Waterfront Wealth Inc. Incresed Positions in Q3 2025

Waterfront Wealth Inc.

  • $459 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TEX
Terex Corp

Industrials
260
+ 0.66%
$48.36 - $53.52 $12.6K - $13.9K
39.7K $2.04M
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
AVGO
Broadcom Inc.

Technology
64
+ 4.19%
$264.74 - $369.57 $16.9K - $23.7K
1.59K $524K
CMI
Cummins Inc

Industrials
14
+ 1.41%
$327.85 - $426.39 $4.59K - $5.97K
1.01K $425K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
63
+ 1.02%
$82.22 - $96.68 $5.18K - $6.09K
6.23K $602K
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
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 5.57%
$357.4 - $423.42 $18.2K - $21.6K
967 $391K
TDIV
First Trust Nasdaq Technology

ETFs
20
+ 0.32%
$89.27 - $100.33 $1.79K - $2.01K
6.35K $626K
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
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
SBRA
Sabra Health Care Reit, Inc.

Real Estate
95
+ 0.25%
$17.96 - $19.62 $1.71K - $1.86K
38.5K $717K
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
META
Meta Platforms, Inc.

Communication Services
8
+ 0.79%
$695.21 - $791.73 $5.56K - $6.33K
1.02K $749K
COIN
Coinbase Global, Inc.

Technology
35
+ 4.83%
$297.99 - $419.78 $10.4K - $14.7K
760 $256K
ADSK
Autodesk, Inc.

Technology
3
+ 0.07%
N/A
4.13K $1.01M
Xperi Inc
117K
+ 34.47%
N/A
456K $0
Brookfield Corp
37K
+ 49.84%
N/A
111K $0
American Centy ETF Tr
1.12K
+ 2.88%
N/A
40K $0
Blackrock Inc
8
+ 0.52%
N/A
1.55K $0
Blackrock ETF Trust Ii
1.68K
+ 11.26%
N/A
16.6K $0
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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