Waterfront Wealth Inc. Sells in Q3 2025

Waterfront Wealth Inc.

  • $459 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EUFN
Ishares Msci Europe Financials

ETFs
-91.8K
- 37.59%
$31.4 - $34.74 $2.88M - $3.19M
152K $5.24M
TEI
Templeton Emerging Markets Income Fund

Financial Services
-264K
- 93.8%
$5.85 - $6.44 $1.55M - $1.7M
17.5K $108K
VOD
Vodafone Group Public LTD CO

Communication Services
-145K
- 39.02%
$10.67 - $12.06 $1.55M - $1.75M
226K $2.63M
ERJ
Embraer S.A.

Industrials
-22.7K
- 52.02%
$47.39 - $61.02 $1.08M - $1.38M
20.9K $1.27M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-160K
- 20.55%
$8.8 - $9.5 $1.4M - $1.52M
617K $5.84M
SAN
Banco Santander, S.A.

Financial Services
-135K
- 62.33%
$8.27 - $10.48 $1.12M - $1.41M
81.5K $854K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-30.8K
- 22.81%
$35.76 - $37.93 $1.1M - $1.17M
104K $3.94M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-29.7K
- 56.73%
$28.71 - $37.46 $852K - $1.11M
22.6K $801K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-9.68K
- 55.33%
$103.83 - $179.9 $1.01M - $1.74M
7.82K $1.4M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
-17.2K
- 35.73%
$32.8 - $39.43 $566K - $680K
31K $1.08M
VRSN
Verisign Inc

Technology
-1.14K
- 21.41%
$263.02 - $305.98 $299K - $348K
4.18K $1.17M
CBSH
Commerce Bancshares Inc

Financial Services
-664
- 0.49%
$58.61 - $66.11 $38.9K - $43.9K
135K $8.07M
NFLX
Netflix Inc

Communication Services
-62
- 3.77%
$1147.87 - $1297.18 $71.2K - $80.4K
1.58K $1.9M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-20.1K
- 15.49%
$10.81 - $11.15 $218K - $225K
110K $1.21M
ICE
Intercontinental Exchange, Inc.

Financial Services
-5
- 0.06%
$167.28 - $188.45 $836 - $942
8.12K $1.37M
HOFT
Hooker Furnishings Corp

Consumer Cyclical
-8.62K
- 15.68%
$9.08 - $11.52 $78.3K - $99.3K
46.4K $477K
BLW
Blackrock LTD Duration Income Trust

Financial Services
-5.26K
- 19.65%
$14.0 - $14.26 $73.7K - $75.1K
21.5K $301K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-79
- 0.55%
$60.9 - $70.75 $4.81K - $5.59K
14.2K $888K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-6.64K
- 4.7%
$28.69 - $30.59 $190K - $203K
135K $4.09M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-973
- 18.09%
$84.28 - $89.46 $82K - $87K
4.41K $391K
BMY
Bristol Myers Squibb CO

Healthcare
-437
- 1.36%
$43.31 - $48.98 $18.9K - $21.4K
31.6K $1.43M
VEA
Vanguard Ftse Developed Market

ETFs
-1.62K
- 11.06%
$56.02 - $60.3 $90.8K - $97.7K
13K $780K
CCI
Crown Castle International Corp

Real Estate
-51
- 0.65%
$92.96 - $113.91 $4.74K - $5.81K
7.79K $751K
CL
Colgate Palmolive CO

Consumer Defensive
-267
- 9.6%
$79.36 - $93.33 $21.2K - $24.9K
2.51K $200K
VIG
Vanguard Dividend Appreciation

ETFs
-240
- 10.92%
N/A
1.96K $356K
SBUX
Starbucks Corp

Consumer Cyclical
-54
- 1.06%
$81.9 - $96.86 $4.42K - $5.23K
5.05K $426K
VUG
Vanguard Growth ETF

ETFs
-288
- 11.6%
$433.97 - $484.08 $125K - $139K
2.19K $1.05M
T
At&T Inc.

Communication Services
-739
- 3.74%
$26.94 - $29.62 $19.9K - $21.9K
19K $537K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-41
- 0.3%
$61.86 - $71.34 $2.54K - $2.92K
13.5K $863K
EMR
Emerson Electric CO

Industrials
-22
- 0.19%
$128.6 - $149.63 $2.83K - $3.29K
11.4K $1.49M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-1.95K
- 15.23%
$14.12 - $15.3 $27.5K - $29.8K
10.9K $164K
FTCS
First Trust Capital Strength E

ETFs
-1.39K
- 3.4%
$89.72 - $93.74 $125K - $131K
39.5K $3.7M
KO
Coca Cola CO

Consumer Defensive
-21
- 0.65%
$65.67 - $71.67 $1.38K - $1.51K
3.21K $212K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-985
- 7.17%
$26.38 - $27.95 $26K - $27.5K
12.7K $347K
VTV
Vanguard Value ETF

ETFs
-302
- 6.28%
$175.51 - $186.57 $53K - $56.3K
4.51K $840K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-3.06K
- 2.84%
$21.84 - $22.63 $66.8K - $69.2K
104K $2.35M
FTGC
First Trust Global Tactical CO

ETFs
-1.97K
- 4.95%
$24.67 - $26.32 $48.5K - $51.7K
37.8K $977K
Amarin Corp PLC
-16.8K
- 17.7%
N/A
78K $0
Vitesse Energy Inc
-76
- 0.51%
N/A
14.9K $0
Bunge Global Sa
-59
- 0.32%
N/A
18.7K $0
Qiagen Nv
-11
- 0.05%
N/A
21.5K $0
Canadian Pacific Kansas City
-30
- 0.13%
N/A
22.4K $0
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-8.13K
- 7.44%
$29.55 - $32.52 $240K - $264K
101K $3.24M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-278
- 2.2%
$21.69 - $23.34 $6.03K - $6.49K
12.4K $287K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-171
- 1.71%
$27.61 - $29.15 $4.72K - $4.98K
9.85K $286K
IWR
Ishares Russell Mid Cap ETF

ETFs
-83
- 2.17%
$92.26 - $97.51 $7.66K - $8.09K
3.74K $361K
DGRO
Ishares Core Dividend Growth E

ETFs
-99
- 2.33%
$64.12 - $68.08 $6.35K - $6.74K
4.15K $282K
HLIT
Harmonic Inc

Technology
-400
- 1.8%
$8.35 - $10.49 $3.34K - $4.2K
21.8K $222K
CNQ
Canadian Natural Resources LTD

Energy
-94
- 0.32%
$29.31 - $32.93 $2.76K - $3.1K
29K $925K
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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