Holdings

Waterfront Wealth Inc.

As of Jun 30, 2026, Waterfront Wealth Inc. reported 164 positions worth US$312M. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc53,949US$17M+2,682Jun 30, 2026
Berkshire Hathaway Inc.33,958US$16.8M+134Jun 30, 2026
Alphabet Inc (google) Class C33,914US$12.1M−2,440Jun 30, 2026
Commerce Bancshares, Inc.136KUS$7.93M−2,452Jun 30, 2026
Microsoft Corp.20,059US$7.72M+3,395Jun 30, 2026
Advanced Micro Devices Inc13,795US$7.7M+292Jun 30, 2026
Jefferies Financial Group Inc.146KUS$7.58M−1,054Jun 30, 2026
Micron Technology, Inc.5,670US$5.55M−7Jun 30, 2026
Marvell Technology, Inc.23,246US$5.48M+249Jun 30, 2026
Amazon.com, Inc.21,252US$5.21M−40Jun 30, 2026