Lorne Steinberg Wealth Management

Lorne Steinberg Wealth Management as of March 31, 2025

Portfolio Holdings for Lorne Steinberg Wealth Management

Lorne Steinberg Wealth Management holds 70 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
Rbc Cad (RY) 3.8 $13M 117k 112.76
Berkshire Hathaway (BRK.B) 3.6 $12M 23k 532.58
Facebook Inc cl a (META) 3.5 $12M 21k 576.36
Allstate Corporation (ALL) 3.1 $11M 52k 207.07
Microsoft Corporation (MSFT) 3.1 $11M 29k 375.39
Visa (V) 2.9 $9.9M 28k 350.46
JPMorgan Chase & Co. (JPM) 2.8 $9.5M 39k 245.30
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 2.8 $9.5M 62k 154.64
Cibc Cad (CM) 2.7 $9.3M 165k 56.31
Tor Dom Bk Cad (TD) 2.6 $8.9M 149k 59.98
American Express Company (AXP) 2.6 $8.9M 33k 269.05
Tc Energy Corp (TRP) 2.5 $8.5M 181k 47.27
Amazon (AMZN) 2.3 $7.8M 41k 190.26
Bk Nova Cad (BNS) 2.2 $7.5M 159k 47.46
CVS Caremark Corporation (CVS) 2.2 $7.5M 110k 67.75
Smith & Nephew Sponsored Adr (SNN) 2.2 $7.4M 262k 28.37
Electronic Arts (EA) 2.1 $7.1M 49k 144.52
Bank Of Montreal Cadcom (BMO) 2.1 $7.1M 74k 95.59
Cisco Systems (CSCO) 2.0 $7.0M 114k 61.71
Corteva (CTVA) 2.0 $7.0M 111k 62.93
Sun Life Financial (SLF) 1.9 $6.6M 116k 57.29
Canadian Natl Ry (CNI) 1.9 $6.5M 67k 97.41
Canadian Pacific Kansas City (CP) 1.9 $6.4M 91k 70.25
Walt Disney Company (DIS) 1.9 $6.4M 65k 98.70
Becton, Dickinson and (BDX) 1.9 $6.4M 28k 229.06
Morgan Stanley Cl A (MS) 1.8 $6.1M 52k 116.67
Manulife Finl Corp (MFC) 1.8 $6.0M 193k 31.19
Diageo Sponsored Adr (DEO) 1.7 $6.0M 57k 104.79
Goldman Sachs (GS) 1.7 $5.7M 10k 546.29
Unilever Sponsored Adr 1.6 $5.6M 95k 59.55
Viatris Com New (VTRS) 1.6 $5.6M 644k 8.71
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.5 $5.3M 102k 52.39
Starbucks Corporation (SBUX) 1.5 $5.3M 54k 98.09
Johnson & Johnson (JNJ) 1.5 $5.3M 32k 165.84
Wisdomtree Trust Emg Mkts Sm etf 1.5 $5.0M 348k 14.36
Tractor Supply Company (TSCO) 1.4 $4.9M 89k 55.10
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 1.4 $4.8M 29k 166.00
Adobe Systems Incorporated (ADBE) 1.4 $4.8M 13k 383.53
Nutrien (NTR) 1.4 $4.7M 94k 49.68
Kenvue (KVUE) 1.3 $4.5M 188k 23.98
Bce (BCE) 1.2 $4.0M 174k 22.98
Open Text Corp (OTEX) 1.1 $3.8M 149k 25.26
Middleby Corporation (MIDD) 1.1 $3.7M 25k 151.98
State Street Corporation (STT) 1.0 $3.5M 40k 89.53
Apple (AAPL) 1.0 $3.5M 16k 222.13
Kraft Heinz (KHC) 1.0 $3.3M 110k 30.43
Rogers Communications -cl B (RCI) 0.9 $3.2M 121k 26.73
Magna Intl Inc cl a (MGA) 0.8 $2.9M 85k 34.02
Canadian Natural Resources (CNQ) 0.8 $2.6M 86k 30.80
Automatic Data Processing (ADP) 0.8 $2.6M 8.6k 305.53
Warner Bros. Discovery Inc. Class A Com Ser A (WBD) 0.7 $2.5M 229k 10.73
Nike (NKE) 0.7 $2.4M 37k 63.48
iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) 0.6 $2.2M 28k 78.89
Scotts Miracle-Gro Company (SMG) 0.6 $1.9M 35k 54.89
SPDR Bloomberg Barclays High Yield Bond ETF Etf (JNK) 0.4 $1.2M 13k 95.30
Berkshire Hathaway Cl A Cl B New (BRK.A) 0.2 $798k 1.00 798441.00
iShares MSCI World ETF Etf (URTH) 0.2 $715k 4.7k 153.18
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.2 $518k 3.3k 156.23
Cenovus Energy (CVE) 0.1 $486k 35k 13.91
Costco Wholesale Corporation (COST) 0.1 $464k 491.00 945.78
Procter & Gamble Company (PG) 0.1 $435k 2.6k 170.42
McDonald's Corporation (MCD) 0.1 $390k 1.2k 312.37
NVIDIA Corporation (NVDA) 0.1 $320k 3.0k 108.38
Eli Lilly & Co. (LLY) 0.1 $260k 315.00 825.91
Merck & Co (MRK) 0.1 $235k 2.6k 89.76
WisdomTree Japan SmallCap Dividend Fund Etf (DFJ) 0.1 $215k 2.7k 79.27
Humana (HUM) 0.1 $212k 800.00 264.60
Wal-Mart Stores (WMT) 0.1 $210k 2.4k 87.79
Royal Caribbean Cruises (RCL) 0.1 $205k 1.0k 205.44
ING Groep Sponsored Adr (ING) 0.1 $201k 10k 19.59