The Analysis of Lester Murray Antman dba SimplyRich's Holdings

Currently, Lester Murray Antman dba SimplyRich holds 200 types of securities in its portfolio with a total value $370.6K. In the most recent quarter, they have increased their positions in RIO (+6.6K shares, valued at $435), PBR (+29.0K shares, valued at $366), VALE (+31.8K shares, valued at $345); decreased their positions in EEMV (-19.7K shares, valued at $1.3K), EFAV (-13.4K shares, valued at $1.1K), USMV (-8.3K shares, valued at $787.7386743871473); initiated new positions in RIO (+6.6K shares, valued at $435), PBR (+29.0K shares, valued at $366), VALE (+31.8K shares, valued at $345).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC108.3K shares-0.07%2025-09-302025-10-10

GOOG ALPHABET INC98.9K shares-0.20%2025-09-302025-10-10

USMV ISHARES TR210.7K shares-3.78%2025-09-302025-10-10

EFAV ISHARES TR190.1K shares-6.56%2025-09-302025-10-10

GOOGL ALPHABET INC61.7K shares0.00%2025-09-302025-10-10

EEMV ISHARES INC233.7K shares-7.79%2025-09-302025-10-10

MSFT MICROSOFT CORP25.9K shares-1.27%2025-09-302025-10-10

TSM TAIWAN SEMICONDUCTOR MFG LTD34.9K shares0.00%2025-09-302025-10-10

Sponsored

V VISA INC23.6K shares0.00%2025-09-302025-10-10

HD HOME DEPOT INC17.1K shares-0.01%2025-09-302025-10-10

UNH UNITEDHEALTH GROUP INC15.1K shares-0.04%2025-09-302025-10-10

RSP INVESCO EXCHANGE TRADED FD T26.1K shares0.00%2025-09-302025-10-10

WMT WALMART INC45.8K shares-0.02%2025-09-302025-10-10

NVO NOVO-NORDISK A S84.6K shares-8.42%2025-09-302025-10-10

MCK MCKESSON CORP5.2K shares0.00%2025-09-302025-10-10

RELX RELX PLC81.0K shares-0.02%2025-09-302025-10-10

Sponsored

REET ISHARES TR144.6K shares-14.66%2025-09-302025-10-10

BRK.B BERKSHIRE HATHAWAY INC DEL7.3K shares-0.01%2025-09-302025-10-10

CI THE CIGNA GROUP12.5K shares0.00%2025-09-302025-10-10

SCCO SOUTHERN COPPER CORP29.4K shares2.74%2025-09-302025-10-10

TJX TJX COS INC NEW23.4K shares0.00%2025-09-302025-10-10

MCD MCDONALDS CORP10.8K shares-0.13%2025-09-302025-10-10

MA MASTERCARD INCORPORATED5.2K shares0.00%2025-09-302025-10-10

VIPS VIPSHOP HLDGS LTD146.8K shares0.47%2025-09-302025-10-10

Sponsored

MU MICRON TECHNOLOGY INC15.9K shares0.00%2025-09-302025-10-10

RACE FERRARI N V5.3K shares-0.30%2025-09-302025-10-10

GIB CGI INC28.9K shares-2.10%2025-09-302025-10-10

AMGN AMGEN INC9.0K shares-0.31%2025-09-302025-10-10

AMZN AMAZON COM INC11.3K shares0.00%2025-09-302025-10-10

AVGO BROADCOM INC7.5K shares0.00%2025-09-302025-10-10

CSCO CISCO SYS INC35.2K shares-0.03%2025-09-302025-10-10

RTX RTX CORPORATION14.2K shares0.00%2025-09-302025-10-10

Sponsored

NVS NOVARTIS AG17.8K shares-0.03%2025-09-302025-10-10

RBA RB GLOBAL INC20.8K shares0.00%2025-09-302025-10-10

MSI MOTOROLA SOLUTIONS INC4.9K shares-5.53%2025-09-302025-10-10

CME CME GROUP INC8.2K shares-0.02%2025-09-302025-10-10

SHEL SHELL PLC29.4K shares0.03%2025-09-302025-10-10

ICE INTERCONTINENTAL EXCHANGE IN11.9K shares0.00%2025-09-302025-10-10

ACN ACCENTURE PLC IRELAND8.1K shares0.00%2025-09-302025-10-10

SAP SAP SE7.4K shares0.00%2025-09-302025-10-10

Sponsored

COST COSTCO WHSL CORP NEW2.1K shares-0.05%2025-09-302025-10-10

CB CHUBB LIMITED6.9K shares-0.10%2025-09-302025-10-10

TTWO TAKE-TWO INTERACTIVE SOFTWAR7.6K shares0.00%2025-09-302025-10-10

ELV ELEVANCE HEALTH INC6.0K shares-2.14%2025-09-302025-10-10

ACWV ISHARES INC16.0K shares0.01%2025-09-302025-10-10

UL UNILEVER PLC32.3K shares2.51%2025-09-302025-10-10

NOC NORTHROP GRUMMAN CORP3.1K shares0.00%2025-09-302025-10-10

ASML ASML HOLDING N V1.9K shares0.00%2025-09-302025-10-10

Sponsored

AFL AFLAC INC16.5K shares-1.35%2025-09-302025-10-10

ADP AUTOMATIC DATA PROCESSING IN6.2K shares-0.03%2025-09-302025-10-10

TM TOYOTA MOTOR CORP9.2K shares-0.04%2025-09-302025-10-10

PCAR PACCAR INC18.0K shares-0.03%2025-09-302025-10-10

EBAY EBAY INC.19.2K shares0.00%2025-09-302025-10-10

NKE NIKE INC24.7K shares-0.02%2025-09-302025-10-10

PNC PNC FINL SVCS GROUP INC8.3K shares0.00%2025-09-302025-10-10

CMCSA COMCAST CORP NEW52.5K shares0.20%2025-09-302025-10-10

Sponsored

COOP MR COOPER GROUP INC7.7K shares0.00%2025-09-302025-10-10

BN BROOKFIELD CORP23.6K shares0.00%2025-09-302025-10-10

IMO IMPERIAL OIL LTD17.3K shares0.00%2025-09-302025-10-10

CNI CANADIAN NATL RY CO16.3K shares-8.91%2025-09-302025-10-10

LMT LOCKHEED MARTIN CORP3.1K shares-3.79%2025-09-302025-10-10

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-10

FDX FEDEX CORP6.1K shares0.00%2025-09-302025-10-10

IBM INTERNATIONAL BUSINESS MACHS4.9K shares-0.06%2025-09-302025-10-10

Sponsored

JCI JOHNSON CTLS INTL PLC12.6K shares0.00%2025-09-302025-10-10

VNQ VANGUARD INDEX FDS15.1K shares-1.71%2025-09-302025-10-10

AZN ASTRAZENECA PLC17.9K shares0.22%2025-09-302025-10-10

TGS TRANSPORTADORA DE GAS SUR64.5K shares-0.04%2025-09-302025-10-10

GRMN GARMIN LTD5.3K shares-0.06%2025-09-302025-10-10

PYPL PAYPAL HLDGS INC18.4K shares0.00%2025-09-302025-10-10

DIS DISNEY WALT CO10.6K shares0.00%2025-09-302025-10-10

IX ORIX CORP46.3K shares1.41%2025-09-302025-10-10

Sponsored

FI FISERV INC9.4K shares-0.64%2025-09-302025-10-10

RSG REPUBLIC SVCS INC5.2K shares0.00%2025-09-302025-10-10

MMC MARSH & MCLENNAN COS INC5.7K shares-2.15%2025-09-302025-10-10

ORCL ORACLE CORP4.1K shares0.00%2025-09-302025-10-10

ITW ILLINOIS TOOL WKS INC4.3K shares0.00%2025-09-302025-10-10

TRI THOMSON REUTERS CORP7.1K shares0.00%2025-09-302025-10-10

BVN COMPANIA DE MINAS BUENAVENTU44.9K shares1.86%2025-09-302025-10-10

RWO SPDR INDEX SHS FDS23.2K shares0.00%2025-09-302025-10-10

Sponsored

PG PROCTER AND GAMBLE CO6.9K shares0.00%2025-09-302025-10-10

SRE SEMPRA11.6K shares1.42%2025-09-302025-10-10

MDLZ MONDELEZ INTL INC16.3K shares-3.12%2025-09-302025-10-10

RZV INVESCO EXCHANGE TRADED FD T8.6K shares0.00%2025-09-302025-10-10

NGG NATIONAL GRID PLC13.8K shares6.62%2025-09-302025-10-10

CAT CATERPILLAR INC2.0K shares0.00%2025-09-302025-10-10

AU ANGLOGOLD ASHANTI PLC13.5K shares-0.09%2025-09-302025-10-10

UNP UNION PAC CORP3.9K shares0.00%2025-09-302025-10-10

Sponsored

KOF COCA-COLA FEMSA SAB DE CV10.8K shares0.00%2025-09-302025-10-10

HSBC HSBC HLDGS PLC12.3K shares-0.11%2025-09-302025-10-10

SONY SONY GROUP CORP29.7K shares2.23%2025-09-302025-10-10

KO COCA COLA CO12.6K shares-0.04%2025-09-302025-10-10

ATAT ATOUR LIFESTYLE HLDGS LTD21.6K shares-0.10%2025-09-302025-10-10

WIT WIPRO LTD302.9K shares-0.06%2025-09-302025-10-10

TCOM TRIP COM GROUP LTD10.4K shares68.45%2025-09-302025-10-10

DHI D R HORTON INC4.6K shares0.00%2025-09-302025-10-10

Sponsored

META META PLATFORMS INC1.1K shares0.00%2025-09-302025-10-10

CVS CVS HEALTH CORP10.3K shares-0.12%2025-09-302025-10-10

BIDU BAIDU INC5.9K shares4.84%2025-09-302025-10-10

LOGI LOGITECH INTL S A7.0K shares2.34%2025-09-302025-10-10

LIN LINDE PLC1.6K shares-0.06%2025-09-302025-10-10

BABA ALIBABA GROUP HLDG LTD4.3K shares-19.00%2025-09-302025-10-10

NTES NETEASE INC4.9K shares-0.14%2025-09-302025-10-10

CHKP CHECK POINT SOFTWARE TECH LT3.6K shares-2.07%2025-09-302025-10-10

Sponsored

INFY INFOSYS LTD45.4K shares26.65%2025-09-302025-10-10

PEP PEPSICO INC5.2K shares-1.21%2025-09-302025-10-10

GFI GOLD FIELDS LTD17.3K shares1.41%2025-09-302025-10-10

COF CAPITAL ONE FINL CORP3.4K shares0.00%2025-09-302025-10-10

WM WASTE MGMT INC DEL3.2K shares-0.09%2025-09-302025-10-10

WTW WILLIS TOWERS WATSON PLC LTD2.0K shares0.00%2025-09-302025-10-10

EBR CENTRAIS ELETRICAS BRASILEIR70.2K shares0.00%2025-09-302025-10-10

VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.00%2025-09-302025-10-10

Sponsored

EMR EMERSON ELEC CO5.0K shares0.00%2025-09-302025-10-10

CHT CHUNGHWA TELECOM CO LTD14.9K shares-0.11%2025-09-302025-10-10

T AT&T INC22.4K shares-0.12%2025-09-302025-10-10

DLS WISDOMTREE TR7.9K shares0.00%2025-09-302025-10-10

AON AON PLC1.7K shares0.00%2025-09-302025-10-10

VZ VERIZON COMMUNICATIONS INC13.8K shares-0.05%2025-09-302025-10-10

TME TENCENT MUSIC ENTMT GROUP25.9K shares-0.28%2025-09-302025-10-10

TRP TC ENERGY CORP11.1K shares-0.21%2025-09-302025-10-10

Sponsored

JANX JANUX THERAPEUTICS INC24.3K shares0.00%2025-09-302025-10-10

HLN HALEON PLC66.0K shares4.40%2025-09-302025-10-10

LYB LYONDELLBASELL INDUSTRIES N12.1K shares-0.62%2025-09-302025-10-10

BTI BRITISH AMERN TOB PLC11.0K shares-0.08%2025-09-302025-10-10

CAH CARDINAL HEALTH INC3.7K shares0.00%2025-09-302025-10-10

ENB ENBRIDGE INC11.5K shares-0.51%2025-09-302025-10-10

AZO AUTOZONE INC135 shares0.00%2025-09-302025-10-10

PSO PEARSON PLC40.7K shares-15.13%2025-09-302025-10-10

Sponsored

ESLT ELBIT SYS LTD1.1K shares9.94%2025-09-302025-10-10

NMR NOMURA HLDGS INC72.8K shares-0.15%2025-09-302025-10-10

SBS COMPANHIA DE SANEAMENTO BASI21.1K shares10.15%2025-09-302025-10-10

FMX FOMENTO ECONOMICO MEXICANO S5.3K shares-0.19%2025-09-302025-10-10

MRK MERCK & CO INC6.1K shares0.00%2025-09-302025-10-10

TEF TELEFONICA S A99.6K shares-0.07%2025-09-302025-10-10

LNG CHENIERE ENERGY INC2.2K shares-0.14%2025-09-302025-10-10

TTE TOTALENERGIES SE8.2K shares9.10%2025-09-302025-10-10

Sponsored

CRH CRH PLC4.1K shares0.00%2025-09-302025-10-10

TEL TE CONNECTIVITY PLC2.2K shares0.00%2025-09-302025-10-10

SLF SUN LIFE FINANCIAL INC.8.0K shares0.83%2025-09-302025-10-10

DE DEERE & CO1.0K shares-0.10%2025-09-302025-10-10

SHY ISHARES TR5.7K shares-2.09%2025-09-302025-10-10

TAK TAKEDA PHARMACEUTICAL CO LTD32.1K shares-1.22%2025-09-302025-10-10

WPM WHEATON PRECIOUS METALS CORP4.2K shares0.00%2025-09-302025-10-10

SPY SPDR S&P 500 ETF TR694 shares0.00%2025-09-302025-10-10

Sponsored

DBP INVESCO DB MULTI-SECTOR COMM5.0K shares0.00%2025-09-302025-10-10

A AGILENT TECHNOLOGIES INC3.4K shares0.00%2025-09-302025-10-10

RIO RIO TINTO PLC6.6K sharesnew addition2025-09-302025-10-10

LRCX LAM RESEARCH CORP3.2K shares0.00%2025-09-302025-10-10

SCHW SCHWAB CHARLES CORP4.5K shares0.00%2025-09-302025-10-10

ORLY OREILLY AUTOMOTIVE INC4.0K shares-0.37%2025-09-302025-10-10

TGT TARGET CORP4.7K shares0.00%2025-09-302025-10-10

MO ALTRIA GROUP INC6.3K shares-0.22%2025-09-302025-10-10

Sponsored

INTC INTEL CORP12.4K shares0.00%2025-09-302025-10-10

GD GENERAL DYNAMICS CORP1.2K shares0.00%2025-09-302025-10-10

QFIN QIFU TECHNOLOGY INC14.1K shares-1.41%2025-09-302025-10-10

DGX QUEST DIAGNOSTICS INC2.1K shares-0.14%2025-09-302025-10-10

AEG AEGON LTD49.5K shares36.15%2025-09-302025-10-10

PM PHILIP MORRIS INTL INC2.4K shares0.00%2025-09-302025-10-10

KEYS KEYSIGHT TECHNOLOGIES INC2.2K shares0.00%2025-09-302025-10-10

RDY DR REDDYS LABS LTD28.0K shares-0.15%2025-09-302025-10-10

Sponsored

GLD SPDR GOLD TR1.1K shares0.00%2025-09-302025-10-10

B BARRICK MNG CORP11.8K shares-0.31%2025-09-302025-10-10

SYY SYSCO CORP4.6K shares0.00%2025-09-302025-10-10

PDD PDD HOLDINGS INC2.8K shares0.00%2025-09-302025-10-10

PBR PETROLEO BRASILEIRO SA PETRO29.0K sharesnew addition2025-09-302025-10-10

BAM BROOKFIELD ASSET MANAGMT LTD6.3K shares-0.02%2025-09-302025-10-10

ALC ALCON AG4.7K shares-11.48%2025-09-302025-10-10

VALE VALE S A31.8K sharesnew addition2025-09-302025-10-10

Sponsored

IJS ISHARES TR3.1K shares0.00%2025-09-302025-10-10

VOD VODAFONE GROUP PLC NEW29.4K shares-0.25%2025-09-302025-10-10

SKM SK TELECOM CO LTD15.7K shares29.14%2025-09-302025-10-10

FINV FINVOLUTION GROUP45.4K shares-0.19%2025-09-302025-10-10

PBR.A PETROLEO BRASILEIRO SA PETRO27.7K shares-0.29%2025-09-302025-10-10

FOX FOX CORP5.7K shares2.37%2025-09-302025-10-10

CMBT CMB.TECH NV34.2K shares0.00%2025-09-302025-10-10

DELL DELL TECHNOLOGIES INC2.2K shares-0.36%2025-09-302025-10-10

Sponsored

K KELLANOVA3.6K shares-0.11%2025-09-302025-10-10

FHN FIRST HORIZON CORPORATION13.2K shares-0.23%2025-09-302025-10-10

BKNG BOOKING HOLDINGS INC55 shares0.00%2025-09-302025-10-10

PSA PUBLIC STORAGE OPER CO1.0K shares-0.10%2025-09-302025-10-10

CVX CHEVRON CORP NEW1.8K shares0.00%2025-09-302025-10-10

TXN TEXAS INSTRS INC1.5K shares-0.33%2025-09-302025-10-10

BNTX BIONTECH SE2.8K shares-0.14%2025-09-302025-10-10

TSCO TRACTOR SUPPLY CO4.8K shares2.31%2025-09-302025-10-10

Sponsored

PKG PACKAGING CORP AMER1.2K shares0.00%2025-09-302025-10-10

VLO VALERO ENERGY CORP1.4K sharesnew addition2025-09-302025-10-10

AMX AMERICA MOVIL SAB DE CV11.7K shares0.00%2025-09-302025-10-10

SNA SNAP ON INC702 shares-0.14%2025-09-302025-10-10

TMO THERMO FISHER SCIENTIFIC INC479 sharesnew addition2025-09-302025-10-10

IDXX IDEXX LABS INC364 sharesnew addition2025-09-302025-10-10

DEO DIAGEO PLC2.3K shares-4.68%2025-09-302025-10-10

TLK P T TELEKOMUNIKASI INDONESIA11.8K sharesnew addition2025-09-302025-10-10

Sponsored

VICI VICI PPTYS INC6.6K shares-0.29%2025-09-302025-10-10

CRBG COREBRIDGE FINL INC6.7K shares-0.16%2025-09-302025-10-10

BEKE KE HLDGS INC11.3K shares-0.28%2025-09-302025-10-10

SU SUNCOR ENERGY INC NEW5.0K sharesnew addition2025-09-302025-10-10

SIRI SIRIUSXM HOLDINGS INC9.1K shares0.00%2025-09-302025-10-10

CF CF INDS HLDGS INC2.3K shares-5.09%2025-09-302025-10-10

SUZ SUZANO S A21.8K shares0.00%2025-09-302025-10-10

CMI CUMMINS INC474 sharesnew addition2025-09-302025-10-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available