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 $350.38 thousand in total holdings as of December 31, 2024.
Lester Murray Antman Dba Simplyrich owns shares of 216 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 10.61% of the portfolio was purchased this quarter.
About 3.06% of the portfolio was sold this quarter.
This quarter, Lester Murray Antman Dba Simplyrich has purchased 178 new stocks and bought additional shares in 61 stocks.
Lester Murray Antman Dba Simplyrich sold shares of 41 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Apple: $27,209
Alphabet: $18,896
iShares MSCI USA Min Vol Factor ETF: $16,715
iShares MSCI Emerging Markets Min Vol Factor ETF: $15,084
iShares MSCI EAFE Min Vol Factor ETF: $14,279

Largest New Holdings this Quarter

LVMH Moët Hennessy - Louis Vuitton, Société Européenne: $1,934 Holding
1/100 BERKSHIRE HTWY A CLASS A: $1,361 Holding
Nippon Telegraph and Telephone: $1,264 Holding
ABB: $970 Holding
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES: $775 Holding

Largest Purchases this Quarter

LVMH Moët Hennessy - Louis Vuitton, Société Européenne: 14,800 shares (about $1.93K)
Broadcom: 6,734 shares (about $1.56K)
1/100 BERKSHIRE HTWY A CLASS A: 200 shares (about $1.36K)
Nippon Telegraph and Telephone: 50,632 shares (about $1.26K)
ABB: 18,073 shares (about $970.00)

Largest Sales this Quarter

iShares Global REIT ETF: 41,824 shares (about $1.00K)
Apple: 1,592 shares (about $398.67)
TotalEnergies: 3,932 shares (about $213.92)
Trip.com Group: 2,561 shares (about $175.62)
Intel: 8,653 shares (about $173.21)

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	$27,209	$399 ▼	-1.4%	108,654	7.8%	Computer and Technology
GOOG Alphabet	$18,896	$93 ▼	-0.5%	99,225	5.4%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$16,715	$56 ▼	-0.3%	188,264	4.8%	ETF
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$15,084	$646 ▲	4.5%	260,123	4.3%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$14,279	$493 ▲	3.6%	201,949	4.1%	ETF
GOOGL Alphabet	$11,688	$6 ▼	-0.1%	61,747	3.3%	Computer and Technology
MSFT Microsoft	$11,074	$11 ▼	-0.1%	26,274	3.2%	Computer and Technology
UNH UnitedHealth Group	$7,673	$15 ▼	-0.2%	15,169	2.2%	Medical
V Visa	$7,443	$6 ▼	-0.1%	23,552	2.1%	Business Services
NVO Novo Nordisk A/S	$7,404	$38 ▼	-0.5%	86,079	2.1%	Medical
TSM Taiwan Semiconductor Manufacturing	$6,891	$72 ▼	-1.0%	34,895	2.0%	Computer and Technology
HD Home Depot	$6,651	$96 ▲	1.5%	17,100	1.9%	Retail/Wholesale
REET iShares Global REIT ETF	$6,193	$1,002 ▼	-13.9%	258,393	1.8%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$4,562	$4 ▲	0.1%	26,035	1.3%	ETF
WMT Walmart	$4,137	$141 ▲	3.5%	45,790	1.2%	Retail/Wholesale
RELX Relx	$3,679	$200 ▲	5.7%	81,011	1.1%	Computer and Technology
CI The Cigna Group	$3,452		0.0%	12,504	1.0%	Medical
GIB CGI	$3,323	$112 ▲	3.5%	30,397	0.9%	Computer and Technology
BRK.B Berkshire Hathaway	$3,298	$87 ▲	2.7%	7,278	0.9%	Finance
MCD McDonald's	$3,159	$200 ▲	6.8%	10,900	0.9%	Retail/Wholesale
MCK McKesson	$2,958	$94 ▲	3.3%	5,191	0.8%	Medical
ACN Accenture	$2,845		0.0%	8,088	0.8%	Computer and Technology
TJX TJX Companies	$2,821		0.0%	23,358	0.8%	Retail/Wholesale
MA Mastercard	$2,718		0.0%	5,162	0.8%	Business Services
SCCO Southern Copper	$2,567	$23 ▲	0.9%	28,176	0.7%	Basic Materials
AMZN Amazon.com	$2,474		0.0%	11,280	0.7%	Retail/Wholesale
MSI Motorola Solutions	$2,413	$118 ▲	5.1%	5,221	0.7%	Computer and Technology
AMGN Amgen	$2,370		0.0%	9,095	0.7%	Medical
ELV Elevance Health	$2,305	$51 ▲	2.2%	6,249	0.7%	Medical
RACE Ferrari	$2,259	$53 ▼	-2.3%	5,319	0.6%	Auto/Tires/Trucks
CSCO Cisco Systems	$2,082	$153 ▲	7.9%	35,175	0.6%	Computer and Technology
PCAR PACCAR	$2,060	$77 ▲	3.9%	19,808	0.6%	Auto/Tires/Trucks
VIPS Vipshop	$2,036	$98 ▲	5.1%	151,159	0.6%	Computer and Technology
UL Unilever	$1,970	$206 ▲	11.7%	34,755	0.6%	Consumer Staples
CMCSA Comcast	$1,952	$47 ▼	-2.4%	52,020	0.6%	Consumer Discretionary
COST Costco Wholesale	$1,946	$226 ▲	13.2%	2,124	0.6%	Retail/Wholesale
FI Fiserv	$1,934		0.0%	9,418	0.6%	Business Services
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne	$1,934	$1,934 ▲	New Holding	14,800	0.6%	Consumer Discretionary
CB Chubb	$1,920	$32 ▼	-1.6%	6,949	0.5%	Finance
NKE NIKE	$1,912	$11 ▼	-0.6%	25,280	0.5%	Consumer Discretionary
CME CME Group	$1,897	$117 ▲	6.6%	8,172	0.5%	Finance
TM Toyota Motor	$1,894	$67 ▲	3.7%	9,733	0.5%	Auto/Tires/Trucks
TGS Transportadora de Gas del Sur	$1,888	$116 ▼	-5.8%	64,518	0.5%	Oils/Energy
RBA RB Global	$1,879	$34 ▼	-1.8%	20,839	0.5%	Business Services
CNI Canadian National Railway	$1,872	$129 ▲	7.4%	18,447	0.5%	Transportation
SAP SAP	$1,815		0.0%	7,375	0.5%	Computer and Technology
ADP Automatic Data Processing	$1,800	$241 ▲	15.5%	6,152	0.5%	Business Services
ICE Intercontinental Exchange	$1,772		0.0%	11,895	0.5%	Finance
FDX FedEx	$1,757		0.0%	6,246	0.5%	Transportation
AVGO Broadcom	$1,735	$1,561 ▲	895.5%	7,486	0.5%	Computer and Technology
AFL Aflac	$1,713	$252 ▲	17.2%	16,565	0.5%	Finance
SHEL Shell	$1,664	$21 ▼	-1.3%	26,564	0.5%	Oils/Energy
RTX RTX	$1,645		0.0%	14,216	0.5%	Aerospace
ACWV iShares MSCI Global Min Vol Factor ETF	$1,645	$7 ▲	0.4%	15,066	0.5%	ETF
PYPL PayPal	$1,614		0.0%	18,920	0.5%	Computer and Technology
PNC The PNC Financial Services Group	$1,591		0.0%	8,255	0.5%	Finance
NVS Novartis	$1,546	$82 ▲	5.6%	15,892	0.4%	Medical
NOC Northrop Grumman	$1,439		0.0%	3,067	0.4%	Aerospace
TTWO Take-Two Interactive Software	$1,391		0.0%	7,560	0.4%	Consumer Discretionary
INFY Infosys	$1,368	$606 ▲	79.5%	62,420	0.4%	Computer and Technology
VNQ Vanguard Real Estate ETF	$1,366		0.0%	15,344	0.4%	ETF
1/100 BERKSHIRE HTWY A CLASS A	$1,361	$1,361 ▲	New Holding	200	0.4%	COM
BN Brookfield	$1,354		0.0%	23,569	0.4%	Finance
MU Micron Technology	$1,338		0.0%	15,900	0.4%	Computer and Technology
MMC Marsh & McLennan Companies	$1,325	$88 ▲	7.1%	6,242	0.4%	Finance
LMT Lockheed Martin	$1,323	$20 ▼	-1.5%	2,724	0.4%	Aerospace
ASML ASML	$1,318		0.0%	1,903	0.4%	Computer and Technology
DIS Walt Disney	$1,309	$10 ▼	-0.8%	11,756	0.4%	Consumer Discretionary
WIT Wipro	$1,303	$748 ▲	134.8%	368,189	0.4%	Computer and Technology
JANX Janux Therapeutics	$1,301	$875 ▲	205.3%	24,315	0.4%	Medical
NTTYY Nippon Telegraph and Telephone	$1,264	$1,264 ▲	New Holding	50,632	0.4%	Utilities
SRE Sempra	$1,208	$106 ▲	9.7%	13,772	0.3%	Utilities
EBAY eBay	$1,190		0.0%	19,220	0.3%	Retail/Wholesale
PG Procter & Gamble	$1,157		0.0%	6,907	0.3%	Consumer Staples
TRI Thomson Reuters	$1,134		0.0%	7,074	0.3%	Business Services
GRMN Garmin	$1,114	$102 ▲	10.1%	5,401	0.3%	Computer and Technology
AZN AstraZeneca	$1,109		0.0%	16,930	0.3%	Medical
IBM International Business Machines	$1,086	$247 ▲	29.4%	4,941	0.3%	Computer and Technology
ITW Illinois Tool Works	$1,081		0.0%	4,267	0.3%	Industrial Products
IMO Imperial Oil	$1,063		0.0%	17,266	0.3%	Oils/Energy
RSG Republic Services	$1,049		0.0%	5,215	0.3%	Business Services
RWO SPDR Dow Jones Global Real Estate ETF	$996		0.0%	23,237	0.3%	ETF
JCI Johnson Controls International	$994		0.0%	12,603	0.3%	Construction
ABBNY ABB	$970	$970 ▲	New Holding	18,073	0.3%	Industrial Products
RZV Invesco S&P SmallCap 600 Pure Value ETF	$959	$8 ▼	-0.8%	8,615	0.3%	ETF
NGG National Grid	$943	$152 ▲	19.2%	15,874	0.3%	Utilities
LYB LyondellBasell Industries	$910	$104 ▼	-10.3%	12,254	0.3%	Basic Materials
LINDE PLC F	$909	$156 ▲	20.7%	2,173	0.3%	FGO
UNP Union Pacific	$902		0.0%	3,959	0.3%	Transportation
MDLZ Mondelez International	$899	$20 ▲	2.3%	15,065	0.3%	Consumer Staples
KOF Coca-Cola FEMSA	$838	$56 ▼	-6.2%	10,765	0.2%	Consumer Staples
PEP PepsiCo	$803		0.0%	5,281	0.2%	Consumer Staples
KO Coca-Cola	$791	$22 ▼	-2.7%	12,720	0.2%	Consumer Staples
LOGI Logitech International	$785	$73 ▲	10.3%	9,539	0.2%	Computer and Technology
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES	$775	$775 ▲	New Holding	775,683	0.2%	MMN
PSO Pearson	$773	$253 ▲	48.8%	47,960	0.2%	Consumer Discretionary
COOP Mr. Cooper Group	$751		0.0%	7,832	0.2%	Finance
CAT Caterpillar	$724		0.0%	1,996	0.2%	Industrial Products
TGT Target	$724		0.0%	5,357	0.2%	Retail/Wholesale
ORCL Oracle	$685		0.0%	4,113	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

About MarketBeat

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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