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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, AAPL, SPYG, SPYV, SPDW, and represent 19.29% of Diligent Investors's stock portfolio.
Added to shares of these 10 stocks: Innovator Etfs Trust, Smurfit WestRock, JUNM, BRK.B, Innovator Growth-100 Power Buffer Etf - September, XJUL, First Tr Exchng Traded Fd Vi, GJUL, AMZN, PSEP.
Started 25 new stock positions in PLTR, First Tr Exchng Traded Fd Vi, Innovator Etfs Trust, NKE, Innovator Etfs Trust, TOL, Innovator Growth-100 Power Buffer Etf - September, VEU, JUNM, ALLE.
Reduced shares in these 10 stocks: WRK, BOCT, SPYG, SPGI, SPYV, , DBC, , AAPL, .
Sold out of its positions in DVN, FAS, New York Community Ban, OPI, SCS, RUN, SMCI, UTZ, WU, WRK.
Diligent Investors was a net buyer of stock by $5.9M.
Diligent Investors has $431M in assets under management (AUM), dropping by 6.73%.
Central Index Key (CIK): 0001549042

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Portfolio Holdings for Diligent Investors

Diligent Investors holds 352 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	5.5	$24M		55k	430.30	View chart
Apple (AAPL)	4.5	$20M		84k	233.00	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.0	$17M	-2%	206k	82.94	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	3.6	$16M	-2%	293k	52.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.7	$7.5M		199k	37.56	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.6	$7.0M		79k	87.74	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	1.6	$6.7M		85k	79.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$6.2M	-3%	62k	101.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$6.2M	+11%	14k	460.25	View chart
Visa Com Cl A (V)	1.1	$4.8M	-3%	18k	274.95	View chart
S&p Global (SPGI)	1.1	$4.6M	-8%	8.8k	516.62	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.1	$4.6M	+5%	120k	37.86	View chart
NVIDIA Corporation (NVDA)	1.0	$4.2M	-2%	35k	121.44	View chart
Wal-Mart Stores (WMT)	0.9	$4.0M	-2%	50k	80.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$4.0M		78k	51.50	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.9	$4.0M		95k	42.12	View chart
Qualcomm (QCOM)	0.9	$3.9M		23k	170.05	View chart
Chevron Corporation (CVX)	0.9	$3.8M	+5%	26k	147.27	View chart
Meta Platforms Cl A (META)	0.9	$3.7M	+3%	6.5k	572.40	View chart
Walt Disney Company (DIS)	0.8	$3.5M		37k	96.19	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$3.5M		23k	153.13	View chart
Amazon (AMZN)	0.8	$3.3M	+10%	18k	186.33	View chart
American Homes 4 Rent Cl A (AMH)	0.8	$3.3M		85k	38.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.7	$3.1M	-3%	79k	39.25	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.7	$2.9M		82k	35.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.7	$2.9M	+12%	75k	38.53	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.7	$2.8M		66k	42.78	View chart
Applied Materials (AMAT)	0.6	$2.8M		14k	202.05	View chart
Procter & Gamble Company (PG)	0.6	$2.7M		16k	173.20	View chart
Zoetis Cl A (ZTS)	0.6	$2.7M		14k	195.38	View chart
Bank of America Corporation (BAC)	0.6	$2.7M		67k	39.68	View chart
Canadian Pacific Kansas City (CP)	0.6	$2.5M		29k	85.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.6	$2.5M		60k	41.32	View chart
Intel Corporation (INTC)	0.5	$2.3M		100k	23.46	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.3M		11k	210.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.3M		14k	165.85	View chart
Simon Property (SPG)	0.5	$2.3M		14k	169.02	View chart
Pool Corporation (POOL)	0.5	$2.2M		5.9k	376.79	View chart
Coca-Cola Company (KO)	0.5	$2.2M		30k	71.86	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.5	$2.1M	-2%	45k	46.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.5	$2.0M	-2%	63k	32.11	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.5	$2.0M		174k	11.52	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.5	$2.0M		18k	109.53	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$2.0M		48k	41.28	View chart
International Business Machines (IBM)	0.5	$2.0M		9.0k	221.09	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.5	$2.0M		68k	29.13	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.5	$2.0M	+5%	32k	60.82	View chart
Merck & Co (MRK)	0.5	$2.0M	-3%	17k	113.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$2.0M		50k	38.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$2.0M		51k	38.31	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$1.9M		44k	44.12	View chart
Caterpillar (CAT)	0.4	$1.9M	+2%	4.9k	391.14	View chart
Home Depot (HD)	0.4	$1.9M		4.7k	405.21	View chart
Verizon Communications (VZ)	0.4	$1.9M	+3%	42k	44.91	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$1.9M		22k	86.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.9M		46k	40.48	View chart
Public Storage (PSA)	0.4	$1.9M		5.1k	363.90	View chart
Goldman Sachs (GS)	0.4	$1.8M		3.7k	495.07	View chart
Tesla Motors (TSLA)	0.4	$1.8M	+4%	6.9k	261.63	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.4	$1.8M		19k	93.11	View chart
Corteva (CTVA)	0.4	$1.8M	-3%	30k	58.79	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.4	$1.7M	+7%	63k	27.56	View chart
Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)	0.4	$1.7M		82k	21.00	View chart
Mondelez Intl Cl A (MDLZ)	0.4	$1.7M		23k	73.67	View chart
Abbvie (ABBV)	0.4	$1.7M		8.6k	197.47	View chart
American Express Company (AXP)	0.4	$1.7M		6.2k	271.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.4	$1.7M	-2%	78k	21.29	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$1.7M	-4%	33k	50.60	View chart
Johnson & Johnson (JNJ)	0.4	$1.7M		10k	162.06	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.4	$1.6M		60k	27.44	View chart
Pfizer (PFE)	0.4	$1.6M		56k	28.94	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$1.6M	-6%	10k	154.02	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.6M		14k	117.22	View chart
Innovator Etfs Trust Equity Defined P	0.4	$1.6M	NEW	59k	26.78	View chart
L3harris Technologies (LHX)	0.4	$1.6M		6.6k	237.87	View chart
Amgen (AMGN)	0.4	$1.6M		4.9k	322.20	View chart
Cisco Systems (CSCO)	0.3	$1.5M	-5%	28k	53.22	View chart
Morgan Stanley Com New (MS)	0.3	$1.5M		14k	104.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.5M		8.2k	179.16	View chart
Dow (DOW)	0.3	$1.4M		26k	54.63	View chart
McDonald's Corporation (MCD)	0.3	$1.4M	-12%	4.7k	304.53	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.3	$1.4M		28k	50.50	View chart
Boeing Company (BA)	0.3	$1.4M		9.4k	152.04	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$1.4M	-3%	45k	31.34	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$1.4M	+2%	44k	31.58	View chart
Fs Kkr Capital Corp (FSK)	0.3	$1.4M	+2%	71k	19.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.3	$1.4M	+42%	39k	34.94	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.3	$1.4M	+5%	54k	25.53	View chart
Campbell Soup Company (CPB)	0.3	$1.3M		28k	48.92	View chart
MetLife (MET)	0.3	$1.3M		16k	82.48	View chart
Edison International (EIX)	0.3	$1.3M		15k	87.09	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.3	$1.3M		45k	29.41	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.3	$1.3M	-4%	40k	32.97	View chart
At&t (T)	0.3	$1.3M	+6%	58k	22.00	View chart
Cardinal Health (CAH)	0.3	$1.3M		12k	110.52	View chart
Intuitive Surgical Com New (ISRG)	0.3	$1.3M		2.6k	491.27	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.3	$1.3M		52k	24.46	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$1.3M	-5%	24k	52.58	View chart
3M Company (MMM)	0.3	$1.3M	-7%	9.3k	136.70	View chart
Emcor (EME)	0.3	$1.3M	-12%	2.9k	430.49	View chart
Jabil Circuit (JBL)	0.3	$1.3M		11k	119.83	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.3	$1.3M		25k	49.91	View chart
Realty Income (O)	0.3	$1.2M		19k	63.42	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M		10k	121.17	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.2M		24k	48.64	View chart
Corning Incorporated (GLW)	0.3	$1.2M	+2%	26k	45.15	View chart
CVS Caremark Corporation (CVS)	0.3	$1.1M		18k	62.88	View chart
salesforce (CRM)	0.3	$1.1M		4.2k	273.70	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$1.1M		35k	32.46	View chart
Global Payments (GPN)	0.3	$1.1M	-4%	11k	102.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$1.1M	-2%	31k	36.04	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.1M		2.1k	517.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$1.1M		17k	66.52	View chart
Smurfit Westrock SHS	0.3	$1.1M	NEW	22k	49.42	View chart
Valvoline Inc Common (VVV)	0.3	$1.1M		26k	41.85	View chart
Eaton Corp SHS (ETN)	0.3	$1.1M		3.3k	331.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$1.1M	-4%	29k	36.92	View chart
Pepsi (PEP)	0.2	$1.1M		6.2k	170.04	View chart
Broadstone Net Lease (BNL)	0.2	$1.1M		56k	18.95	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.2	$1.0M	NEW	33k	31.42	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.0M		20k	52.13	View chart
Wells Fargo & Company (WFC)	0.2	$1.0M	+5%	18k	56.49	View chart
Dupont De Nemours (DD)	0.2	$1.0M		11k	89.11	View chart
AFLAC Incorporated (AFL)	0.2	$1.0M		9.0k	111.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.2	$997k	+3%	28k	35.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$997k	-12%	5.7k	174.58	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$976k		11k	87.80	View chart
Toyota Motor Corp Ads (TM)	0.2	$970k	+2%	5.4k	178.57	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.2	$959k	+48%	33k	28.74	View chart
Nrg Energy Com New (NRG)	0.2	$947k	+4%	10k	91.10	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.2	$947k	-43%	22k	42.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.2	$943k		28k	33.74	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$934k		6.9k	135.44	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$934k		11k	83.09	View chart
Albertsons Cos Common Stock (ACI)	0.2	$919k		50k	18.48	View chart
Synchrony Financial (SYF)	0.2	$912k		18k	49.88	View chart
United Parcel Service CL B (UPS)	0.2	$901k	-2%	6.6k	136.34	View chart
Discover Financial Services (DFS)	0.2	$898k		6.4k	140.30	View chart
Williams Companies (WMB)	0.2	$881k		19k	45.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$865k		24k	36.72	View chart
Sempra Energy (SRE)	0.2	$864k		10k	83.63	View chart
Duke Energy Corp Com New (DUK)	0.2	$861k		7.5k	115.29	View chart
Abbott Laboratories (ABT)	0.2	$861k	-12%	7.6k	114.01	View chart
Medtronic SHS (MDT)	0.2	$839k		9.3k	90.03	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.2	$836k	-2%	24k	35.66	View chart
Netflix (NFLX)	0.2	$836k	+17%	1.2k	709.27	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$820k		10k	80.78	View chart
Kkr & Co (KKR)	0.2	$813k		6.2k	130.58	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$789k		15k	54.00	View chart
Costco Wholesale Corporation (COST)	0.2	$787k	+2%	887.00	886.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$786k		21k	38.37	View chart
General Mills (GIS)	0.2	$785k	-5%	11k	73.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.2	$777k	+75%	22k	36.03	View chart
Arrow Electronics (ARW)	0.2	$757k		5.7k	132.83	View chart
Mastercard Incorporated Cl A (MA)	0.2	$754k	+2%	1.5k	493.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$752k	-3%	13k	57.83	View chart
Tanger Factory Outlet Centers (SKT)	0.2	$740k		22k	33.18	View chart
Hershey Company (HSY)	0.2	$738k		3.8k	191.80	View chart
Kraft Heinz (KHC)	0.2	$726k		21k	35.11	View chart
Texas Instruments Incorporated (TXN)	0.2	$712k		3.4k	206.58	View chart
Walgreen Boots Alliance (WBA)	0.2	$701k	+70%	78k	8.96	View chart
Wp Carey (WPC)	0.2	$685k		11k	62.30	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$681k		3.0k	225.76	View chart
Freeport-mcmoran CL B (FCX)	0.2	$678k		14k	49.92	View chart
Digital Realty Trust (DLR)	0.2	$675k		4.2k	161.83	View chart
Terex Corporation (TEX)	0.2	$670k		13k	52.91	View chart
Ge Aerospace Com New (GE)	0.2	$666k		3.5k	188.59	View chart
International Flavors & Fragrances (IFF)	0.2	$654k		6.2k	104.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$648k		2.5k	263.82	View chart
Kroger (KR)	0.1	$638k		11k	57.30	View chart
Union Pacific Corporation (UNP)	0.1	$627k	+2%	2.5k	246.50	View chart
Altria (MO)	0.1	$619k		12k	51.04	View chart
Arcos Dorados Holdings Shs Class -a - (ARCO)	0.1	$612k		70k	8.72	View chart
Northrop Grumman Corporation (NOC)	0.1	$608k		1.2k	528.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$602k	+14%	16k	38.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$591k		6.1k	97.42	View chart
Omega Healthcare Investors (OHI)	0.1	$589k		15k	40.70	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$587k		13k	45.32	View chart
Palo Alto Networks (PANW)	0.1	$586k		1.7k	341.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$580k	+38%	3.5k	167.21	View chart
Peak (DOC)	0.1	$577k		25k	22.87	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$575k		16k	35.03	View chart
Shell Spon Ads (SHEL)	0.1	$569k		8.6k	65.95	View chart
Kinder Morgan (KMI)	0.1	$568k		26k	22.09	View chart
Bristol Myers Squibb (BMY)	0.1	$564k	+3%	11k	51.74	View chart
Oneok (OKE)	0.1	$559k		6.1k	91.13	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$559k		35k	16.05	View chart
Snowflake Cl A (SNOW)	0.1	$545k	+75%	4.7k	114.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$542k	+4%	2.2k	243.06	View chart
Regency Centers Corporation (REG)	0.1	$541k		7.5k	72.23	View chart
Innovator Etfs Trust Growth 100 Power	0.1	$536k	NEW	22k	24.98	View chart
Southern Company (SO)	0.1	$536k		5.9k	90.18	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$529k		14k	38.05	View chart
Papa John's Int'l (PZZA)	0.1	$527k		9.8k	53.87	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.1	$525k		47k	11.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$517k	-10%	1.1k	488.09	View chart
Cigna Corp (CI)	0.1	$514k		1.5k	346.44	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$508k		4.7k	108.63	View chart
American Intl Group Com New (AIG)	0.1	$501k		6.8k	73.23	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.1	$491k		15k	32.72	View chart
Target Corporation (TGT)	0.1	$490k		3.1k	155.84	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$489k	-3%	12k	41.80	View chart
International Paper Company (IP)	0.1	$485k		9.9k	48.85	View chart
Travelers Companies (TRV)	0.1	$481k		2.1k	234.12	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$480k		24k	19.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$473k		1.7k	283.21	View chart
Shopify Cl A (SHOP)	0.1	$467k		5.8k	80.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$459k		13k	35.24	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.1	$450k		33k	13.59	View chart
Ford Motor Company (F)	0.1	$445k	+8%	42k	10.56	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.1	$443k		17k	26.08	View chart
Beacon Roofing Supply (BECN)	0.1	$434k		5.0k	86.43	View chart
Honeywell International (HON)	0.1	$431k	-9%	2.1k	206.75	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$422k		14k	30.36	View chart
Macerich Company (MAC)	0.1	$421k	-4%	23k	18.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$419k		11k	36.88	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$416k		40k	10.46	View chart
Amplify Etf Tr Amplify Mobile P (IPAY)	0.1	$416k		8.0k	52.27	View chart
Dover Corporation (DOV)	0.1	$413k		2.2k	191.73	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$411k	-2%	4.3k	95.90	View chart
Micron Technology (MU)	0.1	$409k		3.9k	103.71	View chart
Waste Management (WM)	0.1	$409k		2.0k	207.58	View chart
ConocoPhillips (COP)	0.1	$402k	-4%	3.8k	105.27	View chart
Nasdaq Omx (NDAQ)	0.1	$394k		5.4k	73.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$393k	+63%	1.4k	280.47	View chart
Starbucks Corporation (SBUX)	0.1	$387k	-18%	4.0k	97.50	View chart
Ing Groep Sponsored Adr (ING)	0.1	$387k		21k	18.16	View chart
W.R. Berkley Corporation (WRB)	0.1	$383k	+49%	6.7k	56.73	View chart
ConAgra Foods (CAG)	0.1	$380k		12k	32.52	View chart
Dominion Resources (D)	0.1	$373k		6.5k	57.79	View chart
Charles Schwab Corporation (SCHW)	0.1	$372k		5.7k	64.81	View chart
Unilever Spon Adr New (UL)	0.1	$372k	-9%	5.7k	64.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100	0.1	$371k	NEW	18k	20.45	View chart
Pacific Premier Ban (PPBI)	0.1	$371k		15k	25.16	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.1	$368k	-2%	10k	36.99	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$367k	+36%	13k	28.98	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$365k	-8%	10k	35.10	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$363k		5.4k	67.51	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$352k	+11%	18k	19.19	View chart
Zimmer Holdings (ZBH)	0.1	$351k		3.3k	107.95	View chart
Valero Energy Corporation (VLO)	0.1	$351k		2.6k	135.03	View chart
Hca Holdings (HCA)	0.1	$350k		860.00	406.64	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$348k	-2%	7.3k	47.53	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$347k		20k	17.37	View chart
Stellantis SHS (STLA)	0.1	$346k		25k	14.05	View chart
Deutsche Bank A G Namen Akt (DB)	0.1	$346k		20k	17.31	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	0.1	$346k	-3%	9.1k	37.90	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$340k		13k	27.00	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$339k		4.8k	71.10	View chart
BorgWarner (BWA)	0.1	$339k	-10%	9.4k	36.29	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$335k		12k	28.41	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$335k		7.0k	48.14	View chart
Advanced Micro Devices (AMD)	0.1	$333k	+6%	2.0k	164.09	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$327k		11k	29.73	View chart
Bhp Group Sponsored Ads (BHP)	0.1	$327k	NEW	5.3k	62.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$324k		12k	27.01	View chart
Tyson Foods Cl A (TSN)	0.1	$322k		5.4k	59.56	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$321k	-11%	8.7k	37.07	View chart
Marsh & McLennan Companies (MMC)	0.1	$318k		1.4k	223.09	View chart
Nike CL B (NKE)	0.1	$315k	NEW	3.6k	88.41	View chart
Rithm Capital Corp Com New (RITM)	0.1	$313k		28k	11.35	View chart
UnitedHealth (UNH)	0.1	$313k	-3%	535.00	585.02	View chart
MercadoLibre (MELI)	0.1	$308k	-5%	150.00	2051.96	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$305k		10k	30.28	View chart
Wyndham Hotels And Resorts (WH)	0.1	$303k		3.9k	78.14	View chart
Marathon Petroleum Corp (MPC)	0.1	$303k		1.9k	162.93	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$302k		3.1k	98.06	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$297k		10k	29.29	View chart
Fox Corp Cl A Com (FOXA)	0.1	$296k		7.0k	42.33	View chart
Alpine Income Ppty Tr (PINE)	0.1	$295k		16k	18.20	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.1	$291k		7.0k	41.68	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$289k		7.4k	39.27	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$288k		11k	27.01	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$288k		20k	14.41	View chart
Palantir Technologies Cl A (PLTR)	0.1	$288k	NEW	7.7k	37.20	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$287k		6.2k	46.56	View chart
Trustmark Corporation (TRMK)	0.1	$283k		8.9k	31.82	View chart
Anthem (ELV)	0.1	$282k		542.00	520.00	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$280k		5.1k	54.68	View chart
Lennar Corp Cl A (LEN)	0.1	$274k		1.5k	187.50	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$272k		31k	8.72	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$269k		1.8k	149.64	View chart
Chubb (CB)	0.1	$269k		931.00	288.39	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$267k		2.7k	98.80	View chart
Pvh Corporation (PVH)	0.1	$265k		2.6k	100.84	View chart
Servicenow (NOW)	0.1	$264k		295.00	894.39	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.1	$264k	+21%	9.3k	28.35	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$263k		5.6k	46.83	View chart
AES Corporation (AES)	0.1	$263k		13k	20.06	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.1	$263k	NEW	8.2k	32.21	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$262k		2.7k	98.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$261k		454.00	574.09	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$258k		1.3k	193.86	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$256k		5.7k	45.07	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$256k		1.3k	200.37	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$255k		8.3k	30.79	View chart
Jefferies Finl Group (JEF)	0.1	$252k		4.1k	61.55	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$249k		5.7k	43.37	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$246k	+5%	5.3k	46.52	View chart
Rockwell Automation (ROK)	0.1	$244k		907.00	268.58	View chart
Broadcom (AVGO)	0.1	$243k	NEW	1.4k	172.51	View chart
SYSCO Corporation (SYY)	0.1	$242k	-13%	3.1k	78.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$242k		10k	24.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$241k	+14%	8.0k	30.35	View chart
PNC Financial Services (PNC)	0.1	$237k	-7%	1.3k	184.85	View chart
Motorola Solutions Com New (MSI)	0.1	$236k		524.00	449.63	View chart
Highwoods Properties (HIW)	0.1	$235k	NEW	7.0k	33.51	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$233k		19k	12.38	View chart
Allegion Ord Shs (ALLE)	0.1	$232k	NEW	1.6k	145.74	View chart
Nucor Corporation (NUE)	0.1	$232k	NEW	1.5k	150.34	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$230k		1.3k	173.67	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$228k		6.8k	33.48	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$228k		2.6k	88.93	View chart
Avis Budget (CAR)	0.1	$225k	-5%	2.6k	87.59	View chart
Kimco Realty Corporation (KIM)	0.1	$224k	-3%	9.7k	23.22	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$223k		3.1k	71.18	View chart
Innovator Etfs Trust Equity Defined P	0.1	$222k	NEW	9.0k	24.66	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.1	$222k		7.2k	31.04	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$222k	NEW	2.5k	88.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$220k		4.6k	48.11	View chart
Diamondback Energy (FANG)	0.1	$218k		1.3k	172.40	View chart
Ashland (ASH)	0.1	$216k	-4%	2.5k	86.96	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$216k		8.3k	26.22	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$216k	-4%	5.2k	41.96	View chart
Ge Vernova (GEV)	0.1	$216k	NEW	847.00	254.98	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$216k		2.4k	90.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.0	$215k	NEW	6.2k	34.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.0	$215k		5.9k	36.24	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$214k	-4%	4.4k	48.98	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.0	$212k	NEW	4.0k	52.89	View chart
Levi Strauss & Co Cl A Com Stk (LEVI)	0.0	$212k	-3%	9.7k	21.80	View chart
Philip Morris International (PM)	0.0	$210k	NEW	1.7k	121.37	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$209k	-53%	9.4k	22.27	View chart
Grayscale Bitcoin Mini Tr Bt SHS	0.0	$208k	NEW	37k	5.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$207k		6.0k	34.48	View chart
Gilead Sciences (GILD)	0.0	$203k	NEW	2.4k	83.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$201k	NEW	3.2k	63.00	View chart
Toll Brothers (TOL)	0.0	$201k	NEW	1.3k	154.46	View chart
Western Asset Invest. Grade Defined Opp (IGI)	0.0	$180k		10k	18.00	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$180k	NEW	64k	2.82	View chart
Paramount Global Class B Com (PARA)	0.0	$167k		16k	10.62	View chart
American Airls (AAL)	0.0	$163k		15k	11.24	View chart
Gladstone Ld (LAND)	0.0	$159k		11k	13.90	View chart
Good Times Restaurants Com New (GTIM)	0.0	$136k		50k	2.72	View chart
City Office Reit (CIO)	0.0	$134k		23k	5.84	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$132k		30k	4.37	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$128k	+4%	16k	8.25	View chart
Viatris (VTRS)	0.0	$121k		10k	11.61	View chart
Farmland Partners (FPI)	0.0	$106k		10k	10.45	View chart
Hanesbrands (HBI)	0.0	$98k	-4%	13k	7.35	View chart
Newell Rubbermaid (NWL)	0.0	$85k	-2%	11k	7.68	View chart
Goldmining (GLDG)	0.0	$9.4k	NEW	10k	0.94	View chart

Past Filings by Diligent Investors

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

Diligent Investors 2024 Q3 filed Nov. 1, 2024
Diligent Investors 2024 Q2 filed July 15, 2024
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

View all past filings

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