Waterfront Wealth Inc. Purchases in Q3 2025

Waterfront Wealth Inc.

  • $459 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
75
+ 0.5%
$491.09 - $535.64 $36.8K - $40.2K
15.2K $7.87M
JPM
Jpmorgan Chase & CO

Financial Services
297
+ 3.09%
$282.78 - $316.06 $84K - $93.9K
9.91K $3.13M
MRVL
Marvell Technology, Inc.

Technology
2.29K
+ 12.45%
$62.31 - $84.07 $143K - $193K
20.7K $1.74M
ADBE
Adobe Inc.

Technology
1.09K
+ 42.16%
$333.65 - $392.1 $364K - $428K
3.68K $1.3M
MS
Morgan Stanley

Financial Services
108
+ 0.73%
$139.09 - $161.16 $15K - $17.4K
14.9K $2.37M
GLW
Corning Inc

Technology
3.47K
New
$51.6 - $82.03 $179K - $285K
3.47K $284K
PATH
Ui Path, Inc.

Technology
20.4K
New
$10.44 - $13.38 $213K - $273K
20.4K $272K
ASIX
Advan Six Inc.

Basic Materials
14K
New
$18.03 - $25.29 $252K - $354K
14K $271K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
327
+ 0.6%
$74.73 - $80.82 $24.4K - $26.4K
54.5K $4.33M
MCHP
Microchip Technology Inc

Technology
5.48K
+ 29.41%
$60.95 - $75.26 $334K - $413K
24.1K $1.55M
IVV
Ishares Core S&P 500 ETF

ETFs
159
+ 6.69%
$620.67 - $670.08 $98.7K - $107K
2.54K $1.7M
GD
General Dynamics Corp

Industrials
629
New
$293.92 - $341.0 $185K - $214K
629 $214K
ENB
Enbridge Inc

Energy
4.23K
New
$43.79 - $50.46 $185K - $213K
4.23K $213K
MO
Altria Group, Inc.

Consumer Defensive
3.17K
New
$57.75 - $67.68 $183K - $214K
3.17K $209K
IDA
Idacorp Inc

Utilities
1.57K
New
$115.16 - $132.15 $181K - $207K
1.57K $207K
SECT
Sector 10, Inc.

ETFs
3.3K
New
$57.95 - $63.16 $191K - $208K
3.3K $207K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.04K
New
$83.08 - $100.2 $169K - $204K
2.04K $204K
LLY
Eli Lilly & CO

Healthcare
265
New
$625.65 - $812.69 $166K - $215K
265 $202K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.06K
New
$30.13 - $33.37 $183K - $202K
6.06K $202K
TEX
Terex Corp

Industrials
260
+ 0.66%
$48.36 - $53.52 $12.6K - $13.9K
39.7K $2.04M
A
Agilent Technologies, Inc.

Healthcare
1.52K
New
$112.04 - $128.75 $170K - $195K
1.52K $194K
FNDC
Schwab Fundamental Intl Small

ETFs
2.55K
+ 7.97%
$41.81 - $45.21 $106K - $115K
34.5K $1.54M
HBM
Hudbay Minerals Inc.

Basic Materials
756
+ 1.97%
$9.06 - $15.21 $6.85K - $11.5K
39.1K $592K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
962
+ 1.1%
$28.15 - $30.13 $27.1K - $29K
88.1K $2.61M
EL
Estee Lauder Companies Inc

Consumer Defensive
29
+ 0.16%
$83.65 - $95.26 $2.43K - $2.76K
17.7K $1.56M
JPIE
J P Morgan Exchange Traded Fd
2.75K
+ 17.34%
$46.01 - $46.55 $126K - $128K
18.6K $863K
AVUS
American Centy ETF Tr Avantis

ETFs
4
+ 0.03%
$101.2 - $109.16 $405 - $437
15.1K $1.64M
HSY
Hershey CO

Consumer Defensive
1
+ 0.02%
$161.95 - $193.45 $162 - $193
5.53K $1.03M
LEA
Lear Corp

Consumer Cyclical
186
+ 1.12%
$92.93 - $112.75 $17.3K - $21K
16.8K $1.69M
UNM
Unum Group

Financial Services
2.53K
+ 8.61%
$68.55 - $82.12 $173K - $208K
31.9K $2.48M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.03K
+ 8.85%
$90.83 - $93.81 $93.3K - $96.3K
12.6K $1.18M
AVGO
Broadcom Inc.

Technology
64
+ 4.19%
$264.74 - $369.57 $16.9K - $23.7K
1.59K $524K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
63
+ 1.02%
$82.22 - $96.68 $5.18K - $6.09K
6.23K $602K
CMI
Cummins Inc

Industrials
14
+ 1.41%
$327.85 - $426.39 $4.59K - $5.97K
1.01K $425K
FV
First Trust Dorsey Wright Focu

ETFs
238
+ 0.76%
$59.23 - $62.14 $14.1K - $14.8K
31.7K $1.96M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.07%
$155.17 - $185.42 $310 - $371
2.92K $542K
GS
Goldman Sachs Group Inc

Financial Services
29
+ 3.55%
$696.56 - $806.32 $20.2K - $23.4K
845 $672K
BAC
Bank Of America Corp

Financial Services
242
+ 1.31%
$44.92 - $52.42 $10.9K - $12.7K
18.7K $965K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.63K
+ 6.86%
$45.26 - $46.63 $73.8K - $76.1K
25.4K $1.18M
DGS
Wisdomtree Emerging Markets Sm

ETFs
769
+ 3.51%
$54.85 - $58.99 $42.2K - $45.4K
22.7K $1.3M
RDVY
First Trust Rising Dividend Ac

ETFs
310
+ 2.24%
$62.38 - $67.29 $19.3K - $20.9K
14.2K $952K
WMT
Walmart Inc.

Consumer Defensive
83
+ 0.59%
$94.4 - $104.27 $7.84K - $8.65K
14.1K $1.45M
NOC
Northrop Grumman Corp

Industrials
3
+ 0.47%
$498.9 - $609.32 $1.5K - $1.83K
644 $392K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.09%
$291.67 - $316.99 $1.46K - $1.58K
5.49K $1.67M
TDIV
First Trust Nasdaq Technology

ETFs
20
+ 0.32%
$89.27 - $100.33 $1.79K - $2.01K
6.35K $626K
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 5.57%
$357.4 - $423.42 $18.2K - $21.6K
967 $391K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.01%
$25.29 - $28.33 $25.3 - $28.3
18.1K $505K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.07K
+ 9.62%
$24.02 - $24.28 $49.7K - $50.2K
23.6K $566K
FAST
Fastenal CO

Industrials
10
+ 0.16%
$42.47 - $50.39 $425 - $504
6.21K $304K
Activity Summary
Buys All Purchases 144 New Holdings 22 Increased Positions 122 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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