MEITAV INVESTMENT HOUSE LTD

Q4 2024 13F-HR Holdings

Location
Bene Beraq, L3
Holdings as of
12/31/2024
Date filed
2/3/2025
Form type
13F-HR
Num holdings
221
Total value ($000)
$5,928,504
Net value change ($000)
-39,206 (-0.7%)
New positions
19
Sold out positions
25
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/28/2024 Next filing: 5/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
QQQM 57,537 18.0%
XLC 55,160 70.3%
RSPT 48,732 NEW
XLY 40,625 41.1%
MRK 39,151 10755.8%
CAMT 36,272 121.4%
KCE 36,029 13595.8%
V 31,054 58.5%
ICL 28,862 39.8%
AIRR 26,942 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLV -83,216 -27.8%
XLRE -44,126 -39.6%
JAAA -40,362 -50.2%
MCHI -40,063 -28.2%
TSLA -31,849 -87.6%
XLU -31,398 -25.1%
S -30,225 -97.8%
ETN -27,337 -52.7%
AMZN -23,031 -14.8%
PAVE -22,114 -20.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type