Lester Murray Antman dba SimplyRich
Latest statistics and disclosures from Lester Murray Antman dba SimplyRich's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, USMV, GOOG, EEMV, EFAV, and represent 24.99% of Lester Murray Antman dba SimplyRich's stock portfolio.
- Added to shares of these 10 stocks: WMT, NMR, CRH, TAK, TSEM, NICE, JANX, CVX, DELL, VLO.
- Started 12 new stock positions in NICE, DELL, PKG, JANX, LSXMK, CVX, SIMO, TSEM, NMR, TAK. CRH, VLO.
- Reduced shares in these 10 stocks: ADM, ABBNY, , REET, ABEV, BIDU, WPM, , AAPL, MSFT.
- Sold out of its positions in ABBNY, ABEV, BIDU, IDXX, VALE, WPM.
- Lester Murray Antman dba SimplyRich was a net buyer of stock by $2.6M.
- Lester Murray Antman dba SimplyRich has $310M in assets under management (AUM), dropping by 6.44%.
- Central Index Key (CIK): 0001725888
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Portfolio Holdings for Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich holds 179 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $19M | 110k | 171.48 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 5.1 | $16M | 190k | 83.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $15M | 100k | 152.26 |
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| Ishares Msci Emerg Mrkt (EEMV) | 4.5 | $14M | 247k | 56.59 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 4.3 | $13M | 189k | 70.88 |
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| Novo-nordisk A S Adr (NVO) | 3.6 | $11M | 87k | 128.41 |
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| Microsoft Corporation (MSFT) | 3.6 | $11M | 26k | 420.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $9.3M | 62k | 150.94 |
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| UnitedHealth (UNH) | 2.4 | $7.5M | 15k | 494.74 |
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| Ishares Tr Global Reit Etf (REET) | 2.4 | $7.4M | -3% | 311k | 23.68 |
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| Visa Com Cl A (V) | 2.1 | $6.6M | 24k | 279.09 |
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| Home Depot (HD) | 2.1 | $6.5M | 17k | 383.62 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $4.8M | 35k | 136.07 |
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| Cigna Corp (CI) | 1.5 | $4.6M | 13k | 363.24 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $4.4M | 26k | 169.39 |
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| Relx Sponsored Adr (RELX) | 1.1 | $3.3M | 77k | 43.30 |
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| Cgi Cl A Sub Vtg (GIB) | 1.1 | $3.3M | 30k | 110.52 |
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| Anthem (ELV) | 1.0 | $3.1M | 6.1k | 518.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $3.0M | 7.1k | 420.64 |
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| Southern Copper Corporation (SCCO) | 1.0 | $2.9M | 28k | 106.53 |
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| McDonald's Corporation (MCD) | 0.9 | $2.9M | 10k | 282.05 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $2.8M | 8.1k | 346.69 |
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| McKesson Corporation (MCK) | 0.9 | $2.7M | 5.0k | 537.05 |
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| Wal-Mart Stores (WMT) | 0.9 | $2.7M | +200% | 44k | 60.18 |
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| Amgen (AMGN) | 0.8 | $2.6M | 9.2k | 284.42 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $2.5M | 5.2k | 481.60 |
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| Nike CL B (NKE) | 0.8 | $2.4M | 26k | 94.01 |
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| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.8 | $2.4M | 144k | 16.55 |
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| Ferrari Nv Ord (RACE) | 0.8 | $2.4M | 5.4k | 435.97 |
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| TJX Companies (TJX) | 0.8 | $2.4M | 23k | 101.42 |
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| Toyota Motor Corp Ads (TM) | 0.8 | $2.4M | 9.4k | 251.73 |
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| Paccar (PCAR) | 0.8 | $2.4M | 19k | 123.90 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $2.3M | 53k | 43.36 |
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| Canadian Natl Ry (CNI) | 0.7 | $2.3M | 17k | 131.74 |
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| Lauder Estee Cos Cl A (EL) | 0.7 | $2.1M | 14k | 154.20 |
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| Amazon (AMZN) | 0.7 | $2.0M | 11k | 180.41 |
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| Micron Technology (MU) | 0.6 | $1.9M | 16k | 117.92 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $1.8M | 1.9k | 970.57 |
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| Chubb (CB) | 0.6 | $1.8M | 7.0k | 259.15 |
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| FedEx Corporation (FDX) | 0.6 | $1.8M | 6.2k | 289.79 |
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| Shell Spon Ads (SHEL) | 0.6 | $1.8M | 27k | 67.05 |
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| Motorola Solutions Com New (MSI) | 0.6 | $1.7M | 4.9k | 355.10 |
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| Intercontinental Exchange (ICE) | 0.5 | $1.7M | 12k | 137.44 |
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| Cme (CME) | 0.5 | $1.6M | 7.6k | 215.31 |
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| Unilever Spon Adr New (UL) | 0.5 | $1.6M | 33k | 50.20 |
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| Rb Global (RBA) | 0.5 | $1.6M | 21k | 76.21 |
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| Cisco Systems (CSCO) | 0.5 | $1.6M | 32k | 49.91 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.5 | $1.6M | +5% | 15k | 105.27 |
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| Novartis Sponsored Adr (NVS) | 0.5 | $1.6M | 16k | 96.76 |
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| Fiserv (FI) | 0.5 | $1.5M | 9.4k | 159.91 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $1.5M | 3.1k | 478.97 |
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| Walt Disney Company (DIS) | 0.5 | $1.5M | 12k | 122.44 |
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| Sap Se Spon Adr (SAP) | 0.5 | $1.4M | 7.4k | 195.12 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.4M | 15k | 97.57 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $1.4M | 14k | 102.31 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.4M | 1.9k | 732.69 |
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| PNC Financial Services (PNC) | 0.4 | $1.3M | 8.3k | 161.72 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $1.3M | 15k | 86.48 |
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| Automatic Data Processing (ADP) | 0.4 | $1.3M | 5.3k | 249.86 |
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| Paypal Holdings (PYPL) | 0.4 | $1.3M | 19k | 67.02 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.2M | 2.7k | 454.98 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.4 | $1.2M | 32k | 37.25 |
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| AFLAC Incorporated (AFL) | 0.4 | $1.2M | 14k | 85.92 |
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| Imperial Oil Com New (IMO) | 0.4 | $1.2M | 17k | 69.15 |
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| Marsh & McLennan Companies (MMC) | 0.4 | $1.2M | 5.8k | 206.10 |
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| Astrazeneca Sponsored Adr (AZN) | 0.4 | $1.1M | 17k | 67.81 |
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| Illinois Tool Works (ITW) | 0.4 | $1.1M | 4.3k | 268.34 |
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| National Grid Sponsored Adr Ne (NGG) | 0.4 | $1.1M | 17k | 68.23 |
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| Take-Two Interactive Software (TTWO) | 0.4 | $1.1M | 7.6k | 148.54 |
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| Procter & Gamble Company (PG) | 0.4 | $1.1M | 6.9k | 162.28 |
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| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.4 | $1.1M | 12k | 97.23 |
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| Thomson Reuters Corp. (TRI) | 0.4 | $1.1M | 7.1k | 155.92 |
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| Transportadora De Gas Sur Sponsored Ads B (TGS) | 0.3 | $1.0M | 68k | 15.10 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.0M | 15k | 70.06 |
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| eBay (EBAY) | 0.3 | $1.0M | 19k | 52.81 |
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| Republic Services (RSG) | 0.3 | $999k | 5.2k | 191.56 |
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| Broadcom (AVGO) | 0.3 | $997k | 752.00 | 1325.80 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $996k | 23k | 42.86 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $987k | 24k | 41.88 |
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| Intel Corporation (INTC) | 0.3 | $986k | 22k | 44.17 |
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| Union Pacific Corporation (UNP) | 0.3 | $974k | 4.0k | 246.02 |
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| Target Corporation (TGT) | 0.3 | $950k | 5.4k | 177.34 |
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| Pepsi (PEP) | 0.3 | $944k | 5.4k | 175.11 |
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| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.3 | $934k | 8.7k | 107.53 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $908k | 158k | 5.75 |
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| Sempra Energy (SRE) | 0.3 | $892k | 12k | 71.90 |
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| CVS Caremark Corporation (CVS) | 0.3 | $877k | 11k | 79.79 |
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| Linde SHS (LIN) | 0.3 | $833k | 1.8k | 464.58 |
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| Johnson Ctls Intl SHS (JCI) | 0.3 | $824k | 13k | 65.38 |
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| Coca-Cola Company (KO) | 0.3 | $790k | 13k | 61.23 |
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| D.R. Horton (DHI) | 0.2 | $757k | 4.6k | 164.74 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $745k | +4% | 11k | 68.86 |
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| Caterpillar (CAT) | 0.2 | $732k | 2.0k | 366.73 |
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| Orix Corp Sponsored Adr (IX) | 0.2 | $692k | 6.3k | 110.21 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $670k | -4% | 7.8k | 85.77 |
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| Merck & Co (MRK) | 0.2 | $663k | 5.0k | 132.05 |
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| Infosys Sponsored Adr (INFY) | 0.2 | $634k | 35k | 17.95 |
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| Logitech Intl S A SHS (LOGI) | 0.2 | $633k | 7.1k | 89.48 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $632k | 3.9k | 164.03 |
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| Willis Towers Watson Fgo (WTW) | 0.2 | $615k | 2.2k | 275.17 |
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| Mr Cooper Group (COOP) | 0.2 | $611k | 7.8k | 78.01 |
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| Centrais Eletricas Brasileir Adr (EBR) | 0.2 | $609k | 73k | 8.36 |
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| Ishares Tr Uie (WPS) | 0.2 | $606k | 21k | 28.40 |
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| Euronav Nv Fgo (EURN) | 0.2 | $600k | 36k | 16.64 |
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| Waste Management (WM) | 0.2 | $600k | 2.8k | 213.45 |
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| International Business Machines (IBM) | 0.2 | $596k | 3.1k | 191.09 |
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| Aon Fgo (AON) | 0.2 | $571k | 1.7k | 333.72 |
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| Emerson Electric (EMR) | 0.2 | $569k | 5.0k | 113.62 |
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| Vanguard Specialized Funds Uie (VIG) | 0.2 | $567k | 3.1k | 182.79 |
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| Telefonica S A Adr (TEF) | 0.2 | $523k | 119k | 4.41 |
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| Wisdomtree Tr Uie (DLS) | 0.2 | $522k | 8.0k | 65.29 |
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| Oracle Corporation (ORCL) | 0.2 | $517k | 4.1k | 125.70 |
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| Facebook Inc cl a (META) | 0.2 | $515k | 1.1k | 486.31 |
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| Ishares Tr Uie (SHY) | 0.2 | $503k | 6.1k | 81.92 |
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| Amcor Fgo (AMCR) | 0.2 | $501k | 53k | 9.51 |
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| Spdr S&p 500 Etf Tr Uie (SPY) | 0.2 | $498k | 952.00 | 523.11 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $495k | 3.4k | 145.59 |
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| Nutrien FGC (NTR) | 0.2 | $482k | +88% | 8.9k | 54.36 |
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| Nomura Hldgs Adr (NMR) | 0.1 | $460k | NEW | 72k | 6.43 |
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| Dr Reddys Labs Adr (RDY) | 0.1 | $440k | 6.0k | 73.41 |
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| Capital One Financial (COF) | 0.1 | $438k | 2.9k | 149.03 |
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| Diageo Adr (DEO) | 0.1 | $426k | +15% | 2.9k | 148.95 |
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| Alcon Fgo (ALC) | 0.1 | $424k | 5.1k | 83.43 |
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| Cardinal Health (CAH) | 0.1 | $415k | 3.7k | 112.16 |
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| Pearson Adr (PSO) | 0.1 | $414k | +8% | 31k | 13.17 |
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| Aptiv Fgo (APTV) | 0.1 | $407k | 5.1k | 79.76 |
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| America Movil Sab De Cv Adr (AMX) | 0.1 | $406k | 22k | 18.69 |
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| Vanguard Index Fds Uie (VOO) | 0.1 | $390k | 811.00 | 480.89 |
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| Haleon Adr (HLN) | 0.1 | $376k | 44k | 8.50 |
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| SYSCO Corporation (SYY) | 0.1 | $374k | 4.6k | 81.18 |
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| Netease Adr (NTES) | 0.1 | $374k | +2% | 3.6k | 103.54 |
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| Chunghwa Telecom Adr (CHT) | 0.1 | $371k | 9.5k | 39.22 |
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| Garmin Fgo (GRMN) | 0.1 | $369k | +2% | 2.5k | 148.97 |
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| Rogers Communications FGC (RCI) | 0.1 | $359k | 8.7k | 41.07 |
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| CRH Fgo (CRH) | 0.1 | $353k | NEW | 4.1k | 86.43 |
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| Takeda Pharmaceutical Adr (TAK) | 0.1 | $351k | NEW | 25k | 13.90 |
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| AutoZone (AZO) | 0.1 | $350k | 111.00 | 3153.15 |
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| Ishares Tr Uie (IJS) | 0.1 | $343k | 3.3k | 102.88 |
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| Tower Semiconductor Fgo (TSEM) | 0.1 | $342k | NEW | 10k | 33.47 |
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| General Dynamics Corporation (GD) | 0.1 | $340k | 1.2k | 282.63 |
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| British Amern Tob Adr (BTI) | 0.1 | $336k | +58% | 11k | 30.59 |
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| Nice Adr (NICE) | 0.1 | $331k | NEW | 1.3k | 260.84 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $327k | 4.5k | 72.51 |
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| Te Connectivity Fgo (TEL) | 0.1 | $320k | 2.2k | 145.45 |
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| Lam Research Corporation (LRCX) | 0.1 | $315k | 324.00 | 972.22 |
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| Verizon Communications (VZ) | 0.1 | $313k | 7.5k | 41.98 |
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| Schwab Strategic Tr Uie (FNDX) | 0.1 | $305k | 4.5k | 67.48 |
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| Janux Therapeutics (JANX) | 0.1 | $300k | NEW | 8.0k | 37.67 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $300k | -81% | 4.8k | 63.00 |
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| Public Storage Ret (PSA) | 0.1 | $298k | +2% | 1.0k | 290.45 |
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| Sirius Xm Holdings (SIRI) | 0.1 | $294k | -10% | 76k | 3.88 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $290k | 498.00 | 582.33 |
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| Chevron Corporation (CVX) | 0.1 | $289k | NEW | 1.8k | 157.75 |
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| Biontech Se Adr (BNTX) | 0.1 | $288k | +30% | 3.1k | 92.55 |
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| O'reilly Automotive (ORLY) | 0.1 | $285k | 252.00 | 1130.95 |
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| Open Text Corp FGC (OTEX) | 0.1 | $284k | 7.3k | 38.87 |
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| Gold Fields Adr (GFI) | 0.1 | $277k | 17k | 15.91 |
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| Fomento Economico Mexicano S Adr (FMX) | 0.1 | $273k | 2.1k | 130.75 |
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| Hollysys Automation Tchngy L Fgo (HOLI) | 0.1 | $269k | +6% | 11k | 25.62 |
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| Invesco Db Multi-sector Comm Uie (DBP) | 0.1 | $268k | 5.0k | 53.60 |
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| Keysight Technologies (KEYS) | 0.1 | $266k | 1.7k | 156.47 |
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| Trip Com Group Adr (TCOM) | 0.1 | $264k | +2% | 6.0k | 43.99 |
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| Rio Tinto Adr (RIO) | 0.1 | $263k | -4% | 4.1k | 63.74 |
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| HSBC HLDGS Adr (HSBC) | 0.1 | $257k | +5% | 6.5k | 39.50 |
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| Dell Technologies (DELL) | 0.1 | $256k | NEW | 2.2k | 114.34 |
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| Expeditors International of Washington (EXPD) | 0.1 | $248k | 2.0k | 121.93 |
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| Brookfield Asset Managmt FGC (BAM) | 0.1 | $248k | 5.9k | 42.11 |
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| Companhia De Saneamento Basi Adr (SBS) | 0.1 | $248k | 15k | 16.89 |
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| Valero Energy Corporation (VLO) | 0.1 | $245k | NEW | 1.4k | 170.73 |
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| Sun Life Financial FGC (SLF) | 0.1 | $245k | 4.5k | 54.76 |
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| United Parcel Service (UPS) | 0.1 | $240k | 1.6k | 148.70 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $227k | +3% | 1.3k | 174.88 |
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| Spdr Gold Tr Uie (GLD) | 0.1 | $225k | 1.1k | 206.61 |
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| Packaging Corporation of America (PKG) | 0.1 | $224k | NEW | 1.2k | 190.48 |
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| Philip Morris International (PM) | 0.1 | $223k | 2.4k | 91.88 |
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| Silicon Motion Technology Adr (SIMO) | 0.1 | $220k | NEW | 2.9k | 77.00 |
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| Danaher Corporation (DHR) | 0.1 | $220k | 879.00 | 250.28 |
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| Liberty Media Corp Delaware (LSXMK) | 0.1 | $212k | NEW | 7.1k | 29.76 |
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| Magna Intl FGC (MGA) | 0.1 | $208k | 3.8k | 54.74 |
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Past Filings by Lester Murray Antman dba SimplyRich
SEC 13F filings are viewable for Lester Murray Antman dba SimplyRich going back to 2017
- Lester Murray Antman dba SimplyRich 2024 Q1 filed May 3, 2024
- Lester Murray Antman dba SimplyRich 2023 Q4 filed Jan. 26, 2024
- Lester Murray Antman dba SimplyRich 2023 Q3 filed Oct. 20, 2023
- Lester Murray Antman dba SimplyRich 2023 Q2 filed Aug. 4, 2023
- Lester Murray Antman dba SimplyRich 2023 Q1 filed May 5, 2023
- Lester Murray Antman dba SimplyRich 2022 Q4 filed Jan. 30, 2023
- Lester Murray Antman dba SimplyRich 2022 Q3 filed Nov. 1, 2022
- Lester Murray Antman dba SimplyRich 2022 Q2 filed July 22, 2022
- Lester Murray Antman dba SimplyRich 2022 Q1 filed May 4, 2022
- Lester Murray Antman dba SimplyRich 2021 Q4 filed Jan. 7, 2022
- Lester Murray Antman dba SimplyRich 2021 Q3 filed Oct. 4, 2021
- Lester Murray Antman dba SimplyRich 2021 Q2 filed July 9, 2021
- Lester Murray Antman dba SimplyRich 2021 Q1 filed May 5, 2021
- Lester Murray Antman dba SimplyRich 2020 Q4 filed Feb. 1, 2021
- Lester Murray Antman dba SimplyRich 2020 Q3 filed Nov. 3, 2020
- Lester Murray Antman dba SimplyRich 2020 Q2 filed Aug. 6, 2020