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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Waterfront Wealth Inc.

Quarter ended Q1 2023 · Filed January 31, 2023 · Accession 0001085146-23-000458

Total Value
$291.1M
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A32,701$10.1M3.47%
2COMMERCE BANCSHARES INCCBSH139,184$9.1M3.13%
3UNITED PARCEL SERVICE INCUPS41,753$7.6M2.61%
4APPLE INCAAPL49,260$7.2M2.47%
5JEFFERIES FINL GROUP INC47233W109180,524$7.1M2.43%
6VANGUARD SCOTTSDALE FDS92206C70695,722$5.7M1.97%
7ADAMS DIVERSIFIED EQUITY FD006212104336,900$5.2M1.79%
8BLACKROCK ENHANCED INTL DIVBLK881,805$4.8M1.65%
9VANGUARD INDEX FDS92290836312,719$4.7M1.63%
10PROSHARES TR74347R24897,852$4.7M1.62%
11ISHARES TR464289180234,578$4.6M1.60%
12BLACKROCK LTD DURATION INCOMBLK288,542$3.9M1.35%
13ALLY FINL INC02005N100110,907$3.6M1.23%
14ABRDN TOTAL DYNAMIC DIVIDENDAOD428,484$3.6M1.23%
15MICROSOFT CORPMSFT13,582$3.4M1.16%
16ROYCE VALUE TR INCRVT223,392$3.2M1.10%
17BROOKFIELD CORP11271J10781,834$3.1M1.06%
18FIRST TR EXCHANGE-TRADED FD33733E10440,480$3.0M1.04%
19KKR & CO INCKKRT54,437$3.0M1.04%
20VANGUARD SCOTTSDALE FDS92206C87037,480$3.0M1.04%
21ALPHABET INCGOOG29,973$3.0M1.02%
22AMERICAN CENTY ETF TR02507270350,468$2.9M1.01%
23BLACKROCK MUN TARGET TERM TRBLK128,630$2.8M0.98%
24SCHWAB STRATEGIC TR80852475588,037$2.8M0.96%
25SPDR S&P 500 ETF TRSPY6,761$2.7M0.94%
26AMERICAN CENTY ETF TR02507260447,687$2.7M0.92%
27DIMENSIONAL ETF TRUST25434V732105,520$2.6M0.90%
28MACYS INC55616P104111,826$2.6M0.89%
29AMERICAN CENTY ETF TR02507287731,739$2.6M0.88%
30TEMPLETON EMERGING MKTS INCO880192109439,831$2.6M0.88%
31DIMENSIONAL ETF TRUST25434V765104,348$2.5M0.87%
32FIRST TR EXCHANGE TRAD FD VI33739H10199,701$2.4M0.84%
33UNION PAC CORPUNP11,787$2.4M0.82%
34HEWLETT PACKARD ENTERPRISE CHPE-PC143,386$2.3M0.80%
35DIMENSIONAL ETF TRUST25434V79994,168$2.3M0.79%
36GENERAL MTRS CO37045V10058,824$2.2M0.77%
37WISDOMTREE TRWT34,025$2.1M0.73%
38BLACKROCK ENHANCED EQUITY DIBLK227,523$2.1M0.71%
39KYNDRYL HLDGS INCKD141,590$1.9M0.64%
40DIMENSIONAL ETF TRUST25434V70871,478$1.8M0.63%
41VANGUARD INTL EQUITY INDEX F92204285840,549$1.7M0.60%
42CRITEO S ACRTO57,154$1.7M0.59%
43SCHWAB STRATEGIC TR80852474849,956$1.7M0.58%
44BLACKROCK CR ALLOCATION INCOBLK149,087$1.7M0.57%
45EXXON MOBIL CORPXOM14,363$1.7M0.57%
46CANADIAN PAC RY LTD13645T10020,735$1.6M0.55%
47SCHWAB STRATEGIC TR80852450822,238$1.6M0.54%
48SUZANO S ASUZ176,314$1.6M0.54%
49INTERNATIONAL BUSINESS MACHSINTR11,566$1.6M0.53%
50VIATRIS INCVTRS137,617$1.5M0.53%
51CANADIAN SOLAR INCCSIQ37,421$1.5M0.53%
52AMAZON COM INCAMZN14,275$1.5M0.50%
53FIRST TR EXCHANGE-TRADED FD33738R60529,904$1.5M0.50%
54TRI POINTE HOMES INCTPH67,355$1.5M0.50%
55HANESBRANDS INC410345102176,653$1.4M0.49%
56CELESTICA INCCLS106,628$1.4M0.48%
57NOKIA CORPNOKBF284,384$1.3M0.46%
58DAQO NEW ENERGY CORPDQ29,411$1.3M0.46%
59ORANGEORANY127,754$1.3M0.46%
60SANOFISNYNF27,295$1.3M0.45%
61BLACKROCK INCBLK1,718$1.3M0.45%
62TELEFONICA BRASIL SAVIV164,983$1.3M0.45%
63MICRON TECHNOLOGY INCMU20,273$1.3M0.44%
64ISHARES TR46428745715,208$1.2M0.43%
65SCHWAB STRATEGIC TR80852476324,291$1.2M0.43%
66WISDOMTREE TRWT40,278$1.2M0.42%
67VANGUARD INDEX FDS9229087448,584$1.2M0.42%
68VANGUARD TAX-MANAGED FDS92194385826,538$1.2M0.42%
69CONDUENT INCCNDT250,374$1.2M0.41%
70PHILIP MORRIS INTL INC71817210911,289$1.2M0.40%
71MORGAN STANLEYMS-PQ11,935$1.2M0.40%
72SSGA ACTIVE ETF TR78467V84827,970$1.2M0.40%
73VANGUARD INDEX FDS9229087364,699$1.1M0.38%
74EMBRAER S.A.EMBJ86,168$1.1M0.38%
75AMERICAN CENTY ETF TR02507288515,116$1.1M0.38%
76CHEVRON CORP NEWCVX6,095$1.1M0.38%
77BLACKSTONE INCBX11,100$1.1M0.37%
78JAZZ PHARMACEUTICALS PLCJAZZ6,799$1.1M0.36%
79LAS VEGAS SANDS CORPLVS17,795$1.0M0.36%
80DIMENSIONAL ETF TRUST25434V50018,987$1.0M0.36%
81IMPINJ INCPI8,148$1.0M0.36%
82JPMORGAN CHASE & COVYLD7,457$1.0M0.36%
83NETFLIX INCNFLX2,891$1.0M0.36%
84BAIDU INCBAIDF7,499$1.0M0.36%
85AUTODESK INCADSK4,897$1.0M0.35%
86BLACKROCK FLOATING RATE INCBLK87,959$1.0M0.35%
87ZIMMER BIOMET HOLDINGS INCZBH8,061$1.0M0.35%
88FIRST MERCHANTS CORPFRMEP24,834$1.0M0.35%
89WISDOMTREE TRWT21,354$1.0M0.35%
90UNUM GROUPUNMA24,069$1.0M0.34%
91CARLYLE GROUP INCCGABL27,840$986,3710.34%
92VODAFONE GROUP PLC NEW92857W30882,425$956,9510.33%
93CONSTELLATION BRANDS INCSTZ4,114$941,2320.32%
94PROGRESSIVE CORP7433151036,947$937,7290.32%
95TEREX CORP NEWTEX18,564$933,9500.32%
96WALMART INCWMT6,339$908,4280.31%
97ALIBABA GROUP HLDG LTDBBAAY7,542$892,8220.31%
98AMERICAN CENTY ETF TR02507280214,807$887,3840.30%
99VISA INCV3,780$874,8430.30%
100DOMINION ENERGY INCD13,964$871,5790.30%
101XPERI INCXPER86,314$856,2350.29%
102LILLY ELI & COLLY2,504$855,2100.29%
103AMERICAN EXPRESS COAXP4,963$855,1870.29%
104ENTERPRISE PRODS PARTNERS L29379210731,763$842,6820.29%
105OREILLY AUTOMOTIVE INC67103H1071,077$830,5500.29%
106MICROCHIP TECHNOLOGY INC.MCHPP10,437$810,7190.28%
107INTERCONTINENTAL EXCHANGE IN45866F1047,458$804,3190.28%
108CISCO SYS INCCSCO16,572$803,1260.28%
109INTEL CORPINTC24,758$802,8900.28%
110ABBVIE INCABBV5,470$800,2100.27%
111EMERSON ELEC COEMR8,909$796,6890.27%
112BUNGE LIMITEDBG8,155$795,9270.27%
113ALLIANCEBERNSTEIN GLOBAL HIGAWF78,907$794,5940.27%
114HILTON WORLDWIDE HLDGS INCHLT5,489$794,2550.27%
115FIRST TR EXCHANGE-TRADED FD33738R50616,715$792,7920.27%
116COCA COLA COKO13,074$790,8640.27%
117MASTERCARD INCORPORATEDMA2,084$779,4790.27%
118CIGNA CORP NEW1255231002,520$776,8670.27%
119ISHARES TR4642876143,334$774,1550.27%
120KRAFT HEINZ COKHC19,286$765,4610.26%
121BANK AMERICA CORP06050510421,347$756,7550.26%
122COGNIZANT TECHNOLOGY SOLUTIOCTSH11,470$753,7120.26%
123RAYTHEON TECHNOLOGIES CORPRTX7,468$743,8240.26%
124UNITEDHEALTH GROUP INCUNH1,529$740,4390.25%
125PIMCO ETF TR72201R7757,703$722,0150.25%
126VERADIGM INC01988P10840,545$719,6740.25%
127TRACTOR SUPPLY COTSCO3,177$716,9250.25%
128DISNEY WALT CO2546871066,542$716,6210.25%
129TESLA INCTSLA3,936$700,2140.24%
130SABRA HEALTH CARE REIT INCSBRA51,965$699,4420.24%
131ELECTRONIC ARTS INCEA5,406$696,6350.24%
132AON PLCAON2,174$694,2580.24%
133PAYPAL HLDGS INCPYPL8,442$690,8090.24%
134BANCO SANTANDER S.A.BCDRF202,290$689,8090.24%
135PEPSICO INCPEP4,045$686,0470.24%
136KROGER COKR14,955$673,7160.23%
137PNC FINL SVCS GROUP INC6934751054,080$665,7010.23%
138BROOKFIELD ASSET MANAGMT LTD11300410520,375$662,1840.23%
139LOWES COS INC5486611073,240$656,0980.23%
140AMEREN CORPAEE7,504$654,1990.22%
141ORACLE CORPORCL-PD7,295$649,1870.22%
142HOOKER FURNISHINGS CORPORATIHOFT31,273$641,7130.22%
143CANADIAN NAT RES LTD13638510110,145$630,3010.22%
144FIRST TR EXCH TRD ALPHDX FD33737J17411,924$626,1290.22%
145ISHARES TR4642872001,520$619,6280.21%
146V F CORPVFC19,804$602,4080.21%
147HARMONIC INCHLIT40,728$600,7380.21%
148MARVELL TECHNOLOGY INCMRVL13,406$593,2030.20%
149DIMENSIONAL ETF TRUST25434V88023,780$560,4950.19%
150HESS CORPHESM3,584$560,0050.19%
151MOTOROLA SOLUTIONS INCMSI2,197$558,9260.19%
152DEUTSCHE BANK A GD1819089841,462$556,8350.19%
153ISHARES TR46428868716,656$556,1540.19%
154MCDONALDS CORPMCD2,041$556,1290.19%
155DROPBOX INCDBX23,564$551,1620.19%
156JOHNSON & JOHNSONJNJ3,267$549,5500.19%
157ENERGY TRANSFER L PET-PI40,475$540,7480.19%
158SOUTHERN COSOMN7,877$535,0950.18%
159BANK NEW YORK MELLON CORP06405810010,629$532,0820.18%
160ISHARES TR4642875983,334$529,4730.18%
161APOLLO GLOBAL MGMT INC03769M1067,453$527,8210.18%
162CARTERS INCCRI6,415$521,6550.18%
163MONDELEZ INTL INC6092071057,863$508,1130.17%
164SHERWIN WILLIAMS COSHW2,221$506,3220.17%
165BLACKROCK CORE BD TRBLK44,947$503,4050.17%
166SERITAGE GROWTH PPTYS81752R10041,897$501,9260.17%
167PFIZER INCPFE11,228$491,6670.17%
168INGERSOLL RAND INCIR8,576$477,3640.16%
169CROWN HLDGS INCCCK5,255$464,8080.16%
170ISHARES TR4642876221,947$436,2250.15%
171RESTAURANT BRANDS INTL INC76131D1036,445$431,7260.15%
172SCHWAB STRATEGIC TR80852470616,092$421,7710.14%
173ELEVANCE HEALTH INCELV853$420,3250.14%
174BLACKROCK FLOATING RATE INCOBLK35,687$418,6120.14%
175ADEIA INCADEA37,443$417,1110.14%
176STARBUCKS CORPSBUX3,819$416,3470.14%
177SCHWAB STRATEGIC TR8085246079,330$413,2260.14%
178BROOKFIELD RENEWABLE PARTNERG1625810813,862$406,2950.14%
179AT&T INCT-PC20,116$401,3140.14%
180EVERGY INCEVRG6,441$397,6670.14%
181CITIGROUP INCC-PR7,523$390,1530.13%
182BRUNSWICK CORPBC-PC4,863$387,6090.13%
183VERIZON COMMUNICATIONS INCVZ9,284$377,2910.13%
184DIMENSIONAL ETF TRUST25434V80711,387$376,7960.13%
185FIRST TR VALUE LINE DIVID IN33734H1068,894$360,3850.12%
186KELLOGG COBEKE5,262$355,7390.12%
187BOEING COBA-PA1,667$351,9680.12%
188ALPHABET INCGOOG3,473$349,7660.12%
189QCR HOLDINGS INCQCRH6,854$344,9620.12%
190AMARIN CORP PLCAMRN184,928$342,1170.12%
191PROCTER AND GAMBLE CO7427181092,382$334,8810.12%
192BLACKROCK HEALTH SCIENCES TRBLK7,742$334,2140.11%
193VANGUARD INDEX FDS9229087511,667$333,2910.11%
194LEAR CORPLEA2,348$329,9480.11%
195SCHWAB STRATEGIC TR8085244094,794$327,9100.11%
196SPDR SER TR78464A8703,604$322,1620.11%
197SCHWAB STRATEGIC TR8085248059,118$320,7710.11%
198VANGUARD CHARLOTTE FDS92203J4076,381$310,1660.11%
199FIRST TR EXCHANGE-TRADED FD33738R1185,904$305,1190.10%
200FIRST TR MORNINGSTAR DIVID L3369171097,996$301,7690.10%
201CBRE GROUP INCCBRE3,475$293,4990.10%
202SCHWAB STRATEGIC TR80852473010,781$293,4590.10%
203VANGUARD WHITEHALL FDS9219464062,649$292,0790.10%
204QUALCOMM INCQCOM2,180$290,8120.10%
205CONOCOPHILLIPSCOP2,276$281,3190.10%
206NORTHROP GRUMMAN CORPNOC638$279,2210.10%
207VANGUARD INDEX FDS9229087691,365$278,4200.10%
208MERCK & CO INCMRK2,586$272,5130.09%
209GOLDMAN SACHS GROUP INCGSCE769$271,9950.09%
210VANGUARD BD INDEX FDS9219378273,533$268,9830.09%
211HOME DEPOT INCHD849$268,7220.09%
212GABELLI DIVID & INCOME TR36242H10412,231$266,5100.09%
213INVESCO QQQ TRIVZ884$261,9390.09%
214CUMMINS INCCMI1,043$259,4810.09%
215HONEYWELL INTL INC4385161061,233$256,6240.09%
216NAVIENT CORPORATIONJSM13,724$254,9850.09%
217SCHWAB STRATEGIC TR80852484712,100$254,4630.09%
218AFLAC INCAFL3,380$246,4360.08%
219COLGATE PALMOLIVE COCL3,417$244,6230.08%
220ISHARES TR46434V6214,747$242,5890.08%
221LABORATORY CORP AMER HLDGS50540R409953$242,3480.08%
222DIMENSIONAL ETF TRUST25434V7246,654$235,2850.08%
223ISHARES TR4642874993,223$233,8610.08%
224CHORD ENERGY CORPORATIONCHRD1,590$232,3280.08%
225WISDOMTREE TRWT3,660$227,0300.08%
226CHENIERE ENERGY INCLNG1,500$225,3900.08%
227ISHARES TR46429B5985,499$224,6340.08%
228NUVEEN MUN HIGH INCOME OPPORNU19,950$218,0540.07%
229NUVEEN PFD & INCOME SECS FDNU22,448$214,2130.07%
230SCHWAB STRATEGIC TR8085243003,460$211,6830.07%
231GARMIN LTDGRMN2,140$211,1970.07%
232NEXTERA ENERGY INCNEE-PW2,790$210,8680.07%
233ASLAN PHARMACEUTICALS LTD04522R101281,775$209,8940.07%
234FIRST CTZNS BANCSHARES INC N31946M103272$209,5430.07%
235DEERE & CODE488$204,0720.07%
236CROSSFIRST BANKSHARES INC22766M10915,150$195,8900.07%
237REDWOOD TRUST INCRWTQ198,000$194,5350.07%
238FORD MTR CO DEL34537086013,963$185,2920.06%
239TORTOISE PWR & ENERGY INFRAS89147X10411,350$155,8360.05%
240EATON VANCE TAX-MANAGED GLOBETN18,648$147,5060.05%
241PLAINS ALL AMERN PIPELINE L72650310510,540$136,5980.05%
242NAUTILUS INCNAUT64,466$116,0390.04%
243JAPAN SMALLER CAPITALIZATIONJOF15,000$102,9000.04%
244HUDBAY MINERALS INCHBM17,588$100,2500.03%
245GATOS SILVER INC36803610910,000$52,4000.02%