Waterfront Wealth Inc. Sells in Q1 2025

Waterfront Wealth Inc.

  • $408 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 2.02%
$347.25 - $424.87 $6.25K - $7.65K
875 $320K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-311
- 1.55%
$100.34 - $100.68 $31.2K - $31.3K
19.8K $1.99M
PG
Procter & Gamble CO

Consumer Defensive
-151
- 8.32%
$158.56 - $176.26 $23.9K - $26.6K
1.66K $283K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-912
- 8.22%
$25.77 - $27.6 $23.5K - $25.2K
10.2K $270K
EA
Electronic Arts Inc.

Communication Services
-37
- 0.5%
$116.53 - $146.29 $4.31K - $5.41K
7.38K $1.07M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-2.65K
- 17.08%
$12.18 - $13.34 $32.2K - $35.3K
12.8K $170K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-900
- 6.15%
$15.13 - $18.07 $13.6K - $16.3K
13.7K $226K
C
Citigroup Inc

Financial Services
-399
- 1.26%
$67.23 - $84.63 $26.8K - $33.8K
31.4K $2.23M
INDA
Ishares Msci India Index Fund

ETFs
-21
- 0.38%
$47.8 - $53.4 $1K - $1.12K
5.55K $285K
ADSK
Autodesk, Inc.

Technology
-15
- 0.35%
N/A
4.25K $1.04M
OKE
Oneok Inc

Energy
-12
- 0.58%
$89.57 - $109.85 $1.07K - $1.32K
2.05K $203K
Brookfield Asset Managmt LTD
-237
- 1.25%
N/A
18.7K $0
Brookfield Corp
-743
- 0.99%
N/A
74.3K $0
Blackrock Inc
-11
- 0.71%
N/A
1.54K $0
Canadian Pacific Kansas City
-17
- 0.07%
N/A
23.1K $0
HSY
Hershey CO

Consumer Defensive
-38
- 0.66%
$144.74 - $186.36 $5.5K - $7.08K
5.71K $975K
COP
Conocophillips

Energy
-81
- 3.55%
$88.6 - $105.85 $7.18K - $8.57K
2.2K $231K
IBM
International Business Machines Corp

Technology
-255
- 10.66%
$217.4 - $264.74 $55.4K - $67.5K
2.14K $531K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-12K
- 4.22%
$5.15 - $5.57 $62K - $67.1K
273K $1.47M
FVD
First Tr Value Line Divid Inde

ETFs
-65
- 0.72%
$42.61 - $45.51 $2.77K - $2.96K
8.99K $400K
FDL
First Tr Morningstar Dividend

ETFs
-370
- 5.07%
$39.69 - $43.83 $14.7K - $16.2K
6.94K $301K
MU
Micron Technology Inc

Technology
-23
- 0.4%
$86.89 - $109.38 $2K - $2.52K
5.73K $498K
DE
Deere & CO

Industrials
-1
- 0.17%
$408.57 - $509.27 $409 - $509
587 $275K
SBUX
Starbucks Corp

Consumer Cyclical
-2
- 0.05%
$91.75 - $115.81 $184 - $232
3.9K $382K
VZ
Verizon Communications Inc

Communication Services
-285
- 3.75%
$37.81 - $46.49 $10.8K - $13.2K
7.32K $331K
DFAE
Dimensional ETF Tr

ETFs
-918
- 0.95%
$24.64 - $26.86 $22.6K - $24.7K
95.4K $2.47M
EWY
Ishares Inc Msci South Korea E

ETFs
-30
- 0.27%
$51.16 - $58.46 $1.53K - $1.75K
11.2K $606K
DFAI
Dimensional ETF Tr

ETFs
-4.51K
- 5.0%
$28.88 - $32.4 $130K - $146K
85.7K $2.68M
TSCO
Tractor Supply CO

Consumer Cyclical
-36
- 0.16%
$51.66 - $57.94 $1.86K - $2.09K
22.5K $1.24M
GE
General Electric CO

Industrials
-47
- 2.1%
$168.59 - $212.13 $7.92K - $9.97K
2.19K $438K
FTGC
First Trust Global Tactical CO

ETFs
-15
- 0.04%
$23.95 - $25.86 $359 - $388
42.2K $1.08M
INTC
Intel Corp

Technology
-159
- 0.59%
$19.1 - $27.39 $3.04K - $4.36K
26.6K $604K
V
Visa Inc.

Financial Services
-165
- 4.36%
$306.92 - $362.71 $50.6K - $59.8K
3.62K $1.27M
UNP
Union Pacific Corp

Industrials
-1
- 0.01%
$225.21 - $254.42 $225 - $254
11.8K $2.8M
T
At&T Inc.

Communication Services
-93
- 0.51%
$21.56 - $28.28 $2.01K - $2.63K
18.2K $514K
XOM
Exxon Mobil Corp

Energy
-4
- 0.04%
$105.44 - $118.93 $422 - $476
9.6K $1.14M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-148
- 0.99%
$56.12 - $68.15 $8.31K - $10.1K
14.8K $1M
MCD
Mcdonalds Corp

Consumer Cyclical
-22
- 0.39%
$279.74 - $321.29 $6.15K - $7.07K
5.58K $1.74M
CVX
Chevron Corp

Energy
-2
- 0.03%
$146.71 - $167.97 $293 - $336
5.81K $972K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2
- 0.35%
$1187.71 - $1432.58 $2.38K - $2.87K
570 $816K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-7.26K
- 12.09%
$17.16 - $25.25 $125K - $183K
52.8K $1.26M
UNM
Unum Group

Financial Services
-94
- 0.32%
$71.8 - $83.34 $6.75K - $7.83K
29.2K $2.38M
VRSN
Verisign Inc

Technology
-3
- 0.05%
$205.1 - $254.74 $615 - $764
5.49K $1.39M
ABBV
Abb Vie Inc.

Healthcare
-33
- 0.32%
$169.2 - $216.66 $5.58K - $7.15K
10.2K $2.13M
SNY
Sanofi

Healthcare
-317
- 0.63%
$48.15 - $59.42 $15.3K - $18.8K
49.6K $2.75M
SAN
Banco Santander, S.A.

Financial Services
-18.3K
- 7.64%
$4.46 - $7.14 $81.5K - $130K
221K $1.48M
NOK
Nokia Corp

Technology
-8.22K
- 1.06%
$4.43 - $5.42 $36.4K - $44.6K
769K $4.05M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.74K
- 12.9%
$80.53 - $147.57 $220K - $404K
18.5K $2.44M
EUFN
Ishares Msci Europe Financials

ETFs
-6.82K
- 2.74%
$23.03 - $29.47 $157K - $201K
242K $6.9M
Activity Summary
Buys All Purchases 115 New Holdings 8 Increased Positions 107 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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