Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $350 Million
  • Q4 2024

Lester Murray Antman Dba Simply Rich has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $350 Million distributed in 216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.2M, Alphabet Inc. with a value of $18.9M, Ishares Msci Usa Min Vol Facto with a value of $16.7M, Ishares Msci Emerging Markets with a value of $15.1M, and Ishares Msci Eafe Min Vol Fact with a value of $14.3M.

Examining the 13F form we can see an decrease of $8.33M in the current position value, from $359M to 350M.

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

Portfolio value $350 Million
Technology: $74.7 Million
ETFs: $64.7 Million
Communication Services: $45.5 Million
Healthcare: $35 Million
Financial Services: $33.1 Million
Consumer Cyclical: $30.6 Million
Industrials: $21.2 Million
Consumer Defensive: $16.5 Million
Other: $16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.3B
$1.71 Million 0.49% of portfolio
16,565
Q4 2024 Added 1.36%
$259B
$1.66 Million 0.47% of portfolio
26,564
Q4 2024 Reduced 8.38%
$0
$1.65 Million 0.47% of portfolio
15,066
Q4 2024 Added 0.39%
$195B
$1.65 Million 0.47% of portfolio
14,216
Q2 2024 Reduced 2.66%
$75.5B
$1.61 Million 0.46% of portfolio
18,920
Q1 2022 Reduced 0.02%
$71B
$1.59 Million 0.45% of portfolio
8,255
Q1 2020 Reduced 2.47%
$240B
$1.55 Million 0.44% of portfolio
15,892
Q4 2024 Reduced 5.99%
$78.8B
$1.44 Million 0.41% of portfolio
3,067
Q3 2023 Reduced 0.2%
$34.5B
$1.39 Million 0.4% of portfolio
7,560
Q2 2022 New
Brookfield Corp Fclass A
-
$1.35 Million 0.39% of portfolio
-
Q4 2022 New
1/100 Berkshire Htwy A Class A
-
$1.36 Million 0.39% of portfolio
-
Q3 2024 New
$0
$1.37 Million 0.39% of portfolio
15,344
Q1 2024 Reduced 1.41%
$76.5B
$1.37 Million 0.39% of portfolio
62,420
Q4 2024 Added 1.74%
$94.5B
$1.34 Million 0.38% of portfolio
15,900
Q1 2020 Reduced 8.62%
$121B
$1.33 Million 0.38% of portfolio
6,242
Q4 2024 Added 1.66%
$117B
$1.32 Million 0.38% of portfolio
2,724
Q4 2024 Reduced 13.03%
$1.21B
$1.3 Million 0.37% of portfolio
24,315
Q4 2024 Added 205.31%
$16.7B
$1.3 Million 0.37% of portfolio
368,189
Q4 2024 Added 126.2%
$180B
$1.31 Million 0.37% of portfolio
11,756
Q4 2024 Reduced 0.46%
$83.4B
$1.26 Million 0.36% of portfolio
50,632
Q3 2024 New
$22.4B
$1.21 Million 0.34% of portfolio
13,772
Q4 2024 Added 1.86%
$37.2B
$1.19 Million 0.34% of portfolio
19,220
Q1 2020 Reduced 1.54%
$404B
$1.16 Million 0.33% of portfolio
6,907
Q2 2024 Reduced 0.19%
$228B
$1.11 Million 0.32% of portfolio
16,930
Q2 2019 New
$41.6B
$1.11 Million 0.32% of portfolio
5,401
Q4 2024 Added 2.86%
Thomson Reuters Corp F
-
$1.13 Million 0.32% of portfolio
-
Q2 2023 New
$223B
$1.09 Million 0.31% of portfolio
4,941
Q4 2024 Added 2.23%
$76.2B
$1.08 Million 0.31% of portfolio
4,267
Q1 2022 Reduced 0.19%
$44.2B
$1.06 Million 0.3% of portfolio
17,266
Q4 2020 Reduced 23.32%
$76.5B
$1.05 Million 0.3% of portfolio
5,215
Q2 2019 New
$0
$970,000 0.28% of portfolio
18,073
Q3 2024 New
$55.2B
$994,000 0.28% of portfolio
12,603
Q2 2020 New
$0
$996,000 0.28% of portfolio
23,237
Q4 2023 New
$0
$959,000 0.27% of portfolio
8,615
Q3 2024 Reduced 0.81%
$48B
$943,000 0.27% of portfolio
15,874
Q4 2024 Reduced 2.05%
$23B
$910,000 0.26% of portfolio
12,254
Q4 2024 Reduced 10.25%
Linde PLC F
-
$909,000 0.26% of portfolio
-
Q4 2024 Added 1.54%
$145B
$902,000 0.26% of portfolio
3,959
Q1 2023 Reduced 1.17%
$93B
$899,000 0.26% of portfolio
15,065
Q4 2024 Reduced 5.52%
$19.2B
$838,000 0.24% of portfolio
10,765
Q3 2024 Reduced 6.21%
$207B
$803,000 0.23% of portfolio
5,281
Q2 2024 Reduced 2.04%
$310B
$791,000 0.23% of portfolio
12,720
Q4 2024 Reduced 0.13%
$13.6B
$785,000 0.22% of portfolio
9,539
Q4 2024 Added 23.21%
Schwab Value Advantage Money Investor Shares
-
$775,000 0.22% of portfolio
-
Q4 2024 Reduced 17.49%
$11.5B
$773,000 0.22% of portfolio
47,960
Q4 2024 Added 28.87%
$174B
$724,000 0.21% of portfolio
1,996
Q4 2022 Reduced 3.11%
$48B
$724,000 0.21% of portfolio
5,357
Q4 2022 Reduced 9.49%
$7.37B
$751,000 0.21% of portfolio
7,832
Q4 2020 New
$377B
$685,000 0.2% of portfolio
4,113
Q2 2019 New

Summary

  • Portfolio
  • No. of Stocks 216
  • Current Value $350 Million
  • Prior Value $359 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Lester Murray Antman Dba Simply Rich Portfolio

Follow Lester Murray Antman Dba Simply Rich and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lester Murray Antman Dba Simply Rich, based on Form 13F filings with the SEC.

News

Stay updated on Lester Murray Antman Dba Simply Rich with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email