Lorne Steinberg Wealth Management Inc. Portfolio Holdings

Lorne Steinberg Wealth Management Inc.

  • $322 Million
  • Q4 2024

Lorne Steinberg Wealth Management Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Royal Bank Of Canada with a value of $13.5M, Meta Platforms, Inc. with a value of $12.3M, Microsoft Corp with a value of $12M, Alphabet Inc. with a value of $11.6M, and Berkshire Hathaway Inc Class B with a value of $10.5M.

Examining the 13F form we can see an decrease of $396K in the current position value, from $323M to 322M.

Lorne Steinberg Wealth Management Inc. is based out at Montreal, Quebec, Z4

Below you can find more details about Lorne Steinberg Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
Financial Services: $129 Million
Communication Services: $46.2 Million
Technology: $37.3 Million
Healthcare: $30.1 Million
Consumer Cyclical: $25.4 Million
Consumer Defensive: $15.8 Million
Basic Materials: $12.7 Million
Industrials: $12 Million
Other: $13.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.17 Million 0.67% of portfolio
27,573
Q4 2024 Added 4.81%
$0
$1.21 Million 0.37% of portfolio
12,630
Q2 2024 Added 103.05%
$0
$1.04 Million 0.32% of portfolio
6,712
Q4 2024 Added 21.35%
$0
$203,000 0.06% of portfolio
2,706
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $322 Million
  • Prior Value $323 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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