StockDriftsStockDriftsTop 50 Dorchester Wealth Management Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.38% | 207.8K | $52.0M | -17.98%(-45.55K) | — | 2024-12-31 | |
| BMO | BANK MONTREAL QUE | 3.52% | 183.5K | $17.7M | +0.43%(+788) | — | 2024-12-31 | |
| GOOG | ALPHABET INC | 3.48% | 91.6K | $17.4M | -4.48%(-4.29K) | — | 2024-12-31 | |
| TD | TORONTO DOMINION BK ONT | 3.16% | 302.2K | $15.8M | -0.27%(-812) | — | 2024-12-31 | |
| RY | ROYAL BK CDA | 2.96% | 123.1K | $14.8M | -7.96%(-10.65K) | — | 2024-12-31 | |
| WMT | WALMART INC | 2.88% | 159.7K | $14.4M | -4.70%(-7.88K) | — | 2024-12-31 | |
| ENB | ENBRIDGE INC | 2.85% | 341.4K | $14.3M | -0.40%(-1.39K) | — | 2024-12-31 | |
| JPM | JPMORGAN CHASE & CO. | 2.81% | 58.7K | $14.1M | -0.94%(-560) | — | 2024-12-31 | |
| MFC | MANULIFE FINL CORP | 2.79% | 459.4K | $14.0M | -1.42%(-6.64K) | — | 2024-12-31 | |
| CSCO | CISCO SYS INC | 2.69% | 227.9K | $13.5M | +0.25%(+570) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Dorchester Wealth Management Co reports $501.33M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.4%), BMO (3.5%) and GOOG (3.5%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dorchester Wealth Management Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1649888). View Dorchester Wealth Management Co’s 13F filings on SEC