Waterfront Wealth Inc. Sells in Q2 2025

Waterfront Wealth Inc.

  • $417 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-329
- 1.05%
$483.48 - $539.8 $159K - $178K
31K $15M
KO
Coca Cola CO

Consumer Defensive
-16.3K
- 83.46%
$68.37 - $73.9 $1.11M - $1.2M
3.23K $228K
UNH
Unitedhealth Group Inc

Healthcare
-68
- 2.53%
$274.35 - $599.47 $18.7K - $40.8K
2.62K $817K
NOK
Nokia Corp

Technology
-95.5K
- 12.42%
$4.65 - $5.43 $444K - $518K
673K $3.49M
BMY
Bristol Myers Squibb CO

Healthcare
-734
- 2.24%
$44.12 - $59.6 $32.4K - $43.7K
32.1K $1.49M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-978
- 5.29%
$99.37 - $134.05 $97.2K - $131K
17.5K $1.98M
SNY
Sanofi

Healthcare
-736
- 1.48%
$47.62 - $55.44 $35K - $40.8K
48.9K $2.36M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-27K
- 19.01%
$24.94 - $31.15 $674K - $842K
115K $3.58M
ABBV
Abb Vie Inc.

Healthcare
-155
- 1.53%
$170.16 - $206.27 $26.4K - $32K
10K $1.86M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-388
- 3.41%
$97.78 - $126.44 $37.9K - $49.1K
11K $1.17M
SLB
Schlumberger Limited

Energy
-869
- 3.51%
$31.95 - $42.2 $27.8K - $36.7K
23.9K $806K
HOFT
Hooker Furnishings Corp

Consumer Cyclical
-22.5K
- 29.02%
$7.57 - $12.07 $170K - $271K
55K $581K
HLIT
Harmonic Inc

Technology
-15.3K
- 40.79%
$8.25 - $9.73 $126K - $149K
22.2K $210K
AON
Aon PLC

Financial Services
-82
- 2.99%
$335.85 - $398.81 $27.5K - $32.7K
2.66K $950K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-340
- 3.44%
$53.23 - $70.65 $18.1K - $24K
9.53K $551K
MCD
Mcdonalds Corp

Consumer Cyclical
-95
- 1.7%
$285.55 - $321.23 $27.1K - $30.5K
5.48K $1.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
-166
- 3.13%
$160.0 - $195.62 $26.6K - $32.5K
5.14K $836K
XOM
Exxon Mobil Corp

Energy
-256
- 2.67%
$99.93 - $119.04 $25.6K - $30.5K
9.35K $1.01M
UNP
Union Pacific Corp

Industrials
-189
- 1.6%
$208.27 - $238.46 $39.4K - $45.1K
11.7K $2.68M
FTGC
First Trust Global Tactical CO

ETFs
-2.46K
- 5.83%
$23.09 - $25.91 $56.8K - $63.8K
39.7K $979K
TSCO
Tractor Supply CO

Consumer Cyclical
-729
- 3.24%
$47.86 - $55.77 $34.9K - $40.7K
21.8K $1.15M
LOW
Lowes Companies Inc

Consumer Cyclical
-138
- 2.66%
$210.83 - $235.28 $29.1K - $32.5K
5.05K $1.12M
VIV
Telefonica Brasil S.A.

Communication Services
-48.1K
- 26.78%
$8.28 - $11.4 $398K - $548K
131K $1.5M
BLW
Blackrock LTD Duration Income Trust

Financial Services
-4.1K
- 13.28%
$12.75 - $14.21 $52.3K - $58.3K
26.8K $379K
HSY
Hershey CO

Consumer Defensive
-174
- 3.05%
$151.29 - $173.13 $26.3K - $30.1K
5.53K $918K
CBSH
Commerce Bancshares Inc

Financial Services
-727
- 0.53%
$55.42 - $65.63 $40.3K - $47.7K
136K $8.44M
SHW
Sherwin Williams CO

Basic Materials
-101
- 3.27%
$313.51 - $363.51 $31.7K - $36.7K
2.99K $1.03M
JPIE
J P Morgan Exchange Traded Fd
-1.16K
- 6.84%
$45.12 - $46.32 $52.5K - $53.9K
15.9K $734K
CCI
Crown Castle International Corp

Real Estate
-325
- 3.98%
$94.83 - $107.06 $30.8K - $34.8K
7.84K $804K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-538
- 3.83%
$60.03 - $72.0 $32.3K - $38.7K
13.5K $895K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-517
- 3.49%
$63.54 - $68.5 $32.9K - $35.4K
14.3K $964K
SO
Southern CO

Utilities
-377
- 2.99%
$84.91 - $92.56 $32K - $34.9K
12.2K $1.12M
CMCSA
Comcast Corp

Communication Services
-782
- 12.14%
$32.84 - $36.72 $25.7K - $28.7K
5.66K $202K
ADSK
Autodesk, Inc.

Technology
-122
- 2.87%
N/A
4.12K $1.01M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-4.72K
- 4.21%
$20.46 - $21.89 $96.6K - $103K
108K $2.35M
DXC
Dxc Technology CO

Technology
-117
- 0.75%
$14.03 - $17.63 $1.64K - $2.06K
15.5K $236K
ET
Energy Transfer LP

Energy
-288
- 0.66%
$15.65 - $18.93 $4.51K - $5.45K
43.1K $781K
PGR
Progressive Corp

Financial Services
-10
- 0.75%
$255.27 - $288.74 $2.55K - $2.89K
1.33K $354K
FDL
First Tr Morningstar Dividend

ETFs
-240
- 3.46%
$38.19 - $43.19 $9.17K - $10.4K
6.7K $280K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-905
- 10.98%
$29.52 - $35.31 $26.7K - $32K
7.34K $258K
CRL
Charles River Laboratories International, Inc.

Healthcare
-152
- 3.94%
$99.75 - $151.89 $15.2K - $23.1K
3.7K $561K
CNQ
Canadian Natural Resources LTD

Energy
-1.06K
- 3.52%
$25.14 - $34.01 $26.6K - $36K
29.1K $912K
CL
Colgate Palmolive CO

Consumer Defensive
-41
- 1.45%
$87.57 - $96.0 $3.59K - $3.94K
2.78K $252K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-56
- 0.16%
$28.02 - $32.37 $1.57K - $1.81K
34.7K $1.1M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-3.12K
- 2.34%
$9.86 - $10.92 $30.8K - $34.1K
130K $1.42M
CGMS
Capital Grp Core Plus Income E
-18
- 0.07%
N/A
26.6K $0
Qiagen Nv
-748
- 3.36%
N/A
21.5K $0
Blackrock ETF Trust Ii
-189
- 1.25%
N/A
14.9K $0
Canadian Pacific Kansas City
-629
- 2.73%
N/A
22.4K $0
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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