CIK 1775210
Waterfront Wealth Inc.
Institutional 13F holdings & portfolio
Holdings
273
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | 10K | $1M+ | SH |
| XPER | XPERI INC | 495K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 91K | $1M+ | SH |
| CRTO | CRITEO S A | 142K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 48K | $1M+ | SH |
| MS | MORGAN STANLEY | 15K | $1M+ | SH |
| UNP | UNION PAC CORP | 12K | $1M+ | SH |
| RTX | RTX CORPORATION | 14K | $1M+ | SH |
| DOLE | DOLE PLC | 170K | $1M+ | SH |
| CSCO | CISCO SYS INC | 34K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 7K | $1M+ | SH |
| UNM | UNUM GROUP | 32K | $1M+ | SH |
| VOD | VODAFONE GROUP PLC NEW | 170K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 13K | $1M+ | SH |
| SNY | SANOFI SA | 50K | $1M+ | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 14K | $1M+ | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 101K | $1M+ | SH |
| IPGP | IPG PHOTONICS CORP | 26K | $1M+ | SH |
| AMRN | AMARIN CORP PLC | 143K | $1M+ | SH |
| BHF | BRIGHTHOUSE FINL INC | 35K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 4K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 6K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| NOK | NOKIA CORP | 318K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 32K | $1M+ | SH |
| BG | BUNGE GLOBAL SA | 19K | $1M+ | SH |
| AGNC | AGNC INVT CORP | 177K | $1M+ | SH |
| EL | LAUDER ESTEE COS INC | 18K | $1M+ | SH |
| LEA | LEAR CORP | 17K | $1M+ | SH |
| ALLY | ALLY FINL INC | 49K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 11K | $1M+ | SH |
| WMT | WALMART INC | 16K | $1M+ | SH |
| CSIQ | CANADIAN SOLAR INC | 83K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 24K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| NDAQ | NASDAQ INC | 18K | $1M+ | SH |
| BX | BLACKSTONE INC | 12K | $1M+ | SH |
| TFX | TELEFLEX INCORPORATED | 17K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 32K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 36K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 15K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 21K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 11K | $1M+ | SH |
| EMBJ | EMBRAER S.A. | 21K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 22K | $1M+ | SH |
| CG | CARLYLE GROUP INC | 26K | $1M+ | SH |