Durante & Waters, LLC Top Holdings and 13F Report (2025) About Durante & Waters, LLCInvestment ActivityDurante & Waters, LLC has $127.08 million in total holdings as of June 30, 2025.Durante & Waters, LLC owns shares of 32 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.62% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Durante & Waters, LLC has purchased 30 new stocks and bought additional shares in 6 stocks.Durante & Waters, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $33,474,477iShares Core S&P Total U.S. Stock Market ETF $24,585,732iShares S&P 500 Value ETF $12,687,753iShares Core U.S. Aggregate Bond ETF $7,618,993iShares 1-3 Year Treasury Bond ETF $6,834,322 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TRUST ETF $242,390 Holding594918104 - Microsoft $205,300 Holding Largest Purchases this Quarter iShares MSCI Intl Quality Factor ETF 31,366 shares (about $1.36M)iShares Core S&P 500 ETF 2,013 shares (about $1.25M)ISHARES BITCOIN TRUST ETF 3,960 shares (about $242.39K)Microsoft 413 shares (about $205.30K)iShares National Muni Bond ETF 1,699 shares (about $177.51K) Largest Sales this Quarter iShares S&P 500 Value ETF 8,920 shares (about $1.74M)iShares Core S&P Total U.S. Stock Market ETF 3,446 shares (about $465.35K)iShares 1-3 Year Treasury Bond ETF 1,643 shares (about $136.14K)iShares Core U.S. Aggregate Bond ETF 1,095 shares (about $108.62K)Vanguard Total Stock Market ETF 300 shares (about $91.18K) 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$33,474,477$1,249,868 ▲3.9%53,91326.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$24,585,732$465,347 ▼-1.9%182,06319.3%ETFIVEiShares S&P 500 Value ETF$12,687,753$1,743,135 ▼-12.1%64,92610.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,618,993$108,625 ▼-1.4%76,8046.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$6,834,322$136,140 ▼-2.0%82,4805.4%ManufacturingVTIVanguard Total Stock Market ETF$5,499,309$91,179 ▼-1.6%18,0944.3%ETFBRK.ABerkshire Hathaway$5,101,6000.0%74.0%FinanceSUBiShares Short-Term National Muni Bond ETF$4,553,160$8,507 ▼-0.2%42,8173.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,382,676$1,355,637 ▲44.8%101,4043.4%ETFMUBiShares National Muni Bond ETF$3,857,590$177,511 ▲4.8%36,9223.0%ETFNYFiShares New York Muni Bond ETF$2,296,790$6,309 ▼-0.3%44,0501.8%ETFVIGVanguard Dividend Appreciation ETF$2,186,0890.0%10,6811.7%ETFAMZNAmazon.com$1,516,204$21,939 ▼-1.4%6,9111.2%Retail/WholesaleBRK.BBerkshire Hathaway$1,496,1720.0%3,0801.2%FinanceGOOGLAlphabet$1,351,3320.0%7,6681.1%Computer and TechnologyAAPLApple$1,167,783$14,361 ▼-1.2%5,6920.9%Computer and TechnologyTSLATesla$1,132,550$1,271 ▲0.1%3,5650.9%Auto/Tires/TrucksNVDANVIDIA$1,010,662$31,598 ▼-3.0%6,3970.8%Computer and TechnologyIVWiShares S&P 500 Growth ETF$913,8300.0%8,3000.7%ETFQQQInvesco QQQ$761,2630.0%1,3800.6%FinanceGOOGAlphabet$579,1780.0%3,2650.5%Computer and TechnologyMAMastercard$568,6830.0%1,0120.4%Business ServicesGLDSPDR Gold Shares$478,5830.0%1,5700.4%FinanceIAUiShares Gold Trust$448,9920.0%7,2000.4%FinanceQQQMInvesco NASDAQ 100 ETF$423,179$102,671 ▲32.0%1,8630.3%ETFSLViShares Silver Trust$405,0390.0%12,3450.3%ETFTJXTJX Companies$386,8940.0%3,1330.3%Retail/WholesaleUPSUnited Parcel Service$379,432$101 ▲0.0%3,7590.3%TransportationVVisa$288,4430.0%8120.2%Business ServicesSPYSPDR S&P 500 ETF Trust$250,2290.0%4050.2%FinanceISHARES BITCOIN TRUST ETF$242,390$242,390 ▲New Holding3,9600.2%SHS BEN INTMSFTMicrosoft$205,300$205,300 ▲New Holding4130.2%Computer and TechnologyShowing 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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