Waterfront Wealth Inc. Purchases in Q3 2024

Waterfront Wealth Inc.

  • $400 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
447
+ 5.83%
$163.84 - $199.33 $73.2K - $89.1K
8.12K $1.6M
VEA
Vanguard Ftse Developed Market

ETFs
4.4K
+ 33.36%
$47.6 - $53.31 $209K - $234K
17.6K $928K
UNP
Union Pacific Corp

Industrials
185
+ 1.61%
$221.78 - $256.09 $41K - $47.4K
11.7K $2.88M
SHW
Sherwin Williams CO

Basic Materials
76
+ 2.58%
$294.65 - $384.0 $22.4K - $29.2K
3.02K $1.15M
ICE
Intercontinental Exchange, Inc.

Financial Services
219
+ 2.27%
$136.93 - $162.81 $30K - $35.7K
9.87K $1.58M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.02K
+ 100.0%
$36.98 - $41.55 $223K - $250K
12K $495K
VOD
Vodafone Group Public LTD CO

Communication Services
2.47K
+ 1.2%
$8.8 - $10.35 $21.7K - $25.6K
209K $2.09M
ORAN
Orange

Communication Services
1.89K
+ 1.19%
$10.15 - $12.19 $19.2K - $23.1K
160K $1.84M
NDAQ
Nasdaq, Inc.

Financial Services
364
+ 2.04%
$59.48 - $74.31 $21.7K - $27K
18.2K $1.33M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.02K
+ 2.07%
$41.9 - $48.26 $42.9K - $49.4K
50.5K $2.42M
WMT
Walmart Inc.

Consumer Defensive
954
+ 7.3%
$66.91 - $81.4 $63.8K - $77.7K
14K $1.13M
DE
Deere & CO

Industrials
588
New
$344.84 - $418.0 $203K - $246K
588 $245K
VTV
Vanguard Value ETF

ETFs
1.05K
+ 24.82%
$159.75 - $174.57 $168K - $183K
5.28K $921K
AVEM
American Centy ETF Tr Avantis

ETFs
929
+ 1.82%
$57.2 - $65.59 $53.1K - $60.9K
52K $3.36M
FYC
First Trust Small Cap Growth A

ETFs
3.15K
New
$65.44 - $74.98 $206K - $236K
3.15K $233K
MSFT
Microsoft Corp

Technology
1.1K
+ 7.54%
$395.15 - $467.56 $435K - $515K
15.7K $6.76M
BC
Brunswick Corp

Consumer Cyclical
2.33K
+ 74.12%
$69.46 - $84.53 $162K - $197K
5.46K $457K
AVGO
Broadcom Inc.

Technology
1.33K
New
$136.27 - $1745.86 $182K - $2.33M
1.33K $229K
NVDA
Nvidia Corp

Technology
1.95K
+ 37.85%
$98.91 - $134.91 $193K - $263K
7.11K $863K
RTX
Raytheon Technologies Corp

Industrials
157
+ 1.59%
$99.55 - $123.34 $15.6K - $19.4K
10K $1.21M
C
Citigroup Inc

Financial Services
3.94K
+ 14.32%
$56.11 - $67.61 $221K - $266K
31.5K $1.97M
FAST
Fastenal CO

Industrials
3.1K
New
$62.09 - $71.83 $192K - $223K
3.1K $221K
SPY
Spdr S&P 500 ETF Trust

ETFs
41
+ 0.62%
$517.38 - $573.86 $21.2K - $23.5K
6.71K $3.85M
VUG
Vanguard Growth ETF

ETFs
513
+ 22.89%
$341.08 - $391.94 $175K - $201K
2.75K $1.06M
VB
Vanguard Small Cap ETF

ETFs
927
New
$214.77 - $237.72 $199K - $220K
927 $219K
LLY
Eli Lilly & CO

Healthcare
248
New
$772.14 - $960.02 $191K - $238K
248 $219K
TMO
Thermo Fisher Scientific Inc.

Healthcare
159
+ 9.05%
$531.86 - $624.21 $84.6K - $99.2K
1.92K $1.19M
MA
Mastercard Inc

Financial Services
225
+ 11.6%
$429.6 - $500.99 $96.7K - $113K
2.16K $1.07M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.82K
New
$66.56 - $75.11 $187K - $211K
2.82K $210K
CMCSA
Comcast Corp

Communication Services
4.98K
New
$37.33 - $41.78 $186K - $208K
4.98K $208K
HOFT
Hooker Furnishings Corp

Consumer Cyclical
419
+ 0.76%
$13.21 - $18.98 $5.53K - $7.95K
55.5K $1M
UNH
Unitedhealth Group Inc

Healthcare
73
+ 3.57%
$488.01 - $604.18 $35.6K - $44.1K
2.12K $1.24M
CCI
Crown Castle International Corp

Real Estate
146
+ 1.76%
$95.29 - $120.24 $13.9K - $17.6K
8.44K $1M
D
Dominion Energy, Inc

Utilities
452
+ 2.45%
$48.01 - $58.53 $21.7K - $26.5K
18.9K $1.09M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
704
+ 3.3%
$21.25 - $30.25 $15K - $21.3K
22.1K $651K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.2K
+ 52.6%
$117.9 - $128.2 $141K - $153K
3.47K $444K
SO
Southern CO

Utilities
216
+ 1.77%
$77.0 - $90.52 $16.6K - $19.6K
12.4K $1.12M
KO
Coca Cola CO

Consumer Defensive
316
+ 1.73%
$62.69 - $73.01 $19.8K - $23.1K
18.6K $1.34M
CSCO
Cisco Systems, Inc.

Technology
629
+ 2.58%
$44.74 - $53.22 $28.1K - $33.5K
25K $1.33M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
454
+ 0.41%
$25.21 - $28.46 $11.4K - $12.9K
111K $3.11M
LVS
Las Vegas Sands Corp

Consumer Cyclical
206
+ 0.86%
$37.86 - $51.12 $7.8K - $10.5K
24.2K $1.22M
RDVY
First Trust Rising Dividend Ac

ETFs
1.71K
+ 15.21%
$53.68 - $59.24 $92K - $101K
13K $768K
ALLY
Ally Financial Inc.

Financial Services
9.04K
+ 21.77%
$32.67 - $45.01 $295K - $407K
50.5K $1.8M
AON
Aon PLC

Financial Services
43
+ 1.67%
$293.16 - $351.06 $12.6K - $15.1K
2.61K $904K
NKE
Nike, Inc.

Consumer Cyclical
157
+ 1.5%
$71.09 - $89.44 $11.2K - $14K
10.6K $936K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
4.06K
+ 7.24%
$14.08 - $17.36 $57.1K - $70.4K
60.1K $1.04M
NFLX
Netflix Inc

Communication Services
111
+ 5.74%
$598.55 - $722.26 $66.4K - $80.2K
2.05K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
303
+ 3.34%
$194.9 - $224.8 $59.1K - $68.1K
9.37K $1.98M
META
Meta Platforms, Inc.

Communication Services
191
+ 46.7%
$453.41 - $572.44 $86.6K - $109K
600 $343K
Activity Summary
Buys All Purchases 174 New Holdings 20 Increased Positions 154 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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