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 $370.61 thousand in total holdings as of December 31, 2024.
Lester Murray Antman Dba Simplyrich owns shares of 200 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 0.99% of the portfolio was purchased this quarter.
About 4.70% of the portfolio was sold this quarter.
This quarter, Lester Murray Antman Dba Simplyrich has purchased 214 new stocks and bought additional shares in 26 stocks.
Lester Murray Antman Dba Simplyrich sold shares of 89 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Apple: $27,575
Alphabet: $24,091
iShares MSCI USA Min Vol Factor ETF: $20,045
iShares MSCI EAFE Min Vol Factor ETF: $16,126
Alphabet: $15,010

Largest New Holdings this Quarter

767204100 - Rio Tinto: $435 Holding
71654V408 - Petroleo Brasileiro S.A.- Petrobras: $366 Holding
91912E105 - Vale: $345 Holding
91913Y100 - Valero Energy: $244 Holding
883556102 - Thermo Fisher Scientific: $232 Holding

Largest Purchases this Quarter

Rio Tinto: 6,590 shares (about $435.00)
Petroleo Brasileiro S.A.- Petrobras: 28,968 shares (about $366.00)
Vale: 31,817 shares (about $345.00)
Trip.com Group: 4,232 shares (about $318.16)
Valero Energy: 1,435 shares (about $244.00)

Largest Sales this Quarter

iShares MSCI Emerging Markets Min Vol Factor ETF: 19,741 shares (about $1.26K)
iShares MSCI EAFE Min Vol Factor ETF: 13,352 shares (about $1.13K)
iShares MSCI USA Min Vol Factor ETF: 8,280 shares (about $787.74)
iShares Global REIT ETF: 24,836 shares (about $634.70)
Novo Nordisk A/S: 7,782 shares (about $431.77)

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	$27,575	$19 ▼	-0.1%	108,295	7.4%	Computer and Technology
GOOG Alphabet	$24,091	$49 ▼	-0.2%	98,920	6.5%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$20,045	$788 ▼	-3.8%	210,695	5.4%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$16,126	$1,133 ▼	-6.6%	190,104	4.4%	ETF
GOOGL Alphabet	$15,010		0.0%	61,747	4.1%	Computer and Technology
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$14,914	$1,260 ▼	-7.8%	233,666	4.0%	ETF
MSFT Microsoft	$13,392	$172 ▼	-1.3%	25,856	3.6%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$9,745		0.0%	34,895	2.6%	Computer and Technology
V Visa	$8,040		0.0%	23,552	2.2%	Business Services
HD Home Depot	$6,916	$0 ▼	0.0%	17,070	1.9%	Retail/Wholesale
UNH UnitedHealth Group	$5,216	$2 ▼	0.0%	15,108	1.4%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$4,948		0.0%	26,084	1.3%	ETF
WMT Walmart	$4,718	$1 ▼	0.0%	45,785	1.3%	Retail/Wholesale
NVO Novo Nordisk A/S	$4,695	$432 ▼	-8.4%	84,621	1.3%	Medical
MCK McKesson	$4,010		0.0%	5,191	1.1%	Medical
RELX RELX	$3,867	$1 ▼	0.0%	80,986	1.0%	Computer and Technology
REET iShares Global REIT ETF	$3,695	$635 ▼	-14.7%	144,586	1.0%	ETF
BRK.B Berkshire Hathaway	$3,658	$1 ▼	0.0%	7,277	1.0%	Finance
CI Cigna Group	$3,604		0.0%	12,504	1.0%	Medical
SCCO Southern Copper	$3,570	$95 ▲	2.7%	29,422	1.0%	Basic Materials
TJX TJX Companies	$3,376		0.0%	23,358	0.9%	Retail/Wholesale
MCD McDonald's	$3,293	$4 ▼	-0.1%	10,839	0.9%	Retail/Wholesale
MA Mastercard	$2,936		0.0%	5,162	0.8%	Business Services
VIPS Vipshop	$2,882	$13 ▲	0.5%	146,753	0.8%	Computer and Technology
MU Micron Technology	$2,660		0.0%	15,900	0.7%	Computer and Technology
RACE Ferrari	$2,580	$8 ▼	-0.3%	5,319	0.7%	Auto/Tires/Trucks
GIB CGI Group	$2,576	$55 ▼	-2.1%	28,912	0.7%	Computer and Technology
AMGN Amgen	$2,539	$8 ▼	-0.3%	8,999	0.7%	Medical
AMZN Amazon.com	$2,476		0.0%	11,280	0.7%	Retail/Wholesale
AVGO Broadcom	$2,469		0.0%	7,486	0.7%	Computer and Technology
CSCO Cisco Systems	$2,405	$1 ▼	0.0%	35,155	0.6%	Computer and Technology
RTX RTX	$2,378		0.0%	14,216	0.6%	Aerospace
NVS Novartis	$2,278	$1 ▼	0.0%	17,770	0.6%	Medical
RBA RB Global	$2,258		0.0%	20,839	0.6%	Business Services
MSI Motorola Solutions	$2,227	$130 ▼	-5.5%	4,870	0.6%	Computer and Technology
CME CME Group	$2,207	$1 ▼	0.0%	8,170	0.6%	Finance
SHEL Shell	$2,099	$1 ▲	0.0%	29,354	0.6%	Energy
ICE Intercontinental Exchange	$2,004		0.0%	11,895	0.5%	Finance
ACN Accenture	$1,994		0.0%	8,088	0.5%	Computer and Technology
SAP SAP	$1,970		0.0%	7,375	0.5%	Computer and Technology
COST Costco Wholesale	$1,967	$1 ▼	0.0%	2,126	0.5%	Retail/Wholesale
CB Chubb	$1,959	$2 ▼	-0.1%	6,942	0.5%	Finance
TTWO Take-Two Interactive Software	$1,953		0.0%	7,560	0.5%	Consumer Discretionary
ELV Elevance Health	$1,948	$43 ▼	-2.1%	6,029	0.5%	Medical
ACWV iShares MSCI Global Min Vol Factor ETF	$1,917	$0 ▲	0.0%	15,986	0.5%	ETF
UL Unilever	$1,916	$47 ▲	2.5%	32,322	0.5%	Consumer Staples
NOC Northrop Grumman	$1,868		0.0%	3,067	0.5%	Aerospace
ASML ASML	$1,842		0.0%	1,903	0.5%	Computer and Technology
AFL Aflac	$1,839	$25 ▼	-1.3%	16,468	0.5%	Finance
ADP Automatic Data Processing	$1,805	$1 ▼	0.0%	6,150	0.5%	Computer and Technology
TM Toyota Motor	$1,766	$1 ▼	0.0%	9,243	0.5%	Auto/Tires/Trucks
PCAR PACCAR	$1,765	$1 ▼	0.0%	17,960	0.5%	Auto/Tires/Trucks
EBAY eBay	$1,748		0.0%	19,220	0.5%	Retail/Wholesale
NKE NIKE	$1,724	$0 ▼	0.0%	24,736	0.5%	Consumer Discretionary
PNC The PNC Financial Services Group	$1,658		0.0%	8,255	0.4%	Finance
CMCSA Comcast	$1,648	$3 ▲	0.2%	52,464	0.4%	Consumer Discretionary
COOP Mr. Cooper Group	$1,618		0.0%	7,677	0.4%	Finance
BN Brookfield	$1,616		0.0%	23,569	0.4%	Finance
IMO Imperial Oil	$1,566		0.0%	17,266	0.4%	Energy
CNI Canadian National Railway	$1,541	$151 ▼	-8.9%	16,343	0.4%	Transportation
LMT Lockheed Martin	$1,534	$60 ▼	-3.8%	3,074	0.4%	Aerospace
BRK.A Berkshire Hathaway	$1,508		0.0%	2	0.4%	Finance
FDX FedEx	$1,438		0.0%	6,100	0.4%	Transportation
IBM International Business Machines	$1,393	$1 ▼	-0.1%	4,939	0.4%	Computer and Technology
JCI Johnson Controls International	$1,385		0.0%	12,603	0.4%	Construction
VNQ Vanguard Real Estate ETF	$1,378	$24 ▼	-1.7%	15,082	0.4%	ETF
AZN AstraZeneca	$1,373	$3 ▲	0.2%	17,901	0.4%	Medical
TGS Transportadora De Gas Sa Ord B	$1,356	$1 ▼	0.0%	64,494	0.4%	Energy
GRMN Garmin	$1,313	$1 ▼	-0.1%	5,336	0.4%	Computer and Technology
PYPL PayPal	$1,231		0.0%	18,370	0.3%	Business Services
DIS Walt Disney	$1,209		0.0%	10,567	0.3%	Consumer Discretionary
IX Orix Corp Ads	$1,208	$17 ▲	1.4%	46,281	0.3%	Finance
FI Fiserv	$1,206	$8 ▼	-0.6%	9,358	0.3%	Business Services
RSG Republic Services	$1,196		0.0%	5,215	0.3%	Business Services
MMC Marsh & McLennan Companies	$1,157	$25 ▼	-2.1%	5,745	0.3%	Finance
ORCL Oracle	$1,156		0.0%	4,113	0.3%	Computer and Technology
ITW Illinois Tool Works	$1,112		0.0%	4,267	0.3%	Industrials
TRI Thomson Reuters	$1,098		0.0%	7,074	0.3%	Business Services
BVN Buenaventura Mining	$1,093	$20 ▲	1.9%	44,927	0.3%	Basic Materials
RWO SPDR Dow Jones Global Real Estate ETF	$1,063		0.0%	23,237	0.3%	ETF
PG Procter & Gamble	$1,053		0.0%	6,854	0.3%	Consumer Staples
SRE Sempra Energy	$1,041	$15 ▲	1.4%	11,572	0.3%	Utilities
MDLZ Mondelez International	$1,021	$33 ▼	-3.1%	16,344	0.3%	Consumer Staples
RZV Invesco S&P SmallCap 600 Pure Value ETF	$1,011		0.0%	8,567	0.3%	ETF
NGG National Grid Transco	$999	$62 ▲	6.6%	13,759	0.3%	Utilities
CAT Caterpillar	$952		0.0%	1,996	0.3%	Industrials
ANGLOGOLD ASHANTI PLC	$951	$1 ▼	-0.1%	13,529	0.3%	COM SHS
UNP Union Pacific	$922		0.0%	3,901	0.2%	Transportation
KOF Coca Cola Femsa	$894		0.0%	10,765	0.2%	Consumer Staples
HSBC HSBC	$874	$1 ▼	-0.1%	12,322	0.2%	Finance
SONY Sony	$855	$19 ▲	2.2%	29,715	0.2%	Consumer Discretionary
KO CocaCola	$833	$0 ▼	0.0%	12,561	0.2%	Consumer Staples
ATAT Atour Lifestyle	$812	$1 ▼	-0.1%	21,612	0.2%	Consumer Discretionary
WIT Wipro	$796	$0 ▼	-0.1%	302,890	0.2%	Computer and Technology
TCOM Trip.com Group	$783	$318 ▲	68.4%	10,415	0.2%	Consumer Discretionary
DHI D.R. Horton	$778		0.0%	4,595	0.2%	Construction
META Meta Platforms	$777		0.0%	1,059	0.2%	Computer and Technology
CVS CVS Health	$776	$1 ▼	-0.1%	10,304	0.2%	Medical
BIDU Baidu	$776	$36 ▲	4.8%	5,895	0.2%	Computer and Technology
LOGI Logitech International	$771	$18 ▲	2.3%	7,034	0.2%	Computer and Technology

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