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 101–150 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | 11K | $1M+ | SH |
| KOP | KOPPERS HOLDINGS INC | 53K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 26K | $1M+ | SH |
| DGS | WISDOMTREE TR | 24K | $1M+ | SH |
| LVS | LAS VEGAS SANDS CORP | 24K | $1M+ | SH |
| MMM | 3M CO | 9K | $1M+ | SH |
| C | CITIGROUP INC | 13K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| GM | GENERAL MTRS CO | 18K | $1M+ | SH |
| DQ | DAQO NEW ENERGY CORP | 55K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 8K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 8K | $1M+ | SH |
| WDAY | WORKDAY INC | 7K | $1M+ | SH |
| BSVO | EA SERIES TRUST | 55K | $1M+ | SH |
| VRSN | VERISIGN INC | 5K | $1M+ | SH |
| LOW | LOWES COS INC | 5K | $1M+ | SH |
| OSK | OSHKOSH CORP | 9K | $1M+ | SH |
| NFLX | NETFLIX INC | 16K | $1M+ | SH |
| ZTS | ZOETIS INC | 11K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 8K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 15K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| VALE | VALE S A | 79K | $1M+ | SH |
| AON | AON PLC | 4K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| LNTH | LANTHEUS HLDGS INC | 19K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| BOND | PIMCO ETF TR | 13K | $1M+ | SH |
| DES | WISDOMTREE TR | 34K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 26K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 22K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| FDP | FRESH DEL MONTE PRODUCE INC | 31K | $1M+ | SH |
| GRMN | GARMIN LTD | 6K | $1M+ | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 112K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| ADBE | ADOBE INC | 4K | $1M+ | SH |
| COUR | COURSERA INC | 184K | $1M+ | SH |
| ATEX | ANTERIX INC | 49K | $1M+ | SH |
| ASIX | ADVANSIX INC | 67K | $1M+ | SH |
| NKE | NIKE INC | 17K | $1M+ | SH |
| ADSK | AUTODESK INC | 4K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| FRME | FIRST MERCHANTS CORP | 28K | $1M+ | SH |
| HSY | HERSHEY CO | 6K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 29K | $1M+ | SH |
| KR | KROGER CO | 16K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 8K | $1M+ | SH |
| HBM | HUDBAY MINERALS INC | 39K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 14K | $1M+ | SH |