Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $346 Million
  • Q1 2025

Lester Murray Antman Dba Simply Rich has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $346 Million distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.1M, Ishares Msci Usa Min Vol Facto with a value of $19.8M, Ishares Msci Eafe Min Vol Fact with a value of $15.9M, Alphabet Inc. with a value of $15.5M, and Ishares Msci Emerging Markets with a value of $15M.

Examining the 13F form we can see an decrease of $4.78M in the current position value, from $350M to 346M.

Below you can find more details about Lester Murray Antman Dba Simply Rich portfolio as well as his latest detailed transactions.

Portfolio value $346 Million
ETFs: $67.6 Million
Technology: $66.5 Million
Communication Services: $40.8 Million
Financial Services: $37 Million
Healthcare: $36.1 Million
Consumer Cyclical: $30.6 Million
Industrials: $21.4 Million
Consumer Defensive: $16.2 Million
Other: $17.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4T
$24.1 Million 6.98% of portfolio
108,554
Q1 2025 Reduced 0.09%
$0
$19.8 Million 5.74% of portfolio
211,915
Q1 2025 Added 12.56%
$0
$15.9 Million 4.59% of portfolio
203,486
Q1 2025 Added 0.76%
$1.01T
$15.5 Million 4.48% of portfolio
99,177
Q1 2025 Reduced 0.05%
$0
$15 Million 4.35% of portfolio
257,474
Q1 2025 Reduced 1.02%
$3.38T
$9.86 Million 2.85% of portfolio
26,262
Q1 2025 Reduced 0.05%
$957B
$9.55 Million 2.76% of portfolio
61,747
Q4 2024 Reduced 0.05%
$592B
$8.25 Million 2.39% of portfolio
23,552
Q4 2024 Reduced 0.08%
$257B
$7.94 Million 2.3% of portfolio
15,169
Q4 2024 Reduced 0.89%
$388B
$6.26 Million 1.81% of portfolio
17,071
Q1 2025 Reduced 0.17%
$149B
$6.01 Million 1.74% of portfolio
86,606
Q1 2025 Added 0.61%
$1.01T
$5.79 Million 1.68% of portfolio
34,895
Q4 2024 Reduced 0.09%
$0
$4.52 Million 1.31% of portfolio
26,084
Q1 2025 Added 0.19%
$0
$4.28 Million 1.24% of portfolio
176,521
Q1 2025 Reduced 31.69%
$94.2B
$4.11 Million 1.19% of portfolio
12,504
Q2 2024 Reduced 0.29%
$104B
$4.08 Million 1.18% of portfolio
81,000
Q1 2025 Reduced 0.01%
$694B
$3.88 Million 1.12% of portfolio
7,278
Q4 2024 Added 0.65%
$102B
$3.49 Million 1.01% of portfolio
5,191
Q4 2024 Added 1.03%
$231B
$3.39 Million 0.98% of portfolio
10,857
Q1 2025 Reduced 0.39%
$22.8B
$2.95 Million 0.85% of portfolio
29,537
Q1 2025 Reduced 2.83%
$154B
$2.85 Million 0.82% of portfolio
23,358
Q2 2022 Reduced 0.15%
$145B
$2.83 Million 0.82% of portfolio
9,095
Q2 2024 Reduced 0.85%
$555B
$2.83 Million 0.82% of portfolio
5,162
Q3 2022 Reduced 0.21%
$99.3B
$2.76 Million 0.8% of portfolio
6,341
Q1 2025 Added 1.47%
$71.3B
$2.65 Million 0.77% of portfolio
28,367
Q1 2025 Added 0.68%
$204B
$2.52 Million 0.73% of portfolio
8,088
Q4 2020 Reduced 0.61%
$9.06B
$2.37 Million 0.69% of portfolio
151,174
Q1 2025 Added 0.01%
$90.4B
$2.28 Million 0.66% of portfolio
5,320
Q1 2025 Added 0.02%
$71B
$2.26 Million 0.65% of portfolio
5,155
Q1 2025 Reduced 1.26%
$264B
$2.17 Million 0.63% of portfolio
35,195
Q1 2025 Added 0.06%
$98.5B
$2.17 Million 0.63% of portfolio
8,172
Q4 2024 Added 1.31%
$2.09T
$2.15 Million 0.62% of portfolio
11,280
Q2 2022 Added 1,900.0%
$233B
$2.16 Million 0.62% of portfolio
29,415
Q1 2025 Added 10.73%
$121B
$2.1 Million 0.61% of portfolio
6,949
Q4 2024 Reduced 0.1%
Rb Global Inc F
-
$2.09 Million 0.6% of portfolio
-
Q3 2024 Reduced 1.77%
$79.5B
$2.08 Million 0.6% of portfolio
9,418
Q4 2023 Reduced 0.34%
$97.6B
$2.05 Million 0.59% of portfolio
11,895
Q2 2024 Reduced 1.57%
$447B
$2.01 Million 0.58% of portfolio
2,127
Q1 2025 Added 0.14%
$344B
$1.98 Million 0.57% of portfolio
7,375
Q3 2022 Reduced 5.14%
$233B
$1.98 Million 0.57% of portfolio
17,776
Q1 2025 Added 11.86%
$33.4B
$1.91 Million 0.55% of portfolio
19,607
Q1 2025 Reduced 1.01%
$199B
$1.88 Million 0.54% of portfolio
14,216
Q2 2024 Reduced 2.66%
$131B
$1.88 Million 0.54% of portfolio
6,152
Q4 2024 Added 1.23%
$157B
$1.88 Million 0.54% of portfolio
31,531
Q1 2025 Reduced 9.28%
$66.8B
$1.86 Million 0.54% of portfolio
16,693
Q1 2025 Added 0.77%
$73.3B
$1.82 Million 0.53% of portfolio
18,633
Q1 2025 Added 1.01%
$156B
$1.82 Million 0.53% of portfolio
49,276
Q1 2025 Reduced 5.27%
$0
$1.82 Million 0.53% of portfolio
15,671
Q1 2025 Added 4.02%
$284B
$1.83 Million 0.53% of portfolio
14,800
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $346 Million
  • Prior Value $350 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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