Waterfront Wealth Inc. Incresed Positions in Q2 2025

Waterfront Wealth Inc.

  • $417 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
VIG
Vanguard Dividend Appreciation

ETFs
618
+ 39.14%
N/A
2.2K $400K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
457
+ 8.0%
$61.92 - $81.5 $28.3K - $37.2K
6.17K $502K
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
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
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1.06K
+ 5.17%
$23.13 - $24.23 $24.5K - $25.6K
21.5K $521K
VTV
Vanguard Value ETF

ETFs
54
+ 1.14%
$153.67 - $176.74 $8.3K - $9.54K
4.81K $850K
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
BGT
Blackrock Floating Rate Income Trust

Financial Services
35
+ 0.33%
$10.95 - $12.62 $383 - $442
10.7K $133K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
11
+ 0.06%
$7.05 - $8.02 $77.6 - $88.2
19.8K $158K
Dimensional ETF Trust
4.4K
+ 104.98%
N/A
8.6K $0
American Centy ETF Tr
12.9K
+ 49.85%
N/A
38.9K $0
Janus Detroit Str Tr
6.38K
+ 6.22%
N/A
109K $0
Bunge Global Sa
601
+ 3.32%
N/A
18.7K $0
Xperi Inc
21.8K
+ 6.88%
N/A
339K $0
UNM
Unum Group

Financial Services
158
+ 0.54%
$70.48 - $82.91 $11.1K - $13.1K
29.4K $2.37M
PG
Procter & Gamble CO

Consumer Defensive
38
+ 2.29%
$157.66 - $172.39 $5.99K - $6.55K
1.7K $271K
K
Kellogg CO

Consumer Defensive
40
+ 0.71%
$77.85 - $82.88 $3.11K - $3.32K
5.67K $451K
DOLE
Dole PLC

Consumer Defensive
1.24K
+ 1.32%
$13.31 - $15.19 $16.5K - $18.9K
95K $1.33M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.13K
+ 1425.79%
$87.84 - $1441.89 $714K - $11.7M
8.7K $783K
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
Track This Portfolio

Track Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email