Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2025)

About Lester Murray Antman Dba Simplyrich

Investment Activity

Lester Murray Antman Dba Simplyrich has $345.59 thousand in total holdings as of December 31, 2024.
Lester Murray Antman Dba Simplyrich owns shares of 214 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 2.52% of the portfolio was purchased this quarter.
About 2.79% of the portfolio was sold this quarter.
This quarter, Lester Murray Antman Dba Simplyrich has purchased 216 new stocks and bought additional shares in 56 stocks.
Lester Murray Antman Dba Simplyrich sold shares of 45 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Apple: $24,113
iShares MSCI USA Min Vol Factor ETF: $19,847
iShares MSCI EAFE Min Vol Factor ETF: $15,855
Alphabet: $15,494
iShares MSCI Emerging Markets Min Vol Factor ETF: $15,021

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $1,596 Holding
88034P109 - Tencent Music Entertainment Group: $382 Holding
482497104 - KE: $233 Holding
067901108 - BARRICK GOLD CORP F: $230 Holding
91912E105 - Vale: $226 Holding

Largest Purchases this Quarter

iShares MSCI USA Min Vol Factor ETF: 23,651 shares (about $2.22K)
Berkshire Hathaway: 2 shares (about $1.60K)
ORIX: 25,238 shares (about $526.46)
Tencent Music Entertainment Group: 26,543 shares (about $382.00)
AT&T: 9,042 shares (about $255.69)

Largest Sales this Quarter

iShares Global REIT ETF: 81,872 shares (about $1.99K)
iQIYI: 131,119 shares (about $295.95)
SCHWAB VALUE ADVANTAGE MONEY INV: 243,218 shares (about $243.01)
Everest Group: 573 shares (about $207.95)
Infosys: 11,308 shares (about $206.20)

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
AAPL Apple	$24,113	$22 ▼	-0.1%	108,554	7.0%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$19,847	$2,215 ▲	12.6%	211,915	5.7%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$15,855	$120 ▲	0.8%	203,486	4.6%	ETF
GOOG Alphabet	$15,494	$7 ▼	0.0%	99,177	4.5%	Computer and Technology
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$15,021	$155 ▼	-1.0%	257,474	4.3%	ETF
MSFT Microsoft	$9,858	$5 ▼	0.0%	26,262	2.9%	Computer and Technology
GOOGL Alphabet	$9,548		0.0%	61,747	2.8%	Computer and Technology
V Visa	$8,254		0.0%	23,552	2.4%	Business Services
UNH UnitedHealth Group	$7,944		0.0%	15,169	2.3%	Medical
HD Home Depot	$6,256	$11 ▼	-0.2%	17,071	1.8%	Retail/Wholesale
NVO Novo Nordisk A/S	$6,013	$37 ▲	0.6%	86,606	1.7%	Medical
TSM Taiwan Semiconductor Manufacturing	$5,792		0.0%	34,895	1.7%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$4,518	$8 ▲	0.2%	26,084	1.3%	ETF
REET iShares Global REIT ETF	$4,282	$1,986 ▼	-31.7%	176,521	1.2%	ETF
CI The Cigna Group	$4,113		0.0%	12,504	1.2%	Medical
RELX Relx	$4,083	$1 ▼	0.0%	81,000	1.2%	Computer and Technology
WMT Walmart	$4,020	$0 ▲	0.0%	45,792	1.2%	Retail/Wholesale
BRK.B Berkshire Hathaway	$3,876		0.0%	7,278	1.1%	Finance
MCK McKesson	$3,493		0.0%	5,191	1.0%	Medical
MCD McDonald's	$3,391	$13 ▼	-0.4%	10,857	1.0%	Retail/Wholesale
GIB CGI	$2,948	$86 ▼	-2.8%	29,537	0.9%	Computer and Technology
TJX TJX Companies	$2,845		0.0%	23,358	0.8%	Retail/Wholesale
AMGN Amgen	$2,833		0.0%	9,095	0.8%	Medical
MA Mastercard	$2,829		0.0%	5,162	0.8%	Business Services
ELV Elevance Health	$2,758	$40 ▲	1.5%	6,341	0.8%	Medical
SCCO Southern Copper	$2,651	$18 ▲	0.7%	28,367	0.8%	Basic Materials
ACN Accenture	$2,523		0.0%	8,088	0.7%	Computer and Technology
VIPS Vipshop	$2,370	$0 ▲	0.0%	151,174	0.7%	Computer and Technology
RACE Ferrari	$2,276	$0 ▲	0.0%	5,320	0.7%	Auto/Tires/Trucks
MSI Motorola Solutions	$2,256	$29 ▼	-1.3%	5,155	0.7%	Computer and Technology
CSCO Cisco Systems	$2,171	$1 ▲	0.1%	35,195	0.6%	Computer and Technology
CME CME Group	$2,167		0.0%	8,172	0.6%	Finance
SHEL Shell	$2,155	$209 ▲	10.7%	29,415	0.6%	Energy
AMZN Amazon.com	$2,146		0.0%	11,280	0.6%	Retail/Wholesale
CB Chubb	$2,098		0.0%	6,949	0.6%	Finance
RBA RB Global	$2,090		0.0%	20,839	0.6%	Business Services
FI Fiserv	$2,079		0.0%	9,418	0.6%	Business Services
ICE Intercontinental Exchange	$2,051		0.0%	11,895	0.6%	Finance
COST Costco Wholesale	$2,011	$3 ▲	0.1%	2,127	0.6%	Retail/Wholesale
NVS Novartis	$1,981	$210 ▲	11.9%	17,776	0.6%	Medical
SAP SAP	$1,979		0.0%	7,375	0.6%	Computer and Technology
PCAR PACCAR	$1,909	$20 ▼	-1.0%	19,607	0.6%	Auto/Tires/Trucks
RTX RTX	$1,883		0.0%	14,216	0.5%	Aerospace
ADP Automatic Data Processing	$1,879		0.0%	6,152	0.5%	Business Services
UL Unilever	$1,877	$192 ▼	-9.3%	31,531	0.5%	Consumer Staples
AFL Aflac	$1,856	$14 ▲	0.8%	16,693	0.5%	Finance
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne	$1,833		0.0%	14,800	0.5%	Consumer Discretionary
ACWV iShares MSCI Global Min Vol Factor ETF	$1,823	$70 ▲	4.0%	15,671	0.5%	ETF
CMCSA Comcast	$1,818	$101 ▼	-5.3%	49,276	0.5%	Consumer Discretionary
CNI Canadian National Railway	$1,815	$18 ▲	1.0%	18,633	0.5%	Transportation
TM Toyota Motor	$1,718	$0 ▲	0.0%	9,734	0.5%	Auto/Tires/Trucks
TGS Transportadora de Gas del Sur	$1,707		0.0%	64,518	0.5%	Energy
BRK.A Berkshire Hathaway	$1,596	$1,596 ▲	New Holding	2	0.5%	Finance
NKE NIKE	$1,576	$28 ▼	-1.7%	24,840	0.5%	Consumer Discretionary
NOC Northrop Grumman	$1,570		0.0%	3,067	0.5%	Aerospace
TTWO Take-Two Interactive Software	$1,566		0.0%	7,560	0.5%	Consumer Discretionary
MMC Marsh & McLennan Companies	$1,523		0.0%	6,242	0.4%	Finance
FDX FedEx	$1,522		0.0%	6,246	0.4%	Transportation
PNC The PNC Financial Services Group	$1,450		0.0%	8,255	0.4%	Finance
LMT Lockheed Martin	$1,407	$190 ▲	15.6%	3,150	0.4%	Aerospace
VNQ Vanguard Real Estate ETF	$1,389		0.0%	15,344	0.4%	ETF
MU Micron Technology	$1,381		0.0%	15,900	0.4%	Computer and Technology
EBAY eBay	$1,301		0.0%	19,220	0.4%	Retail/Wholesale
RSG Republic Services	$1,262		0.0%	5,215	0.4%	Business Services
ASML ASML	$1,260		0.0%	1,903	0.4%	Computer and Technology
AVGO Broadcom	$1,253		0.0%	7,486	0.4%	Computer and Technology
AZN AstraZeneca	$1,251	$8 ▲	0.6%	17,033	0.4%	Medical
IMO Imperial Oil	$1,248		0.0%	17,266	0.4%	Energy
BN Brookfield	$1,235		0.0%	23,569	0.4%	Finance
PYPL PayPal	$1,234		0.0%	18,920	0.4%	Computer and Technology
IBM International Business Machines	$1,228	$0 ▲	0.0%	4,942	0.4%	Computer and Technology
TRI Thomson Reuters	$1,222		0.0%	7,074	0.4%	Business Services
GRMN Garmin	$1,172	$0 ▲	0.0%	5,402	0.3%	Computer and Technology
PG Procter & Gamble	$1,168	$9 ▼	-0.8%	6,854	0.3%	Consumer Staples
MDLZ Mondelez International	$1,128	$106 ▲	10.4%	16,631	0.3%	Consumer Staples
NTTYY Nippon Telegraph and Telephone	$1,058	$164 ▼	-13.4%	43,832	0.3%	Utilities
ITW Illinois Tool Works	$1,058		0.0%	4,267	0.3%	Industrials
DIS Walt Disney	$1,047	$113 ▼	-9.7%	10,610	0.3%	Consumer Discretionary
LINDE PLC F	$1,027	$15 ▲	1.5%	2,206	0.3%	FGO
RWO SPDR Dow Jones Global Real Estate ETF	$1,014		0.0%	23,237	0.3%	ETF
JCI Johnson Controls International	$1,009		0.0%	12,603	0.3%	Construction
WIT Wipro	$996	$130 ▼	-11.6%	325,598	0.3%	Computer and Technology
KOF Coca-Cola FEMSA	$982		0.0%	10,765	0.3%	Consumer Staples
ABBNY ABB	$942		0.0%	18,073	0.3%	Industrials
COOP Mr. Cooper Group	$936		0.0%	7,832	0.3%	Finance
INFY Infosys	$932	$206 ▼	-18.1%	51,112	0.3%	Computer and Technology
UNP Union Pacific	$929	$5 ▼	-0.6%	3,936	0.3%	Transportation
NGG National Grid	$918	$123 ▼	-11.8%	13,997	0.3%	Utilities
KO Coca-Cola	$899	$11 ▼	-1.2%	12,566	0.3%	Consumer Staples
SRE Sempra	$892	$90 ▼	-9.2%	12,511	0.3%	Utilities
LYB LyondellBasell Industries	$862		0.0%	12,254	0.2%	Basic Materials
RZV Invesco S&P SmallCap 600 Pure Value ETF	$852	$1 ▲	0.1%	8,622	0.2%	ETF
CHKP Check Point Software Technologies	$822	$1 ▲	0.1%	3,608	0.2%	Computer and Technology
LOGI Logitech International	$805		0.0%	9,539	0.2%	Computer and Technology
PEP PepsiCo	$791		0.0%	5,281	0.2%	Consumer Staples
PSO Pearson	$768	$0 ▲	0.0%	47,975	0.2%	Consumer Discretionary
SONY Sony Group	$738	$0 ▲	0.0%	29,067	0.2%	Consumer Staples
WM Waste Management	$735	$0 ▲	0.0%	3,178	0.2%	Business Services
HSBC HSBC	$708	$0 ▲	0.0%	12,336	0.2%	Finance
WTW Willis Towers Watson Public	$703		0.0%	2,082	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2025)

About Lester Murray Antman Dba Simplyrich

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2025)

About Lester Murray Antman Dba Simplyrich

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 ofLester Murray Antman Dba Simplyrich

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools