Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of Dec. 31, 2024

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 216 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.8 $27M 109k 250.42
Alphabet Inc Class C cs (GOOG) 5.4 $19M 99k 190.44
Ishares Msci Usa Min Volfctr Etf Uie (USMV) 4.8 $17M 188k 88.78
Ishs Msci Emerg Mrkt Minvol Fct Etf Uie (EEMV) 4.3 $15M 260k 57.99
Ishares Msci Eaf Min Volfct Etf Uie (EFAV) 4.1 $14M 202k 70.71
Alphabet Inc Class A cs (GOOGL) 3.3 $12M 62k 189.29
Microsoft Corporation (MSFT) 3.2 $11M 26k 421.48
UnitedHealth (UNH) 2.2 $7.7M 15k 505.83
Visa (V) 2.1 $7.4M 24k 316.02
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) 2.1 $7.4M 86k 86.01
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 2.0 $6.9M 35k 197.48
Home Depot (HD) 1.9 $6.7M 17k 388.95
Ishs Trust-glo.r Etf Uie (REET) 1.8 $6.2M 258k 23.97
Invsc S P 500 Equal Weight Etf Iv Uie (RSP) 1.3 $4.6M 26k 175.23
Wal-Mart Stores (WMT) 1.2 $4.1M 46k 90.35
Relx Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RELX) 1.1 $3.7M 81k 45.41
Cigna Corp (CI) 1.0 $3.5M 13k 276.07
Cgi Inc Fclass A FGC (GIB) 0.9 $3.3M 30k 109.32
Berkshire Hathaway (BRK.B) 0.9 $3.3M 7.3k 453.15
McDonald's Corporation (MCD) 0.9 $3.2M 11k 289.82
McKesson Corporation (MCK) 0.8 $3.0M 5.2k 569.83
Accenture Plc Ireland Fclass A Fgo (ACN) 0.8 $2.8M 8.1k 351.76
TJX Companies (TJX) 0.8 $2.8M 23k 120.77
MasterCard Incorporated (MA) 0.8 $2.7M 5.2k 526.54
Southern Copper Corporation (SCCO) 0.7 $2.6M 28k 91.11
Amazon (AMZN) 0.7 $2.5M 11k 219.33
Motorola Solutions (MSI) 0.7 $2.4M 5.2k 462.17
Amgen (AMGN) 0.7 $2.4M 9.1k 260.58
Anthem (ELV) 0.7 $2.3M 6.2k 368.86
Ferrari N V New F Fgo (RACE) 0.6 $2.3M 5.3k 424.70
Cisco Systems (CSCO) 0.6 $2.1M 35k 59.19
Paccar (PCAR) 0.6 $2.1M 20k 104.00
Vipshop Hldgs Ltd Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (VIPS) 0.6 $2.0M 151k 13.47
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.6 $2.0M 35k 56.68
Comcast Corporation (CMCSA) 0.6 $2.0M 52k 37.52
Costco Wholesale Corporation (COST) 0.6 $1.9M 2.1k 916.20
Fiserv (FI) 0.6 $1.9M 9.4k 205.35
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (LVMUY) 0.6 $1.9M 15k 130.68
Chubb Ltd F Fgo (CB) 0.5 $1.9M 6.9k 276.30
Nike (NKE) 0.5 $1.9M 25k 75.63
Cme (CME) 0.5 $1.9M 8.2k 232.13
Toyota Mtr Corp Fsponsored Adr 1 Adr Reps 10 Ord Adr (TM) 0.5 $1.9M 9.7k 194.60
Transportadora De Gas Fsponsored Adr 1 Adr Reps 5 Ord Adr (TGS) 0.5 $1.9M 65k 29.26
Rb Global Inc F FGC (RBA) 0.5 $1.9M 21k 90.17
Canadian Natl Ry Co F FGC (CNI) 0.5 $1.9M 18k 101.48
Sap Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (SAP) 0.5 $1.8M 7.4k 246.10
Automatic Data Processing (ADP) 0.5 $1.8M 6.2k 292.59
Intercontinental Exchange (ICE) 0.5 $1.8M 12k 148.97
FedEx Corporation (FDX) 0.5 $1.8M 6.2k 281.30
Broadcom (AVGO) 0.5 $1.7M 7.5k 231.77
AFLAC Incorporated (AFL) 0.5 $1.7M 17k 103.41
Shell Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (SHEL) 0.5 $1.7M 27k 62.64
Raytheon Technologies Corp (RTX) 0.5 $1.6M 14k 115.71
Ishares Msci Global Min Vol Fct Etf Uie (ACWV) 0.5 $1.6M 15k 109.19
Paypal Holdings (PYPL) 0.5 $1.6M 19k 85.31
PNC Financial Services (PNC) 0.5 $1.6M 8.3k 192.73
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVS) 0.4 $1.5M 16k 97.28
Northrop Grumman Corporation (NOC) 0.4 $1.4M 3.1k 469.19
Take-Two Interactive Software (TTWO) 0.4 $1.4M 7.6k 183.99
Infosys Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (INFY) 0.4 $1.4M 62k 21.92
Vanguard Real Estate Etf Uie (VNQ) 0.4 $1.4M 15k 89.03
1/100 Berkshire Htwy Cla 100 0.4 $1.4M 200.00 6805.00
Brookfield Corp Fclass A FGC (BN) 0.4 $1.4M 24k 57.45
Micron Technology (MU) 0.4 $1.3M 16k 84.15
Marsh & McLennan Companies (MMC) 0.4 $1.3M 6.2k 212.27
Lockheed Martin Corporation (LMT) 0.4 $1.3M 2.7k 485.68
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (ASML) 0.4 $1.3M 1.9k 692.59
Walt Disney Company (DIS) 0.4 $1.3M 12k 111.35
Wipro Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (WIT) 0.4 $1.3M 368k 3.54
Janux Therapeutics (JANX) 0.4 $1.3M 24k 53.51
Nippon Teleg & Tel Cor Fsponsored Adr 1 Adr Reps 25 Ord Adr (NTTYY) 0.4 $1.3M 51k 24.96
Sempra Energy (SRE) 0.3 $1.2M 14k 87.71
eBay (EBAY) 0.3 $1.2M 19k 61.91
Procter & Gamble Company (PG) 0.3 $1.2M 6.9k 167.51
Thomson Reuters Corp F FGC (TRI) 0.3 $1.1M 7.1k 160.31
Garmin Ltd F Fgo (GRMN) 0.3 $1.1M 5.4k 206.26
Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (AZN) 0.3 $1.1M 17k 65.50
International Business Machines (IBM) 0.3 $1.1M 4.9k 219.79
Illinois Tool Works (ITW) 0.3 $1.1M 4.3k 253.34
Imperial Oil Ltd F FGC (IMO) 0.3 $1.1M 17k 61.57
Republic Services (RSG) 0.3 $1.0M 5.2k 201.15
Spdr Dow Jone Global Real Estate Etf Uie (RWO) 0.3 $996k 23k 42.86
Johnson Controls Inter F Fgo (JCI) 0.3 $994k 13k 78.87
Abb Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (ABBNY) 0.3 $970k 18k 53.67
Invsc Sp Smallcap 600 Pure Value Etf Uie (RZV) 0.3 $959k 8.6k 111.32
Ntnl Grid Plc Fsponsored Adr 1 Adr Reps 5 Ord Adr (NGG) 0.3 $943k 16k 59.41
Lyondellbasell Industr Fclass A Fgo (LYB) 0.3 $910k 12k 74.26
Linde Plc F Fgo (LIN) 0.3 $909k 2.2k 418.32
Union Pacific Corporation (UNP) 0.3 $902k 4.0k 227.84
Mondelez Int (MDLZ) 0.3 $899k 15k 59.67
Coca-cola Femsa S A B Fsponsored Adr 1 Adr Reps 10 Ord Adr (KOF) 0.2 $838k 11k 77.84
Pepsi (PEP) 0.2 $803k 5.3k 152.05
Coca-Cola Company (KO) 0.2 $791k 13k 62.19
Logitech Interntnl Sa F Fgo (LOGI) 0.2 $785k 9.5k 82.29
Schwab Value Advantage Money Investor Shares MMN (SWVXX) 0.2 $775k 776k 1.00
Pearson Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (PSO) 0.2 $773k 48k 16.12
Mr Cooper Group 0.2 $751k 7.8k 95.89
Target Corporation (TGT) 0.2 $724k 5.4k 135.15
Caterpillar (CAT) 0.2 $724k 2.0k 362.73
Oracle Corporation (ORCL) 0.2 $685k 4.1k 166.55
Check Point Software T F Fgo (CHKP) 0.2 $672k 3.6k 186.46
Vanguard Total Stock Mkt Idx Adm MFC (VTSAX) 0.2 $669k 4.7k 140.96
Tower Semiconductor F Fgo (TSEM) 0.2 $663k 13k 51.44
Iqiyi Inc Fsponsored Adr 1 Adr Reps 7 Ord Adr (IQ) 0.2 $661k 329k 2.01
Orix Corp Fsponsored Adr 1 Adr Reps 5 Ord Adr (IX) 0.2 $659k 6.2k 106.12
Willis Towers Watson P F Fgo (WTW) 0.2 $652k 2.1k 313.16
D.R. Horton (DHI) 0.2 $642k 4.6k 139.72
Waste Management (WM) 0.2 $641k 3.2k 201.76
Atour Lifestyle Hldgs Funsponsored Adr 1 Adr Reps 3 Ord Adr (ATAT) 0.2 $626k 23k 26.87
Facebook Inc cl a (META) 0.2 $620k 1.1k 585.46
Emerson Electric (EMR) 0.2 $620k 5.0k 123.80
Sony Group Corp Fsponsored Adr 1 Adr Reps 1 Ord Adr (SONY) 0.2 $614k 29k 21.13
Aon Plc Fclass A Fgo (AON) 0.2 $614k 1.7k 358.85
Hsbc Hldgs Plc Fsponsored Adr 1 Adr Reps 5 Ord Adr (HSBC) 0.2 $609k 12k 49.38
Vanguard Dividend Appreciation Etf Uie (VIG) 0.2 $607k 3.1k 195.68
Merck & Co (MRK) 0.2 $602k 6.1k 99.36
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN) 0.2 $596k 63k 9.53
Dr Reddys Labs Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (RDY) 0.2 $590k 37k 15.77
Fidelity Inflation-prot Bd Index MFB (FIPDX) 0.2 $566k 64k 8.89
Chunghwa Telecom Co Lt Fsponsored Adr 1 Adr Reps 10 Ord Adr (CHT) 0.2 $560k 15k 37.59
Dodge & Cox Stock I MFC 0.2 $553k 2.2k 256.97
Qifu Technology Inc Funsponsored Adr 1 Adr Reps 2 Ord Adr (QFIN) 0.2 $548k 14k 38.35
Amcor Plc F Fgo (AMCR) 0.2 $540k 58k 9.40
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Adr (DEO) 0.1 $525k 4.1k 126.90
Capital One Financial (COF) 0.1 $524k 2.9k 178.29
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RIO) 0.1 $524k 8.9k 58.72
Tc Energy Corp F FGC (TRP) 0.1 $521k 11k 46.51
Bridgestone Corp Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (BRDCY) 0.1 $516k 31k 16.75
Wisdomtree Intl Smallcp Dividend Etf Uie (DLS) 0.1 $494k 7.9k 62.85
Ishares 1-3 Year Treasrybond Etf Uie (SHY) 0.1 $491k 6.0k 81.82
Texas Instruments Incorporated (TXN) 0.1 $487k 2.6k 187.16
Allianz Se Funsponsored Adr 1 Adr Reps 0.1 Ord Adr (ALIZY) 0.1 $486k 16k 30.51
Reinsurance Group of America (RGA) 0.1 $482k 2.3k 213.56
Everest Reinsurance Gr F Fgo (EG) 0.1 $481k 1.3k 362.20
Komatsu Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (KMTUY) 0.1 $480k 18k 27.27
Fabrinet F Fgo (FN) 0.1 $463k 2.1k 219.64
Cheniere Energy (LNG) 0.1 $459k 2.1k 214.59
Sun Life Finl Inc F FGC (SLF) 0.1 $457k 7.7k 59.24
Agilent Technologies Inc C ommon (A) 0.1 $456k 3.4k 134.12
Baidu Inc Fsponsored Adr 1 Adr Reps 8 Ord Adr (BIDU) 0.1 $455k 5.4k 84.13
Nomura Hldgs Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (NMR) 0.1 $454k 78k 5.79
Fomento Economico Mexi Fsponsored Adr 1 Adr Reps 10 Ord Adr (FMX) 0.1 $450k 5.3k 85.44
Alcon Inc F Fgo (ALC) 0.1 $447k 5.3k 84.85
Telefonica S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (TEF) 0.1 $445k 111k 4.02
Cardinal Health (CAH) 0.1 $437k 3.7k 118.11
Deere & Company (DE) 0.1 $433k 1.0k 422.85
AutoZone (AZO) 0.1 $432k 135.00 3200.00
Netease Inc Fsponsored Adr 1 Adr Reps 5 Ord Adr (NTES) 0.1 $431k 4.8k 89.09
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (TCOM) 0.1 $424k 6.2k 68.58
Eletrobras Adr Fsponsored Adr 1 Adr Reps 1 Ord Adr (EBR) 0.1 $416k 73k 5.71
United Parcel Service (UPS) 0.1 $408k 3.2k 126.00
Spdr S&p 500 Etf Iv Uie (SPY) 0.1 $406k 694.00 585.01
Archer Daniels Midland Company (ADM) 0.1 $396k 7.8k 50.52
Vanguard Total World Stock Index Admiral MFC (VTWAX) 0.1 $384k 9.2k 41.56
Keysight Technologies (KEYS) 0.1 $382k 2.4k 160.37
Totalenergies Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (TTE) 0.1 $381k 7.0k 54.41
Crh Public Limited Co F Fgo (CRH) 0.1 $377k 4.1k 92.31
Enbridge Inc F FGC (ENB) 0.1 $375k 8.8k 42.41
CVS Caremark Corporation (CVS) 0.1 $362k 8.1k 44.89
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Adr (BABA) 0.1 $360k 4.3k 84.67
SYSCO Corporation (SYY) 0.1 $352k 4.6k 76.41
Cmb Tech Nv F Fgo (CMBT) 0.1 $342k 34k 9.93
Brookfield Asset Mgmt Fclass A FGC (BAM) 0.1 $339k 6.3k 54.16
Dell Technologies (DELL) 0.1 $337k 2.9k 114.90
Ishares S&p Small Cap 600 Etf Uie (IJS) 0.1 $336k 3.1k 108.32
Charles Schwab Corporation (SCHW) 0.1 $333k 4.5k 73.84
Biontech Se Funsponsored Adr 1 Adr Reps 1 Ord Adr (BNTX) 0.1 $333k 2.9k 113.81
Altria (MO) 0.1 $331k 6.3k 52.23
Verizon Communications (VZ) 0.1 $330k 8.3k 39.91
Anglogold Ashanti Plc F Fgo (AU) 0.1 $326k 14k 23.06
Suzano S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (SUZ) 0.1 $325k 32k 10.11
New Oriental Ed & Tech Fsponsored Adr 1 Adr Reps 10 Ord Adr (EDU) 0.1 $322k 5.0k 64.11
Fortinet (FTNT) 0.1 $320k 3.4k 94.40
Quest Diagnostics Incorporated (DGX) 0.1 $317k 2.1k 150.74
General Dynamics Corporation (GD) 0.1 $316k 1.2k 262.68
Te Connectivity Plc F Fgo (TEL) 0.1 $314k 2.2k 142.73
Fidelity Total Market Index MFC (FSKAX) 0.1 $310k 1.9k 161.29
Aptiv Plc New F Fgo (APTV) 0.1 $308k 5.1k 60.36
Finvolution Group Fsponsored Adr 1 Adr Reps 5 Ord Adr (FINV) 0.1 $307k 45k 6.78
At&t (T) 0.1 $305k 13k 22.74
Invesco Db Precious Metals Fund Uie (DBP) 0.1 $303k 5.0k 60.60
Public Storage Reit Ret (PSA) 0.1 $300k 1.0k 299.10
O'reilly Automotive (ORLY) 0.1 $298k 252.00 1182.54
Basf Se Fsponsored Adr 1 Adr Rep 0.25 Ord Adr (BASFY) 0.1 $296k 27k 10.88
Vodafone Group Plc New Fsponsored Adr 1 Adr Reps 10 Ord Adr (VOD) 0.1 $295k 35k 8.48
Kellogg Company (K) 0.1 $294k 3.6k 80.70
Philip Morris International (PM) 0.1 $292k 2.4k 120.31
Schwab Total Stock Market Index MFS (SWTSX) 0.1 $288k 2.9k 99.07
First Horizon National Corporation (FHN) 0.1 $287k 14k 20.13
Tractor Supply Company (TSCO) 0.1 $279k 5.3k 52.99
British Amern Tob Plc Funsponsored Adr 1 Adr Reps 1 Ord Adr (BTI) 0.1 $275k 7.6k 36.26
Booking Holdings (BKNG) 0.1 $273k 55.00 4963.64
Chevron Corporation (CVX) 0.1 $265k 1.8k 144.65
Packaging Corporation of America (PKG) 0.1 $264k 1.2k 224.87
Spdr Gold Shares Etf Uie (GLD) 0.1 $263k 1.1k 241.51
Fidelity Blue Chip Growth MFC (FBGRX) 0.1 $262k 1.2k 226.64
Snap-on Incorporated (SNA) 0.1 $261k 770.00 338.96
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (TAK) 0.1 $260k 20k 13.22
Thermo Fisher Scientific (TMO) 0.1 $258k 497.00 519.11
CF Industries Holdings (CF) 0.1 $256k 3.0k 85.30
Intel Corporation (INTC) 0.1 $254k 13k 20.02
Pdd Holdings Inc Funsponsored Adr 1 Adr Reps 4 Ord Adr (PDD) 0.1 $253k 2.6k 96.93
Fox Corporation (FOX) 0.1 $253k 5.5k 45.68
Wheaton Precious Metal F FGC (WPM) 0.1 $236k 4.2k 56.18
Lam Research (LRCX) 0.1 $234k 3.2k 72.22
Omni (OMC) 0.1 $225k 2.6k 86.01
Air Products & Chemicals (APD) 0.1 $225k 779.00 288.83
Zto Express Cayman Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (ZTO) 0.1 $225k 12k 19.53
Descartes Sys Group In F FGC (DSGX) 0.1 $224k 2.0k 113.42
Gold Fields Ltd New Fsponsored Adr 1 Adr Reps 1 Ord Adr (GFI) 0.1 $211k 16k 13.19
Companhia De Saneament Fsponsored Adr 1 Adr Reps 1 Ord Adr (SBS) 0.1 $210k 15k 14.30
Dodge & Cox Global Stock I MFC 0.1 $210k 15k 13.70
Verisk Analytics (VRSK) 0.1 $209k 761.00 274.64
Danaher Corporation (DHR) 0.1 $207k 903.00 229.24
Sirius XM Holdings (SIRI) 0.1 $206k 9.1k 22.73
Corebridge Finl (CRBG) 0.1 $201k 6.7k 29.80