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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 7 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FVD FIRST TR EXCHANGE-TRADED FD 9,255.0 $435K 0.08% +269.0 +3.0% $47.03 -0.2%
122 COP CONOCOPHILLIPS Energy 3,090.0 $408K 0.07% +652.0 +26.7% $131.99 -8.5%
123 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 367.0 $366K 0.07% +45.0 +14.0% $996.43 +5.7%
124 FNDE SCHWAB STRATEGIC TR 9,150.0 $350K 0.06% +62.0 +0.7% $38.26 +5.4%
125 QCOM QUALCOMM INC Technology 2,379.0 $306K 0.06% +513.0 +27.5% $128.78 +61.9%
126 HON HONEYWELL INTL INC Industrials 1,241.0 $281K 0.05% +49.0 +4.1% $226.03 -5.3%
127 LLY ELI LILLY & CO Healthcare 276.0 $254K 0.05% +3.0 +1.1% $919.77 +7.7%
128 FCX FREEPORT MCMORAN INC Basic Materials 4,224.0 $248K 0.05% +57.0 +1.4% $58.78 +6.3%
129 GD GENERAL DYNAMICS CORP Industrials 663.0 $228K 0.04% +42.0 +6.8% $343.22 -2.1%
130 IDA IDACORP INC Utilities 1,590.0 $227K 0.04% +10.0 +0.6% $142.97 -1.0%
Page 7 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%