Durante & Waters, LLC Portfolio Holdings

Durante & Waters, LLC

  • $119 Billion
  • Q3 2024

Durante & Waters, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $119 Billion distributed in 30 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 $24.3B, Ishares Core S&P Total U.S. St with a value of $23.2B, Ishares S&P 500 Value ETF with a value of $20.1B, Ishares Barclays 1 3 Year Trea with a value of $6.76B, and Ishares Core U.S. Aggregate Bo with a value of $6.04B.

Examining the 13F form we can see an increase of $6.85B in the current position value, from $112B to 119B.

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 $119 Billion
ETFs: $105 Billion
Financial Services: $7.16 Billion
Consumer Cyclical: $2.61 Billion
Technology: $2.12 Billion
Communication Services: $1.82 Billion
Industrials: $512 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $119 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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