Lester Murray Antman dba SimplyRich

Latest statistics and disclosures from Lester Murray Antman dba SimplyRich's latest quarterly 13F-HR filing:

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Positions held by Lester Murray Antman dba SimplyRich consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 170 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.8 $15M 112k 129.93
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol Factor Etf (USMV) 5.0 $13M -2% 175k 72.10
Ishares Inc Msci Emerging Markets Min V Msci Emerging Markets Min V (EEMV) 4.6 $12M 216k 53.05
Ishares Trust Msci Eafe Min Vol Factor Etf Msci Eafe Min Vol Factor Etf (EFAV) 4.3 $11M 169k 63.58
Ishares Trust Global Reit Etf Global Reit Etf (REET) 3.7 $9.3M 411k 22.71
Alphabet Inc Com Cl C Com Cl C (GOOG) 3.6 $8.9M 101k 88.73
UnitedHealth (UNH) 3.2 $8.1M 15k 530.12
Microsoft Corporation (MSFT) 2.5 $6.4M 27k 239.80
Novo Nordisk A/s Adr Sponsored (NVO) 2.3 $5.8M 43k 135.33
Alphabet Inc Com Cl A Com Cl A (GOOGL) 2.2 $5.5M 62k 88.22
Home Depot (HD) 2.1 $5.3M 17k 315.85
Visa Inc Com Cl A Com Cl A (V) 2.0 $4.9M 24k 207.73
Cigna Corp (CI) 1.7 $4.2M 13k 331.29
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP) 1.5 $3.7M 26k 141.23

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Estee Lauder Companies Inc Com Cl A Com Cl A (EL) 1.4 $3.6M 15k 248.05
Anthem (ELV) 1.2 $3.1M 6.0k 512.85
Nike Inc Com Cl B Com Cl B (NKE) 1.2 $3.0M 26k 117.01
McDonald's Corporation (MCD) 1.1 $2.7M 10k 263.43
Taiwan Semiconductor Manufactu Adr Sponsored (TSM) 1.0 $2.6M +2% 35k 74.48
Cgi Inc Com Cl A Com Cl A (GIB) 1.0 $2.5M 29k 86.10
Archer Daniels Midland Company (ADM) 1.0 $2.4M 26k 92.84
Amgen (AMGN) 1.0 $2.4M 9.2k 262.62
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) 0.9 $2.2M 7.1k 308.85
Canadian Natl Ry (CNI) 0.9 $2.2M +7% 18k 118.85
Accenture (ACN) 0.9 $2.2M 8.1k 266.81
Lvmh Moet Hennessy Vuitton Se Adr Unsponsored Adr Unsponsored (LVMUY) 0.9 $2.1M 15k 144.86
Wal-Mart Stores (WMT) 0.8 $2.1M 15k 141.74
Relx Adr Sponsored (RELX) 0.8 $2.1M 74k 27.71
Vipshop Hldgs Adr (VIPS) 0.8 $2.0M +346% 144k 13.64
McKesson Corporation (MCK) 0.7 $1.9M 5.0k 374.95
Comcast Corp Com Cl A Com Cl A (CMCSA) 0.7 $1.9M 53k 34.96
TJX Companies (TJX) 0.7 $1.9M 23k 79.59
Mastercard Incorporated Com Cl A Com Cl A (MA) 0.7 $1.8M 5.2k 347.54
Southern Copper Corporation (SCCO) 0.7 $1.7M 28k 60.37
Northrop Grumman Corporation (NOC) 0.7 $1.7M 3.1k 545.40
Willis Towers Watson (WTW) 0.7 $1.7M 6.7k 244.52
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.7 $1.6M 20k 82.45
Unilever Adr Sponsored (UL) 0.6 $1.6M 32k 50.33
Shell Adr Sponsored (SHEL) 0.6 $1.5M 27k 56.94
Cisco Systems (CSCO) 0.6 $1.5M 32k 47.61
Novartis Adr Sponsored (NVS) 0.6 $1.5M -5% 16k 90.71
Raytheon Technologies Corp (RTX) 0.6 $1.5M 15k 100.91
Nippon Tel & Tel Corp Adr Sponsored (NTTYY) 0.6 $1.4M 51k 28.25
Paypal Holdings (PYPL) 0.5 $1.3M 19k 71.19
Lockheed Martin Corporation (LMT) 0.5 $1.3M 2.8k 486.40
PNC Financial Services (PNC) 0.5 $1.3M 8.3k 157.84
Nice Adr Sponsored (NICE) 0.5 $1.3M +328% 6.7k 192.18
Cme (CME) 0.5 $1.3M 7.6k 168.14
Ritchie Bros. Auctioneers Inco (RBA) 0.5 $1.3M +348% 22k 57.81
Toyota Motor Corp Adr Unsponsored Adr Unsponsored (TM) 0.5 $1.3M +6% 9.3k 136.54
Motorola Solutions (MSI) 0.5 $1.3M 4.9k 257.55
Paccar (PCAR) 0.5 $1.2M 13k 98.95
Automatic Data Processing (ADP) 0.5 $1.2M 5.2k 238.67
Intercontinental Exchange (ICE) 0.5 $1.2M 12k 102.52
Chubb (CB) 0.5 $1.2M 5.5k 220.58
Silicon Motion Technology Corp Adr (SIMO) 0.5 $1.2M +199% 18k 64.99
Astrazeneca Adr Sponsored (AZN) 0.5 $1.1M 17k 67.75
Industries N shs - a - (LYB) 0.5 $1.1M 14k 82.98
Ferrari Nv Ord (RACE) 0.4 $1.1M NEW 5.1k 214.04
FedEx Corporation (FDX) 0.4 $1.1M 6.2k 173.07
Procter & Gamble Company (PG) 0.4 $1.1M 7.0k 151.50
Walt Disney Company (DIS) 0.4 $1.0M 12k 86.87
Asml Holding Nv Adr Sponsored (ASML) 0.4 $1.0M -6% 1.9k 545.98
CVS Caremark Corporation (CVS) 0.4 $1.0M 11k 93.17
AFLAC Incorporated (AFL) 0.4 $1.0M 14k 71.89
Sempra Energy (SRE) 0.4 $996k 6.4k 154.54
Ishares Inc Msci Gbl Min Vol Etf Msci Gbl Min Vol Etf (ACWV) 0.4 $985k 10k 94.93
Pepsi (PEP) 0.4 $973k 5.4k 180.49
Sociedad Quimica Y Minera De C Adr Sponsored (SQM) 0.4 $969k -12% 12k 79.77
Mondelez Intl Inc Com Cl A Com Cl A (MDLZ) 0.4 $964k 15k 66.64
Fiserv (FISV) 0.4 $955k 9.5k 101.06
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.4 $950k 23k 40.88
Amazon (AMZN) 0.4 $947k 11k 83.95
Marsh & McLennan Companies (MMC) 0.4 $945k 5.7k 165.47
Illinois Tool Works (ITW) 0.4 $940k 4.3k 220.30
Berkshire Hathaway Inc Com Cl A Com Cl A (BRK.A) 0.4 $937k 2.00 468500.00
Thomson Reuters Corp (TRI) 0.3 $848k 7.4k 113.96
Coca-Cola Company (KO) 0.3 $847k -4% 13k 63.58
Imperial Oil (IMO) 0.3 $841k 17k 48.71
Costco Wholesale Corporation (COST) 0.3 $836k 1.8k 456.08
Union Pacific Corporation (UNP) 0.3 $829k -8% 4.0k 206.94
National Grid Adr Sponsored (NGG) 0.3 $828k +111% 14k 60.30
Johnson Controls International Plc equity (JCI) 0.3 $806k 13k 63.95
Target Corporation (TGT) 0.3 $798k -9% 5.4k 148.96
eBay (EBAY) 0.3 $797k 19k 41.47
Micron Technology (MU) 0.3 $794k 16k 49.94
Transportadora De Gas Del Sur Adr (TGS) 0.3 $790k +3% 67k 11.80
Take-Two Interactive Software (TTWO) 0.3 $787k 7.6k 104.10
Coca-cola Femsa S.a.b. De C.v Adr Sponsored (KOF) 0.3 $779k 12k 67.87
Invesco Exchange Traded Fd Tr S&p Sml600 Val Etf S&p Sml600 Val Etf (RZV) 0.3 $779k 8.8k 88.32
Infosys Adr Sponsored (INFY) 0.3 $772k +5% 43k 17.99
Activision Blizzard (ATVI) 0.3 $767k 10k 76.49
Sap Se Adr Sponsored (SAP) 0.3 $761k 7.4k 103.19
Brookfield Corporation Com Cl A Com Cl A 0.3 $741k NEW 24k 31.44
Diageo Adr Sponsored (DEO) 0.3 $673k +42% 3.8k 178.14
Republic Services (RSG) 0.3 $672k 5.2k 128.86
British American Tobacco Adr Sponsored (BTI) 0.3 $634k +34% 16k 39.93
Centrais Eletricas Brasileiras Adr Sponsored (EBR) 0.2 $627k 79k 7.92
Ishares Trust Intl Devppty Etf Intl Devppty Etf (WPS) 0.2 $588k 22k 27.33
Euronav Sa (EURN) 0.2 $586k 34k 17.02
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.2 $586k NEW 9.4k 62.17
Intel Corporation (INTC) 0.2 $580k -11% 22k 26.40
Rogers Communications Inc Com Cl B Com Cl B (RCI) 0.2 $566k NEW 12k 46.79
Sendas Distribuidora Adr Sponsored (ASAI) 0.2 $559k +50% 31k 18.28
Merck & Co (MRK) 0.2 $557k 5.0k 110.93
Biontech Se Adr (BNTX) 0.2 $556k +112% 3.7k 149.99
Abb Adr Sponsored (ABB) 0.2 $550k 18k 30.43
Bridgestone Corp Adr Unsponsored Adr Unsponsored (BRDCY) 0.2 $543k 31k 17.63
Sirius Xm Holdings (SIRI) 0.2 $538k 92k 5.84
Ishares Trust 1 3 Yr Treas Bd Etf 1 3 Yr Treas Bd Etf (SHY) 0.2 $519k -9% 6.4k 81.06
Aon Com Cl A (AON) 0.2 $513k 1.7k 299.82
Agilent Technologies Inc C ommon (A) 0.2 $508k 3.4k 149.41
Orix Corporation Adr Sponsored (IX) 0.2 $505k -4% 6.3k 80.43
Emerson Electric (EMR) 0.2 $481k 5.0k 96.05
Caterpillar (CAT) 0.2 $478k -3% 2.0k 239.48
Delphi Automotive Inc international (APTV) 0.2 $475k 5.1k 93.08
Vanguard Div App Etf Div App Etf (VIG) 0.2 $471k 3.1k 151.84
Wisdomtree Trust Intl Smcap Div Etf Intl Smcap Div Etf (DLS) 0.2 $463k 8.0k 57.91
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $459k NEW 3.6k 126.06
Waste Management (WM) 0.2 $436k 2.8k 156.55
International Business Machines (IBM) 0.2 $428k 3.0k 140.88
Broadcom (AVGO) 0.2 $420k -6% 752.00 558.51
D.R. Horton (DHI) 0.2 $409k 4.6k 89.01
America Movil Sab De Cv Adr Sponsored (AMX) 0.2 $395k +31% 22k 18.17
Komatsu Adr Sponsored (KMTUY) 0.2 $379k 18k 21.53
Charles Schwab Corporation (SCHW) 0.2 $378k 4.5k 83.24
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY) 0.1 $364k 952.00 382.35
SYSCO Corporation (SYY) 0.1 $352k 4.6k 76.41
Wipro Adr Sponsored (WIT) 0.1 $347k NEW 75k 4.66
Chunghwa Telecom Adr Sponsored (CHT) 0.1 $346k 9.5k 36.58
Basf Se Adr Sponsored (BASFY) 0.1 $344k 28k 12.29
Allianz Se Adr Unsponsored Adr Unsponsored (ALIZY) 0.1 $341k 16k 21.41
Oracle Corporation (ORCL) 0.1 $336k 4.1k 81.69
Telefonica Sa Adr Sponsored (TEF) 0.1 $335k NEW 94k 3.56
United Parcel Service Inc Com Cl B Com Cl B (UPS) 0.1 $326k 1.9k 173.50
Alcon (ALC) 0.1 $325k NEW 4.7k 68.51
Mr Cooper Group (COOP) 0.1 $314k 7.8k 40.09
Ishares Trust Sp Smcp600vl Etf Sp Smcp600vl Etf (IJS) 0.1 $304k 3.3k 91.18
America Movil Sab De Cv Contra Do Not Sell Contra Do Not Sell 0.1 $303k NEW 17k 18.39
General Dynamics Corporation (GD) 0.1 $298k 1.2k 247.71
Vale Adr Sponsored (VALE) 0.1 $297k NEW 18k 16.95
Thermo Fisher Scientific (TMO) 0.1 $292k -24% 532.00 548.87
Keysight Technologies (KEYS) 0.1 $290k 1.7k 170.59
Liberty Media Corp Delaware Com C Siriusxm (LSXMK) 0.1 $285k 7.3k 39.04
Cardinal Health (CAH) 0.1 $284k 3.7k 76.76
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $284k 811.00 350.19
Verizon Communications (VZ) 0.1 $276k 7.0k 39.38
Capital One Financial (COF) 0.1 $273k 2.9k 92.89
Public Storage Com Usd0.10 Com Usd0.10 (PSA) 0.1 $271k 969.00 279.67
AutoZone (AZO) 0.1 $268k 109.00 2458.72
Linde (LIN) 0.1 $258k NEW 791.00 326.17
Mowi Asa Adr Sponsored (MHGVY) 0.1 $256k NEW 15k 16.95
Rentokil Initial Adr Sponsored (RTO) 0.1 $256k NEW 8.3k 30.81
Te Connectivity Ltd for (TEL) 0.1 $252k 2.2k 114.55
West Fraser Timb (WFG) 0.1 $247k NEW 3.4k 72.05
Philip Morris International (PM) 0.1 $246k 2.4k 101.19
Schwab Strategic Tr Schwab Fdt Us Lg Etf Schwab Fdt Us Lg Etf (FNDX) 0.1 $241k 4.5k 53.32
Invesco Db Multi-sector Comm T Precious Metal Etf Precious Metal Etf (DBP) 0.1 $240k 5.0k 48.00
Danaher Corporation (DHR) 0.1 $229k 865.00 264.74
Garmin (GRMN) 0.1 $221k NEW 2.4k 92.05
Open Text Corp (OTEX) 0.1 $219k NEW 7.4k 29.52
Sun Hung Kai Properties Adr Sponsored (SUHJY) 0.1 $213k NEW 16k 13.57
Magna Intl Inc cl a (MGA) 0.1 $213k NEW 3.8k 56.05
O'reilly Automotive (ORLY) 0.1 $212k NEW 252.00 841.27
Sun Life Financial (SLF) 0.1 $211k NEW 4.5k 46.40
Wal-mart De Mexico Sab De Cv Adr Sponsored (WMMVY) 0.1 $210k 6.0k 35.00
Texas Instruments Incorporated (TXN) 0.1 $207k NEW 1.3k 164.81
Ambev Sa Adr Sponsored (ABEV) 0.1 $204k 75k 2.72
Companhia De Saneamento Basico Adr Sponsored (SBS) 0.1 $203k NEW 19k 10.63
Baidu Adr (BIDU) 0.1 $200k NEW 1.8k 114.22

Past Filings by Lester Murray Antman dba SimplyRich

SEC 13F filings are viewable for Lester Murray Antman dba SimplyRich going back to 2017

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