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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 2024 · Filed May 13, 2024 · Accession 0001085146-24-002430

Total Value
$357.4M
Positions
243
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (243)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A31,965$12.9M3.61%
2DIMENSIONAL ETF TRUST25434V708290,701$8.9M2.49%
3COMMERCE BANCSHARES INCCBSH141,752$7.9M2.20%
4ADAMS DIVERSIFIED EQUITY FD006212104380,150$7.2M2.01%
5APPLE INCAAPL39,986$6.8M1.90%
6JEFFERIES FINL GROUP INC47233W109150,805$6.6M1.84%
7BLACKROCK ENHANCED INTL DIVBLK1,254,576$6.6M1.84%
8ABRDN TOTAL DYNAMIC DIVIDENDAOD803,257$6.4M1.80%
9PROSHARES TR74347R248106,261$6.1M1.72%
10UNITED PARCEL SERVICE INCUPS41,701$6.1M1.71%
11MICROSOFT CORPMSFT14,912$6.1M1.71%
12ISHARES TR46436E71860,419$6.1M1.70%
13ISHARES TR464289180232,736$5.2M1.46%
14VANGUARD INDEX FDS92290836311,141$5.2M1.45%
15KKR & CO INCKKRT51,990$4.9M1.38%
16ALPHABET INCGOOG28,431$4.9M1.37%
17BLACKROCK ENHANCED EQUITY DIBLK537,871$4.3M1.21%
18DIMENSIONAL ETF TRUST25434V831140,946$4.3M1.19%
19DIMENSIONAL ETF TRUST25434V765160,411$4.2M1.17%
20ROYCE VALUE TR INCRVT267,736$3.8M1.07%
21DIMENSIONAL ETF TRUST25434V50064,219$3.8M1.06%
22BLACKROCK LTD DURATION INCOMBLK267,194$3.6M1.01%
23AMERICAN CENTY ETF TR02507287737,579$3.4M0.94%
24SPDR S&P 500 ETF TRSPY6,664$3.4M0.94%
25FIRST TR EXCHANGE-TRADED FD33733E10439,191$3.2M0.90%
26DIMENSIONAL ETF TRUST25434V799121,144$3.2M0.89%
27MACYS INC55616P104171,959$3.1M0.88%
28BROOKFIELD CORP11271J10776,410$3.1M0.86%
29TEMPLETON EMERGING MKTS INCO880192109565,828$2.9M0.82%
30AMERICAN CENTY ETF TR02507260450,078$2.9M0.82%
31DIMENSIONAL ETF TRUST25434V732113,469$2.9M0.82%
32SCHWAB STRATEGIC TR80852475580,919$2.8M0.79%
33AMERICAN CENTY ETF TR02507270344,890$2.8M0.78%
34EMBRAER S.A.EMBJ108,670$2.8M0.78%
35WISDOMTREE TRWT43,782$2.8M0.78%
36DIMENSIONAL ETF TRUST25434V10479,044$2.8M0.78%
37UNION PAC CORPUNP11,404$2.8M0.78%
38SUZANO S ASUZ225,956$2.7M0.74%
39DIMENSIONAL ETF TRUST25434V20387,713$2.6M0.72%
40NOKIA CORPNOKBF690,758$2.5M0.71%
41CANADIAN SOLAR INCCSIQ167,859$2.5M0.69%
42AMERICAN CENTY ETF TR02507280238,144$2.5M0.69%
43BLACKROCK MUN TARGET TERM TRBLK116,174$2.4M0.66%
44DIMENSIONAL ETF TRUST25434V30295,487$2.4M0.66%
45AMAZON COM INCAMZN13,362$2.4M0.66%
46GENERAL MTRS CO37045V10051,306$2.3M0.65%
47DAQO NEW ENERGY CORPDQ93,395$2.2M0.62%
48XPERI INCXPER221,714$2.2M0.61%
49VANGUARD INTL EQUITY INDEX F92204285851,312$2.2M0.61%
50CRITEO S ACRTO57,594$2.1M0.59%
51VIATRIS INCVTRS171,961$2.0M0.55%
52CANADIAN PACIFIC KANSAS CITYCP23,448$1.9M0.54%
53PAYPAL HLDGS INCPYPL29,588$1.9M0.53%
54FIRST TR EXCHANGE TRAD FD VI33739H10173,470$1.8M0.50%
55VODAFONE GROUP PLC NEW92857W308200,999$1.7M0.49%
56ORANGEORANY155,761$1.7M0.48%
57SCHWAB STRATEGIC TR80852450822,399$1.7M0.48%
58JPMORGAN CHASE & COVYLD8,908$1.7M0.48%
59BUNGE GLOBAL SABG16,381$1.7M0.47%
60BAIDU INCBAIDF16,293$1.7M0.47%
61ALLY FINL INC02005N10042,516$1.7M0.47%
62CITIGROUP INCC-PR26,830$1.7M0.46%
63EXXON MOBIL CORPXOM14,053$1.7M0.46%
64SANOFISNYNF32,905$1.6M0.45%
65SCHWAB STRATEGIC TR80852476329,037$1.6M0.44%
66FIRST TR EXCHANGE-TRADED FD33738R60529,022$1.6M0.44%
67HEWLETT PACKARD ENTERPRISE CHPE-PC92,498$1.6M0.44%
68INTEL CORPINTC76,005$1.6M0.43%
69UNUM GROUPUNMA30,326$1.5M0.43%
70BLACKROCK CR ALLOCATION INCOBLK153,063$1.5M0.43%
71KYNDRYL HLDGS INCKD74,762$1.5M0.42%
72IMPINJ INCPI9,701$1.5M0.41%
73ALIBABA GROUP HLDG LTDBBAAY18,742$1.4M0.40%
74MORGAN STANLEYMS-PQ14,904$1.4M0.39%
75BLACKSTONE INCBX11,100$1.4M0.38%
76BLACKROCK FLOATING RATE INCBLK103,892$1.3M0.38%
77ZIMMER BIOMET HOLDINGS INCZBH11,096$1.3M0.37%
78MICRON TECHNOLOGY INCMU11,859$1.3M0.37%
79HANESBRANDS INC410345102290,819$1.3M0.37%
80CONSTELLATION BRANDS INCSTZ4,974$1.3M0.36%
81PIMCO ETF TR72201R77514,454$1.3M0.36%
82PROGRESSIVE CORP7433151036,135$1.3M0.36%
83TEREX CORP NEWTEX22,422$1.3M0.36%
84CARLYLE GROUP INCCGABL27,665$1.3M0.35%
85SCHWAB STRATEGIC TR80852474836,569$1.3M0.35%
86BANCO SANTANDER S.A.BCDRF243,777$1.3M0.35%
87ABBVIE INCABBV7,514$1.3M0.35%
88INTERCONTINENTAL EXCHANGE IN45866F1049,395$1.2M0.35%
89AMERICAN CENTY ETF TR02507288514,321$1.2M0.34%
90MERCK & CO INCMRK9,258$1.2M0.34%
91EMERSON ELEC COEMR10,984$1.2M0.34%
92BLACKROCK INCBLK1,553$1.2M0.33%
93PHILIP MORRIS INTL INC71817210912,240$1.2M0.33%
94MICROCHIP TECHNOLOGY INC.MCHPP12,489$1.1M0.32%
95FIDELITY MERRIMACK STR TR31618830925,577$1.1M0.32%
96EA SERIES TRUST02072L53255,203$1.1M0.31%
97WISDOMTREE TRWT35,444$1.1M0.31%
98COCA COLA COKO17,939$1.1M0.31%
99NETFLIX INCNFLX1,920$1.1M0.30%
100HARMONIC INCHLIT114,980$1.1M0.30%
101CANADIAN NAT RES LTD13638510113,618$1.1M0.30%
102ENTERPRISE PRODS PARTNERS L29379210736,204$1.0M0.29%
103ISHARES TR4642876143,208$1.0M0.29%
104LAS VEGAS SANDS CORPLVS22,705$1.0M0.29%
105MARVELL TECHNOLOGY INCMRVL15,012$1.0M0.28%
106VANGUARD INDEX FDS9229087363,059$1.0M0.28%
107UNITEDHEALTH GROUP INCUNH2,033$1.0M0.28%
108INGERSOLL RAND INCIR10,729$993,5930.28%
109JAZZ PHARMACEUTICALS PLCJAZZ9,181$983,1010.28%
110WISDOMTREE TRWT19,330$978,4740.27%
111THERMO FISHER SCIENTIFIC INCTMO1,719$978,2500.27%
112VISA INCV3,561$977,5660.27%
113CHEVRON CORP NEWCVX5,931$975,9960.27%
114TRACTOR SUPPLY COTSCO3,687$973,6670.27%
115NIKE INCNKE10,106$959,7670.27%
116VANGUARD TAX-MANAGED FDS92194385819,468$948,8890.27%
117DEUTSCHE BANK A GD1819089852,618$938,1080.26%
118VANGUARD INDEX FDS9229087445,912$931,3250.26%
119AMERICAN CENTY ETF TR02507215815,715$930,4270.26%
120MASTERCARD INCORPORATEDMA1,990$919,3400.26%
121DOMINION ENERGY INCD17,992$918,8250.26%
122RTX CORPORATIONRTX8,985$912,7370.26%
123CISCO SYS INCCSCO19,000$911,2260.25%
124HILTON WORLDWIDE HLDGS INCHLT4,472$909,8470.25%
125BRISTOL-MYERS SQUIBB COCELG-RI20,278$903,5880.25%
126FIRST MERCHANTS CORPFRMEP26,145$902,0090.25%
127SOUTHERN COSOMN12,116$900,5870.25%
128KRAFT HEINZ COKHC23,410$895,2030.25%
129RESTAURANT BRANDS INTL INC76131D10312,192$894,2490.25%
130ELECTRONIC ARTS INCEA6,975$889,5020.25%
131AUTODESK INCADSK3,990$862,7980.24%
132KROGER COKR15,415$862,4840.24%
133NASDAQ INCNDAQ14,170$847,5690.24%
134HERSHEY COHSY4,529$845,6500.24%
135THE CIGNA GROUP1255231002,361$836,9310.23%
136GARMIN LTDGRMN5,826$835,7980.23%
137APOLLO GLOBAL MGMT INC03769M1067,428$832,2330.23%
138LOWES COS INC5486611073,607$829,5050.23%
139CHARLES RIV LABS INTL INC1598641073,621$823,3790.23%
140TELEFONICA BRASIL SAVIV86,880$816,6680.23%
141IPG PHOTONICS CORPIPGP9,053$794,9890.22%
142WALMART INCWMT13,050$786,6670.22%
143BANK NEW YORK MELLON CORP06405810013,625$779,3290.22%
144HOOKER FURNISHINGS CORPORATIHOFT44,697$772,8090.22%
145SHERWIN WILLIAMS COSHW2,514$770,4930.22%
146BANK AMERICA CORP06050510420,110$763,9740.21%
147BROOKFIELD ASSET MANAGMT LTD11300410519,314$752,4850.21%
148AGNC INVT CORP00123Q10478,298$725,8230.20%
149MONDELEZ INTL INC6092071059,972$706,3140.20%
150TESLA INCTSLA4,203$706,2050.20%
151ENERGY TRANSFER L PET-PI44,348$705,1180.20%
152AON PLCAON2,517$691,4860.19%
153CROWN CASTLE INCCCI7,292$684,0270.19%
154NVIDIA CORPORATIONNVDA818$683,4430.19%
155SCHLUMBERGER LTDSLB13,505$667,1930.19%
156FIRST TR EXCHANGE-TRADED FD33738R50612,265$664,0270.19%
157FIRST TR EXCH TRD ALPHDX FD33737J17411,790$647,0260.18%
158VANGUARD INDEX FDS9229085382,831$637,9940.18%
159ISHARES TR4642872001,193$606,4850.17%
160ORACLE CORPORCL-PD5,200$606,2590.17%
161DIMENSIONAL ETF TRUST25434V88024,158$606,1240.17%
162VERISIGN INCVRSN3,299$593,0940.17%
163SABRA HEALTH CARE REIT INCSBRA43,084$588,5210.16%
164ISHARES TR4642875983,334$575,4480.16%
165ALPHABET INCGOOG3,291$572,5020.16%
166AMEREN CORPAEE7,504$561,2990.16%
167PEPSICO INCPEP3,180$559,6210.16%
168OREILLY AUTOMOTIVE INC67103H107534$559,4340.16%
169MCDONALDS CORPMCD2,042$558,1060.16%
170ALLIANCEBERNSTEIN GLOBAL HIGAWF54,086$557,6250.16%
171ISHARES TR4642876221,987$553,1450.15%
172BLACKROCK FLOATING RATE INCOBLK40,588$531,6970.15%
173DISNEY WALT CO2546871064,716$525,7260.15%
174AMARIN CORP PLCAMRN525,644$462,4090.13%
175ADEIA INCADEA44,995$454,4480.13%
176INTERNATIONAL BUSINESS MACHSINTR2,707$449,5520.13%
177SCHWAB STRATEGIC TR8085246079,052$419,0170.12%
178DIMENSIONAL ETF TRUST25434V80711,387$415,3830.12%
179VITESSE ENERGY INCVTS17,079$389,0530.11%
180JOHNSON & JOHNSONJNJ2,651$387,4420.11%
181DROPBOX INCDBX15,816$381,7190.11%
182FIRST TR EXCHANGE-TRADED FD33738R1185,635$378,8410.11%
183VANGUARD INDEX FDS9229087691,501$375,9870.11%
184FIRST TR VALUE LINE DIVID IN33734H1068,986$367,3470.10%
185INVESCO QQQ TRIVZ817$349,0270.10%
186BLACKROCK CORE BD TRBLK33,724$347,3610.10%
187QCR HOLDINGS INCQCRH6,074$347,0680.10%
188SCHWAB STRATEGIC TR8085244094,675$341,3690.10%
189EVERGY INCEVRG6,441$337,6370.09%
190STARBUCKS CORPSBUX3,836$336,9540.09%
191TRI POINTE HOMES INCTPH8,968$335,0440.09%
192WISDOMTREE TRWT4,405$323,8580.09%
193GOLDMAN SACHS GROUP INCGSCE769$322,8340.09%
194PROCTER AND GAMBLE CO7427181091,969$320,9720.09%
195KELLANOVABEKE5,463$319,2300.09%
196COLGATE PALMOLIVE COCL3,431$314,7720.09%
197NORTHROP GRUMMAN CORPNOC641$312,8140.09%
198SCHWAB STRATEGIC TR8085243003,460$310,8810.09%
199CUMMINS INCCMI1,044$303,7830.09%
200CBRE GROUP INCCBRE3,475$302,8460.08%
201QUALCOMM INCQCOM1,850$301,8020.08%
202SERITAGE GROWTH PPTYS81752R10031,550$300,0410.08%
203GENERAL ELECTRIC CO3696043011,854$299,4670.08%
204BLACKROCK HEALTH SCIENCES TRBLK7,575$296,1070.08%
205CONOCOPHILLIPSCOP2,276$293,8130.08%
206ISHARES TR46429B5985,592$292,3310.08%
207FIRST TR MORNINGSTAR DIVID L3369171097,665$286,8240.08%
208CHORD ENERGY CORPORATIONCHRD1,548$285,3150.08%
209ISHARES TR4642874993,537$283,7430.08%
210VERIZON COMMUNICATIONS INCVZ7,216$281,9910.08%
211AFLAC INCAFL3,380$281,9770.08%
212VANGUARD WHITEHALL FDS9219464062,387$279,7330.08%
213BOEING COBA-PA1,667$276,8060.08%
214SPDR SER TR78464A8703,304$270,9310.08%
215AT&T INCT-PC16,107$264,6440.07%
216DIMENSIONAL ETF TRUST25434V7246,654$260,9030.07%
217HOME DEPOT INCHD782$259,2750.07%
218SCHWAB STRATEGIC TR8085247309,088$257,1900.07%
219CONDUENT INCCNDT85,811$255,7170.07%
220GABELLI DIVID & INCOME TR36242H10411,615$255,2980.07%
221VANGUARD INDEX FDS9229087511,175$252,7600.07%
222SCHWAB STRATEGIC TR8085248056,665$252,6370.07%
223BRUNSWICK CORPBC-PC3,124$249,1830.07%
224FASTENAL COFAST3,561$242,2190.07%
225BROOKFIELD RENEWABLE PARTNERG1625810811,212$240,1610.07%
226CHENIERE ENERGY INCLNG1,500$238,5560.07%
227VANGUARD SPECIALIZED FUNDS9219088441,352$238,4790.07%
228PFIZER INCPFE9,379$237,7510.07%
229ISHARES TR46434V6214,195$236,1970.07%
230HONEYWELL INTL INC4385161061,225$234,1530.07%
231SCHWAB STRATEGIC TR8085247068,521$217,7120.06%
232FIRST TR EXCHANGE-TRADED FD33741X1026,425$213,5030.06%
233PAGSEGURO DIGITAL LTDPAGS17,437$211,5980.06%
234AGILENT TECHNOLOGIES INCA1,515$204,7670.06%
235FORD MTR CO DEL34537086015,152$192,3570.05%
236PLAINS ALL AMERN PIPELINE L72650310510,540$190,6790.05%
237CROSSFIRST BANKSHARES INC22766M10915,150$189,8300.05%
238NUVEEN PFD & INCOME OPPORTUNNU21,749$152,0690.04%
239JAPAN SMALLER CAPITALIZATIONJOF15,000$113,5500.03%
240CURIOSITYSTREAM INCCURI97,472$107,2190.03%
241HUDBAY MINERALS INCHBM12,591$103,3130.03%
242EATON VANCE TAX-MANAGED GLOBETN12,758$101,8090.03%
243ASLAN PHARMACEUTICALS LTD04522R20020,722$9,1240.00%