StockDriftsStockDriftsTop 31 Durante & Waters, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.8% | 54.6K | $35.6M | +0.28%(+151) | $492.87(+51.85%) | 2026-03-31 | |
| ITOT | ISHARES TR | 18.78% | 182.2K | $25.9M | -0.94%(-1.72K) | $101.04(+62.07%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 10.14% | 376.5K | $14.0M | +0.42%(+1.58K) | $34.46(+16.98%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.98% | 83.2K | $8.3M | -0.25%(-208) | $97.60(+1.03%) | 2026-03-31 | |
| SHY | ISHARES TR | 5.4% | 90.3K | $7.5M | -1.13%(-1.03K) | $81.72(+0.27%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.29% | 18.5K | $5.9M | -1.60%(-300) | $228.70(+61.24%) | 2026-03-31 | |
| SUB | ISHARES TR | 4.07% | 52.8K | $5.6M | +4.31%(+2.18K) | $104.68(+1.55%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.64% | 7 | $5.0M | +0.00%(+0) | $537051.00(+41.81%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.98% | 38.7K | $4.1M | +0.58%(+225) | $106.02(+1.39%) | 2026-03-31 | |
| IQLT | ISHARES TR | 2.43% | 72.7K | $3.4M | +0.00%(+0) | $38.98(+27.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.81% | +36.05% |
| Top 20 Holdings Unweighted | +12.99% | +44.26% |
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