Waterfront Wealth Inc. Portfolio Holdings
Waterfront Wealth Inc.
- $408 Million
- Q1 2025
Waterfront Wealth Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $408 Million distributed in 257 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amarin Corp Plcuk with a value of $22.5M, Berkshire Hathaway Inc Class B with a value of $16.7M, Apple Inc. with a value of $11.2M, Dimensional ETF Tr U S Core Eq with a value of $9.3M, and Black Rock Enhanced International Dividend Trust with a value of $8.7M.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $389M to 408M.
Below you can find more details about Waterfront Wealth Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$408 Million
ETFs: $122 Million
Financial Services: $111 Million
Technology: $42.6 Million
Healthcare: $40.1 Million
Consumer Cyclical: $21.2 Million
Communication Services: $18.6 Million
Industrials: $18.2 Million
Consumer Defensive: $15.3 Million
Other: $18.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 257
- Current Value $408 Million
- Prior Value $389 Million
- Filing
- Period Q1 2025
- Filing Date April 25, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 8 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks