Lorne Steinberg Wealth Management

Lorne Steinberg Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Lorne Steinberg Wealth Management

Lorne Steinberg Wealth Management holds 70 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
Rbc Cad (RY) 3.9 $14M 112k 120.45
Facebook Inc cl a (META) 3.5 $12M 21k 585.51
Microsoft Corporation (MSFT) 3.5 $12M 29k 421.50
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 3.4 $12M 61k 189.30
Berkshire Hathaway (BRK.B) 3.1 $11M 23k 453.28
Cibc Cad (CM) 3.0 $10M 161k 63.19
Allstate Corporation (ALL) 2.9 $10M 52k 192.79
American Express Company (AXP) 2.9 $9.9M 33k 296.79
Goldman Sachs (GS) 2.8 $9.6M 17k 572.62
JPMorgan Chase & Co. (JPM) 2.7 $9.4M 39k 239.71
Amazon (AMZN) 2.6 $9.1M 42k 219.39
Visa (V) 2.6 $8.9M 28k 316.04
Bk Nova Cad (BNS) 2.4 $8.4M 157k 53.65
Tc Energy Corp (TRP) 2.4 $8.3M 178k 46.56
Viatris Com New (VTRS) 2.3 $8.0M 644k 12.45
Brookfield Corp Cl A Ltd Vt Sh (BN) 2.3 $8.0M 139k 57.42
Tor Dom Bk Cad (TD) 2.3 $7.8M 147k 53.19
Walt Disney Company (DIS) 2.1 $7.2M 65k 111.35
Diageo Sponsored Adr (DEO) 2.0 $6.9M 54k 127.13
Sun Life Financial (SLF) 2.0 $6.8M 115k 59.32
Cisco Systems (CSCO) 2.0 $6.8M 115k 59.20
Bank Of Montreal Cadcom (BMO) 1.9 $6.7M 69k 96.99
Morgan Stanley Cl A (MS) 1.9 $6.6M 53k 125.72
Canadian Pacific Kansas City (CP) 1.9 $6.5M 90k 72.33
Electronic Arts (EA) 1.9 $6.4M 44k 146.30
Corteva (CTVA) 1.8 $6.3M 111k 56.96
Becton, Dickinson and (BDX) 1.8 $6.3M 28k 226.87
Canadian Natl Ry (CNI) 1.8 $6.2M 61k 101.45
Manulife Finl Corp (MFC) 1.7 $5.9M 193k 30.69
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 1.7 $5.7M 29k 197.49
Smith & Nephew Sponsored Adr (SNN) 1.7 $5.7M 233k 24.58
Starbucks Corporation (SBUX) 1.4 $4.9M 54k 91.25
CVS Caremark Corporation (CVS) 1.4 $4.8M 106k 44.89
Adobe Systems Incorporated (ADBE) 1.4 $4.8M 11k 444.68
Tractor Supply Company (TSCO) 1.4 $4.7M 89k 53.06
Unilever Sponsored Adr 1.4 $4.7M 82k 56.70
Johnson & Johnson (JNJ) 1.3 $4.6M 32k 144.62
Wisdomtree Trust Emg Mkts Sm etf 1.3 $4.4M 326k 13.55
Nutrien (NTR) 1.2 $4.1M 91k 44.70
Kenvue (KVUE) 1.2 $4.0M 186k 21.35
Apple (AAPL) 1.1 $3.9M 16k 250.42
State Street Corporation (STT) 1.1 $3.9M 39k 98.15
Open Text Corp (OTEX) 1.1 $3.6M 129k 28.27
Middleby Corporation (MIDD) 1.0 $3.3M 25k 135.45
Magna Intl Inc cl a (MGA) 1.0 $3.3M 80k 41.75
Kraft Heinz (KHC) 1.0 $3.3M 108k 30.71
Rogers Communications -cl B (RCI) 0.9 $3.1M 101k 30.71
Nike (NKE) 0.8 $2.7M 36k 75.67
Automatic Data Processing (ADP) 0.7 $2.5M 8.5k 292.73
Bce (BCE) 0.7 $2.4M 104k 23.43
Warner Bros. Discovery Inc. Class A Com Ser A (WBD) 0.7 $2.4M 228k 10.57
Scotts Miracle-Gro Company (SMG) 0.7 $2.3M 35k 66.34
iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) 0.6 $2.2M 28k 78.65
SPDR Bloomberg Barclays High Yield Bond ETF Etf (JNK) 0.3 $1.2M 13k 95.47
iShares MSCI World ETF Etf (URTH) 0.3 $1.0M 6.7k 155.50
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.2 $706k 3.7k 190.44
Berkshire Hathaway Cl A Cl B New (BRK.A) 0.2 $681k 1.00 680920.00
Cenovus Energy (CVE) 0.2 $524k 35k 15.14
Procter & Gamble Company (PG) 0.1 $402k 2.4k 167.65
McDonald's Corporation (MCD) 0.1 $366k 1.3k 289.89
Costco Wholesale Corporation (COST) 0.1 $322k 351.00 916.27
NVIDIA Corporation (NVDA) 0.1 $288k 2.1k 134.29
Merck & Co (MRK) 0.1 $261k 2.6k 99.48
Eli Lilly & Co. (LLY) 0.1 $256k 331.00 772.00
Royal Caribbean Cruises (RCL) 0.1 $231k 1.0k 230.69
Canadian Natural Resources (CNQ) 0.1 $224k 7.3k 30.84
Wal-Mart Stores (WMT) 0.1 $216k 2.4k 90.35
Oracle Corporation (ORCL) 0.1 $213k 1.3k 166.64
WisdomTree Japan SmallCap Dividend Fund Etf (DFJ) 0.1 $203k 2.7k 75.14
Humana (HUM) 0.1 $203k 800.00 253.71