The Analysis of Waterfront Wealth Inc.'s Holdings
Currently, Waterfront Wealth Inc. holds 268 types of securities in its portfolio with a total value $488.3M. In the most recent quarter, they have increased their positions in RVT (+197.7K shares, valued at $3.1M), DFIS (+82.5K shares, valued at $2.6M), DFAS (+33.8K shares, valued at $2.3M); decreased their positions in EUFN (-91.8K shares, valued at $3.1M), VOD (-144.8K shares, valued at $1.7M), TEI (-264.3K shares, valued at $1.6M); initiated new positions in DFIS (+82.5K shares, valued at $2.6M), BHF (+34.9K shares, valued at $1.6M), LNTH (+18.5K shares, valued at $1.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL30.8K shares-0.33%2025-09-302025-11-06
AAPL APPLE INC50.6K shares0.23%2025-09-302025-11-06 BGY BLACKROCK ENHANCED INTL DIV2.0M shares23.28%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST296.6K shares1.65%2025-09-302025-11-06 RVT ROYCE SMALL CAP TRUST INC679.1K shares41.06%2025-09-302025-11-06 ADX ADAMS DIVERSIFIED EQUITY FD446.4K shares1.30%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR90.9K shares4.10%2025-09-302025-11-06 DFAS DIMENSIONAL ETF TRUST123.1K shares37.89%2025-09-302025-11-06 BDJ BLACKROCK ENHANCED EQUITY DI915.7K shares32.59%2025-09-302025-11-06 CSM PROSHARES TR105.2K shares3.95%2025-09-302025-11-06 JEF JEFFERIES FINL GROUP INC146.1K shares-0.02%2025-09-302025-11-06 MSFT MICROSOFT CORP15.2K shares0.50%2025-09-302025-11-06 VOO VANGUARD INDEX FDS12.4K shares2.71%2025-09-302025-11-06 GOOGL ALPHABET INC29.9K shares0.78%2025-09-302025-11-06 CBSH COMMERCE BANCSHARES INC135.1K shares-0.49%2025-09-302025-11-06 JSI JANUS DETROIT STR TR116.8K shares7.25%2025-09-302025-11-06 AOD ABRDN TOTAL DYNAMIC DIVIDEND617.0K shares-20.55%2025-09-302025-11-06 KKR KKR & CO INC45.1K shares0.00%2025-09-302025-11-06 DFAU DIMENSIONAL ETF TRUST113.7K shares13.98%2025-09-302025-11-06 EUFN ISHARES TR152.5K shares-37.59%2025-09-302025-11-06 BN BROOKFIELD CORP111.2K shares49.84%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR6.9K shares-3.69%2025-09-302025-11-06 AVDE AMERICAN CENTY ETF TR57.4K shares10.78%2025-09-302025-11-06 AVEM AMERICAN CENTY ETF TR56.4K shares2.83%2025-09-302025-11-06 DLS WISDOMTREE TR54.5K shares0.60%2025-09-302025-11-06 DFIC DIMENSIONAL ETF TRUST128.4K shares11.48%2025-09-302025-11-06 AMZN AMAZON COM INC19.3K shares19.72%2025-09-302025-11-06 DIHP DIMENSIONAL ETF TRUST134.6K shares-4.70%2025-09-302025-11-06 DUHP DIMENSIONAL ETF TRUST104.2K shares-22.81%2025-09-302025-11-06 FNDF SCHWAB STRATEGIC TR89.9K shares8.74%2025-09-302025-11-06 M MACYS INC210.0K shares5.63%2025-09-302025-11-06 NOK NOKIA CORP698.1K shares3.68%2025-09-302025-11-06 FTCS FIRST TR EXCHANGE-TRADED FD39.5K shares-3.40%2025-09-302025-11-06 HPE HEWLETT PACKARD ENTERPRISE C160.3K shares0.81%2025-09-302025-11-06 DFAI DIMENSIONAL ETF TRUST100.3K shares5.59%2025-09-302025-11-06 UPS UNITED PARCEL SERVICE INC41.7K shares1.47%2025-09-302025-11-06 SUZ SUZANO S A388.4K shares22.29%2025-09-302025-11-06 AVDV AMERICAN CENTY ETF TR37.7K shares-7.50%2025-09-302025-11-06 PYPL PAYPAL HLDGS INC48.6K shares34.70%2025-09-302025-11-06 DFEM DIMENSIONAL ETF TRUST101.1K shares-7.44%2025-09-302025-11-06 PAGS PAGSEGURO DIGITAL LTD335.3K shares21.51%2025-09-302025-11-06 AVLC AMERICAN CENTY ETF TR40.0K shares2.88%2025-09-302025-11-06 SGOV ISHARES TR32.3K shares20.73%2025-09-302025-11-06 DFAE DIMENSIONAL ETF TRUST92.9K shares-3.97%2025-09-302025-11-06 XPER XPERI INC456.4K shares34.47%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC12.8K shares58.24%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.9.9K shares3.09%2025-09-302025-11-06 BIDU BAIDU INC23.4K shares3.76%2025-09-302025-11-06 VOD VODAFONE GROUP PLC NEW226.3K shares-39.02%2025-09-302025-11-06 FNDA SCHWAB STRATEGIC TR84.9K shares8.41%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F48.0K shares-1.90%2025-09-302025-11-06 DFIS DIMENSIONAL ETF TRUST82.5K sharesnew addition2025-09-302025-11-06 SCHM SCHWAB STRATEGIC TR88.1K shares1.10%2025-09-302025-11-06 UNP UNION PAC CORP11.5K shares-1.12%2025-09-302025-11-06 VTRS VIATRIS INC251.1K shares-2.09%2025-09-302025-11-06 SNY SANOFI SA49.1K shares0.44%2025-09-302025-11-06 UNM UNUM GROUP31.9K shares8.61%2025-09-302025-11-06 SHW SHERWIN WILLIAMS CO7.2K shares140.48%2025-09-302025-11-06 CSCO CISCO SYS INC33.9K shares32.00%2025-09-302025-11-06 RTX RTX CORPORATION13.5K shares8.56%2025-09-302025-11-06 BTT BLACKROCK MUN TARGET TERM TR104.5K shares-2.84%2025-09-302025-11-06 MS MORGAN STANLEY14.9K shares0.73%2025-09-302025-11-06 CSIQ CANADIAN SOLAR INC164.4K shares-8.79%2025-09-302025-11-06 ABBV ABBVIE INC10.0K shares-0.03%2025-09-302025-11-06 IPGP IPG PHOTONICS CORP26.4K shares-0.26%2025-09-302025-11-06 DOLE DOLE PLC167.4K shares76.13%2025-09-302025-11-06 NVDA NVIDIA CORPORATION11.8K shares4.48%2025-09-302025-11-06 C CITIGROUP INC21.8K shares-30.27%2025-09-302025-11-06 TEX TEREX CORP NEW39.7K shares0.66%2025-09-302025-11-06 TSLA TESLA INC4.6K shares-0.04%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC3.5K shares19.99%2025-09-302025-11-06 ALLY ALLY FINL INC48.8K shares28.42%2025-09-302025-11-06 FV FIRST TR EXCHANGE TRADED FD31.7K shares0.76%2025-09-302025-11-06 DXC DXC TECHNOLOGY CO142.2K shares818.61%2025-09-302025-11-06 JAZZ JAZZ PHARMACEUTICALS PLC13.7K shares24.30%2025-09-302025-11-06 AGNC AGNC INVT CORP176.6K shares38.64%2025-09-302025-11-06 BX BLACKSTONE INC11.0K shares0.00%2025-09-302025-11-06 NFLX NETFLIX INC1.6K shares-3.77%2025-09-302025-11-06 BG BUNGE GLOBAL SA18.7K shares-0.32%2025-09-302025-11-06 BLK BLACKROCK INC1.5K shares0.52%2025-09-302025-11-06 EL LAUDER ESTEE COS INC17.7K shares0.16%2025-09-302025-11-06 CP CANADIAN PACIFIC KANSAS CITY22.4K shares-0.13%2025-09-302025-11-06 MCD MCDONALDS CORP5.5K shares0.09%2025-09-302025-11-06 IVV ISHARES TR2.5K shares6.69%2025-09-302025-11-06 LEA LEAR CORP16.8K shares1.12%2025-09-302025-11-06 MRVL MARVELL TECHNOLOGY INC20.7K shares12.45%2025-09-302025-11-06 AVUS AMERICAN CENTY ETF TR15.1K shares0.03%2025-09-302025-11-06 BHF BRIGHTHOUSE FINL INC34.9K sharesnew addition2025-09-302025-11-06 CRTO CRITEO S A78.2K shares35.31%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO10.5K shares514.93%2025-09-302025-11-06 NDAQ NASDAQ INC18.0K shares0.22%2025-09-302025-11-06 MCHP MICROCHIP TECHNOLOGY INC.24.1K shares29.41%2025-09-302025-11-06 GM GENERAL MTRS CO22.9K shares19.05%2025-09-302025-11-06 AMRN AMARIN CORP PLC78.0K shares-17.70%2025-09-302025-11-06 FNDC SCHWAB STRATEGIC TR34.5K shares7.97%2025-09-302025-11-06 EPD ENTERPRISE PRODS PARTNERS L49.0K shares0.18%2025-09-302025-11-06 WMT WALMART INC14.1K shares0.59%2025-09-302025-11-06 CG CARLYLE GROUP INC26.1K shares0.00%2025-09-302025-11-06 MMM 3M CO8.9K shares0.10%2025-09-302025-11-06 EMR EMERSON ELEC CO11.4K shares-0.19%2025-09-302025-11-06 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-06 COUR COURSERA INC136.5K shares-20.74%2025-09-302025-11-06 EA ELECTRONIC ARTS INC7.1K shares-0.35%2025-09-302025-11-06 GRMN GARMIN LTD5.8K shares0.00%2025-09-302025-11-06 BMY BRISTOL-MYERS SQUIBB CO31.6K shares-1.36%2025-09-302025-11-06 MA MASTERCARD INCORPORATED2.5K shares-0.12%2025-09-302025-11-06 EMBJ EMBRAER S.A.20.9K shares-52.02%2025-09-302025-11-06 GOOG ALPHABET INC5.2K shares-0.76%2025-09-302025-11-06 ADBE ADOBE INC3.7K shares42.16%2025-09-302025-11-06 BABA ALIBABA GROUP HLDG LTD7.8K shares-55.33%2025-09-302025-11-06 DQ DAQO NEW ENERGY CORP50.8K shares-33.41%2025-09-302025-11-06 DGS WISDOMTREE TR22.7K shares3.51%2025-09-302025-11-06 V VISA INC3.7K shares0.22%2025-09-302025-11-06 AON AON PLC3.7K shares40.37%2025-09-302025-11-06 ICE INTERCONTINENTAL EXCHANGE IN8.1K shares-0.06%2025-09-302025-11-06 ADSK AUTODESK INC4.1K shares0.07%2025-09-302025-11-06 IWF ISHARES TR2.7K shares-6.25%2025-09-302025-11-06 BSVO EA SERIES TRUST55.2K shares0.00%2025-09-302025-11-06 BTZ BLACKROCK CR ALLOCATION INCO109.9K shares-15.49%2025-09-302025-11-06 LVS LAS VEGAS SANDS CORP23.9K shares-0.78%2025-09-302025-11-06 LOW LOWES COS INC4.9K shares-2.32%2025-09-302025-11-06 TSCO TRACTOR SUPPLY CO21.8K shares-0.14%2025-09-302025-11-06 BOND PIMCO ETF TR12.6K shares8.85%2025-09-302025-11-06 FBND FIDELITY MERRIMACK STR TR25.4K shares6.86%2025-09-302025-11-06 NKE NIKE INC17.2K shares59.23%2025-09-302025-11-06 EW EDWARDS LIFESCIENCES CORP15.4K shares0.05%2025-09-302025-11-06 DES WISDOMTREE TR34.3K shares-1.02%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC5.7K shares0.00%2025-09-302025-11-06 IWB ISHARES TR3.1K shares-1.86%2025-09-302025-11-06 CI THE CIGNA GROUP3.6K shares0.73%2025-09-302025-11-06 KR KROGER CO15.9K shares0.52%2025-09-302025-11-06 FDP FRESH DEL MONTE PRODUCE INC31.0K shares-35.73%2025-09-302025-11-06 VRSN VERISIGN INC4.2K shares-21.41%2025-09-302025-11-06 KOP KOPPERS HOLDINGS INC37.7K shares17.72%2025-09-302025-11-06 LNTH LANTHEUS HLDGS INC18.5K sharesnew addition2025-09-302025-11-06 XOM EXXON MOBIL CORP9.3K shares-0.76%2025-09-302025-11-06 VUG VANGUARD INDEX FDS2.2K shares-11.60%2025-09-302025-11-06 QGEN QIAGEN NV21.5K shares-0.05%2025-09-302025-11-06 FRME FIRST MERCHANTS CORP27.7K shares0.88%2025-09-302025-11-06 HSY HERSHEY CO5.5K shares0.02%2025-09-302025-11-06 BAM BROOKFIELD ASSET MANAGMT LTD18.5K shares0.00%2025-09-302025-11-06 EWY ISHARES INC11.1K shares0.00%2025-09-302025-11-06 FTGC FIRST TR EXCHANGE TRAD FD VI37.8K shares-4.95%2025-09-302025-11-06 APO APOLLO GLOBAL MGMT INC7.6K shares2.48%2025-09-302025-11-06 BAC BANK AMERICA CORP18.7K shares1.31%2025-09-302025-11-06 TCAL T ROWE PRICE ETF INC38.4K sharesnew addition2025-09-302025-11-06 RDVY FIRST TR EXCHANGE TRADED FD14.2K shares2.24%2025-09-302025-11-06 QQQ INVESCO QQQ TR1.5K shares-5.92%2025-09-302025-11-06 QSR RESTAURANT BRANDS INTL INC13.5K shares-0.30%2025-09-302025-11-06 CVX CHEVRON CORP NEW5.8K shares-0.26%2025-09-302025-11-06 VALE VALE S A77.7K sharesnew addition2025-09-302025-11-06 VRTX VERTEX PHARMACEUTICALS INC2.1K sharesnew addition2025-09-302025-11-06 BINC BLACKROCK ETF TRUST II16.6K shares11.26%2025-09-302025-11-06 MDLZ MONDELEZ INTL INC14.2K shares-0.55%2025-09-302025-11-06 WDAY WORKDAY INC3.6K sharesnew addition2025-09-302025-11-06 CNQ CANADIAN NAT RES LTD29.0K shares-0.32%2025-09-302025-11-06 VRNT VERINT SYS INC42.6K sharesnew addition2025-09-302025-11-06 ORLY OREILLY AUTOMOTIVE INC8.5K shares-1.98%2025-09-302025-11-06 JPIE J P MORGAN EXCHANGE TRADED F18.6K shares17.34%2025-09-302025-11-06 ORCL ORACLE CORP3.1K shares-2.04%2025-09-302025-11-06 VTV VANGUARD INDEX FDS4.5K shares-6.28%2025-09-302025-11-06 VOT VANGUARD INDEX FDS2.8K shares0.00%2025-09-302025-11-06 FDT FIRST TR EXCH TRD ALPHDX FD10.6K shares0.00%2025-09-302025-11-06 SAN BANCO SANTANDER S.A.81.5K shares-62.33%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS13.0K shares-11.06%2025-09-302025-11-06 RCKY ROCKY BRANDS INC27.3K shares-16.28%2025-09-302025-11-06 CCI CROWN CASTLE INC7.8K shares-0.65%2025-09-302025-11-06 AEE AMEREN CORP7.3K shares-3.33%2025-09-302025-11-06 DFAX DIMENSIONAL ETF TRUST24.2K shares0.00%2025-09-302025-11-06 CGMS CAPITAL GRP FIXED INCM ETF T27.0K shares1.34%2025-09-302025-11-06 DB DEUTSCHE BANK A G22.6K shares-56.73%2025-09-302025-11-06 META META PLATFORMS INC1.0K shares0.79%2025-09-302025-11-06 ET ENERGY TRANSFER L P43.1K shares0.02%2025-09-302025-11-06 IWD ISHARES TR3.5K shares0.00%2025-09-302025-11-06 SBRA SABRA HEALTH CARE REIT INC38.5K shares0.25%2025-09-302025-11-06 GE GE AEROSPACE2.3K shares-0.94%2025-09-302025-11-06 DFAW DIMENSIONAL ETF TRUST9.2K shares7.06%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC845 shares3.55%2025-09-302025-11-06 TDIV FIRST TR EXCHANGE TRADED FD6.4K shares0.32%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS2.1K shares0.37%2025-09-302025-11-06 AIRR FIRST TR EXCHANGE TRADED FD6.2K shares1.02%2025-09-302025-11-06 HBM HUDBAY MINERALS INC39.1K shares1.97%2025-09-302025-11-06 CBRE CBRE GROUP INC3.5K shares0.00%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON2.9K shares0.07%2025-09-302025-11-06 FLBL FRANKLIN TEMPLETON ETF TR23.6K shares9.62%2025-09-302025-11-06 AVGO BROADCOM INC1.6K shares4.19%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST11.4K shares0.00%2025-09-302025-11-06 SCHA SCHWAB STRATEGIC TR18.1K shares0.01%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS3.5K shares-1.86%2025-09-302025-11-06 PEP PEPSICO INC3.2K shares-0.28%2025-09-302025-11-06 T AT&T INC19.0K shares-3.74%2025-09-302025-11-06 EVRG EVERGY INC6.1K shares0.00%2025-09-302025-11-06 F FORD MTR CO38.2K shares-0.18%2025-09-302025-11-06 K KELLANOVA5.7K shares0.72%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR14.5K shares-4.99%2025-09-302025-11-06 PFE PFIZER INC18.5K shares-0.05%2025-09-302025-11-06 FEGE RBB FUND TRUST10.0K shares84.92%2025-09-302025-11-06 VTI VANGUARD INDEX FDS1.3K shares-1.42%2025-09-302025-11-06 SBUX STARBUCKS CORP5.0K shares-1.06%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS2.0K shares-10.92%2025-09-302025-11-06 FVD FIRST TR EXCHANGE-TRADED FD9.0K shares0.00%2025-09-302025-11-06 CMI CUMMINS INC1.0K shares1.41%2025-09-302025-11-06 HOFT HOOKER FURNISHINGS CORPORATI46.4K shares-15.68%2025-09-302025-11-06 BIIB BIOGEN INC2.7K sharesnew addition2025-09-302025-11-06 QCRH QCR HOLDINGS INC5.6K shares0.00%2025-09-302025-11-06 DIS DISNEY WALT CO3.5K shares0.80%2025-09-302025-11-06 DGRW WISDOMTREE TR4.4K shares-18.09%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR1.4K shares0.00%2025-09-302025-11-06 NOC NORTHROP GRUMMAN CORP644 shares0.47%2025-09-302025-11-06 HD HOME DEPOT INC967 shares5.57%2025-09-302025-11-06 VRT VERTIV HOLDINGS CO2.2K shares0.14%2025-09-302025-11-06 AFL AFLAC INC3.4K shares0.00%2025-09-302025-11-06 IWR ISHARES TR3.7K shares-2.17%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR12.7K shares-7.17%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC8.6K shares6.32%2025-09-302025-11-06 GEV GE VERNOVA INC576 shares0.00%2025-09-302025-11-06 FNDE SCHWAB STRATEGIC TR9.1K shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW339 shares4.63%2025-09-302025-11-06 VTS VITESSE ENERGY INC14.9K shares-0.51%2025-09-302025-11-06 LNG CHENIERE ENERGY INC1.4K shares0.00%2025-09-302025-11-06 FYC FIRST TR EXCHANGE-TRADED ALP3.3K shares0.00%2025-09-302025-11-06 QCOM QUALCOMM INC1.8K shares0.06%2025-09-302025-11-06 PATH UIPATH INC20.4K sharesnew addition2025-09-302025-11-06 BEP BROOKFIELD RENEWABLE PARTNER10.6K shares0.96%2025-09-302025-11-06 INDA ISHARES TR5.4K shares0.00%2025-09-302025-11-06 BLW BLACKROCK LTD DURATION INCOM21.5K shares-19.65%2025-09-302025-11-06 FDL FIRST TR EXCHANGE-TRADED FD6.9K shares2.70%2025-09-302025-11-06 DFUV DIMENSIONAL ETF TRUST6.7K shares0.00%2025-09-302025-11-06 PGR PROGRESSIVE CORP1.3K shares0.00%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR12.4K shares-2.20%2025-09-302025-11-06 GLW CORNING INC3.5K sharesnew addition2025-09-302025-11-06 BA BOEING CO1.3K shares0.52%2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR2.0K shares9.33%2025-09-302025-11-06 SCHV SCHWAB STRATEGIC TR9.8K shares-1.71%2025-09-302025-11-06 SPYM SPDR SERIES TRUST3.6K shares0.00%2025-09-302025-11-06 DGRO ISHARES TR4.1K shares-2.33%2025-09-302025-11-06 DE DEERE & CO606 shares3.24%2025-09-302025-11-06 SDVY FIRST TR EXCHANGE-TRADED FD7.3K shares0.00%2025-09-302025-11-06 ASIX ADVANSIX INC14.0K sharesnew addition2025-09-302025-11-06 FAST FASTENAL CO6.2K shares0.16%2025-09-302025-11-06 GDV GABELLI DIVID & INCOME TR9.4K shares0.00%2025-09-302025-11-06 HON HONEYWELL INTL INC1.2K shares0.17%2025-09-302025-11-06 COIN COINBASE GLOBAL INC760 shares4.83%2025-09-302025-11-06 KO COCA COLA CO3.2K shares-0.65%2025-09-302025-11-06 BUSE FIRST BUSEY CORP9.6K shares0.00%2025-09-302025-11-06 FEZ SPDR INDEX SHS FDS3.6K sharesnew addition2025-09-302025-11-06 HLIT HARMONIC INC21.8K shares-1.80%2025-09-302025-11-06 IJR ISHARES TR1.9K shares0.00%2025-09-302025-11-06 A AGILENT TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-11-06 XBI SPDR SERIES TRUST2.0K sharesnew addition2025-09-302025-11-06 ITOT ISHARES TR1.5K shares0.00%2025-09-302025-11-06 AVLV AMERICAN CENTY ETF TR3.0K shares0.00%2025-09-302025-11-06 LLY ELI LILLY & CO265 sharesnew addition2025-09-302025-11-06 IDA IDACORP INC1.6K sharesnew addition2025-09-302025-11-06 GD GENERAL DYNAMICS CORP629 sharesnew addition2025-09-302025-11-06 BME BLACKROCK HEALTH SCIENCES TR5.6K shares0.00%2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC400 shares2.56%2025-09-302025-11-06 XLI SELECT SECTOR SPDR TR1.4K shares0.00%2025-09-302025-11-06 SECT NORTHERN LTS FD TR IV3.3K sharesnew addition2025-09-302025-11-06 MO ALTRIA GROUP INC3.2K sharesnew addition2025-09-302025-11-06 SCHE SCHWAB STRATEGIC TR6.1K sharesnew addition2025-09-302025-11-06 ENB ENBRIDGE INC4.2K sharesnew addition2025-09-302025-11-06 CL COLGATE PALMOLIVE CO2.5K shares-9.60%2025-09-302025-11-06 JPC NUVEEN PFD & INCOME OPPORTUN20.7K shares4.41%2025-09-302025-11-06 FTRI FIRST TR EXCHANGE TRADED FD10.8K shares-15.23%2025-09-302025-11-06 EXG EATON VANCE TAX-MANAGED GLOB12.6K shares0.14%2025-09-302025-11-06 TEI TEMPLETON EMERGING MKTS INCO17.5K shares-93.80%2025-09-302025-11-06 TRX TRX GOLD CORPORATION75.2K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available