Waterfront Wealth Inc. Purchases in Q3 2025

Waterfront Wealth Inc.

  • $459 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
168
+ 9.33%
$129.01 - $139.72 $21.7K - $23.5K
1.97K $273K
MMM
3 M CO

Industrials
9
+ 0.1%
$144.41 - $160.2 $1.3K - $1.44K
8.93K $1.39M
VZ
Verizon Communications Inc

Communication Services
508
+ 6.32%
$40.84 - $45.06 $20.7K - $22.9K
8.55K $375K
KOP
Koppers Holdings Inc.

Basic Materials
5.67K
+ 17.72%
$27.53 - $34.75 $156K - $197K
37.7K $1.06M
FDL
First Tr Morningstar Dividend

ETFs
181
+ 2.7%
$41.96 - $44.59 $7.59K - $8.07K
6.88K $298K
K
Kellogg CO

Consumer Defensive
41
+ 0.72%
$76.96 - $82.02 $3.16K - $3.36K
5.71K $468K
EPD
Enterprise Products Partners L.P.

Energy
90
+ 0.18%
$30.74 - $32.14 $2.77K - $2.89K
49K $1.53M
QCOM
Qualcomm Inc

Technology
1
+ 0.06%
$145.84 - $173.55 $146 - $174
1.81K $301K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
872
+ 4.41%
$7.98 - $8.29 $6.96K - $7.23K
20.7K $169K
BA
Boeing CO

Industrials
7
+ 0.52%
$209.79 - $237.38 $1.47K - $1.66K
1.35K $290K
BEP
Brookfield Renewable Partners L.P.

Utilities
100
+ 0.96%
$24.32 - $27.58 $2.43K - $2.76K
10.6K $272K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
17
+ 0.14%
$8.55 - $9.1 $145 - $155
12.6K $114K
COIN
Coinbase Global, Inc.

Technology
35
+ 4.83%
$297.99 - $419.78 $10.4K - $14.7K
760 $256K
META
Meta Platforms, Inc.

Communication Services
8
+ 0.79%
$695.21 - $791.73 $5.56K - $6.33K
1.02K $749K
ADSK
Autodesk, Inc.

Technology
3
+ 0.07%
N/A
4.13K $1.01M
T Rowe Price ETF Inc
38.4K
New
N/A
38.4K $0
American Centy ETF Tr
1.12K
+ 2.88%
N/A
40K $0
CGMS
Capital Grp Core Plus Income E
358
+ 1.34%
N/A
27K $0
Blackrock Inc
8
+ 0.52%
N/A
1.55K $0
Brookfield Corp
37K
+ 49.84%
N/A
111K $0
Blackrock ETF Trust Ii
1.68K
+ 11.26%
N/A
16.6K $0
VRT
Vertiv Holdings CO

Industrials
3
+ 0.14%
N/A
2.2K $190K
Dimensional ETF Trust
607
+ 7.06%
N/A
9.2K $0
Janus Detroit Str Tr
7.89K
+ 7.25%
N/A
117K $0
Xperi Inc
117K
+ 34.47%
N/A
456K $0
Rbb Fund Trust
4.59K
+ 84.92%
N/A
9.99K $0
EW
Edwards Lifesciences Corp

Healthcare
7
+ 0.05%
$73.75 - $81.83 $516 - $573
15.4K $1.2M
FRME
First Merchants Corp

Financial Services
241
+ 0.88%
$37.07 - $41.88 $8.93K - $10.1K
27.7K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 4.63%
$915.95 - $994.57 $13.7K - $14.9K
339 $313K
NDAQ
Nasdaq, Inc.

Financial Services
39
+ 0.22%
$86.73 - $96.94 $3.38K - $3.78K
18K $1.59M
DE
Deere & CO

Industrials
19
+ 3.24%
$457.26 - $524.37 $8.69K - $9.96K
606 $277K
IBM
International Business Machines Corp

Technology
8
+ 0.37%
$234.77 - $292.47 $1.88K - $2.34K
2.15K $605K
HON
Honeywell International Inc

Industrials
2
+ 0.17%
$207.7 - $240.4 $415 - $481
1.2K $253K
DIS
Walt Disney CO

Communication Services
28
+ 0.8%
$112.25 - $124.0 $3.14K - $3.47K
3.53K $404K
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 2.56%
$433.66 - $544.47 $4.34K - $5.44K
400 $178K
APO
Apollo Global Management, Inc.

Financial Services
184
+ 2.48%
$131.55 - $156.05 $24.2K - $28.7K
7.61K $1.01M
ET
Energy Transfer LP

Energy
10
+ 0.02%
$17.11 - $18.16 $171 - $182
43.1K $740K
SNY
Sanofi

Healthcare
214
+ 0.44%
$45.07 - $51.35 $9.64K - $11K
49.1K $2.32M
V
Visa Inc.

Financial Services
8
+ 0.22%
$332.09 - $358.86 $2.66K - $2.87K
3.7K $1.26M
KR
Kroger CO

Consumer Defensive
82
+ 0.52%
$64.52 - $74.35 $5.29K - $6.1K
15.9K $1.07M
NOK
Nokia Corp

Technology
24.8K
+ 3.68%
$4.05 - $5.23 $100K - $130K
698K $3.36M
CI
Cigna Corp

Healthcare
26
+ 0.73%
$262.23 - $334.39 $6.82K - $8.69K
3.6K $1.04M
UPS
United Parcel Service Inc

Industrials
604
+ 1.47%
$82.58 - $105.54 $49.9K - $63.7K
41.7K $3.48M
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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