DURANTE & WATERS, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 6, 2025
Value $: $121M
Signature - Title: George J Waters - Operations Manager
Location: Brewster, NY
Summary: This page shows a list of all the recent 13F filings made by DURANTE & WATERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DURANTE & WATERS, LLC reported 29 stock holdings with total value $121M as of Q4 2024. Top holdings included IVV, ITOT, IVE, AGG, and SHY.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	29	$121M	+$8.49M	-$7.52M	+$973K	IVV, ITOT, IVE, AGG, SHY	13F-HR	2/5/2025, 06:05 PM
Q3 2024	30	$119M	+$2.28M	-$1.88M	+$399K	IVV, ITOT, IVE, SHY, AGG	13F-HR	10/28/2024, 12:06 PM
Q2 2024	30	$112M	+$4.73M	-$3.63M	+$1.1M	IVV, ITOT, IVE, SHY, AGG	13F-HR	7/26/2024, 04:12 PM
Q1 2024	32	$109M	+$985K	-$2.11M	-$1.12M	ITOT, IVV, IVE, SHY, VTI	13F-HR	4/29/2024, 03:42 PM
Q4 2023	30	$104M				IVE, ITOT, IVV, SHY, AGG	Restatement	1/22/2024, 05:10 PM