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Diligent Investors

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

Top 5 stock holdings are SPYG, AAPL, SPYV, MSFT, NVDA, and represent 16.94% of Diligent Investors's stock portfolio.
Added to shares of these 10 stocks: DDFL, GSEP, QCJL, XAUG, NBIS, COLB, NSEP, QMAG, Innovator Etfs Trust, IAUG.
Started 20 new stock positions in SAUG, WEN, NBIS, SOFI, IAUG, QMAG, Innovator Etfs Trust, GSEP, BABA, SABR. AUGW, TOL, COLB, IBIT, DDFL, CMRC, MPC, EOCT, UAL, NAUG.
Reduced shares in these 10 stocks: SCHO (-$10M), , , AAPL, SPYV, LHX, AMAT, JPM, SPDW, ABBV.
Sold out of its positions in AES, AEO, C, CAG, OCTM, GTIM, DOC, IFF, EMXC, JBL. KHC, LHX, MELI, NOK, OKE, Pacific Premier Ban, PSK, SPTS, SCHO, VGSH, VNQ, Walgreen Boots Alliance, WBD.
Diligent Investors was a net seller of stock by $-50M.
Diligent Investors has $396M in assets under management (AUM), dropping by -6.28%.
Central Index Key (CIK): 0001549042

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Portfolio Holdings for Diligent Investors

Diligent Investors holds 332 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	4.6	$18M	-2%	175k	104.51	View chart
Apple (AAPL)	4.4	$17M	-16%	68k	254.63	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	3.2	$13M	-18%	232k	55.33	View chart
Microsoft Corporation (MSFT)	2.9	$11M		22k	517.95	View chart
NVIDIA Corporation (NVDA)	1.8	$7.2M		39k	186.58	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.8	$7.2M	-16%	168k	42.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$6.0M	-3%	12k	502.74	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	1.5	$5.8M	-2%	64k	91.56	View chart
Visa Com Cl A (V)	1.5	$5.8M		17k	341.37	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	1.4	$5.7M	-3%	68k	83.41	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.3	$5.1M		120k	42.47	View chart
Meta Platforms Cl A (META)	1.3	$5.1M		6.9k	734.42	View chart
Amazon (AMZN)	1.1	$4.2M		19k	219.57	View chart
Chevron Corporation (CVX)	1.1	$4.2M		27k	155.29	View chart
S&p Global (SPGI)	1.0	$4.0M		8.3k	486.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	1.0	$3.9M		90k	43.91	View chart
Walt Disney Company (DIS)	1.0	$3.9M	-2%	34k	114.50	View chart
Tesla Motors (TSLA)	1.0	$3.9M		8.8k	444.72	View chart
Wal-Mart Stores (WMT)	0.9	$3.8M		36k	103.06	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$3.7M		133k	27.90	View chart
Qualcomm (QCOM)	0.9	$3.6M		21k	166.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$3.4M		14k	243.11	View chart
Goldman Sachs (GS)	0.7	$2.8M	-4%	3.6k	796.29	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.7	$2.8M	+2%	58k	48.99	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.7	$2.7M	-2%	71k	38.36	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.7	$2.7M		57k	48.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.7	$2.7M	-15%	59k	45.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.7	$2.6M		63k	42.02	View chart
International Business Machines (IBM)	0.6	$2.5M		8.9k	282.15	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.6	$2.5M		28k	89.77	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$2.5M		54k	46.81	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.6	$2.5M		75k	33.15	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$2.4M	-2%	14k	170.85	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$2.4M	-12%	46k	53.19	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.6	$2.4M	NEW	117k	20.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.6	$2.3M		67k	34.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.6	$2.3M	+5%	54k	43.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.6	$2.3M	+4%	54k	42.95	View chart
Morgan Stanley Com New (MS)	0.6	$2.3M		14k	158.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.5	$2.2M		54k	39.69	View chart
Canadian Pacific Kansas City (CP)	0.5	$2.2M		29k	74.49	View chart
Boeing Company (BA)	0.5	$2.1M		9.9k	215.83	View chart
American Express Company (AXP)	0.5	$2.1M		6.2k	332.15	View chart
Corning Incorporated (GLW)	0.5	$2.1M	-2%	25k	82.03	View chart
Johnson & Johnson (JNJ)	0.5	$2.0M		11k	185.42	View chart
Home Depot (HD)	0.5	$2.0M		5.0k	405.23	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.5	$2.0M	-2%	42k	48.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.0M	-8%	20k	100.25	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.5	$2.0M	+3%	28k	71.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.5	$2.0M		87k	22.80	View chart
Simon Property (SPG)	0.5	$1.9M		10k	187.67	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.9M	-44%	6.1k	315.42	View chart
Bank of America Corporation (BAC)	0.5	$1.9M	-40%	37k	51.59	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.9M		10k	182.42	View chart
Procter & Gamble Company (PG)	0.5	$1.8M	-24%	12k	153.65	View chart
Emcor (EME)	0.4	$1.8M		2.7k	649.65	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.4	$1.8M	+3%	57k	30.96	View chart
Corteva (CTVA)	0.4	$1.8M	-4%	26k	67.63	View chart
Cisco Systems (CSCO)	0.4	$1.7M		25k	68.42	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.7M		15k	112.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.7M		37k	45.60	View chart
American Homes 4 Rent Cl A (AMH)	0.4	$1.6M	-35%	49k	33.25	View chart
Verizon Communications (VZ)	0.4	$1.6M	-2%	36k	43.95	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.4	$1.6M	-21%	143k	10.85	View chart
Netflix (NFLX)	0.4	$1.5M	-11%	1.3k	1198.92	View chart
At&t (T)	0.4	$1.5M		55k	28.24	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.4	$1.5M	-8%	52k	29.29	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.4	$1.5M	-6%	42k	35.74	View chart
Coca-Cola Company (KO)	0.4	$1.5M		22k	66.32	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$1.5M	+8%	45k	32.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.4	$1.5M	+2%	39k	38.37	View chart
Mondelez Intl Cl A (MDLZ)	0.4	$1.5M	+2%	24k	62.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.5M		6.1k	243.55	View chart
Pool Corporation (POOL)	0.4	$1.5M	-3%	4.7k	310.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.4	$1.4M	+39%	39k	36.75	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.4M		19k	76.45	View chart
McDonald's Corporation (MCD)	0.4	$1.4M		4.7k	303.91	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.4	$1.4M		48k	28.73	View chart
Wells Fargo & Company (WFC)	0.4	$1.4M	-2%	17k	83.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.4M	+4%	3.9k	355.47	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.3	$1.4M	+2%	47k	28.94	View chart
Capital One Financial (COF)	0.3	$1.4M		6.4k	212.58	View chart
Zoetis Cl A (ZTS)	0.3	$1.3M	-31%	9.1k	146.32	View chart
Pfizer (PFE)	0.3	$1.3M	-2%	52k	25.48	View chart
Williams Companies (WMB)	0.3	$1.3M	+3%	21k	63.35	View chart
Costco Wholesale Corporation (COST)	0.3	$1.3M	+10%	1.4k	925.58	View chart
3M Company (MMM)	0.3	$1.3M		8.3k	155.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.3	$1.3M		33k	38.88	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M	-4%	7.4k	167.34	View chart
Synchrony Financial (SYF)	0.3	$1.2M		17k	71.05	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$1.2M	-9%	48k	25.13	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.2M		8.6k	139.16	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.3	$1.2M	-14%	34k	35.19	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$1.2M	+9%	24k	48.42	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.3	$1.2M	+18%	20k	56.81	View chart
Eaton Corp SHS (ETN)	0.3	$1.2M		3.1k	374.25	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.3	$1.2M	-33%	13k	88.65	View chart
Applied Materials (AMAT)	0.3	$1.1M	-58%	5.6k	204.75	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$1.1M	-14%	34k	33.21	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.3	$1.1M		33k	33.82	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.3	$1.1M	-35%	12k	94.31	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.1M		21k	52.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.1M	-8%	5.8k	189.70	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.3	$1.1M		35k	31.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.3	$1.1M	+26%	27k	40.56	View chart
Public Storage (PSA)	0.3	$1.1M	-22%	3.7k	288.85	View chart
Realty Income (O)	0.3	$1.0M		17k	60.79	View chart
Snowflake Com Shs (SNOW)	0.3	$1.0M		4.6k	225.55	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$1.0M	-4%	30k	34.20	View chart
MetLife (MET)	0.3	$1.0M		12k	82.37	View chart
Abbott Laboratories (ABT)	0.3	$1.0M		7.6k	133.94	View chart
AFLAC Incorporated (AFL)	0.3	$1.0M		9.0k	111.70	View chart
Merck & Co (MRK)	0.3	$992k	-30%	12k	83.93	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$977k	-7%	19k	52.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$975k	-9%	38k	25.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.2	$971k		26k	36.86	View chart
Intel Corporation (INTC)	0.2	$960k	-9%	29k	33.55	View chart
Medtronic SHS (MDT)	0.2	$952k	+4%	10k	95.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$924k	-22%	23k	41.06	View chart
Intuitive Surgical Com New (ISRG)	0.2	$898k	-5%	2.0k	447.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$883k	-6%	22k	40.10	View chart
Valvoline Inc Common (VVV)	0.2	$877k		24k	35.91	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$872k	-40%	9.5k	91.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$865k		21k	41.59	View chart
Global Payments (GPN)	0.2	$856k		10k	83.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.2	$837k	+109%	36k	23.28	View chart
Caterpillar (CAT)	0.2	$826k	-61%	1.7k	477.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$817k		21k	38.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$816k		4.4k	186.49	View chart
Pepsi (PEP)	0.2	$809k	-25%	5.8k	140.43	View chart
Duke Energy Corp Com New (DUK)	0.2	$801k		6.5k	123.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$790k		1.3k	600.15	View chart
Edison International (EIX)	0.2	$768k		14k	55.28	View chart
Hca Holdings (HCA)	0.2	$752k		1.8k	426.20	View chart
Palo Alto Networks (PANW)	0.2	$749k	+10%	3.7k	203.62	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$744k	+57%	23k	31.87	View chart
Adobe Systems Incorporated (ADBE)	0.2	$741k		2.1k	352.77	View chart
Wp Carey (WPC)	0.2	$734k		11k	67.57	View chart
Sap Se Spon Adr (SAP)	0.2	$732k		2.7k	267.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$723k		2.5k	293.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.2	$723k	-27%	20k	36.62	View chart
Mastercard Incorporated Cl A (MA)	0.2	$720k		1.3k	568.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$718k		2.5k	281.86	View chart
Hims & Hers Health Com Cl A (HIMS)	0.2	$712k		13k	56.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$710k	-2%	17k	41.15	View chart
Deutsche Bank A G Namen Akt (DB)	0.2	$708k		20k	35.41	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$706k		13k	53.87	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$701k	+12%	14k	50.63	View chart
Northrop Grumman Corporation (NOC)	0.2	$699k		1.1k	609.32	View chart
Arrow Electronics (ARW)	0.2	$690k		5.7k	121.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$683k		17k	40.57	View chart
Hershey Company (HSY)	0.2	$672k		3.6k	187.05	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.2	$665k	+89%	23k	28.67	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$658k		6.6k	99.81	View chart
Albertsons Cos Common Stock (ACI)	0.2	$656k		37k	17.51	View chart
Broadstone Net Lease (BNL)	0.2	$651k	-9%	37k	17.87	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$650k		7.3k	89.34	View chart
Ge Aerospace Com New (GE)	0.2	$648k		2.2k	300.85	View chart
Terex Corporation (TEX)	0.2	$644k		13k	51.30	View chart
Cardinal Health (CAH)	0.2	$631k		4.0k	156.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$630k	-3%	15k	42.20	View chart
Kinder Morgan (KMI)	0.2	$627k		22k	28.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.2	$625k		16k	38.31	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$621k		4.0k	154.23	View chart
Texas Instruments Incorporated (TXN)	0.2	$616k		3.4k	183.75	View chart
CVS Caremark Corporation (CVS)	0.2	$609k	-3%	8.1k	75.39	View chart
Omega Healthcare Investors (OHI)	0.2	$608k	-5%	14k	42.22	View chart
Altria (MO)	0.2	$602k		9.1k	66.06	View chart
Abbvie (ABBV)	0.1	$592k	-69%	2.6k	231.58	View chart
Toyota Motor Corp Ads (TM)	0.1	$589k	-3%	3.1k	191.09	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$585k		14k	42.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$579k	NEW	15k	38.08	View chart
Broadcom (AVGO)	0.1	$576k	-2%	1.7k	329.98	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$575k	+5%	19k	29.64	View chart
Travelers Companies (TRV)	0.1	$574k		2.1k	279.22	View chart
Ing Groep Sponsored Adr (ING)	0.1	$570k		22k	26.08	View chart
Strategy Cl A New (MSTR)	0.1	$566k	-38%	1.8k	322.21	View chart
Oracle Corporation (ORCL)	0.1	$565k	+54%	2.0k	281.26	View chart
Southern Company (SO)	0.1	$562k		5.9k	94.77	View chart
Amgen (AMGN)	0.1	$556k	+4%	2.0k	282.21	View chart
Sempra Energy (SRE)	0.1	$551k	-8%	6.1k	89.98	View chart
Smurfit Westrock SHS (SW)	0.1	$548k	-15%	13k	42.57	View chart
Charles Schwab Corporation (SCHW)	0.1	$548k		5.7k	95.47	View chart
salesforce (CRM)	0.1	$545k	-46%	2.3k	236.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$530k		13k	40.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$519k		13k	40.10	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$519k		9.0k	57.47	View chart
Kroger (KR)	0.1	$517k		7.7k	67.41	View chart
Dupont De Nemours (DD)	0.1	$512k		6.6k	77.90	View chart
Campbell Soup Company (CPB)	0.1	$502k	-19%	16k	31.58	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$496k		4.7k	106.50	View chart
Micron Technology (MU)	0.1	$492k		2.9k	167.32	View chart
W.R. Berkley Corporation (WRB)	0.1	$491k		6.4k	76.62	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$491k	-8%	5.7k	86.30	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$489k	+16%	3.3k	148.61	View chart
UnitedHealth (UNH)	0.1	$483k		1.4k	345.25	View chart
Union Pacific Corporation (UNP)	0.1	$481k		2.0k	236.40	View chart
Nasdaq Omx (NDAQ)	0.1	$478k		5.4k	88.45	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$472k	+7%	14k	33.02	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$472k		12k	39.31	View chart
Digital Realty Trust (DLR)	0.1	$465k		2.7k	172.85	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$464k	-12%	25k	18.91	View chart
ConocoPhillips (COP)	0.1	$456k	-2%	4.8k	94.60	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$454k	-42%	27k	17.16	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.1	$454k	+6%	36k	12.67	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$453k	-14%	13k	33.84	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$452k		13k	36.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.1	$444k		20k	22.30	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$442k		15k	28.98	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.1	$441k		39k	11.32	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$439k		5.0k	87.22	View chart
Fs Kkr Capital Corp (FSK)	0.1	$435k	-47%	29k	14.93	View chart
American Intl Group Com New (AIG)	0.1	$435k	-15%	5.5k	78.55	View chart
United Parcel Service CL B (UPS)	0.1	$432k	-8%	5.2k	83.53	View chart
Cigna Corp (CI)	0.1	$428k		1.5k	288.25	View chart
Waste Management (WM)	0.1	$428k		1.9k	220.84	View chart
Kkr & Co (KKR)	0.1	$426k	-47%	3.3k	129.94	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$421k		5.4k	78.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$416k		624.00	665.96	View chart
Advanced Micro Devices (AMD)	0.1	$406k	+18%	2.5k	161.80	View chart
Avis Budget (CAR)	0.1	$392k	-2%	2.4k	160.58	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$386k		9.6k	40.35	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$385k		14k	27.20	View chart
Ge Vernova (GEV)	0.1	$376k	+16%	611.00	614.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$373k		12k	31.11	View chart
Dover Corporation (DOV)	0.1	$372k		2.2k	166.83	View chart
Honeywell International (HON)	0.1	$369k	-6%	1.8k	210.48	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$369k	-7%	12k	30.07	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$368k	+4%	750.00	490.38	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$367k		4.6k	79.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$367k		14k	26.26	View chart
Nebius Group Shs Class A (NBIS)	0.1	$366k	NEW	3.3k	112.27	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$366k		6.5k	56.54	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$361k		6.3k	57.46	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$361k		11k	32.80	View chart
Columbia Banking System (COLB)	0.1	$355k	NEW	14k	25.74	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$353k		21k	17.06	View chart
Starbucks Corporation (SBUX)	0.1	$351k	-32%	4.1k	84.59	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$351k		7.4k	47.72	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$345k	+11%	10k	34.17	View chart
Eli Lilly & Co. (LLY)	0.1	$342k	+22%	448.00	763.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$342k		3.1k	110.67	View chart
Dutch Bros Cl A (BROS)	0.1	$337k	+8%	6.4k	52.34	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$332k	-8%	11k	29.16	View chart
Regency Centers Corporation (REG)	0.1	$332k	-19%	4.6k	72.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$330k		8.7k	38.05	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$325k		6.1k	53.02	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$315k		1.0k	313.56	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.1	$309k		11k	28.76	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$308k		1.3k	239.64	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.1	$308k		9.0k	34.24	View chart
Freeport-mcmoran CL B (FCX)	0.1	$307k	-3%	7.8k	39.22	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.1	$307k	NEW	13k	23.22	View chart
Wyndham Hotels And Resorts (WH)	0.1	$305k		3.8k	79.90	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.1	$305k		11k	27.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.1	$305k	-22%	12k	25.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.1	$304k		12k	24.72	View chart
Shell Spon Ads (SHEL)	0.1	$302k	-2%	4.2k	71.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$295k	+23%	7.6k	38.61	View chart
Innovator Etfs Trust Growth 100 Pwr B (NDEC)	0.1	$292k		11k	27.05	View chart
Innovator Etfs Trust Equity Dual Dirt	0.1	$291k	NEW	14k	20.47	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$290k	NEW	10k	27.87	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$290k		5.1k	57.19	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$284k	-3%	9.4k	30.29	View chart
General Mills (GIS)	0.1	$283k	-16%	5.6k	50.42	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.1	$283k	-8%	11k	25.23	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$283k		31k	9.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$280k		9.0k	31.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$277k		8.0k	34.84	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.1	$276k		8.2k	33.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$275k		7.5k	36.68	View chart
Marsh & McLennan Companies (MMC)	0.1	$272k	-5%	1.4k	201.53	View chart
Servicenow (NOW)	0.1	$272k		295.00	920.28	View chart
Spdr Series Trust S&p Biotech (XBI)	0.1	$271k		2.7k	100.20	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.1	$270k	NEW	8.5k	31.96	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$269k		5.7k	46.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.1	$268k		11k	25.32	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$268k		9.0k	29.62	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.1	$264k		5.5k	48.22	View chart
Chubb (CB)	0.1	$263k		931.00	282.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$262k	-50%	797.00	328.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$261k		10k	25.07	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.1	$260k		5.7k	45.22	View chart
Allegion Ord Shs (ALLE)	0.1	$260k		1.5k	177.35	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$256k		2.6k	99.39	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$256k	NEW	3.9k	65.00	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$255k		6.8k	37.45	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$255k		5.8k	43.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$250k		4.6k	54.73	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	0.1	$250k		5.5k	45.23	View chart
Nike CL B (NKE)	0.1	$249k	-46%	3.6k	69.73	View chart
Papa John's Int'l (PZZA)	0.1	$246k	-7%	5.1k	48.15	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$246k	-3%	5.5k	44.80	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$242k		9.5k	25.47	View chart
Hldgs (UAL)	0.1	$241k	NEW	2.5k	96.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$240k		11k	22.02	View chart
Motorola Solutions Com New (MSI)	0.1	$240k		524.00	457.29	View chart
Amplify Etf Tr Amplify Dgtl Pay (IPAY)	0.1	$240k	-9%	4.2k	57.10	View chart
Dow (DOW)	0.1	$240k	-61%	10k	22.93	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$238k		9.0k	26.46	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$236k	-8%	2.5k	96.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$236k	-8%	5.7k	41.67	View chart
Rockwell Automation (ROK)	0.1	$233k	-27%	668.00	349.29	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$231k		8.3k	27.93	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$229k	-82%	9.2k	24.70	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.1	$224k	NEW	7.2k	31.09	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$224k		19k	11.69	View chart
Nucor Corporation (NUE)	0.1	$224k	-2%	1.7k	135.42	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.1	$223k	NEW	7.7k	28.95	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$220k		7.1k	31.07	View chart
Super Micro Computer Com New (SMCI)	0.1	$220k	-2%	4.6k	47.94	View chart
Sofi Technologies (SOFI)	0.1	$219k	NEW	8.3k	26.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$218k		5.0k	43.50	View chart
Marathon Petroleum Corp (MPC)	0.1	$217k	NEW	1.1k	192.77	View chart
Innovator Etfs Trust Intl Developed P (IMAY)	0.1	$216k		7.5k	29.04	View chart
Toll Brothers (TOL)	0.1	$215k	NEW	1.6k	138.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$211k		5.4k	39.25	View chart
Royal Caribbean Cruises (RCL)	0.1	$210k		650.00	323.58	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$207k	-31%	5.4k	38.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$204k	NEW	8.2k	25.04	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$202k	NEW	1.1k	178.73	View chart
Arcos Dorados Holdings Shs Class -a - (ARCO)	0.0	$190k	-26%	28k	6.75	View chart
Wendy's/arby's Group (WEN)	0.0	$168k	NEW	18k	9.16	View chart
Alpine Income Ppty Tr (PINE)	0.0	$156k	-8%	11k	14.17	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$153k	-8%	16k	9.79	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$145k		10k	14.46	View chart
Rithm Capital Corp Com New (RITM)	0.0	$114k		10k	11.39	View chart
Farmland Partners (FPI)	0.0	$110k		10k	10.88	View chart
Stellantis SHS (STLA)	0.0	$100k	-11%	11k	9.34	View chart
Gladstone Ld (LAND)	0.0	$98k	-5%	11k	9.16	View chart
Commerce.com Com Ser 1 (CMRC)	0.0	$52k	NEW	10k	4.99	View chart
Sabre (SABR)	0.0	$35k	NEW	19k	1.83	View chart

Past Filings by Diligent Investors

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

Diligent Investors 2025 Q3 filed Nov. 14, 2025
Diligent Investors 2025 Q2 filed July 22, 2025
Diligent Investors 2025 Q1 filed April 10, 2025
Diligent Investors 2024 Q4 filed Feb. 14, 2025
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

View all past filings

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