Lester Murray Antman Dba Simply Rich Incresed Positions in Q1 2025

Lester Murray Antman Dba Simply Rich

  • $346 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
23.7K
+ 12.56%
$87.68 - $94.52 $2.07M - $2.24M
212K $19.8M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.54K
+ 0.76%
$69.81 - $78.9 $107K - $121K
203K $15.9M
SHEL
Shell PLC

Energy
2.85K
+ 10.73%
$62.84 - $73.29 $179K - $209K
29.4K $2.16M
ELV
Elevance Health, Inc.

Healthcare
92
+ 1.47%
$365.9 - $436.25 $33.7K - $40.1K
6.34K $2.76M
NVS
Novartis Ag

Healthcare
1.88K
+ 11.86%
$97.14 - $115.57 $183K - $218K
17.8K $1.98M
CVS
Cvs Health Corp

Healthcare
2.25K
+ 27.91%
$44.22 - $68.64 $99.5K - $155K
10.3K $698K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
15
+ 0.01%
$12.68 - $17.71 $190 - $266
151K $2.37M
T
At&T Inc.

Communication Services
9.04K
+ 67.41%
$21.56 - $28.28 $195K - $256K
22.5K $635K
PDD
Pinduoduo Inc.

Consumer Cyclical
1.81K
+ 69.35%
$94.68 - $131.34 $171K - $238K
4.42K $523K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
15K
+ 76.25%
$12.89 - $15.19 $193K - $228K
34.7K $515K
VZ
Verizon Communications Inc

Communication Services
3.51K
+ 42.49%
$37.81 - $46.49 $133K - $163K
11.8K $534K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
15
+ 0.35%
$80.53 - $147.57 $1.21K - $2.21K
4.27K $564K
NMR
Nomura Holdings Inc

Financial Services
27.3K
+ 34.79%
$5.56 - $6.98 $152K - $190K
106K $650K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
605
+ 4.02%
$107.24 - $116.37 $64.9K - $70.4K
15.7K $1.82M
BIDU
Baidu, Inc.

Communication Services
1.35K
+ 24.87%
$77.43 - $102.51 $104K - $138K
6.75K $621K
TTE
Total Energies Se

Energy
1.39K
+ 19.89%
N/A
8.4K $543K
CHKP
Check Point Software Technologies LTD

Technology
4
+ 0.11%
$179.88 - $231.31 $720 - $925
3.61K $822K
AFL
Aflac Inc

Financial Services
128
+ 0.77%
$100.99 - $111.19 $12.9K - $14.2K
16.7K $1.86M
IBM
International Business Machines Corp

Technology
1
+ 0.02%
$217.4 - $264.74 $217 - $265
4.94K $1.23M
AZN
Astrazeneca PLC

Healthcare
103
+ 0.61%
$65.37 - $77.96 $6.73K - $8.03K
17K $1.25M
ENB
Enbridge Inc

Energy
2.78K
+ 31.47%
$41.54 - $45.45 $116K - $126K
11.6K $515K
FINV
Fin Volution Group

Financial Services
196
+ 0.43%
$6.58 - $10.72 $1.29K - $2.1K
45.5K $438K
SONY
Sony Group Corp

Technology
9
+ 0.03%
$19.88 - $25.64 $179 - $231
29.1K $738K
Linde PLC F
33
+ 1.52%
N/A
2.21K $1.03M
HSBC
Hsbc Holdings PLC

Financial Services
4
+ 0.03%
$48.68 - $61.58 $195 - $246
12.3K $708K
WM
Waste Management Inc

Industrials
1
+ 0.03%
$200.54 - $233.78 $201 - $234
3.18K $735K
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.06%
$58.74 - $64.87 $1.17K - $1.3K
35.2K $2.17M
SCCO
Southern Copper Corp

Basic Materials
191
+ 0.68%
$85.92 - $101.48 $16.4K - $19.4K
28.4K $2.65M
LMT
Lockheed Martin Corp

Industrials
426
+ 15.64%
$423.19 - $506.29 $180K - $216K
3.15K $1.41M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 2.38%
$1187.71 - $1432.58 $7.13K - $8.6K
258 $369K
FMX
Mexican Economic Development Inc

Consumer Defensive
57
+ 1.08%
$81.23 - $100.59 $4.63K - $5.73K
5.32K $519K
NTES
Net Ease, Inc.

Communication Services
2
+ 0.04%
$87.72 - $109.14 $175 - $218
4.84K $498K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.14%
$890.62 - $1076.86 $2.67K - $3.23K
2.13K $2.01M
GRMN
Garmin LTD

Technology
1
+ 0.02%
$204.55 - $241.93 $205 - $242
5.4K $1.17M
DE
Deere & CO

Industrials
15
+ 1.46%
$408.57 - $509.27 $6.13K - $7.64K
1.04K $487K
MO
Altria Group, Inc.

Consumer Defensive
5
+ 0.08%
$50.81 - $60.02 $254 - $300
6.34K $380K
BTI
British American Tobacco P.L.C.

Consumer Defensive
188
+ 2.48%
$35.35 - $42.74 $6.65K - $8.04K
7.77K $321K
FOX
Fox Corp Cl B (De)

Communication Services
69
+ 1.25%
$45.64 - $54.23 $3.15K - $3.74K
5.61K $295K
LNG
Cheniere Energy, Inc.

Energy
16
+ 0.75%
$209.32 - $253.66 $3.35K - $4.06K
2.16K $498K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
36
+ 0.46%
$61.2 - $68.24 $2.2K - $2.46K
7.9K $521K
CHT
Chunghwa Telecom CO LTD

Communication Services
6
+ 0.04%
$36.78 - $39.46 $221 - $237
14.9K $584K
APD
Air Products & Chemicals, Inc.

Basic Materials
54
+ 6.93%
$283.24 - $338.07 $15.3K - $18.3K
833 $245K
CRBG
Corebridge Financial, Inc.

Financial Services
237
+ 3.51%
$29.61 - $34.68 $7.02K - $8.22K
6.98K $220K
RACE
Ferrari N.V.

Consumer Cyclical
1
+ 0.02%
$413.73 - $508.15 $414 - $508
5.32K $2.28M
FTNT
Fortinet, Inc.

Technology
2
+ 0.06%
$92.49 - $114.57 $185 - $229
3.39K $326K
SUZ
Suzano S.A.

Basic Materials
2.78K
+ 8.65%
$9.26 - $10.85 $25.8K - $30.2K
34.9K $324K
IX
Orix Corp

Financial Services
25.2K
+ 406.41%
$20.44 - $107.42 $516K - $2.71M
31.4K $656K
PSO
Pearson PLC

Communication Services
15
+ 0.03%
$15.45 - $17.75 $232 - $266
48K $768K
FHN
First Horizon Corp

Financial Services
9
+ 0.06%
$17.7 - $22.43 $159 - $202
14.3K $276K
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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