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Durante & Waters

Latest statistics and disclosures from Durante & Waters's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001666582

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Positions held by Durante & Waters consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Durante & Waters

Durante & Waters holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr S&p 500 Val Etf (IVE)	19.4	$20M	116k	173.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	19.4	$20M	191k	105.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	18.8	$20M	41k	477.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	6.1	$6.3M	77k	82.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.0	$5.1M	52k	99.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.4	$4.6M	19k	237.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	4.1	$4.3M	41k	105.43	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	3.7	$3.8M	7.00	542625.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.1	$3.2M	45k	70.28	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$2.4M	23k	108.41	View chart
Ishares Tr New York Mun Etf (NYF)	2.2	$2.2M	41k	54.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$2.1M	13k	170.39	View chart
Tesla Motors (TSLA)	1.4	$1.5M	5.9k	248.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.1M	7.7k	139.69	View chart
Apple (AAPL)	1.0	$1.1M	5.5k	192.52	View chart
Amazon (AMZN)	1.0	$1.0M	6.9k	151.94	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$911k	24k	37.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$655k	1.6k	409.52	View chart
United Parcel Service CL B (UPS)	0.6	$587k	3.7k	157.24	View chart
Mastercard Incorporated Cl A (MA)	0.4	$427k	1.0k	426.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$423k	3.0k	140.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$320k	4.2k	76.13	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.3	$315k	3.6k	87.56	View chart
TJX Companies (TJX)	0.3	$293k	3.1k	93.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$269k	1.4k	191.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$251k	6.4k	39.03	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$241k	11k	21.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$219k	1.3k	168.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$207k	580.00	356.66	View chart
Visa Com Cl A (V)	0.2	$201k	770.00	260.36	View chart

Past Filings by Durante & Waters

SEC 13F filings are viewable for Durante & Waters going back to 2023

Durante & Waters 2023 Q4 filed Jan. 22, 2024
Durante & Waters 2023 Q4 restated filed Jan. 22, 2024

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