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Portfolio (Quarterly) Guide ↗

Waterfront Wealth Inc.

· CIK 0001775210
13F Portfolio $544.6B AUM 283 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 130 Added 53 Reduced 12 Exited
Page 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALLY ALLY FINL INC Financial Services 51,905.0 $2.0M 0.37% +3K +6.4% $39.23 +8.1%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 33,159.0 $2.0M 0.37% +1K +4.5% $60.65 -5.2%
63 WMT WALMART INC Consumer Defensive 16,100.0 $2.0M 0.37% +351.0 +2.2% $124.28 +6.4%
64 FNDC SCHWAB STRATEGIC TR 41,954.0 $1.9M 0.36% +6K +15.5% $46.36 +6.6%
65 GRMN GARMIN LTD Technology 8,292.0 $1.9M 0.35% +3K +43.9% $232.01 -2.4%
66 LVS LAS VEGAS SANDS CORP Consumer Cyclical 34,465.0 $1.9M 0.34% +11K +45.8% $53.88 -5.9%
67 CANADIAN PACIFIC KANSAS CITY 23,345.0 $1.8M 0.34% +920.0 +4.1% $78.66
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,720.0 $1.8M 0.34% +161.0 +4.5% $491.53 -10.6%
69 C CITIGROUP INC Financial Services 15,970.0 $1.8M 0.33% +3K +27.2% $113.41 +8.2%
70 MCD MCDONALDS CORP Consumer Cyclical 5,704.0 $1.8M 0.33% +230.0 +4.2% $310.80 -9.6%
71 XOM EXXON MOBIL CORP Energy 10,366.0 $1.8M 0.32% +1K +13.3% $169.65 -5.3%
72 ODFL OLD DOMINION FREIGHT LINE IN Industrials 8,770.0 $1.7M 0.32% +476.0 +5.7% $195.40 +4.6%
73 DGS WISDOMTREE TR 28,360.0 $1.7M 0.31% +4K +18.1% $60.10 +5.8%
74 MCHP MICROCHIP TECHNOLOGY INC. Technology 25,505.0 $1.6M 0.30% +1K +5.4% $64.61 +43.1%
75 BX BLACKSTONE INC Financial Services 14,100.0 $1.6M 0.30% +2K +20.0% $114.99 +1.8%
76 NDAQ NASDAQ INC Financial Services 19,035.0 $1.6M 0.30% +1K +5.6% $84.89 +8.9%
77 EMR EMERSON ELEC CO Industrials 11,955.0 $1.6M 0.29% +607.0 +5.3% $131.02 +0.4%
78 PG PROCTER & GAMBLE CO Consumer Defensive 10,666.0 $1.5M 0.28% +105.0 +1.0% $144.44 -1.9%
79 NFLX NETFLIX INC. Communication Services 15,877.0 $1.5M 0.28% +264.0 +1.7% $96.15 -7.0%
80 AON AON PLC Financial Services 4,650.0 $1.5M 0.28% +895.0 +23.8% $322.78 +0.5%
Page 4 of 7  ·  130 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.3%
Technology 20.9%
Healthcare 9.3%
Consumer Cyclical 7.4%
Communication Services 7.2%
Industrials 5.8%
Consumer Defensive 4.8%
Energy 4.6%
Basic Materials 4.3%
Real Estate 0.7%