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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 Q2 2024 · Filed August 1, 2024 · Accession 0001085146-24-003415

Total Value
$368.7M
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A31,710$12.9M3.50%
2APPLE INCAAPL48,032$10.1M2.74%
3DIMENSIONAL ETF TRUST25434V708278,540$9.0M2.44%
4ADAMS DIVERSIFIED EQUITY FD006212104386,572$8.3M2.25%
5COMMERCE BANCSHARES INCCBSH140,026$7.8M2.12%
6JEFFERIES FINL GROUP INC47233W109149,772$7.5M2.02%
7BLACKROCK ENHANCED INTL DIVBLK1,290,266$7.2M1.95%
8ABRDN TOTAL DYNAMIC DIVIDENDAOD825,484$6.9M1.88%
9MICROSOFT CORPMSFT14,616$6.5M1.77%
10PROSHARES TR74347R24898,894$6.1M1.66%
11UNITED PARCEL SERVICE INCUPS41,685$5.7M1.55%
12VANGUARD INDEX FDS92290836310,691$5.3M1.45%
13ISHARES TR464289180238,651$5.3M1.45%
14ALPHABET INCGOOG28,769$5.2M1.42%
15KKR & CO INCKKRT47,190$5.0M1.35%
16BLACKROCK ENHANCED EQUITY DIBLK553,566$4.5M1.23%
17DIMENSIONAL ETF TRUST25434V50074,661$4.5M1.22%
18DIMENSIONAL ETF TRUST25434V831134,798$4.3M1.17%
19DIMENSIONAL ETF TRUST25434V765154,310$4.1M1.10%
20ROYCE SMALL CAP TRUST INCRVT275,349$4.0M1.08%
21AMERICAN CENTY ETF TR02507287743,438$3.9M1.06%
22BLACKROCK LTD DURATION INCOMBLK266,325$3.7M1.01%
23SPDR S&P 500 ETF TRSPY6,664$3.6M0.98%
24DIMENSIONAL ETF TRUST25434V799129,763$3.4M0.93%
25MACYS INC55616P104174,673$3.4M0.91%
26FIRST TR EXCHANGE-TRADED FD33733E10438,627$3.2M0.88%
27AMERICAN CENTY ETF TR02507270351,575$3.2M0.87%
28BROOKFIELD CORP11271J10775,754$3.1M0.85%
29AMERICAN CENTY ETF TR02507260451,114$3.1M0.85%
30TEMPLETON EMERGING MKTS INCO880192109580,617$3.1M0.84%
31DIMENSIONAL ETF TRUST25434V732110,162$2.9M0.80%
32NOKIA CORPNOKBF761,780$2.9M0.78%
33SUZANO S ASUZ278,290$2.9M0.78%
34EMBRAER S.A.EMBJ110,127$2.8M0.77%
35WISDOMTREE TRWT44,207$2.8M0.76%
36DIMENSIONAL ETF TRUST25434V10474,146$2.8M0.75%
37XPERI INCXPER325,065$2.7M0.72%
38AMAZON COM INCAMZN13,634$2.6M0.71%
39UNION PAC CORPUNP11,499$2.6M0.71%
40SCHWAB STRATEGIC TR80852475573,938$2.6M0.70%
41ISHARES TR46436E71824,625$2.5M0.67%
42CANADIAN SOLAR INCCSIQ167,821$2.5M0.67%
43DIMENSIONAL ETF TRUST25434V30295,397$2.5M0.67%
44DIMENSIONAL ETF TRUST25434V20381,934$2.4M0.66%
45AMERICAN CENTY ETF TR02507280237,167$2.4M0.65%
46BLACKROCK MUN TARGET TERM TRBLK113,360$2.4M0.64%
47CRITEO S ACRTO58,280$2.2M0.60%
48HEWLETT PACKARD ENTERPRISE CHPE-PC102,941$2.2M0.59%
49VANGUARD INTL EQUITY INDEX F92204285849,473$2.2M0.59%
50VIATRIS INCVTRS190,632$2.0M0.55%
51INTEL CORPINTC63,356$2.0M0.53%
52JPMORGAN CHASE & CO.VYLD9,071$1.8M0.50%
53VODAFONE GROUP PLC NEW92857W308206,364$1.8M0.50%
54CANADIAN PACIFIC KANSAS CITYCP22,499$1.8M0.48%
55SCHWAB STRATEGIC TR80852450822,529$1.8M0.48%
56CITIGROUP INCC-PR27,521$1.7M0.47%
57PAYPAL HLDGS INCPYPL29,953$1.7M0.47%
58UNUM GROUPUNMA33,984$1.7M0.47%
59BLACKROCK CR ALLOCATION INCOBLK160,433$1.7M0.47%
60TELEFONICA BRASIL SAVIV203,837$1.7M0.45%
61HANESBRANDS INC410345102339,222$1.7M0.45%
62FIRST TR EXCHANGE-TRADED FD33738R60528,772$1.6M0.45%
63ALLY FINL INC02005N10041,499$1.6M0.45%
64SANOFISNYNF33,491$1.6M0.44%
65KYNDRYL HLDGS INCKD61,469$1.6M0.44%
66FIDELITY MERRIMACK STR TR31618830935,994$1.6M0.44%
67ORANGEORANY158,385$1.6M0.43%
68GENERAL MTRS CO37045V10033,169$1.5M0.42%
69PIMCO ETF TR72201R77516,748$1.5M0.41%
70DAQO NEW ENERGY CORPDQ103,893$1.5M0.41%
71SCHWAB STRATEGIC TR80852476326,864$1.5M0.40%
72TEREX CORP NEWTEX26,799$1.5M0.40%
73MORGAN STANLEYMS-PQ15,090$1.5M0.40%
74BAIDU INCBAIDF16,845$1.5M0.40%
75ALIBABA GROUP HLDG LTDBBAAY19,348$1.4M0.38%
76HARMONIC INCHLIT117,918$1.4M0.38%
77BLACKSTONE INCBX11,100$1.4M0.37%
78MCDONALDS CORPMCD5,333$1.4M0.37%
79BUNGE GLOBAL SABG12,503$1.3M0.36%
80INTERCONTINENTAL EXCHANGE IN45866F1049,646$1.3M0.36%
81ABBVIE INCABBV7,671$1.3M0.36%
82CONSTELLATION BRANDS INCSTZ5,095$1.3M0.36%
83BLACKROCK FLOATING RATE INCBLK102,705$1.3M0.36%
84ZIMMER BIOMET HOLDINGS INCZBH12,053$1.3M0.35%
85NETFLIX INCNFLX1,934$1.3M0.35%
86AMERICAN CENTY ETF TR02507288514,471$1.3M0.35%
87FIRST TR EXCHANGE TRAD FD VI33739H10154,540$1.3M0.35%
88PHILIP MORRIS INTL INC71817210912,526$1.3M0.34%
89SCHWAB STRATEGIC TR80852474836,282$1.3M0.34%
90EXXON MOBIL CORPXOM10,868$1.3M0.34%
91MERCK & CO INCMRK10,063$1.2M0.34%
92EMERSON ELEC COEMR11,244$1.2M0.34%
93BLACKROCK INCBLK1,553$1.2M0.33%
94MICROCHIP TECHNOLOGY INC.MCHPP12,838$1.2M0.32%
95ISHARES TR4642876143,208$1.2M0.32%
96COCA COLA COKO18,292$1.2M0.32%
97CISCO SYS INCCSCO24,397$1.2M0.31%
98BANCO SANTANDER S.A.BCDRF243,816$1.1M0.31%
99EA SERIES TRUST02072L53255,203$1.1M0.31%
100SCHLUMBERGER LTDSLB23,653$1.1M0.30%
101WISDOMTREE TRWT21,366$1.1M0.30%
102LOWES COS INC5486611074,971$1.1M0.30%
103WISDOMTREE TRWT34,763$1.1M0.29%
104NASDAQ INCNDAQ17,836$1.1M0.29%
105ENTERPRISE PRODS PARTNERS L29379210736,699$1.1M0.29%
106IMPINJ INCPI6,781$1.1M0.29%
107LAS VEGAS SANDS CORPLVS23,987$1.1M0.29%
108CARLYLE GROUP INCCGABL26,265$1.1M0.29%
109UNITEDHEALTH GROUP INCUNH2,046$1.0M0.28%
110CANADIAN NAT RES LTD13638510129,166$1.0M0.28%
111AMERICAN CENTY ETF TR02507215816,391$1.0M0.28%
112HERSHEY COHSY5,545$1.0M0.28%
113TRACTOR SUPPLY COTSCO3,765$1.0M0.28%
114AUTODESK INCADSK4,070$1.0M0.27%
115JAZZ PHARMACEUTICALS PLCJAZZ9,411$1.0M0.27%
116ISHARES TR4642872001,832$1.0M0.27%
117IPG PHOTONICS CORPIPGP11,844$999,5150.27%
118INGERSOLL RAND INCIR10,989$998,2220.27%
119BRISTOL-MYERS SQUIBB COCELG-RI24,021$997,5920.27%
120ELECTRONIC ARTS INCEA7,139$994,6560.27%
121RTX CORPORATIONRTX9,855$989,3070.27%
122THERMO FISHER SCIENTIFIC INCTMO1,757$971,6390.26%
123RESTAURANT BRANDS INTL INC76131D10313,624$958,6880.26%
124SOUTHERN COSOMN12,191$945,6610.26%
125AGNC INVT CORP00123Q10498,520$939,8810.25%
126VERISIGN INCVRSN5,276$938,0730.25%
127VISA INCV3,512$921,7950.25%
128QIAGEN NVQGEN22,025$905,0070.25%
129DOMINION ENERGY INCD18,419$902,5520.24%
130DEUTSCHE BANK A GD1819089856,030$893,1220.24%
131GARMIN LTDGRMN5,459$889,3800.24%
132WALMART INCWMT13,064$884,5490.24%
133FIRST MERCHANTS CORPFRMEP26,433$879,9710.24%
134SHERWIN WILLIAMS COSHW2,945$878,9640.24%
135PAGSEGURO DIGITAL LTDPAGS75,133$878,3050.24%
136CHEVRON CORP NEWCVX5,613$877,9300.24%
137APOLLO GLOBAL MGMT INC03769M1067,428$877,0240.24%
138MASTERCARD INCORPORATEDMA1,939$855,4090.23%
139TESLA INCTSLA4,268$844,5520.23%
140VANGUARD INDEX FDS9229087362,241$837,9860.23%
1413M COMMM8,193$837,2430.23%
142BANK NEW YORK MELLON CORP06405810013,662$818,2120.22%
143CROWN CASTLE INCCCI8,292$810,1680.22%
144THE CIGNA GROUP1255231002,433$804,1210.22%
145HOOKER FURNISHINGS CORPORATIHOFT55,125$798,2090.22%
146NIKE INCNKE10,447$787,3900.21%
147KROGER COKR15,502$773,9930.21%
148CHARLES RIV LABS INTL INC1598641073,711$766,6180.21%
149MICRON TECHNOLOGY INCMU5,767$758,5040.21%
150AON PLCAON2,571$754,7840.20%
151ORACLE CORPORCL-PD5,191$733,0210.20%
152BROOKFIELD ASSET MANAGMT LTD11300410519,070$725,6090.20%
153BANK AMERICA CORP06050510418,182$723,1170.20%
154MARVELL TECHNOLOGY INCMRVL10,267$717,6540.19%
155ENERGY TRANSFER L PET-PI43,796$710,3640.19%
156VANGUARD INDEX FDS9229087444,230$678,4710.18%
157MONDELEZ INTL INC60920710510,167$665,3260.18%
158VANGUARD TAX-MANAGED FDS92194385813,182$651,4600.18%
159VANGUARD INDEX FDS9229085382,831$649,8840.18%
160NVIDIA CORPORATIONNVDA5,160$637,4660.17%
161FIRST TR EXCHANGE-TRADED FD33738R50611,265$616,7590.17%
162DIMENSIONAL ETF TRUST25434V88024,158$614,0960.17%
163FIRST TR EXCH TRD ALPHDX FD33737J17411,090$610,6150.17%
164ALPHABET INCGOOG3,291$603,6350.16%
165AMARIN CORP PLCAMRN860,613$592,1010.16%
166ISHARES TR4642876221,988$591,3730.16%
167SABRA HEALTH CARE REIT INCSBRA38,090$586,5850.16%
168ISHARES TR4642875983,334$581,6830.16%
169COURSERA INCCOUR80,629$577,3040.16%
170OREILLY AUTOMOTIVE INC67103H107518$547,2700.15%
171AMEREN CORPAEE7,504$533,6090.14%
172PEPSICO INCPEP3,119$514,4790.14%
173ADEIA INCADEA44,898$502,1780.14%
174ALLIANCEBERNSTEIN GLOBAL HIGAWF47,467$497,4560.13%
175FRESH DEL MONTE PRODUCE INCFDP21,362$466,7600.13%
176SCHWAB STRATEGIC TR8085246079,052$429,5170.12%
177BLACKROCK FLOATING RATE INCOBLK33,186$429,4210.12%
178FIRST TR EXCHANGE-TRADED FD33738R1185,635$426,3440.12%
179DIMENSIONAL ETF TRUST25434V80711,387$409,2490.11%
180VITESSE ENERGY INCVTS16,908$400,7210.11%
181INTERNATIONAL BUSINESS MACHSINTR2,306$398,8280.11%
182INVESCO QQQ TRIVZ817$391,5060.11%
183DROPBOX INCDBX17,272$388,1020.11%
184JOHNSON & JOHNSONJNJ2,632$384,6750.10%
185BLACKROCK CORE BD TRBLK34,704$369,6020.10%
186QUALCOMM INCQCOM1,851$368,6780.10%
187FIRST TR VALUE LINE DIVID IN33734H1068,986$366,1800.10%
188QCR HOLDINGS INCQCRH6,074$364,4400.10%
189DISNEY WALT CO2546871063,634$360,8290.10%
190SCHWAB STRATEGIC TR8085243003,460$348,9060.09%
191GOLDMAN SACHS GROUP INCGSCE769$347,8340.09%
192WISDOMTREE TRWT4,405$343,8100.09%
193TRI POINTE HOMES INCTPH8,968$334,0580.09%
194VANGUARD INDEX FDS9229087691,247$333,5700.09%
195EVERGY INCEVRG6,041$319,9920.09%
196COLGATE PALMOLIVE COCL3,296$319,8070.09%
197KELLANOVABEKE5,515$318,0870.09%
198ISHARES TR46429B5985,597$312,2100.08%
199CBRE GROUP INCCBRE3,475$309,6570.08%
200AT&T INCT-PC16,120$308,0570.08%
201AFLAC INCAFL3,380$301,8680.08%
202STARBUCKS CORPSBUX3,810$296,6090.08%
203VERIZON COMMUNICATIONS INCVZ7,180$296,0920.08%
204GE AEROSPACE3696043011,854$294,7300.08%
205CUMMINS INCCMI1,044$289,1210.08%
206ISHARES TR4642874993,538$286,8480.08%
207PROCTER AND GAMBLE CO7427181091,727$284,8210.08%
208SCHWAB STRATEGIC TR8085244093,818$282,8370.08%
209NORTHROP GRUMMAN CORPNOC641$279,4440.08%
210PROGRESSIVE CORP7433151031,337$277,7080.08%
211FIRST TR MORNINGSTAR DIVID L3369171097,165$271,7680.07%
212FIRST TR EXCHANGE TRADED FD33734X12714,905$271,2710.07%
213VANGUARD WHITEHALL FDS9219464062,272$269,4590.07%
214SCHWAB STRATEGIC TR8085247309,088$268,7320.07%
215PFIZER INCPFE9,408$263,2290.07%
216CHENIERE ENERGY INCLNG1,500$262,2450.07%
217HONEYWELL INTL INC4385161061,225$261,5870.07%
218DIMENSIONAL ETF TRUST25434V7246,654$261,3030.07%
219CONOCOPHILLIPSCOP2,276$260,3130.07%
220BROOKFIELD RENEWABLE PARTNERG1625810810,462$259,1440.07%
221CHORD ENERGY CORPORATIONCHRD1,543$258,6630.07%
222HOME DEPOT INCHD731$251,6870.07%
223BOEING COBA-PA1,366$248,6260.07%
224ISHARES TR46434V6214,195$241,6870.07%
225SPDR SER TR78464A8702,554$236,8030.06%
226BLACKROCK HEALTH SCIENCES TRBLK5,775$235,9090.06%
227VANGUARD SPECIALIZED FUNDS9219088441,290$235,4900.06%
228SCHWAB STRATEGIC TR8085248056,024$231,4420.06%
229BRUNSWICK CORPBC-PC3,138$228,3310.06%
230SCHWAB STRATEGIC TR8085247068,265$219,5180.06%
231FIRST TR EXCHANGE-TRADED FD33741X1026,425$214,4670.06%
232GABELLI DIVID & INCOME TR36242H1049,415$213,8150.06%
233CROSSFIRST BANKSHARES INC22766M10915,150$212,4030.06%
234META PLATFORMS INCMETA409$206,2260.06%
235FIRST TR EXCHANGE TRADED FD33734X83815,535$201,4890.05%
236PLAINS ALL AMERN PIPELINE L72650310510,540$188,2440.05%
237TITAN MACHY INCKMCM11,139$177,1100.05%
238FORD MTR CO DEL34537086012,525$157,0630.04%
239NUVEEN PFD & INCOME OPPORTUNNU19,772$147,6970.04%
240CURIOSITYSTREAM INCCURI97,472$111,1180.03%
241EATON VANCE TAX-MANAGED GLOBETN12,758$107,8050.03%
242HUDBAY MINERALS INCHBM11,591$104,9030.03%
243JAPAN SMALLER CAPITALIZATIONJOF13,000$98,5400.03%
244SERITAGE GROWTH PPTYS81752R10012,550$58,6090.02%
245ASLAN PHARMACEUTICALS LTD04522R20022,722$6,8170.00%