Waterfront Wealth Inc.
Q1 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
257
- Value ($000)
$409,978
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001775210
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $16.66M | 4 % | 31,281 | ||
AAPL APPLE INC | COM | 037833100 | $11.22M | 3 % | 50,502 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $9.30M | 2 % | 281,768 | ||
XBGYX BLACKROCK ENHANCED INTL DIV | COM BENE INTER | 092524107 | $8.70M | 2 % | 1,550,068 | ||
CBSH COMMERCE BANCSHARES INC | COM | 200525103 | $8.49M | 2 % | 136,485 | ||
ADX ADAMS DIVERSIFIED EQUITY FD | COM | 006212104 | $7.86M | 2 % | 413,998 | ||
JEF JEFFERIES FINL GROUP INC | COM | 47233W109 | $7.84M | 2 % | 146,258 | ||
EUFN ISHARES TR | MSCI EURO FL ETF | 464289180 | $6.90M | 2 % | 242,304 | ||
CSM PROSHARES TR | LARGE CAP CRE | 74347R248 | $6.43M | 2 % | 100,965 | ||
RVT ROYCE SMALL CAP TRUST INC | COM | 780910105 | $6.29M | 2 % | 441,474 |
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