DURANTE & WATERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, DURANTE & WATERS, LLC held in its portfolio 32 assets valued at $143,372,904 (i.e. $143.37M).
The most valuable assets in the portfolio included: ISHARES TR ($37.27M), ISHARES TR ($27.35M), and FIDELITY COVINGTON TRUST ($13.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DURANTE & WATERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 54415 | 37270705 | CORE S&P500 ETF |
| ISHARES TR | 183905 | 27344806 | CORE S&P TTL STK |
| FIDELITY COVINGTON TRUST | 374957 | 13715916 | ENHANCED INTL |
| ISHARES TR | 83449 | 8334877 | CORE US AGGBD ET |
| ISHARES TR | 91333 | 7564195 | 1 3 YR TREAS BD |
| VANGUARD INDEX FDS | 18793 | 6300729 | TOTAL STK MKT |
| ISHARES TR | 50598 | 5398807 | SHRT NAT MUN ETF |
| BERKSHIRE HATHAWAY INC DEL | 7 | 5283600 | CL A |
| ISHARES TR | 38524 | 4126276 | NATIONAL MUN ETF |
| ISHARES TR | 72675 | 3303069 | MSCI INTL QUALTY |
| ISHARES TR | 56460 | 3021199 | NEW YORK MUN ETF |
| ALPHABET INC | 7668 | 2400084 | CAP STK CL A |
| VANGUARD SPECIALIZED FUNDS | 10599 | 2329370 | DIV APP ETF |
| ISHARES TR | 8344 | 1769512 | S&P 500 VAL ETF |
| TESLA INC | 3565 | 1603382 | COM |
| AMAZON COM INC | 6911 | 1595197 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3080 | 1548162 | CL B NEW |
| APPLE INC | 5692 | 1547368 | COM |
| NVIDIA CORPORATION | 6397 | 1193040 | COM |
| ALPHABET INC | 3265 | 1024557 | CAP STK CL C |
| ISHARES TR | 8300 | 1023058 | S&P 500 GRWT ETF |
| INVESCO QQQ TR | 1410 | 866177 | UNIT SER 1 |
| ISHARES SILVER TR | 13040 | 840037 | ISHARES |
| SPDR GOLD TR | 1575 | 624188 | GOLD SHS |
| ISHARES GOLD TR | 7380 | 599035 | ISHARES NEW |
| MASTERCARD INCORPORATED | 1012 | 577731 | CL A |
| TJX COS INC NEW | 3133 | 481260 | COM |
| INVESCO EXCH TRADED FD TR II | 1868 | 472471 | NASDAQ 100 ETF |
| UNITED PARCEL SERVICE INC | 3762 | 373179 | CL B |
| VISA INC | 813 | 284962 | COM CL A |
| ISHARES BITCOIN TRUST ETF | 5635 | 279777 | SHS BEN INT |
| SPDR S&P 500 ETF TR | 405 | 276178 | TR UNIT |
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