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Home > Institutional Investor > Waterfront Wealth Inc. > Profile

Instuitional Investor - Waterfront Wealth Inc.

Fund Profile
Filing Period:
Fund Name: Waterfront Wealth Inc.
Portfolio Value $627,020,185
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 50,643 $17,181,940 2.74%
2.
Berkshire Hathaway Inc
 BRK-B 30,950 $16,683,443 2.66%
3.
Ishares Tr
 144,336 $14,560,637 2.32%
4.
American Centy Etf Tr
 109,369 $13,234,783 2.11%
5.
Proshares Trust
 TQQQ 147,172 $12,882,924 2.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.