Durante & Waters, LLC Top Holdings and 13F Report (2025) About Durante & Waters, LLCInvestment ActivityDurante & Waters, LLC has $121.15 million in total holdings as of December 31, 2024.Durante & Waters, LLC owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.01% of the portfolio was purchased this quarter.About 6.21% of the portfolio was sold this quarter.This quarter, Durante & Waters, LLC has purchased 30 new stocks and bought additional shares in 13 stocks.Durante & Waters, LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $30,249,230iShares Core S&P Total U.S. Stock Market ETF $23,809,655iShares S&P 500 Value ETF $14,707,752iShares Core U.S. Aggregate Bond ETF $7,739,181iShares 1-3 Year Treasury Bond ETF $7,144,731 Largest Purchases this Quarter iShares Core S&P 500 ETF 9,182 shares (about $5.41M)iShares Core U.S. Aggregate Bond ETF 20,208 shares (about $1.96M)iShares 1-3 Year Treasury Bond ETF 5,863 shares (about $480.65K)iShares MSCI Intl Quality Factor ETF 8,289 shares (about $307.69K)iShares New York Muni Bond ETF 3,181 shares (about $169.29K) Largest Sales this Quarter iShares S&P 500 Value ETF 24,780 shares (about $4.73M)Vanguard Dividend Appreciation ETF 310 shares (about $60.71K)Vanguard Total Stock Market ETF 57 shares (about $16.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDurante & Waters, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$30,249,230$5,405,243 ▲21.8%51,38525.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$23,809,655$13,634 ▲0.1%185,11619.7%ETFIVEiShares S&P 500 Value ETF$14,707,752$4,730,028 ▼-24.3%77,05212.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,739,181$1,958,148 ▲33.9%79,8686.4%FinanceSHYiShares 1-3 Year Treasury Bond ETF$7,144,731$480,649 ▲7.2%87,1525.9%ManufacturingVTIVanguard Total Stock Market ETF$5,370,759$16,519 ▼-0.3%18,5324.4%ETFBRK.ABerkshire Hathaway$4,766,4400.0%73.9%FinanceSUBiShares Short-Term National Muni Bond ETF$4,578,781$82,802 ▲1.8%43,4093.8%ETFMUBiShares National Muni Bond ETF$3,479,109$19,712 ▲0.6%32,6522.9%ETFNYFiShares New York Muni Bond ETF$2,345,376$169,295 ▲7.8%44,0691.9%ETFVIGVanguard Dividend Appreciation ETF$2,090,312$60,708 ▼-2.8%10,6741.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,861,125$307,688 ▲19.8%50,1381.5%ETFBRK.BBerkshire Hathaway$1,577,4140.0%3,4801.3%FinanceAMZNAmazon.com$1,538,1430.0%7,0111.3%Retail/WholesaleGOOGLAlphabet$1,451,5520.0%7,6681.2%Computer and TechnologyAAPLApple$1,442,8650.0%5,7621.2%Computer and TechnologyTSLATesla$1,438,0740.0%3,5611.2%Auto/Tires/TrucksNVDANVIDIA$883,628$20,143 ▲2.3%6,5800.7%Computer and TechnologyQQQInvesco QQQ$848,6420.0%1,6600.7%FinanceGOOGAlphabet$621,7870.0%3,2650.5%Computer and TechnologyMAMastercard$532,8890.0%1,0120.4%Business ServicesUPSUnited Parcel Service$473,670$126 ▲0.0%3,7560.4%TransportationTJXTJX Companies$378,4980.0%3,1330.3%Retail/WholesaleGLDSPDR Gold Shares$369,248$6,780 ▲1.9%1,5250.3%FinanceIAUiShares Gold Trust$345,827$5,694 ▲1.7%6,9850.3%FinanceSLViShares Silver Trust$313,1950.0%11,8950.3%ETFQQQMInvesco NASDAQ 100 ETF$296,426$21,459 ▲7.8%1,4090.2%ETFVVisa$256,7160.0%8120.2%Business ServicesSPYSPDR S&P 500 ETF Trust$237,3620.0%4050.2%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$0$2,710,949 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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