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Waterfront Wealth

Latest statistics and disclosures from Waterfront Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, DFAC, AAPL, CBSH, ADX, and represent 12.86% of Waterfront Wealth's stock portfolio.
Added to shares of these 10 stocks: BG, DQ, HSY, VWO, CBSH, BIDU, XBI, AGG, GE, BABA.
Started 9 new stock positions in BG, AGG, SDVY, VIG, A, JPC, GE, HSY, XBI.
Reduced shares in these 10 stocks: , SGOV, , , VIV, ALLY, KD, JEF, IBM, CNDT.
Sold out of its positions in IFV, NMZ, Nuveen Quality Pref. Inc. Fund II, TNDM, VGIT, VCIT, Bunge.
Waterfront Wealth was a net seller of stock by $-7.8M.
Waterfront Wealth has $339M in assets under management (AUM), dropping by 11.02%.
Central Index Key (CIK): 0001775210

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Portfolio Holdings for Waterfront Wealth

Waterfront Wealth holds 248 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.3	$11M		32k	356.66	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.6	$8.8M	-3%	301k	29.23	View chart
Apple (AAPL)	2.6	$8.8M		46k	192.53	View chart
Commerce Bancshares (CBSH)	2.3	$7.7M	+4%	144k	53.41	View chart
Adams Express Company (ADX)	2.1	$7.1M		399k	17.71	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.0	$6.9M	-22%	69k	100.27	View chart
United Parcel Service CL B (UPS)	1.9	$6.6M		42k	157.23	View chart
Jefferies Finl Group (JEF)	1.8	$6.1M	-9%	150k	40.41	View chart
Proshares Tr Large Cap Cre (CSM)	1.8	$6.0M		109k	54.77	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.6	$5.5M		215k	25.53	View chart
Microsoft Corporation (MSFT)	1.6	$5.5M		15k	376.04	View chart
Blackrock Enhanced Intl Div Com Bene Inter (BGY)	1.6	$5.3M		1.0M	5.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$5.0M		11k	436.80	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.5	$5.0M		199k	24.96	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	1.5	$5.0M		237k	20.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.4	$4.8M	-2%	81k	59.62	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	1.3	$4.6M		566k	8.06	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	1.3	$4.4M		316k	13.98	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.3	$4.4M		153k	28.61	View chart
Kkr & Co (KKR)	1.3	$4.3M		52k	82.85	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.2	$4.1M		162k	25.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.9M	+2%	28k	139.69	View chart
Royce Value Trust (RVT)	1.0	$3.5M	+2%	243k	14.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$3.2M		6.8k	475.30	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.0	$3.2M		40k	80.04	View chart
Macy's (M)	0.9	$3.2M	+7%	159k	20.12	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.9	$3.1M		78k	40.12	View chart
Union Pacific Corporation (UNP)	0.8	$2.8M		11k	245.62	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$2.7M		82k	33.25	View chart
Hewlett Packard Enterprise (HPE)	0.8	$2.7M		156k	16.98	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.8	$2.6M		78k	33.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$2.6M		29k	89.80	View chart
Templeton Emerging Markets Income Fund (TEI)	0.8	$2.6M		507k	5.10	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$2.5M	-5%	45k	56.39	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.7	$2.5M		39k	63.85	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$2.5M	-2%	41k	60.43	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.7	$2.5M	-3%	119k	20.80	View chart
Amazon (AMZN)	0.7	$2.3M	+3%	15k	151.94	View chart
Suzano S A Spon Ads (SUZ)	0.7	$2.2M		197k	11.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.2M	+31%	53k	41.10	View chart
Daqo New Energy Corp Spnsrd Ads New (DQ)	0.6	$2.1M	+48%	80k	26.60	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.6	$2.1M	-3%	94k	22.44	View chart
Ally Financial (ALLY)	0.6	$2.0M	-34%	57k	34.92	View chart
Xperi Common Stock (XPER)	0.6	$2.0M	+13%	177k	11.02	View chart
Embraer Sponsored Ads (ERJ)	0.6	$1.9M	-7%	106k	18.45	View chart
Nokia Corp Sponsored Adr (NOK)	0.6	$1.9M		563k	3.42	View chart
Micron Technology (MU)	0.6	$1.9M		22k	85.34	View chart
General Motors Company (GM)	0.6	$1.9M		53k	35.92	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.6	$1.9M		246k	7.69	View chart
Canadian Pacific Kansas City (CP)	0.5	$1.8M	+2%	23k	79.06	View chart
Intel Corporation (INTC)	0.5	$1.8M	-4%	36k	50.25	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$1.8M		29k	62.49	View chart
Viatris (VTRS)	0.5	$1.8M		163k	10.83	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.5	$1.7M		34k	51.55	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$1.7M		23k	75.32	View chart
Canadian Solar (CSIQ)	0.5	$1.7M	+3%	65k	26.23	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.5	$1.7M		30k	55.35	View chart
Orange Sponsored Adr (ORAN)	0.5	$1.6M		139k	11.43	View chart
Netflix (NFLX)	0.5	$1.6M	+3%	3.2k	486.88	View chart
Kyndryl Hldgs Common Stock (KD)	0.5	$1.5M	-32%	74k	20.78	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.5M		8.9k	170.11	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.4	$1.5M	-6%	144k	10.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.5M		11k	130.92	View chart
Sanofi Sponsored Adr (SNY)	0.4	$1.4M		29k	49.73	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.4	$1.4M		41k	34.86	View chart
Baidu Spon Adr Rep A (BIDU)	0.4	$1.4M	+23%	12k	119.09	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.4M		14k	99.98	View chart
Criteo S A Spons Ads (CRTO)	0.4	$1.4M		55k	25.32	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$1.4M	+20%	18k	77.51	View chart
Morgan Stanley Com New (MS)	0.4	$1.4M		15k	93.25	View chart
BlackRock (BLK)	0.4	$1.4M		1.7k	811.80	View chart
Progressive Corporation (PGR)	0.4	$1.3M	+3%	8.3k	159.28	View chart
Unum (UNM)	0.4	$1.3M	+4%	29k	45.22	View chart
International Business Machines (IBM)	0.4	$1.3M	-27%	8.0k	163.55	View chart
Bunge Global Sa Com Shs (BG)	0.4	$1.3M	NEW	13k	100.95	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$1.3M	-4%	40k	32.17	View chart
Hanesbrands (HBI)	0.4	$1.3M		281k	4.46	View chart
Vodafone Group Sponsored Adr (VOD)	0.4	$1.2M	+15%	142k	8.70	View chart
Terex Corporation (TEX)	0.4	$1.2M	-2%	21k	57.46	View chart
Zimmer Holdings (ZBH)	0.4	$1.2M	+2%	10k	121.70	View chart
Hilton Worldwide Holdings (HLT)	0.3	$1.2M	+3%	6.5k	182.10	View chart
Intercontinental Exchange (ICE)	0.3	$1.2M	+2%	9.1k	128.43	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.3	$1.2M		55k	21.01	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$1.2M		14k	81.55	View chart
Constellation Brands Cl A (STZ)	0.3	$1.1M	+2%	4.8k	241.75	View chart
BlackRock Floating Rate Income Trust (BGT)	0.3	$1.1M	-4%	92k	12.38	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$1.1M	-6%	12k	92.45	View chart
Paypal Holdings (PYPL)	0.3	$1.1M		19k	61.41	View chart
Abbvie (ABBV)	0.3	$1.1M	+2%	7.3k	154.97	View chart
Carlyle Group (CG)	0.3	$1.1M		28k	40.69	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$1.1M		23k	49.92	View chart
Philip Morris International (PM)	0.3	$1.1M	+2%	12k	94.08	View chart
Microchip Technology (MCHP)	0.3	$1.1M		12k	90.18	View chart
Las Vegas Sands (LVS)	0.3	$1.1M	+3%	22k	49.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.1M	+5%	3.4k	310.92	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.3	$1.1M		8.6k	123.00	View chart
Emerson Electric (EMR)	0.3	$1.0M	+2%	11k	97.33	View chart
Coca-Cola Company (KO)	0.3	$1.0M	+2%	18k	58.93	View chart
UnitedHealth (UNH)	0.3	$1.0M	+2%	2.0k	526.50	View chart
Citigroup Com New (C)	0.3	$1.0M	+2%	20k	51.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.0M	+4%	21k	47.90	View chart
Banco Santander Adr (SAN)	0.3	$1.0M		243k	4.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$990k	+5%	6.6k	149.51	View chart
Cigna Corp (CI)	0.3	$983k		3.3k	299.48	View chart
Celestica Sub Vtg Shs (CLS)	0.3	$974k		33k	29.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$973k	-2%	3.2k	303.17	View chart
Enterprise Products Partners (EPD)	0.3	$968k		37k	26.35	View chart
Tesla Motors (TSLA)	0.3	$961k	+2%	3.9k	248.48	View chart
Autodesk (ADSK)	0.3	$961k	+2%	3.9k	243.48	View chart
First Merchants Corporation (FRME)	0.3	$959k		26k	37.08	View chart
Cisco Systems (CSCO)	0.3	$952k	+2%	19k	50.52	View chart
Impinj (PI)	0.3	$935k	-11%	10k	90.03	View chart
Conduent Incorporate (CNDT)	0.3	$928k	-32%	254k	3.65	View chart
Visa Com Cl A (V)	0.3	$927k		3.6k	260.35	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.3	$921k	+2%	12k	78.13	View chart
Electronic Arts (EA)	0.3	$920k		6.7k	136.81	View chart
Marvell Technology (MRVL)	0.3	$916k		15k	60.31	View chart
Telefonica Brasil Sa New Adr (VIV)	0.3	$914k	-56%	84k	10.94	View chart
Thermo Fisher Scientific (TMO)	0.3	$890k	+18%	1.7k	530.79	View chart
Chevron Corporation (CVX)	0.3	$887k		5.9k	149.16	View chart
Mastercard Incorporated Cl A (MA)	0.3	$877k		2.1k	426.51	View chart
Canadian Natural Resources (CNQ)	0.3	$874k	+2%	13k	65.52	View chart
Kraft Heinz (KHC)	0.3	$850k	+3%	23k	36.98	View chart
Hooker Furniture Corporation (HOFT)	0.2	$840k	-18%	32k	26.08	View chart
Harmonic (HLIT)	0.2	$837k	-22%	64k	13.04	View chart
Southern Company (SO)	0.2	$829k	+2%	12k	70.12	View chart
Dominion Resources (D)	0.2	$813k		17k	47.00	View chart
Lowe's Companies (LOW)	0.2	$802k	+2%	3.6k	222.54	View chart
Ingersoll Rand (IR)	0.2	$802k	+3%	10k	77.34	View chart
Tractor Supply Company (TSCO)	0.2	$800k		3.7k	215.04	View chart
Nasdaq Omx (NDAQ)	0.2	$797k	+3%	14k	58.14	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.2	$792k		20k	40.17	View chart
Sherwin-Williams Company (SHW)	0.2	$785k	+2%	2.5k	311.92	View chart
Garmin SHS (GRMN)	0.2	$749k		5.8k	128.54	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$740k		14k	51.67	View chart
Aon Shs Cl A (AON)	0.2	$739k	+3%	2.5k	291.00	View chart
Raytheon Technologies Corp (RTX)	0.2	$738k		8.8k	84.14	View chart
Bank of New York Mellon Corporation (BK)	0.2	$711k		14k	52.05	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$707k	+2%	9.8k	72.43	View chart
Kroger (KR)	0.2	$701k		15k	45.71	View chart
Apollo Global Mgmt (APO)	0.2	$695k		7.5k	93.19	View chart
Sabra Health Care REIT (SBRA)	0.2	$685k	-2%	48k	14.27	View chart
Schlumberger Com Stk (SLB)	0.2	$679k	+3%	13k	52.04	View chart
Eli Lilly & Co. (LLY)	0.2	$674k	+2%	1.2k	582.71	View chart
Bank of America Corporation (BAC)	0.2	$674k		20k	33.67	View chart
Deutsche Bank A G Namen Akt (DB)	0.2	$665k	-3%	49k	13.55	View chart
Wal-Mart Stores (WMT)	0.2	$661k		4.2k	157.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$651k	-15%	1.4k	477.63	View chart
Hess (HES)	0.2	$643k	+2%	4.5k	144.15	View chart
Crown Castle Intl (CCI)	0.2	$635k		5.5k	115.20	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$635k		12k	52.51	View chart
Hershey Company (HSY)	0.2	$629k	NEW	3.4k	186.44	View chart
Adeia (ADEA)	0.2	$628k		51k	12.39	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$622k		2.8k	219.57	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$612k	+7%	44k	13.80	View chart
McDonald's Corporation (MCD)	0.2	$598k		2.0k	296.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$590k		24k	24.42	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$567k	-4%	12k	46.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$551k		3.3k	165.25	View chart
Ameren Corporation (AEE)	0.2	$543k		7.5k	72.34	View chart
Oracle Corporation (ORCL)	0.2	$543k		5.1k	105.44	View chart
IPG Photonics Corporation (IPGP)	0.2	$541k		5.0k	108.54	View chart
Pepsi (PEP)	0.2	$535k		3.1k	169.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$521k		2.0k	262.30	View chart
Dropbox Cl A (DBX)	0.2	$519k	-31%	18k	29.48	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$512k	+2%	52k	9.81	View chart
O'reilly Automotive (ORLY)	0.2	$509k	-2%	536.00	950.08	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.1	$500k	-9%	49k	10.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$484k		3.4k	140.93	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.1	$473k	-3%	37k	12.66	View chart
Johnson & Johnson (JNJ)	0.1	$468k		3.0k	156.76	View chart
Walt Disney Company (DIS)	0.1	$452k	-9%	5.0k	90.29	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$442k	+4%	9.3k	47.24	View chart
Boeing Company (BA)	0.1	$435k		1.7k	260.62	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$406k	-8%	37k	10.91	View chart
NVIDIA Corporation (NVDA)	0.1	$395k		798.00	495.22	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$394k		9.7k	40.56	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$391k		11k	34.36	View chart
Vitesse Energy Common Stock (VTS)	0.1	$374k		17k	21.89	View chart
Starbucks Corporation (SBUX)	0.1	$362k		3.8k	96.01	View chart
QCR Holdings (QCRH)	0.1	$355k	-11%	6.1k	58.39	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$352k		5.5k	64.09	View chart
Procter & Gamble Company (PG)	0.1	$344k		2.3k	146.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$344k	+3%	840.00	409.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$344k	+4%	1.5k	237.19	View chart
Amarin Corp Spons Adr New (AMRN)	0.1	$337k	+17%	387k	0.87	View chart
Evergy (EVRG)	0.1	$336k		6.4k	52.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$326k		4.7k	70.10	View chart
Cbre Group Cl A (CBRE)	0.1	$324k		3.5k	93.09	View chart
Natural Resource Partners L Com Unit Ltd Par (NRP)	0.1	$321k	-2%	3.5k	92.56	View chart
Tri Pointe Homes (TPH)	0.1	$318k	-3%	9.0k	35.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$311k	+16%	1.5k	213.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$310k	+20%	4.4k	70.28	View chart
Blackrock Health Sciences Trust (BME)	0.1	$307k		7.6k	40.46	View chart
Seritage Growth Pptys Cl A (SRG)	0.1	$305k	-7%	33k	9.35	View chart
Brunswick Corporation (BC)	0.1	$302k	-36%	3.1k	96.74	View chart
Kellogg Company (K)	0.1	$302k		5.4k	55.91	View chart
Northrop Grumman Corporation (NOC)	0.1	$300k		641.00	468.14	View chart
Goldman Sachs (GS)	0.1	$297k		769.00	385.77	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.1	$295k	-19%	11k	26.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$287k		3.5k	82.96	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$280k	+4%	7.8k	35.88	View chart
At&t (T)	0.1	$280k		17k	16.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$279k		7.6k	36.96	View chart
Merck & Co (MRK)	0.1	$279k		2.6k	109.02	View chart
AFLAC Incorporated (AFL)	0.1	$279k		3.4k	82.50	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$279k	-18%	6.9k	40.25	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$275k	+5%	3.5k	77.73	View chart
Pfizer (PFE)	0.1	$274k	-3%	9.5k	28.79	View chart
Colgate-Palmolive Company (CL)	0.1	$273k		3.4k	79.72	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$273k		5.6k	48.81	View chart
Verizon Communications (VZ)	0.1	$272k	-12%	7.2k	37.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$269k		2.4k	111.63	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$268k	NEW	3.0k	89.29	View chart
Qualcomm (QCOM)	0.1	$268k	-53%	1.8k	144.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$267k	NEW	2.7k	99.25	View chart
ConocoPhillips (COP)	0.1	$264k		2.3k	116.06	View chart
Home Depot (HD)	0.1	$263k	-2%	759.00	346.38	View chart
Chord Energy Corporation Com New (CHRD)	0.1	$257k		1.5k	166.22	View chart
Honeywell International (HON)	0.1	$257k		1.2k	209.71	View chart
Cheniere Energy Com New (LNG)	0.1	$256k		1.5k	170.71	View chart
Gabelli Dividend & Income Trust (GDV)	0.1	$251k		12k	21.64	View chart
Cummins (CMI)	0.1	$250k		1.0k	239.53	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$248k		6.7k	37.22	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.1	$247k	-15%	9.1k	27.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$243k	-30%	9.8k	24.79	View chart
General Electric Com New (GE)	0.1	$237k	NEW	1.9k	127.63	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$232k	-2%	4.7k	49.37	View chart
Fastenal Company (FAST)	0.1	$231k		3.6k	64.77	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$226k		4.2k	53.82	View chart
Allscripts Healthcare Solutions (MDRX)	0.1	$222k	-30%	21k	10.49	View chart
Comcast Corp Cl A (CMCSA)	0.1	$220k		5.0k	43.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$216k	-2%	2.8k	77.03	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$214k	NEW	6.5k	32.77	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$213k		10k	20.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$211k	NEW	1.2k	170.40	View chart
Agilent Technologies Inc C ommon (A)	0.1	$211k	NEW	1.5k	139.03	View chart
Crossfirst Bankshares (CFB)	0.1	$206k		15k	13.58	View chart
Pagseguro Digital Com Cl A (PAGS)	0.1	$202k	+5%	16k	12.47	View chart
Ford Motor Company (F)	0.1	$182k		15k	12.19	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$160k		11k	15.15	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$157k	NEW	23k	6.76	View chart
Japan Smaller Capitalizaion Fund (JOF)	0.0	$114k		15k	7.59	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$103k		13k	7.72	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.0	$95k		10k	9.21	View chart
HudBay Minerals (HBM)	0.0	$70k		13k	5.52	View chart
Nautilus (BFXXQ)	0.0	$31k	-5%	40k	0.77	View chart
Aslan Pharmaceuticals Spon Ads New (ASLN)	0.0	$21k	-17%	41k	0.52	View chart

Past Filings by Waterfront Wealth

SEC 13F filings are viewable for Waterfront Wealth going back to 2020

Waterfront Wealth 2023 Q4 filed Jan. 31, 2024
Waterfront Wealth 2023 Q3 filed Nov. 9, 2023
Waterfront Wealth 2023 Q2 filed July 28, 2023
Waterfront Wealth 2023 Q1 filed April 19, 2023
Waterfront Wealth 2022 Q4 filed Jan. 31, 2023
Waterfront Wealth 2022 Q3 filed Nov. 2, 2022
Waterfront Wealth 2022 Q2 filed July 25, 2022
Waterfront Wealth 2022 Q1 filed May 13, 2022
Waterfront Wealth 2021 Q4 filed Feb. 14, 2022
Waterfront Wealth 2021 Q3 filed Nov. 2, 2021
Waterfront Wealth 2021 Q2 filed Aug. 4, 2021
Waterfront Wealth 2021 Q1 filed April 23, 2021
Waterfront Wealth 2020 Q4 filed Feb. 16, 2021

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