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Diligent Investors

Latest statistics and disclosures from Diligent Investors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, SPYG, SPYV, AAPL, MDYG, and represent 19.04% of Diligent Investors's stock portfolio.
Added to shares of these 10 stocks: PMAR, WMT, First Tr Exchng Traded Fd Vi, GBTC, Ft Vest U.s. Small Cap Moderate Buffer Etf - February, Innovator Etfs Trust, BUFF, EJAN, IJAN, TGT.
Started 22 new stock positions in First Tr Exchng Traded Fd Vi, LEN, Ft Vest U.s. Small Cap Moderate Buffer Etf - February, RL, BFEB, FJUL, RLJ, MELI, BJAN, AAL. GMAR, Innovator Etfs Trust, Amplify Etf Tr, TGT, CALF, PAA, EP.PC, Innovator Etfs Tr, GBTC, FPI, FANG, PSX.
Reduced shares in these 10 stocks: AGG, SCHR, RLJ.PA, , Etf Managers Tr purefunds ise mo, PAUG, USIG, RIO, DBC, CHTR.
Sold out of its positions in BHP, CHTR, Etf Managers Tr purefunds ise mo, GILD, KMI, LUMN, Mesoblast Ltd-, RLJ.PA, RIO, TTEC.
Diligent Investors was a net buyer of stock by $15M.
Diligent Investors has $399M in assets under management (AUM), dropping by 9.54%.
Central Index Key (CIK): 0001549042

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Portfolio Holdings for Diligent Investors

Diligent Investors holds 331 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	5.8	$23M		55k	420.72	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	3.9	$16M		214k	73.15	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	3.8	$15M		303k	50.10	View chart
Apple (AAPL)	3.7	$15M	+3%	86k	171.48	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.9	$7.4M		85k	87.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.8	$7.3M		203k	35.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$7.0M	-23%	72k	97.94	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	1.7	$6.9M		90k	76.00	View chart
Visa Com Cl A (V)	1.3	$5.3M		19k	279.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$5.0M		12k	420.51	View chart
Walt Disney Company (DIS)	1.1	$4.5M	-3%	36k	122.36	View chart
Intel Corporation (INTC)	1.1	$4.4M		100k	44.17	View chart
S&p Global (SPGI)	1.1	$4.2M		10k	425.45	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.0	$4.0M	-8%	114k	35.38	View chart
Chevron Corporation (CVX)	1.0	$3.9M	+3%	25k	157.74	View chart
Qualcomm (QCOM)	1.0	$3.9M	-3%	23k	169.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$3.9M	-2%	78k	49.24	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.9	$3.7M		95k	39.28	View chart
American Homes 4 Rent Cl A (AMH)	0.8	$3.1M		85k	36.78	View chart
Wal-Mart Stores (WMT)	0.8	$3.1M	+197%	51k	60.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$3.1M	-4%	23k	131.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.8	$3.0M	+708%	82k	36.81	View chart
Meta Platforms Cl A (META)	0.7	$3.0M		6.1k	485.55	View chart
Applied Materials (AMAT)	0.7	$2.9M		14k	206.24	View chart
Amazon (AMZN)	0.7	$2.8M	+5%	16k	180.38	View chart
NVIDIA Corporation (NVDA)	0.7	$2.7M	+20%	3.0k	903.52	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.7	$2.6M		67k	38.87	View chart
Canadian Pacific Kansas City (CP)	0.7	$2.6M		29k	88.17	View chart
Bank of America Corporation (BAC)	0.6	$2.6M		68k	37.92	View chart
Procter & Gamble Company (PG)	0.6	$2.6M	-2%	16k	162.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.6	$2.4M		67k	36.50	View chart
Pool Corporation (POOL)	0.6	$2.4M		6.0k	403.49	View chart
Merck & Co (MRK)	0.6	$2.4M		18k	131.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.6	$2.3M	+13%	60k	39.11	View chart
Zoetis Cl A (ZTS)	0.6	$2.3M	-2%	14k	169.21	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.2M		11k	200.29	View chart
Simon Property (SPG)	0.5	$2.1M		14k	156.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.1M	+15%	14k	150.93	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.5	$2.1M		189k	11.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan	0.5	$2.0M	NEW	67k	30.56	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.5	$2.0M	+4%	47k	43.58	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.5	$1.9M		68k	28.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$1.9M		51k	36.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$1.9M		50k	37.49	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$1.9M	-22%	38k	49.05	View chart
Coca-Cola Company (KO)	0.5	$1.8M		30k	61.18	View chart
Corteva (CTVA)	0.5	$1.8M		32k	57.67	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$1.8M	-3%	22k	82.97	View chart
Home Depot (HD)	0.5	$1.8M		4.7k	383.56	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.5	$1.8M	NEW	28k	63.17	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.4	$1.8M		31k	57.65	View chart
Boeing Company (BA)	0.4	$1.7M	+21%	9.0k	192.99	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.4	$1.7M	-3%	20k	87.23	View chart
Verizon Communications (VZ)	0.4	$1.7M		41k	41.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$1.7M	-7%	48k	36.19	View chart
International Business Machines (IBM)	0.4	$1.7M		9.0k	190.96	View chart
Caterpillar (CAT)	0.4	$1.7M		4.7k	366.41	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$1.7M	+160%	41k	41.74	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.4	$1.7M		18k	93.05	View chart
Johnson & Johnson (JNJ)	0.4	$1.6M	+3%	10k	158.19	View chart
Pfizer (PFE)	0.4	$1.6M		59k	27.75	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$1.6M		11k	147.73	View chart
Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)	0.4	$1.6M		82k	19.92	View chart
Mondelez Intl Cl A (MDLZ)	0.4	$1.6M		23k	70.00	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$1.6M		39k	40.47	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.4	$1.6M		61k	26.31	View chart
Goldman Sachs (GS)	0.4	$1.6M		3.8k	417.74	View chart
Abbvie (ABBV)	0.4	$1.6M		8.6k	182.09	View chart
CVS Caremark Corporation (CVS)	0.4	$1.6M		20k	79.76	View chart
Dow (DOW)	0.4	$1.6M	+5%	27k	57.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small	0.4	$1.5M	NEW	76k	20.36	View chart
Global Payments (GPN)	0.4	$1.5M	-3%	12k	133.66	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$1.5M		45k	33.59	View chart
Public Storage (PSA)	0.4	$1.5M		5.2k	290.06	View chart
Cisco Systems (CSCO)	0.4	$1.5M		30k	49.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.5M	+5%	8.6k	169.37	View chart
American Express Company (AXP)	0.4	$1.5M	-3%	6.4k	227.70	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$1.5M	-19%	29k	50.77	View chart
Jabil Circuit (JBL)	0.4	$1.4M		11k	133.95	View chart
L3harris Technologies (LHX)	0.4	$1.4M		6.6k	213.10	View chart
Amgen (AMGN)	0.3	$1.4M		4.9k	284.32	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$1.4M	+126%	47k	28.94	View chart
Innovator Etfs Trust Nasdaq 100 Mana	0.3	$1.3M	NEW	52k	26.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$1.3M		35k	37.98	View chart
Morgan Stanley Com New (MS)	0.3	$1.3M		14k	94.16	View chart
Toyota Motor Corp Ads (TM)	0.3	$1.3M		5.3k	251.68	View chart
Cardinal Health (CAH)	0.3	$1.3M		12k	111.90	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.3	$1.3M	+105%	42k	31.29	View chart
Fs Kkr Capital Corp (FSK)	0.3	$1.3M	-11%	68k	19.07	View chart
McDonald's Corporation (MCD)	0.3	$1.3M		4.5k	281.93	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.3	$1.3M		53k	23.77	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.3	$1.3M		45k	28.21	View chart
Campbell Soup Company (CPB)	0.3	$1.2M		28k	44.45	View chart
salesforce (CRM)	0.3	$1.2M	-3%	4.1k	301.19	View chart
MetLife (MET)	0.3	$1.2M		16k	74.11	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.3	$1.2M	-8%	25k	47.57	View chart
Emcor (EME)	0.3	$1.2M		3.4k	350.16	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.3	$1.2M		49k	23.80	View chart
Valvoline Inc Common (VVV)	0.3	$1.2M		26k	44.57	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$1.1M	+52%	39k	29.38	View chart
Albertsons Cos Common Stock (ACI)	0.3	$1.1M		52k	21.44	View chart
Westrock (WRK)	0.3	$1.1M	-7%	22k	49.45	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$1.1M	+54%	32k	34.16	View chart
Intuitive Surgical Com New (ISRG)	0.3	$1.1M	+22%	2.7k	399.09	View chart
Edison International (EIX)	0.3	$1.1M	+13%	15k	70.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$1.1M		30k	35.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.1M		6.6k	162.87	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.1M		2.1k	504.63	View chart
Pepsi (PEP)	0.3	$1.1M		6.1k	175.01	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$1.1M	-13%	17k	61.05	View chart
Walgreen Boots Alliance (WBA)	0.3	$1.0M	-2%	48k	21.69	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$1.0M	+2%	11k	94.41	View chart
3M Company (MMM)	0.3	$1.0M	+4%	9.6k	106.07	View chart
Realty Income (O)	0.3	$1.0M	+20%	19k	54.10	View chart
Tesla Motors (TSLA)	0.3	$1.0M	+16%	5.7k	175.79	View chart
Wells Fargo & Company (WFC)	0.3	$1.0M	-3%	17k	57.96	View chart
Eaton Corp SHS (ETN)	0.3	$1.0M	+3%	3.2k	312.68	View chart
United Parcel Service CL B (UPS)	0.3	$1.0M	+5%	6.7k	148.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$990k	+3%	8.5k	116.24	View chart
At&t (T)	0.2	$969k	-9%	55k	17.60	View chart
Raytheon Technologies Corp (RTX)	0.2	$961k	+12%	9.9k	97.53	View chart
Discover Financial Services (DFS)	0.2	$930k	-3%	7.1k	131.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$927k		11k	81.43	View chart
Abbott Laboratories (ABT)	0.2	$897k	+5%	7.9k	113.66	View chart
Dupont De Nemours (DD)	0.2	$895k	-2%	12k	76.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.2	$888k		27k	33.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.2	$887k		28k	32.30	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$872k		20k	44.05	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$868k		6.9k	125.96	View chart
Broadstone Net Lease (BNL)	0.2	$864k	+2%	55k	15.67	View chart
Corning Incorporated (GLW)	0.2	$849k		26k	32.96	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.2	$848k	-3%	24k	34.87	View chart
Terex Corporation (TEX)	0.2	$815k		13k	64.40	View chart
Medtronic SHS (MDT)	0.2	$812k		9.3k	87.15	View chart
Synchrony Financial (SYF)	0.2	$790k	-4%	18k	43.12	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$787k		25k	31.16	View chart
General Mills (GIS)	0.2	$785k		11k	69.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$779k	+2%	13k	58.11	View chart
Kraft Heinz (KHC)	0.2	$778k		21k	36.90	View chart
Arcos Dorados Holdings Shs Class -a - (ARCO)	0.2	$778k	-2%	70k	11.12	View chart
AFLAC Incorporated (AFL)	0.2	$775k		9.0k	85.86	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$770k		7.2k	107.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$759k		21k	37.05	View chart
Williams Companies (WMB)	0.2	$747k	+8%	19k	38.97	View chart
Sempra Energy (SRE)	0.2	$742k		10k	71.83	View chart
Arrow Electronics (ARW)	0.2	$738k		5.7k	129.46	View chart
Stellantis SHS (STLA)	0.2	$720k	-6%	26k	28.30	View chart
Hershey Company (HSY)	0.2	$719k		3.7k	194.50	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$712k	-4%	14k	49.41	View chart
Nrg Energy Com New (NRG)	0.2	$711k	+5%	11k	67.69	View chart
Mastercard Incorporated Cl A (MA)	0.2	$696k		1.4k	481.63	View chart
Papa John's Int'l (PZZA)	0.2	$690k		10k	66.60	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$673k	+12%	10k	65.65	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.2	$667k		55k	12.15	View chart
Freeport-mcmoran CL B (FCX)	0.2	$667k	+4%	14k	47.02	View chart
Apartment Income Reit Corp (AIRC)	0.2	$667k		21k	32.47	View chart
Tanger Factory Outlet Centers (SKT)	0.2	$665k		23k	29.53	View chart
Kkr & Co (KKR)	0.2	$663k		6.6k	100.58	View chart
Kroger (KR)	0.2	$641k		11k	57.13	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$629k		3.0k	208.27	View chart
General Electric Com New (GE)	0.2	$627k	+8%	3.6k	175.51	View chart
Duke Energy Corp Com New (DUK)	0.2	$616k		6.4k	96.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$614k		2.5k	249.82	View chart
Costco Wholesale Corporation (COST)	0.2	$613k	+47%	837.00	732.39	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$613k	-3%	33k	18.45	View chart
Wp Carey (WPC)	0.2	$606k		11k	56.44	View chart
Digital Realty Trust (DLR)	0.2	$600k		4.2k	144.02	View chart
Texas Instruments Incorporated (TXN)	0.2	$600k		3.4k	174.23	View chart
Netflix (NFLX)	0.2	$599k		986.00	607.33	View chart
Proshares Tr Bitcoin Strate (BITO)	0.1	$597k	-8%	19k	32.30	View chart
Union Pacific Corporation (UNP)	0.1	$591k	+8%	2.4k	245.90	View chart
Shell Spon Ads (SHEL)	0.1	$578k		8.6k	67.04	View chart
Bristol Myers Squibb (BMY)	0.1	$577k	-2%	11k	54.23	View chart
Pioneer Natural Resources (PXD)	0.1	$573k	-10%	2.2k	262.45	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.1	$566k		54k	10.56	View chart
Cigna Corp (CI)	0.1	$565k		1.6k	363.19	View chart
Target Corporation (TGT)	0.1	$561k	NEW	3.2k	177.22	View chart
Altria (MO)	0.1	$559k	+4%	13k	43.62	View chart
International Flavors & Fragrances (IFF)	0.1	$556k		6.5k	86.00	View chart
Northrop Grumman Corporation (NOC)	0.1	$551k		1.2k	478.66	View chart
American Intl Group Com New (AIG)	0.1	$542k		6.9k	78.17	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$542k		35k	15.73	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$536k		16k	32.65	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$530k		13k	42.12	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$525k	+50%	6.1k	86.48	View chart
Ford Motor Company (F)	0.1	$520k	-2%	39k	13.28	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$519k	+11%	19k	27.01	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$512k	-7%	52k	9.90	View chart
Beacon Roofing Supply (BECN)	0.1	$511k		5.2k	98.02	View chart
ConocoPhillips (COP)	0.1	$511k	+11%	4.0k	127.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$502k		14k	36.10	View chart
Oneok (OKE)	0.1	$492k		6.1k	80.17	View chart
Palo Alto Networks (PANW)	0.1	$486k	+2%	1.7k	284.13	View chart
Travelers Companies (TRV)	0.1	$473k		2.1k	230.14	View chart
Peak (DOC)	0.1	$473k		25k	18.75	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$472k		12k	38.33	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$469k		10k	45.51	View chart
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)	0.1	$465k	NEW	25k	18.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$463k	-4%	1.0k	444.01	View chart
Honeywell International (HON)	0.1	$462k	+11%	2.3k	205.23	View chart
Valero Energy Corporation (VLO)	0.1	$461k	+2%	2.7k	170.69	View chart
Omega Healthcare Investors (OHI)	0.1	$452k		14k	31.67	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$449k		4.4k	102.28	View chart
Regency Centers Corporation (REG)	0.1	$444k		7.3k	60.56	View chart
Rlj Lodging Trust (RLJ)	0.1	$435k	NEW	18k	24.49	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$433k	-4%	8.7k	50.08	View chart
Amplify Etf Tr Amplify Mobile P	0.1	$433k	NEW	8.2k	52.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$432k		1.7k	259.85	View chart
Starbucks Corporation (SBUX)	0.1	$431k	+6%	4.7k	91.38	View chart
Zimmer Holdings (ZBH)	0.1	$430k		3.3k	131.98	View chart
Southern Company (SO)	0.1	$426k		5.9k	71.74	View chart
Waste Management (WM)	0.1	$418k		2.0k	213.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$417k		12k	33.87	View chart
Charles Schwab Corporation (SCHW)	0.1	$417k	-3%	5.8k	72.34	View chart
Macerich Company (MAC)	0.1	$415k		24k	17.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$405k	-2%	2.0k	205.72	View chart
W.R. Berkley Corporation (WRB)	0.1	$398k		4.5k	88.44	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$395k		14k	28.46	View chart
BorgWarner (BWA)	0.1	$387k	-9%	11k	34.74	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$386k		11k	33.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$384k		12k	33.36	View chart
Dover Corporation (DOV)	0.1	$382k	-6%	2.2k	177.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$382k	-2%	12k	32.47	View chart
International Paper Company (IP)	0.1	$375k	+9%	9.6k	39.02	View chart
Avis Budget (CAR)	0.1	$375k		3.1k	122.46	View chart
Marathon Petroleum Corp (MPC)	0.1	$371k	-13%	1.8k	201.53	View chart
Pvh Corporation (PVH)	0.1	$369k	-8%	2.6k	140.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$367k	NEW	11k	34.42	View chart
Eli Lilly & Co. (LLY)	0.1	$361k	-7%	464.00	777.41	View chart
Pacific Premier Ban (PPBI)	0.1	$354k		15k	24.00	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$352k	+25%	9.9k	35.37	View chart
Ing Groep Sponsored Adr (ING)	0.1	$351k		21k	16.49	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$351k	NEW	20k	17.56	View chart
ConAgra Foods (CAG)	0.1	$344k	-2%	12k	29.64	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.1	$343k	-3%	10k	33.32	View chart
Nasdaq Omx (NDAQ)	0.1	$341k		5.4k	63.10	View chart
Wyndham Hotels And Resorts (WH)	0.1	$339k		4.4k	76.75	View chart
Tyson Foods Cl A (TSN)	0.1	$338k		5.8k	58.72	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$330k	-6%	5.4k	61.53	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$330k		6.9k	47.44	View chart
Blackrock Calif Mun Income T Sh Ben Int (BFZ)	0.1	$328k		28k	11.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$322k	+4%	2.1k	152.26	View chart
Unilever Spon Adr New (UL)	0.1	$322k		6.4k	50.19	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$317k	-5%	4.7k	67.33	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$316k		11k	28.73	View chart
Deutsche Bank A G Namen Akt (DB)	0.1	$315k		20k	15.77	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$315k		10k	31.15	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$315k	-42%	14k	22.97	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$312k		11k	29.77	View chart
Ubs Group SHS (UBS)	0.1	$309k		10k	30.72	View chart
Dominion Resources (D)	0.1	$308k	-5%	6.3k	49.19	View chart
Rithm Capital Corp Com New (RITM)	0.1	$307k		28k	11.16	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	0.1	$306k		9.4k	32.49	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$304k	-4%	20k	15.21	View chart
Micron Technology (MU)	0.1	$304k	-6%	2.6k	117.89	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.1	$303k		2.7k	112.20	View chart
Innovator Etfs Trust Innovator Intl D	0.1	$297k	NEW	12k	25.74	View chart
Marsh & McLennan Companies (MMC)	0.1	$294k		1.4k	205.98	View chart
SYSCO Corporation (SYY)	0.1	$293k		3.6k	81.18	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.1	$290k		15k	20.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$290k	-4%	3.1k	93.74	View chart
Hca Holdings (HCA)	0.1	$287k		860.00	333.62	View chart
Ashland (ASH)	0.1	$282k	-4%	2.9k	97.36	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.1	$282k		7.0k	40.37	View chart
Anthem (ELV)	0.1	$281k		542.00	518.54	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$276k		6.5k	42.57	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$276k		5.2k	53.34	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$274k	-3%	5.7k	48.21	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$272k	-4%	7.4k	36.72	View chart
UnitedHealth (UNH)	0.1	$271k	+21%	547.00	495.10	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$269k	NEW	6.2k	43.54	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$264k		2.8k	94.67	View chart
Rockwell Automation (ROK)	0.1	$264k	+6%	905.00	291.17	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$261k	-13%	5.6k	46.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$259k		7.5k	34.52	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$256k	-10%	2.7k	94.89	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$253k		9.3k	27.23	View chart
Lennar Corp Cl A (LEN)	0.1	$251k	NEW	1.5k	171.98	View chart
Diamondback Energy (FANG)	0.1	$251k	NEW	1.3k	198.17	View chart
Trustmark Corporation (TRMK)	0.1	$250k		8.9k	28.11	View chart
Shopify Cl A (SHOP)	0.1	$249k		3.2k	77.17	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$249k	NEW	1.3k	187.78	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$245k	-4%	2.8k	88.45	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$245k	+5%	30k	8.16	View chart
Advanced Micro Devices (AMD)	0.1	$244k	-5%	1.4k	180.51	View chart
Chubb (CB)	0.1	$241k		931.00	259.13	View chart
Alpine Income Ppty Tr (PINE)	0.1	$241k	+2%	16k	15.28	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$240k	-2%	8.3k	28.92	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$238k		1.8k	131.93	View chart
MercadoLibre (MELI)	0.1	$236k	NEW	156.00	1511.96	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$236k		1.3k	183.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$235k		450.00	522.88	View chart
Lamb Weston Hldgs (LW)	0.1	$234k		2.2k	106.53	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$230k		5.7k	40.04	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$226k	NEW	4.6k	49.16	View chart
Devon Energy Corporation (DVN)	0.1	$226k		4.5k	50.18	View chart
Allegion Ord Shs (ALLE)	0.1	$224k	-5%	1.7k	134.71	View chart
PNC Financial Services (PNC)	0.1	$224k	-26%	1.4k	161.60	View chart
American Airls (AAL)	0.1	$223k	NEW	15k	15.35	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$220k	-14%	2.5k	89.19	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$220k	-17%	19k	11.46	View chart
Fox Corp Cl A Com (FOXA)	0.1	$219k		7.0k	31.27	View chart
Halliburton Company (HAL)	0.1	$218k	-12%	5.5k	39.42	View chart
Truist Financial Corp equities (TFC)	0.1	$217k		5.6k	38.98	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$216k		6.8k	31.70	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$211k	NEW	5.4k	39.28	View chart
Phillips 66 (PSX)	0.1	$209k	NEW	1.3k	163.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$203k	NEW	4.6k	44.45	View chart
Utz Brands Com Cl A (UTZ)	0.1	$201k	-6%	11k	18.44	View chart
Levi Strauss & Co Cl A Com Stk (LEVI)	0.1	$200k	-9%	10k	19.99	View chart
Kimco Realty Corporation (KIM)	0.0	$197k	+3%	10k	19.61	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.0	$189k		20k	9.45	View chart
Green Dot Corp Cl A (GDOT)	0.0	$189k	-8%	20k	9.33	View chart
Paramount Global Class B Com (PARA)	0.0	$186k		16k	11.77	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$179k		10k	17.30	View chart
Western Asset Invest. Grade Defined Opp (IGI)	0.0	$173k		10k	17.29	View chart
Western Union Company (WU)	0.0	$157k	-7%	11k	13.98	View chart
Gladstone Ld (LAND)	0.0	$154k	-8%	12k	13.34	View chart
Sunrun (RUN)	0.0	$146k		11k	13.18	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$144k		17k	8.29	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$136k	-10%	16k	8.73	View chart
Steelcase Cl A (SCS)	0.0	$132k		10k	13.08	View chart
Good Times Restaurants Com New (GTIM)	0.0	$123k		50k	2.47	View chart
Viatris (VTRS)	0.0	$121k		10k	11.94	View chart
City Office Reit (CIO)	0.0	$120k		23k	5.21	View chart
Farmland Partners (FPI)	0.0	$112k	NEW	10k	11.10	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$107k		30k	3.54	View chart
Newell Rubbermaid (NWL)	0.0	$91k	-3%	11k	8.03	View chart
Hanesbrands (HBI)	0.0	$82k		14k	5.80	View chart
New York Community Ban (NYCB)	0.0	$33k	+2%	10k	3.22	View chart
Office Pptys Income Tr Com Shs Ben Int (OPI)	0.0	$32k	-3%	16k	2.04	View chart

Past Filings by Diligent Investors

SEC 13F filings are viewable for Diligent Investors going back to 2014

Diligent Investors 2024 Q1 filed May 6, 2024
Diligent Investors 2023 Q4 filed Jan. 10, 2024
Diligent Investors 2023 Q3 filed Nov. 6, 2023
Diligent Investors 2023 Q2 filed July 24, 2023
Diligent Investors 2023 Q1 filed May 11, 2023
Diligent Investors 2022 Q4 filed Jan. 20, 2023
Diligent Investors 2022 Q3 filed Oct. 14, 2022
Diligent Investors 2022 Q2 filed July 13, 2022
Diligent Investors 2022 Q1 filed April 26, 2022
Diligent Investors 2021 Q4 filed Jan. 21, 2022
Diligent Investors 2021 Q3 filed Oct. 13, 2021
Diligent Investors 2021 Q2 filed Aug. 12, 2021
Diligent Investors 2021 Q1 filed April 23, 2021
Diligent Investors 2020 Q4 filed Feb. 9, 2021
Diligent Investors 2020 Q3 filed Nov. 9, 2020
Diligent Investors 2020 Q2 filed July 9, 2020

View all past filings

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