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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.23T
$24.1 Million 6.98% of portfolio
108,554
Q1 2025 Reduced 0.09%
$1.05T
$15.5 Million 4.48% of portfolio
99,177
Q1 2025 Reduced 0.05%
$3.43T
$9.86 Million 2.85% of portfolio
26,262
Q1 2025 Reduced 0.05%
$1.03T
$9.55 Million 2.76% of portfolio
61,747
Q4 2024 Reduced 0.05%
$597B
$8.25 Million 2.39% of portfolio
23,552
Q4 2024 Reduced 0.08%
$282B
$7.94 Million 2.3% of portfolio
15,169
Q4 2024 Reduced 0.89%
$377B
$6.26 Million 1.81% of portfolio
17,071
Q1 2025 Reduced 0.17%
$161B
$6.01 Million 1.74% of portfolio
86,606
Q1 2025 Added 0.61%
$1T
$5.79 Million 1.68% of portfolio
34,895
Q4 2024 Reduced 0.09%
$96.6B
$4.11 Million 1.19% of portfolio
12,504
Q2 2024 Reduced 0.29%
$103B
$4.08 Million 1.18% of portfolio
81,000
Q1 2025 Reduced 0.01%
$268B
$4.02 Million 1.16% of portfolio
45,792
Q1 2025 Added 0.0%
$655B
$3.88 Million 1.12% of portfolio
7,278
Q4 2024 Added 0.65%
$103B
$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
$2.83 Million 0.82% of portfolio
9,095
Q2 2024 Reduced 0.85%
$559B
$2.83 Million 0.82% of portfolio
5,162
Q3 2022 Reduced 0.21%
$92.1B
$2.76 Million 0.8% of portfolio
6,341
Q1 2025 Added 1.47%
$70.3B
$2.65 Million 0.77% of portfolio
28,367
Q1 2025 Added 0.68%
$200B
$2.52 Million 0.73% of portfolio
8,088
Q4 2020 Reduced 0.61%
$8.77B
$2.37 Million 0.69% of portfolio
151,174
Q1 2025 Added 0.01%
$87.5B
$2.28 Million 0.66% of portfolio
5,320
Q1 2025 Added 0.02%
$69.3B
$2.26 Million 0.65% of portfolio
5,155
Q1 2025 Reduced 1.26%
$259B
$2.17 Million 0.63% of portfolio
35,195
Q1 2025 Added 0.06%
$104B
$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%
$236B
$2.16 Million 0.62% of portfolio
29,415
Q1 2025 Added 10.73%
$123B
$2.1 Million 0.61% of portfolio
6,949
Q4 2024 Reduced 0.1%
$79.5B
$2.08 Million 0.6% of portfolio
9,418
Q4 2023 Reduced 0.34%
$100B
$2.05 Million 0.59% of portfolio
11,895
Q2 2024 Reduced 1.57%
$460B
$2.01 Million 0.58% of portfolio
2,127
Q1 2025 Added 0.14%
$354B
$1.98 Million 0.57% of portfolio
7,375
Q3 2022 Reduced 5.14%
$249B
$1.98 Million 0.57% of portfolio
17,776
Q1 2025 Added 11.86%
$32.6B
$1.91 Million 0.55% of portfolio
19,607
Q1 2025 Reduced 1.01%
$201B
$1.88 Million 0.54% of portfolio
14,216
Q2 2024 Reduced 2.66%
$135B
$1.88 Million 0.54% of portfolio
6,152
Q4 2024 Added 1.23%
$162B
$1.88 Million 0.54% of portfolio
31,531
Q1 2025 Reduced 9.28%
$65.4B
$1.86 Million 0.54% of portfolio
16,693
Q1 2025 Added 0.77%
$71.1B
$1.82 Million 0.53% of portfolio
18,633
Q1 2025 Added 1.01%
$152B
$1.82 Million 0.53% of portfolio
49,276
Q1 2025 Reduced 5.27%
$273B
$1.83 Million 0.53% of portfolio
14,800
Q3 2024 New
$261B
$1.72 Million 0.5% of portfolio
9,734
Q1 2025 Added 0.01%
$4.22B
$1.71 Million 0.49% of portfolio
64,518
Q3 2024 Reduced 5.79%
$76.3B
$1.58 Million 0.46% of portfolio
24,840
Q1 2025 Reduced 1.74%
$454B
$1.6 Million 0.46% of portfolio
2
Q1 2025 New
$74.6B
$1.57 Million 0.45% of portfolio
3,067
Q3 2023 Reduced 0.2%
$37.7B
$1.57 Million 0.45% of portfolio
7,560
Q2 2022 New
$116B
$1.52 Million 0.44% of portfolio
6,242
Q4 2024 Added 1.66%

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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