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Showing Q4 2024 data
DORCHESTER WEALTH MANAGEMENT Co's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
DORCHESTER WEALTH MANAGEMENT Co
•CIK: 1649888•Filing: Q4 2024
**DORCHESTER WEALTH MANAGEMENT Co** manages $501M across a portfolio of 146 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding AAPL at $52.0M and GOOG at $17.4M. Further allocations include substantial positions in BMO ($17.7M), TD ($15.8M), and JPM ($14.1M). This structure suggests a core focus on established, large-cap names across technology and North American financial sectors.
Total AUM
$501.3M
QoQ Performance
-8.6%
Positions
142
Top 10 Concentration
37.5%
Latest Filing
Q4 2024
Top Holdings Allocation
AAPL
AAPL10.4%
BMO3.5%
GOOG3.5%
TD3.2%
RY3.0%
WMT2.9%
ENB2.9%
JPM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.1%
Technology24.0%
Consumer7.1%
Healthcare6.1%
Financial5.9%
Communication3.3%
Consumer Staples1.7%
Industrial1.5%
🚪 Exited Positionssold since Q3 2024
+18 more exited positions
Changes from Q3 2024
NEW7 new positions
↑36 increased
↓66 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023