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 $427.07 thousand in total holdings as of December 31, 2024.
Lester Murray Antman Dba Simplyrich owns shares of 166 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 9.34% of the portfolio was purchased this quarter.
About 7.92% of the portfolio was sold this quarter.
This quarter, Lester Murray Antman Dba Simplyrich has purchased 233 new stocks and bought additional shares in 57 stocks.
Lester Murray Antman Dba Simplyrich sold shares of 32 stocks and completely divested from 73 stocks this quarter.

Largest Holdings

Alphabet: $33,675
Apple: $31,024
Alphabet: $22,057
iShares MSCI USA Min Vol Factor ETF: $21,859
Micron Technology: $18,353

Largest New Holdings this Quarter

N00985106 - Aercap: $486 Holding
48581R205 - KASPI KZ JSC: $430 Holding
03524A108 - Anheuser-Busch InBev SA/NV: $424 Holding
68902V107 - Otis Worldwide: $316 Holding
20825C104 - ConocoPhillips: $250 Holding

Largest Purchases this Quarter

Lockheed Martin: 643,745 shares (about $2.53K)
Berkshire Hathaway: 6,558 shares (about $2.42K)
LAM RESEARCH CORP: 66,896 shares (about $2.17K)
Northrop Grumman: 18,946 shares (about $2.16K)
International Business Machines: 48,825 shares (about $2.02K)

Largest Sales this Quarter

iShares Global REIT ETF: 9,759 shares (about $269.53)
iShares MSCI Emerging Markets Min Vol Factor ETF: 3,494 shares (about $263.01)
Check Point Software Technologies: 1,323 shares (about $173.49)
Invesco S&P SmallCap 600 Pure Value ETF: 805 shares (about $119.93)
Oracle: 750 shares (about $109.72)

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
GOOG Alphabet	$33,675	$10 â–¼	0.0%	95,308	7.9%	Communication Services
AAPL Apple	$31,024	$8 â–¼	0.0%	107,218	7.3%	Technology
GOOGL Alphabet	$22,057		0.0%	61,722	5.2%	Communication Services
USMV iShares MSCI USA Min Vol Factor ETF	$21,859	$836 â–²	4.0%	226,613	5.1%	ETF
MU Micron Technology	$18,353		0.0%	15,900	4.3%	Technology
TSM Taiwan Semiconductor Manufacturing	$16,627		0.0%	34,816	3.9%	Technology
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$16,481	$263 â–¼	-1.6%	218,941	3.9%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$16,330	$11 â–¼	-0.1%	186,185	3.8%	ETF
MSFT Microsoft	$9,623	$6 â–¼	-0.1%	25,800	2.3%	Technology
V Visa	$8,080		0.0%	23,551	1.9%	Finance
UNH UnitedHealth Group	$6,418	$142 â–²	2.3%	15,443	1.5%	Healthcare
HD Home Depot	$5,893	$80 â–¼	-1.3%	16,711	1.4%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$5,550		0.0%	26,084	1.3%	ETF
SCCO Southern Copper	$5,256	$49 â–²	0.9%	30,164	1.2%	Materials
WALMART INC	$5,174	$5 â–¼	-0.1%	45,683	1.2%	COM
NVO Novo Nordisk A/S	$4,663	$601 â–²	14.8%	97,277	1.1%	Healthcare
CSCO Cisco Systems	$4,093	$15 â–¼	-0.4%	34,849	1.0%	Technology
MCK McKesson	$3,924	$2 â–²	0.0%	5,194	0.9%	Healthcare
ASML ASML	$3,640		0.0%	1,830	0.9%	Technology
BRK.B Berkshire Hathaway	$3,632		0.0%	7,259	0.9%	Finance
TJX TJX Companies	$3,560	$22 â–²	0.6%	23,503	0.8%	Consumer Discretionary
CI Cigna Group	$3,412	$24 â–¼	-0.7%	12,379	0.8%	Healthcare
REET iShares Global REIT ETF	$3,268	$270 â–¼	-7.6%	118,328	0.8%	ETF
AMGN Amgen	$3,258		0.0%	8,999	0.8%	Healthcare
MCD McDonald's	$2,909	$11 â–¼	-0.4%	10,764	0.7%	Consumer Discretionary
AVGO Broadcom	$2,822		0.0%	7,471	0.7%	Technology
NVS Novartis	$2,783		0.0%	17,763	0.7%	Healthcare
RTX RTX	$2,755	$58 â–²	2.2%	14,522	0.6%	Industrials
MA Mastercard	$2,651		0.0%	5,162	0.6%	Finance
LMT Lockheed Martin	$2,540	$2,528 â–²	20,593.3%	646,871	0.6%	Industrials
AMZN Amazon.com	$2,537		0.0%	10,646	0.6%	Consumer Discretionary
IX Orix Corp Ads	$2,527	$122 â–²	5.1%	66,449	0.6%	Finance
RBA RB Global	$2,515		0.0%	21,603	0.6%	Industrials
NOC Northrop Grumman	$2,513	$2,163 â–²	617.7%	22,013	0.6%	Industrials
TM Toyota Motor	$2,490	$1,017 â–²	69.1%	15,503	0.6%	Consumer Discretionary
BRK.A Berkshire Hathaway	$2,417	$2,416 â–²	327,900.0%	6,560	0.6%	Finance
ELV Elevance Health	$2,408	$57 â–²	2.4%	6,229	0.6%	Healthcare
RELX Relx	$2,357	$8 â–²	0.4%	74,441	0.6%	Industrials
VNQ Vanguard Real Estate ETF	$2,354	$1,925 â–²	448.8%	82,768	0.6%	ETF
CB Chubb	$2,308	$30 â–¼	-1.3%	6,775	0.5%	Finance
LAM RESEARCH CORP	$2,280	$2,175 â–²	2,064.7%	70,136	0.5%	COM NEW
SHEL Shell	$2,270		0.0%	29,281	0.5%	Energy
IBM International Business Machines	$2,223	$2,020 â–²	993.2%	53,741	0.5%	Technology
PCAR PACCAR	$2,201	$4 â–¼	-0.2%	18,327	0.5%	Industrials
ADP Automatic Data Processing	$2,166	$1,906 â–²	734.4%	42,381	0.5%	Industrials
EBAY eBay	$2,147		0.0%	19,220	0.5%	Consumer Discretionary
BVN Buenaventura Mining	$2,131	$972 â–²	83.8%	82,735	0.5%	Materials
CAT Caterpillar	$2,125		0.0%	1,996	0.5%	Industrials
HSBC HSBC	$2,033	$1,511 â–²	289.8%	48,742	0.5%	Finance
PNC The PNC Financial Services Group	$2,032		0.0%	8,255	0.5%	Finance
MSI Motorola Solutions	$2,012		0.0%	4,845	0.5%	Technology
TGS Transportadora De Gas Sa Ord B	$2,004		0.0%	67,415	0.5%	Energy
ACWV iShares MSCI Global Min Vol Factor ETF	$1,978	$5 â–²	0.2%	16,459	0.5%	ETF
RACE Ferrari	$1,970	$22 â–²	1.1%	5,293	0.5%	Consumer Discretionary
GIB CGI Group	$1,959	$111 â–²	6.0%	30,354	0.5%	Technology
CNI Canadian National Railway	$1,954		0.0%	16,394	0.5%	Industrials
ITW Illinois Tool Works	$1,938	$1,774 â–²	1,079.4%	50,324	0.5%	Industrials
AFL Aflac	$1,930		0.0%	16,468	0.5%	Finance
IMO Imperial Oil	$1,922		0.0%	17,166	0.5%	Energy
FDX FedEx	$1,910		0.0%	6,100	0.4%	Industrials
COST Costco Wholesale	$1,910	$5 â–¼	-0.2%	2,042	0.4%	Consumer Staples
NGG National Grid Transco	$1,909	$1,485 â–²	350.0%	62,150	0.4%	Utilities
VIPS Vipshop	$1,907	$0 â–¼	0.0%	143,872	0.4%	Consumer Discretionary
SAP SAP	$1,889	$1,074 â–²	131.8%	17,093	0.4%	Technology
TTWO Take-Two Interactive Software	$1,889		0.0%	7,560	0.4%	Communication Services
KOF Coca Cola Femsa	$1,853	$1,269 â–²	217.5%	33,619	0.4%	Consumer Staples
UNILEVER PLC	$1,842	$155 â–²	9.2%	30,646	0.4%	SPON ADR NEW
JCI Johnson Controls International	$1,841		0.0%	12,603	0.4%	Industrials
RSG Republic Services	$1,825	$1,580 â–²	645.8%	38,891	0.4%	Industrials
CME CME Group	$1,799	$3 â–¼	-0.2%	8,147	0.4%	Finance
CVS CVS Health	$1,758	$859 â–²	95.5%	20,144	0.4%	Healthcare
UNP Union Pacific	$1,739	$871 â–²	100.2%	7,811	0.4%	Industrials
INTC Intel	$1,735		0.0%	12,431	0.4%	Technology
SRE Sempra Energy	$1,715	$524 â–²	43.9%	16,468	0.4%	Utilities
KO CocaCola	$1,662	$611 â–²	58.1%	19,959	0.4%	Consumer Staples
DIS Walt Disney	$1,645	$812 â–²	97.4%	20,857	0.4%	Communication Services
BN Brookfield	$1,505		0.0%	35,351	0.4%	Finance
ICE Intercontinental Exchange	$1,464		0.0%	11,895	0.3%	Finance
PG Procter & Gamble	$1,391	$580 â–²	71.5%	11,746	0.3%	Consumer Staples
MARSH & MCLENNAN COS INC	$1,356	$29 â–²	2.2%	5,777	0.3%	COM
RKT Rocket Companies	$1,330		0.0%	84,447	0.3%	Finance
NKE NIKE	$1,312	$421 â–²	47.2%	36,182	0.3%	Consumer Discretionary
GRMN Garmin	$1,301	$53 â–²	4.2%	5,479	0.3%	Consumer Discretionary
BTI British American Tobacco	$1,274	$446 â–²	53.9%	19,727	0.3%	Consumer Staples
SLF Sun Life Financial	$1,221	$189 â–²	18.3%	12,427	0.3%	Finance
CMCSA Comcast	$1,207	$78 â–¼	-6.1%	49,170	0.3%	Communication Services
MDLZ Mondelez International	$1,175	$123 â–²	11.7%	14,942	0.3%	Consumer Staples
RWO SPDR Dow Jones Global Real Estate ETF	$1,155		0.0%	23,237	0.3%	ETF
RZV Invesco S&P SmallCap 600 Pure Value ETF	$1,126	$120 â–¼	-9.6%	7,558	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,115	$1,080 â–²	3,110.5%	99,591	0.3%	ETF
EMR Emerson Electric	$1,088	$936 â–²	615.0%	35,806	0.3%	Industrials
ANGLOGOLD ASHANTI PLC	$1,069		0.0%	13,222	0.3%	COM SHS
PEP PepsiCo	$1,056	$186 â–²	21.4%	6,285	0.2%	Consumer Staples
FMX Fomento Economico Mexicano	$1,037	$440 â–²	73.8%	9,398	0.2%	Consumer Staples
ESLT Elbit Systems	$1,025		0.0%	1,351	0.2%	Industrials
ACN Accenture	$1,006		0.0%	8,088	0.2%	Technology
DELL Dell Technologies	$966		0.0%	2,239	0.2%	Technology
AMX America Movil	$945	$115 â–²	13.9%	36,367	0.2%	Communication Services
CAH Cardinal Health	$878		0.0%	3,700	0.2%	Healthcare
ASX ASE Technology	$800		0.0%	17,749	0.2%	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