MEITAV INVESTMENT HOUSE LTD

Q4 2024 13F-HR Detailed Holdings

Location
Bene Beraq, L3
Holdings as of
12/31/2024
Date filed
2/3/2025
Form type
13F-HR
Num holdings
224
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 MEITAV MUTUAL FUNDS LTD 028-18633
2 MEITAV PROVIDENT FUNDS & PENSION LTD 028-18635
3 MEITAV PORTFOLIO MANAGEMENT LTD 028-18634