You're signed outSign in or to get full access.
Durante & Waters, LLC
Durante & Waters, LLC is an independent, fee-only registered investment adviser, also operating as Infiniti Wealth Management and Beacon Hill Private Wealth Management. The firm provides comprehensive financial planning and investment management services with a focus on asset allocation, diversification, and risk management, primarily utilizing ETFs and mutual funds. The firm emphasizes personalized attention, does not sell proprietary products or receive commissions, and is committed to acting as a fiduciary for clients, including individuals, trusts, and estates.
Investment Strategy
Asset allocation, diversification, and risk management; primarily uses ETFs and mutual funds; may recommend Independent Managers for select clients; exercises investment discretion for clients regarding securities, amounts, timing, and manager selection.
Latest 13F Filing Activity
Durante & Waters, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 32 equity positions with a total 13F market value of $127M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Durante & Waters, LLC reduced exposure to Ishares TR, Berkshire Hathaway Inc. Del, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 26.34% | $33.5M | 53,913 | $506.87 | $620.90 | +$4.3M |
I ITOT | ISHARES TR | 19.35% | $24.6M | 182,063 | $105.47 | $135.04 | +$2.0M |
I IVE | ISHARES TR | 9.98% | $12.7M | 64,926 | $173.89 | $195.42 | -$1.4M |
A AGG | ISHARES TR | 6.00% | $7.6M | 76,804 | $98.41 | $99.20 | -$86.7K |
S SHY | ISHARES TR | 5.38% | $6.8M | 82,480 | $81.99 | $82.86 | -$125.2K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more