HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (ITOT) |
188,235 | -2,644 | $21,704 |
| ITOT | 188,235 | -2,644 | $21,704 |
| ISHARES TR (IVV) |
40,420 | -326 | $21,250 |
| IVV | 40,420 | -326 | $21,250 |
| ISHARES TR (IVE) |
111,856 | -4,061 | $20,896 |
| IVE | 111,856 | -4,061 | $20,896 |
| ISHARES TR (SHY) |
74,447 | -2,574 | $6,088 |
| SHY | 74,447 | -2,574 | $6,088 |
| VANGUARD INDEX FDS (VTI) |
18,914 | -310 | $4,916 |
| VTI | 18,914 | -310 | $4,916 |
| ISHARES TR (AGG) |
50,070 | -1,732 | $4,904 |
| AGG | 50,070 | -1,732 | $4,904 |
 BERKSHIRE HATHAWAY INC DEL |
$4,685 | ||
| BRK.A | 7 | UNCH | $4,441 |
| BRK.B | 580 | UNCH | $244 |
| ISHARES TR (SUB) |
40,665 | -174 | $4,259 |
| SUB | 40,665 | -174 | $4,259 |
| WISDOMTREE TR |
44,645 | -571 | $3,401 |
| DGRW | 44,645 | -571 | $3,401 |
| ISHARES TR (MUB) |
27,101 | +4,607 | $2,916 |
| MUB | 27,101 | +4,607 | $2,916 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
12,303 | -153 | $2,247 |
| VIG | 12,303 | -153 | $2,247 |
| ISHARES TR (NYF) |
35,503 | -5,764 | $1,910 |
| NYF | 35,503 | -5,764 | $1,910 |
| AMAZON COM INC |
6,871 | UNCH | $1,239 |
| AMZN | 6,871 | UNCH | $1,239 |
| ALPHABET INC |
7,690 | UNCH | $1,161 |
| GOOGL | 7,690 | UNCH | $1,161 |
| TESLA INC |
5,870 | -50 | $1,032 |
| TSLA | 5,870 | -50 | $1,032 |
| ISHARES TR (IQLT) |
25,450 | +1,200 | $1,009 |
| IQLT | 25,450 | +1,200 | $1,009 |
| APPLE INC |
5,476 | -24 | $939 |
| AAPL | 5,476 | -24 | $939 |
| INVESCO QQQ TR |
1,600 | UNCH | $710 |
| QQQ | 1,600 | UNCH | $710 |
| UNITED PARCEL SERVICE INC |
3,734 | +1 | $555 |
| UPS | 3,734 | +1 | $555 |
| MASTERCARD INCORPORATED |
1,000 | UNCH | $482 |
| MA | 1,000 | UNCH | $482 |
| ALPHABET INC |
3,000 | UNCH | $457 |
| GOOG | 3,000 | UNCH | $457 |
| INVESCO EXCHANGE TRADED FD T (EQWL) |
3,600 | UNCH | $342 |
| EQWL | 3,600 | UNCH | $342 |
| SCHWAB STRATEGIC TR |
4,200 | UNCH | $339 |
| SCHD | 4,200 | UNCH | $339 |
| TJX COS INC NEW |
3,120 | UNCH | $316 |
| TJX | 3,120 | UNCH | $316 |
| SPDR GOLD TR (GLD) |
1,452 | +45 | $299 |
| GLD | 1,452 | +45 | $299 |
| ISHARES GOLD TR (IAU) |
6,660 | +225 | $280 |
| IAU | 6,660 | +225 | $280 |
| ISHARES SILVER TR (SLV) |
11,500 | +450 | $262 |
| SLV | 11,500 | +450 | $262 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
1,302 | +2 | $238 |
| QQQM | 1,302 | +2 | $238 |
| VISA INC |
770 | UNCH | $215 |
| V | 770 | UNCH | $215 |
| SPDR S&P 500 ETF TR (SPY) |
405 | +405 | $212 |
| SPY | 405 | +405 | $212 |
See Full List: All Stocks Held By Durante & Waters LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Durante & Waters LLC
|
Size ($ in 1000's)
At 03/31/2024: $109,463 At 12/31/2023: $103,765 Durante & Waters LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Durante & Waters LLC 13F filings. Link to 13F filings: SEC filings |
