Waterfront Wealth Inc. Purchases in Q1 2025

Waterfront Wealth Inc.

  • $408 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMRN
Amarin Corp Plcuk

Healthcare
32.8K
+ 1.32%
$0.4 - $8.96 $13.1K - $294K
2.51M $22.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
VOD
Vodafone Group Public LTD CO

Communication Services
131K
+ 54.17%
$8.05 - $9.86 $1.06M - $1.29M
374K $3.5M
AVUV
American Centy ETF Tr Avantis

ETFs
19.9K
+ 39.02%
$84.95 - $100.62 $1.69M - $2M
71K $6.19M
DOLE
Dole PLC

Consumer Defensive
65.3K
+ 228.74%
$12.31 - $14.86 $803K - $970K
93.8K $1.36M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
89K
+ 6.09%
$5.3 - $5.8 $472K - $516K
1.55M $8.7M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
25.1K
+ 111.02%
$29.2 - $32.92 $732K - $826K
47.7K $1.47M
DFIC
Dimensional ETF Tr Dimensional

ETFs
11K
+ 8.39%
$25.54 - $28.79 $281K - $317K
142K $3.95M
DFAU
Dimensional ETF Tr

ETFs
18.3K
+ 23.27%
$37.84 - $42.29 $692K - $773K
96.9K $3.72M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.04%
$117.15 - $158.79 $703 - $953
13.4K $2.12M
PAGS
Pag Seguro Digital Ltd.

Technology
17.5K
+ 6.79%
$6.27 - $8.52 $110K - $149K
275K $2.09M
KOP
Koppers Holdings Inc.

Basic Materials
18.6K
+ 140.96%
$27.81 - $32.34 $517K - $602K
31.8K $890K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
23.3K
+ 3.75%
$8.29 - $8.97 $193K - $209K
645K $5.54M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3.27K
+ 6.54%
$61.2 - $68.24 $200K - $223K
53.3K $3.52M
HOFT
Hooker Furnishings Corp

Consumer Cyclical
46.7K
+ 151.63%
$10.04 - $13.7 $469K - $639K
77.5K $777K
HBM
Hudbay Minerals Inc.

Basic Materials
42.3K
New
$6.6 - $9.58 $279K - $405K
42.3K $321K
AVDE
American Centy ETF Tr Avantis

ETFs
871
+ 1.74%
$60.63 - $68.55 $52.8K - $59.7K
50.8K $3.37M
FNDF
Schwab Fundamental Intl Large

ETFs
1.4K
+ 1.63%
$32.9 - $37.45 $46.1K - $52.5K
87.5K $3.16M
UNH
Unitedhealth Group Inc

Healthcare
497
+ 22.67%
$461.52 - $548.18 $229K - $272K
2.69K $1.41M
AVDV
American Centy ETF Tr Avantis

ETFs
1.29K
+ 3.15%
$63.74 - $71.96 $82K - $92.5K
42.1K $2.94M
DXC
Dxc Technology CO

Technology
15.6K
New
$16.43 - $22.61 $256K - $353K
15.6K $265K
F
Ford Motor CO

Consumer Cyclical
24.5K
+ 183.37%
$9.12 - $10.43 $223K - $255K
37.8K $379K
EL
Estee Lauder Companies Inc

Consumer Defensive
5.09K
+ 50.9%
$64.26 - $85.48 $327K - $435K
15.1K $996K
CI
Cigna Corp

Healthcare
175
+ 5.14%
$274.49 - $329.0 $48K - $57.6K
3.58K $1.18M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.7K
+ 17.52%
$120.07 - $144.17 $204K - $244K
11.4K $1.41M
BIIB
Biogen Inc.

Healthcare
1.59K
New
$133.43 - $153.27 $213K - $244K
1.59K $217K
LLY
Eli Lilly & CO

Healthcare
255
New
$725.72 - $929.72 $185K - $237K
255 $210K
BUSE
First Busey Corp

Financial Services
9.64K
New
$21.26 - $25.35 $205K - $244K
9.64K $208K
KO
Coca Cola CO

Consumer Defensive
215
+ 1.11%
$60.81 - $72.32 $13.1K - $15.5K
19.5K $1.4M
BIDU
Baidu, Inc.

Communication Services
461
+ 2.39%
$77.43 - $102.51 $35.7K - $47.3K
19.8K $1.82M
MMM
3 M CO

Industrials
25
+ 0.27%
$129.7 - $155.12 $3.24K - $3.88K
9.25K $1.36M
BMY
Bristol Myers Squibb CO

Healthcare
148
+ 0.45%
$53.9 - $63.11 $7.98K - $9.34K
32.8K $2M
FNDC
Schwab Fundamental Intl Small

ETFs
2.36K
+ 7.26%
$33.34 - $37.44 $78.6K - $88.3K
34.9K $1.26M
JPIE
J P Morgan Exchange Traded Fd
2.87K
+ 20.27%
$45.46 - $46.18 $130K - $132K
17K $783K
VEA
Vanguard Ftse Developed Market

ETFs
1.77K
+ 13.8%
$47.4 - $52.99 $83.9K - $93.8K
14.6K $742K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.65K
+ 3.27%
$25.35 - $27.46 $92.5K - $100K
115K $3.05M
AVEM
American Centy ETF Tr Avantis

ETFs
879
+ 1.65%
$57.11 - $62.4 $50.2K - $54.8K
54.1K $3.25M
CCI
Crown Castle International Corp

Real Estate
6
+ 0.07%
$84.33 - $106.39 $506 - $638
8.16K $850K
KR
Kroger CO

Consumer Defensive
79
+ 0.5%
$58.36 - $67.72 $4.61K - $5.35K
15.8K $1.07M
EPD
Enterprise Products Partners L.P.

Energy
20
+ 0.05%
$31.75 - $34.14 $635 - $683
37.8K $1.29M
FTCS
First Trust Capital Strength E

ETFs
300
+ 0.73%
$86.39 - $91.35 $25.9K - $27.4K
41.3K $3.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
836
+ 1.71%
$42.5 - $46.71 $35.5K - $39K
49.8K $2.26M
SLB
Schlumberger Limited

Energy
260
+ 1.06%
$38.4 - $43.74 $9.98K - $11.4K
24.7K $1.03M
VTV
Vanguard Value ETF

ETFs
381
+ 8.71%
$167.73 - $179.21 $63.9K - $68.3K
4.76K $821K
CSCO
Cisco Systems, Inc.

Technology
137
+ 0.52%
$58.74 - $64.87 $8.05K - $8.89K
26.5K $1.64M
JNJ
Johnson & Johnson

Healthcare
11
+ 0.38%
$142.06 - $167.7 $1.56K - $1.84K
2.91K $482K
JPM
Jpmorgan Chase & CO

Financial Services
39
+ 0.4%
$225.19 - $279.95 $8.78K - $10.9K
9.73K $2.39M
MA
Mastercard Inc

Financial Services
8
+ 0.37%
$504.67 - $576.31 $4.04K - $4.61K
2.19K $1.2M
RDVY
First Trust Rising Dividend Ac

ETFs
857
+ 6.54%
$57.22 - $63.39 $49K - $54.3K
14K $817K
Activity Summary
Buys All Purchases 115 New Holdings 8 Increased Positions 107 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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