MEITAV INVESTMENT HOUSE LTD

Q3 2024 13F-HR Holdings

Location
Bene Beraq, L3
Holdings as of
9/30/2024
Date filed
10/28/2024
Form type
13F-HR
Num holdings
227
Total value ($000)
$5,967,710
Net value change ($000)
+351,597 (6.3%)
New positions
21
Sold out positions
15
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/29/2024 Next filing: 2/3/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLU 105,870 551.2%
QQQM 69,902 28.0%
XLV 59,824 25.0%
ETN 51,875 NEW
XLY 51,189 107.7%
SMH 47,515 47.6%
XLRE 42,507 61.7%
VRT 37,309 NEW
RSP 33,509 52.6%
JAAA 30,032 59.6%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -112,822 -65.7%
XLC -63,199 -44.6%
XME -60,353 -99.1%
GS -59,720 -90.9%
MRK -40,358 -99.1%
QQQ -28,061 -8.4%
XMHQ -24,251 -100.0%
FTNT -23,382 -100.0%
GLBE -20,770 -100.0%
JPM -19,930 -32.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type