Waterfront Wealth Inc. New Holdings in Q3 2025

Waterfront Wealth Inc.

  • $459 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIS
Dimensional ETF Tr Dimensional

ETFs
82.5K
New
$29.65 - $31.77 $2.45M - $2.62M
82.5K $2.61M
BHF
Brighthouse Financial, Inc.

Financial Services
34.9K
New
$43.36 - $57.59 $1.51M - $2.01M
34.9K $1.85M
VRNT
Verint Systems Inc

Technology
42.6K
New
N/A
42.6K $1.39M
LNTH
Lantheus Holdings, Inc.

Healthcare
18.5K
New
$50.11 - $83.83 $928K - $1.55M
18.5K $949K
WDAY
Workday, Inc.

Technology
3.59K
New
$213.69 - $247.69 $767K - $888K
3.59K $863K
VALE
Vale S.A.

Basic Materials
77.7K
New
$9.53 - $10.95 $740K - $851K
77.7K $843K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.08K
New
$366.54 - $479.53 $763K - $998K
2.08K $815K
BIIB
Biogen Inc.

Healthcare
2.73K
New
$122.68 - $148.84 $335K - $406K
2.73K $382K
GLW
Corning Inc

Technology
3.47K
New
$51.6 - $82.03 $179K - $285K
3.47K $284K
PATH
Ui Path, Inc.

Technology
20.4K
New
$10.44 - $13.38 $213K - $273K
20.4K $272K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.58K
New
$57.15 - $62.12 $205K - $222K
3.58K $222K
GD
General Dynamics Corp

Industrials
629
New
$293.92 - $341.0 $185K - $214K
629 $214K
ENB
Enbridge Inc

Energy
4.23K
New
$43.79 - $50.46 $185K - $213K
4.23K $213K
MO
Altria Group, Inc.

Consumer Defensive
3.17K
New
$57.75 - $67.68 $183K - $214K
3.17K $209K
SECT
Sector 10, Inc.

ETFs
3.3K
New
$57.95 - $63.16 $191K - $208K
3.3K $207K
IDA
Idacorp Inc

Utilities
1.57K
New
$115.16 - $132.15 $181K - $207K
1.57K $207K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.04K
New
$83.08 - $100.2 $169K - $204K
2.04K $204K
LLY
Eli Lilly & CO

Healthcare
265
New
$625.65 - $812.69 $166K - $215K
265 $202K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.06K
New
$30.13 - $33.37 $183K - $202K
6.06K $202K
A
Agilent Technologies, Inc.

Healthcare
1.52K
New
$112.04 - $128.75 $170K - $195K
1.52K $194K
T Rowe Price ETF Inc
38.4K
New
N/A
38.4K $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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