Waterfront Wealth Inc. Purchases in Q2 2025

Waterfront Wealth Inc.

  • $417 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
16.4K
+ 23.06%
$75.17 - $91.21 $1.23M - $1.49M
87.4K $7.96M
DFAS
Dimensional ETF Tr U S Small C

ETFs
23.5K
+ 35.63%
$52.31 - $63.72 $1.23M - $1.49M
89.3K $5.69M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
26.7K
+ 6.45%
$17.11 - $21.71 $457K - $580K
441K $9.57M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.99K
+ 3.55%
$29.12 - $35.84 $291K - $358K
292K $10.5M
AMD
Advanced Micro Devices Inc

Technology
8.07K
New
$78.21 - $143.81 $631K - $1.16M
8.07K $1.14M
IPGP
Ipg Photonics Corp

Technology
14.1K
+ 114.67%
$49.68 - $69.26 $701K - $978K
26.4K $1.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
683
+ 6.0%
$456.74 - $568.03 $312K - $388K
12.1K $6.86M
RVT
Royce Value Trust, Inc.

Financial Services
40K
+ 9.05%
$12.5 - $15.21 $499K - $608K
481K $7.25M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
112K
+ 7.24%
$4.93 - $5.9 $553K - $662K
1.66M $9.62M
NVDA
Nvidia Corp

Technology
2.92K
+ 34.82%
$94.31 - $157.99 $275K - $461K
11.3K $1.78M
KKR
Kkr & Co. Inc.

Financial Services
220
+ 0.49%
$92.79 - $134.29 $20.4K - $29.5K
45.1K $6M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
49.5K
+ 6.81%
$7.42 - $8.86 $368K - $439K
777K $6.88M
NFLX
Netflix Inc

Communication Services
49
+ 3.07%
$855.86 - $1339.13 $41.9K - $65.6K
1.64K $2.2M
MGPI
Mgp Ingredients Inc

Consumer Defensive
23.6K
New
$26.51 - $33.56 $626K - $793K
23.6K $708K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7K
+ 35.4%
$100.35 - $100.71 $703K - $705K
26.8K $2.7M
CSM
Proshares Large Cap Core Plus

ETFs
218
+ 0.22%
$56.33 - $70.47 $12.3K - $15.4K
101K $7.13M
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.4K
+ 8.79%
$24.32 - $29.74 $278K - $340K
141K $4.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
348
+ 5.1%
$496.48 - $617.85 $173K - $215K
7.17K $4.43M
DFAI
Dimensional ETF Tr

ETFs
9.37K
+ 10.93%
$28.02 - $34.71 $262K - $325K
95K $3.29M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16.8K
+ 23.96%
$22.92 - $28.05 $386K - $473K
87.2K $2.44M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
46.2K
+ 7.16%
$7.6 - $8.89 $351K - $410K
691K $6.14M
PAGS
Pag Seguro Digital Ltd.

Technology
1.45K
+ 0.53%
$7.61 - $10.03 $11K - $14.5K
276K $2.66M
FNDA
Schwab Fundamental U S Small C

ETFs
16.8K
+ 27.37%
$23.85 - $28.69 $402K - $483K
78.3K $2.24M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
880
+ 1.65%
$59.57 - $75.11 $52.4K - $66.1K
54.2K $4.07M
AVEM
American Centy ETF Tr Avantis

ETFs
785
+ 1.45%
$53.08 - $68.54 $41.7K - $53.8K
54.9K $3.76M
DFAU
Dimensional ETF Tr

ETFs
2.89K
+ 2.98%
$34.04 - $42.36 $98.2K - $122K
99.8K $4.23M
MRVL
Marvell Technology, Inc.

Technology
3.26K
+ 21.52%
$49.38 - $79.97 $161K - $261K
18.4K $1.42M
ERJ
Embraer S.A.

Industrials
83
+ 0.19%
$40.42 - $56.91 $3.35K - $4.72K
43.6K $2.48M
AVDE
American Centy ETF Tr Avantis

ETFs
1.01K
+ 1.98%
$59.32 - $74.36 $59.9K - $75K
51.8K $3.84M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.97K
+ 3.03%
$29.36 - $35.56 $117K - $141K
135K $4.8M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.61K
+ 17.31%
$50.06 - $80.8 $131K - $211K
17.7K $1.43M
RCKY
Rocky Brands, Inc.

Consumer Cyclical
13.9K
+ 73.9%
$12.23 - $23.55 $170K - $327K
32.6K $724K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.7K
New
$24.32 - $27.87 $334K - $383K
13.7K $363K
META
Meta Platforms, Inc.

Communication Services
297
+ 41.48%
$484.66 - $738.09 $144K - $219K
1.01K $747K
DFAE
Dimensional ETF Tr

ETFs
1.35K
+ 1.42%
$22.87 - $28.95 $30.9K - $39.2K
96.7K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
220
+ 4.98%
$221.86 - $362.89 $48.8K - $79.8K
4.64K $1.47M
COST
Costco Wholesale Corp

Consumer Defensive
324
New
$908.13 - $1056.85 $294K - $342K
324 $320K
ORCL
Oracle Corp

Technology
298
+ 10.33%
$122.82 - $218.63 $36.6K - $65.2K
3.18K $696K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.64K
New
$58.41 - $72.69 $212K - $264K
3.64K $264K
LEA
Lear Corp

Consumer Cyclical
1.65K
+ 11.0%
$75.18 - $95.54 $124K - $158K
16.6K $1.58M
INTC
Intel Corp

Technology
11.7K
+ 43.95%
$18.13 - $22.69 $212K - $266K
38.3K $858K
COIN
Coinbase Global, Inc.

Technology
725
New
$151.47 - $375.07 $110K - $272K
725 $254K
EPD
Enterprise Products Partners L.P.

Energy
11.1K
+ 29.5%
$28.95 - $34.22 $323K - $382K
48.9K $1.52M
TEI
Templeton Emerging Markets Income Fund

Financial Services
8.6K
+ 3.15%
$4.91 - $6.0 $42.2K - $51.6K
282K $1.69M
ISRG
Intuitive Surgical Inc

Healthcare
390
New
$451.58 - $565.94 $176K - $221K
390 $211K
AVLV
American Centy ETF Tr Avantis
3.03K
New
$56.85 - $68.21 $172K - $207K
3.03K $206K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.87K
New
$90.56 - $109.49 $169K - $205K
1.87K $204K
XLI
Industrial Sector Spdr

ETFs
1.38K
New
$116.42 - $147.52 $161K - $203K
1.38K $203K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.5K
New
$108.12 - $135.04 $162K - $202K
1.5K $202K
Activity Summary
Buys All Purchases 124 New Holdings 15 Increased Positions 109 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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