Waterfront Wealth Inc. Incresed Positions in Q4 2024

Waterfront Wealth Inc.

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
463
+ 0.94%
$221.69 - $259.02 $103K - $120K
49.7K $12.4M
GOOGL
Alphabet Inc.

Communication Services
671
+ 2.28%
$161.86 - $196.66 $109K - $132K
30K $5.69M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 1.08%
$213.65 - $479.86 $10.5K - $23.5K
4.58K $1.85M
AMZN
Amazon Com Inc

Consumer Cyclical
731
+ 4.94%
$180.88 - $232.93 $132K - $170K
15.5K $3.41M
AMRN
Amarin Corp Plcuk

Healthcare
1.6M
+ 181.44%
$0.44 - $0.63 $704K - $1.01M
2.48M $1.19M
EW
Edwards Lifesciences Corp

Healthcare
4.9K
+ 44.67%
$64.54 - $75.92 $316K - $372K
15.9K $1.17M
SNY
Sanofi

Healthcare
15.7K
+ 46.03%
$45.89 - $57.31 $723K - $903K
50K $2.41M
NFLX
Netflix Inc

Communication Services
47
+ 2.3%
$687.65 - $936.56 $32.3K - $44K
2.09K $1.86M
MRVL
Marvell Technology, Inc.

Technology
116
+ 1.11%
$70.31 - $124.78 $8.16K - $14.5K
10.6K $1.17M
RVT
Royce Value Trust, Inc.

Financial Services
23.2K
+ 5.76%
$15.15 - $16.9 $352K - $393K
427K $6.75M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.14K
+ 57.14%
$311.11 - $335.64 $353K - $381K
3.12K $1.01M
MS
Morgan Stanley

Financial Services
214
+ 1.4%
$104.42 - $134.99 $22.3K - $28.9K
15.5K $1.95M
JPM
Jpmorgan Chase & CO

Financial Services
317
+ 3.38%
$205.18 - $250.29 $65K - $79.3K
9.69K $2.32M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.03K
+ 53.81%
$501.29 - $612.85 $517K - $632K
2.95K $1.53M
TEX
Terex Corp

Industrials
11.6K
+ 40.34%
$45.07 - $58.61 $525K - $682K
40.5K $1.87M
C
Citigroup Inc

Financial Services
300
+ 0.95%
$61.31 - $72.5 $18.4K - $21.8K
31.8K $2.24M
AVUV
American Centy ETF Tr Avantis

ETFs
2.3K
+ 4.72%
$94.37 - $106.41 $217K - $245K
51.1K $4.93M
CSCO
Cisco Systems, Inc.

Technology
1.34K
+ 5.33%
$52.45 - $60.02 $70K - $80.1K
26.4K $1.56M
VTRS
Viatris Inc

Healthcare
2.01K
+ 0.88%
$11.32 - $13.37 $22.8K - $26.9K
232K $2.88M
EMR
Emerson Electric CO

Industrials
373
+ 3.24%
$108.13 - $134.33 $40.3K - $50.1K
11.9K $1.47M
ABBV
Abb Vie Inc.

Healthcare
2.07K
+ 25.51%
$164.99 - $203.87 $342K - $422K
10.2K $1.81M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.52K
+ 89.41%
$73.49 - $86.09 $185K - $217K
5.33K $410K
BMY
Bristol Myers Squibb CO

Healthcare
812
+ 2.55%
$51.92 - $59.94 $42.2K - $48.7K
32.7K $1.85M
GOOG
Alphabet Inc.

Communication Services
374
+ 8.84%
$163.08 - $198.16 $61K - $74.1K
4.61K $877K
V
Visa Inc.

Financial Services
16
+ 0.42%
$273.87 - $320.91 $4.38K - $5.13K
3.78K $1.2M
BAC
Bank Of America Corp

Financial Services
1.65K
+ 9.14%
$39.22 - $47.77 $64.5K - $78.6K
19.7K $863K
SPY
Spdr S&P 500 ETF Trust

ETFs
109
+ 1.63%
$567.81 - $607.81 $61.9K - $66.3K
6.81K $3.99M
WMT
Walmart Inc.

Consumer Defensive
75
+ 0.54%
$79.1 - $95.7 $5.93K - $7.18K
14.1K $1.27M
NVDA
Nvidia Corp

Technology
323
+ 4.54%
$117.0 - $148.88 $37.8K - $48.1K
7.44K $998K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
137
+ 1.44%
$107.32 - $127.74 $14.7K - $17.5K
9.68K $1.19M
HPE
Hewlett Packard Enterprise CO

Technology
524
+ 0.41%
$19.31 - $23.95 $10.1K - $12.5K
130K $2.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.08%
$521.84 - $558.82 $4.7K - $5.03K
10.8K $5.81M
VRSN
Verisign Inc

Technology
117
+ 2.18%
$176.68 - $206.96 $20.7K - $24.2K
5.5K $1.14M
FV
First Trust Dorsey Wright Focu

ETFs
1.51K
+ 5.14%
$57.47 - $62.82 $86.6K - $94.7K
30.8K $1.82M
COUR
Coursera, Inc.

Consumer Defensive
2.54K
+ 1.65%
$6.84 - $8.85 $17.4K - $22.5K
156K $1.33M
NDAQ
Nasdaq, Inc.

Financial Services
368
+ 2.02%
$70.87 - $83.05 $26.1K - $30.6K
18.6K $1.44M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
599
+ 0.22%
$33.92 - $36.6 $20.3K - $21.9K
272K $9.41M
EPD
Enterprise Products Partners L.P.

Energy
531
+ 1.43%
$28.66 - $34.43 $15.2K - $18.3K
37.8K $1.18M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
526
+ 2.38%
$28.6 - $34.92 $15K - $18.4K
22.6K $750K
MSFT
Microsoft Corp

Technology
560
+ 3.56%
$406.35 - $454.46 $228K - $254K
16.3K $6.86M
TSCO
Tractor Supply CO

Consumer Cyclical
18.8K
+ 496.98%
$52.59 - $303.74 $988K - $5.71M
22.6K $1.2M
NOK
Nokia Corp

Technology
12K
+ 1.57%
$4.13 - $4.95 $49.7K - $59.6K
777K $3.44M
GS
Goldman Sachs Group Inc

Financial Services
52
+ 6.76%
$486.1 - $608.57 $25.3K - $31.6K
821 $470K
AVGO
Broadcom Inc.

Technology
27
+ 2.03%
$159.67 - $250.0 $4.31K - $6.75K
1.36K $315K
FRME
First Merchants Corp

Financial Services
234
+ 0.88%
$35.52 - $44.97 $8.31K - $10.5K
26.9K $1.07M
AON
Aon PLC

Financial Services
131
+ 5.01%
$344.14 - $393.31 $45.1K - $51.5K
2.75K $985K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.09K
+ 4.52%
$47.96 - $55.17 $52.4K - $60.3K
25.3K $1.3M
MA
Mastercard Inc

Financial Services
16
+ 0.74%
$491.3 - $536.15 $7.86K - $8.58K
2.18K $1.15M
CI
Cigna Corp

Healthcare
909
+ 36.4%
$265.59 - $358.58 $241K - $326K
3.41K $940K
Activity Summary
Buys All Purchases 158 New Holdings 13 Increased Positions 145 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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