Waterfront Wealth Inc.

Q4 2024 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    255

  • Value ($000)

    $410,442

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001775210
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$14.47M
4 %

31,914

AAPL
AAPL

APPLE INC

COM
037833100
$12.45M
3 %

49,709

JEF
JEF

JEFFERIES FINL GROUP INC

COM
47233W109
$11.50M
3 %

146,655

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$9.41M
2 %

271,983

CBSH
CBSH

COMMERCE BANCSHARES INC

COM
200525103
$8.59M
2 %

137,824

ADX
ADX

ADAMS DIVERSIFIED EQUITY FD

COM
006212104
$7.97M
2 %

394,480

XBGYX
XBGYX

BLACKROCK ENHANCED INTL DIV

COM BENE INTER
092524107
$7.76M
2 %

1,461,088

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.86M
2 %

16,278

CSM
CSM

PROSHARES TR

LARGE CAP CRE
74347R248
$6.84M
2 %

103,494

RVT
RVT

ROYCE SMALL CAP TRUST INC

COM
780910105
$6.75M
2 %

426,902

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