DORCHESTER WEALTH MANAGEMENT Co

CIK 1649888 · عرض على SEC EDGAR ↗

قيمة المحفظة
$501.3M
#3763 من 9443 حسب قيمة 13F · أعلى 39.8%
المراكز
146
حتى تاريخ
31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
وزن أكبر 10 مقتنيات
37,52%
وزن أكبر 25 مقتنية
66,17%
المراكز فوق 1%
33
العدد الفعلي للمراكز
36,9

استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)

مراكز جديدة
146
زيادة
0
انخفض
0
مغلق
0
على هذه الصفحة

توزيع القطاعات

Technology
20,4%
Financials
18,8%
Energy
10,4%
Communication Services
7,5%
Healthcare
7,3%
Retail
5,8%
Industrials
4,3%
Consumer Staples
3,4%
Telecommunication
3,2%
Materials
3,0%
Communications
2,7%
Financial Services
2,3%
Consumer products
2,0%
Consumer Discretionary
1,9%
Logistics & Transportation
1,4%
Utilities
0,8%
Real Estate
0,1%
أخرى/غير معينة
4,9%

المحفظة الكاملة 146 المراكز

النوع فترة متتالية اتجاه 8 أرباع
AAPL Apple Inc. - Common Stock $52037884 10,38% 207802 صعود ×1
BMO Bank Of Montreal Common Stock $17668801 3,52% 183463 صعود ×1
GOOG Alphabet Inc. - Class C Capital Stock $17437407 3,48% 91564 صعود ×1
TD Toronto Dominion Bank (The) Common Stock $15822919 3,16% 302234 صعود ×1
RY Royal Bank Of Canada Common Stock $14821997 2,96% 123052 صعود ×1
WMT Walmart Inc. - Common Stock $14429799 2,88% 159710 صعود ×1
ENB Enbridge Inc Common Stock $14297557 2,85% 341353 صعود ×1
JPM JP Morgan Chase & Co. Common Stock $14080872 2,81% 58741 صعود ×1
MFC Manulife Financial Corporation Common Stock $13993862 2,79% 459423 صعود ×1
CSCO Cisco Systems, Inc. - Common Stock $13493752 2,69% 227935 صعود ×1
SU Suncor Energy Inc. Common Stock $13223317 2,64% 386750 صعود ×1
TRP TC Energy Corporation Common Stock $12157319 2,43% 265181 صعود ×1
BNS Bank Nova Scotia Halifax Pfd 3 Ordinary Shares $11525230 2,30% 216142 صعود ×1
ORCL Oracle Corporation Common Stock $10882425 2,17% 65305 صعود ×1
JNJ Johnson & Johnson Common Stock $10807019 2,16% 75027 صعود ×1
GIB CGI Inc. Common Stock $10025630 2,00% 93521 صعود ×1
RCI Rogers Communication, Inc. Common Stock $9692717 1,93% 317971 صعود ×1
CNI Canadian National Railway Company Common Stock $9357743 1,87% 93054 صعود ×1
MSFT Microsoft Corporation - Common Stock $8734649 1,74% 20723 صعود ×1
PM Philip Morris International Inc Common Stock $8551589 1,71% 71056 صعود ×1
PEP PepsiCo, Inc. - Common Stock $8390671 1,67% 55180 صعود ×1
PFE Pfizer, Inc. Common Stock $7801863 1,56% 294077 صعود ×1
IBM International Business Machines Corporation Common Stock $7662834 1,53% 34858 صعود ×1
CMCSA Comcast Corporation - Class A Common Stock $7494929 1,50% 199705 صعود ×1
KVUE Kenvue Inc. Common Stock $7345895 1,47% 344070 صعود ×1
OTEX Open Text Corporation - Common Shares $7137136 1,42% 256149 صعود ×1
CNQ Canadian Natural Resources Limited Common Stock $7025697 1,40% 229729 صعود ×1
FDX FedEx Corporation Common Stock $6861851 1,37% 24391 صعود ×1
COST Costco Wholesale Corporation - Common Stock $6775817 1,35% 7395 صعود ×1
AEM Agnico Eagle Mines Limited Common Stock $6447477 1,29% 94901 صعود ×1
BBU $5626919 1,12% 244547 صعود ×1
CVS CVS Health Corporation Common Stock $5496556 1,10% 122445 صعود ×1
GDX GDX $5341333 1,07% 157515 صعود ×1
GOOGL Alphabet Inc. - Class A Common Stock $4924468 0,98% 26014 صعود ×1
DIS Walt Disney Company (The) Common Stock $4630806 0,92% 41588 صعود ×1
NEM Newmont Corporation $4596521 0,92% 150410 صعود ×1
V Visa Inc. $4457744 0,89% 14105 صعود ×1
BRKB $4214597 0,84% 9298 صعود ×1
VTRS Viatris Inc. - Common Stock $4044694 0,81% 324875 صعود ×1
AMZN Amazon.com, Inc. - Common Stock $3977541 0,79% 18130 صعود ×1
FIX Comfort Systems USA, Inc. Common Stock $3969202 0,79% 9360 صعود ×1
MCD McDonald's Corporation Common Stock $3778426 0,75% 13034 صعود ×1
CVE Cenovus Energy Inc Common Stock $3122532 0,62% 222071 صعود ×1
BBUC Brookfield Business Corporation Class A Subordinate Voting Shares $2751800 0,55% 118001 صعود ×1
TU Telus Corporation Ordinary Shares $2609241 0,52% 192634 صعود ×1
NVDA NVIDIA Corporation - Common Stock $2595020 0,52% 19324 صعود ×1
NKE Nike, Inc. Common Stock $2384891 0,48% 31517 صعود ×1
ZTS Zoetis Inc. Class A Common Stock $2178537 0,43% 13371 صعود ×1
SLF Sun Life Financial Inc. Common Stock $2087454 0,42% 35192 صعود ×1
BN Brookfield Corporation Class A Limited Voting Shares $2062486 0,41% 35920 صعود ×1
TAC TransAlta Corporation Ordinary Shares $1972387 0,39% 139600 صعود ×1
CM Canadian Imperial Bank of Commerce Common Stock $1933803 0,39% 30601 صعود ×1
FISV Fiserv, Inc. - Common Stock $1899519 0,38% 9247 صعود ×1
CDNS Cadence Design Systems, Inc. - Common Stock $1566899 0,31% 5215 صعود ×1
VZ Verizon Communications Inc. Common Stock $1564329 0,31% 39118 صعود ×1
BCE BCE, Inc. Common Stock $1535305 0,31% 66301 صعود ×1
GLW Corning Incorporated Common Stock $1523586 0,30% 32062 صعود ×1
META Meta Platforms, Inc. - Class A Common Stock $1443868 0,29% 2466 صعود ×1
ITA ITA $1427337 0,28% 9820 صعود ×1
LOW Lowe's Companies, Inc. Common Stock $1356166 0,27% 5495 صعود ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $1330918 0,27% 2631 صعود ×1
GILD Gilead Sciences, Inc. - Common Stock $1307774 0,26% 14158 صعود ×1
HD Home Depot, Inc. (The) Common Stock $1296893 0,26% 3334 صعود ×1
SPY SPY $1254797 0,25% 2141 صعود ×1
NFLX Netflix, Inc. - Common Stock $1230913 0,25% 1381 صعود ×1
ABBV AbbVie Inc. Common Stock $1198587 0,24% 6745 صعود ×1
C Citigroup, Inc. Common Stock $1190084 0,24% 16907 صعود ×1
PG Procter & Gamble Company (The) Common Stock $1146391 0,23% 6838 صعود ×1
YETI YETI Holdings, Inc. Common Stock $1115442 0,22% 28965 صعود ×1
AGI Alamos Gold Inc. Class A Common Shares $1105845 0,22% 60092 صعود ×1
BMY Bristol-Myers Squibb Company Common Stock $1093870 0,22% 19340 صعود ×1
XLK XLK $1072378 0,21% 4610 صعود ×1
MA Mastercard Incorporated Common Stock $1015377 0,20% 1928 صعود ×1
BIP Brookfield Infrastructure Partners LP Limited Partnership Units $1011379 0,20% 36245 صعود ×1
CL Colgate-Palmolive Company Common Stock $964191 0,19% 10606 صعود ×1
PYPL PayPal Holdings, Inc. - Common Stock $909404 0,18% 10655 صعود ×1
BAC Bank of America Corporation Common Stock $907173 0,18% 20641 صعود ×1
PBA Pembina Pipeline Corp. Ordinary Shares (Canada) $868348 0,17% 23526 صعود ×1
TJX TJX Companies, Inc. (The) Common Stock $781037 0,16% 6465 صعود ×1
CP Canadian Pacific Kansas City Limited Common Shares $776784 0,15% 10739 صعود ×1
MRK Merck & Company, Inc. Common Stock (new) $750577 0,15% 7545 صعود ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $685426 0,14% 1197 صعود ×1
CAE CAE Inc. Ordinary Shares $595684 0,12% 23483 صعود ×1
SBUX Starbucks Corporation - Common Stock $567119 0,11% 6215 صعود ×1
EWC $523537 0,10% 12991 صعود ×1
CVX Chevron Corporation Common Stock $514182 0,10% 3550 صعود ×1
SOBO South Bow Corporation Common Shares $511358 0,10% 22422 صعود ×1
NTR Nutrien Ltd. Common Shares $502214 0,10% 11635 صعود ×1
XOM Exxon Mobil Corporation Common Stock $494822 0,10% 4600 صعود ×1
T AT&T Inc. $493859 0,10% 21689 صعود ×1
FIVN Five9, Inc. - Common Stock $492760 0,10% 12125 صعود ×1
ASA ASA Gold and Precious Metals Limited $483764 0,10% 23925 صعود ×1
IWM $478378 0,10% 2165 صعود ×1
BAM Brookfield Asset Management Inc Class A Limited Voting Shares $471477 0,09% 8702 صعود ×1
FTS Fortis Inc. Common Shares $471190 0,09% 11351 صعود ×1
BEP Brookfield Renewable Partners L.P. Limited Partnership Units $468403 0,09% 26948 صعود ×1
CRM Salesforce, Inc. Common Stock $468062 0,09% 1400 صعود ×1
SWK Stanley Black & Decker, Inc. Common Stock $465682 0,09% 5800 صعود ×1
INTC Intel Corporation - Common Stock $452528 0,09% 22570 صعود ×1
ABT Abbott Laboratories Common Stock $442034 0,09% 3908 صعود ×1

أكبر الرهانات الجديدة

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمان القيمة الأسهم % من المحفظة
AAPL $52037884 207802 10,38%
BMO $17668801 183463 3,52%
GOOG $17437407 91564 3,48%
TD $15822919 302234 3,16%
RY $14821997 123052 2,96%
WMT $14429799 159710 2,88%
ENB $14297557 341353 2,85%
JPM $14080872 58741 2,81%
MFC $13993862 459423 2,79%
CSCO $13493752 227935 2,69%
SU $13223317 386750 2,64%
TRP $12157319 265181 2,43%
BNS $11525230 216142 2,30%
ORCL $10882425 65305 2,17%
JNJ $10807019 75027 2,16%