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 251–273 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| FEZ | SPDR INDEX SHS FDS | 4K | $100K–$500K | SH |
| BUSE | FIRST BUSEY CORP | 10K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 621 | $100K–$500K | SH |
| HLIT | HARMONIC INC | 22K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| BME | BLACKROCK HEALTH SCIENCES TR | 5K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| SECT | NORTHERN LTS FD TR IV | 3K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 669 | $100K–$500K | SH |
| IDA | IDACORP INC | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 400 | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 825 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 752 | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 4K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 21K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 13K | $100K–$500K | SH |
| TEI | TEMPLETON EMERGING MKTS INCO | 16K | $100K–$500K | SH |
| TRX | TRX GOLD CORPORATION | 75K | $50K–$100K | SH |