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 26.39% of Lester Murray Antman dba SimplyRich's stock portfolio.
- Added to shares of these 10 stocks: USMV (+$15M), EEMV (+$14M), EFAV (+$13M), REET (+$7.8M), RSP, ACWV, VNQ, RWO, RZV, SONY.
- Started 36 new stock positions in AMCR, FNDX, RSP, TCOM, WPM, RWO, TXN, IDXX, EFAV, RDY.
- Reduced shares in these 10 stocks: , SQM, WFG, RTO, NICE, TAK, TGS, FSLY, , CNI.
- Sold out of its positions in Activision Blizzard, FSLY, NICE, RTO, SQM, TAK, VLO, WFG.
- Lester Murray Antman dba SimplyRich was a net buyer of stock by $64M.
- Lester Murray Antman dba SimplyRich has $291M in assets under management (AUM), dropping by 41.04%.
- Central Index Key (CIK): 0001725888
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Portfolio Holdings for Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich holds 173 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $21M | 111k | 192.53 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 5.1 | $15M | NEW | 190k | 78.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $14M | 100k | 140.93 |
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| Ishares Msci Emerg Mrkt (EEMV) | 4.7 | $14M | NEW | 244k | 55.59 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 4.5 | $13M | NEW | 188k | 69.34 |
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| Microsoft Corporation (MSFT) | 3.4 | $9.9M | 26k | 376.02 |
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| Novo-nordisk A S Adr (NVO) | 3.1 | $9.0M | 87k | 103.45 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $8.6M | 62k | 139.69 |
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| UnitedHealth (UNH) | 2.7 | $8.0M | 15k | 526.44 |
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| Ishares Tr Global Reit Etf (REET) | 2.7 | $7.8M | NEW | 324k | 24.18 |
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| Visa Com Cl A (V) | 2.1 | $6.2M | 24k | 260.35 |
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| Home Depot (HD) | 2.0 | $5.8M | 17k | 346.56 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $4.1M | NEW | 26k | 157.82 |
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| Cigna Corp (CI) | 1.3 | $3.8M | 13k | 299.44 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $3.7M | 35k | 104.00 |
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| Cgi Cl A Sub Vtg (GIB) | 1.1 | $3.2M | 30k | 107.22 |
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| McDonald's Corporation (MCD) | 1.0 | $3.1M | 10k | 296.47 |
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| Relx Sponsored Adr (RELX) | 1.0 | $3.0M | 76k | 39.65 |
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| Anthem (ELV) | 1.0 | $2.8M | 6.0k | 471.53 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $2.8M | 8.1k | 350.89 |
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| Nike CL B (NKE) | 1.0 | $2.8M | 26k | 108.59 |
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| Amgen (AMGN) | 0.9 | $2.6M | 9.2k | 288.02 |
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| Vipshop Holdings Sponsored Ads A (VIPS) | 0.9 | $2.6M | 144k | 17.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.5M | 7.1k | 356.70 |
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| Southern Copper Corporation (SCCO) | 0.8 | $2.4M | 28k | 86.06 |
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| Comcast Corp Cl A (CMCSA) | 0.8 | $2.3M | 53k | 43.86 |
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| McKesson Corporation (MCK) | 0.8 | $2.3M | 5.0k | 463.05 |
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| Wal-Mart Stores (WMT) | 0.8 | $2.3M | 15k | 157.63 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $2.2M | 5.2k | 426.58 |
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| TJX Companies (TJX) | 0.8 | $2.2M | 23k | 93.80 |
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| Canadian Natl Ry (CNI) | 0.7 | $2.1M | -5% | 17k | 125.66 |
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| Lauder Estee Cos Cl A (EL) | 0.7 | $2.1M | -2% | 14k | 146.23 |
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| Archer Daniels Midland Company (ADM) | 0.7 | $1.9M | 26k | 72.22 |
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| Paccar (PCAR) | 0.6 | $1.8M | 19k | 97.66 |
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| Ferrari Nv Ord (RACE) | 0.6 | $1.8M | 5.4k | 338.42 |
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| Shell Spon Ads (SHEL) | 0.6 | $1.7M | 27k | 65.81 |
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| Amazon (AMZN) | 0.6 | $1.7M | 11k | 151.95 |
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| Toyota Motor Corp Ads (TM) | 0.6 | $1.7M | 9.3k | 183.38 |
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| Cisco Systems (CSCO) | 0.6 | $1.6M | 32k | 50.53 |
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| Novartis Sponsored Adr (NVS) | 0.6 | $1.6M | 16k | 100.95 |
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| Cme (CME) | 0.6 | $1.6M | 7.6k | 210.60 |
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| FedEx Corporation (FDX) | 0.5 | $1.6M | 6.2k | 252.96 |
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| Chubb (CB) | 0.5 | $1.6M | 6.9k | 225.93 |
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| Unilever Spon Adr New (UL) | 0.5 | $1.6M | 32k | 48.49 |
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| Intercontinental Exchange (ICE) | 0.5 | $1.6M | 12k | 128.42 |
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| Motorola Solutions Com New (MSI) | 0.5 | $1.5M | 4.9k | 313.00 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.5 | $1.4M | NEW | 14k | 100.35 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $1.4M | 1.9k | 756.70 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $1.4M | 3.1k | 468.21 |
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| Rb Global (RBA) | 0.5 | $1.4M | 21k | 66.89 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $1.4M | NEW | 16k | 88.34 |
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| Micron Technology (MU) | 0.5 | $1.4M | 16k | 85.35 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $1.3M | 14k | 95.06 |
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| PNC Financial Services (PNC) | 0.4 | $1.3M | 8.3k | 154.82 |
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| Fiserv (FI) | 0.4 | $1.3M | 9.4k | 132.83 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.2M | 2.7k | 453.28 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.2M | 15k | 84.15 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.2M | 1.9k | 660.01 |
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| Automatic Data Processing (ADP) | 0.4 | $1.2M | 5.2k | 232.99 |
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| Take-Two Interactive Software (TTWO) | 0.4 | $1.2M | 7.6k | 160.98 |
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| Paypal Holdings (PYPL) | 0.4 | $1.2M | 19k | 61.42 |
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| AFLAC Incorporated (AFL) | 0.4 | $1.1M | 14k | 82.47 |
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| Sap Se Spon Adr (SAP) | 0.4 | $1.1M | 7.4k | 154.58 |
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| Astrazeneca Sponsored Adr (AZN) | 0.4 | $1.1M | 17k | 67.34 |
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| Illinois Tool Works (ITW) | 0.4 | $1.1M | 4.3k | 262.01 |
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| National Grid Sponsored Adr Ne (NGG) | 0.4 | $1.1M | 16k | 67.97 |
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| Intel Corporation (INTC) | 0.4 | $1.1M | 22k | 50.23 |
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| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.4 | $1.1M | 12k | 94.62 |
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| Walt Disney Company (DIS) | 0.4 | $1.1M | 12k | 90.27 |
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| Marsh & McLennan Companies (MMC) | 0.4 | $1.1M | 5.7k | 189.47 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $1.0M | 15k | 72.44 |
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| Thomson Reuters Corp. (TRI) | 0.4 | $1.0M | 7.1k | 146.17 |
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| Transportadora De Gas Sur Sponsored Ads B (TGS) | 0.4 | $1.0M | -17% | 68k | 15.09 |
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| Procter & Gamble Company (PG) | 0.4 | $1.0M | 7.0k | 146.61 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $1.0M | NEW | 23k | 43.72 |
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| Honda Motor Amern Shs (HMC) | 0.3 | $1.0M | 32k | 30.93 |
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| Imperial Oil Com New (IMO) | 0.3 | $987k | 17k | 57.16 |
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| Union Pacific Corporation (UNP) | 0.3 | $972k | 4.0k | 245.52 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $946k | 24k | 40.14 |
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| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.3 | $932k | NEW | 8.7k | 107.30 |
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| Sempra Energy (SRE) | 0.3 | $920k | -4% | 12k | 74.72 |
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| Pepsi (PEP) | 0.3 | $916k | 5.4k | 169.91 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $873k | +3% | 157k | 5.57 |
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| CVS Caremark Corporation (CVS) | 0.3 | $861k | +2% | 11k | 79.00 |
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| Republic Services (RSG) | 0.3 | $860k | 5.2k | 164.91 |
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| Broadcom (AVGO) | 0.3 | $839k | 752.00 | 1115.69 |
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| eBay (EBAY) | 0.3 | $838k | 19k | 43.60 |
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| Abb Sponsored Adr (ABBNY) | 0.3 | $801k | 18k | 44.32 |
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| Sony Group Corporation Sponsored Adr (SONY) | 0.3 | $771k | NEW | 8.1k | 94.65 |
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| Target Corporation (TGT) | 0.3 | $763k | 5.4k | 142.43 |
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| Coca-Cola Company (KO) | 0.3 | $754k | -4% | 13k | 58.95 |
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| Linde SHS (LIN) | 0.3 | $729k | +67% | 1.8k | 410.47 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $726k | 13k | 57.61 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $699k | 10k | 67.35 |
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| D.R. Horton (DHI) | 0.2 | $698k | 4.6k | 151.90 |
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| Logitech Intl S A SHS (LOGI) | 0.2 | $666k | 7.0k | 95.09 |
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| Infosys Sponsored Adr (INFY) | 0.2 | $643k | +6% | 35k | 18.39 |
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| Euronav Nv SHS (EURN) | 0.2 | $638k | 36k | 17.60 |
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| Centrais Eletricas Brasileir Sponsored Adr (EBR) | 0.2 | $628k | -7% | 73k | 8.62 |
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| Ishares Tr Intl Devppty Etf (WPS) | 0.2 | $613k | NEW | 21k | 28.67 |
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| Caterpillar (CAT) | 0.2 | $590k | 2.0k | 295.59 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $589k | 3.9k | 152.87 |
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| Orix Corp Sponsored Adr (IX) | 0.2 | $586k | 6.3k | 93.33 |
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| Merck & Co (MRK) | 0.2 | $547k | 5.0k | 108.94 |
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| Willis Towers Watson SHS (WTW) | 0.2 | $539k | -15% | 2.2k | 241.16 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $529k | NEW | 3.1k | 170.54 |
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| Mr Cooper Group (COOP) | 0.2 | $510k | 7.8k | 65.12 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $510k | NEW | 8.0k | 63.79 |
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| Vale S A Sponsored Ads (VALE) | 0.2 | $510k | +105% | 32k | 15.85 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $509k | NEW | 6.2k | 82.07 |
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| International Business Machines (IBM) | 0.2 | $504k | 3.1k | 163.53 |
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| Amcor Ord (AMCR) | 0.2 | $501k | NEW | 52k | 9.64 |
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| Aon Shs Cl A (AON) | 0.2 | $498k | 1.7k | 291.06 |
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| Waste Management (WM) | 0.2 | $497k | 2.8k | 179.16 |
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| Emerson Electric (EMR) | 0.2 | $487k | 5.0k | 97.24 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $473k | 3.4k | 139.12 |
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| Sirius Xm Holdings (SIRI) | 0.2 | $463k | 85k | 5.47 |
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| Telefonica S A Sponsored Adr (TEF) | 0.2 | $458k | 118k | 3.90 |
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| Aptiv SHS (APTV) | 0.2 | $458k | 5.1k | 89.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $452k | NEW | 952.00 | 474.79 |
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| Oracle Corporation (ORCL) | 0.1 | $434k | 4.1k | 105.52 |
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| Dr Reddys Labs Adr (RDY) | 0.1 | $411k | NEW | 5.9k | 69.61 |
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| Rogers Communications CL B (RCI) | 0.1 | $407k | -9% | 8.7k | 46.76 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.1 | $403k | 22k | 18.54 |
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| Alcon Ord Shs (ALC) | 0.1 | $391k | 5.0k | 78.12 |
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| Capital One Financial (COF) | 0.1 | $385k | 2.9k | 131.00 |
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| Meta Platforms Cl A (META) | 0.1 | $375k | 1.1k | 354.11 |
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| Cardinal Health (CAH) | 0.1 | $373k | 3.7k | 100.81 |
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| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $370k | 9.5k | 39.12 |
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| Diageo Spon Adr New (DEO) | 0.1 | $361k | 2.5k | 145.51 |
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| Haleon Spon Ads (HLN) | 0.1 | $358k | NEW | 43k | 8.24 |
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| Pearson Sponsored Adr (PSO) | 0.1 | $356k | 29k | 12.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $354k | NEW | 811.00 | 436.50 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $344k | NEW | 3.3k | 103.18 |
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| SYSCO Corporation (SYY) | 0.1 | $337k | 4.6k | 73.15 |
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| Netease Sponsored Ads (NTES) | 0.1 | $330k | 3.5k | 93.30 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $322k | NEW | 4.3k | 74.36 |
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| General Dynamics Corporation (GD) | 0.1 | $312k | 1.2k | 259.35 |
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| Garmin SHS (GRMN) | 0.1 | $312k | 2.4k | 128.50 |
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| Open Text Corp (OTEX) | 0.1 | $311k | 7.4k | 42.00 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $310k | 4.5k | 68.74 |
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| Te Connectivity SHS (TEL) | 0.1 | $309k | 2.2k | 140.45 |
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| Public Storage (PSA) | 0.1 | $306k | 1.0k | 305.08 |
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| Verizon Communications (VZ) | 0.1 | $283k | +4% | 7.5k | 37.73 |
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| AutoZone (AZO) | 0.1 | $282k | 109.00 | 2587.16 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $280k | NEW | 4.5k | 61.95 |
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $272k | 2.1k | 130.27 |
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| Keysight Technologies (KEYS) | 0.1 | $270k | 1.7k | 158.82 |
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| Nutrien (NTR) | 0.1 | $265k | NEW | 4.7k | 56.41 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $264k | -6% | 498.00 | 530.12 |
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| Expeditors International of Washington (EXPD) | 0.1 | $259k | 2.0k | 127.34 |
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| Hollysys Automation Tchngy L SHS (HOLI) | 0.1 | $259k | NEW | 9.8k | 26.38 |
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| United Parcel Service CL B (UPS) | 0.1 | $254k | -14% | 1.6k | 157.37 |
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| Lam Research Corporation (LRCX) | 0.1 | $254k | 324.00 | 783.95 |
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| Biontech Se Sponsored Ads (BNTX) | 0.1 | $252k | NEW | 2.4k | 105.40 |
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| Gold Fields Sponsored Adr (GFI) | 0.1 | $252k | NEW | 17k | 14.46 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $250k | 6.2k | 40.60 |
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| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.1 | $250k | NEW | 5.0k | 50.00 |
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| O'reilly Automotive (ORLY) | 0.1 | $239k | 252.00 | 948.41 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $237k | NEW | 5.9k | 40.24 |
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| Sun Life Financial (SLF) | 0.1 | $232k | 4.5k | 51.86 |
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| Philip Morris International (PM) | 0.1 | $229k | 2.4k | 94.20 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $225k | 3.8k | 59.21 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $224k | NEW | 15k | 15.25 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $214k | NEW | 1.3k | 170.25 |
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| Trip Com Group Ads (TCOM) | 0.1 | $210k | NEW | 5.8k | 36.02 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $210k | NEW | 75k | 2.80 |
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| Baidu Spon Adr Rep A (BIDU) | 0.1 | $210k | -7% | 1.8k | 119.25 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $208k | NEW | 1.1k | 191.00 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $207k | NEW | 4.2k | 49.27 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $203k | NEW | 6.9k | 29.36 |
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| IDEXX Laboratories (IDXX) | 0.1 | $202k | NEW | 364.00 | 554.95 |
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| Danaher Corporation (DHR) | 0.1 | $200k | +4% | 865.00 | 231.21 |
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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 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
- Lester Murray Antman dba SimplyRich 2020 Q1 filed May 6, 2020