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 $390.93 thousand in total holdings as of December 31, 2024.
Lester Murray Antman Dba Simplyrich owns shares of 233 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
Approximately 5.65% of the portfolio was purchased this quarter.
About 1.83% of the portfolio was sold this quarter.
This quarter, Lester Murray Antman Dba Simplyrich has purchased 199 new stocks and bought additional shares in 30 stocks.
Lester Murray Antman Dba Simplyrich sold shares of 81 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Alphabet: $27,348
Apple: $27,217
iShares MSCI USA Min Vol Factor ETF: $20,212
Alphabet: $17,748
iShares MSCI EAFE Min Vol Factor ETF: $17,023

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $1,784 Holding
502441306 - LVMH-Moet Hennessy Louis Vuitton: $1,616 Holding
904767803 - UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS: $1,599 Holding
000375204 - ABB: $1,454 Holding
654624105 - NTT: $1,087 Holding

Largest Purchases this Quarter

AstraZeneca: 9,047 shares (about $1.78K)
LVMH-Moet Hennessy Louis Vuitton: 14,800 shares (about $1.62K)
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS: 28,072 shares (about $1.60K)
ABB: 18,073 shares (about $1.45K)
NTT: 43,611 shares (about $1.09K)

Largest Sales this Quarter

Wipro: 204,569 shares (about $433.31)
iShares MSCI EAFE Min Vol Factor ETF: 4,543 shares (about $415.09)
AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS: 54,725 shares (about $397.13)
iShares Global REIT ETF: 12,117 shares (about $304.71)
iShares MSCI USA Min Vol Factor ETF: 2,771 shares (about $256.98)

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	$27,348	$137 ▼	-0.5%	95,336	7.0%	Computer and Technology
AAPL Apple	$27,217	$37 ▼	-0.1%	107,245	7.0%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$20,212	$257 ▼	-1.3%	217,943	5.2%	ETF
GOOGL Alphabet	$17,748		0.0%	61,722	4.5%	Computer and Technology
EFAV iShares MSCI EAFE Min Vol Factor ETF	$17,023	$415 ▼	-2.4%	186,312	4.4%	ETF
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$14,398	$257 ▼	-1.8%	222,435	3.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$11,766		0.0%	34,816	3.0%	Computer and Technology
MSFT Microsoft	$9,556	$8 ▼	-0.1%	25,817	2.4%	Computer and Technology
V Visa	$7,118	$0 ▼	0.0%	23,551	1.8%	Business Services
WALMART INC	$5,682	$8 ▼	-0.1%	45,727	1.5%	WMT
HD Home Depot	$5,570	$44 ▼	-0.8%	16,938	1.4%	Retail/Wholesale
MU Micron Technology	$5,371		0.0%	15,900	1.4%	Computer and Technology
SCCO Southern Copper	$5,141	$29 ▲	0.6%	29,881	1.3%	Basic Materials
RSP Invesco S&P 500 Equal Weight ETF	$5,006		0.0%	26,084	1.3%	ETF
MCK McKesson	$4,492	$1 ▼	0.0%	5,192	1.1%	Medical
UNH UnitedHealth Group	$4,086	$27 ▼	-0.7%	15,101	1.0%	Medical
TJX TJX Companies	$3,730		0.0%	23,358	1.0%	Retail/Wholesale
BRK.B Berkshire Hathaway	$3,478	$9 ▼	-0.2%	7,259	0.9%	Finance
MCD McDonald's	$3,357	$6 ▼	-0.2%	10,804	0.9%	Retail/Wholesale
CI Cigna Group	$3,325	$10 ▼	-0.3%	12,467	0.9%	Medical
REET iShares Global REIT ETF	$3,221	$305 ▼	-8.6%	128,087	0.8%	ETF
AMGN Amgen	$3,166		0.0%	8,999	0.8%	Medical
NVO Novo Nordisk A/S	$3,114	$55 ▼	-1.7%	84,741	0.8%	Medical
RTX RTX	$2,742		0.0%	14,216	0.7%	Aerospace
SHEL Shell	$2,723	$7 ▼	-0.3%	29,281	0.7%	Energy
NVS Novartis	$2,713	$1 ▼	0.0%	17,763	0.7%	Medical
CSCO Cisco Systems	$2,713	$14 ▼	-0.5%	34,978	0.7%	Computer and Technology
MA Mastercard	$2,579		0.0%	5,162	0.7%	Business Services
RELX Relx	$2,458	$59 ▼	-2.4%	74,173	0.6%	Computer and Technology
ASML ASML	$2,417		0.0%	1,830	0.6%	Computer and Technology
CME CME Group	$2,410	$4 ▲	0.1%	8,161	0.6%	Finance
TGS Transportadora De Gas Sa Ord B	$2,333	$70 ▲	3.1%	67,415	0.6%	Energy
AVGO Broadcom	$2,312		0.0%	7,471	0.6%	Computer and Technology
VIPS Vipshop	$2,261	$60 ▼	-2.6%	143,879	0.6%	Computer and Technology
IMO Imperial Oil	$2,245		0.0%	17,166	0.6%	Energy
CB Chubb	$2,236	$10 ▼	-0.5%	6,862	0.6%	Finance
AMZN Amazon.com	$2,217		0.0%	10,646	0.6%	Retail/Wholesale
FDX FedEx	$2,172		0.0%	6,100	0.6%	Transportation
PCAR PACCAR	$2,120	$46 ▲	2.2%	18,359	0.5%	Auto/Tires/Trucks
MSI Motorola Solutions	$2,102		0.0%	4,845	0.5%	Computer and Technology
GIB CGI Group	$2,093	$61 ▼	-2.8%	28,633	0.5%	Computer and Technology
NOC Northrop Grumman	$2,092		0.0%	3,067	0.5%	Aerospace
RBA RB Global	$2,070	$1 ▼	0.0%	21,603	0.5%	Business Services
COST Costco Wholesale	$2,039	$31 ▼	-1.5%	2,047	0.5%	Retail/Wholesale
ACWV iShares MSCI Global Min Vol Factor ETF	$1,962	$38 ▲	2.0%	16,421	0.5%	ETF
IX Orix Corp Ads	$1,896	$3 ▼	-0.1%	63,234	0.5%	Finance
TM Toyota Motor	$1,889	$8 ▼	-0.4%	9,168	0.5%	Auto/Tires/Trucks
LMT Lockheed Martin	$1,889	$18 ▼	-1.0%	3,126	0.5%	Aerospace
ICE Intercontinental Exchange	$1,870		0.0%	11,895	0.5%	Finance
AFL Aflac	$1,806	$16 ▼	-0.9%	16,468	0.5%	Finance
AZNCF AstraZeneca	$1,784	$1,784 ▲	New Holding	9,047	0.5%	Medical
ELV Elevance Health	$1,780	$15 ▲	0.9%	6,081	0.5%	Medical
RACE Ferrari	$1,771	$28 ▼	-1.6%	5,235	0.5%	Auto/Tires/Trucks
EBAY eBay	$1,749		0.0%	19,220	0.4%	Retail/Wholesale
PNC The PNC Financial Services Group	$1,717		0.0%	8,255	0.4%	Finance
CNI Canadian National Railway	$1,684	$21 ▲	1.2%	16,394	0.4%	Transportation
JCI Johnson Controls International	$1,650		0.0%	12,603	0.4%	Construction
BVN Buenaventura Mining	$1,622	$26 ▼	-1.6%	45,012	0.4%	Basic Materials
LVMUY LVMH-Moet Hennessy Louis Vuitton	$1,616	$1,616 ▲	New Holding	14,800	0.4%	Consumer Discretionary
ACN Accenture	$1,603		0.0%	8,088	0.4%	Computer and Technology
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS	$1,599	$1,599 ▲	New Holding	28,072	0.4%	UL
CMCSA Comcast	$1,503	$88 ▲	6.2%	52,355	0.4%	Consumer Discretionary
TTWO Take-Two Interactive Software	$1,493		0.0%	7,560	0.4%	Consumer Discretionary
ABBNY ABB	$1,454	$1,454 ▲	New Holding	18,073	0.4%	Industrials
BRK.A Berkshire Hathaway	$1,436		0.0%	2	0.4%	Finance
BN Brookfield	$1,430		0.0%	35,351	0.4%	Finance
CAT Caterpillar	$1,414		0.0%	1,996	0.4%	Industrials
VNQ Vanguard Real Estate ETF	$1,337		0.0%	15,082	0.3%	ETF
NKE NIKE	$1,297		0.0%	24,574	0.3%	Consumer Discretionary
ANGLOGOLD ASHANTI PLC F	$1,287	$30 ▼	-2.3%	13,222	0.3%	AU
SAP SAP	$1,262		0.0%	7,375	0.3%	Computer and Technology
GRMN Garmin	$1,219	$18 ▼	-1.4%	5,256	0.3%	Computer and Technology
RKT Rocket Companies	$1,203		0.0%	84,447	0.3%	Finance
IBM International Business Machines	$1,191	$6 ▼	-0.5%	4,916	0.3%	Computer and Technology
NGG National Grid Transco	$1,168	$4 ▲	0.3%	13,810	0.3%	Utilities
ESLT Elbit Systems	$1,147		0.0%	1,351	0.3%	Aerospace
RSG Republic Services	$1,142		0.0%	5,215	0.3%	Business Services
SRE Sempra Energy	$1,111	$7 ▼	-0.6%	11,441	0.3%	Utilities
ITW Illinois Tool Works	$1,110		0.0%	4,267	0.3%	Industrials
NTTYY NTT	$1,087	$1,087 ▲	New Holding	43,611	0.3%	Utilities
RWO SPDR Dow Jones Global Real Estate ETF	$1,063		0.0%	23,237	0.3%	ETF
RZV Invesco S&P SmallCap 600 Pure Value ETF	$1,040	$20 ▼	-1.9%	8,363	0.3%	ETF
KOF Coca Cola Femsa	$1,033	$17 ▼	-1.6%	10,590	0.3%	Consumer Staples
ADP Automatic Data Processing	$1,031	$188 ▼	-15.4%	5,079	0.3%	Computer and Technology
HSBC HSBC	$1,031	$5 ▲	0.5%	12,504	0.3%	Finance
DIS Walt Disney	$1,018		0.0%	10,567	0.3%	Consumer Discretionary
PG Procter & Gamble	$988	$1 ▼	-0.1%	6,847	0.3%	Consumer Staples
MARSH & MCLENNAN COS INC	$980	$16 ▼	-1.6%	5,653	0.3%	MRSH
LYB LyondellBasell Industries	$964	$7 ▲	0.7%	11,976	0.2%	Basic Materials
KO CocaCola	$960	$11 ▲	1.1%	12,624	0.2%	Consumer Staples
UNP Union Pacific	$946		0.0%	3,901	0.2%	Transportation
AMX America Movil	$813	$516 ▲	173.7%	31,933	0.2%	Computer and Technology
PEP PepsiCo	$803		0.0%	5,176	0.2%	Consumer Staples
EBR Centrais El�tricas Brasileiras	$791		0.0%	70,179	0.2%	Utilities
GFI Gold Fields	$785		0.0%	17,305	0.2%	Basic Materials
CAH Cardinal Health	$781		0.0%	3,700	0.2%	Medical
PYPL PayPal	$781	$50 ▼	-6.0%	17,270	0.2%	Business Services
MDLZ Mondelez International	$771	$39 ▼	-4.8%	13,380	0.2%	Consumer Staples
ATAT Atour Lifestyle	$760	$10 ▼	-1.3%	20,653	0.2%	Consumer Discretionary
BTI British American Tobacco	$749	$6 ▼	-0.8%	12,815	0.2%	Consumer Staples

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