Psagot Value Holdings Ltd. / (Israel) Top Holdings and 13F Report (2024)

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About Psagot Value Holdings Ltd. / (Israel)

Investment Activity

Psagot Value Holdings Ltd. / (Israel) has $11.00 thousand in total holdings as of March 31, 2024.
Psagot Value Holdings Ltd. / (Israel) owns shares of 137 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 4.69% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Psagot Value Holdings Ltd. / (Israel) has purchased 554 new stocks and bought additional shares in 6 stocks.
Psagot Value Holdings Ltd. / (Israel) sold shares of 71 stocks and completely divested from 428 stocks this quarter.

Largest Holdings

Microsoft: $772
SPDR Portfolio Intermediate Term Corporate Bond ETF: $666
Alphabet: $652
Costco Wholesale: $619
Mastercard: $595

Largest New Holdings this Quarter

iShares 5-10 Year Investment Grade Corporate Bond ETF: $58 Holding
iShares U.S. Treasury Bond ETF: $58 Holding
iShares J.P. Morgan EM Corporate Bond ETF: $29 Holding
iShares MSCI Japan ETF: $3 Holding
iShares Russell Mid-Cap Growth ETF: $3 Holding

Largest Purchases this Quarter

iShares Semiconductor ETF: 1,033 shares (about $233.68)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 1,129 shares (about $58.00)
iShares U.S. Treasury Bond ETF: 2,546 shares (about $58.00)
iShares Expanded Tech-Software Sector ETF: 572 shares (about $48.80)
Vanguard Short-Term Corporate Bond ETF: 562 shares (about $43.45)

Largest Sales this Quarter

Invesco QQQ: 27,414 shares (about $12.18K)
Meta Platforms: 24,950 shares (about $12.11K)
Microsoft: 24,913 shares (about $10.48K)
Alphabet: 63,870 shares (about $9.58K)
NVIDIA: 9,580 shares (about $8.71K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$772	$10,481 ▼	-93.1%	1,835	7.0%	Computer and Technology
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$666	$34 ▲	5.4%	20,368	6.1%	ETF
GOOG Alphabet	$652	$481 ▼	-42.5%	4,282	5.9%	Computer and Technology
COST Costco Wholesale	$619	$2,050 ▼	-76.8%	845	5.6%	Retail/Wholesale
MA Mastercard	$595	$5,282 ▼	-89.9%	1,235	5.4%	Business Services
AAPL Apple	$582	$4,314 ▼	-88.1%	3,396	5.3%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$498	$10 ▼	-2.0%	11,933	4.5%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$419	$8 ▼	-1.8%	3,179	3.8%	ETF
ADBE Adobe	$377	$3,384 ▼	-90.0%	748	3.4%	Computer and Technology
META Meta Platforms	$368	$12,113 ▼	-97.1%	758	3.3%	Computer and Technology
SOXX iShares Semiconductor ETF	$359	$234 ▲	186.5%	1,587	3.3%	ETF
ORCL Oracle	$358	$8,345 ▼	-95.9%	2,849	3.3%	Computer and Technology
WFC Wells Fargo & Company	$334	$2,281 ▼	-87.2%	5,757	3.0%	Finance
HON Honeywell International	$316	$606 ▼	-65.7%	1,542	2.9%	Multi-Sector Conglomerates
IHI iShares U.S. Medical Devices ETF	$294		0.0%	5,019	2.7%	ETF
SPY SPDR S&P 500 ETF Trust	$285	$317 ▼	-52.7%	545	2.6%	Finance
BAC Bank of America	$272	$1,003 ▼	-78.7%	7,165	2.5%	Finance
BP BP	$228	$558 ▼	-71.0%	6,049	2.1%	Oils/Energy
NEE NextEra Energy	$221	$1,070 ▼	-82.9%	3,459	2.0%	Utilities
IEI iShares 3-7 Year Treasury Bond ETF	$196		0.0%	1,696	1.8%	ETF
AMZN Amazon.com	$193	$6,519 ▼	-97.1%	1,070	1.8%	Retail/Wholesale
BMY Bristol-Myers Squibb	$184	$1,308 ▼	-87.7%	3,398	1.7%	Medical
UNH UnitedHealth Group	$172	$397 ▼	-69.8%	348	1.6%	Medical
TAK Takeda Pharmaceutical	$167	$451 ▼	-73.0%	11,996	1.5%	Medical
DG Dollar General	$162	$1,046 ▼	-86.6%	1,041	1.5%	Retail/Wholesale
PYPL PayPal	$155	$1,930 ▼	-92.6%	2,309	1.4%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$148		0.0%	1,844	1.3%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$140	$43 ▲	45.0%	1,811	1.3%	ETF
PFE Pfizer	$139	$1,084 ▼	-88.6%	5,022	1.3%	Medical
DIS Walt Disney	$134	$322 ▼	-70.6%	1,098	1.2%	Consumer Discretionary
QQQ Invesco QQQ	$124	$12,184 ▼	-99.0%	279	1.1%	Finance
VGK Vanguard FTSE Europe ETF	$107	$183 ▼	-63.1%	1,584	1.0%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$61	$49 ▲	400.0%	715	0.6%	ETF
XLI Industrial Select Sector SPDR Fund	$59	$103 ▼	-63.7%	467	0.5%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$58	$58 ▲	New Holding	1,129	0.5%	Manufacturing
GOVT iShares U.S. Treasury Bond ETF	$58	$58 ▲	New Holding	2,546	0.5%	ETF
XLF Financial Select Sector SPDR Fund	$49	$652 ▼	-93.0%	1,153	0.4%	ETF
CMCSA Comcast	$48	$3,223 ▼	-98.5%	1,105	0.4%	Consumer Discretionary
GOOGL Alphabet	$30	$9,581 ▼	-99.7%	200	0.3%	Computer and Technology
CEMB iShares J.P. Morgan EM Corporate Bond ETF	$29	$29 ▲	New Holding	654	0.3%	ETF
IXJ iShares Global Healthcare ETF	$27	$1 ▲	2.1%	295	0.2%	ETF
IXC iShares Global Energy ETF	$21		0.0%	488	0.2%	ETF
NVDA NVIDIA	$20	$8,709 ▼	-99.8%	22	0.2%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$20	$5 ▲	29.2%	310	0.2%	ETF
KWEB KraneShares CSI China Internet ETF	$16		0.0%	620	0.1%	Manufacturing
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$15		0.0%	189	0.1%	ETF
BRK.B Berkshire Hathaway	$10		0.0%	23	0.1%	Finance
NVR NVR	$8		0.0%	1	0.1%	Construction
XLV Health Care Select Sector SPDR Fund	$7	$534 ▼	-98.7%	46	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$6	$2,083 ▼	-99.7%	29	0.1%	ETF
RCL Royal Caribbean Cruises	$5		0.0%	34	0.0%	Consumer Discretionary
PCAR PACCAR	$5		0.0%	38	0.0%	Auto/Tires/Trucks
APTV Aptiv	$5		0.0%	59	0.0%	Business Services
GWW W.W. Grainger	$4		0.0%	4	0.0%	Industrial Products
PHM PulteGroup	$4		0.0%	35	0.0%	Construction
PSX Phillips 66	$4		0.0%	27	0.0%	Oils/Energy
URI United Rentals	$4	$670 ▼	-99.4%	6	0.0%	Construction
TSLA Tesla	$4	$65 ▼	-94.2%	21	0.0%	Auto/Tires/Trucks
TT Trane Technologies	$4		0.0%	12	0.0%	Business Services
TDG TransDigm Group	$4	$93 ▼	-95.9%	3	0.0%	Aerospace
UAL United Airlines	$3	$78 ▼	-96.3%	53	0.0%	Transportation
SNPS Synopsys	$3		0.0%	5	0.0%	Computer and Technology
XME SPDR S&P Metals & Mining ETF	$3		0.0%	50	0.0%	ETF
V Visa	$3	$5,417 ▼	-99.9%	10	0.0%	Business Services
VMC Vulcan Materials	$3		0.0%	10	0.0%	Construction
WELL Welltower	$3	$5 ▼	-60.9%	27	0.0%	Finance
NFLX Netflix	$3	$2,100 ▼	-99.9%	5	0.0%	Consumer Discretionary
ROP Roper Technologies	$3		0.0%	5	0.0%	Computer and Technology
PWR Quanta Services	$3		0.0%	13	0.0%	Construction
RL Ralph Lauren	$3		0.0%	18	0.0%	Consumer Discretionary
SBAC SBA Communications	$3	$4 ▼	-55.6%	12	0.0%	Finance
SLB Schlumberger	$3	$577 ▼	-99.5%	50	0.0%	Oils/Energy
XLE Energy Select Sector SPDR Fund	$3		0.0%	30	0.0%	ETF
NXPI NXP Semiconductors	$3		0.0%	12	0.0%	Computer and Technology
MPC Marathon Petroleum	$3		0.0%	15	0.0%	Oils/Energy
HES Hess	$3		0.0%	19	0.0%	Oils/Energy
GRMN Garmin	$3		0.0%	20	0.0%	Computer and Technology
GM General Motors	$3	$65 ▼	-95.6%	70	0.0%	Auto/Tires/Trucks
DE Deere & Company	$3	$2,100 ▼	-99.9%	7	0.0%	Industrial Products
FDX FedEx	$3	$165 ▼	-98.2%	10	0.0%	Transportation
EWJ iShares MSCI Japan ETF	$3	$3 ▲	New Holding	42	0.0%	ETF
PODD Insulet	$3	$1 ▼	-28.6%	15	0.0%	Medical
ISRG Intuitive Surgical	$3	$1,053 ▼	-99.7%	7	0.0%	Medical
HBAN Huntington Bancshares	$3		0.0%	180	0.0%	Finance
HII Huntington Ingalls Industries	$3	$82 ▼	-96.5%	10	0.0%	Aerospace
IWP iShares Russell Mid-Cap Growth ETF	$3	$3 ▲	New Holding	26	0.0%	ETF
KR Kroger	$3		0.0%	50	0.0%	Retail/Wholesale
LYV Live Nation Entertainment	$3		0.0%	25	0.0%	Consumer Discretionary
WRB W. R. Berkley	$3		0.0%	35	0.0%	Finance
AMAT Applied Materials	$3	$3,072 ▼	-99.9%	15	0.0%	Computer and Technology
AME AMETEK	$3		0.0%	15	0.0%	Computer and Technology
ANSS ANSYS	$3	$44 ▼	-93.6%	10	0.0%	Computer and Technology
AXP American Express	$3		0.0%	13	0.0%	Finance
CSGP CoStar Group	$3		0.0%	30	0.0%	Computer and Technology
ETN Eaton	$3		0.0%	11	0.0%	Industrial Products
EBAY eBay	$3		0.0%	50	0.0%	Retail/Wholesale
EMR Emerson Electric	$3	$234 ▼	-98.7%	24	0.0%	Industrial Products
XOM Exxon Mobil	$3	$992 ▼	-99.7%	27	0.0%	Oils/Energy
BRO Brown & Brown	$3		0.0%	35	0.0%	Finance
CAT Caterpillar	$3	$561 ▼	-99.5%	8	0.0%	Industrial Products

Showing largest 100 holdings. View all holdings.

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Psagot Value Holdings Ltd. / (Israel) Top Holdings and 13F Report (2024)

About Psagot Value Holdings Ltd. / (Israel)

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Psagot Value Holdings Ltd. / (Israel) Top Holdings and 13F Report (2024)

About Psagot Value Holdings Ltd. / (Israel)

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPsagot Value Holdings Ltd. / (Israel)

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information