Durante & Waters, LLC Top Holdings and 13F Report (2026) About Durante & Waters, LLCInvestment ActivityDurante & Waters, LLC has $138.16 million in total holdings as of March 31, 2026.Durante & Waters, LLC owns shares of 31 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.34% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Durante & Waters, LLC has purchased 32 new stocks and bought additional shares in 8 stocks.Durante & Waters, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $35,643,029iShares Core S&P Total U.S. Stock Market ETF $25,948,597FIDELITY COVINGTON TRUST $14,007,117iShares Core U.S. Aggregate Bond ETF $8,263,305iShares 1-3 Year Treasury Bond ETF $7,456,066 Largest Purchases this Quarter iShares Short-Term National Muni Bond ETF 2,182 shares (about $232.38K)iShares Core S&P 500 ETF 151 shares (about $98.63K)FIDELITY COVINGTON TRUST 1,578 shares (about $58.70K)iShares New York Muni Bond ETF 834 shares (about $44.30K)iShares National Muni Bond ETF 225 shares (about $23.88K) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 1,720 shares (about $244.98K)Tesla 400 shares (about $148.71K)Vanguard Dividend Appreciation ETF 648 shares (about $139.36K)iShares S&P 500 Value ETF 625 shares (about $131.97K)Alphabet 400 shares (about $115.02K) 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$35,643,029$98,635 ▲0.3%54,56625.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$25,948,597$244,979 ▼-0.9%182,18518.8%ETFFIDELITY COVINGTON TRUST$14,007,117$58,702 ▲0.4%376,53510.1%ENHANCED INTLAGGiShares Core U.S. Aggregate Bond ETF$8,263,305$20,648 ▼-0.2%83,2416.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$7,456,066$85,295 ▼-1.1%90,3005.4%ManufacturingVTIVanguard Total Stock Market ETF$5,932,739$96,243 ▼-1.6%18,4934.3%ETFSUBiShares Short-Term National Muni Bond ETF$5,621,070$232,383 ▲4.3%52,7804.1%ETFBRK.ABerkshire Hathaway$5,026,9800.0%73.6%FinanceMUBiShares National Muni Bond ETF$4,113,193$23,884 ▲0.6%38,7493.0%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,359,7560.0%72,6752.4%ETFNYFiShares New York Muni Bond ETF$3,043,481$44,302 ▲1.5%57,2942.2%ETFVIGVanguard Dividend Appreciation ETF$2,140,137$139,364 ▼-6.1%9,9511.5%ETFGOOGLAlphabet$2,089,986$115,024 ▼-5.2%7,2681.5%Computer and TechnologyIVEiShares S&P 500 Value ETF$1,629,867$131,969 ▼-7.5%7,7191.2%ETFBRK.BBerkshire Hathaway$1,475,9360.0%3,0801.1%FinanceAMZNAmazon.com$1,439,3540.0%6,9111.0%Retail/WholesaleAAPLApple$1,429,290$15,227 ▼-1.1%5,6321.0%Computer and TechnologyTSLATesla$1,176,696$148,714 ▼-11.2%3,1650.9%Auto/Tires/TrucksNVDANVIDIA$1,115,6370.0%6,3970.8%Computer and TechnologyIVWiShares S&P 500 Growth ETF$938,8130.0%8,3000.7%ETFGOOGAlphabet$936,5980.0%3,2650.7%Computer and TechnologySLViShares Silver Trust$888,5460.0%13,0400.6%ETFQQQInvesco QQQ$822,482$8,658 ▲1.1%1,4250.6%FinanceGLDSPDR Gold Shares$677,7070.0%1,5750.5%FinanceIAUiShares Gold Trust$650,6210.0%7,3800.5%FinanceMAMastercard$505,6560.0%1,0120.4%Business ServicesTJXTJX Companies$500,3400.0%3,1330.4%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$444,499$713 ▲0.2%1,8710.3%ETFUPSUnited Parcel Service$370,265$197 ▲0.1%3,7640.3%TransportationSPYSPDR S&P 500 ETF Trust$263,3880.0%4050.2%FinanceVVisa$245,6010.0%8130.2%Business ServicesISHARES BITCOIN TRUST ETF$0$279,777 ▼-100.0%00.0%SHS BEN INTShowing 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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