DURANTE & WATERS, LLC - Portfolio overview

DURANTE & WATERS, LLC has 33 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 25.71%
2. ITOT - ISHARES TR, 18.71%
3. FENI - FIDELITY COVINGTON TRUST, 10.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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