StockDrifts LogoStockDrifts

Dorchester Wealth Management Co

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$501.33M
# of Holdings
146
Performance Rank
N/A
Allocation (Top 20)
N/A

Dorchester Wealth Management Co Holdings Map

Top 50 Dorchester Wealth Management Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
10.38%207.8K$52.0M
-17.98%(-45.55K)
2023-Q4: 290.6K shares2024-Q1: 274.4K shares2024-Q2: 257.2K shares2024-Q3: 253.4K shares2024-Q4: 207.8K shares2024-12-31
BMO
BANK MONTREAL QUE
3.52%183.5K$17.7M
+0.43%(+788)
2023-Q4: 186.8K shares2024-Q1: 183.7K shares2024-Q2: 176.3K shares2024-Q3: 182.7K shares2024-Q4: 183.5K shares2024-12-31
GOOG
ALPHABET INC
3.48%91.6K$17.4M
-4.48%(-4.29K)
2023-Q4: 95.7K shares2024-Q1: 96.5K shares2024-Q2: 94.0K shares2024-Q3: 95.9K shares2024-Q4: 91.6K shares2024-12-31
TD
TORONTO DOMINION BK ONT
3.16%302.2K$15.8M
-0.27%(-812)
2023-Q4: 324.7K shares2024-Q1: 321.9K shares2024-Q2: 304.0K shares2024-Q3: 303.0K shares2024-Q4: 302.2K shares2024-12-31
RY
ROYAL BK CDA
2.96%123.1K$14.8M
-7.96%(-10.65K)
2023-Q4: 229.5K shares2024-Q1: 227.7K shares2024-Q2: 215.4K shares2024-Q3: 133.7K shares2024-Q4: 123.1K shares2024-12-31
WMT
WALMART INC
2.88%159.7K$14.4M
-4.70%(-7.88K)
2023-Q4: 62.2K shares2024-Q1: 182.4K shares2024-Q2: 169.2K shares2024-Q3: 167.6K shares2024-Q4: 159.7K shares2024-12-31
ENB
ENBRIDGE INC
2.85%341.4K$14.3M
-0.40%(-1.39K)
2023-Q4: 345.6K shares2024-Q1: 349.2K shares2024-Q2: 345.6K shares2024-Q3: 342.7K shares2024-Q4: 341.4K shares2024-12-31
JPM
JPMORGAN CHASE & CO.
2.81%58.7K$14.1M
-0.94%(-560)
2023-Q4: 63.8K shares2024-Q1: 62.3K shares2024-Q2: 59.2K shares2024-Q3: 59.3K shares2024-Q4: 58.7K shares2024-12-31
MFC
MANULIFE FINL CORP
2.79%459.4K$14.0M
-1.42%(-6.64K)
2023-Q4: 504.0K shares2024-Q1: 497.3K shares2024-Q2: 475.5K shares2024-Q3: 466.1K shares2024-Q4: 459.4K shares2024-12-31
CSCO
CISCO SYS INC
2.69%227.9K$13.5M
+0.25%(+570)
2023-Q4: 227.5K shares2024-Q1: 228.2K shares2024-Q2: 225.7K shares2024-Q3: 227.4K shares2024-Q4: 227.9K shares2024-12-31

Unlock alerts, watchlists & AI chat

Sign up free to track Dorchester Wealth Management Co, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all