Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2024)

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About Lester Murray Antman Dba Simplyrich

Investment Activity

Lester Murray Antman Dba Simplyrich has $309.50 thousand in total holdings as of December 31, 2023.
Lester Murray Antman Dba Simplyrich owns shares of 179 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 2.17% of the portfolio was purchased this quarter.
About 1.32% of the portfolio was sold this quarter.
This quarter, Lester Murray Antman Dba Simplyrich has purchased 173 new stocks and bought additional shares in 59 stocks.
Lester Murray Antman Dba Simplyrich sold shares of 23 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple: $18,905
iShares MSCI USA Min Vol Factor ETF: $15,842
Alphabet: $15,191
iShares MSCI Emerging Markets Min Vol Factor ETF: $14,004
iShares MSCI EAFE Min Vol Factor ETF: $13,410

Largest New Holdings this Quarter

Nomura: $460 Holding
CRH PLC: $353 Holding
Takeda Pharmaceutical: $351 Holding
Tower Semiconductor: $342 Holding
NICE: $331 Holding

Largest Purchases this Quarter

Walmart: 29,410 shares (about $1.77K)
Nomura: 71,578 shares (about $460.00)
CRH PLC: 4,084 shares (about $353.00)
Takeda Pharmaceutical: 25,245 shares (about $351.00)
Tower Semiconductor: 10,218 shares (about $342.00)

Largest Sales this Quarter

Archer-Daniels-Midland: 21,531 shares (about $1.36K)
iShares Global REIT ETF: 12,563 shares (about $297.50)
Apple: 328 shares (about $56.25)
Microsoft: 109 shares (about $45.86)
Estée Lauder Companies: 246 shares (about $37.93)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$18,905	$56 ▼	-0.3%	110,246	6.1%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$15,842	$3 ▼	0.0%	189,537	5.1%	ETF
GOOG Alphabet	$15,191	$10 ▼	-0.1%	99,768	4.9%	Computer and Technology
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$14,004	$202 ▲	1.5%	247,449	4.5%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$13,410	$82 ▲	0.6%	189,183	4.3%	ETF
NVO Novo Nordisk A/S	$11,111		0.0%	86,528	3.6%	Medical
MSFT Microsoft	$11,065	$46 ▼	-0.4%	26,299	3.6%	Computer and Technology
GOOGL Alphabet	$9,325		0.0%	61,780	3.0%	Computer and Technology
UNH UnitedHealth Group	$7,519	$6 ▲	0.1%	15,198	2.4%	Medical
REET iShares Global REIT ETF	$7,363	$298 ▼	-3.9%	310,925	2.4%	ETF
V Visa	$6,599		0.0%	23,645	2.1%	Business Services
HD Home Depot	$6,462	$3 ▲	0.0%	16,845	2.1%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$4,798		0.0%	35,260	1.6%	Computer and Technology
CI The Cigna Group	$4,555		0.0%	12,540	1.5%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$4,406		0.0%	26,011	1.4%	ETF
RELX Relx	$3,321	$44 ▲	1.3%	76,694	1.1%	Computer and Technology
GIB CGI	$3,300	$41 ▲	1.2%	29,858	1.1%	Computer and Technology
ELV Elevance Health	$3,141	$7 ▲	0.2%	6,056	1.0%	Medical
BRK.B Berkshire Hathaway	$3,000		0.0%	7,132	1.0%	Finance
SCCO Southern Copper	$2,945		0.0%	27,644	1.0%	Basic Materials
MCD McDonald's	$2,911	$6 ▲	0.2%	10,321	0.9%	Retail/Wholesale
ACN Accenture	$2,804		0.0%	8,088	0.9%	Business Services
MCK McKesson	$2,689	$8 ▲	0.3%	5,007	0.9%	Medical
WMT Walmart	$2,651	$1,770 ▲	200.9%	44,052	0.9%	Retail/Wholesale
AMGN Amgen	$2,609		0.0%	9,173	0.8%	Medical
MA Mastercard	$2,486		0.0%	5,162	0.8%	Business Services
NKE NIKE	$2,418		0.0%	25,721	0.8%	Consumer Discretionary
VIPS Vipshop	$2,390	$7 ▲	0.3%	144,386	0.8%	Computer and Technology
RACE Ferrari	$2,373		0.0%	5,443	0.8%	Auto/Tires/Trucks
TJX TJX Companies	$2,369		0.0%	23,358	0.8%	Retail/Wholesale
TM Toyota Motor	$2,359	$9 ▲	0.4%	9,371	0.8%	Auto/Tires/Trucks
PCAR PACCAR	$2,355	$9 ▲	0.4%	19,007	0.8%	Auto/Tires/Trucks
CMCSA Comcast	$2,310	$3 ▼	-0.1%	53,276	0.7%	Consumer Discretionary
CNI Canadian National Railway	$2,259	$7 ▲	0.3%	17,148	0.7%	Transportation
EL Estée Lauder Companies	$2,128	$38 ▼	-1.8%	13,800	0.7%	Consumer Staples
AMZN Amazon.com	$2,035		0.0%	11,280	0.7%	Retail/Wholesale
MU Micron Technology	$1,875		0.0%	15,900	0.6%	Computer and Technology
ASML ASML	$1,847		0.0%	1,903	0.6%	Computer and Technology
CB Chubb	$1,820	$19 ▲	1.1%	7,023	0.6%	Finance
FDX FedEx	$1,810		0.0%	6,246	0.6%	Transportation
SHEL Shell	$1,793	$10 ▲	0.6%	26,743	0.6%	Oils/Energy
MSI Motorola Solutions	$1,729		0.0%	4,869	0.6%	Computer and Technology
ICE Intercontinental Exchange	$1,661		0.0%	12,085	0.5%	Finance
CME CME Group	$1,640	$2 ▲	0.1%	7,617	0.5%	Finance
UL Unilever	$1,640	$25 ▲	1.5%	32,669	0.5%	Consumer Staples
RBA RB Global	$1,618	$1 ▼	-0.1%	21,230	0.5%	Business Services
CSCO Cisco Systems	$1,616	$7 ▲	0.4%	32,376	0.5%	Computer and Technology
ACWV iShares MSCI Global Min Vol Factor ETF	$1,600	$85 ▲	5.6%	15,199	0.5%	ETF
NVS Novartis	$1,562	$6 ▲	0.4%	16,143	0.5%	Medical
FI Fiserv	$1,506		0.0%	9,418	0.5%	Business Services
NOC Northrop Grumman	$1,469		0.0%	3,067	0.5%	Aerospace
DIS Walt Disney	$1,466	$3 ▼	-0.2%	11,973	0.5%	Consumer Discretionary
SAP SAP	$1,439		0.0%	7,375	0.5%	Computer and Technology
RTX RTX	$1,425		0.0%	14,605	0.5%	Aerospace
LYB LyondellBasell Industries	$1,397		0.0%	13,654	0.5%	Basic Materials
COST Costco Wholesale	$1,365	$7 ▲	0.5%	1,863	0.4%	Retail/Wholesale
PNC The PNC Financial Services Group	$1,335		0.0%	8,255	0.4%	Finance
VNQ Vanguard Real Estate ETF	$1,327	$19 ▼	-1.4%	15,344	0.4%	ETF
ADP Automatic Data Processing	$1,320	$13 ▲	1.0%	5,283	0.4%	Business Services
PYPL PayPal	$1,268		0.0%	18,920	0.4%	Computer and Technology
LMT Lockheed Martin	$1,248	$6 ▲	0.5%	2,743	0.4%	Aerospace
HMC Honda Motor	$1,208		0.0%	32,433	0.4%	Auto/Tires/Trucks
AFL Aflac	$1,203	$7 ▲	0.6%	14,002	0.4%	Finance
IMO Imperial Oil	$1,194		0.0%	17,266	0.4%	Oils/Energy
MMC Marsh & McLennan Companies	$1,190	$12 ▲	1.0%	5,774	0.4%	Finance
AZN AstraZeneca	$1,148		0.0%	16,930	0.4%	Medical
ITW Illinois Tool Works	$1,145		0.0%	4,267	0.4%	Industrial Products
NGG National Grid	$1,126	$6 ▲	0.5%	16,504	0.4%	Utilities
PG Procter & Gamble	$1,123	$7 ▼	-0.6%	6,920	0.4%	Consumer Staples
TTWO Take-Two Interactive Software	$1,123		0.0%	7,560	0.4%	Consumer Discretionary
KOF Coca-Cola FEMSA	$1,116		0.0%	11,478	0.4%	Consumer Staples
TRI Thomson Reuters	$1,103		0.0%	7,074	0.4%	Business Services
TGS Transportadora de Gas del Sur	$1,026		0.0%	67,925	0.3%	Oils/Energy
MDLZ Mondelez International	$1,021	$7 ▲	0.6%	14,574	0.3%	Consumer Staples
EBAY eBay	$1,015		0.0%	19,220	0.3%	Retail/Wholesale
RSG Republic Services	$999		0.0%	5,215	0.3%	Business Services
AVGO Broadcom	$997		0.0%	752	0.3%	Computer and Technology
RWO SPDR Dow Jones Global Real Estate ETF	$996		0.0%	23,237	0.3%	ETF
BN Brookfield	$987		0.0%	23,569	0.3%	Finance
INTC Intel	$986	$6 ▲	0.6%	22,321	0.3%	Computer and Technology
UNP Union Pacific	$974		0.0%	3,959	0.3%	Transportation
TGT Target	$950		0.0%	5,357	0.3%	Retail/Wholesale
PEP PepsiCo	$944		0.0%	5,391	0.3%	Consumer Staples
RZV Invesco S&P SmallCap 600 Pure Value ETF	$934		0.0%	8,686	0.3%	ETF
WIT Wipro	$908	$7 ▲	0.8%	157,861	0.3%	Computer and Technology
SRE Sempra	$892	$7 ▲	0.8%	12,406	0.3%	Utilities
CVS CVS Health	$877	$7 ▲	0.9%	10,992	0.3%	Retail/Wholesale
LINDE PLC	$833	$8 ▲	1.0%	1,793	0.3%	SHS
JCI Johnson Controls International	$824		0.0%	12,603	0.3%	Industrial Products
KO Coca-Cola	$790	$7 ▲	0.9%	12,902	0.3%	Consumer Staples
DHI D.R. Horton	$757		0.0%	4,595	0.2%	Construction
TTE TotalEnergies	$745	$30 ▲	4.2%	10,819	0.2%	Oils/Energy
CAT Caterpillar	$732		0.0%	1,996	0.2%	Industrial Products
IX ORIX	$692		0.0%	6,279	0.2%	Finance
SONY Sony Group	$670	$29 ▼	-4.1%	7,812	0.2%	Consumer Discretionary
MRK Merck & Co., Inc.	$663		0.0%	5,021	0.2%	Medical
INFY Infosys	$634	$6 ▲	1.0%	35,311	0.2%	Computer and Technology
LOGI Logitech International	$633	$6 ▲	1.0%	7,074	0.2%	Computer and Technology
CHKP Check Point Software Technologies	$632		0.0%	3,853	0.2%	Computer and Technology
WTW Willis Towers Watson Public	$615		0.0%	2,235	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2024)

About Lester Murray Antman Dba Simplyrich

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2024)

About Lester Murray Antman Dba Simplyrich

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLester Murray Antman Dba Simplyrich

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information