Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of Sept. 30, 2024

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 221 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.1 $26M 110k 233.00
Ishares Msci Usa Min Volfctr Etf Uie (USMV) 4.8 $17M 190k 91.31
Alphabet Inc Class C cs (GOOG) 4.6 $17M 100k 167.18
Ishs Msci Emerg Mrkt Minvol Fct Etf Uie (EEMV) 4.4 $16M 251k 62.70
Ishares Msci Eaf Min Volfct Etf Uie (EFAV) 4.2 $15M 196k 76.70
Microsoft Corporation (MSFT) 3.2 $11M 26k 430.28
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) 2.9 $10M 86k 119.07
Alphabet Inc Class A cs (GOOGL) 2.9 $10M 62k 165.85
UnitedHealth (UNH) 2.5 $8.9M 15k 584.65
Ishs Trust-glo.r Etf Uie (REET) 2.1 $7.5M 281k 26.69
Home Depot (HD) 1.9 $6.9M 17k 405.19
Visa (V) 1.8 $6.5M 24k 274.94
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 1.7 $6.1M 35k 173.65
Invsc S P 500 Equal Weight Etf Uie (RSP) 1.3 $4.7M 26k 179.16
Cigna Corp (CI) 1.2 $4.3M 13k 346.37
Relx Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RELX) 1.1 $3.8M 81k 47.45
Wal-Mart Stores (WMT) 1.0 $3.7M 46k 80.73
Cgi Inc Fclass A FGC (GIB) 1.0 $3.5M 30k 114.95
Berkshire Hathaway (BRK.B) 0.9 $3.3M 7.2k 460.24
McDonald's Corporation (MCD) 0.9 $3.3M 11k 304.47
Anthem (ELV) 0.9 $3.3M 6.3k 519.89
Southern Copper Corporation (SCCO) 0.9 $3.2M 28k 115.65
Amgen (AMGN) 0.8 $2.9M 9.1k 322.15
Accenture Plc Ireland Fclass A Fgo (ACN) 0.8 $2.9M 8.1k 353.36
TJX Companies (TJX) 0.8 $2.7M 23k 117.52
MasterCard Incorporated (MA) 0.7 $2.5M 5.2k 493.61
McKesson Corporation (MCK) 0.7 $2.5M 5.1k 494.36
Ferrari N V New F Fgo (RACE) 0.7 $2.5M 5.3k 470.01
Vipshop Hldgs Ltd Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (VIPS) 0.7 $2.4M 150k 15.73
Motorola Solutions (MSI) 0.6 $2.3M 5.1k 449.54
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (LVMUY) 0.6 $2.3M 15k 153.58
Nike (NKE) 0.6 $2.2M 25k 88.37
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.6 $2.2M 34k 64.96
Comcast Corporation (CMCSA) 0.6 $2.2M 53k 41.76
Amazon (AMZN) 0.6 $2.1M 11k 186.26
Canadian Natl Ry Co F FGC (CNI) 0.6 $2.1M 18k 117.12
Chubb Ltd F Fgo (CB) 0.6 $2.0M 7.0k 288.38
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVS) 0.5 $1.9M 17k 115.00
Paccar (PCAR) 0.5 $1.9M 20k 98.65
Shell Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (SHEL) 0.5 $1.9M 29k 65.94
Intercontinental Exchange (ICE) 0.5 $1.9M 12k 160.57
Costco Wholesale Corporation (COST) 0.5 $1.9M 2.1k 886.14
Cisco Systems (CSCO) 0.5 $1.8M 35k 53.19
Lockheed Martin Corporation (LMT) 0.5 $1.8M 3.1k 584.29
AFLAC Incorporated (AFL) 0.5 $1.8M 16k 111.79
Cme (CME) 0.5 $1.8M 8.1k 220.56
Raytheon Technologies Corp (RTX) 0.5 $1.7M 14k 121.13
Ishares Msci Global Min Vol Fct Etf Uie (ACWV) 0.5 $1.7M 15k 114.47
Toyota Mtr Corp Fsponsored Adr 1 Adr Reps 10 Ord Adr (TM) 0.5 $1.7M 9.6k 178.52
FedEx Corporation (FDX) 0.5 $1.7M 6.2k 273.62
Fiserv (FI) 0.5 $1.7M 9.4k 179.55
Sap Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (SAP) 0.5 $1.7M 7.4k 229.02
Automatic Data Processing (ADP) 0.5 $1.7M 6.1k 276.62
Rb Global Inc F FGC (RBA) 0.5 $1.7M 21k 80.47
Micron Technology (MU) 0.5 $1.6M 16k 103.65
Northrop Grumman Corporation (NOC) 0.5 $1.6M 3.1k 527.88
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (ASML) 0.4 $1.6M 1.9k 832.90
PNC Financial Services (PNC) 0.4 $1.5M 8.3k 184.74
Vanguard Real Estate Etf Uie (VNQ) 0.4 $1.5M 15k 97.37
Paypal Holdings (PYPL) 0.4 $1.5M 19k 78.01
1/100 Berkshire Htwy Cla 100 0.4 $1.4M 200.00 6910.00
Marsh & McLennan Companies (MMC) 0.4 $1.4M 6.1k 222.96
Infosys Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (INFY) 0.4 $1.4M 61k 22.27
Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (AZN) 0.4 $1.3M 17k 77.91
Lyondellbasell Industr Fclass A Fgo (LYB) 0.4 $1.3M 14k 95.87
Broadcom (AVGO) 0.4 $1.3M 7.5k 172.47
Nippon Teleg & Tel Cor Fsponsored Adr 1 Adr Reps 25 Ord Adr (NTTYY) 0.4 $1.3M 51k 25.58
Brookfield Corp Fclass A FGC (BN) 0.3 $1.3M 24k 53.12
eBay (EBAY) 0.3 $1.3M 19k 65.09
Imperial Oil Ltd F FGC (IMO) 0.3 $1.2M 17k 70.43
Estee Lauder Companies (EL) 0.3 $1.2M 12k 99.68
Thomson Reuters Corp F FGC (TRI) 0.3 $1.2M 7.1k 170.48
Procter & Gamble Company (PG) 0.3 $1.2M 6.9k 173.16
Transportadora De Gas Fsponsored Adr 1 Adr Reps 5 Ord Adr (TGS) 0.3 $1.2M 65k 18.34
Mondelez Int (MDLZ) 0.3 $1.2M 16k 73.63
Take-Two Interactive Software (TTWO) 0.3 $1.2M 7.6k 153.70
Walt Disney Company (DIS) 0.3 $1.1M 12k 96.19
Sempra Energy (SRE) 0.3 $1.1M 14k 83.58
Ntnl Grid Plc Fsponsored Adr 1 Adr Reps 5 Ord Adr (NGG) 0.3 $1.1M 16k 69.67
Illinois Tool Works (ITW) 0.3 $1.1M 4.3k 262.01
Spdr Dow Jone Global Real Estate Etf Uie (RWO) 0.3 $1.1M 23k 47.51
International Business Machines (IBM) 0.3 $1.1M 4.8k 220.98
Wipro Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (WIT) 0.3 $1.1M 163k 6.48
Republic Services (RSG) 0.3 $1.0M 5.2k 200.77
Abb Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (ABBNY) 0.3 $1.0M 18k 57.88
Linde Plc F Fgo (LIN) 0.3 $1.0M 2.1k 476.64
Honda Mtr Ltd Fsponsored Adr 1 Adr Reps 3 Ord Adr (HMC) 0.3 $985k 31k 31.70
Johnson Controls Inter F Fgo (JCI) 0.3 $978k 13k 77.60
Union Pacific Corporation (UNP) 0.3 $975k 4.0k 246.27
Coca-cola Femsa S A B Fsponsored Adr 1 Adr Reps 10 Ord Adr (KOF) 0.3 $955k 11k 88.71
Invsc Sp Smallcap 600 Pure Value Etf Uie (RZV) 0.3 $942k 8.6k 109.34
Schwab Value Advantage Money Investor Shares MMN (SWVXX) 0.3 $940k 940k 1.00
Garmin Ltd F Fgo (GRMN) 0.3 $924k 5.3k 175.97
Coca-Cola Company (KO) 0.3 $915k 13k 71.84
Pepsi (PEP) 0.3 $898k 5.3k 170.04
Totalenergies Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (TTE) 0.2 $886k 14k 64.61
D.R. Horton (DHI) 0.2 $876k 4.6k 190.64
Target Corporation (TGT) 0.2 $834k 5.4k 155.68
Caterpillar (CAT) 0.2 $780k 2.0k 390.78
Amcor Plc F Fgo (AMCR) 0.2 $740k 65k 11.33
Orix Corp Fsponsored Adr 1 Adr Reps 5 Ord Adr (IX) 0.2 $728k 6.3k 115.94
Mr Cooper Group (COOP) 0.2 $721k 7.8k 92.06
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RIO) 0.2 $706k 9.9k 71.15
Oracle Corporation (ORCL) 0.2 $700k 4.1k 170.19
Check Point Software T F Fgo (CHKP) 0.2 $694k 3.6k 192.56
Logitech Interntnl Sa F Fgo (LOGI) 0.2 $694k 7.7k 89.64
CVS Caremark Corporation (CVS) 0.2 $691k 11k 62.82
Merck & Co (MRK) 0.2 $688k 6.1k 113.55
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN) 0.2 $667k 63k 10.57
Vanguard Total Stock Mkt Idx Adm MFC (VTSAX) 0.2 $654k 4.7k 137.80
Waste Management (WM) 0.2 $642k 3.1k 207.43
Vanguard Dividend Appreciation Etf Uie (VIG) 0.2 $614k 3.1k 197.94
Willis Towers Watson P F Fgo (WTW) 0.2 $613k 2.1k 294.43
Facebook Inc cl a (META) 0.2 $606k 1.1k 572.24
Fidelity Inflation-prot Bd Index MFB (FIPDX) 0.2 $597k 64k 9.37
Bridgestone Corp Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (BRDCY) 0.2 $593k 31k 19.25
Aon Plc Fclass A Fgo (AON) 0.2 $591k 1.7k 345.41
Dodge & Cox Stock I MFC 0.2 $590k 2.2k 274.16
Alcon Inc F Fgo (ALC) 0.2 $587k 5.9k 99.93
Euronav Nv F Fgo (CMBT) 0.2 $573k 35k 16.61
Barrick Gold Corp F FGC (GOLD) 0.2 $562k 28k 19.88
Chunghwa Telecom Co Lt Fsponsored Adr 1 Adr Reps 10 Ord Adr (CHT) 0.2 $559k 14k 39.66
Emerson Electric (EMR) 0.2 $547k 5.0k 109.23
Wisdomtree Intl Smallcp Dividend Etf Uie (DLS) 0.2 $542k 7.9k 68.96
Atour Lifestyle Hldgs Funsponsored Adr 1 Adr Reps 3 Ord Adr (ATAT) 0.2 $540k 21k 25.93
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Adr (DEO) 0.2 $539k 3.8k 140.25
Telefonica S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (TEF) 0.1 $538k 111k 4.86
Tc Energy Corp Ftrades With Due Bills FGC (TRP) 0.1 $528k 11k 47.50
Eletrobras Adr Fsponsored Adr 1 Adr Reps 1 Ord Adr (EBR) 0.1 $526k 73k 7.22
Dr Reddys Labs Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (RDY) 0.1 $525k 6.6k 79.34
Allianz Se Funsponsored Adr 1 Adr Reps 0.1 Ord Adr (ALIZY) 0.1 $522k 16k 32.77
Hsbc Hldgs Plc Fsponsored Adr 1 Adr Reps 5 Ord Adr (HSBC) 0.1 $520k 12k 45.14
Texas Instruments Incorporated (TXN) 0.1 $508k 2.5k 206.17
Everest Reinsurance Gr F Fgo (EG) 0.1 $506k 1.3k 391.34
Pearson Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (PSO) 0.1 $505k 37k 13.57
Agilent Technologies Inc C ommon (A) 0.1 $504k 3.4k 148.24
Ishares 1-3 Year Treasrybond Etf Uie (SHY) 0.1 $502k 6.0k 83.02
Komatsu Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (KMTUY) 0.1 $488k 18k 27.73
Archer Daniels Midland Company (ADM) 0.1 $480k 8.0k 59.73
Sun Life Finl Inc F FGC (SLF) 0.1 $444k 7.7k 57.97
Capital One Financial (COF) 0.1 $440k 2.9k 149.71
Nomura Hldgs Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (NMR) 0.1 $436k 84k 5.22
Fomento Economico Mexi Fsponsored Adr 1 Adr Reps 10 Ord Adr (FMX) 0.1 $428k 4.3k 98.50
United Parcel Service (UPS) 0.1 $418k 3.1k 136.33
Sony Group Corp Fforward Split With Stock Split Shares Adr (SONY) 0.1 $409k 4.2k 96.44
Cardinal Health (CAH) 0.1 $408k 3.7k 110.27
Qifu Technology Inc Funsponsored Adr 1 Adr Reps 2 Ord Adr (QFIN) 0.1 $403k 14k 29.81
AutoZone (AZO) 0.1 $400k 127.00 3149.61
Spdr S&p 500 Etf Uie (SPY) 0.1 $398k 694.00 573.49
Reinsurance Group of America (RGA) 0.1 $395k 1.8k 217.39
Deere & Company (DE) 0.1 $393k 942.00 417.20
Vanguard Total World Stock Index Admiral MFC (VTWAX) 0.1 $391k 9.2k 42.32
Crh Public Limited Co F Fgo (CRH) 0.1 $378k 4.1k 92.56
Anglogold Ashanti Plc F Fgo (AU) 0.1 $376k 14k 26.59
Fabrinet F Fgo (FN) 0.1 $376k 1.6k 236.33
Verizon Communications (VZ) 0.1 $371k 8.3k 44.87
Aptiv Plc F Fgo (APTV) 0.1 $367k 5.1k 71.92
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (TCOM) 0.1 $367k 6.2k 59.36
Public Storage Reit Ret (PSA) 0.1 $364k 1.0k 362.91
General Dynamics Corporation (GD) 0.1 $363k 1.2k 301.75
Janux Therapeutics (JANX) 0.1 $361k 8.0k 45.33
SYSCO Corporation (SYY) 0.1 $359k 4.6k 77.92
Basf Se Fsponsored Adr 1 Adr Rep 0.25 Ord Adr (BASFY) 0.1 $358k 27k 13.16
First Citizens BancShares (FCNCA) 0.1 $358k 195.00 1835.90
Keysight Technologies (KEYS) 0.1 $357k 2.2k 158.74
Dell Technologies (DELL) 0.1 $347k 2.9k 118.39
America Movil S A B De Fsponsored Adr 1 Adr Reps 20 Ord Adr (AMX) 0.1 $344k 21k 16.36
Enbridge Inc F FGC (ENB) 0.1 $336k 8.3k 40.50
Ishares S&p Small Cap 600 Etf Uie (IJS) 0.1 $333k 3.1k 107.35
Te Connectivity Plc F Fgo 0.1 $332k 2.2k 150.91
Rogers Communications Fclass B FGC (RCI) 0.1 $324k 8.1k 40.16
Invesco Db Precious Metals Fund Uie (DBP) 0.1 $318k 5.0k 63.60
Biontech Se Funsponsored Adr 1 Adr Reps 1 Ord Adr (BNTX) 0.1 $318k 2.7k 118.75
Thermo Fisher Scientific (TMO) 0.1 $308k 498.00 618.47
Fidelity Total Market Index MFC (FSKAX) 0.1 $304k 1.9k 158.17
Quest Diagnostics Incorporated (DGX) 0.1 $304k 2.0k 155.18
Altria (MO) 0.1 $302k 5.9k 50.97
Intel Corporation (INTC) 0.1 $297k 13k 23.41
Genuine Parts Company (GPC) 0.1 $296k 2.1k 139.62
Brookfield Asset Mgmt Fclass A FGC (BAM) 0.1 $295k 6.3k 47.13
Philip Morris International (PM) 0.1 $294k 2.4k 121.14
Charles Schwab Corporation (SCHW) 0.1 $292k 4.5k 64.75
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Adr (BABA) 0.1 $291k 2.8k 105.78
O'reilly Automotive (ORLY) 0.1 $290k 252.00 1150.79
Suzano S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (SUZ) 0.1 $289k 29k 9.98
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (TAK) 0.1 $289k 20k 14.18
Tractor Supply Company (TSCO) 0.1 $284k 978.00 290.39
Schwab Total Stock Market Index MFS (SWTSX) 0.1 $283k 2.9k 97.35
Omni (OMC) 0.1 $283k 2.7k 103.10
Vale S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (VALE) 0.1 $278k 24k 11.65
British Amern Tob Plc Funsponsored Adr 1 Adr Reps 1 Ord Adr (BTI) 0.1 $277k 7.6k 36.52
Kellogg Company (K) 0.1 $273k 3.4k 80.58
At&t (T) 0.1 $271k 12k 21.99
Orange Fsponsored Adr 1 Adr Reps 1 Ord Adr (ORAN) 0.1 $270k 24k 11.45
Chevron Corporation (CVX) 0.1 $269k 1.8k 146.83
Gold Fields Ltd New Fsponsored Adr 1 Adr Reps 1 Ord Adr (GFI) 0.1 $267k 17k 15.34
Lam Research Corporation (LRCX) 0.1 $264k 324.00 814.81
Spdr Gold Shares Etf Uie (GLD) 0.1 $264k 1.1k 242.42
Dodge & Cox Global Stock I MFC 0.1 $259k 15k 16.89
Finvolution Group Fsponsored Adr 1 Adr Reps 5 Ord Adr (FINV) 0.1 $259k 42k 6.17
Wheaton Precious Metal F FGC (WPM) 0.1 $256k 4.2k 60.94
Danaher Corporation (DHR) 0.1 $256k 922.00 277.66
Packaging Corporation of America (PKG) 0.1 $252k 1.2k 214.65
Zto Express Cayman Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (ZTO) 0.1 $252k 10k 24.72
Cheniere Energy (LNG) 0.1 $249k 1.4k 179.78
Baidu Inc Fsponsored Adr 1 Adr Reps 8 Ord Adr (BIDU) 0.1 $247k 2.4k 104.97
American Water Works (AWK) 0.1 $245k 1.7k 146.01
Companhia De Saneament Fsponsored Adr 1 Adr Reps 1 Ord Adr (SBS) 0.1 $242k 15k 16.48
Fidelity Blue Chip Growth MFC (FBGRX) 0.1 $242k 1.2k 209.34
Booking Holdings (BKNG) 0.1 $231k 55.00 4200.00
Expeditors International of Washington (EXPD) 0.1 $229k 1.7k 131.38
Air Products & Chemicals (APD) 0.1 $217k 730.00 297.26
Sirius XM Holdings 0.1 $214k 9.1k 23.61
Bunge Global Sa F Fgo (BG) 0.1 $214k 2.2k 96.35
Netease Inc Fsponsored Adr 1 Adr Reps 5 Ord Adr (NTES) 0.1 $213k 2.3k 93.18
Open Text Corp F FGC (OTEX) 0.1 $209k 6.3k 33.22
Old Dominion Freight Line (ODFL) 0.1 $208k 1.0k 198.28
First Horizon National Corporation (FHN) 0.1 $205k 13k 15.53
Verisk Analytics (VRSK) 0.1 $203k 761.00 266.75
Koninklijke Philips N Fsponsored Adr 1 Adr Reps 1 Ord Adr (PHG) 0.1 $202k 6.2k 32.61
Snap-on Incorporated (SNA) 0.1 $200k 693.00 288.60