Fund HoldingsPhoenix Financial Ltd.

Total Portfolio Value
$5.46B
Total Bought
$2.07B
Total Sold
$1.19B
Net Transaction
+$882.35M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR FINL ETF
2,428,79213,759,897+11,331,10581,875456,4168.36%+374,541
AMAZON COM INC(AMZN)01,715,252+1,715,2520217,9903.99%+217,990
NICE LTD(NICE)430,8881,265,707+834,81988,978215,1703.94%+126,192
MICRON TECHNOLOGY INC(MU)01,732,231+1,732,2310117,7622.16%+117,762
TARGET CORP(TGT)01,041,919+1,041,9190115,2052.11%+115,205
TEVA PHARMACEUTICAL INDS LTD(TEVA)33,703,41034,481,692+778,282253,787351,7136.44%+97,926
ADVANCED MICRO DEVICES INC(AMD)0823,567+823,567084,6901.55%+84,690
ORACLE CORP(ORCL)67,880765,857+697,9778,01081,1431.49%+73,133
BANK AMERICA CORP02,330,384+2,330,384064,2211.18%+64,221
KEURIG DR PEPPER INC(KDP)01,971,245+1,971,245062,5241.15%+62,524
MATTHEWS INTL CORP01,638,573+1,638,573063,7921.17%+63,792
ARKO CORP06,115,468+6,115,468043,7260.80%+43,726
KRANESHARES TR01,932,323+1,932,323043,9210.80%+43,921
CONSTELLATION BRANDS INC(STZ)398,648551,447+152,79998,121138,6082.54%+40,487
APPLE INC(AAPL)0210,794+210,794036,1020.66%+36,102
ISHARES INC123,289735,778+612,4897,81443,3720.79%+35,558
VERINT SYS INC(Call)01,230,000+1,230,000028,278+28,278
SPDR S&P 500 ETF TR(Call)
CALL
065,000+65,000027,786+27,786
SIMILARWEB LTD04,208,475+4,208,475027,2710.50%+27,271
STRATASYS LTD(Put)01,054,500+1,054,500014,352+14,352
ALPHABET INC(GOOG)0108,075+108,075014,2520.26%+14,252
SELECT SECTOR SPDR TR
ST STR INDL ETF
0132,169+132,169013,4060.25%+13,406
NOVA LTD(NVMI)(Call)090,000+90,000010,120+10,120
RADWARE LTD(Call)0562,000+562,00009,509+9,509
PAYONEER GLOBAL INC(PAYO)1,502,1682,365,870+863,7027,22514,4790.27%+7,254
FIFTH THIRD BANCORP(FITB)0662,236+662,23606,6950.12%+6,695
INNOVIZ TECHNOLOGIES LTD2,065,7996,255,134+4,189,3355,79512,1140.22%+6,319
ABBOTT LABS063,449+63,44906,1850.11%+6,185
BP PLC(BP)0139,804+139,80405,4630.10%+5,463
BOEING CO(BA)025,269+25,26904,8380.09%+4,838
BERKSHIRE HATHAWAY INC DEL013,641+13,64104,8160.09%+4,816
APPLIED MATLS INC034,083+34,08304,7230.09%+4,723
APPLE INC(Call)025,600+25,60004,383+4,383
AIR PRODS & CHEMS INC013,354+13,35403,8460.07%+3,846
NVIDIA CORPORATION(NVDA)25,64033,157+7,51710,74414,4070.26%+3,663
HUMANA INC(HUM)(Call)07,500+7,50003,649+3,649
ASTRAZENECA PLC(AZN)053,297+53,29703,6290.07%+3,629
TABOOLA.COM LTD(TBLA)5,219,7775,208,477-11,30016,23419,7400.36%+3,507
ARCHER DANIELS MIDLAND CO043,423+43,42303,3080.06%+3,308
MOBILEYE GLOBAL INC(MBLY)079,270+79,27003,2810.06%+3,281
VALERO ENERGY CORP(VLO)026,314+26,31403,7290.07%+3,729
VALENS SEMICONDUCTOR LTD01,506,171+1,506,17104,0060.07%+4,006
INVESCO QQQ TR08,657+8,65703,0970.06%+3,097
WIX COM LTD(Call)
CALL
033,500+33,50003,075+3,075
AMAZON COM INC(Call)022,100+22,10002,809+2,809
CISCO SYS INC(CSCO)094,796+94,79605,1170.09%+5,117
HUMANA INC(HUM)013,714+13,71406,7220.12%+6,722
NIKE INC(NKE)043,943+43,94304,0750.07%+4,075
ARKO CORP01,138,503+1,138,50302,6220.05%+2,622
JPMORGAN CHASE & CO(JPM)156,321173,423+17,10222,71725,1790.46%+2,461
DATADOG INC(DDOG)025,856+25,85602,3530.04%+2,353
ISHARES TR027,517+27,51702,5390.05%+2,539
ALBEMARLE CORP(ALB)013,300+13,30002,2670.04%+2,267
INVESCO QQQ TR(Call)06,200+6,20002,221+2,221
ALPHABET INC(GOOG)124,597130,757+6,16015,06417,2520.32%+2,189
UNITEDHEALTH GROUP INC(UNH)18,64321,965+3,3228,97511,0930.20%+2,117
SPDR SER TR
ST INTER BD ETF
091,396+91,39602,8740.05%+2,874
NOVA LTD(NVMI)213,082239,882+26,80024,93626,9440.49%+2,008
INGERSOLL RAND INC(IR)030,911+30,91101,9700.04%+1,970
CONOCOPHILLIPS(COP)032,164+32,16403,8750.07%+3,875
ALPHABET INC(GOOG)(Call)014,200+14,20001,872+1,872
SPDR SER TR
SP O&G EXPL PRO
017,426+17,42602,5830.05%+2,583
ICL GROUP LTD(ICL)15,565,78015,704,280+138,50085,29987,1591.60%+1,860
KORNIT DIGITAL LTD0178,825+178,82503,3810.06%+3,381
LOCKHEED MARTIN CORP(LMT)(Call)04,200+4,20001,718+1,718
PERION NETWORK LTD713,020767,764+54,74421,86823,5170.43%+1,648
LPL FINL HLDGS INC(LPLA)21,89126,586+4,6954,7646,3220.12%+1,558
MARSH & MCLENNAN COS INC(MRSH)35,43243,032+7,6006,6648,2120.15%+1,548
BRAINSWAY LTD0836,895+836,89503,3810.06%+3,381
CAE INC(CAE)060,500+60,50001,4170.03%+1,417
EXXON MOBIL CORP031,672+31,67203,7510.07%+3,751
BAIDU INC010,120+10,12001,3470.02%+1,347
PFIZER INC(PFE)(Call)039,200+39,20001,300+1,300
UNITEDHEALTH GROUP INC(Call)
CALL
02,500+2,50001,260+1,260
WALMART INC(WMT)36,48343,611+7,1285,7346,9830.13%+1,248
TESLA INC(TSLA)27,69133,964+6,2737,2498,4940.16%+1,245
ROCKWELL AUTOMATION INC(ROK)08,659+8,65902,4820.05%+2,482
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
062,747+62,74701,2140.02%+1,214
ACCENTURE PLC IRELAND
SHS CLASS A
03,912+3,91201,1820.02%+1,182
SALESFORCE INC(CRM)019,273+19,27303,9080.07%+3,908
BUNGE LIMITED030,172+30,17203,2660.06%+3,266
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
83,906104,739+20,8336,3457,4850.14%+1,140
CHUBB LIMITED
COM
021,710+21,71004,5560.08%+4,556
CF INDS HLDGS INC(CF)037,733+37,73303,2490.06%+3,249
MASTERCARD INCORPORATED(MA)(Call)02,700+2,70001,069+1,069
GILAT SATELLITE NETWORKS LTD(GILT)4,239,1284,268,728+29,60026,41027,4480.50%+1,038
JOHNSON & JOHNSON(JNJ)27,87635,925+8,0494,6275,6260.10%+999
VANECK ETF TRUST
MRNGSTR WDE MOAT
046,953+46,95303,5590.07%+3,559
CONOCOPHILLIPS(COP)(Call)08,100+8,1000970+970
WISDOMTREE TR(WT)049,673+49,67304,3980.08%+4,398
NVIDIA CORPORATION(NVDA)(Call)02,200+2,2000957+957
ENPHASE ENERGY INC(ENPH)07,896+7,89609510.02%+951
VALERO ENERGY CORP(VLO)(Call)06,700+6,7000949+949
ELI LILLY & CO(LLY)06,350+6,35003,4170.06%+3,417
TESLA INC(TSLA)(Call)03,700+3,7000926+926
ROCKWELL AUTOMATION INC(ROK)(Call)03,000+3,0000858+858
PROGRESSIVE CORP(PGR)018,684+18,68402,6030.05%+2,603
UNITED AIRLS HLDGS INC(UAL)037,744+37,74401,5970.03%+1,597
MASTERCARD INCORPORATED(MA)30,09731,727+1,63011,77312,6100.23%+838
URSTADT BIDDLE PPTYS INC(Call)017,900+17,9000823+823
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