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
$33.2B
$703,000 0.2% of portfolio
2,082
Q3 2024 Reduced 6.85%
$248B
$708,000 0.2% of portfolio
12,336
Q1 2025 Added 0.03%
$6.78B
$641,000 0.19% of portfolio
14,288
Q4 2024 Added 5.68%
$47.3B
$643,000 0.19% of portfolio
62,533
Q4 2024 Reduced 0.93%
$19.1B
$650,000 0.19% of portfolio
105,727
Q1 2025 Added 34.79%
-
$652,000 0.19% of portfolio
-
Q1 2025 Reduced 1.15%
$998M
$656,000 0.19% of portfolio
24,315
Q4 2024 Added 205.31%
$5.36B
$656,000 0.19% of portfolio
31,448
Q1 2025 Added 406.41%
$212B
$658,000 0.19% of portfolio
1,996
Q4 2022 Reduced 3.11%
$165B
$609,000 0.18% of portfolio
15,929
Q3 2024 New
$1.62T
$610,000 0.18% of portfolio
1,059
Q1 2023 New
$28.7B
$618,000 0.18% of portfolio
30,800
Q3 2024 New
$30.6B
$621,000 0.18% of portfolio
6,753
Q1 2025 Added 24.87%
$200B
$635,000 0.18% of portfolio
22,456
Q1 2025 Added 67.41%
$636B
$575,000 0.17% of portfolio
4,113
Q2 2019 New
$48.1B
$584,000 0.17% of portfolio
4,595
Q2 2020 New
Fidelity Inflation Prot Bd Index
-
$589,000 0.17% of portfolio
-
Q3 2024 New
$0
$601,000 0.17% of portfolio
3,102
Q4 2023 New
$173B
$543,000 0.16% of portfolio
8,396
Q1 2025 Added 19.89%
$212B
$543,000 0.16% of portfolio
6,059
Q3 2024 Added 0.1%
$14.6B
$547,000 0.16% of portfolio
56,476
Q1 2025 Reduced 1.7%
$82.7B
$549,000 0.16% of portfolio
5,008
Q1 2020 Reduced 4.21%
$47.1B
$559,000 0.16% of portfolio
5,357
Q4 2022 Reduced 9.49%
$275B
$564,000 0.16% of portfolio
4,267
Q1 2025 Added 0.35%
Dodge & Cox Stock I
-
$564,000 0.16% of portfolio
-
Q3 2024 New
$47B
$515,000 0.15% of portfolio
34,671
Q1 2025 Added 76.25%
Vanguard Total Stock Mkt Idx Adm
-
$515,000 0.15% of portfolio
-
Q1 2025 Reduced 18.79%
$88.7B
$515,000 0.15% of portfolio
11,625
Q1 2025 Added 31.47%
$71B
$514,000 0.15% of portfolio
135
Q4 2024 Added 6.3%
$30.8B
$511,000 0.15% of portfolio
17,600
Q3 2024 New
$43B
$509,000 0.15% of portfolio
3,700
Q3 2022 New
Anglogold Ashanti PLC F
-
$502,000 0.15% of portfolio
-
Q1 2025 Reduced 4.31%
$30.4B
$516,000 0.15% of portfolio
110,771
Q3 2024 Reduced 6.07%
$16.7B
$517,000 0.15% of portfolio
72,834
Q4 2023 Reduced 7.94%
$36.7B
$519,000 0.15% of portfolio
5,324
Q1 2025 Added 1.08%
$95.1B
$534,000 0.15% of portfolio
8,899
Q1 2025 Reduced 0.27%
$179B
$534,000 0.15% of portfolio
11,781
Q1 2025 Added 42.49%
Schwab Value Advantage Money Inv
-
$532,000 0.15% of portfolio
-
Q1 2025 Reduced 31.36%
$47.1B
$528,000 0.15% of portfolio
11,203
Q4 2024 Added 0.78%
$83.7B
$526,000 0.15% of portfolio
2,939
Q3 2020 New
$133B
$523,000 0.15% of portfolio
4,420
Q1 2025 Added 69.35%
$0
$521,000 0.15% of portfolio
7,896
Q1 2025 Added 0.46%
$0
$484,000 0.14% of portfolio
5,853
Q1 2025 Reduced 2.47%
$154B
$487,000 0.14% of portfolio
1,039
Q1 2025 Added 1.46%
$85.5B
$498,000 0.14% of portfolio
4,840
Q1 2025 Added 0.04%
$58.9B
$498,000 0.14% of portfolio
2,155
Q1 2025 Added 0.75%
$42.6B
$500,000 0.14% of portfolio
5,268
Q4 2024 Reduced 10.32%
$1.57B
$447,000 0.13% of portfolio
198,041
Q1 2025 Reduced 39.83%
$36.1B
$441,000 0.13% of portfolio
7,714
Q4 2024 Added 0.72%

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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