$283 Million is the total value of Waterfront Wealth Inc.'s 244 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 31.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $11,295,000 | +19.8% | 32,191 | +2.1% | 4.00% | +7.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $7,721,000 | -12.7% | 41,253 | +0.0% | 2.73% | -21.9% |
| AAPL | Buy | APPLE INC | $7,442,000 | -0.1% | 43,692 | +4.2% | 2.63% | -10.7% |
| JEF | Buy | JEFFERIES FINL GROUP INC | $6,534,000 | -15.1% | 200,743 | +1.2% | 2.31% | -24.1% |
| CSM | Buy | PROSHARES TRlarge cap cre | $5,622,000 | -7.7% | 105,962 | +93.8% | 1.99% | -17.4% |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $5,394,000 | +1.2% | 295,900 | +7.8% | 1.91% | -9.5% |
| VOO | Buy | VANGUARD INDEX FDS | $5,324,000 | +0.2% | 12,931 | +6.3% | 1.88% | -10.4% |
| BGY | Buy | BLACKROCK ENHANCED INTL DIV | $4,725,000 | -5.1% | 834,682 | +5.3% | 1.67% | -15.2% |
| EUFN | Buy | ISHARES TRmsci euro fl etf | $4,691,000 | +15.3% | 252,127 | +24.3% | 1.66% | +3.0% |
| BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $3,598,000 | -2.4% | 368,474 | +0.7% | 1.27% | -12.8% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $3,255,000 | +2.3% | 54,599 | +8.8% | 1.15% | -8.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,217,000 | -5.6% | 7,183 | +0.1% | 1.14% | -15.6% |
| ALLY | Buy | ALLY FINL INC | $3,121,000 | +4.5% | 72,864 | +16.1% | 1.10% | -6.6% |
| BLW | Buy | BLACKROCK LTD DURATION INCOM | $2,806,000 | +21.9% | 198,335 | +45.2% | 0.99% | +9.0% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,707,000 | -4.2% | 34,329 | +2.7% | 0.96% | -14.4% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $2,670,000 | -0.9% | 34,475 | +2.0% | 0.94% | -11.4% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $2,464,000 | +180.3% | 39,900 | +201.8% | 0.87% | +150.6% |
| UNP | Buy | UNION PAC CORP | $2,403,000 | +5.5% | 9,970 | +10.3% | 0.85% | -5.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,282,000 | +23.3% | 847 | +32.6% | 0.81% | +10.2% |
| AOD | Buy | ABERDEEN TOTAL DYNAMIC DIVD | $2,268,000 | -5.0% | 236,746 | +1.4% | 0.80% | -15.0% |
| AAWW | Buy | ATLAS AIR WORLDWIDE HLDGS IN | $2,250,000 | -21.8% | 33,911 | +10.9% | 0.80% | -30.1% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $2,219,000 | -5.9% | 63,867 | +1.3% | 0.78% | -16.0% |
| MSFT | Buy | MICROSOFT CORP | $2,191,000 | +32.1% | 7,324 | +48.5% | 0.78% | +18.0% |
| GM | Buy | GENERAL MTRS CO | $1,893,000 | -21.9% | 48,098 | +16.4% | 0.67% | -30.1% |
| M | Buy | MACYS INC | $1,774,000 | +79.0% | 76,045 | +101.0% | 0.63% | +60.2% |
| BGT | Buy | BLACKROCK GLOBAL FLOATING RA | $1,756,000 | -7.6% | 136,942 | +0.8% | 0.62% | -17.4% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,731,000 | +12.1% | 23,969 | +44.6% | 0.61% | +0.3% |
| TEI | Buy | TEMPLETON EMERGING MKTS INCO | $1,729,000 | -2.2% | 259,368 | +6.9% | 0.61% | -12.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,716,000 | +2.4% | 36,986 | +9.2% | 0.61% | -8.4% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,645,000 | +155.4% | 57,400 | +105.5% | 0.58% | +128.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,626,000 | +2.3% | 12,726 | +7.0% | 0.58% | -8.6% |
| INTC | Buy | INTEL CORP | $1,499,000 | +25.4% | 31,722 | +36.7% | 0.53% | +12.3% |
| DQ | Buy | DAQO NEW ENERGY CORPspnsrd ads new | $1,495,000 | +184.8% | 33,991 | +160.8% | 0.53% | +154.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,483,000 | +182.5% | 17,675 | +212.0% | 0.52% | +152.4% |
| SUZ | Buy | SUZANO S Aspon ads | $1,477,000 | +52.1% | 127,018 | +41.3% | 0.52% | +36.2% |
| TPH | Buy | TRI POINTE HOMES INC | $1,467,000 | +16.9% | 75,490 | +67.8% | 0.52% | +4.4% |
| ORAN | Buy | ORANGEsponsored adr | $1,453,000 | +21.8% | 120,898 | +6.9% | 0.51% | +8.9% |
| VTRS | Buy | VIATRIS INC | $1,380,000 | -15.1% | 127,290 | +5.9% | 0.49% | -24.2% |
| NOK | Buy | NOKIA CORPsponsored adr | $1,368,000 | -7.0% | 252,486 | +6.8% | 0.48% | -16.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,353,000 | -6.2% | 4,821 | +7.3% | 0.48% | -16.1% |
| CRTO | Buy | CRITEO S Aspons ads | $1,331,000 | -8.6% | 50,024 | +33.6% | 0.47% | -18.2% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,329,000 | +6.1% | 27,990 | +14.1% | 0.47% | -5.2% |
| CSIQ | Buy | CANADIAN SOLAR INC | $1,299,000 | +98.6% | 38,301 | +83.2% | 0.46% | +77.6% |
| Buy | KYNDRYL HLDGS INC | $1,297,000 | +111.6% | 107,634 | +218.0% | 0.46% | +88.9% | |
| TSLA | Buy | TESLA INC | $1,249,000 | -2.2% | 1,210 | +0.2% | 0.44% | -12.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,234,000 | +11.1% | 8,280 | +9.6% | 0.44% | -0.7% |
| BTZ | Buy | BLACKROCK CR ALLOCATION INCO | $1,169,000 | -2.5% | 94,063 | +18.1% | 0.41% | -12.8% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $1,103,000 | -1.6% | 23,356 | +2.4% | 0.39% | -12.2% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $1,042,000 | +25.2% | 61,401 | +10.2% | 0.37% | +12.2% |
| CP | Buy | CANADIAN PAC RY LTD | $1,022,000 | +382.1% | 13,728 | +364.9% | 0.36% | +331.0% |
| AMZN | Buy | AMAZON COM INC | $1,022,000 | +103.2% | 327 | +116.6% | 0.36% | +81.9% |
| CI | Buy | CIGNA CORP NEW | $1,016,000 | +20.7% | 3,981 | +8.5% | 0.36% | +8.1% |
| FRME | Buy | FIRST MERCHANTS CORP | $964,000 | -4.4% | 24,227 | +0.7% | 0.34% | -14.5% |
| CNDT | Buy | CONDUENT INC | $936,000 | +103.9% | 170,206 | +97.8% | 0.33% | +81.9% |
| SBRA | Buy | SABRA HEALTH CARE REIT INC | $918,000 | +3.6% | 66,096 | +1.0% | 0.32% | -7.4% |
| KR | Buy | KROGER CO | $913,000 | +37.5% | 14,740 | +0.4% | 0.32% | +22.8% |
| BAC | Buy | BK OF AMERICA CORP | $905,000 | -10.5% | 22,740 | +0.1% | 0.32% | -20.0% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $884,000 | -8.3% | 16,257 | +1.2% | 0.31% | -18.1% |
| MS | Buy | MORGAN STANLEY | $856,000 | +27.8% | 10,169 | +48.9% | 0.30% | +14.3% |
| SNY | Buy | SANOFIsponsored adr | $853,000 | +21.9% | 15,189 | +8.7% | 0.30% | +9.0% |
| UNM | New | UNUM GROUP | $810,000 | – | 25,385 | +100.0% | 0.29% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $716,000 | -1.6% | 5,203 | +6.3% | 0.25% | -12.2% |
| PM | Buy | PHILIP MORRIS INTL INC | $694,000 | +82.2% | 6,938 | +73.1% | 0.25% | +62.9% |
| WHR | Buy | WHIRLPOOL CORP | $693,000 | -17.0% | 4,033 | +13.4% | 0.24% | -26.0% |
| HBI | Buy | HANESBRANDS INC | $678,000 | +7.8% | 47,308 | +25.8% | 0.24% | -3.6% |
| LLY | Buy | LILLY ELI & CO | $673,000 | +182.8% | 2,176 | +152.1% | 0.24% | +153.2% |
| PFE | Buy | PFIZER INC | $657,000 | -7.1% | 11,998 | +0.2% | 0.23% | -16.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $658,000 | +23.7% | 243 | +32.1% | 0.23% | +10.4% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $653,000 | +6.7% | 193,917 | +4.3% | 0.23% | -4.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $651,000 | +27.1% | 1,447 | +34.7% | 0.23% | +13.3% |
| CLS | Buy | CELESTICA INC | $604,000 | +5.8% | 54,091 | +5.4% | 0.21% | -5.3% |
| SRG | Buy | SERITAGE GROWTH PPTYScl a | $603,000 | -3.8% | 49,772 | +5.4% | 0.21% | -14.1% |
| KN | Buy | KNOWLES CORP | $598,000 | -10.3% | 30,521 | +6.9% | 0.21% | -19.7% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $590,000 | +23.7% | 9,556 | +29.3% | 0.21% | +10.6% |
| PGR | Buy | PROGRESSIVE CORP | $582,000 | +102.1% | 4,913 | +75.1% | 0.21% | +80.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $583,000 | +131.3% | 3,150 | +104.7% | 0.21% | +106.0% |
| ERJ | Buy | EMBRAER S.A.sponsored ads | $563,000 | -27.1% | 46,912 | +7.8% | 0.20% | -35.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $557,000 | +61.0% | 21,247 | +34.7% | 0.20% | +43.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $552,000 | +52.1% | 1,732 | +82.3% | 0.20% | +35.4% |
| STZ | New | CONSTELLATION BRANDS INCcl a | $546,000 | – | 2,256 | +100.0% | 0.19% | – |
| LOW | Buy | LOWES COS INC | $524,000 | +53.7% | 2,538 | +92.1% | 0.18% | +37.0% |
| TEX | Buy | TEREX CORP NEW | $524,000 | +72.4% | 15,960 | +130.8% | 0.18% | +54.2% |
| T | Buy | AT&T INC | $519,000 | +6.4% | 21,519 | +8.4% | 0.18% | -4.7% |
| ANTM | New | ANTHEM INC | $517,000 | – | 994 | +100.0% | 0.18% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $509,000 | +3.7% | 9,559 | +1.1% | 0.18% | -7.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $506,000 | +58.1% | 3,814 | +88.8% | 0.18% | +40.9% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $507,000 | +18.2% | 683 | +12.3% | 0.18% | +5.3% |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $506,000 | – | 3,011 | +100.0% | 0.18% | – |
| CSCO | Buy | CISCO SYS INC | $505,000 | +34.7% | 9,313 | +57.4% | 0.18% | +20.9% |
| XPER | Buy | XPERI HOLDING CORP | $489,000 | +27.0% | 30,485 | +49.9% | 0.17% | +13.8% |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $484,000 | – | 3,724 | +100.0% | 0.17% | – |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $478,000 | +23.8% | 9,950 | +33.4% | 0.17% | +10.5% |
| PI | Buy | IMPINJ INC | $471,000 | -38.4% | 9,179 | +6.5% | 0.17% | -44.7% |
| BK | Buy | BANK NEW YORK MELLON CORP | $473,000 | +44.6% | 9,799 | +74.2% | 0.17% | +29.5% |
| KO | Buy | COCA COLA CO | $452,000 | +87.6% | 7,129 | +75.0% | 0.16% | +68.4% |
| ADSK | New | AUTODESK INC | $443,000 | – | 2,170 | +100.0% | 0.16% | – |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $441,000 | +10.2% | 15,794 | +17.0% | 0.16% | -1.3% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $434,000 | – | 4,942 | +100.0% | 0.15% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $432,000 | -9.1% | 9,386 | +102.2% | 0.15% | -18.6% |
| HBM | Buy | HUDBAY MINERALS INC | $426,000 | +16.4% | 55,826 | +10.7% | 0.15% | +4.1% |
| ET | Buy | ENERGY TRANSFER L P | $426,000 | +44.9% | 38,757 | +8.5% | 0.15% | +30.2% |
| NLS | Buy | NAUTILUS INC | $426,000 | -20.2% | 110,315 | +26.7% | 0.15% | -28.4% |
| UNH | New | UNITEDHEALTH GROUP INC | $420,000 | – | 774 | +100.0% | 0.15% | – |
| New | APOLLO GLOBAL MGMT INC | $421,000 | – | 7,307 | +100.0% | 0.15% | – | |
| AMRN | Buy | AMARIN CORP PLCspons adr new | $418,000 | +497.1% | 120,066 | +481.8% | 0.15% | +428.6% |
| DBX | Buy | DROPBOX INCcl a | $419,000 | +6.1% | 18,507 | +15.1% | 0.15% | -5.1% |
| CNQ | New | CANADIAN NAT RES LTD | $407,000 | – | 6,397 | +100.0% | 0.14% | – |
| XBI | Buy | SPDR SER TRs&p biotech | $408,000 | +46.8% | 4,462 | +80.0% | 0.14% | +30.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $400,000 | +37.5% | 11,014 | +47.3% | 0.14% | +23.5% |
| BME | Buy | BLACKROCK HEALTH SCIENCES TR | $386,000 | -3.0% | 8,211 | +0.1% | 0.14% | -13.3% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $379,000 | +1.3% | 11,456 | +0.6% | 0.13% | -9.5% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $361,000 | +2.8% | 3,189 | +1.9% | 0.13% | -7.9% |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $359,000 | – | 2,727 | +100.0% | 0.13% | – |
| C | Buy | CITIGROUP INC | $356,000 | -15.8% | 7,013 | +0.0% | 0.13% | -24.6% |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $349,000 | – | 2,403 | +100.0% | 0.12% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $348,000 | – | 3,452 | +100.0% | 0.12% | – |
| K | Buy | KELLOGG CO | $345,000 | +5.2% | 5,135 | +0.9% | 0.12% | -6.2% |
| TSCO | New | TRACTOR SUPPLY CO | $341,000 | – | 1,455 | +100.0% | 0.12% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $340,000 | – | 1,856 | +100.0% | 0.12% | – |
| GDV | Buy | GABELLI DIVID & INCOME TR | $339,000 | -10.1% | 13,996 | +0.2% | 0.12% | -19.5% |
| D | New | DOMINION ENERGY INC | $333,000 | – | 3,801 | +100.0% | 0.12% | – |
| HOFT | Buy | HOOKER FURNISHINGS CORPORATI | $334,000 | +8.1% | 18,374 | +38.6% | 0.12% | -3.3% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $327,000 | -1.8% | 6,320 | +4.7% | 0.12% | -12.1% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $325,000 | +12.1% | 6,700 | +47.7% | 0.12% | 0.0% |
| AON | New | AON PLC | $326,000 | – | 977 | +100.0% | 0.12% | – |
| HHC | Buy | HOWARD HUGHES CORP | $316,000 | +1.6% | 3,255 | +6.5% | 0.11% | -8.9% |
| MSI | New | MOTOROLA SOLUTIONS INC | $313,000 | – | 1,302 | +100.0% | 0.11% | – |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $314,000 | +7.9% | 12,448 | +125.0% | 0.11% | -3.5% |
| EMR | New | EMERSON ELEC CO | $310,000 | – | 3,289 | +100.0% | 0.11% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $310,000 | +11.1% | 7,279 | +12.2% | 0.11% | 0.0% |
| SO | New | SOUTHERN CO | $310,000 | – | 4,086 | +100.0% | 0.11% | – |
| HLIT | Buy | HARMONIC INC | $306,000 | -19.9% | 35,362 | +9.0% | 0.11% | -28.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $306,000 | -5.3% | 1,360 | +1.7% | 0.11% | -15.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $306,000 | -3.5% | 1,475 | +5.2% | 0.11% | -14.3% |
| NOC | New | NORTHROP GRUMMAN CORP | $299,000 | – | 638 | +100.0% | 0.11% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $299,000 | -5.1% | 850 | +7.5% | 0.11% | -15.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $297,000 | -1.3% | 3,843 | +3.1% | 0.10% | -11.8% |
| HES | New | HESS CORP | $297,000 | – | 2,691 | +100.0% | 0.10% | – |
| PGJ | Buy | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $293,000 | +10.6% | 10,000 | +37.9% | 0.10% | -1.0% |
| IR | New | INGERSOLL RAND INC | $290,000 | – | 6,106 | +100.0% | 0.10% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $290,000 | – | 4,312 | +100.0% | 0.10% | – |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $285,000 | +11.3% | 7,460 | +3.8% | 0.10% | 0.0% |
| BC | Buy | BRUNSWICK CORP | $273,000 | +21.9% | 3,580 | +61.1% | 0.10% | +9.0% |
| ASLN | Buy | ASLAN PHARMACEUTICALS LTDads | $270,000 | -10.6% | 329,000 | +21.9% | 0.10% | -20.0% |
| LVS | New | LAS VEGAS SANDS CORP | $272,000 | – | 7,532 | +100.0% | 0.10% | – |
| CCK | New | CROWN HLDGS INC | $267,000 | – | 2,184 | +100.0% | 0.09% | – |
| EA | New | ELECTRONIC ARTS INC | $264,000 | – | 2,138 | +100.0% | 0.09% | – |
| SNA | New | SNAP ON INC | $263,000 | – | 1,254 | +100.0% | 0.09% | – |
| CRI | New | CARTERS INC | $263,000 | – | 2,964 | +100.0% | 0.09% | – |
| SHW | New | SHERWIN WILLIAMS CO | $260,000 | – | 981 | +100.0% | 0.09% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $248,000 | – | 3,934 | +100.0% | 0.09% | – |
| COP | New | CONOCOPHILLIPS | $246,000 | – | 2,430 | +100.0% | 0.09% | – |
| ABBV | New | ABBVIE INC | $245,000 | – | 1,414 | +100.0% | 0.09% | – |
| INDA | Buy | ISHARES TRmsci india etf | $242,000 | +7.1% | 5,264 | +7.0% | 0.09% | -3.4% |
| FYC | Buy | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $241,000 | +0.4% | 3,680 | +14.5% | 0.08% | -10.5% |
| F | Buy | FORD MTR CO DEL | $234,000 | -22.3% | 15,525 | +7.2% | 0.08% | -30.3% |
| WLL | New | WHITING PETE CORP NEW | $227,000 | – | 2,864 | +100.0% | 0.08% | – |
| AFL | New | AFLAC INC | $221,000 | – | 3,380 | +100.0% | 0.08% | – |
| ENB | New | ENBRIDGE INC | $218,000 | – | 4,719 | +100.0% | 0.08% | – |
| RBC | Buy | REGAL REXNORD CORPORATION | $211,000 | -14.6% | 1,528 | +5.4% | 0.08% | -23.5% |
| LNG | New | CHENIERE ENERGY INC | $213,000 | – | 1,500 | +100.0% | 0.08% | – |
| DE | New | DEERE & CO | $202,000 | – | 488 | +100.0% | 0.07% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $200,000 | – | 2,798 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 5.2% |
| COMMERCE BANCSHARES INC | 12 | Q3 2023 | 6.0% |
| UNITED PARCEL SERVICE INC | 12 | Q3 2023 | 5.0% |
| JEFFERIES FINL GROUP INC | 12 | Q3 2023 | 4.2% |
| APPLE INC | 12 | Q3 2023 | 4.0% |
| PROSHARES TR | 12 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.5% |
| ISHARES TR | 12 | Q3 2023 | 2.0% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.2% |
| KKR & CO INC | 12 | Q3 2023 | 1.6% |
View Waterfront Wealth Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-02 |
View Waterfront Wealth Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.