Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 110,574 | -480 | $21,289 |
AAPL | 110,574 | -480 | $21,289 |
ISHARES TR (USMV) | 189,578 | +189,578 | $14,793 |
USMV | 189,578 | +189,578 | $14,793 |
ALPHABET INC | 99,831 | -68 | $14,069 |
GOOG | 99,831 | -68 | $14,069 |
ISHARES INC (EEMV) | 243,885 | +243,885 | $13,558 |
EEMV | 243,885 | +243,885 | $13,558 |
ISHARES TR (EFAV) | 188,022 | +188,022 | $13,037 |
EFAV | 188,022 | +188,022 | $13,037 |
MICROSOFT CORP | 26,408 | -22 | $9,930 |
MSFT | 26,408 | -22 | $9,930 |
NOVO NORDISK A S | 86,528 | UNCH | $8,951 |
NVO | 86,528 | UNCH | $8,951 |
ALPHABET INC | 61,780 | UNCH | $8,630 |
GOOGL | 61,780 | UNCH | $8,630 |
UNITEDHEALTH GROUP INC | 15,185 | -91 | $7,994 |
UNH | 15,185 | -91 | $7,994 |
ISHARES TR (REET) | 323,488 | +323,488 | $7,822 |
REET | 323,488 | +323,488 | $7,822 |
VISA INC | 23,645 | UNCH | $6,156 |
V | 23,645 | UNCH | $6,156 |
HOME DEPOT INC | 16,837 | +23 | $5,835 |
HD | 16,837 | +23 | $5,835 |
INVESCO EXCHANGE TRADED FD T (RSP) | 26,011 | +26,011 | $4,105 |
RSP | 26,011 | +26,011 | $4,105 |
THE CIGNA GROUP | 12,540 | UNCH | $3,755 |
CI | 12,540 | UNCH | $3,755 |
TAIWAN SEMICONDUCTOR MFG LTD | 35,260 | UNCH | $3,667 |
TSM | 35,260 | UNCH | $3,667 |
CGI INC | 29,491 | +3 | $3,162 |
GIB | 29,491 | +3 | $3,162 |
MCDONALDS CORP | 10,298 | +34 | $3,053 |
MCD | 10,298 | +34 | $3,053 |
RELX PLC | 75,679 | +27 | $3,001 |
RELX | 75,679 | +27 | $3,001 |
ELEVANCE HEALTH INC | 6,042 | +12 | $2,849 |
ELV | 6,042 | +12 | $2,849 |
ACCENTURE PLC IRELAND | 8,088 | UNCH | $2,838 |
ACN | 8,088 | UNCH | $2,838 |
NIKE INC | 25,721 | UNCH | $2,793 |
NKE | 25,721 | UNCH | $2,793 |
AMGEN INC | 9,173 | UNCH | $2,642 |
AMGN | 9,173 | UNCH | $2,642 |
VIPSHOP HOLDINGS LIMITED | 143,978 | -790 | $2,557 |
VIPS | 143,978 | -790 | $2,557 |
BERKSHIRE HATHAWAY INC DEL | $2,544 | ||
BRK.B | 7,132 | -1 | $2,544 |
SOUTHERN COPPER CORP | 27,644 | UNCH | $2,379 |
SCCO | 27,644 | UNCH | $2,379 |
COMCAST CORP NEW | 53,355 | UNCH | $2,340 |
CMCSA | 53,355 | UNCH | $2,340 |
MCKESSON CORP | 4,993 | +1 | $2,312 |
MCK | 4,993 | +1 | $2,312 |
WALMART INC | 14,642 | +33 | $2,308 |
WMT | 14,642 | +33 | $2,308 |
MASTERCARD INCORPORATED | 5,162 | UNCH | $2,202 |
MA | 5,162 | UNCH | $2,202 |
TJX COS INC NEW | 23,358 | UNCH | $2,191 |
TJX | 23,358 | UNCH | $2,191 |
CANADIAN NATL RY CO | 17,094 | -1,039 | $2,148 |
CNI | 17,094 | -1,039 | $2,148 |
LAUDER ESTEE COS INC | 14,046 | -433 | $2,054 |
EL | 14,046 | -433 | $2,054 |
ARCHER DANIELS MIDLAND CO | 26,293 | -1 | $1,899 |
ADM | 26,293 | -1 | $1,899 |
PACCAR INC | 18,934 | -1 | $1,849 |
PCAR | 18,934 | -1 | $1,849 |
FERRARI N V | 5,443 | UNCH | $1,842 |
RACE | 5,443 | UNCH | $1,842 |
SHELL PLC | 26,590 | +5 | $1,750 |
SHEL | 26,590 | +5 | $1,750 |
AMAZON COM INC | 11,280 | UNCH | $1,714 |
AMZN | 11,280 | UNCH | $1,714 |
TOYOTA MOTOR CORP | 9,336 | +69 | $1,712 |
TM | 9,336 | +69 | $1,712 |
CISCO SYS INC | 32,236 | +526 | $1,629 |
CSCO | 32,236 | +526 | $1,629 |
NOVARTIS AG | 16,077 | UNCH | $1,623 |
NVS | 16,077 | UNCH | $1,623 |
CME GROUP INC | 7,607 | +20 | $1,602 |
CME | 7,607 | +20 | $1,602 |
FEDEX CORP | 6,246 | UNCH | $1,580 |
FDX | 6,246 | UNCH | $1,580 |
CHUBB LIMITED | 6,949 | +116 | $1,570 |
CB | 6,949 | +116 | $1,570 |
UNILEVER PLC | 32,174 | -629 | $1,560 |
UL | 32,174 | -629 | $1,560 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 12,085 | UNCH | $1,552 |
ICE | 12,085 | UNCH | $1,552 |
MOTOROLA SOLUTIONS INC | 4,869 | UNCH | $1,524 |
MSI | 4,869 | UNCH | $1,524 |
ISHARES INC (ACWV) | 14,390 | +14,390 | $1,444 |
ACWV | 14,390 | +14,390 | $1,444 |
ASML HOLDING N V | 1,903 | UNCH | $1,440 |
ASML | 1,903 | UNCH | $1,440 |
NORTHROP GRUMMAN CORP | 3,067 | UNCH | $1,436 |
NOC | 3,067 | UNCH | $1,436 |
RB GLOBAL INC | 21,244 | UNCH | $1,421 |
RBA | 21,244 | UNCH | $1,421 |
See Full List: All Stocks Held By Lester Murray Antman dba SimplyRich
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Lester Murray Antman dba SimplyRich
Size ($ in 1000's)
At 12/31/2023: $290,783 At 09/30/2023: $206,170 Lester Murray Antman dba SimplyRich holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lester Murray Antman dba SimplyRich 13F filings. Link to 13F filings: SEC filings |