Waterfront Wealth Inc. Purchases in Q3 2024

Waterfront Wealth Inc.

  • $400 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
K
Kellogg CO

Consumer Defensive
39
+ 0.71%
$56.19 - $80.81 $2.19K - $3.15K
5.55K $448K
MS
Morgan Stanley

Financial Services
191
+ 1.27%
$92.07 - $106.96 $17.6K - $20.4K
15.3K $1.59M
AGNC
Agnc Investment Corp.

Real Estate
3.27K
+ 3.32%
$9.48 - $10.66 $31K - $34.9K
102K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 8.57%
$161.02 - $200.0 $188K - $234K
14.8K $2.76M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
102
+ 0.27%
$15.15 - $19.2 $1.55K - $1.96K
38.2K $710K
GE
General Electric CO

Industrials
364
+ 19.63%
$156.66 - $189.66 $57K - $69K
2.22K $418K
IBM
International Business Machines Corp

Technology
41
+ 1.78%
$175.1 - $223.38 $7.18K - $9.16K
2.35K $518K
KR
Kroger CO

Consumer Defensive
92
+ 0.59%
$50.43 - $57.3 $4.64K - $5.27K
15.6K $893K
V
Visa Inc.

Financial Services
255
+ 7.26%
$253.74 - $291.56 $64.7K - $74.3K
3.77K $1.04M
FRME
First Merchants Corp

Financial Services
241
+ 0.91%
$32.38 - $41.35 $7.8K - $9.97K
26.7K $992K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
10.7K
New
$9.33 - $10.18 $99.6K - $109K
10.7K $108K
HD
Home Depot, Inc.

Consumer Cyclical
151
+ 20.66%
$333.64 - $405.2 $50.4K - $61.2K
882 $357K
GOOG
Alphabet Inc.

Communication Services
941
+ 28.59%
$149.54 - $192.66 $141K - $181K
4.23K $707K
PFE
Pfizer Inc

Healthcare
3.26K
+ 34.6%
$27.7 - $31.39 $90.2K - $102K
12.7K $366K
IR
Ingersoll Rand Inc.

Industrials
183
+ 1.67%
$86.9 - $100.4 $15.9K - $18.4K
11.2K $1.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
185
+ 5.55%
$173.36 - $189.8 $32.1K - $35.1K
3.52K $667K
XOM
Exxon Mobil Corp

Energy
526
+ 4.84%
$109.72 - $119.0 $57.7K - $62.6K
11.4K $1.34M
SBUX
Starbucks Corp

Consumer Cyclical
92
+ 2.41%
$72.51 - $98.6 $6.67K - $9.07K
3.9K $380K
VRSN
Verisign Inc

Technology
102
+ 1.93%
$174.18 - $190.64 $17.8K - $19.4K
5.38K $1.02M
TSCO
Tractor Supply CO

Consumer Cyclical
15
+ 0.4%
$251.95 - $290.93 $3.78K - $4.36K
3.78K $1.1M
PEP
Pepsico Inc

Consumer Defensive
352
+ 11.29%
$161.9 - $179.3 $57K - $63.1K
3.47K $590K
AVUS
American Centy ETF Tr Avantis

ETFs
41
+ 0.28%
$86.27 - $95.15 $3.54K - $3.9K
14.5K $1.38M
DBX
Dropbox, Inc.

Technology
766
+ 4.43%
$21.42 - $25.44 $16.4K - $19.5K
18K $458K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
2.43K
+ 5.13%
$10.38 - $11.34 $25.3K - $27.6K
49.9K $565K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
514
+ 11.67%
$75.88 - $83.21 $39K - $42.8K
4.92K $409K
HSY
Hershey CO

Consumer Defensive
117
+ 2.11%
$182.45 - $203.25 $21.3K - $23.8K
5.66K $1.09M
JNJ
Johnson & Johnson

Healthcare
131
+ 4.98%
$145.48 - $167.38 $19.1K - $21.9K
2.76K $447K
CI
Cigna Corp

Healthcare
64
+ 2.63%
$319.12 - $367.1 $20.4K - $23.5K
2.5K $865K
FV
First Trust Dorsey Wright Focu

ETFs
532
+ 1.85%
$51.35 - $59.82 $27.3K - $31.8K
29.3K $1.71M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
127
+ 1.35%
$100.57 - $116.37 $12.8K - $14.8K
9.54K $1.06M
TEX
Terex Corp

Industrials
2.07K
+ 7.71%
$49.81 - $66.76 $103K - $138K
28.9K $1.53M
SUZ
Suzano S.A.

Basic Materials
13.3K
+ 4.78%
$9.18 - $10.35 $122K - $138K
292K $2.92M
IWR
Ishares Russell Mid Cap ETF

ETFs
286
+ 8.08%
$79.92 - $88.19 $22.9K - $25.2K
3.82K $337K
VIG
Vanguard Dividend Appreciation

ETFs
285
+ 22.09%
$182.15 - $182.15 $51.9K - $51.9K
1.58K $286K
EA
Electronic Arts Inc.

Communication Services
140
+ 1.96%
$137.32 - $151.82 $19.2K - $21.3K
7.28K $1.04M
VZ
Verizon Communications Inc

Communication Services
438
+ 6.1%
$38.89 - $45.0 $17K - $19.7K
7.62K $342K
PG
Procter & Gamble CO

Consumer Defensive
172
+ 9.96%
$160.76 - $177.82 $27.7K - $30.6K
1.9K $328K
TDIV
First Trust Nasdaq Technology

ETFs
211
+ 3.74%
$70.51 - $81.07 $14.9K - $17.1K
5.85K $469K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
635
+ 9.88%
$32.65 - $36.69 $20.7K - $23.3K
7.06K $256K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
230
+ 1.69%
$66.55 - $74.93 $15.3K - $17.2K
13.9K $999K
FXN
First Tr Exchange Traded Fd Fi

ETFs
4.3K
+ 28.85%
$15.87 - $18.61 $68.2K - $80K
19.2K $311K
MRVL
Marvell Technology, Inc.

Technology
209
+ 2.04%
$56.15 - $76.24 $11.7K - $15.9K
10.5K $755K
FDL
First Tr Morningstar Dividend

ETFs
100
+ 1.4%
$37.66 - $42.06 $3.77K - $4.21K
7.27K $304K
STZ
Constellation Brands, Inc.

Consumer Defensive
107
+ 2.1%
$236.42 - $259.82 $25.3K - $27.8K
5.2K $1.34M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.02%
$57.47 - $62.76 $57.5 - $62.8
4.2K $263K
EPD
Enterprise Products Partners L.P.

Energy
545
+ 1.49%
$27.88 - $30.0 $15.2K - $16.4K
37.2K $1.08M
EMR
Emerson Electric CO

Industrials
273
+ 2.43%
$98.19 - $118.87 $26.8K - $32.5K
11.5K $1.26M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
253
+ 2.1%
$104.47 - $116.17 $26.4K - $29.4K
12.3K $1.33M
KD
Kyndryl Holdings, Inc.

Technology
9.81K
+ 15.95%
$21.78 - $27.63 $214K - $271K
71.3K $1.64M
Activity Summary
Buys All Purchases 174 New Holdings 20 Increased Positions 154 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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