Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2024)

→ Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad)

About Lester Murray Antman Dba Simplyrich

Investment Activity

Lester Murray Antman Dba Simplyrich has $309.50 thousand in total holdings as of December 31, 2023.
Lester Murray Antman Dba Simplyrich owns shares of 179 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 2.17% of the portfolio was purchased this quarter.
About 1.32% of the portfolio was sold this quarter.
This quarter, Lester Murray Antman Dba Simplyrich has purchased 173 new stocks and bought additional shares in 59 stocks.
Lester Murray Antman Dba Simplyrich sold shares of 23 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple: $18,905
iShares MSCI USA Min Vol Factor ETF: $15,842
Alphabet: $15,191
iShares MSCI Emerging Markets Min Vol Factor ETF: $14,004
iShares MSCI EAFE Min Vol Factor ETF: $13,410

Largest New Holdings this Quarter

Nomura: $460 Holding
CRH PLC: $353 Holding
Takeda Pharmaceutical: $351 Holding
Tower Semiconductor: $342 Holding
NICE: $331 Holding

Largest Purchases this Quarter

Walmart: 29,410 shares (about $1.77K)
Nomura: 71,578 shares (about $460.00)
CRH PLC: 4,084 shares (about $353.00)
Takeda Pharmaceutical: 25,245 shares (about $351.00)
Tower Semiconductor: 10,218 shares (about $342.00)

Largest Sales this Quarter

Archer-Daniels-Midland: 21,531 shares (about $1.36K)
iShares Global REIT ETF: 12,563 shares (about $297.50)
Apple: 328 shares (about $56.25)
Microsoft: 109 shares (about $45.86)
Estée Lauder Companies: 246 shares (about $37.93)

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	$18,905	$56 ▼	-0.3%	110,246	6.1%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$15,842	$3 ▼	0.0%	189,537	5.1%	ETF
GOOG Alphabet	$15,191	$10 ▼	-0.1%	99,768	4.9%	Computer and Technology
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$14,004	$202 ▲	1.5%	247,449	4.5%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$13,410	$82 ▲	0.6%	189,183	4.3%	ETF
NVO Novo Nordisk A/S	$11,111		0.0%	86,528	3.6%	Medical
MSFT Microsoft	$11,065	$46 ▼	-0.4%	26,299	3.6%	Computer and Technology
GOOGL Alphabet	$9,325		0.0%	61,780	3.0%	Computer and Technology
UNH UnitedHealth Group	$7,519	$6 ▲	0.1%	15,198	2.4%	Medical
REET iShares Global REIT ETF	$7,363	$298 ▼	-3.9%	310,925	2.4%	ETF
V Visa	$6,599		0.0%	23,645	2.1%	Business Services
HD Home Depot	$6,462	$3 ▲	0.0%	16,845	2.1%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$4,798		0.0%	35,260	1.6%	Computer and Technology
CI The Cigna Group	$4,555		0.0%	12,540	1.5%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$4,406		0.0%	26,011	1.4%	ETF
RELX Relx	$3,321	$44 ▲	1.3%	76,694	1.1%	Computer and Technology
GIB CGI	$3,300	$41 ▲	1.2%	29,858	1.1%	Computer and Technology
ELV Elevance Health	$3,141	$7 ▲	0.2%	6,056	1.0%	Medical
BRK.B Berkshire Hathaway	$3,000		0.0%	7,132	1.0%	Finance
SCCO Southern Copper	$2,945		0.0%	27,644	1.0%	Basic Materials
MCD McDonald's	$2,911	$6 ▲	0.2%	10,321	0.9%	Retail/Wholesale
ACN Accenture	$2,804		0.0%	8,088	0.9%	Business Services
MCK McKesson	$2,689	$8 ▲	0.3%	5,007	0.9%	Medical
WMT Walmart	$2,651	$1,770 ▲	200.9%	44,052	0.9%	Retail/Wholesale
AMGN Amgen	$2,609		0.0%	9,173	0.8%	Medical
MA Mastercard	$2,486		0.0%	5,162	0.8%	Business Services
NKE NIKE	$2,418		0.0%	25,721	0.8%	Consumer Discretionary
VIPS Vipshop	$2,390	$7 ▲	0.3%	144,386	0.8%	Computer and Technology
RACE Ferrari	$2,373		0.0%	5,443	0.8%	Auto/Tires/Trucks
TJX TJX Companies	$2,369		0.0%	23,358	0.8%	Retail/Wholesale
TM Toyota Motor	$2,359	$9 ▲	0.4%	9,371	0.8%	Auto/Tires/Trucks
PCAR PACCAR	$2,355	$9 ▲	0.4%	19,007	0.8%	Auto/Tires/Trucks
CMCSA Comcast	$2,310	$3 ▼	-0.1%	53,276	0.7%	Consumer Discretionary
CNI Canadian National Railway	$2,259	$7 ▲	0.3%	17,148	0.7%	Transportation
EL Estée Lauder Companies	$2,128	$38 ▼	-1.8%	13,800	0.7%	Consumer Staples
AMZN Amazon.com	$2,035		0.0%	11,280	0.7%	Retail/Wholesale
MU Micron Technology	$1,875		0.0%	15,900	0.6%	Computer and Technology
ASML ASML	$1,847		0.0%	1,903	0.6%	Computer and Technology
CB Chubb	$1,820	$19 ▲	1.1%	7,023	0.6%	Finance
FDX FedEx	$1,810		0.0%	6,246	0.6%	Transportation
SHEL Shell	$1,793	$10 ▲	0.6%	26,743	0.6%	Oils/Energy
MSI Motorola Solutions	$1,729		0.0%	4,869	0.6%	Computer and Technology
ICE Intercontinental Exchange	$1,661		0.0%	12,085	0.5%	Finance
CME CME Group	$1,640	$2 ▲	0.1%	7,617	0.5%	Finance
UL Unilever	$1,640	$25 ▲	1.5%	32,669	0.5%	Consumer Staples
RBA RB Global	$1,618	$1 ▼	-0.1%	21,230	0.5%	Business Services
CSCO Cisco Systems	$1,616	$7 ▲	0.4%	32,376	0.5%	Computer and Technology
ACWV iShares MSCI Global Min Vol Factor ETF	$1,600	$85 ▲	5.6%	15,199	0.5%	ETF
NVS Novartis	$1,562	$6 ▲	0.4%	16,143	0.5%	Medical
FI Fiserv	$1,506		0.0%	9,418	0.5%	Business Services
NOC Northrop Grumman	$1,469		0.0%	3,067	0.5%	Aerospace
DIS Walt Disney	$1,466	$3 ▼	-0.2%	11,973	0.5%	Consumer Discretionary
SAP SAP	$1,439		0.0%	7,375	0.5%	Computer and Technology
RTX RTX	$1,425		0.0%	14,605	0.5%	Aerospace
LYB LyondellBasell Industries	$1,397		0.0%	13,654	0.5%	Basic Materials
COST Costco Wholesale	$1,365	$7 ▲	0.5%	1,863	0.4%	Retail/Wholesale
PNC The PNC Financial Services Group	$1,335		0.0%	8,255	0.4%	Finance
VNQ Vanguard Real Estate ETF	$1,327	$19 ▼	-1.4%	15,344	0.4%	ETF
ADP Automatic Data Processing	$1,320	$13 ▲	1.0%	5,283	0.4%	Business Services
PYPL PayPal	$1,268		0.0%	18,920	0.4%	Computer and Technology
LMT Lockheed Martin	$1,248	$6 ▲	0.5%	2,743	0.4%	Aerospace
HMC Honda Motor	$1,208		0.0%	32,433	0.4%	Auto/Tires/Trucks
AFL Aflac	$1,203	$7 ▲	0.6%	14,002	0.4%	Finance
IMO Imperial Oil	$1,194		0.0%	17,266	0.4%	Oils/Energy
MMC Marsh & McLennan Companies	$1,190	$12 ▲	1.0%	5,774	0.4%	Finance
AZN AstraZeneca	$1,148		0.0%	16,930	0.4%	Medical
ITW Illinois Tool Works	$1,145		0.0%	4,267	0.4%	Industrial Products
NGG National Grid	$1,126	$6 ▲	0.5%	16,504	0.4%	Utilities
PG Procter & Gamble	$1,123	$7 ▼	-0.6%	6,920	0.4%	Consumer Staples
TTWO Take-Two Interactive Software	$1,123		0.0%	7,560	0.4%	Consumer Discretionary
KOF Coca-Cola FEMSA	$1,116		0.0%	11,478	0.4%	Consumer Staples
TRI Thomson Reuters	$1,103		0.0%	7,074	0.4%	Business Services
TGS Transportadora de Gas del Sur	$1,026		0.0%	67,925	0.3%	Oils/Energy
MDLZ Mondelez International	$1,021	$7 ▲	0.6%	14,574	0.3%	Consumer Staples
EBAY eBay	$1,015		0.0%	19,220	0.3%	Retail/Wholesale
RSG Republic Services	$999		0.0%	5,215	0.3%	Business Services
AVGO Broadcom	$997		0.0%	752	0.3%	Computer and Technology
RWO SPDR Dow Jones Global Real Estate ETF	$996		0.0%	23,237	0.3%	ETF
BN Brookfield	$987		0.0%	23,569	0.3%	Finance
INTC Intel	$986	$6 ▲	0.6%	22,321	0.3%	Computer and Technology
UNP Union Pacific	$974		0.0%	3,959	0.3%	Transportation
TGT Target	$950		0.0%	5,357	0.3%	Retail/Wholesale
PEP PepsiCo	$944		0.0%	5,391	0.3%	Consumer Staples
RZV Invesco S&P SmallCap 600 Pure Value ETF	$934		0.0%	8,686	0.3%	ETF
WIT Wipro	$908	$7 ▲	0.8%	157,861	0.3%	Computer and Technology
SRE Sempra	$892	$7 ▲	0.8%	12,406	0.3%	Utilities
CVS CVS Health	$877	$7 ▲	0.9%	10,992	0.3%	Retail/Wholesale
LINDE PLC	$833	$8 ▲	1.0%	1,793	0.3%	SHS
JCI Johnson Controls International	$824		0.0%	12,603	0.3%	Industrial Products
KO Coca-Cola	$790	$7 ▲	0.9%	12,902	0.3%	Consumer Staples
DHI D.R. Horton	$757		0.0%	4,595	0.2%	Construction
TTE TotalEnergies	$745	$30 ▲	4.2%	10,819	0.2%	Oils/Energy
CAT Caterpillar	$732		0.0%	1,996	0.2%	Industrial Products
IX ORIX	$692		0.0%	6,279	0.2%	Finance
SONY Sony Group	$670	$29 ▼	-4.1%	7,812	0.2%	Consumer Discretionary
MRK Merck & Co., Inc.	$663		0.0%	5,021	0.2%	Medical
INFY Infosys	$634	$6 ▲	1.0%	35,311	0.2%	Computer and Technology
LOGI Logitech International	$633	$6 ▲	1.0%	7,074	0.2%	Computer and Technology
CHKP Check Point Software Technologies	$632		0.0%	3,853	0.2%	Computer and Technology
WTW Willis Towers Watson Public	$615		0.0%	2,235	0.2%	Finance
COOP Mr. Cooper Group	$611		0.0%	7,832	0.2%	Finance
EBR Centrais Elétricas Brasileiras S.A. - Eletrobrás	$609		0.0%	72,834	0.2%	Utilities
WPS iShares International Developed Property ETF	$606	$1 ▼	-0.2%	21,338	0.2%	ETF
EURN Euronav	$600	$3 ▼	-0.6%	36,051	0.2%	Transportation
WM Waste Management	$600	$8 ▲	1.3%	2,811	0.2%	Business Services
IBM International Business Machines	$596	$7 ▲	1.2%	3,119	0.2%	Computer and Technology
AON AON	$571		0.0%	1,711	0.2%	Finance
EMR Emerson Electric	$569		0.0%	5,008	0.2%	Industrial Products
VIG Vanguard Dividend Appreciation ETF	$567		0.0%	3,102	0.2%	ETF
TEF Telefónica	$523	$4 ▲	0.8%	118,476	0.2%	Utilities
DLS WisdomTree International SmallCap Dividend Fund	$522		0.0%	7,995	0.2%	Finance
ORCL Oracle	$517		0.0%	4,113	0.2%	Computer and Technology
META Meta Platforms	$515		0.0%	1,059	0.2%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$503	$5 ▼	-1.0%	6,140	0.2%	Manufacturing
AMCR Amcor	$501	$7 ▲	1.4%	52,667	0.2%	Industrial Products
SPY SPDR S&P 500 ETF Trust	$498		0.0%	952	0.2%	Finance
A Agilent Technologies	$495		0.0%	3,400	0.2%	Computer and Technology
NTR Nutrien	$482	$227 ▲	88.7%	8,867	0.2%	Basic Materials
NMR Nomura	$460	$460 ▲	New Holding	71,578	0.1%	Finance
RDY Dr. Reddy's Laboratories	$440	$7 ▲	1.5%	5,994	0.1%	Medical
COF Capital One Financial	$438		0.0%	2,939	0.1%	Finance
DEO Diageo	$426	$56 ▲	15.3%	2,860	0.1%	Consumer Staples
ALC Alcon	$424	$6 ▲	1.5%	5,082	0.1%	Medical
CAH Cardinal Health	$415		0.0%	3,700	0.1%	Medical
PSO Pearson	$414	$33 ▲	8.6%	31,440	0.1%	Consumer Discretionary
APTV Aptiv	$407		0.0%	5,103	0.1%	Business Services
AMX América Móvil	$406	$0 ▼	-0.1%	21,720	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$390		0.0%	811	0.1%	ETF
HLN Haleon	$376	$7 ▲	1.8%	44,218	0.1%	Medical
NTES NetEase	$374	$8 ▲	2.1%	3,612	0.1%	Computer and Technology
SYY Sysco	$374		0.0%	4,607	0.1%	Consumer Staples
CHT Chunghwa Telecom	$371		0.0%	9,459	0.1%	Utilities
GRMN Garmin	$369	$7 ▲	2.0%	2,477	0.1%	Computer and Technology
RCI Rogers Communications	$359	$2 ▲	0.4%	8,741	0.1%	Consumer Discretionary
CRH PLC	$353	$353 ▲	New Holding	4,084	0.1%	FGO
TAK Takeda Pharmaceutical	$351	$351 ▲	New Holding	25,245	0.1%	Medical
AZO AutoZone	$350	$6 ▲	1.8%	111	0.1%	Retail/Wholesale
IJS iShares S&P Small-Cap 600 Value ETF	$343		0.0%	3,334	0.1%	ETF
TSEM Tower Semiconductor	$342	$342 ▲	New Holding	10,218	0.1%	Computer and Technology
GD General Dynamics	$340		0.0%	1,203	0.1%	Aerospace
BTI British American Tobacco	$336	$124 ▲	58.8%	10,984	0.1%	Consumer Staples
NICE NICE	$331	$331 ▲	New Holding	1,269	0.1%	Computer and Technology
SCHW Charles Schwab	$327		0.0%	4,510	0.1%	Finance
TEL TE Connectivity	$320		0.0%	2,200	0.1%	Computer and Technology
LRCX Lam Research	$315		0.0%	324	0.1%	Computer and Technology
VZ Verizon Communications	$313	$2 ▼	-0.6%	7,456	0.1%	Computer and Technology
FNDX Schwab Fundamental U.S. Large Company Index ETF	$305		0.0%	4,520	0.1%	ETF
JANX Janux Therapeutics	$300	$300 ▲	New Holding	7,964	0.1%	Medical
ADM Archer-Daniels-Midland	$300	$1,356 ▼	-81.9%	4,762	0.1%	Consumer Staples
PSA Public Storage	$298	$7 ▲	2.3%	1,026	0.1%	Finance
SIRI Sirius XM	$294	$35 ▼	-10.6%	75,740	0.1%	Consumer Discretionary
TMO Thermo Fisher Scientific	$290		0.0%	498	0.1%	Medical
CVX Chevron	$289	$289 ▲	New Holding	1,832	0.1%	Oils/Energy
BNTX BioNTech	$288	$67 ▲	30.2%	3,112	0.1%	Medical
ORLY O'Reilly Automotive	$285		0.0%	252	0.1%	Retail/Wholesale
OTEX Open Text	$284	$4 ▼	-1.3%	7,307	0.1%	Computer and Technology
GFI Gold Fields	$277	$0 ▼	-0.1%	17,407	0.1%	Basic Materials
FMX Fomento Económico Mexicano	$273		0.0%	2,088	0.1%	Consumer Staples
HOLI Hollysys Automation Technologies	$269	$17 ▲	6.9%	10,500	0.1%	Industrial Products
DBP Invesco DB Precious Metals Fund	$268		0.0%	5,000	0.1%	Finance
KEYS Keysight Technologies	$266		0.0%	1,700	0.1%	Computer and Technology
TCOM Trip.com Group	$264	$8 ▲	2.9%	6,001	0.1%	Consumer Discretionary
RIO Rio Tinto Group	$263	$13 ▼	-4.7%	4,126	0.1%	Basic Materials
HSBC HSBC	$257	$14 ▲	5.7%	6,507	0.1%	Finance
DELL Dell Technologies	$256	$256 ▲	New Holding	2,239	0.1%	Computer and Technology
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP	$248		0.0%	14,686	0.1%	Utilities
EXPD Expeditors International of Washington	$248		0.0%	2,034	0.1%	Transportation
BAM Brookfield Asset Management	$248		0.0%	5,889	0.1%	Finance
SLF Sun Life Financial	$245		0.0%	4,474	0.1%	Finance
VLO Valero Energy	$245	$245 ▲	New Holding	1,435	0.1%	Oils/Energy
UPS United Parcel Service	$240		0.0%	1,614	0.1%	Transportation
TXN Texas Instruments	$227	$7 ▲	3.3%	1,298	0.1%	Computer and Technology
GLD SPDR Gold Shares	$225		0.0%	1,089	0.1%	Finance
PKG Packaging Co. of America	$224	$224 ▲	New Holding	1,176	0.1%	Industrial Products
PM Philip Morris International	$223	$0 ▼	-0.2%	2,427	0.1%	Consumer Staples
SIMO Silicon Motion Technology	$220	$220 ▲	New Holding	2,857	0.1%	Computer and Technology
DHR Danaher	$220	$4 ▲	1.6%	879	0.1%	Multi-Sector Conglomerates
LSXMK The Liberty SiriusXM Group	$212	$212 ▲	New Holding	7,124	0.1%	Consumer Discretionary
MGA Magna International	$208		0.0%	3,800	0.1%	Auto/Tires/Trucks
ABBNY ABB	$0	$801 ▼	-100.0%	0	0.0%	Industrial Products
VALE Vale	$0	$510 ▼	-100.0%	0	0.0%	Basic Materials
BIDU Baidu	$0	$210 ▼	-100.0%	0	0.0%	Computer and Technology
ABEV Ambev	$0	$210 ▼	-100.0%	0	0.0%	Consumer Staples
WPM Wheaton Precious Metals	$0	$207 ▼	-100.0%	0	0.0%	Basic Materials
IDXX IDEXX Laboratories	$0	$202 ▼	-100.0%	0	0.0%	Medical

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2024)

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2024)

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