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
$33.7B
$703,000 0.2% of portfolio
2,082
Q3 2024 Reduced 6.85%
$234B
$708,000 0.2% of portfolio
12,336
Q1 2025 Added 0.03%
$6.62B
$641,000 0.19% of portfolio
14,288
Q4 2024 Added 5.68%
$52B
$643,000 0.19% of portfolio
62,533
Q4 2024 Reduced 0.93%
$18.2B
$650,000 0.19% of portfolio
105,727
Q1 2025 Added 34.79%
-
$652,000 0.19% of portfolio
-
Q1 2025 Reduced 1.15%
$987M
$656,000 0.19% of portfolio
24,315
Q4 2024 Added 205.31%
$4.95B
$656,000 0.19% of portfolio
31,448
Q1 2025 Added 406.41%
$184B
$658,000 0.19% of portfolio
1,996
Q4 2022 Reduced 3.11%
$161B
$609,000 0.18% of portfolio
15,929
Q3 2024 New
$1.45T
$610,000 0.18% of portfolio
1,059
Q1 2023 New
$29.5B
$618,000 0.18% of portfolio
30,800
Q3 2024 New
$28.7B
$621,000 0.18% of portfolio
6,753
Q1 2025 Added 24.87%
$196B
$635,000 0.18% of portfolio
22,456
Q1 2025 Added 67.41%
$442B
$575,000 0.17% of portfolio
4,113
Q2 2019 New
$40.8B
$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%
$193B
$543,000 0.16% of portfolio
6,059
Q3 2024 Added 0.1%
$13.4B
$547,000 0.16% of portfolio
56,476
Q1 2025 Reduced 1.7%
$70.8B
$549,000 0.16% of portfolio
5,008
Q1 2020 Reduced 4.21%
$44.2B
$559,000 0.16% of portfolio
5,357
Q4 2022 Reduced 9.49%
$309B
$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
$45.4B
$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%
$92.3B
$515,000 0.15% of portfolio
11,625
Q1 2025 Added 31.47%
$71.1B
$514,000 0.15% of portfolio
135
Q4 2024 Added 6.3%
$28.6B
$511,000 0.15% of portfolio
17,600
Q3 2024 New
$40.1B
$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%
$30.2B
$516,000 0.15% of portfolio
110,771
Q3 2024 Reduced 6.07%
$16.8B
$517,000 0.15% of portfolio
72,834
Q4 2023 Reduced 7.94%
$38.2B
$519,000 0.15% of portfolio
5,324
Q1 2025 Added 1.08%
$97.2B
$534,000 0.15% of portfolio
8,899
Q1 2025 Reduced 0.27%
$181B
$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%
$50.5B
$528,000 0.15% of portfolio
11,203
Q4 2024 Added 0.78%
$73.3B
$526,000 0.15% of portfolio
2,939
Q3 2020 New
$124B
$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%
$153B
$487,000 0.14% of portfolio
1,039
Q1 2025 Added 1.46%
$81.4B
$498,000 0.14% of portfolio
4,840
Q1 2025 Added 0.04%
$58.4B
$498,000 0.14% of portfolio
2,155
Q1 2025 Added 0.75%
$41.8B
$500,000 0.14% of portfolio
5,268
Q4 2024 Reduced 10.32%
$1.4B
$447,000 0.13% of portfolio
198,041
Q1 2025 Reduced 39.83%
$37.4B
$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
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