Waterfront Wealth Inc. Sells in Q3 2025

Waterfront Wealth Inc.

  • $459 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-3
- 0.12%
$550.18 - $598.96 $1.65K - $1.8K
2.47K $1.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-761
- 4.99%
$28.92 - $32.19 $22K - $24.5K
14.5K $462K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-67
- 1.86%
$132.9 - $142.03 $8.9K - $9.52K
3.53K $496K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-96
- 5.92%
$546.99 - $602.2 $52.5K - $57.8K
1.53K $915K
PFE
Pfizer Inc

Healthcare
-10
- 0.05%
$23.29 - $25.88 $233 - $259
18.5K $470K
VTI
Vanguard Total Stock Market Et

ETFs
-19
- 1.42%
$303.93 - $329.86 $5.77K - $6.27K
1.32K $431K
PEP
Pepsico Inc

Consumer Defensive
-9
- 0.28%
$133.81 - $152.16 $1.2K - $1.37K
3.22K $452K
AEE
Ameren Corp

Utilities
-250
- 3.33%
$95.0 - $104.38 $23.8K - $26.1K
7.25K $757K
XOM
Exxon Mobil Corp

Energy
-71
- 0.76%
$105.83 - $117.22 $7.51K - $8.32K
9.28K $1.05M
UNP
Union Pacific Corp

Industrials
-131
- 1.12%
$214.91 - $237.16 $28.2K - $31.1K
11.5K $2.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-180
- 6.25%
$420.11 - $472.68 $75.6K - $85.1K
2.7K $1.26M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-354
- 1.02%
$31.31 - $34.54 $11.1K - $12.2K
34.3K $1.16M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-58
- 1.86%
$339.37 - $366.46 $19.7K - $21.3K
3.07K $1.12M
CVX
Chevron Corp

Energy
-15
- 0.26%
$145.57 - $161.83 $2.18K - $2.43K
5.81K $901K
TSCO
Tractor Supply CO

Consumer Cyclical
-30
- 0.14%
$54.08 - $62.65 $1.62K - $1.88K
21.8K $1.24M
RCKY
Rocky Brands, Inc.

Consumer Cyclical
-5.32K
- 16.28%
$22.77 - $30.68 $121K - $163K
27.3K $813K
COUR
Coursera, Inc.

Consumer Defensive
-35.7K
- 20.74%
$8.09 - $12.7 $289K - $454K
137K $1.6M
GE
General Electric CO

Industrials
-22
- 0.94%
$244.75 - $305.63 $5.38K - $6.72K
2.32K $698K
LOW
Lowes Companies Inc

Consumer Cyclical
-117
- 2.32%
$215.01 - $273.02 $25.2K - $31.9K
4.93K $1.24M
AVDV
American Centy ETF Tr Avantis

ETFs
-3.06K
- 7.5%
$79.24 - $89.03 $242K - $272K
37.7K $3.36M
DFAE
Dimensional ETF Tr

ETFs
-3.84K
- 3.97%
$28.84 - $31.84 $111K - $122K
92.9K $2.93M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-172
- 1.98%
$89.32 - $107.82 $15.4K - $18.5K
8.53K $919K
CSIQ
Canadian Solar Inc.

Technology
-15.8K
- 8.79%
$9.51 - $14.09 $151K - $223K
164K $2.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
-265
- 3.69%
$617.65 - $666.84 $164K - $177K
6.91K $4.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-932
- 1.9%
$49.43 - $54.52 $46.1K - $50.8K
48K $2.6M
ORCL
Oracle Corp

Technology
-65
- 2.04%
$218.96 - $328.33 $14.2K - $21.3K
3.12K $877K
VTRS
Viatris Inc

Healthcare
-5.37K
- 2.09%
$8.74 - $10.69 $46.9K - $57.4K
251K $2.49M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-189
- 0.78%
$47.38 - $57.71 $8.95K - $10.9K
23.9K $1.29M
DQ
Daqo New Energy Corp.

Technology
-25.5K
- 33.41%
$15.3 - $30.92 $390K - $789K
50.8K $1.43M
IPGP
Ipg Photonics Corp

Technology
-69
- 0.26%
$71.05 - $84.98 $4.9K - $5.86K
26.4K $2.09M
EA
Electronic Arts Inc.

Communication Services
-25
- 0.35%
$147.79 - $202.05 $3.69K - $5.05K
7.14K $1.44M
GOOG
Alphabet Inc.

Communication Services
-40
- 0.76%
$175.16 - $255.24 $7.01K - $10.2K
5.2K $1.27M
ABBV
Abb Vie Inc.

Healthcare
-3
- 0.03%
$184.85 - $231.54 $555 - $695
10K $2.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-103
- 0.33%
$459.11 - $506.91 $47.3K - $52.2K
30.8K $15.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-2
- 0.04%
$293.94 - $444.72 $588 - $889
4.64K $2.06M
JEF
Jefferies Financial Group Inc.

Financial Services
-33
- 0.02%
$54.67 - $70.36 $1.8K - $2.32K
146K $9.56M
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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