Waterfront Wealth Inc. Incresed Positions in Q3 2024

Waterfront Wealth Inc.

  • $400 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
DFIC
Dimensional ETF Tr Dimensional

ETFs
288
+ 0.22%
$25.36 - $28.37 $7.3K - $8.17K
130K $3.66M
WMT
Walmart Inc.

Consumer Defensive
954
+ 7.3%
$66.91 - $81.4 $63.8K - $77.7K
14K $1.13M
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
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
NVDA
Nvidia Corp

Technology
1.95K
+ 37.85%
$98.91 - $134.91 $193K - $263K
7.11K $863K
C
Citigroup Inc

Financial Services
3.94K
+ 14.32%
$56.11 - $67.61 $221K - $266K
31.5K $1.97M
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
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
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
KO
Coca Cola CO

Consumer Defensive
316
+ 1.73%
$62.69 - $73.01 $19.8K - $23.1K
18.6K $1.34M
SO
Southern CO

Utilities
216
+ 1.77%
$77.0 - $90.52 $16.6K - $19.6K
12.4K $1.12M
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
ALLY
Ally Financial Inc.

Financial Services
9.04K
+ 21.77%
$32.67 - $45.01 $295K - $407K
50.5K $1.8M
RDVY
First Trust Rising Dividend Ac

ETFs
1.71K
+ 15.21%
$53.68 - $59.24 $92K - $101K
13K $768K
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
K
Kellogg CO

Consumer Defensive
39
+ 0.71%
$56.19 - $80.81 $2.19K - $3.15K
5.55K $448K
MS
Morgan Stanley

Financial Services
191
+ 1.27%
$92.07 - $106.96 $17.6K - $20.4K
15.3K $1.59M
AGNC
Agnc Investment Corp.

Real Estate
3.27K
+ 3.32%
$9.48 - $10.66 $31K - $34.9K
102K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 8.57%
$161.02 - $200.0 $188K - $234K
14.8K $2.76M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
102
+ 0.27%
$15.15 - $19.2 $1.55K - $1.96K
38.2K $710K
GE
General Electric CO

Industrials
364
+ 19.63%
$156.66 - $189.66 $57K - $69K
2.22K $418K
IBM
International Business Machines Corp

Technology
41
+ 1.78%
$175.1 - $223.38 $7.18K - $9.16K
2.35K $518K
KR
Kroger CO

Consumer Defensive
92
+ 0.59%
$50.43 - $57.3 $4.64K - $5.27K
15.6K $893K
V
Visa Inc.

Financial Services
255
+ 7.26%
$253.74 - $291.56 $64.7K - $74.3K
3.77K $1.04M
FRME
First Merchants Corp

Financial Services
241
+ 0.91%
$32.38 - $41.35 $7.8K - $9.97K
26.7K $992K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
54
+ 10.42%
$1015.62 - $1159.62 $54.8K - $62.6K
572 $658K
HD
Home Depot, Inc.

Consumer Cyclical
151
+ 20.66%
$333.64 - $405.2 $50.4K - $61.2K
882 $357K
GOOG
Alphabet Inc.

Communication Services
941
+ 28.59%
$149.54 - $192.66 $141K - $181K
4.23K $707K
PFE
Pfizer Inc

Healthcare
3.26K
+ 34.6%
$27.7 - $31.39 $90.2K - $102K
12.7K $366K
IR
Ingersoll Rand Inc.

Industrials
183
+ 1.67%
$86.9 - $100.4 $15.9K - $18.4K
11.2K $1.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
185
+ 5.55%
$173.36 - $189.8 $32.1K - $35.1K
3.52K $667K
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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