Waterfront Wealth Inc. Incresed Positions in Q4 2025

Waterfront Wealth Inc.

  • $462 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
8.17K
+ 226.93%
$244.41 - $311.0 $2M - $2.54M
11.8K $3.2M
CRTO
Criteo S.A.

Communication Services
63.6K
+ 81.39%
$19.65 - $22.88 $1.25M - $1.46M
142K $2.94M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
202K
+ 9.86%
$5.71 - $5.92 $1.15M - $1.2M
2.25M $12.9M
GOOGL
Alphabet Inc.

Communication Services
65
+ 0.22%
$236.57 - $291.31 $15.4K - $18.9K
30K $8.29M
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.03%
$164.01 - $264.33 $656 - $1.06K
12.8K $3.07M
DXC
Dxc Technology CO

Technology
78.7K
+ 55.37%
$12.82 - $14.2 $1.01M - $1.12M
221K $2.85M
CVX
Chevron Corp

Energy
5.65K
+ 97.28%
$148.9 - $157.72 $841K - $891K
11.5K $1.77M
WDAY
Workday, Inc.

Technology
3.73K
+ 103.85%
$223.49 - $245.67 $833K - $915K
7.31K $1.69M
ASIX
Advan Six Inc.

Basic Materials
53.3K
+ 380.73%
$15.38 - $20.66 $819K - $1.1M
67.3K $1.06M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.4K
+ 19.78%
$100.37 - $100.72 $642K - $644K
38.7K $3.89M
KOP
Koppers Holdings Inc.

Basic Materials
15.5K
+ 41.08%
$26.35 - $29.41 $408K - $455K
53.2K $1.54M
BHF
Brighthouse Financial, Inc.

Financial Services
192
+ 0.55%
$45.14 - $66.01 $8.67K - $12.7K
35.1K $2.31M
CSM
Proshares Large Cap Core Plus

ETFs
3.92K
+ 3.73%
$75.0 - $78.94 $294K - $310K
109K $8.47M
DQ
Daqo New Energy Corp.

Technology
3.73K
+ 7.33%
$23.73 - $35.69 $88.4K - $133K
54.6K $1.83M
XLK
Technology Sector Spdr

ETFs
1.32K
+ 96.85%
$278.39 - $304.13 $367K - $401K
2.68K $773K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
484
+ 3.9%
$600.51 - $631.95 $291K - $306K
12.9K $7.96M
AVDE
American Centy ETF Tr Avantis

ETFs
3.34K
+ 5.81%
$77.65 - $81.2 $259K - $271K
60.8K $4.88M
FNDF
Schwab Fundamental Intl Large

ETFs
3.99K
+ 4.44%
$42.35 - $45.18 $169K - $180K
93.9K $4.21M
AVEM
American Centy ETF Tr Avantis

ETFs
2.62K
+ 4.65%
$73.09 - $78.36 $192K - $205K
59K $4.58M
VTRS
Viatris Inc

Healthcare
12.4K
+ 4.93%
$9.74 - $11.2 $121K - $139K
264K $2.83M
CSCO
Cisco Systems, Inc.

Technology
54
+ 0.16%
$67.46 - $78.0 $3.64K - $4.21K
34K $2.64M
TMO
Thermo Fisher Scientific Inc.

Healthcare
11
+ 0.31%
$524.58 - $588.02 $5.77K - $6.47K
3.56K $2.02M
AVUV
American Centy ETF Tr Avantis

ETFs
4.68K
+ 5.15%
$95.19 - $100.66 $446K - $471K
95.6K $9.33M
GOOG
Alphabet Inc.

Communication Services
211
+ 4.06%
$237.49 - $291.74 $50.1K - $61.6K
5.41K $1.55M
PATH
Ui Path, Inc.

Technology
18.2K
+ 89.22%
$12.75 - $18.51 $232K - $336K
38.5K $540K
SNY
Sanofi

Healthcare
548
+ 1.12%
$48.09 - $52.34 $26.4K - $28.7K
49.7K $2.57M
VRSN
Verisign Inc

Technology
1.26K
+ 30.19%
$232.82 - $275.44 $294K - $347K
5.44K $1.38M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
13.2K
+ 121.34%
$14.45 - $15.42 $190K - $203K
24K $363K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.39K
+ 65.67%
$76.84 - $80.86 $183K - $193K
6.02K $476K
WMT
Walmart Inc.

Consumer Defensive
1.68K
+ 11.9%
$101.18 - $109.03 $169K - $183K
15.7K $1.62M
NVDA
Nvidia Corp

Technology
823
+ 6.98%
$179.83 - $207.04 $148K - $170K
12.6K $2.35M
AVDV
American Centy ETF Tr Avantis

ETFs
1.16K
+ 3.08%
$87.37 - $90.92 $101K - $106K
38.9K $3.51M
LEA
Lear Corp

Consumer Cyclical
481
+ 2.86%
$96.78 - $110.13 $46.6K - $53K
17.3K $1.84M
EW
Edwards Lifesciences Corp

Healthcare
46
+ 0.3%
$72.65 - $86.3 $3.34K - $3.97K
15.5K $1.33M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
27
+ 0.2%
$131.16 - $141.71 $3.54K - $3.83K
13.7K $1.93M
DOLE
Dole PLC

Consumer Defensive
2.78K
+ 1.66%
$12.68 - $13.95 $35.2K - $38.8K
170K $2.37M
RTX
Raytheon Technologies Corp

Industrials
27
+ 0.2%
$157.0 - $179.44 $4.24K - $4.84K
13.5K $2.37M
VALE
Vale S.A.

Basic Materials
1.25K
+ 1.61%
$10.75 - $12.48 $13.5K - $15.6K
79K $960K
DIHP
Dimensional ETF Tr Dimensional

ETFs
234
+ 0.17%
$30.11 - $31.43 $7.05K - $7.35K
135K $4.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
419
+ 0.33%
$32.24 - $33.72 $13.5K - $14.1K
129K $4.3M
DFAI
Dimensional ETF Tr

ETFs
386
+ 0.38%
$35.82 - $37.52 $13.8K - $14.5K
101K $3.74M
FNDC
Schwab Fundamental Intl Small

ETFs
1.81K
+ 5.23%
$43.41 - $45.12 $78.4K - $81.4K
36.3K $1.62M
BIIB
Biogen Inc.

Healthcare
38
+ 1.39%
$142.26 - $167.55 $5.41K - $6.37K
2.77K $463K
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.3K
+ 5.72%
$55.31 - $57.46 $71.8K - $74.6K
24K $1.38M
VEA
Vanguard Ftse Developed Market

ETFs
948
+ 7.27%
$59.18 - $62.09 $56.1K - $58.9K
14K $857K
LLY
Eli Lilly & CO

Healthcare
8
+ 3.02%
$799.57 - $1025.28 $6.4K - $8.2K
273 $278K
FNDA
Schwab Fundamental U S Small C

ETFs
4.71K
+ 5.54%
$29.85 - $31.55 $141K - $149K
89.6K $2.72M
AGNC
Agnc Investment Corp.

Real Estate
573
+ 0.32%
$9.88 - $10.34 $5.66K - $5.92K
177K $1.8M
MRVL
Marvell Technology, Inc.

Technology
199
+ 0.96%
$81.05 - $93.74 $16.1K - $18.7K
20.9K $1.81M
Activity Summary
Buys All Purchases 151 New Holdings 13 Increased Positions 138 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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