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Home > Institutional Investor > Durante & Waters, Llc > Profile

Instuitional Investor - Durante & Waters, Llc

Fund Profile
Filing Period:
Fund Name: Durante & Waters, Llc
Portfolio Value $118,999,117
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 51,900 $29,162,391 24.51%
2.
Ishares Trust
 IEF 185,509 $22,634,000 19.02%
3.
Ishares Trust
 IEF 73,846 $14,073,619 11.83%
4.
Ishares Trust
 IEF 77,899 $7,705,734 6.48%
5.
Ishares Trust
 IEF 84,123 $6,959,511 5.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)