Lester Murray Antman Dba Simplyrich Holdings & Portfolio - 13F Filings Analysis - Stocknear

Lester Murray Antman Dba Simplyrich

CIK Number: 0001725888

358.87M
Market Value
200
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 9, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
256.87
+1.81% 108.55K -0.09% 24.11M 42.51 6.98% Share
2 USMV iShares MSCI US...
93.64
-0.55% 211.91K +12.56% 19.85M 79.82 5.74% Share
3 EFAV iShares MSCI EA...
83.56
-0.8% 203.49K +0.76% 15.86M 69.5 4.59% Share
4 GOOG Alphabet Inc.
246.57
-0.51% 99.18K -0.05% 15.49M 54.96 4.48% Share
5 EEMV iShares MSCI Em...
63.41
-1.06% 257.47K -1.02% 15.02M 55.75 4.35% Share
6 MSFT Microsoft Corpo...
506.91
-0.64% 26.26K -0.05% 9.86M 85.96 2.85% Share
7 GOOGL Alphabet Inc.
245.76
-0.56% 61.75K 0.00% 9.55M 55.05 2.76% Share
8 V Visa Inc.
334.93
-1.11% 23.55K 0.00% 8.25M 115.39 2.39% Share
9 UNH UnitedHealth Gr...
345.75
-1.72% 15.17K 0.00% 7.94M 224.49 2.30% Share
10 HD The Home Depot,...
407.65
-0.52% 17.07K -0.17% 6.26M 193.4 1.81% Share
11 NVO Novo Nordisk A/...
56.03
-4.61% 86.61K +0.61% 6.01M 28.01 1.74% Share
12 TSM Taiwan Semicond...
276.58
-1.47% 34.9K 0.00% 5.79M 41.83 1.68% Share
13 RSP Invesco S&P 500...
186.68
-0.84% 26.08K +0.19% 4.52M 157.86 1.31% Share
14 REET iShares Global ...
25.14
-0.42% 176.52K -31.69% 4.28M 24.18 1.24% Share
15 CI The Cigna Group
283.73
-2.64% 12.5K 0.00% 4.11M 237.09 1.19% Share
16 RELX RELX Plc
46.29
-0.17% 81K -0.01% 4.08M 24.27 1.18% Share
17 WMT Walmart Inc.
103.05
+0.31% 45.79K +0.00% 4.02M 35.26 1.16% Share
18 BRK-B Berkshire Hatha...
495.15
-0.39% 7.28K 0.00% 3.88M 222.17 1.12% Share
19 MCK McKesson Corpor...
736.89
-3.11% 5.19K 0.00% 3.49M 149.84 1.01% Share
20 MCD McDonald's Corp...
302.29
-0.67% 10.86K -0.39% 3.39M 183.03 0.98% Share
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