$206 Thousand is the total value of Lester Murray Antman dba SimplyRich's 145 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 22.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $19,013 | -11.9% | 111,054 | -0.2% | 9.22% | +19.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $13,171 | +8.3% | 99,899 | -0.6% | 6.39% | +47.4% |
| MSFT | Sell | MICROSOFT CORP | $8,345 | -7.3% | 26,430 | -0.0% | 4.05% | +26.1% |
| GOOGL | ALPHABET INCcap stk cl a | $8,084 | +9.3% | 61,780 | 0.0% | 3.92% | +48.7% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $7,868 | +12.4% | 86,528 | +100.0% | 3.82% | +52.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $7,702 | +4.8% | 15,276 | -0.1% | 3.74% | +42.5% |
| V | VISA INC | $5,438 | -3.2% | 23,645 | 0.0% | 2.64% | +31.8% | |
| HD | HOME DEPOT INC | $5,080 | -2.7% | 16,814 | 0.0% | 2.46% | +32.3% | |
| CI | THE CIGNA GROUP | $3,587 | +2.0% | 12,540 | 0.0% | 1.74% | +38.8% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,064 | -13.9% | 35,260 | 0.0% | 1.49% | +17.1% | |
| GIB | CGI INCcl a sub vtg | $2,904 | -6.6% | 29,488 | 0.0% | 1.41% | +27.2% | |
| MCD | Sell | MCDONALDS CORP | $2,703 | -12.0% | 10,264 | -0.3% | 1.31% | +19.7% |
| ANTM | ELEVANCE HEALTH INC | $2,625 | -2.0% | 6,030 | 0.0% | 1.27% | +33.3% | |
| RELX | Buy | RELX PLCsponsored adr | $2,549 | +2.8% | 75,652 | +2.0% | 1.24% | +39.8% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,498 | +2.7% | 7,133 | 0.0% | 1.21% | +39.8% | |
| ACN | ACCENTURE PLC IRELAND | $2,483 | -0.5% | 8,088 | 0.0% | 1.20% | +35.3% | |
| AMGN | AMGEN INC | $2,465 | +21.1% | 9,173 | 0.0% | 1.20% | +64.7% | |
| NKE | NIKE INCcl b | $2,459 | -13.4% | 25,721 | 0.0% | 1.19% | +17.9% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $2,365 | +6.6% | 53,355 | -0.1% | 1.15% | +45.0% |
| WMT | WALMART INC | $2,336 | +1.7% | 14,609 | 0.0% | 1.13% | +38.3% | |
| VIPS | Buy | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $2,317 | -3.0% | 144,768 | +0.0% | 1.12% | +32.1% |
| MCK | Buy | MCKESSON CORP | $2,170 | +1.9% | 4,992 | +0.2% | 1.05% | +38.7% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $2,092 | -27.1% | 14,479 | -1.0% | 1.02% | -0.8% |
| SCCO | SOUTHERN COPPER CORP | $2,081 | +4.9% | 27,644 | 0.0% | 1.01% | +42.7% | |
| TJX | TJX COS INC NEW | $2,076 | +4.8% | 23,358 | 0.0% | 1.01% | +42.6% | |
| MA | MASTERCARD INCORPORATEDcl a | $2,043 | +0.6% | 5,162 | 0.0% | 0.99% | +36.9% | |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $1,983 | -0.3% | 26,294 | -0.1% | 0.96% | +35.7% |
| CNI | Sell | CANADIAN NATL RY CO | $1,964 | -11.0% | 18,133 | -0.6% | 0.95% | +21.1% |
| Buy | SHELL PLCspon ads | $1,711 | +6.7% | 26,585 | +0.1% | 0.83% | +45.1% | |
| CSCO | CISCO SYS INC | $1,704 | +3.9% | 31,710 | 0.0% | 0.83% | +41.4% | |
| TM | TOYOTA MOTOR CORPads | $1,665 | +11.8% | 9,267 | 0.0% | 0.81% | +52.2% | |
| FDX | FEDEX CORP | $1,654 | +6.8% | 6,246 | 0.0% | 0.80% | +45.3% | |
| NVS | NOVARTIS AGsponsored adr | $1,637 | +0.9% | 16,077 | 0.0% | 0.79% | +37.4% | |
| UL | Buy | UNILEVER PLCspon adr new | $1,620 | -5.2% | 32,803 | +0.0% | 0.79% | +29.1% |
| PCAR | PACCAR INC | $1,609 | +1.6% | 18,935 | 0.0% | 0.78% | +38.3% | |
| RACE | FERRARI N V | $1,608 | -9.2% | 5,443 | 0.0% | 0.78% | +23.6% | |
| CME | Sell | CME GROUP INC | $1,519 | +7.6% | 7,587 | -0.5% | 0.74% | +46.5% |
| AMZN | AMAZON COM INC | $1,433 | -2.5% | 11,280 | 0.0% | 0.70% | +32.6% | |
| CB | Buy | CHUBB LIMITED | $1,422 | +18.7% | 6,833 | +9.8% | 0.69% | +61.6% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,350 | -3.6% | 3,067 | -0.2% | 0.66% | +31.3% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,329 | -2.7% | 12,085 | 0.0% | 0.64% | +32.4% | |
| Sell | RB GLOBAL INC | $1,327 | +4.1% | 21,244 | -0.0% | 0.64% | +41.5% | |
| MSI | MOTOROLA SOLUTIONS INC | $1,325 | -7.1% | 4,869 | 0.0% | 0.64% | +26.3% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $1,293 | +3.2% | 13,654 | 0.0% | 0.63% | +40.3% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,258 | +9.5% | 5,232 | 0.0% | 0.61% | +48.8% | |
| AZN | ASTRAZENECA PLCsponsored adr | $1,146 | -5.4% | 16,930 | 0.0% | 0.56% | +28.7% | |
| ASML | ASML HOLDING N V | $1,120 | -18.8% | 1,903 | 0.0% | 0.54% | +10.4% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,112 | -11.5% | 2,721 | -0.3% | 0.54% | +20.3% |
| PYPL | PAYPAL HLDGS INC | $1,106 | -12.4% | 18,920 | 0.0% | 0.54% | +19.1% | |
| MMC | MARSH & MCLENNAN COS INC | $1,087 | +1.2% | 5,715 | 0.0% | 0.53% | +37.6% | |
| MU | MICRON TECHNOLOGY INC | $1,081 | +7.8% | 15,900 | 0.0% | 0.52% | +46.4% | |
| HMC | Buy | HONDA MOTOR LTD | $1,075 | +11.2% | 31,981 | +0.1% | 0.52% | +51.0% |
| FISV | FISERV INC | $1,067 | -10.5% | 9,450 | 0.0% | 0.52% | +21.9% | |
| AFL | AFLAC INC | $1,068 | +10.0% | 13,922 | 0.0% | 0.52% | +49.7% | |
| IMO | IMPERIAL OIL LTD | $1,064 | +20.5% | 17,266 | 0.0% | 0.52% | +63.8% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,061 | -4.6% | 7,560 | 0.0% | 0.52% | +30.1% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,051 | -26.8% | 14,605 | -0.3% | 0.51% | -0.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,040 | +4.7% | 1,841 | -0.3% | 0.50% | +42.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,015 | -4.2% | 6,964 | -0.3% | 0.49% | +30.2% |
| PNC | PNC FINL SVCS GROUP INC | $1,013 | -2.5% | 8,255 | 0.0% | 0.49% | +32.7% | |
| MDLZ | MONDELEZ INTL INCcl a | $1,004 | -4.8% | 14,476 | 0.0% | 0.49% | +29.5% | |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $998 | -13.1% | 16,473 | -3.5% | 0.48% | +18.3% |
| ITW | ILLINOIS TOOL WKS INC | $982 | -8.0% | 4,267 | 0.0% | 0.48% | +25.3% | |
| DIS | DISNEY WALT CO | $973 | -9.2% | 12,006 | 0.0% | 0.47% | +23.6% | |
| SAP | SAP SEspon adr | $953 | -5.5% | 7,375 | 0.0% | 0.46% | +28.7% | |
| ATVI | ACTIVISION BLIZZARD INC | $939 | +11.0% | 10,036 | 0.0% | 0.46% | +50.7% | |
| PEP | PEPSICO INC | $913 | -8.5% | 5,391 | 0.0% | 0.44% | +24.4% | |
| KOF | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $900 | -5.9% | 11,478 | 0.0% | 0.44% | +28.2% | |
| SRE | Buy | SEMPRA | $875 | -6.6% | 12,864 | +99.8% | 0.42% | +26.9% |
| THOMSON REUTERS CORP. | $865 | -9.3% | 7,074 | 0.0% | 0.42% | +23.5% | ||
| EBAY | EBAY INC. | $847 | -1.3% | 19,220 | 0.0% | 0.41% | +34.3% | |
| TGS | Sell | TRANSPORTADORA DE GAS SURsponsored ads b | $840 | -27.6% | 82,565 | -2.0% | 0.41% | -1.7% |
| UNP | UNION PAC CORP | $806 | -0.5% | 3,959 | 0.0% | 0.39% | +35.3% | |
| INTC | INTEL CORP | $779 | +6.3% | 21,932 | 0.0% | 0.38% | +44.8% | |
| KO | Sell | COCA COLA CO | $746 | -7.1% | 13,332 | -0.0% | 0.36% | +26.6% |
| CVS | CVS HEALTH CORP | $745 | +0.9% | 10,679 | 0.0% | 0.36% | +37.3% | |
| RSG | REPUBLIC SVCS INC | $743 | -6.9% | 5,215 | 0.0% | 0.36% | +26.3% | |
| BROOKFIELD CORPcl a ltd vt sh | $737 | -7.1% | 23,569 | 0.0% | 0.36% | +26.1% | ||
| WIT | Buy | WIPRO LTDspon adr 1 sh | $734 | +81.2% | 151,687 | +76.8% | 0.36% | +147.2% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $682 | +24.2% | 10,379 | +8.9% | 0.33% | +68.9% |
| JCI | JOHNSON CTLS INTL PLC | $670 | -21.9% | 12,603 | 0.0% | 0.32% | +6.2% | |
| ABB | ABB LTDsponsored adr | $643 | -9.3% | 18,073 | 0.0% | 0.31% | +23.3% | |
| AVGO | BROADCOM INC | $624 | -4.3% | 752 | 0.0% | 0.30% | +30.6% | |
| SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $612 | -23.5% | 10,262 | -6.9% | 0.30% | +4.2% |
| EURN | Buy | EURONAV NV | $595 | +8.6% | 36,254 | +0.5% | 0.29% | +48.2% |
| TGT | TARGET CORP | $592 | -16.1% | 5,357 | 0.0% | 0.29% | +13.9% | |
| IX | ORIX CORPsponsored adr | $589 | +3.0% | 6,279 | 0.0% | 0.29% | +40.2% | |
| EBR | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $578 | -11.6% | 79,119 | 0.0% | 0.28% | +20.2% | |
| INFY | INFOSYS LTDsponsored adr | $561 | +6.5% | 32,820 | 0.0% | 0.27% | +44.7% | |
| AON | AON PLC | $554 | -6.1% | 1,711 | 0.0% | 0.27% | +28.1% | |
| WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $552 | -65.0% | 2,645 | -60.6% | 0.27% | -52.4% |
| CAT | CATERPILLAR INC | $544 | +10.8% | 1,996 | 0.0% | 0.26% | +50.9% | |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $520 | +5.7% | 3,904 | -0.5% | 0.25% | +44.0% |
| MRK | MERCK & CO INC | $516 | -10.9% | 5,021 | 0.0% | 0.25% | +21.4% | |
| APTV | APTIV PLC | $503 | -3.3% | 5,103 | 0.0% | 0.24% | +31.9% | |
| DHI | D R HORTON INC | $493 | -11.8% | 4,595 | 0.0% | 0.24% | +20.1% | |
| LOGI | Sell | LOGITECH INTL S A | $482 | +15.9% | 7,001 | -0.1% | 0.23% | +58.1% |
| EMR | EMERSON ELEC CO | $483 | +6.9% | 5,008 | 0.0% | 0.23% | +45.3% | |
| TEF | Buy | TELEFONICA S Asponsored adr | $478 | +6.5% | 117,476 | +5.4% | 0.23% | +45.0% |
| ORCL | ORACLE CORP | $435 | -11.0% | 4,113 | 0.0% | 0.21% | +21.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $426 | +4.7% | 3,043 | 0.0% | 0.21% | +42.8% | |
| WM | Sell | WASTE MGMT INC DEL | $422 | -12.3% | 2,773 | -0.0% | 0.20% | +19.9% |
| COOP | MR COOPER GROUP INC | $419 | +5.8% | 7,832 | 0.0% | 0.20% | +44.0% | |
| Buy | LINDE PLC | $394 | +28.8% | 1,060 | +32.0% | 0.19% | +75.2% | |
| ALC | Buy | ALCON AG | $388 | -6.1% | 5,042 | +0.2% | 0.19% | +27.9% |
| SIRI | SIRIUS XM HOLDINGS INC | $382 | -0.3% | 84,683 | 0.0% | 0.18% | +35.0% | |
| A | AGILENT TECHNOLOGIES INC | $380 | -6.9% | 3,400 | 0.0% | 0.18% | +26.9% | |
| DEO | Sell | DIAGEO PLCspon adr new | $377 | -49.0% | 2,529 | -40.6% | 0.18% | -30.4% |
| Sell | AMERICA MOVIL SAB DE CVspon ads rp cl b | $376 | -21.8% | 21,735 | -2.3% | 0.18% | +6.4% | |
| RCI | Sell | ROGERS COMMUNICATIONS INCcl b | $371 | -51.7% | 9,666 | -42.6% | 0.18% | -34.3% |
| NTES | Sell | NETEASE INCsponsored ads | $354 | +3.5% | 3,537 | -0.1% | 0.17% | +41.0% |
| CHT | CHUNGHWA TELECOM CO LTDspon adr new11 | $339 | -3.7% | 9,459 | 0.0% | 0.16% | +31.2% | |
| WFG | Sell | WEST FRASER TIMBER CO LTD | $336 | -15.8% | 4,643 | -0.2% | 0.16% | +14.8% |
| RTOKY | Sell | RENTOKIL INITIAL PLCsponsored adr | $331 | -5.4% | 8,957 | -0.4% | 0.16% | +28.8% |
| CAH | CARDINAL HEALTH INC | $321 | -8.0% | 3,700 | 0.0% | 0.16% | +25.8% | |
| FB | META PLATFORMS INCcl a | $317 | +4.6% | 1,059 | 0.0% | 0.15% | +42.6% | |
| SYY | SYSCO CORP | $304 | -10.9% | 4,607 | 0.0% | 0.15% | +20.5% | |
| PSO | New | PEARSON PLCsponsored adr | $304 | – | 28,913 | +100.0% | 0.15% | – |
| UPS | UNITED PARCEL SERVICE INCcl b | $292 | -13.1% | 1,879 | 0.0% | 0.14% | +18.3% | |
| COF | CAPITAL ONE FINL CORP | $285 | -11.2% | 2,939 | 0.0% | 0.14% | +21.1% | |
| AZO | AUTOZONE INC | $276 | +1.8% | 109 | 0.0% | 0.13% | +38.1% | |
| TEL | TE CONNECTIVITY LTD | $271 | -12.0% | 2,200 | 0.0% | 0.13% | +19.1% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $269 | -2.9% | 532 | 0.0% | 0.13% | +31.3% | |
| NICE | Sell | NICE LTDsponsored adr | $266 | -80.2% | 1,569 | -75.9% | 0.13% | -73.1% |
| GD | GENERAL DYNAMICS CORP | $265 | +2.7% | 1,203 | 0.0% | 0.13% | +40.2% | |
| PSA | PUBLIC STORAGE | $262 | -9.7% | 995 | 0.0% | 0.13% | +23.3% | |
| OTEX | OPEN TEXT CORP | $260 | -15.6% | 7,418 | 0.0% | 0.13% | +14.5% | |
| GRMN | Sell | GARMIN LTD | $255 | +0.8% | 2,426 | -0.3% | 0.12% | +37.8% |
| BIDU | BAIDU INCspon adr rep a | $255 | -1.5% | 1,899 | 0.0% | 0.12% | +34.8% | |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $250 | – | 16,191 | +100.0% | 0.12% | – |
| SCHW | SCHWAB CHARLES CORP | $247 | -3.1% | 4,510 | 0.0% | 0.12% | +31.9% | |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $239 | +14.4% | 6,060 | +14.4% | 0.12% | +54.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $233 | -12.7% | 7,201 | +0.2% | 0.11% | +18.9% |
| EXPD | EXPEDITORS INTL WASH INC | $233 | -5.3% | 2,037 | 0.0% | 0.11% | +28.4% | |
| ORLY | OREILLY AUTOMOTIVE INC | $229 | -4.6% | 252 | 0.0% | 0.11% | +29.1% | |
| FMX | FOMENTO ECONOMICO MEXICANO Sspon adr units | $227 | -1.7% | 2,088 | 0.0% | 0.11% | +34.1% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $224 | -21.1% | 1,700 | 0.0% | 0.11% | +7.9% | |
| PM | PHILIP MORRIS INTL INC | $225 | -5.1% | 2,431 | 0.0% | 0.11% | +29.8% | |
| SLF | SUN LIFE FINANCIAL INC. | $218 | -6.4% | 4,481 | 0.0% | 0.11% | +27.7% | |
| VALE | Sell | VALE S Asponsored ads | $209 | -12.6% | 15,660 | -12.3% | 0.10% | +18.8% |
| FSLY | New | FASTLY INCcl a | $205 | – | 10,733 | +100.0% | 0.10% | – |
| DHR | New | DANAHER CORPORATION | $205 | – | 830 | +100.0% | 0.10% | – |
| MGA | MAGNA INTL INC | $203 | -5.1% | 3,800 | 0.0% | 0.10% | +28.9% | |
| VLO | New | VALERO ENERGY CORP | $203 | – | 1,435 | +100.0% | 0.10% | – |
| LRCX | LAM RESEARCH CORP | $203 | -2.4% | 324 | 0.0% | 0.10% | +32.4% | |
| NJDCY | Exit | NIDEC CORPORATION ADR SPONSOREDadr sponsored | $0 | – | -14,964 | -100.0% | -0.07% | – |
| TXN | Exit | TEXAS INSTRUMENTS INC COM | $0 | – | -1,256 | -100.0% | -0.08% | – |
| CRH | Exit | CRH ADR SPONSOREDadr sponsored | $0 | – | -4,084 | -100.0% | -0.08% | – |
| LSXMK | Exit | LIBERTY MEDIA CORPORATION COM | $0 | – | -7,124 | -100.0% | -0.08% | – |
| WMMVY | Exit | WAL-MART DE MEXICO SAB DE CV ADR SPONSOREDadr sponsored | $0 | – | -6,000 | -100.0% | -0.08% | – |
| ABEV | Exit | AMBEV SA ADR SPONSOREDadr sponsored | $0 | – | -75,000 | -100.0% | -0.08% | – |
| MHGVY | Exit | MOWI ASA ADR SPONSOREDadr sponsored | $0 | – | -15,099 | -100.0% | -0.08% | – |
| DBP | Exit | INVESCO DB MULTI-SECTOR COMM T PRECIOUS METAL ETFprecious metal etf | $0 | – | -5,000 | -100.0% | -0.09% | – |
| FNDX | Exit | SCHWAB STRATEGIC TR SCHWAB FDT US LG ETFschwab fdt us lg etf | $0 | – | -4,520 | -100.0% | -0.09% | – |
| SIMO | Exit | SILICON MOTION TECHNOLOGY CORP ADRadr | $0 | – | -3,689 | -100.0% | -0.09% | – |
| IJS | Exit | ISHARES TRUST SP SMCP600VL ETFsp smcp600vl etf | $0 | – | -3,334 | -100.0% | -0.11% | – |
| VOO | Exit | VANGUARD S&P 500 ETF SHS | $0 | – | -811 | -100.0% | -0.12% | – |
| BASFY | Exit | BASF SE ADR SPONSOREDadr sponsored | $0 | – | -28,000 | -100.0% | -0.12% | – |
| SNN | Exit | SMITH & NEPHEW ADR SPONSOREDadr sponsored | $0 | – | -11,280 | -100.0% | -0.13% | – |
| ALIZY | Exit | ALLIANZ SE ADR UNSPONSOREDadr unsponsored | $0 | – | -15,929 | -100.0% | -0.13% | – |
| SPY | Exit | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit etf | $0 | – | -952 | -100.0% | -0.15% | – |
| DLS | Exit | WISDOMTREE TRUST INTL SMCAP DIV ETFintl smcap div etf | $0 | – | -7,995 | -100.0% | -0.17% | – |
| KMTUY | Exit | KOMATSU ADR SPONSOREDadr sponsored | $0 | – | -17,600 | -100.0% | -0.17% | – |
| VIG | Exit | VANGUARD DIV APP ETFdiv app etf | $0 | – | -3,102 | -100.0% | -0.18% | – |
| SHY | Exit | ISHARES TRUST 1 3 YR TREAS BD ETF1 3 yr treas bd etf | $0 | – | -6,308 | -100.0% | -0.18% | – |
| WPS | Exit | ISHARES TRUST INTL DEVPPTY ETFintl devppty etf | $0 | – | -21,514 | -100.0% | -0.20% | – |
| BRDCY | Exit | BRIDGESTONE CORP ADR UNSPONSOREDadr unsponsored | $0 | – | -30,800 | -100.0% | -0.22% | – |
| RZV | Exit | INVESCO EXCHANGE TRADED FD TR S&P SML600 VAL ETFs&p sml600 val etf | $0 | – | -8,785 | -100.0% | -0.29% | – |
| RWO | Exit | SPDR INDEX SHARES FUNDS DJ GLB RL ES ETFdj glb rl es etf | $0 | – | -23,237 | -100.0% | -0.34% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC COM CL A | $0 | – | -2 | -100.0% | -0.37% | – |
| VNQ | Exit | VANGUARD REAL ESTATE ETFreal estate etf | $0 | – | -15,617 | -100.0% | -0.46% | – |
| ACWV | Exit | ISHARES INC MSCI GBL MIN VOL ETFmsci gbl min vol etf | $0 | – | -14,619 | -100.0% | -0.51% | – |
| NTTYY | Exit | NIPPON TEL & TEL CORP ADR SPONSOREDadr sponsored | $0 | – | -51,120 | -100.0% | -0.54% | – |
| LVMUY | Exit | LVMH MOET HENNESSY VUITTON SE ADR UNSPONSOREDadr unsponsored | $0 | – | -14,800 | -100.0% | -1.00% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFs&p500 eql wgt etf | $0 | – | -26,011 | -100.0% | -1.39% | – |
| REET | Exit | ISHARES TRUST GLOBAL REIT ETFglobal reit etf | $0 | – | -367,462 | -100.0% | -3.01% | – |
| EFAV | Exit | ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFmsci eafe min vol factor etf | $0 | – | -180,800 | -100.0% | -4.35% | – |
| EEMV | Exit | ISHARES INC MSCI EMERGING MARKETS MIN Vmsci emerging markets min v | $0 | – | -233,845 | -100.0% | -4.58% | – |
| USMV | Exit | ISHARES TRUST MSCI USA MIN VOL FACTOR ETFmsci usa min vol factor etf | $0 | – | -182,412 | -100.0% | -4.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 24 | Q3 2023 | 9.2% |
| UNITEDHEALTH GROUP INC COM | 24 | Q3 2023 | 3.7% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 4.0% |
| VISA INC COM CL A | 24 | Q3 2023 | 3.1% |
| HOME DEPOT INC COM | 24 | Q3 2023 | 2.7% |
| NOVO NORDISK A/S ADR SPONSORED | 24 | Q3 2023 | 3.8% |
| LAUDER ESTEE COS INC | 24 | Q3 2023 | 2.1% |
| NIKE INC COM CL B | 24 | Q3 2023 | 1.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 24 | Q3 2023 | 1.9% |
| PAYPAL HOLDINGS INC COM | 24 | Q3 2023 | 2.5% |
View Lester Murray Antman dba SimplyRich's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-07 |
| 13F-HR | 2021-10-04 |
View Lester Murray Antman dba SimplyRich's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.