Lester Murray Antman dba SimplyRich Diversified Active

CIK: 0001725888 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 20, 2023

Total Value ($000): $206 (100.0% shares, 0.0% debt)

Holdings (145)

AAPL APPLE INC 9.2%
Value ($000) $19 Shares 111,054 Est. Cost $89.19 Unrealized +103.3%
GOOG ALPHABET INC 6.4%
Value ($000) $13 Shares 99,899 Est. Cost $108.11 Unrealized +19.4%
MSFT MICROSOFT CORP 4.0%
Value ($000) $8 Shares 26,430 Est. Cost $75.26 Unrealized +331.3%
GOOGL ALPHABET INC 3.9%
Value ($000) $8 Shares 61,780 Est. Cost $107.43 Unrealized +19.5%
NVO NOVO-NORDISK A S 3.8%
Value ($000) $8 Shares 86,528 Est. Cost $26.45 Unrealized
UNH UNITEDHEALTH GROUP INC 3.7%
Value ($000) $8 Shares 15,276 Est. Cost $186.06 Unrealized +152.6%
V VISA INC 2.6%
Value ($000) $5 Shares 23,645 Est. Cost $104.38 Unrealized +126.3%
HD HOME DEPOT INC 2.5%
Value ($000) $5 Shares 16,814 Est. Cost $141.67 Unrealized +113.9%
CI THE CIGNA GROUP 1.7%
Value ($000) $4 Shares 12,540 Est. Cost $229.72 Unrealized +18.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.5%
Value ($000) $3 Shares 35,260 Est. Cost $39.80 Unrealized
GIB CGI INC 1.4%
Value ($000) $3 Shares 29,488 Est. Cost $88.29 Unrealized +15.1%
MCD MCDONALDS CORP 1.3%
Value ($000) $3 Shares 10,264 Est. Cost $140.45 Unrealized +91.9%
ELV ELEVANCE HEALTH INC 1.3%
Value ($000) $3 Shares 6,030 Est. Cost $249.81 Unrealized +74.8%
RELX RELX PLC 1.2%
Value ($000) $3 Shares 75,652 Est. Cost $21.91 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $2 Shares 7,133 Est. Cost $207.41 Unrealized +71.0%
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $2 Shares 8,088 Est. Cost $163.68 Unrealized +85.9%
AMGN AMGEN INC 1.2%
Value ($000) $2 Shares 9,173 Est. Cost $147.77 Unrealized +56.9%
NKE NIKE INC 1.2%
Value ($000) $2 Shares 25,721 Est. Cost $51.78 Unrealized +89.7%
CMCSA COMCAST CORP NEW 1.1%
Value ($000) $2 Shares 53,355 Est. Cost $30.68 Unrealized +35.2%
WMT WALMART INC 1.1%
Value ($000) $2 Shares 14,609 Est. Cost $27.04 Unrealized +91.7%
VIPS VIPSHOP HOLDINGS LIMITED 1.1%
Value ($000) $2 Shares 144,768 Est. Cost $2.03 Unrealized
MCK MCKESSON CORP 1.1%
Value ($000) $2 Shares 4,992 Est. Cost $118.84 Unrealized +250.7%
EL LAUDER ESTEE COS INC 1.0%
Value ($000) $2 Shares 14,479 Est. Cost $109.10 Unrealized +45.7%
SCCO SOUTHERN COPPER CORP 1.0%
Value ($000) $2 Shares 27,644 Est. Cost $27.75 Unrealized +151.7%
TJX TJX COS INC NEW 1.0%
Value ($000) $2 Shares 23,358 Est. Cost $39.14 Unrealized +118.0%
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $2 Shares 5,162 Est. Cost $241.35 Unrealized +64.2%
ADM ARCHER DANIELS MIDLAND CO 1.0%
Value ($000) $2 Shares 26,294 Est. Cost $49.96 Unrealized +49.3%
CNI CANADIAN NATL RY CO 1.0%
Value ($000) $2 Shares 18,133 Est. Cost $73.93 Unrealized +47.9%
SHEL SHELL PLC 0.8%
Value ($000) $2 Shares 26,585 Est. Cost $50.77 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $2 Shares 31,710 Est. Cost $29.14 Unrealized +72.6%
TM TOYOTA MOTOR CORP 0.8%
Value ($000) $2 Shares 9,267 Est. Cost $117.99 Unrealized
FDX FEDEX CORP 0.8%
Value ($000) $2 Shares 6,246 Est. Cost $154.86 Unrealized +59.3%
NVS NOVARTIS AG 0.8%
Value ($000) $2 Shares 16,077 Est. Cost $84.30 Unrealized
UNILEVER PLC 0.8%
Value ($000) $2 Shares 32,803 Est. Cost $56.78 Unrealized
PCAR PACCAR INC 0.8%
Value ($000) $2 Shares 18,935 Est. Cost $48.92 Unrealized +56.8%
RACE FERRARI N V 0.8%
Value ($000) $2 Shares 5,443 Est. Cost $208.81 Unrealized +48.7%
CME CME GROUP INC 0.7%
Value ($000) $2 Shares 7,587 Est. Cost $157.46 Unrealized +14.4%
AMZN AMAZON COM INC 0.7%
Value ($000) $1 Shares 11,280 Est. Cost $123.53 Unrealized +8.5%
CB CHUBB LIMITED 0.7%
Value ($000) $1 Shares 6,833 Est. Cost $141.42 Unrealized +39.2%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $1 Shares 3,067 Est. Cost $267.26 Unrealized +57.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $1 Shares 12,085 Est. Cost $62.09 Unrealized +79.1%
RBA RB GLOBAL INC 0.6%
Value ($000) $1 Shares 21,244 Est. Cost $56.38 Unrealized +9.3%
MSI MOTOROLA SOLUTIONS INC 0.6%
Value ($000) $1 Shares 4,869 Est. Cost $137.94 Unrealized +101.1%
LYB LYONDELLBASELL INDUSTRIES N 0.6%
Value ($000) $1 Shares 13,654 Est. Cost $63.47 Unrealized +27.7%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1 Shares 5,232 Est. Cost $141.94 Unrealized +62.9%
AZN ASTRAZENECA PLC 0.6%
Value ($000) $1 Shares 16,930 Est. Cost $41.29 Unrealized
ASML ASML HOLDING N V 0.5%
Value ($000) $1 Shares 1,903 Est. Cost $230.80 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1 Shares 2,721 Est. Cost $307.38 Unrealized +35.0%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1 Shares 18,920 Est. Cost $72.14 Unrealized -9.9%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $1 Shares 5,715 Est. Cost $89.51 Unrealized +106.2%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1 Shares 15,900 Est. Cost $42.03 Unrealized +57.7%
HMC HONDA MOTOR LTD 0.5%
Value ($000) $1 Shares 31,981 Est. Cost $0.03 Unrealized
AFL AFLAC INC 0.5%
Value ($000) $1 Shares 13,922 Est. Cost $39.87 Unrealized +76.9%
FISV FISERV INC 0.5%
Value ($000) $1 Shares 9,450 Est. Cost $87.63 Unrealized +40.5%
IMO IMPERIAL OIL LTD 0.5%
Value ($000) $1 Shares 17,266 Est. Cost $12.85 Unrealized +300.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.5%
Value ($000) $1 Shares 7,560 Est. Cost $127.28 Unrealized +13.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1 Shares 14,605 Est. Cost $54.61 Unrealized +48.8%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1 Shares 1,841 Est. Cost $280.69 Unrealized +89.6%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1 Shares 6,964 Est. Cost $91.16 Unrealized +58.1%
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $1 Shares 8,255 Est. Cost $104.11 Unrealized +10.5%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1 Shares 14,476 Est. Cost $35.61 Unrealized +88.8%
NGG NATIONAL GRID PLC 0.5%
Value ($000) $1 Shares 16,473 Est. Cost $21.03 Unrealized
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1 Shares 4,267 Est. Cost $128.58 Unrealized +78.9%
DIS DISNEY WALT CO 0.5%
Value ($000) $1 Shares 12,006 Est. Cost $98.00 Unrealized -14.9%
SAP SAP SE 0.5%
Value ($000) $1 Shares 7,375 Est. Cost $138.64 Unrealized
ACTIVISION BLIZZARD INC 0.5%
Value ($000) $1 Shares 10,036 Est. Cost $64.09 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1 Shares 5,391 Est. Cost $104.74 Unrealized +59.6%
KOF COCA-COLA FEMSA SAB DE CV 0.4%
Value ($000) $1 Shares 11,478 Est. Cost $54.82 Unrealized
SRE SEMPRA 0.4%
Value ($000) $1 Shares 12,864 Est. Cost $59.99 Unrealized +11.0%
TRI THOMSON REUTERS CORP. 0.4%
Value ($000) $1 Shares 7,074 Est. Cost $122.38 Unrealized +1.8%
EBAY EBAY INC. 0.4%
Value ($000) $1 Shares 19,220 Est. Cost $33.03 Unrealized +29.2%
TGS TRANSPORTADORA DE GAS SUR 0.4%
Value ($000) $1 Shares 82,565 Est. Cost $5.65 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $1 Shares 3,959 Est. Cost $148.34 Unrealized +39.0%
INTC INTEL CORP 0.4%
Value ($000) $1 Shares 21,932 Est. Cost $37.08 Unrealized -7.7%
KO COCA COLA CO 0.4%
Value ($000) $1 Shares 13,332 Est. Cost $40.38 Unrealized +38.0%
CVS CVS HEALTH CORP 0.4%
Value ($000) $1 Shares 10,679 Est. Cost $56.65 Unrealized +14.0%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $1 Shares 5,215 Est. Cost $75.48 Unrealized +91.2%
BN BROOKFIELD CORP 0.4%
Value ($000) $1 Shares 23,569 Est. Cost $21.90 Unrealized +1.2%
WIT WIPRO LTD 0.4%
Value ($000) $1 Shares 151,687 Est. Cost $0.00 Unrealized
TOTALENERGIES SE 0.3%
Value ($000) $1 Shares 10,379 Est. Cost $0.06 Unrealized
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $1 Shares 12,603 Est. Cost $27.45 Unrealized +115.6%
ABBNY ABB LTD 0.3%
Value ($000) $1 Shares 18,073 Est. Cost $20.03 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1 Shares 752 Est. Cost $29.70 Unrealized +182.8%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.3%
Value ($000) $1 Shares 10,262 Est. Cost $58.51 Unrealized
CMBT EURONAV NV 0.3%
Value ($000) $1 Shares 36,254 Est. Cost $5.47 Unrealized +105.6%
TGT TARGET CORP 0.3%
Value ($000) $1 Shares 5,357 Est. Cost $74.87 Unrealized +55.5%
IX ORIX CORP 0.3%
Value ($000) $1 Shares 6,279 Est. Cost $62.59 Unrealized
AXIA CENTRAIS ELETRICAS BRASILEIR 0.3%
Value ($000) $1 Shares 79,119 Est. Cost $8.65 Unrealized
INFY INFOSYS LTD 0.3%
Value ($000) $1 Shares 32,820 Est. Cost $13.91 Unrealized
AON AON PLC 0.3%
Value ($000) $1 Shares 1,711 Est. Cost $236.31 Unrealized +37.7%
WTW WILLIS TOWERS WATSON PLC LTD 0.3%
Value ($000) $1 Shares 2,645 Est. Cost $197.15 Unrealized +4.9%
CAT CATERPILLAR INC 0.3%
Value ($000) $1 Shares 1,996 Est. Cost $177.70 Unrealized +47.1%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $1 Shares 3,904 Est. Cost $124.94 Unrealized +5.1%
MRK MERCK & CO INC 0.3%
Value ($000) $1 Shares 5,021 Est. Cost $62.14 Unrealized +60.7%
APTIV PLC 0.2%
Value ($000) $1 Shares 5,103 Est. Cost $80.89 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $0 Shares 4,595 Est. Cost $45.81 Unrealized +155.4%
EMR EMERSON ELEC CO 0.2%
Value ($000) $0 Shares 5,008 Est. Cost $57.46 Unrealized +58.6%
LOGI LOGITECH INTL S A 0.2%
Value ($000) $0 Shares 7,001 Est. Cost $52.58 Unrealized +22.4%
TELFY TELEFONICA S A 0.2%
Value ($000) $0 Shares 117,476 Est. Cost $0.00 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $0 Shares 4,113 Est. Cost $49.16 Unrealized +129.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $0 Shares 3,043 Est. Cost $99.65 Unrealized +32.2%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $0 Shares 2,773 Est. Cost $118.43 Unrealized +31.7%
MR COOPER GROUP INC 0.2%
Value ($000) $0 Shares 7,832 Est. Cost $31.03 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $0 Shares 1,060 Est. Cost $333.63 Unrealized +10.6%
ALC ALCON AG 0.2%
Value ($000) $0 Shares 5,042 Est. Cost $63.53 Unrealized +28.5%
SIRIUS XM HOLDINGS INC 0.2%
Value ($000) $0 Shares 84,683 Est. Cost $5.37 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $0 Shares 3,400 Est. Cost $85.78 Unrealized +37.4%
DEO DIAGEO PLC 0.2%
Value ($000) $0 Shares 2,529 Est. Cost $108.11 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.2%
Value ($000) $0 Shares 21,735 Est. Cost $0.02 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.2%
Value ($000) $0 Shares 9,666 Est. Cost $44.00 Unrealized -4.6%
NTES NETEASE INC 0.2%
Value ($000) $0 Shares 3,537 Est. Cost $0.09 Unrealized
CHT CHUNGHWA TELECOM CO LTD 0.2%
Value ($000) $0 Shares 9,459 Est. Cost $36.57 Unrealized
WFG WEST FRASER TIMBER CO LTD 0.2%
Value ($000) $0 Shares 4,643 Est. Cost $76.47 Unrealized +2.8%
RTO RENTOKIL INITIAL PLC 0.2%
Value ($000) $0 Shares 8,957 Est. Cost $0.03 Unrealized
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $0 Shares 3,700 Est. Cost $59.26 Unrealized +46.3%
META META PLATFORMS INC 0.2%
Value ($000) $0 Shares 1,059 Est. Cost $169.12 Unrealized +76.9%
PSO PEARSON PLC 0.1%
Value ($000) $0 Shares 28,913 Est. Cost $0.01 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 4,607 Est. Cost $59.55 Unrealized +12.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 1,879 Est. Cost $122.49 Unrealized +23.8%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $0 Shares 2,939 Est. Cost $61.00 Unrealized +68.9%
AZO AUTOZONE INC 0.1%
Value ($000) $0 Shares 109 Est. Cost $1612.37 Unrealized +55.6%
TE CONNECTIVITY LTD 0.1%
Value ($000) $0 Shares 2,200 Est. Cost $97.73 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $0 Shares 532 Est. Cost $450.89 Unrealized +17.3%
NICE NICE LTD 0.1%
Value ($000) $0 Shares 1,569 Est. Cost $49.19 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $0 Shares 1,203 Est. Cost $147.01 Unrealized +43.6%
PSA PUBLIC STORAGE 0.1%
Value ($000) $0 Shares 995 Est. Cost $164.79 Unrealized +53.9%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $0 Shares 7,418 Est. Cost $25.68 Unrealized +40.9%
GRMN GARMIN LTD 0.1%
Value ($000) $0 Shares 2,426 Est. Cost $82.77 Unrealized +21.5%
BIDU BAIDU INC 0.1%
Value ($000) $0 Shares 1,899 Est. Cost $0.12 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value ($000) $0 Shares 16,191 Est. Cost $0.02 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $0 Shares 4,510 Est. Cost $42.34 Unrealized +38.1%
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $0 Shares 6,060 Est. Cost $0.04 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $0 Shares 2,037 Est. Cost $104.74 Unrealized +10.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $0 Shares 7,201 Est. Cost $40.91 Unrealized -29.1%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 252 Est. Cost $53.77 Unrealized +16.7%
FMX FOMENTO ECONOMICO MEXICANO S 0.1%
Value ($000) $0 Shares 2,088 Est. Cost $0.11 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $0 Shares 2,431 Est. Cost $60.35 Unrealized +42.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 1,700 Est. Cost $115.14 Unrealized +28.6%
SLF SUN LIFE FINANCIAL INC. 0.1%
Value ($000) $0 Shares 4,481 Est. Cost $44.25 Unrealized +13.3%
VALE VALE S A 0.1%
Value ($000) $0 Shares 15,660 Est. Cost $0.02 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $0 Shares 830 Est. Cost $220.19 Unrealized 0.0%
FSLY FASTLY INC 0.1%
Value ($000) $0 Shares 10,733 Est. Cost $19.51 Unrealized 0.0%
MGA MAGNA INTL INC 0.1%
Value ($000) $0 Shares 3,800 Est. Cost $50.03 Unrealized +6.3%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $0 Shares 1,435 Est. Cost $122.12 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $0 Shares 324 Est. Cost $0.64 Unrealized