Durante & Waters, LLC Portfolio Holdings

Durante & Waters, LLC

  • $121 Billion
  • Q4 2024

Durante & Waters, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.2B, Ishares Core S&P Total U.S. St with a value of $23.8B, Ishares S&P 500 Value ETF with a value of $14.7B, Ishares Core U.S. Aggregate Bo with a value of $7.74B, and Ishares Barclays 1 3 Year Trea with a value of $7.14B.

Examining the 13F form we can see an increase of $1.95B in the current position value, from $119B to 121B.

Durante & Waters, LLC is based out at Brewster, NY

Below you can find more details about Durante & Waters, LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $106 Billion
Financial Services: $7.13 Billion
Consumer Cyclical: $3.35 Billion
Technology: $2.33 Billion
Communication Services: $2.07 Billion
Industrials: $474 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $121 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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