Waterfront Wealth Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationoverland park, KS
- CIK0001775210
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
255 | $410.44M | BRK.B, AAPL, JEF, DFAC | 13F-HR | Feb 3, 2025 | 000108514625000704 | ||
253 | $408.06M | BRK.B, AAPL, JEF, DFAC | 13F-HR | Oct 31, 2024 | 000108514624005262 | ||
245 | $368.71M | BRK.B, AAPL, DFAC, ADX | 13F-HR | Aug 1, 2024 | 000108514624003415 | ||
243 | $357.39M | BRK.B, DFAC, CBSH, ADX | 13F-HR | May 13, 2024 | 000108514624002430 | ||
248 | $339.21M | BRK.B, DFAC, AAPL, CBSH | 13F-HR | Jan 31, 2024 | 000108514624000563 | ||
246 | $305.53M | BRK.B, SGOV, DFAC, AAPL | 13F-HR | Nov 9, 2023 | 000108514623004228 | ||
251 | $336.58M | BRK.B, AAPL, DFAC, VANGUARD SCOTTSDALE FDS | 13F-HR | Jul 28, 2023 | 000108514623002963 | ||
246 | $306.06M | BRK.B, CBSH, UPS, AAPL | 13F-HR | Apr 19, 2023 | 000108514623001749 | ||
245 | $291.07M | BRK.B, CBSH, UPS, AAPL | 13F-HR | Jan 31, 2023 | 000108514623000458 | ||
241 | $262.82M | BRK.B, CBSH, AAPL, UPS | 13F-HR | Nov 2, 2022 | 000108514622003706 | ||
235 | $247.50M | BRK.B, CBSH, UPS, AAPL | 13F-HR | Jul 25, 2022 | 000108514622002563 | ||
244 | $282.55M | RWT 4.75 08/15/23, BRK.B, CBSH, UPS | 13F-HR | May 13, 2022 | 000108514622002055 | ||
219 | $252.58M | BRK.B, CBSH, UPS, JEF | 13F-HR | Feb 14, 2022 | 000177521022000003 | ||
179 | $206.97M | CBSH, BRK.B, JEF, UPS | 13F-HR | Nov 2, 2021 | 000177521021000013 | ||
175 | $211.47M | CBSH, BRK.B, UPS, JEF | 13F-HR | Aug 4, 2021 | 000177521021000009 | ||
178 | $198.77M | CBSH, BRK.B, JEF, UPS | 13F-HR | Apr 23, 2021 | 000177521021000006 | ||
141 | $141.11M | CBSH, BRK.B, UPS, JEF | 13F-HR | Feb 16, 2021 | 000177521021000004 |