13F-HR filed by Lester Murray Antman dba SimplyRich
Lester Murray Antman dba SimplyRich filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-29, with 216 holding rows worth $350,375,000.
- Accession
- 0001907157-25-000002
- Filer
- CIK 1725888
- Filed
- 2025-01-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 216 entries on the cover page, a total value of $350,375,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $350,375,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-18236. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 108,654 | $27,209,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 99,225 | $18,896,000 | thousands, detected and multiplied | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 188,264 | $16,715,000 | thousands, detected and multiplied | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 260,123 | $15,084,000 | thousands, detected and multiplied | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 201,949 | $14,279,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 61,747 | $11,688,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 26,274 | $11,074,000 | thousands, detected and multiplied | |
| UnitedHealth Group Inc | 91324P102 | COM | 15,169 | $7,673,000 | thousands, detected and multiplied | |
| Visa Inc | 92826C839 | COM | 23,552 | $7,443,000 | thousands, detected and multiplied | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 86,079 | $7,404,000 | thousands, detected and multiplied | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 34,895 | $6,891,000 | thousands, detected and multiplied | |
| Home Depot, Inc | 437076102 | COM | 17,100 | $6,651,000 | thousands, detected and multiplied | |
| iShares Global REIT ETF | 46434V647 | SHS | 258,393 | $6,193,000 | thousands, detected and multiplied | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 26,035 | $4,562,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 45,790 | $4,137,000 | thousands, detected and multiplied | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 81,011 | $3,679,000 | thousands, detected and multiplied | |
| Cigna Corporation | 125523100 | COM | 12,504 | $3,452,000 | thousands, detected and multiplied | |
| CGI INC CL A SUB VTG | 12532H104 | Stock | 30,397 | $3,323,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,278 | $3,298,000 | thousands, detected and multiplied | |
| McDonalds Corporation | 580135101 | COM | 10,900 | $3,159,000 | thousands, detected and multiplied | |
| MCKESSON CORP COM | 58155Q103 | Stock | 5,191 | $2,958,000 | thousands, detected and multiplied | |
| Accenture Plc Class A | G1151C101 | COM | 8,088 | $2,845,000 | thousands, detected and multiplied | |
| TJX Companies Inc | 872540109 | COM | 23,358 | $2,821,000 | thousands, detected and multiplied | |
| MasterCard, Inc | 57636Q104 | COM | 5,162 | $2,718,000 | thousands, detected and multiplied | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 28,176 | $2,567,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 11,280 | $2,474,000 | thousands, detected and multiplied | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 5,221 | $2,413,000 | thousands, detected and multiplied | |
| Amgen Inc. | 031162100 | COM | 9,095 | $2,370,000 | thousands, detected and multiplied | |
| Elevance Health, Inc. | 036752103 | COM | 6,249 | $2,305,000 | thousands, detected and multiplied | |
| FERRARI N V | N3167Y103 | COM | 5,319 | $2,259,000 | thousands, detected and multiplied | |
| Cisco Systems,Inc. | 17275R102 | COM | 35,175 | $2,082,000 | thousands, detected and multiplied | |
| PACCAR INC COM | 693718108 | Stock | 19,808 | $2,060,000 | thousands, detected and multiplied | |
| VIPSHOP HLDGS LTD SPONSORED ADS A | 92763W103 | ADR | 151,159 | $2,036,000 | thousands, detected and multiplied | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 34,755 | $1,970,000 | thousands, detected and multiplied | |
| Comcast Corp | 20030N101 | COM | 52,020 | $1,952,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,124 | $1,946,000 | thousands, detected and multiplied | |
| FISERV INC | 337738108 | COM | 9,418 | $1,934,000 | thousands, detected and multiplied | |
| LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | 502441306 | AMERICAN DEPOSITORY | 14,800 | $1,934,000 | thousands, detected and multiplied | |
| Chubb Limited | H1467J104 | COM | 6,949 | $1,920,000 | thousands, detected and multiplied | |
| NIKE,Inc. Class B | 654106103 | COM | 25,280 | $1,912,000 | thousands, detected and multiplied | |
| CME Group Inc. Class A | 12572Q105 | COM | 8,172 | $1,897,000 | thousands, detected and multiplied | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 9,733 | $1,894,000 | thousands, detected and multiplied | |
| TRANSPORTADORA DE GAS SUR | 893870204 | SPONSORED ADS B | 64,518 | $1,888,000 | thousands, detected and multiplied | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 20,839 | $1,879,000 | thousands, detected and multiplied | |
| CANADIANNATLRYCOF | 136375102 | STOK | 18,447 | $1,872,000 | thousands, detected and multiplied | |
| SAP SE SPON ADR | 803054204 | ADR | 7,375 | $1,815,000 | thousands, detected and multiplied | |
| Automatic Data Processing,Inc. | 053015103 | COM | 6,152 | $1,800,000 | thousands, detected and multiplied | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 11,895 | $1,772,000 | thousands, detected and multiplied | |
| FEDEX CORP COM | 31428X106 | Stock | 6,246 | $1,757,000 | thousands, detected and multiplied | |
| Broadcom Inc. | 11135F101 | COM | 7,486 | $1,735,000 | thousands, detected and multiplied | |
| AFLAC INC COM | 001055102 | Stock | 16,565 | $1,713,000 | thousands, detected and multiplied | |
| SHELL PLC SPON ADS | 780259305 | ADR | 26,564 | $1,664,000 | thousands, detected and multiplied | |
| Raytheon Technologies Corporation | 75513E101 | COM | 14,216 | $1,645,000 | thousands, detected and multiplied | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 15,066 | $1,645,000 | thousands, detected and multiplied | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 18,920 | $1,614,000 | thousands, detected and multiplied | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 8,255 | $1,591,000 | thousands, detected and multiplied | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 15,892 | $1,546,000 | thousands, detected and multiplied | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 3,067 | $1,439,000 | thousands, detected and multiplied | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 7,560 | $1,391,000 | thousands, detected and multiplied | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 62,420 | $1,368,000 | thousands, detected and multiplied | |
| Vanguard Real Estate | 922908553 | SHS | 15,344 | $1,366,000 | thousands, detected and multiplied | |
| 1/100 Berkshire Hath A | 084990175 | BRKA | 200 | $1,361,000 | thousands, detected and multiplied | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 23,569 | $1,354,000 | thousands, detected and multiplied | |
| Micron Technology,Inc. | 595112103 | COM | 15,900 | $1,338,000 | thousands, detected and multiplied | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 6,242 | $1,325,000 | thousands, detected and multiplied | |
| Lockheed Martin Corporation | 539830109 | COM | 2,724 | $1,323,000 | thousands, detected and multiplied | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,903 | $1,318,000 | thousands, detected and multiplied | |
| Walt Disney Co | 254687106 | COM | 11,756 | $1,309,000 | thousands, detected and multiplied | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 368,189 | $1,303,000 | thousands, detected and multiplied | |
| JANUX THERAPEUTICS INC | 47103J105 | COM | 24,315 | $1,301,000 | thousands, detected and multiplied | |
| Nippon Telegraph Telephone Corp | 654624105 | Equity | 50,632 | $1,264,000 | thousands, detected and multiplied | |
| SEMPRA COM | 816851109 | Stock | 13,772 | $1,208,000 | thousands, detected and multiplied | |
| EBAY INC. COM | 278642103 | Stock | 19,220 | $1,190,000 | thousands, detected and multiplied | |
| Procter & Gamble Co | 742718109 | COM | 6,907 | $1,157,000 | thousands, detected and multiplied | |
| THOMSON REUTERS CORP COM | 884903808 | Stock | 7,074 | $1,134,000 | thousands, detected and multiplied | |
| GARMIN LTD SHS | H2906T109 | Stock | 5,401 | $1,114,000 | thousands, detected and multiplied | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 16,930 | $1,109,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 4,941 | $1,086,000 | thousands, detected and multiplied | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 4,267 | $1,081,000 | thousands, detected and multiplied | |
| IMPERIAL OIL LTD COM NEW | 453038408 | Stock | 17,266 | $1,063,000 | thousands, detected and multiplied | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 5,215 | $1,049,000 | thousands, detected and multiplied | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 23,237 | $996,000 | thousands, detected and multiplied | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 12,603 | $994,000 | thousands, detected and multiplied | |
| ABB LTD-ADR | 000375204 | SPONSORED ADR | 18,073 | $970,000 | thousands, detected and multiplied | |
| INVESCO S&P SMALLCAP 600PURE VALUE ETF | 46137V167 | ETF | 8,615 | $959,000 | thousands, detected and multiplied | |
| NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS | 636274409 | STOK | 15,874 | $943,000 | thousands, detected and multiplied | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 12,254 | $910,000 | thousands, detected and multiplied | |
| Linde plc | G54950103 | COM | 2,173 | $909,000 | thousands, detected and multiplied | |
| Union Pacific Corporation | 907818108 | COM | 3,959 | $902,000 | thousands, detected and multiplied | |
| Mondelez International,Inc. Class A | 609207105 | COM | 15,065 | $899,000 | thousands, detected and multiplied | |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | 191241108 | ADR | 10,765 | $838,000 | thousands, detected and multiplied | |
| PepsiCo,Inc. | 713448108 | COM | 5,281 | $803,000 | thousands, detected and multiplied | |
| Coca-Cola Company | 191216100 | COM | 12,720 | $791,000 | thousands, detected and multiplied | |
| LOGITECH INTL S A SHS | H50430232 | Stock | 9,539 | $785,000 | thousands, detected and multiplied | |
| SCHWAB FUNDS VALUE ADV | 808515605 | SWVXX | 775,683 | $775,000 | thousands, detected and multiplied | |
| PEARSON PLC SPONSORED ADR | 705015105 | ADR | 47,960 | $773,000 | thousands, detected and multiplied | |
| MR COOPER GROUP INC | 62482R107 | COM | 7,832 | $751,000 | thousands, detected and multiplied | |
| Caterpillar Inc. | 149123101 | COM | 1,996 | $724,000 | thousands, detected and multiplied | |
| TARGET CORP COM | 87612E106 | Stock | 5,357 | $724,000 | thousands, detected and multiplied | |
| Oracle Corporation | 68389X105 | COM | 4,113 | $685,000 | thousands, detected and multiplied | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 3,604 | $672,000 | thousands, detected and multiplied | |
| VANGUARD TTL STK MKT ADM | 922908728 | MFD | 4,746 | $669,000 | thousands, detected and multiplied | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 12,889 | $663,000 | thousands, detected and multiplied | |
| IQIYI INC SPONSORED ADS | 46267X108 | ADR | 329,160 | $661,000 | thousands, detected and multiplied | |
| ORIX CORP SPONSORED ADR | 686330101 | ADR | 6,210 | $659,000 | thousands, detected and multiplied | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 2,082 | $652,000 | thousands, detected and multiplied | |
| D R HORTON INC COM | 23331A109 | Stock | 4,595 | $642,000 | thousands, detected and multiplied | |
| Waste Management, Inc. | 94106L109 | COM | 3,177 | $641,000 | thousands, detected and multiplied | |
| Atour Lifestyle Holding | 04965M106 | COM | 23,297 | $626,000 | thousands, detected and multiplied | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,059 | $620,000 | thousands, detected and multiplied | |
| EMERSON ELEC CO COM | 291011104 | Stock | 5,008 | $620,000 | thousands, detected and multiplied | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 29,058 | $614,000 | thousands, detected and multiplied | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,711 | $614,000 | thousands, detected and multiplied | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 12,332 | $609,000 | thousands, detected and multiplied | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,102 | $607,000 | thousands, detected and multiplied | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,059 | $602,000 | thousands, detected and multiplied | |
| HALEON PLC SPON ADS | 405552100 | ADR | 62,533 | $596,000 | thousands, detected and multiplied | |
| DR REDDYS LABS LTD ADR | 256135203 | ADR | 37,423 | $590,000 | thousands, detected and multiplied | |
| FIDELITY INFLATION-PROT BD INDEX | 31635T104 | FIPDX | 63,688 | $566,000 | thousands, detected and multiplied | |
| CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 17133Q502 | ADR | 14,896 | $560,000 | thousands, detected and multiplied | |
| DODGE & COX STOCK FUND | 256219106 | SHS | 2,152 | $553,000 | thousands, detected and multiplied | |
| QFIN HOLDINGS INC AMERICAN DEP | 88557W101 | ADR | 14,288 | $548,000 | thousands, detected and multiplied | |
| AMCOR PLC | G0250X107 | ORD | 57,450 | $540,000 | thousands, detected and multiplied | |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 4,137 | $525,000 | thousands, detected and multiplied | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 2,939 | $524,000 | thousands, detected and multiplied | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 8,923 | $524,000 | thousands, detected and multiplied | |
| TC ENERGY CORP | 87807B107 | COM | 11,203 | $521,000 | thousands, detected and multiplied | |
| BRIDGESTONE CORP ADR | 108441205 | USD | 30,800 | $516,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 7,860 | $494,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287457 | COM | 6,001 | $491,000 | thousands, detected and multiplied | |
| Texas Instruments Incorporated | 882508104 | COM | 2,602 | $487,000 | thousands, detected and multiplied | |
| ALLIANZ SE | 018820100 | Common stock | 15,929 | $486,000 | thousands, detected and multiplied | |
| REINSURANCE GROUP AMER INC COM NEW | 759351604 | Stock | 2,257 | $482,000 | thousands, detected and multiplied | |
| EVEREST GROUP LTD COM | G3223R108 | Stock | 1,328 | $481,000 | thousands, detected and multiplied | |
| Komatsu Ltd. | 500458401 | COM | 17,600 | $480,000 | thousands, detected and multiplied | |
| FABRINET SHS | G3323L100 | Stock | 2,108 | $463,000 | thousands, detected and multiplied | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 2,139 | $459,000 | thousands, detected and multiplied | |
| SUN LIFE FINANCIAL INC. COM | 866796105 | Stock | 7,714 | $457,000 | thousands, detected and multiplied | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 3,400 | $456,000 | thousands, detected and multiplied | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 5,408 | $455,000 | thousands, detected and multiplied | |
| NOMURA HLDGS INC SPONSORED ADR | 65535H208 | ADR | 78,441 | $454,000 | thousands, detected and multiplied | |
| FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | 344419106 | ADR | 5,267 | $450,000 | thousands, detected and multiplied | |
| ALCON AG ORD SHS | H01301128 | Stock | 5,268 | $447,000 | thousands, detected and multiplied | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 110,771 | $445,000 | thousands, detected and multiplied | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 3,700 | $437,000 | thousands, detected and multiplied | |
| Deere & Company | 244199105 | COM | 1,024 | $433,000 | thousands, detected and multiplied | |
| AUTOZONE INC COM | 053332102 | Stock | 135 | $432,000 | thousands, detected and multiplied | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 4,838 | $431,000 | thousands, detected and multiplied | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 6,183 | $424,000 | thousands, detected and multiplied | |
| AXIA ENERGIA SA | 15234Q207 | SPONSORED ADR | 72,834 | $416,000 | thousands, detected and multiplied | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,238 | $408,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 694 | $406,000 | thousands, detected and multiplied | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 7,839 | $396,000 | thousands, detected and multiplied | |
| VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL | 922042619 | EQUITY FUNDS | 9,239 | $384,000 | thousands, detected and multiplied | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 2,382 | $382,000 | thousands, detected and multiplied | |
| TOTALENERGIES SE | 89151E109 | SPONSORED ADS | 7,003 | $381,000 | thousands, detected and multiplied | |
| CRH PLC ORD | G25508105 | Stock | 4,084 | $377,000 | thousands, detected and multiplied | |
| ENBRIDGE INC COM | 29250N105 | Stock | 8,842 | $375,000 | thousands, detected and multiplied | |
| CVS Health Corporation | 126650100 | COM | 8,065 | $362,000 | thousands, detected and multiplied | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 4,252 | $360,000 | thousands, detected and multiplied | |
| SYSCOCORP | 871829107 | COM | 4,607 | $352,000 | thousands, detected and multiplied | |
| CMB.TECH NV SHS | B38564108 | Stock | 34,442 | $342,000 | thousands, detected and multiplied | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 6,259 | $339,000 | thousands, detected and multiplied | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 2,933 | $337,000 | thousands, detected and multiplied | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 3,102 | $336,000 | thousands, detected and multiplied | |
| Charles Schwab Corp | 808513105 | COM | 4,510 | $333,000 | thousands, detected and multiplied | |
| BIONTECH SE SPONSORED ADS | 09075V102 | ADR | 2,926 | $333,000 | thousands, detected and multiplied | |
| Altria Group Inc | 02209S103 | COM | 6,337 | $331,000 | thousands, detected and multiplied | |
| Verizon Communications Inc | 92343V104 | COM | 8,268 | $330,000 | thousands, detected and multiplied | |
| ANGLOGOLD ASHANTI PLC | G0378L100 | COM SHS | 14,138 | $326,000 | thousands, detected and multiplied | |
| SUZANO S A SPON ADS | 86959K105 | ADR | 32,161 | $325,000 | thousands, detected and multiplied | |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | 647581206 | ADR | 5,023 | $322,000 | thousands, detected and multiplied | |
| FORTINET INC COM | 34959E109 | Stock | 3,390 | $320,000 | thousands, detected and multiplied | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 2,103 | $317,000 | thousands, detected and multiplied | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,203 | $316,000 | thousands, detected and multiplied | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 2,200 | $314,000 | thousands, detected and multiplied | |
| Fidelity Total Market Index Fu | 315911693 | COM | 1,922 | $310,000 | thousands, detected and multiplied | |
| APTIV PLC | G3265R107 | COM SHS | 5,103 | $308,000 | thousands, detected and multiplied | |
| FINVOLUTION GROUP SPONSORED ADS | 31810T101 | ADR | 45,307 | $307,000 | thousands, detected and multiplied | |
| AT&T Inc | 00206R102 | COM | 13,414 | $305,000 | thousands, detected and multiplied | |
| INVESCO DB PRECIOUS METALS FUND | 46140H502 | ETF | 5,000 | $303,000 | thousands, detected and multiplied | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 1,003 | $300,000 | thousands, detected and multiplied | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 252 | $298,000 | thousands, detected and multiplied | |
| Basf Se-Spon Adr | 055262505 | Equity | 27,200 | $296,000 | thousands, detected and multiplied | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 34,768 | $295,000 | thousands, detected and multiplied | |
| KELLANOVA | 487836108 | COM | 3,643 | $294,000 | thousands, detected and multiplied | |
| Philip Morris International Inc. | 718172109 | COM | 2,427 | $292,000 | thousands, detected and multiplied | |
| SCHWAB TOTAL STOCK MKT-SEL | 808509756 | MFD | 2,907 | $288,000 | thousands, detected and multiplied | |
| First Horizon Corporation | 320517105 | Common Capital Stock, par value $0.625 per share | 14,254 | $287,000 | thousands, detected and multiplied | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 5,265 | $279,000 | thousands, detected and multiplied | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 7,584 | $275,000 | thousands, detected and multiplied | |
| Booking Holdings Inc. | 09857L108 | COM | 55 | $273,000 | thousands, detected and multiplied | |
| Chevron Corporation | 166764100 | COM | 1,832 | $265,000 | thousands, detected and multiplied | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 1,174 | $264,000 | thousands, detected and multiplied | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,089 | $263,000 | thousands, detected and multiplied | |
| Fidelity Blue Chip Growth Fund | 316389303 | ETF | 1,156 | $262,000 | thousands, detected and multiplied | |
| SNAP ON INC COM | 833034101 | Stock | 770 | $261,000 | thousands, detected and multiplied | |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | 874060205 | ADR | 19,672 | $260,000 | thousands, detected and multiplied | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 497 | $258,000 | thousands, detected and multiplied | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 3,001 | $256,000 | thousands, detected and multiplied | |
| Intel Corp | 458140100 | COM | 12,689 | $254,000 | thousands, detected and multiplied | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 2,610 | $253,000 | thousands, detected and multiplied | |
| FOX CORP | 35137L204 | CL B COM | 5,539 | $253,000 | thousands, detected and multiplied | |
| WHEATON PRECIOUS METALS CORP COM | 962879102 | Stock | 4,201 | $236,000 | thousands, detected and multiplied | |
| Lam Research Corporation | 512807306 | COM | 3,240 | $234,000 | thousands, detected and multiplied | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 779 | $225,000 | thousands, detected and multiplied | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 2,616 | $225,000 | thousands, detected and multiplied | |
| ZTO EXPRESS CAYMAN INC | 98980A105 | SPONSORED ADS A | 11,518 | $225,000 | thousands, detected and multiplied | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 1,975 | $224,000 | thousands, detected and multiplied | |
| GOLD FIELDS LTD SPONSORED ADR | 38059T106 | ADR | 15,992 | $211,000 | thousands, detected and multiplied | |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | 20441A102 | ADR | 14,686 | $210,000 | thousands, detected and multiplied | |
| DODGE & COX GLOBAL STOCK I | 256206202 | EQUITY FUNDS | 15,332 | $210,000 | thousands, detected and multiplied | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 761 | $209,000 | thousands, detected and multiplied | |
| Danaher Corporation | 235851102 | COM | 903 | $207,000 | thousands, detected and multiplied | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 9,064 | $206,000 | thousands, detected and multiplied | |
| COREBRIDGE FINL INC COM | 21871X109 | Stock | 6,744 | $201,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001907157-25-000002 | this filing | 2025-01-29 | acceptance time not in the bulk data set |