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
$2.45B
$438,000 0.13% of portfolio
45,503
Q1 2025 Added 0.43%
$177B
$418,000 0.12% of portfolio
2,329
Q1 2025 Reduced 10.49%
$85.3B
$369,000 0.11% of portfolio
258
Q1 2025 Added 2.38%
$2.42B
$375,000 0.11% of portfolio
28,454
Q1 2025 Reduced 23.97%
Vanguard Total World Stock Index Admiral
-
$379,000 0.11% of portfolio
-
Q3 2024 New
$107B
$380,000 0.11% of portfolio
6,342
Q1 2025 Added 0.08%
$30.3B
$382,000 0.11% of portfolio
26,543
Q1 2025 New
$277B
$385,000 0.11% of portfolio
2,427
Q1 2024 Reduced 0.16%
$0
$388,000 0.11% of portfolio
694
Q3 2024 Reduced 27.1%
$40.5B
$393,000 0.11% of portfolio
6,183
Q3 2024 Reduced 29.29%
$32.8B
$397,000 0.11% of portfolio
3,400
Q3 2022 Reduced 0.47%
$44.1B
$338,000 0.1% of portfolio
27,200
Q3 2024 New
$36.2B
$345,000 0.1% of portfolio
4,607
Q1 2022 Reduced 0.67%
$28.3B
$351,000 0.1% of portfolio
2,345
Q1 2025 Reduced 1.55%
$160B
$353,000 0.1% of portfolio
4,510
Q2 2023 Reduced 0.68%
$20.2B
$353,000 0.1% of portfolio
15,992
Q4 2024 Reduced 8.13%
$170M
$357,000 0.1% of portfolio
5,000
Q4 2023 New
$23.9B
$359,000 0.1% of portfolio
-
Q1 2024 New
Aptiv PLC New F
-
$303,000 0.09% of portfolio
-
Q4 2024 New
Brookfield Asset Mgmt Fclass A
-
$303,000 0.09% of portfolio
-
Q3 2024 Reduced 5.87%
$0
$302,000 0.09% of portfolio
3,102
Q2 2024 Reduced 6.96%
$28B
$300,000 0.09% of portfolio
3,643
Q4 2024 Added 7.53%
$53B
$300,000 0.09% of portfolio
1,003
Q2 2024 Reduced 2.24%
$12.5B
$295,000 0.09% of portfolio
5,608
Q1 2025 Added 1.25%
Fidelity Total Market Index
-
$294,000 0.09% of portfolio
-
Q3 2024 New
$266B
$306,000 0.09% of portfolio
1,832
Q1 2024 New
Te Connectivity PLC F
-
$310,000 0.09% of portfolio
-
Q3 2024 New
$75.1B
$327,000 0.09% of portfolio
1,203
Q1 2021 New
$82.4B
$326,000 0.09% of portfolio
3,392
Q1 2025 Added 0.06%
$38.9B
$326,000 0.09% of portfolio
4,201
Q2 2024 New
$11.8B
$324,000 0.09% of portfolio
34,944
Q1 2025 Added 8.65%
$101B
$321,000 0.09% of portfolio
7,772
Q1 2025 Added 2.48%
$105B
$313,000 0.09% of portfolio
1,089
Q4 2023 New
$3.14B
$312,000 0.09% of portfolio
34,416
Q1 2025 Reduced 0.08%
$14.1B
$262,000 0.08% of portfolio
14,686
Q3 2024 New
Schwab Total Stock Market Index
-
$274,000 0.08% of portfolio
-
Q3 2024 New
$14.5B
$274,000 0.08% of portfolio
755
Q1 2025 Reduced 43.15%
$26.6B
$274,000 0.08% of portfolio
5,727
Q1 2025 Reduced 26.94%
$28.6B
$275,000 0.08% of portfolio
29,448
Q1 2025 Reduced 15.3%
$10.7B
$276,000 0.08% of portfolio
14,263
Q1 2025 Added 0.06%
$83.6B
$282,000 0.08% of portfolio
12,431
Q1 2025 Reduced 2.03%
$5.45B
$285,000 0.08% of portfolio
5,190
Q1 2025 Reduced 1.42%
$18B
$232,000 0.07% of portfolio
1,174
Q2 2024 Reduced 0.17%
$33.6B
$230,000 0.07% of portfolio
11,843
Q1 2025 New
Fidelity Blue Chip Growth
-
$228,000 0.07% of portfolio
-
Q3 2024 New
$42.6B
$226,000 0.07% of portfolio
22,719
Q1 2025 New
$49.6B
$226,000 0.07% of portfolio
761
Q3 2024 Added 1.33%
$23.3B
$233,000 0.07% of portfolio
11,624
Q1 2025 New
Lam Resh Corp
-
$235,000 0.07% of portfolio
-
Q4 2024 New

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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