Leith Wheeler Investment Counsel Ltd. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.36 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $455M, Wells Fargo & Company with a value of $50.7M, Alphabet Inc. with a value of $45.1M, Electronic Arts Inc. with a value of $41.6M, and Henry Schein Inc with a value of $40.1M.

Examining the 13F form we can see an decrease of $44M in the current position value, from $1.4B to 1.36B.

Below you can find more details about Leith Wheeler Investment Counsel Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $1.36 Billion
ETFs: $512 Million
Healthcare: $187 Million
Communication Services: $156 Million
Financial Services: $143 Million
Industrials: $122 Million
Technology: $98.5 Million
Consumer Cyclical: $63.3 Million
Consumer Defensive: $57.2 Million
Other: $21.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $1.36 Billion
  • Prior Value $1.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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