.6% | 0.05% | −0.03 |
| WFG West Fraser Timber Co. Ltd. | Sold out | 0.00% | −0.03 |
| ITA iShares U.S. Aerospace & Def | Reduce -30.6% | 0.09% | −0.03 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -16.5% | 0.04% | −0.02 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -19.5% | 0.10% | −0.02 |
| EQNR Equinor ASA-Spon ADR | Reduce -41.7% | 0.02% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| MCD McDonald's Corp. | Add +1988.0% | 1.93% | +1.85 |
| MLPX Global X MLP & Energy Infras | Add +329.1% | 2.09% | +1.62 |
| IXN iShares Global Tech ETF | Add +181.0% | 2.27% | +1.43 |
| XRT SS SPDR S&P Retail ETF | New | 1.34% | +1.34 |
| EWZ iShares MSCI Brazil ETF | New | 1.30% | +1.30 |
| ALLY Ally Financial Inc. | New | 0.96% | +0.96 |
| XLV SS Health Care Select Sector | Add +29.6% | 3.85% | +0.95 |
| MLM Martin Marietta Materials | New | 0.86% | +0.86 |
| NUE Nucor Corp. | New | 0.85% | +0.85 |
| AAPL Apple Inc. | Add +60.0% | 1.83% | +0.76 |
| XTN SS SPDR S&P Transport ETF | New | 0.74% | +0.74 |
| XLF SS Financial Select Sector | Add +0.2% | 8.11% | +0.53 |
| IFF Intl Flavors & Fragrances | Add +53.1% | 1.36% | +0.53 |
| AMZN Amazon.com Inc. | Add +22.7% | 3.97% | +0.50 |
| XLP SS Consumer Staples Sel Sect | Add +23.4% | 2.05% | +0.47 |
| TSEM Tower Semiconductor Ltd. | Add +11.6% | 2.52% | +0.45 |
| QQQ Invesco QQQ Trust Series 1 | Add +390.0% | 0.47% | +0.37 |
| NICE Nice Ltd. - Spon ADR | Add +20.2% | 4.89% | +0.24 |
| META Meta Platforms Inc. Class A | Add +3.7% | 1.88% | +0.22 |
| XLRE SS Real Estate Select Sector | Add +1.0% | 1.59% | +0.19 |
| AVGO Broadcom Inc. | Add +43.1% | 0.53% | +0.18 |
| TT Trane Technologies PLC | Add +264.5% | 0.16% | +0.12 |
| WIX Wix.com Ltd. | Add +58.6% | 0.31% | +0.12 |
| VRNS Varonis Systems Inc. | Add +0.9% | 0.71% | +0.10 |
| RDWR Radware Ltd. | Add +17.0% | 0.34% | +0.09 |
| CAMT Camtek Ltd. | Add +988.9% | 0.11% | +0.09 |
| PGR Progressive Corp. | Add +30.2% | 0.25% | +0.09 |
| DHI D.R. Horton Inc. | Add +1698.6% | 0.09% | +0.09 |
| SHLD Global X Defense Tech ETF | New | 0.08% | +0.08 |
| VTWO Vanguard Russell 2000 ETF | Add +83.7% | 0.17% | +0.08 |
| HD Home Depot Inc. | Add +181.6% | 0.12% | +0.08 |
| WMT Walmart Inc. | Add +12.3% | 0.35% | +0.08 |
| WFC Wells Fargo & Co. | Add +51.9% | 0.27% | +0.08 |
| BSX Boston Scientific Corp. | Add +43.7% | 0.22% | +0.08 |
| TSLA Tesla Inc. | Add +45.3% | 0.16% | +0.07 |
| ARKO Arko Corp. | Add +3.5% | 0.63% | +0.07 |
| CRH CRH PLC | Add +89.0% | 0.12% | +0.07 |
| ABBV Abbvie Inc. | Add +264.6% | 0.08% | +0.06 |
| TJX TJX Companies Inc. | Add +43.5% | 0.18% | +0.06 |
| CMG Chipotle Mexican Grill Inc. | New | 0.06% | +0.06 |
| SYK Stryker Corp. | Add +55.9% | 0.15% | +0.06 |
| XOM Exxon Mobil Corp. | Add +51.5% | 0.16% | +0.05 |
| MRK Merck & Co. Inc. | Add +38.8% | 0.28% | +0.05 |
| LYV Live Nation Entertainment Inc. | New | 0.05% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +20.0% | 0.20% | +0.05 |
| UNP Union Pacific Corp. | Add +215.2% | 0.07% | +0.05 |
| NOC Northrop Grumman Corp. | New | 0.04% | +0.04 |
| HES Hess Corp. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +12.7% | 0.32% | +0.04 |
| NEE Nextera Energy Inc. | Add +11.3% | 0.18% | +0.04 |
Options Activity Q2 2024 → Q3 2024
| AAPL Apple Inc. | call | New | 54,700 | $13K |
| APPLE INC | call | Sold out | 54,000 | $11Kbefore exit |
| RADWARE LTD | call | Sold out | 599,800 | $11Kbefore exit |
| ICL GROUP LTD | call | Sold out | 1,813,600 | $8Kbefore exit |
| CAMTEK LTD | put | Sold out | 46,500 | $6Kbefore exit |
| MASTERCARD INCORPORATED | call | Sold out | 13,100 | $6Kbefore exit |
| GOOGL Alphabet Inc. Class A | put | New | 24,200 | $4K |
| SHEL Shell PLC-ADR | call | New | 58,900 | $4K |
| DISNEY WALT CO | call | Sold out | 35,900 | $4Kbefore exit |
| MRK Merck & Co. Inc. | put | New | 30,600 | $3K |
| TABOOLA.COM LTD | call | Sold out | 950,000 | $3Kbefore exit |
| TBLAW Taboola.com Ltd. -CW27 | call | New | 950,000 | $3K |
| GLBE Global-E Online Ltd. | call | New | 80,000 | $3K |
| RSKD Riskified Ltd. Class A | call | New | 380,000 | $2K |
| WMT Walmart Inc. | call | New | 14,200 | $1K |
| MGIC INVT CORP WIS | call | Sold out | 63,500 | $612before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| CLBTW Cellebrite Di Ltd. -CW23 | *W EXP 99/99/999 | Sold out | 967,007 | $8.2Mbefore exit |
| EVGO INC | *W EXP 07/01/202 | Reduce -79.2% | 40,000 | $37K |
| LLAPW Terran Orbital Corp. -CW28 | *W EXP 03/25/202 | Sold out | 127,227 | $26Kbefore exit |
| CVIIW Churchill Capital Vii -CW28 | *W EXP 02/29/202 | Sold out | 57,802 | $62before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 518 | $14.6B | TEVA, TSEM, XLI, IXN, TSM |
| Q1 2026 | 480 | $10.5B | TEVA, TSEM, XLI, AMZN, IXN |
| Q4 2025 | 459 | $9.2B | TEVA, XLI, TSEM, AMZN, MSFT |
| Q3 2025Amended | 454 | $8.2B | TEVA, ACWI, MSFT, RSP, NVDA |
| Q2 2025 | 418 | $7.6B | TEVA, MSFT, XLI, AMZN, ACWI |
| Q1 2025 | 363 | $6.5B | TEVA, AMZN, RSP, MSFT, XLF |
| Q4 2024 | 352 | $7.3B | XLF, TEVA, AMZN, MSFT, NICE |
| Q3 2024 | 353 | $6.8B | XLF, TEVA, NICE, MSFT, AMZN |
| Q2 2024 | 338 | $6.6B | XLF, TEVA, NICE, MSFT, NVDA |
| Q1 2024 | 400 | $7.2B | XLF, TEVA, XOP, NICE, XLV |