Filer Name: LORNE STEINBERG WEALTH MANAGEMENT INC.
CIK: 1851362
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 70
Portfolio Value: $0.34B

Lorne Steinberg Wealth Management Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
RY US ROYAL BANK OF CANADA 112,062 $13M 3.91% -0.5% -
META US META PLATFORMS INC-CLASS A 20,861 $12M 3.54% 0.8% -
MSFT US MICROSOFT CORP 28,499 $12M 3.48% 0.6% -
GOOGL US ALPHABET INC-CL A 61,433 $12M 3.37% 0.0% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 23,231 $11M 3.05% 0.6% -
CM US CAN IMPERIAL BK OF COMMERCE 161,334 $10M 2.96% 1.1% -
ALL US ALLSTATE CORP 52,335 $10M 2.93% -0.4% -
AXP US AMERICAN EXPRESS CO 33,250 $10M 2.86% -0.1% -
GS US GOLDMAN SACHS GROUP INC 16,695 $10M 2.77% -0.2% -
JPM US JPMORGAN CHASE & CO 39,039 $9M 2.71% 0.0% -
AMZN US AMAZON.COM INC 41,613 $9M 2.65% 2.4% -
V US VISA INC-CLASS A SHARES 28,201 $9M 2.58% 0.5% -
BNS US BANK OF NOVA SCOTIA 157,428 $8M 2.45% 0.9% -
TRP US TC ENERGY CORP 178,069 $8M 2.40% 1.1% -
VTRS US VIATRIS INC 643,491 $8M 2.32% 0.3% -
BN US BROOKFIELD CORP 138,772 $8M 2.31% 0.8% -
TD US TORONTO-DOMINION BANK 147,442 $8M 2.27% 5.8% -
DIS US WALT DISNEY CO/THE 64,805 $7M 2.09% 2.1% -
DEO US DIAGEO PLC-SPONSORED ADR 54,188 $7M 2.00% 9.6% -
SLF US SUN LIFE FINANCIAL INC 114,940 $7M 1.98% 0.0% -
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