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Value $
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$410M
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Signature - Title
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Roger Ratzlaff - Chief Compliance Officer
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Location
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Overland Park, KS
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Summary
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This page shows a list of all the recent 13F filings made by Waterfront Wealth Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Waterfront Wealth Inc. reported 255 stock holdings with total value $410M as of Q4 2024. Top holdings included BRKB, AAPL, JEF, DFAC, and CBSH.