$286 Million is the total value of Lester Murray Antman dba SimplyRich's 170 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 7.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC COM | $19,653,000 | -2.1% | 112,556 | -0.4% | 6.88% | +3.2% |
| GOOG | Sell | ALPHABET INC COM CL C | $14,291,000 | -3.8% | 5,117 | -0.3% | 5.00% | +1.4% |
| USMV | Sell | ISHARES TRUST MSCI USA MIN VOL FACTOR ETFmsci usa min vol factor etf | $14,035,000 | -5.1% | 180,941 | -1.0% | 4.91% | 0.0% |
| EEMV | Sell | ISHARES INC MSCI EMERGING MARKETS MIN Vmsci emerging markets min v | $13,433,000 | -2.9% | 220,107 | -0.1% | 4.70% | +2.3% |
| EFAV | Buy | ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFmsci eafe min vol factor etf | $12,401,000 | -5.6% | 171,911 | +0.5% | 4.34% | -0.5% |
| REET | Sell | ISHARES TRUST GLOBAL REIT ETFglobal reit etf | $11,773,000 | -5.0% | 403,073 | -0.5% | 4.12% | +0.1% |
| GOOGL | Sell | ALPHABET INC COM CL A | $8,591,000 | -4.1% | 3,089 | -0.1% | 3.00% | +1.0% |
| MSFT | Sell | MICROSOFT CORP COM | $8,181,000 | -8.6% | 26,535 | -0.3% | 2.86% | -3.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC COM | $7,806,000 | +1.4% | 15,308 | -0.2% | 2.73% | +6.8% |
| V | Sell | VISA INC COM CL A | $5,277,000 | +2.1% | 23,799 | -0.2% | 1.85% | +7.6% |
| HD | Sell | HOME DEPOT INC COM | $5,038,000 | -28.1% | 16,831 | -0.3% | 1.76% | -24.2% |
| NVO | Sell | NOVO NORDISK A/S ADR SPONSOREDadr sponsored | $4,728,000 | -0.9% | 42,578 | -0.1% | 1.65% | +4.4% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFs&p500 eql wgt etf | $4,132,000 | -3.5% | 26,201 | -0.4% | 1.44% | +1.7% |
| EL | Sell | ESTEE LAUDER COMPANIES INC COM CL A | $3,990,000 | -26.5% | 14,652 | -0.0% | 1.40% | -22.5% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSOREDadr sponsored | $3,608,000 | -14.8% | 34,611 | -1.7% | 1.26% | -10.2% |
| NKE | Sell | NIKE INC COM CL B | $3,505,000 | -19.9% | 26,053 | -0.8% | 1.23% | -15.6% |
| CI | Buy | CIGNA CORPORATION COM | $3,003,000 | +4.4% | 12,537 | +0.0% | 1.05% | +9.9% |
| ANTM | ANTHEM INC COM | $2,961,000 | +6.0% | 6,028 | 0.0% | 1.04% | +11.6% | |
| ACN | ACCENTURE PLC COM | $2,727,000 | -18.7% | 8,088 | 0.0% | 0.95% | -14.3% | |
| MCD | Sell | MCDONALD'S CORPORATION COM | $2,549,000 | -8.9% | 10,311 | -1.3% | 0.89% | -4.0% |
| CMCSA | Sell | COMCAST CORP COM CL A | $2,548,000 | -7.2% | 54,436 | -0.2% | 0.89% | -2.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC COM CL B | $2,519,000 | +15.1% | 7,139 | -2.4% | 0.88% | +21.3% |
| ADM | Sell | ARCHER-DANIELS-MIDLAND CO COM | $2,498,000 | +32.0% | 27,676 | -1.1% | 0.87% | +39.2% |
| GIB | CGI INC COM CL A | $2,320,000 | -9.8% | 29,074 | 0.0% | 0.81% | -4.9% | |
| CNI | Sell | CANADIAN NATIONAL RAILWAYS CO COM | $2,286,000 | +7.7% | 17,045 | -1.4% | 0.80% | +13.5% |
| AMGN | Sell | AMGEN INC COM | $2,218,000 | +7.4% | 9,173 | -0.1% | 0.78% | +13.1% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFreal estate etf | $2,213,000 | -8.1% | 20,426 | -1.6% | 0.77% | -3.2% |
| WMT | Sell | WALMART INC COM | $2,202,000 | +1.9% | 14,789 | -0.9% | 0.77% | +7.4% |
| PYPL | Sell | PAYPAL HOLDINGS INC COM | $2,188,000 | -38.7% | 18,920 | -0.0% | 0.76% | -35.4% |
| RELX | Sell | RELX PLC ADR SPONSOREDadr sponsored | $2,139,000 | -5.8% | 68,804 | -1.2% | 0.75% | -0.8% |
| SCCO | SOUTHERN COPPER CORPORATION COM | $2,113,000 | +23.0% | 27,846 | 0.0% | 0.74% | +29.6% | |
| LVMUY | LVMH MOET HENNESSY VUITTON SE ADR UNSPONSOREDadr unsponsored | $2,110,000 | -13.8% | 14,800 | 0.0% | 0.74% | -9.2% | |
| CME | Buy | CME GROUP INC COM | $2,061,000 | +5.1% | 8,667 | +1.0% | 0.72% | +10.8% |
| TRP | Sell | TC ENERGY CORPORATION COM | $2,024,000 | +20.0% | 35,891 | -0.9% | 0.71% | +26.4% |
| CSCO | Buy | CISCO SYSTEMS INC COM | $1,860,000 | -10.3% | 33,360 | +2.0% | 0.65% | -5.4% |
| MA | MASTERCARD INCORPORATED COM CL A | $1,848,000 | -0.6% | 5,173 | 0.0% | 0.65% | +4.7% | |
| AMZN | AMAZON COM INC COM | $1,838,000 | -2.3% | 564 | 0.0% | 0.64% | +3.0% | |
| GMAB | Buy | GENMAB AS ADR SPONSOREDadr sponsored | $1,810,000 | -7.2% | 50,044 | +1.5% | 0.63% | -2.3% |
| RCI | Sell | ROGERS COMMUNICATIONS INC COM CL B | $1,771,000 | +18.1% | 31,211 | -0.8% | 0.62% | +24.3% |
| ZNGA | ZYNGA INC COM CL A | $1,720,000 | +44.3% | 186,228 | 0.0% | 0.60% | +52.0% | |
| NICE | Sell | NICE LTD ADR SPONSOREDadr sponsored | $1,697,000 | -29.0% | 7,751 | -1.6% | 0.59% | -25.2% |
| DIS | Sell | WALT DISNEY COMPANY (THE) COM | $1,664,000 | -13.5% | 12,137 | -2.3% | 0.58% | -8.9% |
| TM | Sell | TOYOTA MOTOR CORP ADR UNSPONSOREDadr unsponsored | $1,610,000 | -4.3% | 8,934 | -1.6% | 0.56% | +0.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COM | $1,608,000 | -2.7% | 12,176 | +0.8% | 0.56% | +2.4% |
| NVS | Buy | NOVARTIS AG ADR SPONSOREDadr sponsored | $1,530,000 | +6.8% | 17,443 | +6.5% | 0.54% | +12.4% |
| MCK | MCKESSON CORPORATION COM | $1,525,000 | +23.2% | 4,982 | 0.0% | 0.53% | +29.7% | |
| PNC | PNC FINANCIAL SERVICES GROUP COM | $1,522,000 | -8.0% | 8,255 | 0.0% | 0.53% | -3.1% | |
| NTTYY | NIPPON TEL & TEL CORP ADR SPONSOREDadr sponsored | $1,488,000 | +6.2% | 51,120 | 0.0% | 0.52% | +12.0% | |
| UL | Sell | UNILEVER PLC ADR SPONSOREDadr sponsored | $1,463,000 | -15.5% | 32,114 | -0.3% | 0.51% | -11.0% |
| INTC | Sell | INTEL CORP COM | $1,460,000 | -4.8% | 29,474 | -1.0% | 0.51% | +0.4% |
| RTX | RAYTHEON TECH CORP COM | $1,446,000 | +15.1% | 14,597 | 0.0% | 0.51% | +21.3% | |
| FDX | FEDEX CORP COM | $1,445,000 | -10.5% | 6,246 | 0.0% | 0.50% | -5.8% | |
| TJX | TJX COS INC COM | $1,417,000 | -20.2% | 23,393 | 0.0% | 0.50% | -15.9% | |
| LYB | LYONDELLBASELL INDUSTRIES N V COM | $1,403,000 | +11.4% | 13,654 | 0.0% | 0.49% | +17.5% | |
| BAM | BROOKFIELD ASSET MGMT INC COM CL A | $1,400,000 | -6.4% | 24,758 | 0.0% | 0.49% | -1.2% | |
| NOC | NORTHROP GRUMMAN CORP COM | $1,371,000 | +15.5% | 3,067 | 0.0% | 0.48% | +21.8% | |
| ASML | ASML HOLDING NV ADR SPONSOREDadr sponsored | $1,353,000 | -16.2% | 2,027 | 0.0% | 0.47% | -11.8% | |
| PCAR | Sell | PACCAR INC COM | $1,278,000 | -1.4% | 14,521 | -1.1% | 0.45% | +4.0% |
| RWO | SPDR INDEX SHARES FUNDS DJ GLB RL ES ETFdj glb rl es etf | $1,255,000 | -4.5% | 23,237 | 0.0% | 0.44% | +0.7% | |
| MU | MICRON TECHNOLOGY INC COM | $1,238,000 | -16.4% | 15,900 | 0.0% | 0.43% | -12.0% | |
| LMT | Buy | LOCKHEED MARTIN CORP COM | $1,222,000 | +24.3% | 2,769 | +0.1% | 0.43% | +31.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COM | $1,189,000 | -7.9% | 5,228 | -0.1% | 0.42% | -3.0% |
| UNP | UNION PACIFIC CORP COM | $1,190,000 | +8.4% | 4,358 | 0.0% | 0.42% | +14.3% | |
| CB | Sell | CHUBB LIMITED COM | $1,187,000 | +10.4% | 5,550 | -0.2% | 0.42% | +16.2% |
| COST | Sell | COSTCO WHOLESALE CORP COM | $1,185,000 | -0.3% | 2,059 | -1.7% | 0.42% | +5.1% |
| MSI | MOTOROLA SOLUTIONS INC COM | $1,179,000 | -10.9% | 4,869 | 0.0% | 0.41% | -6.2% | |
| TGT | TARGET CORP COM | $1,136,000 | -8.4% | 5,357 | 0.0% | 0.40% | -3.6% | |
| AZN | ASTRAZENECA ADR SPONSOREDadr sponsored | $1,123,000 | +13.9% | 16,930 | 0.0% | 0.39% | +20.2% | |
| CVS | Sell | CVS HEALTH CORPORATION COM | $1,119,000 | -3.1% | 11,058 | -1.2% | 0.39% | +2.1% |
| EBAY | EBAY INC COM | $1,100,000 | -13.9% | 19,220 | 0.0% | 0.38% | -9.2% | |
| SRE | Sell | SEMPRA COM | $1,083,000 | +24.9% | 6,445 | -1.7% | 0.38% | +31.6% |
| PG | Sell | PROCTER & GAMBLE CO COM | $1,075,000 | -8.7% | 7,037 | -2.2% | 0.38% | -3.8% |
| ACWV | Sell | ISHARES INC MSCI GBL MIN VOL ETFmsci gbl min vol etf | $1,064,000 | -4.9% | 10,155 | -1.7% | 0.37% | +0.3% |
| BRKA | BERKSHIRE HATHAWAY INC COM CL A | $1,057,000 | +17.3% | 2 | 0.0% | 0.37% | +23.7% | |
| SQM | Sell | SOCIEDAD QUIMICA Y MINERA DE C ADR SPONSOREDadr sponsored | $1,016,000 | +50.5% | 11,878 | -11.3% | 0.36% | +58.5% |
| AFL | Sell | AFLAC INC COM | $1,003,000 | +8.8% | 15,592 | -1.2% | 0.35% | +14.7% |
| MMC | Sell | MARSH & MCLENNAN COMPANIES INC COM | $984,000 | -4.7% | 5,778 | -2.8% | 0.34% | +0.3% |
| FISV | Sell | FISERV INC COM | $958,000 | -3.3% | 9,450 | -1.0% | 0.34% | +1.8% |
| MDLZ | Sell | MONDELEZ INTL INC COM CL A | $943,000 | -6.8% | 15,024 | -1.6% | 0.33% | -1.8% |
| SAP | Sell | SAP SE ADR SPONSOREDadr sponsored | $912,000 | -21.6% | 8,223 | -1.0% | 0.32% | -17.4% |
| PEP | PEPSICO INC COM | $902,000 | -3.6% | 5,391 | 0.0% | 0.32% | +1.6% | |
| ITW | Sell | ILLINOIS TOOL WORKS INC COM | $893,000 | -15.4% | 4,267 | -0.2% | 0.31% | -10.9% |
| INFY | Sell | INFOSYS LTD ADR SPONSOREDadr sponsored | $881,000 | -5.0% | 35,400 | -3.3% | 0.31% | 0.0% |
| KO | Buy | COCA-COLA CO COM | $871,000 | +18.0% | 14,052 | +12.7% | 0.30% | +24.5% |
| EQR | Sell | EQUITY RESIDENTIAL SBI USD0.01sbi usd0.01 | $873,000 | -3.1% | 9,719 | -2.3% | 0.30% | +2.0% |
| RZV | Sell | INVESCO EXCHANGE TRADED FD TR S&P SML600 VAL ETFs&p sml600 val etf | $853,000 | -1.5% | 8,821 | -2.0% | 0.30% | +3.8% |
| IMO | IMPERIAL OIL COM | $834,000 | +33.9% | 17,266 | 0.0% | 0.29% | +41.1% | |
| JCI | JOHNSON CONTROLS INTL PLC COM | $826,000 | -19.4% | 12,603 | 0.0% | 0.29% | -15.0% | |
| TRI | THOMSON-REUTERS CORP COM | $809,000 | -9.1% | 7,441 | 0.0% | 0.28% | -4.1% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC COM | $800,000 | +20.7% | 9,988 | +0.3% | 0.28% | +27.3% |
| WPS | ISHARES TRUST INTL DEVPPTY ETFintl devppty etf | $761,000 | -5.1% | 21,514 | 0.0% | 0.27% | 0.0% | |
| MMM | Sell | 3M COMPANY COM | $726,000 | -22.4% | 4,880 | -7.3% | 0.25% | -18.3% |
| FB | META PLATFORMS INC COM CL A | $715,000 | -33.9% | 3,216 | 0.0% | 0.25% | -30.4% | |
| RSG | REPUBLIC SERVICES INC COM | $690,000 | -5.1% | 5,215 | 0.0% | 0.24% | 0.0% | |
| VZ | Buy | VERIZON COMMUNICATIONS COM | $666,000 | +6.4% | 13,087 | +8.6% | 0.23% | +12.0% |
| IX | Sell | ORIX CORPORATION ADR SPONSOREDadr sponsored | $656,000 | -4.9% | 6,572 | -3.1% | 0.23% | 0.0% |
| SNY | Sell | SANOFI ADR SPONSOREDadr sponsored | $641,000 | -0.3% | 12,500 | -2.7% | 0.22% | +5.2% |
| EBR | Sell | CENTRAIS ELETRICAS BRASILEIRAS ADR SPONSOREDadr sponsored | $625,000 | +26.0% | 79,119 | -2.8% | 0.22% | +32.7% |
| KOF | Buy | COCA-COLA FEMSA S.A.B. DE C.V. ADR SPONSOREDadr sponsored | $626,000 | +0.6% | 11,397 | +0.4% | 0.22% | +6.3% |
| APTV | APTIV PLC COM | $610,000 | -27.6% | 5,103 | 0.0% | 0.21% | -23.9% | |
| DLS | Buy | WISDOMTREE TRUST INTL SMCAP DIV ETFintl smcap div etf | $605,000 | +0.8% | 8,822 | +8.4% | 0.21% | +6.5% |
| SHY | Sell | ISHARES TRUST 1 3 YR TREAS BD ETF1 3 yr treas bd etf | $604,000 | -6.1% | 7,256 | -3.4% | 0.21% | -0.9% |
| SIRI | SIRIUS XM HOLDINGS INC COM | $596,000 | +4.2% | 90,157 | 0.0% | 0.21% | +9.5% | |
| BRDCY | BRIDGESTONE CORP ADR UNSPONSOREDadr unsponsored | $595,000 | -10.0% | 30,800 | 0.0% | 0.21% | -5.0% | |
| AVGO | Buy | BROADCOM INC COM | $586,000 | +8.9% | 931 | +15.2% | 0.20% | +14.5% |
| ABB | ABB LTD ADR SPONSOREDadr sponsored | $584,000 | -15.4% | 18,075 | 0.0% | 0.20% | -10.9% | |
| NGG | Buy | NATIONAL GRID ADR SPONSOREDadr sponsored | $568,000 | +12.7% | 7,396 | +6.1% | 0.20% | +19.2% |
| AON | AON PLC (IE) COM CL A | $557,000 | +8.4% | 1,711 | 0.0% | 0.20% | +14.0% | |
| WIT | Sell | WIPRO ADR SPONSOREDadr sponsored | $546,000 | -52.2% | 70,847 | -39.5% | 0.19% | -49.6% |
| DEO | Sell | DIAGEO ADR SPONSOREDadr sponsored | $533,000 | -11.8% | 2,628 | -4.3% | 0.19% | -7.5% |
| CAT | Sell | CATERPILLAR INC COM | $510,000 | -60.0% | 2,292 | -62.9% | 0.18% | -58.0% |
| VIG | VANGUARD DIV APP ETFdiv app etf | $503,000 | -5.6% | 3,102 | 0.0% | 0.18% | -0.6% | |
| DGS | Sell | WISDOMTREE TRUST EMG MKTS SMCAP ETFemg mkts smcap etf | $504,000 | -14.4% | 9,472 | -14.8% | 0.18% | -10.2% |
| BTI | Buy | BRITISH AMERICAN TOBACCO ADR SPONSOREDadr sponsored | $500,000 | +22.5% | 11,874 | +8.9% | 0.18% | +29.6% |
| EMR | EMERSON ELECTRIC CO COM | $491,000 | +5.4% | 5,008 | 0.0% | 0.17% | +11.0% | |
| WM | Sell | WASTE MANAGEMENT INC COM | $462,000 | -15.2% | 2,919 | -10.7% | 0.16% | -10.5% |
| A | Sell | AGILENT TECHNOLOGIES INC COM | $452,000 | -32.2% | 3,416 | -18.3% | 0.16% | -28.5% |
| New | SHELL PLC ADR SPONSOREDadr sponsored | $453,000 | – | 8,255 | +100.0% | 0.16% | – | |
| SPY | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit etf | $429,000 | -5.1% | 952 | 0.0% | 0.15% | 0.0% | |
| KMTUY | KOMATSU ADR SPONSOREDadr sponsored | $422,000 | +2.7% | 17,600 | 0.0% | 0.15% | +8.8% | |
| CHT | CHUNGHWA TELECOM ADR SPONSOREDadr sponsored | $420,000 | +5.3% | 9,459 | 0.0% | 0.15% | +11.4% | |
| MRK | Sell | MERCK & CO INC COM | $411,000 | +5.9% | 5,021 | -0.8% | 0.14% | +11.6% |
| BASFY | BASF SE ADR SPONSOREDadr sponsored | $408,000 | -19.2% | 28,800 | 0.0% | 0.14% | -14.9% | |
| MHGVY | MOWI ASA ADR SPONSOREDadr sponsored | $406,000 | +13.4% | 15,099 | 0.0% | 0.14% | +19.3% | |
| UPS | Sell | UNITED PARCEL SERVICE INC COM CL B | $403,000 | -0.7% | 1,882 | -0.5% | 0.14% | +4.4% |
| IBM | Buy | INTERNATIONAL BUS MACH CORP COM | $392,000 | +5.1% | 3,022 | +8.2% | 0.14% | +10.5% |
| COF | CAPITAL ONE FINANCIAL CORP COM | $385,000 | -9.6% | 2,939 | 0.0% | 0.14% | -4.3% | |
| SCHW | SCHWAB (CHARLES) CORP COM | $382,000 | 0.0% | 4,541 | 0.0% | 0.13% | +5.5% | |
| PSA | PUBLIC STORAGE COM USD0.10 | $378,000 | +4.1% | 969 | 0.0% | 0.13% | +9.1% | |
| ALIZY | ALLIANZ SE ADR UNSPONSOREDadr unsponsored | $378,000 | +0.5% | 15,929 | 0.0% | 0.13% | +5.6% | |
| SYY | Sell | SYSCO CORP COM | $376,000 | +3.3% | 4,607 | -0.7% | 0.13% | +9.1% |
| EURN | Buy | EURONAV COM | $363,000 | +68.8% | 34,435 | +42.5% | 0.13% | +78.9% |
| COOP | MR COOPER GROUP INC COM | $357,000 | +9.5% | 7,832 | 0.0% | 0.12% | +15.7% | |
| OMC | OMNICOM GROUP INC COM | $352,000 | +15.8% | 4,151 | 0.0% | 0.12% | +21.8% | |
| FMS | FRESENIUS MEDICAL CARE AG & CO ADR SPONSOREDadr sponsored | $349,000 | +3.6% | 10,372 | 0.0% | 0.12% | +8.9% | |
| DHI | DR HORTON INC COM | $342,000 | -31.3% | 4,595 | 0.0% | 0.12% | -27.3% | |
| ORCL | ORACLE CORP COM | $340,000 | -5.3% | 4,113 | 0.0% | 0.12% | 0.0% | |
| IJS | ISHARES TRUST SP SMCP600VL ETFsp smcp600vl etf | $341,000 | -2.0% | 3,334 | 0.0% | 0.12% | +2.6% | |
| VOO | VANGUARD S&P 500 ETF SHS | $336,000 | -5.1% | 811 | 0.0% | 0.12% | 0.0% | |
| LSXMK | LIBERTY MEDIA CORPORATION COM | $333,000 | -10.2% | 7,300 | 0.0% | 0.12% | -5.7% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COM | $325,000 | -18.8% | 551 | -8.0% | 0.11% | -14.3% |
| AMX | Buy | AMERICA MOVIL SAB DE CV ADR SPONSOREDadr sponsored | $326,000 | +17.7% | 15,448 | +17.9% | 0.11% | +23.9% |
| SNP | New | CHINA PETROLEUM & CHEMICAL COR ADR SPONSOREDadr sponsored | $316,000 | – | 6,391 | +100.0% | 0.11% | – |
| RIO | Buy | RIO TINTO ADR SPONSOREDadr sponsored | $305,000 | +38.0% | 3,802 | +14.9% | 0.11% | +46.6% |
| DRW | WISDOMTREE TRUST GLB EX US RL EST ETFglb ex us rl est etf | $305,000 | -5.3% | 13,212 | 0.0% | 0.11% | 0.0% | |
| NJDCY | NIDEC CORPORATION ADR SPONSOREDadr sponsored | $296,000 | -33.0% | 14,964 | 0.0% | 0.10% | -29.3% | |
| GD | GENERAL DYNAMICS CORP COM | $290,000 | +15.5% | 1,203 | 0.0% | 0.10% | +21.7% | |
| TEL | TE CONNECTIVITY LTD COM | $288,000 | -18.9% | 2,200 | 0.0% | 0.10% | -14.4% | |
| RBA | RITCHIE BROS AUCTIONEERS COM | $289,000 | -3.7% | 4,900 | 0.0% | 0.10% | +1.0% | |
| VIPS | New | VIPSHOP HLDGS LTD ADRadr | $290,000 | – | 32,251 | +100.0% | 0.10% | – |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $268,000 | -23.6% | 1,700 | 0.0% | 0.09% | -19.7% | |
| FNDX | SCHWAB STRATEGIC TR SCHWAB FDT US LG ETFschwab fdt us lg etf | $264,000 | -0.4% | 4,520 | 0.0% | 0.09% | +4.5% | |
| DBP | INVESCO DB MULTI-SECTOR COMM T PRECIOUS METAL ETFprecious metal etf | $264,000 | +5.6% | 5,109 | 0.0% | 0.09% | +10.8% | |
| LBRDK | LIBERTY BROADBAND CORP COM | $256,000 | -16.1% | 1,893 | 0.0% | 0.09% | -10.9% | |
| ALC | ALCON AG COM | $255,000 | -9.3% | 3,225 | 0.0% | 0.09% | -4.3% | |
| DHR | Buy | DANAHER CORP COM | $255,000 | -6.2% | 872 | +5.4% | 0.09% | -1.1% |
| WMMVY | WAL-MART DE MEXICO SAB DE CV ADR SPONSOREDadr sponsored | $246,000 | +9.8% | 6,000 | 0.0% | 0.09% | +16.2% | |
| ERIC | Sell | ERICSSON ADR SPONSOREDadr sponsored | $243,000 | -21.6% | 26,620 | -6.7% | 0.08% | -17.5% |
| ABEV | AMBEV SA ADR SPONSOREDadr sponsored | $242,000 | +15.2% | 75,000 | 0.0% | 0.08% | +21.4% | |
| KUBTY | KUBOTA CORP ADR SPONSOREDadr sponsored | $243,000 | -16.2% | 2,600 | 0.0% | 0.08% | -11.5% | |
| MGA | MAGNA INTERNATIONAL INC COM | $244,000 | -20.8% | 3,800 | 0.0% | 0.08% | -16.7% | |
| FIS | FIDELITY NATIONAL INFORMATION COM | $236,000 | -8.2% | 2,357 | 0.0% | 0.08% | -2.4% | |
| PM | PHILIP MORRIS INTL INC COM | $228,000 | -1.3% | 2,431 | 0.0% | 0.08% | +3.9% | |
| TXN | TEXAS INSTRUMENTS INC COM | $230,000 | -3.0% | 1,256 | 0.0% | 0.08% | +1.3% | |
| AZO | Sell | AUTOZONE INC COM | $222,000 | -14.0% | 109 | -11.4% | 0.08% | -9.3% |
| AMT | Sell | AMERICAN TOWER CORP COM USD0.01 | $222,000 | -37.5% | 885 | -27.0% | 0.08% | -33.9% |
| ENB | New | ENBRIDGE INC COM | $220,000 | – | 4,780 | +100.0% | 0.08% | – |
| UGP | New | ULTRAPAR PARTICIPACOES SA ADR SPONSOREDadr sponsored | $214,000 | – | 70,743 | +100.0% | 0.08% | – |
| NTES | Buy | NETEASE INC ADR SPONSOREDadr sponsored | $211,000 | -12.1% | 2,362 | +0.3% | 0.07% | -7.5% |
| CAH | New | CARDINAL HEALTH INC COM | $209,000 | – | 3,700 | +100.0% | 0.07% | – |
| CRH | Exit | CRH ADR SPONSOREDadr sponsored | $0 | – | -4,084 | -100.0% | -0.07% | – |
| AKZOY | Exit | AKZO NOBEL NV ADR SPONSOREDadr sponsored | $0 | – | -6,133 | -100.0% | -0.08% | – |
| LRCX | Exit | LAM RESEARCH CORP COM | $0 | – | -324 | -100.0% | -0.08% | – |
| IDXX | Exit | IDEXX LABORATORIES INC COM | $0 | – | -364 | -100.0% | -0.08% | – |
| RDSA | Exit | ROYAL DUTCH SHELL ADR SPONSOREDadr sponsored | $0 | – | -6,945 | -100.0% | -0.10% | – |
| FSLY | Exit | FASTLY INC COM CL A | $0 | – | -10,019 | -100.0% | -0.12% | – |
| KMB | Exit | KIMBERLY CLARK CORP COM | $0 | – | -4,520 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-04
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.