Waterfront Wealth Inc. Incresed Positions in Q3 2025

Waterfront Wealth Inc.

  • $459 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RVT
Royce Value Trust, Inc.

Financial Services
198K
+ 41.06%
$14.94 - $16.5 $2.95M - $3.26M
679K $11M
DFAS
Dimensional ETF Tr U S Small C

ETFs
33.8K
+ 37.89%
$63.41 - $69.69 $2.15M - $2.36M
123K $8.43M
AAPL
Apple Inc.

Technology
115
+ 0.23%
$202.38 - $256.87 $23.3K - $29.5K
50.6K $12.9M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
225K
+ 32.59%
$8.7 - $9.11 $1.96M - $2.05M
916K $8.34M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
387K
+ 23.28%
$5.61 - $5.84 $2.17M - $2.26M
2.05M $11.8M
GOOGL
Alphabet Inc.

Communication Services
231
+ 0.78%
$174.36 - $254.72 $40.3K - $58.8K
29.9K $7.28M
DXC
Dxc Technology CO

Technology
127K
+ 818.61%
$12.85 - $16.24 $1.63M - $2.06M
142K $1.94M
SHW
Sherwin Williams CO

Basic Materials
4.2K
+ 140.48%
$330.88 - $375.23 $1.39M - $1.57M
7.18K $2.49M
M
Macy'S, Inc.

Consumer Cyclical
11.2K
+ 5.63%
$11.9 - $18.17 $133K - $203K
210K $3.77M
PG
Procter & Gamble CO

Consumer Defensive
8.76K
+ 514.93%
$150.47 - $161.22 $1.32M - $1.41M
10.5K $1.61M
AVUV
American Centy ETF Tr Avantis

ETFs
3.58K
+ 4.1%
$90.37 - $102.12 $324K - $366K
90.9K $9.05M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.81K
+ 1.65%
$36.04 - $38.78 $173K - $187K
297K $11.4M
DFAU
Dimensional ETF Tr

ETFs
13.9K
+ 13.98%
$42.42 - $45.96 $592K - $641K
114K $5.2M
CSM
Proshares Large Cap Core Plus

ETFs
4K
+ 3.95%
$70.54 - $76.83 $282K - $307K
105K $8.05M
AMD
Advanced Micro Devices Inc

Technology
4.7K
+ 58.24%
$134.8 - $184.42 $633K - $867K
12.8K $2.07M
DOLE
Dole PLC

Consumer Defensive
72.3K
+ 76.13%
$13.15 - $14.95 $951K - $1.08M
167K $2.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
327
+ 2.71%
$567.77 - $614.76 $186K - $201K
12.4K $7.59M
AMZN
Amazon Com Inc

Consumer Cyclical
3.19K
+ 19.72%
$211.65 - $238.24 $674K - $759K
19.3K $4.25M
AVDE
American Centy ETF Tr Avantis

ETFs
5.59K
+ 10.78%
$73.24 - $79.04 $409K - $442K
57.4K $4.53M
PAGS
Pag Seguro Digital Ltd.

Technology
59.4K
+ 21.51%
$7.75 - $10.74 $460K - $638K
335K $3.35M
HPE
Hewlett Packard Enterprise CO

Technology
1.28K
+ 0.81%
$19.81 - $25.24 $25.4K - $32.4K
160K $3.94M
SUZ
Suzano S.A.

Basic Materials
70.8K
+ 22.29%
$8.93 - $10.11 $632K - $716K
388K $3.65M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.67K
+ 24.3%
$105.93 - $131.8 $283K - $352K
13.7K $1.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
13.2K
+ 11.48%
$30.76 - $33.01 $407K - $436K
128K $4.21M
PYPL
Pay Pal Holdings, Inc.

Financial Services
12.5K
+ 34.7%
$65.64 - $78.22 $822K - $980K
48.6K $3.26M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.55K
+ 20.73%
$100.37 - $100.74 $557K - $559K
32.3K $3.26M
AGNC
Agnc Investment Corp.

Real Estate
49.2K
+ 38.64%
$9.2 - $10.37 $453K - $510K
177K $1.73M
FNDF
Schwab Fundamental Intl Large

ETFs
7.23K
+ 8.74%
$39.84 - $43.15 $288K - $312K
89.9K $3.86M
CSCO
Cisco Systems, Inc.

Technology
8.23K
+ 32.0%
$66.2 - $71.79 $545K - $591K
33.9K $2.32M
TMO
Thermo Fisher Scientific Inc.

Healthcare
591
+ 19.99%
$404.94 - $499.99 $239K - $295K
3.55K $1.72M
AVEM
American Centy ETF Tr Avantis

ETFs
1.56K
+ 2.83%
$68.33 - $75.41 $106K - $117K
56.4K $4.24M
GM
General Motors CO

Consumer Cyclical
3.66K
+ 19.05%
$48.89 - $61.24 $179K - $224K
22.9K $1.39M
RTX
Raytheon Technologies Corp

Industrials
1.06K
+ 8.56%
$144.19 - $167.33 $153K - $178K
13.5K $2.25M
ALLY
Ally Financial Inc.

Financial Services
10.8K
+ 28.42%
$36.95 - $44.58 $399K - $482K
48.8K $1.91M
NKE
Nike, Inc.

Consumer Cyclical
6.39K
+ 59.23%
$69.24 - $79.24 $442K - $506K
17.2K $1.2M
NVDA
Nvidia Corp

Technology
506
+ 4.48%
$153.3 - $186.58 $77.6K - $94.4K
11.8K $2.2M
FNDA
Schwab Fundamental U S Small C

ETFs
6.59K
+ 8.41%
$28.75 - $31.93 $189K - $210K
84.9K $2.65M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
5.72K
+ 1.3%
$21.15 - $22.45 $121K - $128K
446K $9.96M
CRTO
Criteo S.A.

Communication Services
20.4K
+ 35.31%
$21.86 - $24.92 $446K - $508K
78.2K $1.77M
AON
Aon PLC

Financial Services
1.08K
+ 40.37%
$350.91 - $375.27 $377K - $403K
3.74K $1.33M
DFAI
Dimensional ETF Tr

ETFs
5.32K
+ 5.59%
$34.05 - $36.55 $181K - $194K
100K $3.65M
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
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
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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