Waterfront Wealth Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $417 Million distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $15M, Dimensional ETF Tr U S Core Eq with a value of $10.5M, Apple Inc. with a value of $10.4M, Black Rock Enhanced International Dividend Trust with a value of $9.62M, and Adams Diversified Equity Fund, Inc. with a value of $9.57M.
Examining the 13F form we can see an increase of $8.87M in the current position value, from $408M to 417M.
Below you can find more details about Waterfront Wealth Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$417 Million
ETFs: $140 Million
Financial Services: $118 Million
Technology: $49.6 Million
Consumer Cyclical: $21.7 Million
Communication Services: $20.6 Million
Industrials: $19.3 Million
Healthcare: $15.2 Million
Consumer Defensive: $13.7 Million
Other: $17.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
