Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich as of March 31, 2025

Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 214 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.0 $24M 109k 222.13
Ishares Msci Usa Min Volfctr Etf Uie (USMV) 5.7 $20M 212k 93.66
Ishares Msci Eaf Min Volfct Etf Uie (EFAV) 4.6 $16M 204k 77.92
Alphabet Inc Class C cs (GOOG) 4.5 $16M 99k 156.23
Ishs Msci Emerg Mrkt Minvol Fct Etf Uie (EEMV) 4.3 $15M 258k 58.34
Microsoft Corporation (MSFT) 2.9 $9.9M 26k 375.37
Alphabet Inc Class A cs (GOOGL) 2.8 $9.5M 62k 154.63
Visa (V) 2.4 $8.3M 24k 350.46
UnitedHealth (UNH) 2.3 $7.9M 15k 523.70
Home Depot (HD) 1.8 $6.3M 17k 366.47
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) 1.7 $6.0M 87k 69.43
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 1.7 $5.8M 35k 165.98
Invesco S&p 500 Equal Weight Etf Uie (RSP) 1.3 $4.5M 26k 173.21
Ishs Trust-glo.r Etf Uie (REET) 1.2 $4.3M 177k 24.26
Cigna Corp (CI) 1.2 $4.1M 13k 328.93
Relx Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RELX) 1.2 $4.1M 81k 50.41
Wal-Mart Stores (WMT) 1.2 $4.0M 46k 87.79
Berkshire Hathaway (BRK.B) 1.1 $3.9M 7.3k 532.56
McKesson Corporation (MCK) 1.0 $3.5M 5.2k 672.90
McDonald's Corporation (MCD) 1.0 $3.4M 11k 312.33
Cgi Inc Fclass A FGC (GIB) 0.9 $2.9M 30k 99.81
TJX Companies (TJX) 0.8 $2.8M 23k 121.80
Amgen (AMGN) 0.8 $2.8M 9.1k 311.49
MasterCard Incorporated (MA) 0.8 $2.8M 5.2k 548.04
Anthem (ELV) 0.8 $2.8M 6.3k 434.95
Southern Copper Corporation (SCCO) 0.8 $2.7M 28k 93.45
Accenture Plc Ireland Fclass A Fgo (ACN) 0.7 $2.5M 8.1k 311.94
Vipshop Hldgs Ltd Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (VIPS) 0.7 $2.4M 151k 15.68
Ferrari N V New F Fgo (RACE) 0.7 $2.3M 5.3k 427.82
Motorola Solutions (MSI) 0.7 $2.3M 5.2k 437.63
Cisco Systems (CSCO) 0.6 $2.2M 35k 61.68
Cme (CME) 0.6 $2.2M 8.2k 265.17
Shell Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (SHEL) 0.6 $2.2M 29k 73.26
Amazon (AMZN) 0.6 $2.1M 11k 190.25
Chubb Ltd F Fgo (CB) 0.6 $2.1M 6.9k 301.91
Rb Global Inc F FGC (RBA) 0.6 $2.1M 21k 100.29
Fiserv (FI) 0.6 $2.1M 9.4k 220.75
Intercontinental Exchange (ICE) 0.6 $2.1M 12k 172.43
Costco Wholesale Corporation (COST) 0.6 $2.0M 2.1k 945.46
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVS) 0.6 $2.0M 18k 111.44
Sap Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (SAP) 0.6 $2.0M 7.4k 268.34
Paccar (PCAR) 0.6 $1.9M 20k 97.36
Raytheon Technologies Corp (RTX) 0.5 $1.9M 14k 132.46
Automatic Data Processing (ADP) 0.5 $1.9M 6.2k 305.43
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.5 $1.9M 32k 59.53
AFLAC Incorporated (AFL) 0.5 $1.9M 17k 111.18
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (LVMUY) 0.5 $1.8M 15k 123.85
Ishares Msci Global Min Vol Fct Etf Uie (ACWV) 0.5 $1.8M 16k 116.33
Comcast Corporation (CMCSA) 0.5 $1.8M 49k 36.89
Canadian Natl Ry Co F FGC (CNI) 0.5 $1.8M 19k 97.41
Toyota Mtr Corp Fsponsored Adr 1 Adr Reps 10 Ord Adr (TM) 0.5 $1.7M 9.7k 176.49
Transportadora De Gas Fsponsored Adr 1 Adr Reps 5 Ord Adr (TGS) 0.5 $1.7M 65k 26.46
Berkshire Hathaway (BRK.A) 0.5 $1.6M 2.00 798000.00
Nike (NKE) 0.5 $1.6M 25k 63.45
Northrop Grumman Corporation (NOC) 0.5 $1.6M 3.1k 511.90
Take-Two Interactive Software (TTWO) 0.5 $1.6M 7.6k 207.14
Marsh & McLennan Companies (MMC) 0.4 $1.5M 6.2k 243.99
FedEx Corporation (FDX) 0.4 $1.5M 6.2k 243.68
PNC Financial Services (PNC) 0.4 $1.4M 8.3k 175.65
Lockheed Martin Corporation (LMT) 0.4 $1.4M 3.2k 446.67
Vanguard Real Estate Etf Uie (VNQ) 0.4 $1.4M 15k 90.52
Micron Technology (MU) 0.4 $1.4M 16k 86.86
eBay (EBAY) 0.4 $1.3M 19k 67.69
Republic Services (RSG) 0.4 $1.3M 5.2k 241.99
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (ASML) 0.4 $1.3M 1.9k 662.11
Broadcom (AVGO) 0.4 $1.3M 7.5k 167.38
Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (AZN) 0.4 $1.3M 17k 73.45
Imperial Oil Ltd F FGC (IMO) 0.4 $1.2M 17k 72.28
Brookfield Corp Fclass A FGC (BN) 0.4 $1.2M 24k 52.40
Paypal Holdings (PYPL) 0.4 $1.2M 19k 65.22
International Business Machines (IBM) 0.4 $1.2M 4.9k 248.48
Thomson Reuters Corp F FGC (TRI) 0.4 $1.2M 7.1k 172.75
Garmin Ltd F Fgo (GRMN) 0.3 $1.2M 5.4k 216.96
Procter & Gamble Company (PG) 0.3 $1.2M 6.9k 170.41
Mondelez Int (MDLZ) 0.3 $1.1M 17k 67.83
Illinois Tool Works (ITW) 0.3 $1.1M 4.3k 247.95
Nippon Teleg & Tel Cor Fsponsored Adr 1 Adr Reps 25 Ord Adr (NTTYY) 0.3 $1.1M 44k 24.14
Walt Disney Company (DIS) 0.3 $1.0M 11k 98.68
Linde Plc F Fgo (LIN) 0.3 $1.0M 2.2k 465.55
Spdr Dow Jones Glob Realest Etf Uie (RWO) 0.3 $1.0M 23k 43.64
Johnson Controls Int F Fgo (JCI) 0.3 $1.0M 13k 80.06
Wipro Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (WIT) 0.3 $996k 326k 3.06
Coca-cola Femsa S A Eq Fsponsored Adr 1 Adr Reps 10 Ord Adr (KOF) 0.3 $982k 11k 91.22
Abb Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (ABBNY) 0.3 $942k 18k 52.12
Mr Cooper Group 0.3 $936k 7.8k 119.51
Infosys Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (INFY) 0.3 $932k 51k 18.23
Union Pacific Corporation (UNP) 0.3 $929k 3.9k 236.03
Ntnl Grid Plc Adr Fsponsored Adr 1 Adr Reps 5 Ord Adr (NGG) 0.3 $918k 14k 65.59
Coca-Cola Company (KO) 0.3 $899k 13k 71.54
Sempra Energy (SRE) 0.3 $892k 13k 71.30
Lyondellbasell Industr Fclass A Fgo (LYB) 0.2 $862k 12k 70.34
Invsc Sp Smallcap 600 Pure Value Etf Uie (RZV) 0.2 $852k 8.6k 98.82
Check Point Software T F Fgo (CHKP) 0.2 $822k 3.6k 227.83
Logitech Interntnl S F Fgo (LOGI) 0.2 $805k 9.5k 84.39
Pepsi (PEP) 0.2 $791k 5.3k 149.78
Pearson Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (PSO) 0.2 $768k 48k 16.01
Sony Group Corp Fsponsored Adr 1 Adr Reps 1 Ord Adr (SONY) 0.2 $738k 29k 25.39
Waste Management (WM) 0.2 $735k 3.2k 231.28
Hsbc Hldgs Plc Fsponsored Adr 1 Adr Reps 5 Ord Adr (HSBC) 0.2 $708k 12k 57.39
Willis Towers Watson P F Fgo (WTW) 0.2 $703k 2.1k 337.66
CVS Caremark Corporation (CVS) 0.2 $698k 10k 67.66
Aon Plc Fclass A Fgo (AON) 0.2 $682k 1.7k 398.60
Caterpillar (CAT) 0.2 $658k 2.0k 329.66
Janux Therapeutics (JANX) 0.2 $656k 24k 26.98
Orix Corp Fsponsored Adr 1 Adr Reps 1 Ord Adr (IX) 0.2 $656k 31k 20.86
Atour Lifestyle Hldgs Funsponsored Adr 1 Adr Reps 3 Ord Adr (ATAT) 0.2 $652k 23k 28.31
Nomura Hldgs Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (NMR) 0.2 $650k 106k 6.15
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN) 0.2 $643k 63k 10.28
Qifu Technology Inc Funsponsored Adr 1 Adr Reps 2 Ord Adr (QFIN) 0.2 $641k 14k 44.86
At&t (T) 0.2 $635k 23k 28.28
Baidu Inc Fsponsored Adr 1 Adr Reps 8 Ord Adr (BIDU) 0.2 $621k 6.8k 91.96
Bridgestone Corp Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (BRDCY) 0.2 $618k 31k 20.06
Facebook Inc cl a (META) 0.2 $610k 1.1k 576.02
Allianz Se Funsponsored Adr 1 Adr Reps 0.1 Ord Adr (ALIZY) 0.2 $609k 16k 38.23
Vanguard Dividend Appreciation Etf Uie (VIG) 0.2 $601k 3.1k 193.75
Fidelity Inflation-prot Bd Index MFB (FIPDX) 0.2 $589k 64k 9.25
Chunghwa Telecom Co Lt Fsponsored Adr 1 Adr Reps 10 Ord Adr (CHT) 0.2 $584k 15k 39.19
D.R. Horton (DHI) 0.2 $584k 4.6k 127.09
Oracle Corporation (ORCL) 0.2 $575k 4.1k 139.80
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Adr (BABA) 0.2 $564k 4.3k 132.18
Dodge & Cox Stock I MFC 0.2 $564k 2.2k 262.08
Target Corporation (TGT) 0.2 $559k 5.4k 104.35
Emerson Electric (EMR) 0.2 $549k 5.0k 109.62
Amcor Plc F Fgo (AMCR) 0.2 $547k 57k 9.69
Totalenergies Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (TTE) 0.2 $543k 8.4k 64.67
Merck & Co (MRK) 0.2 $543k 6.1k 89.62
Verizon Communications (VZ) 0.2 $534k 12k 45.33
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RIO) 0.2 $534k 8.9k 60.01
Schwab Value Advantage Money Inv MMN (SWVXX) 0.2 $532k 533k 1.00
Tc Energy Corp F FGC (TRP) 0.2 $528k 11k 47.13
Capital One Financial (COF) 0.2 $526k 2.9k 178.97
Pdd Holdings Inc Adr Funsponsored Adr 1 Adr Reps 4 Ord Adr (PDD) 0.2 $523k 4.4k 118.33
Wisdomtree Intl Smallcp Dividend Etf Uie (DLS) 0.2 $521k 7.9k 65.98
Fomento Economico Mexi Fsponsored Adr 1 Adr Reps 10 Ord Adr (FMX) 0.2 $519k 5.3k 97.48
Eletrobras Adr Adr Fsponsored Adr 1 Adr Reps 1 Ord Adr (EBR) 0.1 $517k 73k 7.10
Telefonica S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (TEF) 0.1 $516k 111k 4.66
Enbridge Inc F FGC (ENB) 0.1 $515k 12k 44.30
Vanguard Total Stock Mkt Idx Adm MFC (VTSAX) 0.1 $515k 3.9k 133.63
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (TAK) 0.1 $515k 35k 14.85
AutoZone (AZO) 0.1 $514k 135.00 3807.41
Komatsu Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (KMTUY) 0.1 $511k 18k 29.03
Cardinal Health (CAH) 0.1 $509k 3.7k 137.57
Anglogold Ashanti Plc F Fgo (AU) 0.1 $502k 14k 37.11
Alcon Inc F Fgo (ALC) 0.1 $500k 5.3k 94.91
Netease Inc Fsponsored Adr 1 Adr Reps 5 Ord Adr (NTES) 0.1 $498k 4.8k 102.89
Cheniere Energy (LNG) 0.1 $498k 2.2k 231.09
Deere & Company (DE) 0.1 $487k 1.0k 468.72
Ishares 1-3 Year Treasrybond Etf Uie (SHY) 0.1 $484k 5.9k 82.69
Iqiyi Inc Fsponsored Adr 1 Adr Reps 7 Ord Adr (IQ) 0.1 $447k 198k 2.26
Sun Life Finl Inc F FGC (SLF) 0.1 $441k 7.7k 57.17
Finvolution Group Fsponsored Adr 1 Adr Reps 5 Ord Adr (FINV) 0.1 $438k 46k 9.63
Texas Instruments Incorporated (TXN) 0.1 $418k 2.3k 179.48
Agilent Technologies Inc C ommon (A) 0.1 $397k 3.4k 116.76
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (TCOM) 0.1 $393k 6.2k 63.56
Spdr S&p 500 Etf Uie (SPY) 0.1 $388k 694.00 559.08
Philip Morris International (PM) 0.1 $385k 2.4k 158.63
Tencent Music Entmt Gr Fsponsored Adr 1 Adr Reps 2 Ord Adr (TME) 0.1 $382k 27k 14.39
Altria (MO) 0.1 $380k 6.3k 59.92
Vanguard Total World Stock Index Admiral MFC (VTWAX) 0.1 $379k 9.2k 41.02
Dr Reddys Labs Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (RDY) 0.1 $375k 29k 13.18
O'reilly Automotive (ORLY) 0.1 $369k 258.00 1430.23
Crh Public Limited Co F Fgo (CRH) 0.1 $359k 4.1k 87.90
Invesco Db Precious Metals Fund Uie (DBP) 0.1 $357k 5.0k 71.40
Quest Diagnostics Incorporated (DGX) 0.1 $355k 2.1k 168.81
Charles Schwab Corporation (SCHW) 0.1 $353k 4.5k 78.27
Gold Fields Ltd New Fsponsored Adr 1 Adr Reps 1 Ord Adr (GFI) 0.1 $353k 16k 22.07
Keysight Technologies (KEYS) 0.1 $351k 2.3k 149.68
SYSCO Corporation (SYY) 0.1 $345k 4.6k 74.89
Basf Se Fsponsored Adr 1 Adr Rep 0.25 Ord Adr (BASFY) 0.1 $338k 27k 12.43
General Dynamics Corporation (GD) 0.1 $327k 1.2k 271.82
Wheaton Precious Metal F FGC (WPM) 0.1 $326k 4.2k 77.60
Fortinet (FTNT) 0.1 $326k 3.4k 96.11
Suzano S A Adr Fsponsored Adr 1 Adr Reps 1 Ord Adr (SUZ) 0.1 $324k 35k 9.27
British Amern Tob Plc Funsponsored Adr 1 Adr Reps 1 Ord Adr (BTI) 0.1 $321k 7.8k 41.30
Spdr Gold Shares Etf Uie (GLD) 0.1 $313k 1.1k 287.42
Cmb Tech Nv F Fgo (CMBT) 0.1 $312k 34k 9.07
Te Connectivity Plc F Fgo (TEL) 0.1 $310k 2.2k 140.91
Chevron Corporation (CVX) 0.1 $306k 1.8k 167.03
Brookfield Asset Mgmt Fclass A FGC (BAM) 0.1 $303k 6.3k 48.41
Aptiv Plc New F Fgo (APTV) 0.1 $303k 5.1k 59.38
Ishares S&p Small Cap 600 Etf Uie (IJS) 0.1 $302k 3.1k 97.36
Public Storage Reit Ret (PSA) 0.1 $300k 1.0k 299.10
Kellogg Company (K) 0.1 $300k 3.6k 82.35
Fox Corporation (FOX) 0.1 $295k 5.6k 52.60
Fidelity Total Market Index MFC (FSKAX) 0.1 $294k 1.9k 152.97
Tractor Supply Company (TSCO) 0.1 $285k 5.2k 54.91
Intel Corporation (INTC) 0.1 $282k 12k 22.69
First Horizon National Corporation (FHN) 0.1 $276k 14k 19.35
Vodafone Group Plc New Fsponsored Adr 1 Adr Reps 10 Ord Adr (VOD) 0.1 $275k 29k 9.34
Everest Reinsurance Gr F Fgo (EG) 0.1 $274k 755.00 362.91
Schwab Total Stock Market Index MFS (SWTSX) 0.1 $274k 2.9k 94.26
Archer Daniels Midland Company (ADM) 0.1 $274k 5.7k 47.84
Companhia De Saneament Fsponsored Adr 1 Adr Reps 1 Ord Adr (SBS) 0.1 $262k 15k 17.84
Biontech Se Funsponsored Adr 1 Adr Reps 1 Ord Adr (BNTX) 0.1 $258k 2.8k 90.94
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Adr (DEO) 0.1 $257k 2.5k 104.68
Snap-on Incorporated (SNA) 0.1 $255k 759.00 335.97
Booking Holdings (BKNG) 0.1 $253k 55.00 4600.00
Thermo Fisher Scientific (TMO) 0.1 $247k 497.00 496.98
Air Products & Chemicals (APD) 0.1 $245k 833.00 294.12
Lam Research (LRCX) 0.1 $235k 3.2k 72.53
Ke Hldgs Inc Sponsored Fsponsored Adr 1 Adr Reps 3 Ord Adr (BEKE) 0.1 $233k 12k 20.04
Packaging Corporation of America (PKG) 0.1 $232k 1.2k 197.62
Barrick Gold Corp F FGC (GOLD) 0.1 $230k 12k 19.42
Fidelity Blue Chip Growth MFC (FBGRX) 0.1 $228k 1.2k 197.23
Verisk Analytics (VRSK) 0.1 $226k 761.00 296.98
Vale S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (VALE) 0.1 $226k 23k 9.95
Zto Express Cayman Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (ZTO) 0.1 $224k 11k 19.81
Dodge & Cox Global Stock I MFC 0.1 $223k 15k 14.54
Corebridge Finl (CRBG) 0.1 $220k 7.0k 31.51
Vici Pptys Inc Reit Ret (VICI) 0.1 $216k 6.6k 32.50
Expeditors International of Washington (EXPD) 0.1 $209k 1.7k 119.91
Dell Technologies (DELL) 0.1 $204k 2.2k 91.11
Sirius XM Holdings (SIRI) 0.1 $204k 9.1k 22.51
Vanguard Global Minimum Volatility Admr MFC (VMNVX) 0.1 $200k 6.1k 32.62