Waterfront Wealth Inc. Purchases and Sells in Q2 2025

Waterfront Wealth Inc.

$417 Million
Q2 2025

Top Buys

Incresed Positions

109 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	16.4K + 23.06%	$75.17 - $91.21 $1.23M - $1.49M	87.4K $7.96M
DFAS	23.5K + 35.63%	$52.31 - $63.72 $1.23M - $1.49M	89.3K $5.69M
ADX	26.7K + 6.45%	$17.11 - $21.71 $457K - $580K	441K $9.57M
DFAC	9.99K + 3.55%	$29.12 - $35.84 $291K - $358K	292K $10.5M
IPGP	14.1K + 114.67%	$49.68 - $69.26 $701K - $978K	26.4K $1.81M
VOO	683 + 6.0%	$456.74 - $568.03 $312K - $388K	12.1K $6.86M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	8.07K New	$78.21 - $143.81 $631K - $1.16M	8.07K $1.14M
MGPI	23.6K New	$26.51 - $33.56 $626K - $793K	23.6K $708K
SCHD	13.7K New	$24.32 - $27.87 $334K - $383K	13.7K $363K
COST	324 New	$908.13 - $1056.85 $294K - $342K	324 $320K
SPLG	3.64K New	$58.41 - $72.69 $212K - $264K	3.64K $264K
COIN	725 New	$151.47 - $375.07 $110K - $272K	725 $254K

Top Sells

Reduced Positions

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-329 - 1.05%	$483.48 - $539.8 $159K - $178K	31K $15M
KO	-16.3K - 83.46%	$68.37 - $73.9 $1.11M - $1.2M	3.23K $228K
UNH	-68 - 2.53%	$274.35 - $599.47 $18.7K - $40.8K	2.62K $817K
NOK	-95.5K - 12.42%	$4.65 - $5.43 $444K - $518K	673K $3.49M
BMY	-734 - 2.24%	$44.12 - $59.6 $32.4K - $43.7K	32.1K $1.49M
BABA	-978 - 5.29%	$99.37 - $134.05 $97.2K - $131K	17.5K $1.98M

Activity Summary All Purchases 124 New Holdings 15 Increased Positions 109 All Sells 108 Reductions 108 Sold out 0 Calls 0 Puts 0

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