Waterfront Wealth Inc. Purchases in Q2 2025

Waterfront Wealth Inc.

  • $417 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
544
+ 11.59%
$146.58 - $180.01 $79.7K - $97.9K
5.24K $929K
VUG
Vanguard Growth ETF

ETFs
71
+ 2.94%
$329.49 - $438.4 $23.4K - $31.1K
2.48K $1.09M
DGS
Wisdomtree Emerging Markets Sm

ETFs
845
+ 4.01%
$43.34 - $55.24 $36.6K - $46.7K
21.9K $1.21M
MA
Mastercard Inc

Financial Services
286
+ 13.07%
$479.92 - $590.74 $137K - $169K
2.47K $1.39M
VRT
Vertiv Holdings CO

Industrials
2.19K
New
N/A
2.19K $190K
AVGO
Broadcom Inc.

Technology
140
+ 10.1%
$146.29 - $275.65 $20.5K - $38.6K
1.53K $420K
AGNC
Agnc Investment Corp.

Real Estate
24.6K
+ 23.93%
$8.12 - $9.49 $200K - $233K
127K $1.17M
FV
First Trust Dorsey Wright Focu

ETFs
504
+ 1.63%
$48.43 - $59.26 $24.4K - $29.9K
31.4K $1.86M
GE
General Electric CO

Industrials
154
+ 7.03%
$166.81 - $257.39 $25.7K - $39.6K
2.35K $603K
QQQ
Invesco Qqq Trust, Series 1

ETFs
64
+ 4.11%
$416.06 - $551.64 $26.6K - $35.3K
1.62K $894K
AVUS
American Centy ETF Tr Avantis

ETFs
105
+ 0.7%
$81.38 - $100.82 $8.54K - $10.6K
15.1K $1.52M
BX
Blackstone Inc.

Financial Services
200
+ 1.85%
$120.07 - $151.11 $24K - $30.2K
11K $1.65M
PFE
Pfizer Inc

Healthcare
5.59K
+ 43.32%
$21.59 - $24.84 $121K - $139K
18.5K $448K
VOT
Vanguard Mid Cap Growth Index

ETFs
4
+ 0.14%
$216.28 - $284.39 $865 - $1.14K
2.84K $806K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
457
+ 8.0%
$61.92 - $81.5 $28.3K - $37.2K
6.17K $502K
VIG
Vanguard Dividend Appreciation

ETFs
618
+ 39.14%
N/A
2.2K $400K
BIDU
Baidu, Inc.

Communication Services
2.76K
+ 13.97%
$76.86 - $92.5 $212K - $255K
22.5K $1.93M
TDIV
First Trust Nasdaq Technology

ETFs
39
+ 0.62%
$64.41 - $90.17 $2.51K - $3.52K
6.33K $570K
VTI
Vanguard Total Stock Market Et

ETFs
230
+ 20.81%
$243.75 - $303.93 $56.1K - $69.9K
1.34K $405K
SUZ
Suzano S.A.

Basic Materials
6.82K
+ 2.2%
$8.48 - $9.86 $57.9K - $67.3K
318K $2.99M
IBM
International Business Machines Corp

Technology
1
+ 0.05%
$221.03 - $294.78 $221 - $295
2.14K $630K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
599
+ 1.26%
$29.61 - $35.32 $17.7K - $21.2K
48.3K $1.56M
VEA
Vanguard Ftse Developed Market

ETFs
52
+ 0.36%
$45.65 - $57.01 $2.37K - $2.96K
14.7K $835K
DIS
Walt Disney CO

Communication Services
12
+ 0.34%
$81.72 - $124.01 $981 - $1.49K
3.5K $434K
SBUX
Starbucks Corp

Consumer Cyclical
1.2K
+ 30.77%
$79.69 - $99.41 $95.6K - $119K
5.1K $467K
SCHG
Schwab Strategic Tr Us Large C

ETFs
824
+ 5.71%
$22.27 - $29.21 $18.4K - $24.1K
15.3K $445K
XLK
Technology Sector Spdr

ETFs
49
+ 3.73%
$179.73 - $253.23 $8.81K - $12.4K
1.36K $345K
KR
Kroger CO

Consumer Defensive
74
+ 0.47%
$64.62 - $74.0 $4.78K - $5.48K
15.8K $1.14M
T
At&T Inc.

Communication Services
1.6K
+ 8.81%
$26.33 - $28.94 $42.2K - $46.3K
19.8K $572K
APO
Apollo Global Management, Inc.

Financial Services
100
+ 1.36%
$108.68 - $145.07 $10.9K - $14.5K
7.43K $1.05M
BOND
Pimco Active Bond Exchange Tra

ETFs
519
+ 4.68%
$89.87 - $92.93 $46.6K - $48.2K
11.6K $1.07M
V
Visa Inc.

Financial Services
70
+ 1.93%
$308.27 - $373.31 $21.6K - $26.1K
3.69K $1.31M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
598
+ 4.96%
$17.76 - $22.1 $10.6K - $13.2K
12.6K $279K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
3
+ 0.01%
$16.37 - $18.59 $49.1 - $55.8
38.4K $707K
F
Ford Motor CO

Consumer Cyclical
478
+ 1.26%
$8.69 - $10.85 $4.15K - $5.19K
38.3K $415K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.01%
$20.42 - $25.3 $20.4 - $25.3
18.1K $458K
VTV
Vanguard Value ETF

ETFs
54
+ 1.14%
$153.67 - $176.74 $8.3K - $9.54K
4.81K $850K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1.06K
+ 5.17%
$23.13 - $24.23 $24.5K - $25.6K
21.5K $521K
QCOM
Qualcomm Inc

Technology
114
+ 6.72%
$124.66 - $159.48 $14.2K - $18.2K
1.81K $288K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.03%
$74.88 - $91.97 $74.9 - $92
3.83K $351K
FAST
Fastenal CO

Industrials
3.1K
+ 100.0%
$40.65 - $83.16 $126K - $258K
6.2K $260K
LNG
Cheniere Energy, Inc.

Energy
11
+ 0.78%
$197.25 - $244.33 $2.17K - $2.69K
1.43K $348K
GRMN
Garmin LTD

Technology
305
+ 5.59%
$173.63 - $218.07 $53K - $66.5K
5.76K $1.2M
VZ
Verizon Communications Inc

Communication Services
725
+ 9.91%
$41.67 - $45.62 $30.2K - $33.1K
8.04K $348K
ADBE
Adobe Inc.

Technology
19
+ 0.74%
$340.0 - $420.68 $6.46K - $7.99K
2.59K $1M
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 4.69%
$335.24 - $380.78 $13.7K - $15.6K
916 $335K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
11
+ 0.09%
$7.19 - $8.75 $79.1 - $96.3
12.6K $109K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
46
+ 0.19%
$44.68 - $45.96 $2.06K - $2.11K
23.8K $1.09M
EVRG
Evergy, Inc.

Utilities
26
+ 0.43%
$64.06 - $69.64 $1.67K - $1.81K
6.07K $418K
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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