Waterfront Wealth Inc. Purchases and Sells in Q3 2025

Waterfront Wealth Inc.

$459 Million
Q3 2025

Top Buys

Incresed Positions

122 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RVT	198K + 41.06%	$14.94 - $16.5 $2.95M - $3.26M	679K $11M
DFAS	33.8K + 37.89%	$63.41 - $69.69 $2.15M - $2.36M	123K $8.43M
AAPL	115 + 0.23%	$202.38 - $256.87 $23.3K - $29.5K	50.6K $12.9M
BDJ	225K + 32.59%	$8.7 - $9.11 $1.96M - $2.05M	916K $8.34M
BGY	387K + 23.28%	$5.61 - $5.84 $2.17M - $2.26M	2.05M $11.8M
GOOGL	231 + 0.78%	$174.36 - $254.72 $40.3K - $58.8K	29.9K $7.28M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIS	82.5K New	$29.65 - $31.77 $2.45M - $2.62M	82.5K $2.61M
BHF	34.9K New	$43.36 - $57.59 $1.51M - $2.01M	34.9K $1.85M
VRNT	42.6K New	N/A	42.6K $1.39M
LNTH	18.5K New	$50.11 - $83.83 $928K - $1.55M	18.5K $949K
WDAY	3.59K New	$213.69 - $247.69 $767K - $888K	3.59K $863K
VALE	77.7K New	$9.53 - $10.95 $740K - $851K	77.7K $843K

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EUFN	-91.8K - 37.59%	$31.4 - $34.74 $2.88M - $3.19M	152K $5.24M
TEI	-264K - 93.8%	$5.85 - $6.44 $1.55M - $1.7M	17.5K $108K
VOD	-145K - 39.02%	$10.67 - $12.06 $1.55M - $1.75M	226K $2.63M
ERJ	-22.7K - 52.02%	$47.39 - $61.02 $1.08M - $1.38M	20.9K $1.27M
AOD	-160K - 20.55%	$8.8 - $9.5 $1.4M - $1.52M	617K $5.84M
SAN	-135K - 62.33%	$8.27 - $10.48 $1.12M - $1.41M	81.5K $854K

Activity Summary All Purchases 144 New Holdings 22 Increased Positions 122 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.