Waterfront Wealth Inc. Incresed Positions in Q4 2025

Waterfront Wealth Inc.

  • $462 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
98
+ 0.31%
$42.6 - $49.08 $4.17K - $4.81K
31.7K $1.49M
FYC
First Trust Small Cap Growth A

ETFs
485
+ 14.83%
$89.7 - $96.32 $43.5K - $46.7K
3.76K $342K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
316
+ 8.96%
$137.47 - $143.13 $43.4K - $45.2K
3.84K $541K
AVGO
Broadcom Inc.

Technology
64
+ 4.03%
$324.63 - $385.98 $20.8K - $24.7K
1.65K $566K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
908
+ 3.57%
$46.2 - $46.85 $41.9K - $42.5K
26.3K $1.22M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.9K
+ 3.29%
$28.9 - $30.17 $83.8K - $87.5K
91K $2.65M
CMI
Cummins Inc

Industrials
1
+ 0.1%
$407.98 - $484.34 $408 - $484
1.01K $466K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.1K
+ 7.6%
$31.41 - $33.69 $34.6K - $37.1K
15.6K $503K
BOND
Pimco Active Bond Exchange Tra

ETFs
432
+ 3.42%
$93.0 - $94.55 $40.2K - $40.8K
13.1K $1.22M
DFAU
Dimensional ETF Tr

ETFs
343
+ 0.3%
$44.77 - $47.01 $15.4K - $16.1K
114K $5.24M
JPIE
J P Morgan Exchange Traded Fd
803
+ 4.32%
$46.18 - $46.47 $37.1K - $37.3K
19.4K $896K
IBM
International Business Machines Corp

Technology
1
+ 0.05%
$275.97 - $314.98 $276 - $315
2.15K $638K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.01%
$52.54 - $55.77 $263 - $279
48K $2.63M
ABBV
Abb Vie Inc.

Healthcare
26
+ 0.26%
$211.96 - $244.38 $5.51K - $6.35K
10K $2.35M
HBM
Hudbay Minerals Inc.

Basic Materials
399
+ 1.02%
$14.85 - $17.57 $5.93K - $7.01K
39.5K $622K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1
+ 0.05%
$101.39 - $114.39 $101 - $114
2.04K $232K
PEP
Pepsico Inc

Consumer Defensive
23
+ 0.71%
$138.84 - $153.71 $3.19K - $3.54K
3.24K $479K
VUG
Vanguard Growth ETF

ETFs
38
+ 1.73%
$470.44 - $504.26 $17.9K - $19.2K
2.23K $1.08M
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.41K
+ 1.7%
$30.89 - $32.15 $43.5K - $45.2K
84K $2.64M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
200
+ 0.07%
$37.61 - $39.41 $7.52K - $7.88K
297K $11.5M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
3
+ 0.01%
$33.08 - $37.63 $99.2 - $113
31K $1.1M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1.15K
+ 4.89%
$23.66 - $23.91 $27.3K - $27.6K
24.7K $587K
META
Meta Platforms, Inc.

Communication Services
240
+ 23.51%
$609.01 - $751.67 $146K - $180K
1.26K $768K
VTV
Vanguard Value ETF

ETFs
77
+ 1.71%
$182.87 - $189.72 $14.1K - $14.6K
4.59K $858K
IWB
Ishares Tr Russell 1000 ETF

ETFs
29
+ 0.95%
$358.39 - $376.54 $10.4K - $10.9K
3.1K $1.14M
SBUX
Starbucks Corp

Consumer Cyclical
180
+ 3.57%
$78.46 - $87.26 $14.1K - $15.7K
5.23K $443K
IPGP
Ipg Photonics Corp

Technology
48
+ 0.18%
$79.52 - $89.75 $3.82K - $4.31K
26.4K $2.1M
ET
Energy Transfer LP

Energy
1.23K
+ 2.85%
$16.29 - $17.01 $20.1K - $20.9K
44.4K $754K
DE
Deere & CO

Industrials
1
+ 0.17%
$439.11 - $480.78 $439 - $481
607 $288K
QCOM
Qualcomm Inc

Technology
55
+ 3.04%
$153.59 - $187.68 $8.45K - $10.3K
1.87K $311K
IWR
Ishares Russell Mid Cap ETF

ETFs
141
+ 3.77%
$94.02 - $97.61 $13.3K - $13.8K
3.88K $367K
VRT
Vertiv Holdings CO

Industrials
56
+ 2.55%
N/A
2.25K $195K
ITOT
Ishares Core S&P Total U.S. St

ETFs
18
+ 1.2%
$142.79 - $150.05 $2.57K - $2.7K
1.52K $222K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
65
+ 3.48%
$114.27 - $121.15 $7.43K - $7.87K
1.93K $225K
DGRO
Ishares Core Dividend Growth E

ETFs
17
+ 0.41%
$66.93 - $69.17 $1.14K - $1.18K
4.17K $285K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
96
+ 0.25%
$17.23 - $19.16 $1.65K - $1.84K
38.6K $719K
ADSK
Autodesk, Inc.

Technology
9
+ 0.22%
N/A
4.14K $1.02M
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.41%
N/A
1.97K $357K
Dimensional ETF Trust
909
+ 9.88%
N/A
10.1K $0
Canadian Pacific Kansas City
31
+ 0.14%
N/A
22.4K $0
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
16
+ 0.13%
$9.01 - $9.36 $144 - $150
12.6K $114K
Rbb Fund Trust
5.69K
+ 56.95%
N/A
15.7K $0
CGMS
Capital Grp Core Plus Income E
1.09K
+ 4.03%
N/A
28.1K $0
Xperi Inc
38.5K
+ 8.44%
N/A
495K $0
T Rowe Price ETF Inc
264K
+ 685.85%
N/A
302K $0
Blackrock ETF Trust Ii
490
+ 2.96%
N/A
17.1K $0
Amarin Corp PLC
64.6K
+ 82.84%
N/A
143K $0
American Centy ETF Tr
343
+ 0.86%
N/A
40.3K $0
Vitesse Energy Inc
11
+ 0.07%
N/A
15K $0
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
Track This Portfolio

Track Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email