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
$68.4B
$1.71 Million 0.49% of portfolio
16,565
Q4 2024 Added 1.36%
$253B
$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%
$81.2B
$1.61 Million 0.46% of portfolio
18,920
Q1 2022 Reduced 0.02%
$70.1B
$1.59 Million 0.45% of portfolio
8,255
Q1 2020 Reduced 2.47%
$241B
$1.55 Million 0.44% of portfolio
15,892
Q4 2024 Reduced 5.99%
$75.5B
$1.44 Million 0.41% of portfolio
3,067
Q3 2023 Reduced 0.2%
$35.5B
$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%
$76.8B
$1.37 Million 0.39% of portfolio
62,420
Q4 2024 Added 1.74%
$103B
$1.34 Million 0.38% of portfolio
15,900
Q1 2020 Reduced 8.62%
$115B
$1.33 Million 0.38% of portfolio
6,242
Q4 2024 Added 1.66%
$115B
$1.32 Million 0.38% of portfolio
2,724
Q4 2024 Reduced 13.03%
$1.25B
$1.3 Million 0.37% of portfolio
24,315
Q4 2024 Added 205.31%
$16.6B
$1.3 Million 0.37% of portfolio
368,189
Q4 2024 Added 126.2%
$181B
$1.31 Million 0.37% of portfolio
11,756
Q4 2024 Reduced 0.46%
$86B
$1.26 Million 0.36% of portfolio
50,632
Q3 2024 New
$21.9B
$1.21 Million 0.34% of portfolio
13,772
Q4 2024 Added 1.86%
$36.1B
$1.19 Million 0.34% of portfolio
19,220
Q1 2020 Reduced 1.54%
$395B
$1.16 Million 0.33% of portfolio
6,907
Q2 2024 Reduced 0.19%
$232B
$1.11 Million 0.32% of portfolio
16,930
Q2 2019 New
$40.3B
$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
$219B
$1.09 Million 0.31% of portfolio
4,941
Q4 2024 Added 2.23%
$77.2B
$1.08 Million 0.31% of portfolio
4,267
Q1 2022 Reduced 0.19%
$43.5B
$1.06 Million 0.3% of portfolio
17,266
Q4 2020 Reduced 23.32%
$73.7B
$1.05 Million 0.3% of portfolio
5,215
Q2 2019 New
$0
$970,000 0.28% of portfolio
18,073
Q3 2024 New
$57B
$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%
$46.7B
$943,000 0.27% of portfolio
15,874
Q4 2024 Reduced 2.05%
$23.3B
$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%
$144B
$902,000 0.26% of portfolio
3,959
Q1 2023 Reduced 1.17%
$88.4B
$899,000 0.26% of portfolio
15,065
Q4 2024 Reduced 5.52%
$18.6B
$838,000 0.24% of portfolio
10,765
Q3 2024 Reduced 6.21%
$200B
$803,000 0.23% of portfolio
5,281
Q2 2024 Reduced 2.04%
$297B
$791,000 0.23% of portfolio
12,720
Q4 2024 Reduced 0.13%
$14.5B
$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%
$11.2B
$773,000 0.22% of portfolio
47,960
Q4 2024 Added 28.87%
$177B
$724,000 0.21% of portfolio
1,996
Q4 2022 Reduced 3.11%
$47.9B
$724,000 0.21% of portfolio
5,357
Q4 2022 Reduced 9.49%
$7.35B
$751,000 0.21% of portfolio
7,832
Q4 2020 New
$410B
$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
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