's portfolio and holdings - May 2025

As per corporate shareholdings filed for Apr-2025, people matching 0C0000C2OO publicly holds 180 stocks with a net worth of over US$ 325.1 M.

These are shares held by 0C0000C2OO as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Nuveen Preferred & Income Securities Fund Waterfront Wealth Inc. 6.21 24,374 0.01% 0.00 151.4 K
Nautilus Inc Waterfront Wealth Inc. 0.20 40,018 0.11% 0.00 8.0 K
Amarin Corp - ADR Waterfront Wealth Inc. 15.71 2,481,766 0.60% 0.00 39.0 M
Crossfirst Bankshares Inc Waterfront Wealth Inc. 15.99 14,400 0.03% 0.00 230.3 K
Apple Inc Waterfront Wealth Inc. 201.08 50,502 0.00% 0.00 10.2 M
Abbvie Inc Waterfront Wealth Inc. 182.31 10,156 0.00% 0.00 1.9 M
Adobe Inc Waterfront Wealth Inc. 385.83 2,571 0.00% 0.00 992.0 K
Autodesk Inc. Waterfront Wealth Inc. 305.13 4,245 0.00% 0.00 1.3 M
Adams Diversified Equity Fund Waterfront Wealth Inc. 21.48 413,998 0.35% 0.02 8.9 M
Ameren Corp. Waterfront Wealth Inc. 95.31 7,504 0.00% 0.00 715.2 K
Aflac Inc. Waterfront Wealth Inc. 105.07 3,380 0.00% 0.00 355.1 K
AGNC Investment Corp Waterfront Wealth Inc. 9.28 102,791 0.01% 0.00 953.9 K
Ally Financial Inc Waterfront Wealth Inc. 38.91 38,175 0.01% 0.00 1.5 M
Amazon.com Inc. Waterfront Wealth Inc. 223.30 16,208 0.00% 0.00 3.6 M
abrdn Total Dynamic Dividend Fund Waterfront Wealth Inc. 8.78 727,092 0.69% -0.03 6.4 M
Aon plc. - Ordinary Shares - Class A Waterfront Wealth Inc. 352.73 2,745 0.00% 0.00 968.2 K
Apollo Global Management Inc - Ordinary Shares - Class A (New) Waterfront Wealth Inc. 142.92 7,328 0.00% 0.00 1.0 M
Broadcom Inc Waterfront Wealth Inc. 269.35 1,386 0.00% 0.00 373.3 K
Boeing Co. Waterfront Wealth Inc. 214.55 1,366 0.00% 0.00 293.1 K
Alibaba Group Holding Ltd - ADR Waterfront Wealth Inc. 114.08 18,474 0.00% 0.00 2.1 M
Bank Of America Corp. Waterfront Wealth Inc. 47.12 19,338 0.00% 0.00 911.2 K
Brookfield Asset Management Ltd - Ordinary Shares - Class A Waterfront Wealth Inc. 55.12 18,659 0.00% 0.00 1.0 M
BlackRock Enhanced Equity Dividend Trust Waterfront Wealth Inc. 8.82 644,507 0.36% 0.01 5.7 M
Brookfield Renewable Partners LP - Unit Waterfront Wealth Inc. 25.60 10,462 0.00% 0.00 267.8 K
Bunge Ltd. Waterfront Wealth Inc. 80.44 18,117 0.01% 0.00 1.5 M
BlackRock Floating Rate Income Trust Waterfront Wealth Inc. 12.44 10,653 0.04% 0.00 132.5 K
BlackRock Enhanced International Dividend Trust Waterfront Wealth Inc. 5.72 1,550,068 1.67% 0.10 8.9 M
Baidu Inc - ADR Waterfront Wealth Inc. 86.13 19,777 0.01% 0.00 1.7 M
Biogen Inc Waterfront Wealth Inc. 126.08 1,593 0.00% NEW 200.8 K
Bank Of New York Mellon Corp Waterfront Wealth Inc. 91.18 5,721 0.00% 0.00 521.6 K
Blackrock Inc. Waterfront Wealth Inc. 1047.82 1,538 0.00% 0.00 1.6 M
BlackRock Limited Duration Income Trust Waterfront Wealth Inc. 14.21 30,887 0.08% -0.02 438.9 K
BlackRock Health Sciences Trust Waterfront Wealth Inc. 36.22 5,575 0.04% 0.00 201.9 K
Bristol-Myers Squibb Co. Waterfront Wealth Inc. 46.35 32,818 0.00% 0.00 1.5 M
Brookfield Corporation - Ordinary Shares - Class A Waterfront Wealth Inc. 61.60 74,254 0.00% 0.00 4.6 M
Berkshire Hathaway Inc. - Ordinary Shares - Class A Waterfront Wealth Inc. 730939.90 2 0.00% NEW 1.5 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Waterfront Wealth Inc. 485.68 31,281 0.00% 0.00 15.2 M
BlackRock Municipal 2030 Target Term Trust Waterfront Wealth Inc. 21.66 112,252 0.17% -0.01 2.4 M
BlackRock Credit Allocation Income Trust Waterfront Wealth Inc. 10.92 133,110 0.14% -0.01 1.5 M
First Busey Corp. Waterfront Wealth Inc. 23.22 9,643 0.01% NEW 223.9 K
Blackstone Inc Waterfront Wealth Inc. 151.11 10,800 0.00% 0.00 1.6 M
Citigroup Inc Waterfront Wealth Inc. 84.38 31,363 0.00% 0.00 2.6 M
CBRE Group Inc - Ordinary Shares - Class A Waterfront Wealth Inc. 139.38 3,475 0.00% 0.00 484.3 K
Commerce Bancshares, Inc. Waterfront Wealth Inc. 62.08 136,485 0.10% 0.00 8.5 M
Crown Castle Inc Waterfront Wealth Inc. 100.65 8,161 0.00% 0.00 821.4 K
Carlyle Group Inc (The) Waterfront Wealth Inc. 51.17 26,063 0.01% 0.00 1.3 M
Cigna Group (The) Waterfront Wealth Inc. 326.31 3,581 0.00% 0.00 1.2 M
Colgate-Palmolive Co. Waterfront Wealth Inc. 88.71 2,822 0.00% 0.00 250.3 K
Comcast Corp - Ordinary Shares - Class A Waterfront Wealth Inc. 35.32 6,444 0.00% 0.00 227.6 K
Cummins Inc. Waterfront Wealth Inc. 325.72 994 0.00% 0.00 323.8 K
Canadian Natural Resources Ltd. Waterfront Wealth Inc. 31.45 30,122 0.00% 0.00 947.3 K
Conoco Phillips Waterfront Wealth Inc. 90.17 2,200 0.00% 0.00 198.4 K
Coursera Inc Waterfront Wealth Inc. 8.75 187,270 0.12% 0.02 1.6 M
Canadian Pacific Railway Ltd Waterfront Wealth Inc. 78.31 23,053 0.00% 0.00 1.8 M
Charles River Laboratories International Inc. Waterfront Wealth Inc. 150.01 3,853 0.01% 0.00 578.0 K
Criteo S.A - ADR Waterfront Wealth Inc. 23.83 52,781 0.10% 0.01 1.3 M
Cisco Systems, Inc. Waterfront Wealth Inc. 68.65 26,498 0.00% 0.00 1.8 M
Canadian Solar Inc Waterfront Wealth Inc. 11.33 183,513 0.27% -0.01 2.1 M
Chevron Corp. Waterfront Wealth Inc. 143.79 5,812 0.00% 0.00 835.7 K
Deere & Co. Waterfront Wealth Inc. 513.34 587 0.00% 0.00 301.3 K
Walt Disney Co (The) Waterfront Wealth Inc. 122.34 3,489 0.00% 0.00 426.8 K
Dole plc Waterfront Wealth Inc. 13.84 93,793 0.10% 0.07 1.3 M
Daqo New Energy Corp - ADR Waterfront Wealth Inc. 15.13 77,262 0.12% -0.02 1.2 M
DXC Technology Co Waterfront Wealth Inc. 15.03 15,596 0.01% NEW 234.4 K
Electronic Arts, Inc. Waterfront Wealth Inc. 157.74 7,382 0.00% 0.00 1.2 M
Estee Lauder Cos., Inc. - Ordinary Shares - Class A Waterfront Wealth Inc. 80.09 15,098 0.00% 0.00 1.2 M
Western Asset Emerging Markets Debt Fund Inc Waterfront Wealth Inc. 10.02 11,598 0.02% 0.00 116.2 K
Emerson Electric Co. Waterfront Wealth Inc. 133.17 11,835 0.00% 0.00 1.6 M
Enterprise Products Partners L P - Unit Waterfront Wealth Inc. 31.06 37,795 0.00% 0.00 1.2 M
Embraer S.A. - ADR Waterfront Wealth Inc. 54.95 43,543 0.02% -0.01 2.4 M
Energy Transfer LP - Unit Waterfront Wealth Inc. 18.20 43,413 0.00% 0.00 790.1 K
Evergy Inc Waterfront Wealth Inc. 68.31 6,041 0.00% 0.00 412.7 K
Edwards Lifesciences Corp Waterfront Wealth Inc. 78.21 15,908 0.00% 0.00 1.2 M
Eaton Vance Tax-Managed Global Diversified Equity Income Fund Waterfront Wealth Inc. 8.73 12,558 0.00% 0.00 109.6 K
Ford Motor Co. Waterfront Wealth Inc. 10.80 37,824 0.00% 0.00 408.5 K
Fastenal Co. Waterfront Wealth Inc. 41.96 3,099 0.00% 0.00 130.0 K
Fresh Del Monte Produce Inc Waterfront Wealth Inc. 32.06 47,673 0.10% 0.05 1.5 M
First Merchants Corp. Waterfront Wealth Inc. 38.65 27,140 0.05% 0.00 1.0 M
Gabelli Dividend & Income Trust Waterfront Wealth Inc. 25.76 9,415 0.01% 0.00 242.5 K
General Electric Co. Waterfront Wealth Inc. 254.51 2,191 0.00% 0.00 557.6 K
General Motors Company Waterfront Wealth Inc. 49.68 19,777 0.00% 0.00 982.5 K
Alphabet Inc - Ordinary Shares - Class C Waterfront Wealth Inc. 178.27 4,695 0.00% 0.00 837.0 K
Alphabet Inc - Ordinary Shares - Class A Waterfront Wealth Inc. 178.53 30,289 0.00% 0.00 5.4 M
Garmin Ltd Waterfront Wealth Inc. 208.36 5,459 0.00% 0.00 1.1 M
Goldman Sachs Group, Inc. Waterfront Wealth Inc. 690.81 821 0.00% 0.00 567.2 K
Hudbay Minerals Inc. Waterfront Wealth Inc. 10.56 42,309 0.01% NEW 446.8 K
Home Depot, Inc. Waterfront Wealth Inc. 368.74 875 0.00% 0.00 322.6 K
Harmonic, Inc. Waterfront Wealth Inc. 9.49 37,510 0.03% -0.04 356.0 K
Hooker Furnishings Corporation Waterfront Wealth Inc. 11.77 77,462 0.72% 0.44 911.7 K
Honeywell International Inc Waterfront Wealth Inc. 228.85 1,225 0.00% 0.00 280.3 K
Hewlett Packard Enterprise Co Waterfront Wealth Inc. 18.41 159,806 0.01% 0.00 2.9 M
Hershey Company Waterfront Wealth Inc. 166.99 5,706 0.00% 0.00 952.8 K
International Business Machines Corp. Waterfront Wealth Inc. 289.70 2,138 0.00% 0.00 619.4 K
Intercontinental Exchange Inc Waterfront Wealth Inc. 181.75 8,448 0.00% 0.00 1.5 M
Intel Corp. Waterfront Wealth Inc. 22.69 26,633 0.00% 0.00 604.3 K
IPG Photonics Corp Waterfront Wealth Inc. 68.52 12,312 0.03% 0.00 843.6 K
Ingersoll-Rand Inc Waterfront Wealth Inc. 84.27 11,410 0.00% 0.00 961.5 K
Jazz Pharmaceuticals plc Waterfront Wealth Inc. 106.90 11,370 0.02% 0.00 1.2 M
Jefferies Financial Group Inc Waterfront Wealth Inc. 55.75 146,258 0.07% 0.00 8.2 M
Johnson & Johnson Waterfront Wealth Inc. 152.41 2,908 0.00% 0.00 443.2 K
Japan Smaller Capitalization Fund Inc. Waterfront Wealth Inc. 9.74 13,000 0.05% 0.00 126.6 K
Nuveen Preferred & Income Opportunities Fund Waterfront Wealth Inc. 8.00 19,779 0.01% 0.00 158.2 K
JPMorgan Chase & Co. Waterfront Wealth Inc. 287.11 9,730 0.00% 0.00 2.8 M
Kellogg Co Waterfront Wealth Inc. 79.00 5,632 0.00% 0.00 444.9 K
Kyndryl Holdings Inc Waterfront Wealth Inc. 41.46 12,915 0.01% -0.02 535.5 K
KKR & Co. Inc Waterfront Wealth Inc. 134.29 44,885 0.01% 0.00 6.0 M
Coca-Cola Co Waterfront Wealth Inc. 70.33 19,522 0.00% 0.00 1.4 M
Koppers Holdings Inc Waterfront Wealth Inc. 32.75 31,807 0.16% 0.09 1.0 M
Kroger Co. Waterfront Wealth Inc. 71.42 15,756 0.00% 0.00 1.1 M
Lear Corp. Waterfront Wealth Inc. 94.32 14,998 0.03% 0.00 1.4 M
Lilly(Eli) & Co Waterfront Wealth Inc. 775.45 255 0.00% NEW 197.7 K
Cheniere Energy Inc. Waterfront Wealth Inc. 240.00 1,419 0.00% 0.00 340.6 K
Lowe`s Cos., Inc. Waterfront Wealth Inc. 223.63 5,185 0.00% 0.00 1.2 M
Las Vegas Sands Corp Waterfront Wealth Inc. 44.12 24,795 0.00% 0.00 1.1 M
LyondellBasell Industries NV - Ordinary Shares - Class A Waterfront Wealth Inc. 58.67 9,871 0.00% 0.00 579.1 K
Macy`s Inc Waterfront Wealth Inc. 11.35 196,227 0.07% 0.00 2.2 M
Mastercard Incorporated - Ordinary Shares - Class A Waterfront Wealth Inc. 550.32 2,188 0.00% 0.00 1.2 M
McDonald`s Corp Waterfront Wealth Inc. 291.55 5,577 0.00% 0.00 1.6 M
Microchip Technology, Inc. Waterfront Wealth Inc. 70.49 19,440 0.00% 0.00 1.4 M
Mondelez International Inc. - Ordinary Shares - Class A Waterfront Wealth Inc. 67.78 14,812 0.00% 0.00 1.0 M
Meta Platforms Inc - Ordinary Shares - Class A Waterfront Wealth Inc. 733.63 716 0.00% 0.00 525.3 K
3M Co. Waterfront Wealth Inc. 152.02 9,245 0.00% 0.00 1.4 M
Marvell Technology Inc Waterfront Wealth Inc. 77.16 15,136 0.00% 0.00 1.2 M
Morgan Stanley Waterfront Wealth Inc. 140.69 15,132 0.00% 0.00 2.1 M
Microsoft Corporation Waterfront Wealth Inc. 495.94 15,160 0.00% 0.00 7.5 M
Micron Technology Inc. Waterfront Wealth Inc. 124.76 5,734 0.00% 0.00 715.4 K
Nasdaq Inc - Ordinary Shares - 144A Waterfront Wealth Inc. 89.08 18,597 0.00% 0.00 1.7 M
Netflix Inc. Waterfront Wealth Inc. 1323.12 1,595 0.00% 0.00 2.1 M
Nike, Inc. - Ordinary Shares - Class B Waterfront Wealth Inc. 72.04 11,031 0.00% 0.00 794.7 K
Northrop Grumman Corp. Waterfront Wealth Inc. 494.00 641 0.00% 0.00 316.7 K
Nokia Corp - ADR Waterfront Wealth Inc. 5.17 768,825 0.01% 0.00 4.0 M
NVIDIA Corp Waterfront Wealth Inc. 157.75 8,372 0.00% 0.00 1.3 M
Oneok Inc. Waterfront Wealth Inc. 81.25 2,046 0.00% 0.00 166.2 K
Oracle Corp. Waterfront Wealth Inc. 210.24 2,886 0.00% 0.00 606.8 K
O`Reilly Automotive, Inc. Waterfront Wealth Inc. 89.16 570 0.00% 0.00 50.8 K
Plains All American Pipeline LP - Unit Waterfront Wealth Inc. 18.26 10,540 0.00% 0.00 192.5 K
PagSeguro Digital Ltd - Ordinary Shares - Class A Waterfront Wealth Inc. 9.39 274,519 0.09% 0.01 2.6 M
PepsiCo Inc Waterfront Wealth Inc. 131.04 3,180 0.00% 0.00 416.7 K
Pfizer Inc. Waterfront Wealth Inc. 24.19 12,899 0.00% 0.00 312.0 K
Procter & Gamble Co. Waterfront Wealth Inc. 159.86 1,663 0.00% 0.00 265.8 K
Progressive Corp. Waterfront Wealth Inc. 263.99 1,337 0.00% 0.00 353.0 K
Philip Morris International Inc Waterfront Wealth Inc. 181.03 13,350 0.00% 0.00 2.4 M
PayPal Holdings Inc Waterfront Wealth Inc. 73.64 36,747 0.00% 0.00 2.7 M
Qualcomm, Inc. Waterfront Wealth Inc. 158.54 1,696 0.00% 0.00 268.9 K
QCR Holding, Inc. Waterfront Wealth Inc. 67.96 5,574 0.03% 0.00 378.8 K
Qiagen NV Waterfront Wealth Inc. 47.77 22,249 0.01% 0.00 1.1 M
Restaurant Brands International Inc Waterfront Wealth Inc. 65.35 14,049 0.00% 0.00 918.1 K
Rocky Brands, Inc Waterfront Wealth Inc. 22.35 18,773 0.25% 0.00 419.6 K
Raytheon Technologies Corporation Waterfront Wealth Inc. 144.66 12,800 0.00% 0.00 1.9 M
Royce Value Trust Inc Waterfront Wealth Inc. 14.94 441,474 0.38% 0.01 6.6 M
Banco Santander S.A. - ADR Waterfront Wealth Inc. 8.24 220,831 0.00% 0.00 1.8 M
Sabra Healthcare REIT Inc Waterfront Wealth Inc. 18.26 38,391 0.02% 0.00 701.0 K
Starbucks Corp. Waterfront Wealth Inc. 92.11 3,900 0.00% 0.00 359.2 K
Sherwin-Williams Co. Waterfront Wealth Inc. 345.72 3,088 0.00% 0.00 1.1 M
SLB Waterfront Wealth Inc. 34.01 24,725 0.00% 0.00 840.9 K
Sanofi - ADR Waterfront Wealth Inc. 47.85 49,641 0.00% 0.00 2.4 M
Southern Company Waterfront Wealth Inc. 90.90 12,617 0.00% 0.00 1.1 M
ST Microelectronics - New York Shares Waterfront Wealth Inc. 30.10 35,250 0.00% 0.00 1.1 M
Constellation Brands Inc - Ordinary Shares - Class A Waterfront Wealth Inc. 161.33 5,310 0.00% 0.00 856.7 K
Suzano S.A. - ADR Waterfront Wealth Inc. 9.30 310,783 0.03% 0.00 2.9 M
AT&T, Inc. Waterfront Wealth Inc. 28.08 18,178 0.00% 0.00 510.4 K
Templeton Emerging Markets Income Fund Inc Waterfront Wealth Inc. 5.94 273,217 0.58% -0.03 1.6 M
Terex Corp. Waterfront Wealth Inc. 47.53 40,383 0.06% 0.00 1.9 M
Thermo Fisher Scientific Inc. Waterfront Wealth Inc. 408.28 2,938 0.00% 0.00 1.2 M
Tractor Supply Co. Waterfront Wealth Inc. 51.71 22,530 0.00% 0.00 1.2 M
Tesla Inc Waterfront Wealth Inc. 323.63 4,420 0.00% 0.00 1.4 M
Unitedhealth Group Inc Waterfront Wealth Inc. 309.11 2,689 0.00% 0.00 831.2 K
Unum Group Waterfront Wealth Inc. 80.46 29,192 0.02% 0.00 2.3 M
Union Pacific Corp. Waterfront Wealth Inc. 231.41 11,839 0.00% 0.00 2.7 M
United Parcel Service, Inc. - Ordinary Shares - Class B Waterfront Wealth Inc. 101.18 41,056 0.00% 0.00 4.2 M
Visa Inc - Ordinary Shares - Class A Waterfront Wealth Inc. 348.61 3,618 0.00% 0.00 1.3 M
Telefonica Brasil S.A., - ADR (Representing Ord) Waterfront Wealth Inc. 11.11 179,550 0.01% 0.00 2.0 M
Vodafone Group plc - ADR Waterfront Wealth Inc. 10.55 373,681 0.02% 0.01 3.9 M
Verisign Inc. Waterfront Wealth Inc. 287.68 5,492 0.01% 0.00 1.6 M
Viatris Inc Waterfront Wealth Inc. 9.01 260,997 0.02% 0.00 2.4 M
Vitesse Energy Inc Waterfront Wealth Inc. 22.49 15,239 0.04% 0.00 342.7 K
Verizon Communications Inc Waterfront Wealth Inc. 42.31 7,318 0.00% 0.00 309.6 K
Walmart Inc Waterfront Wealth Inc. 97.27 13,996 0.00% 0.00 1.4 M
Exxon Mobil Corp. Waterfront Wealth Inc. 109.38 9,602 0.00% 0.00 1.1 M
Xperi Inc Waterfront Wealth Inc. 7.88 317,588 0.70% 0.04 2.5 M
AllianceBernstein Global High Income Fund Inc 11.00 - Investor holds below 1%
Agilent Technologies Inc. 119.17 - Investor holds below 1%
Merck & Co Inc 79.10 - Investor holds below 1%
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