Waterfront Wealth Inc. Incresed Positions in Q3 2024

Waterfront Wealth Inc.

  • $400 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
92
+ 2.41%
$72.51 - $98.6 $6.67K - $9.07K
3.9K $380K
XOM
Exxon Mobil Corp

Energy
526
+ 4.84%
$109.72 - $119.0 $57.7K - $62.6K
11.4K $1.34M
TSCO
Tractor Supply CO

Consumer Cyclical
15
+ 0.4%
$251.95 - $290.93 $3.78K - $4.36K
3.78K $1.1M
VRSN
Verisign Inc

Technology
102
+ 1.93%
$174.18 - $190.64 $17.8K - $19.4K
5.38K $1.02M
PEP
Pepsico Inc

Consumer Defensive
352
+ 11.29%
$161.9 - $179.3 $57K - $63.1K
3.47K $590K
AVUS
American Centy ETF Tr Avantis

ETFs
41
+ 0.28%
$86.27 - $95.15 $3.54K - $3.9K
14.5K $1.38M
DBX
Dropbox, Inc.

Technology
766
+ 4.43%
$21.42 - $25.44 $16.4K - $19.5K
18K $458K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
2.43K
+ 5.13%
$10.38 - $11.34 $25.3K - $27.6K
49.9K $565K
HSY
Hershey CO

Consumer Defensive
117
+ 2.11%
$182.45 - $203.25 $21.3K - $23.8K
5.66K $1.09M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
514
+ 11.67%
$75.88 - $83.21 $39K - $42.8K
4.92K $409K
CI
Cigna Corp

Healthcare
64
+ 2.63%
$319.12 - $367.1 $20.4K - $23.5K
2.5K $865K
FV
First Trust Dorsey Wright Focu

ETFs
532
+ 1.85%
$51.35 - $59.82 $27.3K - $31.8K
29.3K $1.71M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
127
+ 1.35%
$100.57 - $116.37 $12.8K - $14.8K
9.54K $1.06M
TEX
Terex Corp

Industrials
2.07K
+ 7.71%
$49.81 - $66.76 $103K - $138K
28.9K $1.53M
SUZ
Suzano S.A.

Basic Materials
13.3K
+ 4.78%
$9.18 - $10.35 $122K - $138K
292K $2.92M
VIG
Vanguard Dividend Appreciation

ETFs
285
+ 22.09%
$182.15 - $182.15 $51.9K - $51.9K
1.58K $286K
IWR
Ishares Russell Mid Cap ETF

ETFs
286
+ 8.08%
$79.92 - $88.19 $22.9K - $25.2K
3.82K $337K
EA
Electronic Arts Inc.

Communication Services
140
+ 1.96%
$137.32 - $151.82 $19.2K - $21.3K
7.28K $1.04M
VZ
Verizon Communications Inc

Communication Services
438
+ 6.1%
$38.89 - $45.0 $17K - $19.7K
7.62K $342K
PG
Procter & Gamble CO

Consumer Defensive
172
+ 9.96%
$160.76 - $177.82 $27.7K - $30.6K
1.9K $328K
TDIV
First Trust Nasdaq Technology

ETFs
211
+ 3.74%
$70.51 - $81.07 $14.9K - $17.1K
5.85K $469K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
635
+ 9.88%
$32.65 - $36.69 $20.7K - $23.3K
7.06K $256K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
230
+ 1.69%
$66.55 - $74.93 $15.3K - $17.2K
13.9K $999K
FXN
First Tr Exchange Traded Fd Fi

ETFs
4.3K
+ 28.85%
$15.87 - $18.61 $68.2K - $80K
19.2K $311K
MRVL
Marvell Technology, Inc.

Technology
209
+ 2.04%
$56.15 - $76.24 $11.7K - $15.9K
10.5K $755K
FDL
First Tr Morningstar Dividend

ETFs
100
+ 1.4%
$37.66 - $42.06 $3.77K - $4.21K
7.27K $304K
STZ
Constellation Brands, Inc.

Consumer Defensive
107
+ 2.1%
$236.42 - $259.82 $25.3K - $27.8K
5.2K $1.34M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.02%
$57.47 - $62.76 $57.5 - $62.8
4.2K $263K
EPD
Enterprise Products Partners L.P.

Energy
545
+ 1.49%
$27.88 - $30.0 $15.2K - $16.4K
37.2K $1.08M
EMR
Emerson Electric CO

Industrials
273
+ 2.43%
$98.19 - $118.87 $26.8K - $32.5K
11.5K $1.26M
KD
Kyndryl Holdings, Inc.

Technology
9.81K
+ 15.95%
$21.78 - $27.63 $214K - $271K
71.3K $1.64M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
253
+ 2.1%
$104.47 - $116.17 $26.4K - $29.4K
12.3K $1.33M
ADSK
Autodesk, Inc.

Technology
82
+ 2.01%
$245.83 - $245.83 $20.2K - $20.2K
4.15K $1.02M
LNG
Cheniere Energy, Inc.

Energy
19
+ 1.27%
$172.24 - $186.09 $3.27K - $3.54K
1.52K $273K
Bunge Global Sa
337
+ 2.7%
N/A
12.8K $0
Canadian Pacific Kansas City
216
+ 0.96%
N/A
22.7K $0
American Centy ETF Tr
2.8K
+ 17.06%
N/A
19.2K $0
Xperi Inc
33.1K
+ 10.17%
N/A
358K $0
Qiagen Nv
545
+ 2.47%
N/A
22.6K $0
DIS
Walt Disney CO

Communication Services
63
+ 1.73%
$85.6 - $98.61 $5.39K - $6.21K
3.7K $355K
F
Ford Motor CO

Consumer Cyclical
791
+ 6.32%
$9.71 - $14.55 $7.68K - $11.5K
13.3K $140K
CRL
Charles River Laboratories International, Inc.

Healthcare
84
+ 2.26%
$187.96 - $245.29 $15.8K - $20.6K
3.8K $747K
QCOM
Qualcomm Inc

Technology
149
+ 8.05%
$156.12 - $209.64 $23.3K - $31.2K
2K $340K
CVX
Chevron Corp

Energy
149
+ 2.65%
$137.88 - $161.97 $20.5K - $24.1K
5.76K $848K
AMRN
Amarin Corp Plcuk

Healthcare
21.2K
+ 2.46%
$0.57 - $0.8 $12.1K - $17K
882K $555K
GM
General Motors CO

Consumer Cyclical
207
+ 0.62%
$39.95 - $49.9 $8.27K - $10.3K
33.4K $1.5M
CNQ
Canadian Natural Resources LTD

Energy
446
+ 1.53%
$31.97 - $37.41 $14.3K - $16.7K
29.6K $983K
SLB
Schlumberger Limited

Energy
1.43K
+ 6.03%
$39.57 - $49.67 $56.5K - $70.9K
25.1K $1.05M
MRK
Merck & Co., Inc.

Healthcare
324
+ 3.22%
$111.15 - $128.97 $36K - $41.8K
10.4K $1.18M
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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