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Diligent Investors

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

Top 5 stock holdings are AAPL, SPYG, SPYV, MSFT, SPDW, and represent 15.03% of Diligent Investors's stock portfolio.
Added to shares of these 10 stocks: NFEB, QCJA, GJAN, PFEB, MU, RSDE, KFEB, JEPQ, IFEB, XJAN.
Started 18 new stock positions in VLO, QMFE, BMAR, CIEN, XJAN, JEPQ, KFEB, SLB, KMAR, GDX. IFEB, LRCX, GJAN, MPC, QCJA, IWM, EPD, ACEI.
Reduced shares in these 10 stocks: XOM, CPB, BA, MSFT, SPYG, NKE, EOCT, IPAY, OCTW, OKLO.
Sold out of its positions in OCTW, OKLO, IPAY, CPB, DE, FPI, EOCT, IBIT, LULU, NKE. STLA.
Diligent Investors was a net buyer of stock by $6.9M.
Diligent Investors has $404M in assets under management (AUM), dropping by -0.71%.
Central Index Key (CIK): 0001549042

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Portfolio Holdings for Diligent Investors

Diligent Investors holds 346 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.1	$17M		66k	253.79	View chart
Spdr Series Trust State Street Spd (SPYG)	4.0	$16M		166k	97.91	View chart
Spdr Series Trust State Street Spd (SPYV)	3.1	$12M		219k	56.58	View chart
Microsoft Corporation (MSFT)	2.0	$7.9M	-3%	22k	370.16	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.8	$7.4M	-2%	161k	45.65	View chart
NVIDIA Corporation (NVDA)	1.7	$6.9M	+2%	40k	174.40	View chart
Spdr Series Trust State Street Spd (MDYG)	1.4	$5.8M		60k	95.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$5.6M		12k	479.20	View chart
Spdr Series Trust State Street Spd (MDYV)	1.4	$5.5M		65k	85.15	View chart
Chevron Corporation (CVX)	1.3	$5.4M		26k	206.90	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.3	$5.1M		120k	42.72	View chart
Visa Com Cl A (V)	1.2	$5.0M	-3%	17k	302.25	View chart
Amazon (AMZN)	1.1	$4.4M	+5%	21k	208.27	View chart
Wal-Mart Stores (WMT)	1.1	$4.2M	-2%	34k	124.28	View chart
Meta Platforms Cl A (META)	1.0	$4.1M	+2%	7.2k	572.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	1.0	$4.1M		91k	44.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$4.0M		14k	287.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$3.6M		124k	29.08	View chart
Tesla Motors (TSLA)	0.9	$3.6M	+4%	9.7k	371.75	View chart
Corning Incorporated (GLW)	0.8	$3.3M		25k	135.97	View chart
S&p Global (SPGI)	0.8	$3.3M		7.8k	425.34	View chart
Walt Disney Company (DIS)	0.8	$3.2M		33k	96.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.8	$3.1M	+40%	76k	40.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.8	$3.1M		66k	46.13	View chart
Goldman Sachs (GS)	0.7	$3.0M		3.5k	845.94	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.7	$2.8M		71k	39.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.7	$2.7M	-2%	64k	42.50	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.7	$2.7M		51k	53.37	View chart
Qualcomm (QCOM)	0.7	$2.7M		21k	128.78	View chart
Johnson & Johnson (JNJ)	0.7	$2.7M		11k	244.43	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.6	$2.6M	-2%	53k	48.85	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.6	$2.5M		52k	48.08	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.6	$2.5M		75k	33.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.6	$2.5M		58k	43.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.6	$2.5M	+6%	70k	35.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.6	$2.5M	+20%	104k	23.75	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.6	$2.5M		53k	46.91	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.4M	-13%	14k	169.66	View chart
Morgan Stanley Com New (MS)	0.6	$2.3M		14k	164.57	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.6	$2.3M	-4%	111k	20.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$2.3M	+3%	5.3k	430.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.5	$2.2M		52k	43.06	View chart
Canadian Pacific Kansas City (CP)	0.5	$2.2M		28k	78.66	View chart
Corteva (CTVA)	0.5	$2.1M		26k	83.71	View chart
International Business Machines (IBM)	0.5	$2.1M		8.7k	242.38	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.5	$2.1M		42k	49.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.0M		20k	99.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.0M	+7%	6.9k	286.86	View chart
Emcor (EME)	0.5	$2.0M	-2%	2.7k	738.37	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.5	$2.0M		27k	71.41	View chart
Cisco Systems (CSCO)	0.5	$2.0M		25k	77.59	View chart
Simon Property (SPG)	0.5	$1.9M		10k	186.53	View chart
American Express Company (AXP)	0.5	$1.9M		6.2k	302.49	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.5	$1.8M		57k	32.03	View chart
Applied Materials (AMAT)	0.4	$1.8M	-5%	5.3k	341.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$1.8M		44k	40.86	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$1.8M		20k	91.64	View chart
Bank of America Corporation (BAC)	0.4	$1.8M		37k	48.75	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.8M		19k	92.69	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.8M		6.0k	294.16	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.7M	+2%	12k	146.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.7M	+2%	15k	114.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.7M		36k	45.97	View chart
Verizon Communications (VZ)	0.4	$1.7M		33k	50.20	View chart
Boeing Company (BA)	0.4	$1.7M	-15%	8.3k	199.04	View chart
Coca-Cola Company (KO)	0.4	$1.6M	+3%	22k	76.05	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.4	$1.6M		28k	56.37	View chart
Procter & Gamble Company (PG)	0.4	$1.6M		11k	144.44	View chart
Micron Technology (MU)	0.4	$1.6M	+61%	4.7k	337.85	View chart
At&t (T)	0.4	$1.6M		54k	28.99	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$1.5M		45k	33.75	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.4	$1.5M	+6%	145k	10.40	View chart
Williams Companies (WMB)	0.4	$1.5M		21k	72.78	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.4	$1.5M	-4%	50k	29.36	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.4	$1.5M		41k	35.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.4	$1.4M		39k	37.12	View chart
McDonald's Corporation (MCD)	0.4	$1.4M		4.6k	310.78	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.3	$1.4M	+263%	51k	27.39	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.3	$1.4M		48k	29.07	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.3	$1.4M		47k	29.89	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M		7.3k	192.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.3	$1.4M		36k	38.89	View chart
Netflix (NFLX)	0.3	$1.4M	+10%	14k	96.15	View chart
Merck & Co (MRK)	0.3	$1.4M		12k	120.29	View chart
Pfizer (PFE)	0.3	$1.4M		49k	28.08	View chart
Costco Wholesale Corporation (COST)	0.3	$1.3M		1.4k	996.06	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$1.3M	-6%	26k	52.76	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.3	$1.3M	+7%	71k	18.93	View chart
Home Depot (HD)	0.3	$1.3M		4.0k	328.92	View chart
Wells Fargo & Company (WFC)	0.3	$1.3M		17k	79.61	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$1.3M		23k	57.64	View chart
American Homes 4 Rent Cl A (AMH)	0.3	$1.3M	-3%	46k	27.92	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.3	$1.3M		35k	36.28	View chart
Caterpillar (CAT)	0.3	$1.3M	+6%	1.8k	708.51	View chart
Capital One Financial (COF)	0.3	$1.3M	+9%	7.0k	182.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.3	$1.3M		32k	39.42	View chart
Intel Corporation (INTC)	0.3	$1.2M		28k	44.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (RSDE)	0.3	$1.2M	+92%	56k	21.92	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$1.2M	-3%	25k	47.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.2M		8.2k	146.60	View chart
3M Company (MMM)	0.3	$1.2M		8.1k	145.23	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.2M		20k	58.54	View chart
Spdr Series Trust State Street Spd (SPTS)	0.3	$1.2M		40k	29.18	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$1.2M		47k	24.91	View chart
Synchrony Financial (SYF)	0.3	$1.2M		17k	68.02	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$1.2M	-2%	34k	33.93	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.1M		21k	54.62	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.3	$1.1M		34k	32.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.1M	+4%	5.6k	191.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.3	$1.1M		27k	40.78	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.3	$1.1M		31k	34.30	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$1.1M	-3%	29k	36.25	View chart
Edison International (EIX)	0.3	$1.1M		15k	73.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.3	$1.0M		28k	37.27	View chart
Realty Income (O)	0.3	$1.0M	-3%	17k	61.18	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.3	$1.0M		40k	25.62	View chart
Spdr Series Trust State Street Spd (SLYG)	0.3	$1.0M	-2%	11k	96.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.3	$1.0M	-5%	44k	22.78	View chart
Zoetis Cl A (ZTS)	0.2	$1.0M		8.5k	118.21	View chart
AFLAC Incorporated (AFL)	0.2	$987k		9.0k	109.71	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$985k	-2%	10k	94.58	View chart
Intuitive Surgical Com New (ISRG)	0.2	$983k		2.1k	460.99	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$982k	+6%	33k	29.99	View chart
Public Storage (PSA)	0.2	$971k		3.6k	270.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$956k	+4%	23k	41.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.2	$952k	NEW	44k	21.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.2	$941k	NEW	23k	41.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$939k		37k	25.10	View chart
Pepsi (PEP)	0.2	$901k		5.8k	155.28	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$891k		17k	51.23	View chart
MetLife (MET)	0.2	$859k		12k	70.72	View chart
Cardinal Health (CAH)	0.2	$850k		4.0k	211.30	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$846k	-3%	14k	61.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$839k		21k	39.94	View chart
Medtronic SHS (MDT)	0.2	$837k		9.7k	86.65	View chart
Duke Energy Corp Com New (DUK)	0.2	$826k		6.3k	130.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.2	$818k		35k	23.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$817k		20k	41.88	View chart
Pool Corporation (POOL)	0.2	$817k		4.0k	202.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$804k	-5%	4.1k	196.20	View chart
Hca Holdings (HCA)	0.2	$798k	-4%	1.7k	473.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$782k	+16%	19k	41.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$778k	+7%	1.3k	577.35	View chart
Eaton Corp SHS (ETN)	0.2	$775k		2.2k	357.67	View chart
Abbott Laboratories (ABT)	0.2	$770k		7.5k	102.67	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$766k		23k	32.79	View chart
Kinder Morgan (KMI)	0.2	$743k		22k	33.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.2	$739k		20k	37.40	View chart
Hershey Company (HSY)	0.2	$737k		3.5k	207.89	View chart
Oracle Corporation (ORCL)	0.2	$733k	+17%	5.0k	147.10	View chart
Ge Aerospace Com New (GE)	0.2	$731k		2.6k	283.77	View chart
Toyota Motor Corp Ads (TM)	0.2	$726k		3.5k	206.09	View chart
Broadcom (AVGO)	0.2	$724k	+12%	2.3k	309.48	View chart
Mastercard Incorporated Cl A (MA)	0.2	$720k		1.4k	499.81	View chart
Terex Corporation (TEX)	0.2	$719k		12k	59.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$706k		17k	41.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$706k		2.5k	287.23	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.2	$705k	+59%	24k	29.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.2	$685k	+6%	17k	40.31	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$679k		5.1k	132.90	View chart
Broadstone Net Lease (BNL)	0.2	$673k		37k	18.27	View chart
Northrop Grumman Corporation (NOC)	0.2	$671k		984.00	682.24	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.2	$667k		23k	28.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.2	$650k	-5%	17k	38.63	View chart
Omega Healthcare Investors (OHI)	0.2	$649k		15k	43.82	View chart
Texas Instruments Incorporated (TXN)	0.2	$648k		3.3k	194.12	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$647k		13k	49.37	View chart
Snowflake Com Shs (SNOW)	0.2	$641k		4.2k	150.82	View chart
Global Payments (GPN)	0.2	$639k		9.5k	67.30	View chart
Amgen (AMGN)	0.2	$622k		1.8k	351.83	View chart
Innovator Etfs Trust Growth 100 Pwr B (NDEC)	0.2	$613k	-2%	23k	26.95	View chart
ConocoPhillips (COP)	0.1	$603k	+2%	4.6k	131.99	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$601k		19k	30.96	View chart
Travelers Companies (TRV)	0.1	$600k		2.1k	291.68	View chart
Deutsche Bk Namen Akt (DB)	0.1	$596k		20k	29.78	View chart
Sempra Energy (SRE)	0.1	$595k		6.1k	97.17	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$593k	-6%	3.7k	161.73	View chart
Albertsons Cos Common Stock (ACI)	0.1	$592k	-4%	35k	17.04	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$591k		14k	42.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$579k		15k	38.11	View chart
Advanced Micro Devices (AMD)	0.1	$575k	+6%	2.8k	203.44	View chart
Abbvie (ABBV)	0.1	$574k	+2%	2.6k	217.51	View chart
Ing Groep Sponsored Adr (ING)	0.1	$571k		22k	26.05	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$568k		29k	19.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$565k		9.0k	62.56	View chart
Altria (MO)	0.1	$564k	-3%	8.5k	65.99	View chart
CVS Caremark Corporation (CVS)	0.1	$564k	-2%	7.8k	71.82	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.1	$562k	NEW	20k	28.09	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$561k	NEW	10k	55.52	View chart
Southern Company (SO)	0.1	$559k	-2%	5.8k	96.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$555k		13k	42.96	View chart
Palo Alto Networks (PANW)	0.1	$550k	-6%	3.4k	160.32	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$548k		20k	27.86	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$546k	NEW	18k	29.81	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$539k		62k	8.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$534k		13k	41.06	View chart
Kroger (KR)	0.1	$518k	-6%	7.2k	72.36	View chart
Charles Schwab Corporation (SCHW)	0.1	$516k	-4%	5.5k	93.98	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$502k		12k	41.72	View chart
Adobe Systems Incorporated (ADBE)	0.1	$500k		2.1k	243.08	View chart
Wp Carey (WPC)	0.1	$494k		7.3k	67.96	View chart
Valvoline Inc Common (VVV)	0.1	$476k		14k	33.68	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$476k	-3%	14k	33.93	View chart
Ge Vernova (GEV)	0.1	$468k	-7%	536.00	872.95	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$462k		21k	22.33	View chart
Nasdaq Omx (NDAQ)	0.1	$458k		5.4k	84.89	View chart
Freeport Mcmoran CL B (FCX)	0.1	$458k		7.8k	58.78	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$450k		13k	33.98	View chart
Union Pacific Corporation (UNP)	0.1	$450k		1.9k	242.59	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$442k		13k	35.41	View chart
American Intl Group Com New (AIG)	0.1	$436k	+4%	5.8k	75.25	View chart
salesforce (CRM)	0.1	$436k	+3%	2.3k	186.65	View chart
UnitedHealth (UNH)	0.1	$435k	+16%	1.6k	270.61	View chart
Dover Corporation (DOV)	0.1	$432k	-6%	2.1k	208.40	View chart
United Parcel Svcs CL B (UPS)	0.1	$432k	-4%	4.4k	98.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.1	$430k	NEW	12k	36.12	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.1	$429k		36k	11.90	View chart
Waste Management (WM)	0.1	$427k	-4%	1.9k	229.82	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$426k		4.0k	106.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$426k	+15%	1.1k	390.41	View chart
W.R. Berkley Corporation (WRB)	0.1	$425k		6.4k	66.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$425k		14k	31.46	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.1	$420k		39k	10.69	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$418k	+40%	6.1k	68.14	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$416k	-5%	9.1k	45.89	View chart
Eli Lilly & Co. (LLY)	0.1	$394k	+9%	428.00	920.22	View chart
Shell Spon Ads (SHEL)	0.1	$394k		4.2k	93.01	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$393k		11k	35.05	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$388k		12k	31.67	View chart
Honeywell International (HON)	0.1	$388k	-2%	1.7k	226.02	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$383k		5.0k	76.54	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$382k		15k	25.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$382k		14k	27.35	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$381k		4.6k	82.42	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$379k		12k	32.56	View chart
Cigna Corp (CI)	0.1	$377k	-4%	1.4k	266.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$375k		12k	31.25	View chart
Starbucks Corporation (SBUX)	0.1	$374k		4.2k	89.59	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$372k	+14%	11k	35.44	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$364k	-7%	3.1k	118.62	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.1	$361k	+14%	12k	29.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$357k	-2%	548.00	650.75	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$349k	-3%	6.3k	55.67	View chart
Avis Budget (CAR)	0.1	$348k		2.4k	145.85	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$347k		3.0k	114.90	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$347k		10k	34.69	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$346k		1.0k	344.03	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$341k		11k	29.88	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$340k	-5%	10k	32.89	View chart
Nebius Group Shs Class A (NBIS)	0.1	$340k		3.3k	103.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$338k		8.7k	38.94	View chart
Regency Centers Corporation (REG)	0.1	$338k		4.5k	75.66	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$334k		8.5k	39.34	View chart
Columbia Banking System (COLB)	0.1	$328k	-13%	12k	27.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.1	$323k		12k	26.17	View chart
Qnity Electronics Common Stock (Q)	0.1	$322k	-12%	2.8k	115.37	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$321k		6.0k	53.33	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.1	$320k	NEW	11k	29.09	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$314k		6.7k	46.74	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.1	$306k		13k	23.15	View chart
Wyndham Hotels And Resorts (WH)	0.1	$306k		3.8k	81.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.1	$305k		12k	24.82	View chart
Chubb (CB)	0.1	$303k		931.00	325.93	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$301k		7.0k	43.02	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$300k		5.1k	59.22	View chart
Dutch Bros Cl A (BROS)	0.1	$299k	-18%	5.9k	50.66	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	0.1	$298k		10k	28.66	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$298k		10k	28.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$298k		14k	21.99	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.1	$294k		14k	20.68	View chart
Dupont De Nemours (DD)	0.1	$293k		6.4k	45.80	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$292k	+6%	14k	20.76	View chart
Strategy Cl A New (MSTR)	0.1	$291k	-10%	2.3k	124.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$289k	-2%	7.5k	38.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.1	$284k	+10%	11k	26.30	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$282k		9.4k	30.07	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$282k	NEW	5.4k	52.49	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$281k		5.7k	48.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$281k		8.0k	35.32	View chart
Nucor Corporation (NUE)	0.1	$280k		1.7k	169.09	View chart
Fs Kkr Capital Corp (FSK)	0.1	$279k		27k	10.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.1	$279k		11k	26.31	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$278k		2.6k	108.98	View chart
Digital Realty Trust (DLR)	0.1	$278k		1.5k	180.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$278k		7.5k	37.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$278k		865.00	320.80	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$273k	+25%	11k	24.39	View chart
Bristol Myers Squibb (BMY)	0.1	$273k	+4%	4.5k	60.65	View chart
Ciena Corp Com New (CIEN)	0.1	$272k	NEW	700.00	388.23	View chart
Cloudflare Cl A Com (NET)	0.1	$271k	+4%	1.3k	206.34	View chart
Smurfit Westrock SHS (SW)	0.1	$271k	-9%	6.8k	39.85	View chart
Valero Energy Corporation (VLO)	0.1	$269k	NEW	1.1k	247.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$268k		10k	25.75	View chart
Aim Etf Products Trust Allianzim Us Equ (AUGW)	0.1	$265k	-2%	8.3k	32.15	View chart
Marathon Petroleum Corp (MPC)	0.1	$263k	NEW	1.1k	244.26	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.1	$261k		11k	24.10	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$261k		5.8k	44.87	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$261k		6.4k	40.81	View chart
Coinbase Global Com Cl A (COIN)	0.1	$259k		1.5k	174.61	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$259k		6.8k	38.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$250k		4.6k	54.72	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.1	$249k		7.2k	34.53	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$247k		13k	19.00	View chart
Kkr & Co (KKR)	0.1	$245k	-18%	2.6k	92.50	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.1	$244k		5.4k	44.84	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$240k	-13%	2.2k	107.40	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$240k		5.5k	43.74	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$240k		9.0k	26.63	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.1	$240k	-2%	6.9k	34.96	View chart
Rockwell Automation (ROK)	0.1	$239k		665.00	358.73	View chart
Servicenow (NOW)	0.1	$238k	+54%	2.3k	104.55	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$234k		2.5k	95.42	View chart
Vornado Rlty Tr Sh Ben Int (VNO)	0.1	$232k		8.9k	25.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$232k	NEW	1.1k	213.62	View chart
Roblox Corp Cl A (RBLX)	0.1	$232k	+9%	4.1k	56.56	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$232k		685.00	337.95	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$229k		9.5k	23.98	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.1	$229k		11k	20.76	View chart
Motorola Solutions Com New (MSI)	0.1	$227k		524.00	433.97	View chart
Arcos Dorados Hldgs Shs Class -a - (ARCO)	0.1	$226k		27k	8.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$225k		5.0k	44.91	View chart
Innovator Etfs Trust Intl Developed P (IMAY)	0.1	$225k		7.5k	30.13	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.1	$223k		7.7k	28.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$222k	NEW	895.00	248.08	View chart
SLB Com Stk (SLB)	0.1	$222k	NEW	4.3k	51.39	View chart
Royal Caribbean Cruises (RCL)	0.1	$220k		800.00	275.18	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	0.1	$220k		5.0k	43.81	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$218k		1.7k	127.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$218k		5.4k	40.47	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$217k	-8%	7.6k	28.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq (QMFE)	0.1	$213k	NEW	9.6k	22.18	View chart
Allegion Ord Shs (ALLE)	0.1	$213k		1.5k	145.29	View chart
Enterprise Products Partners (EPD)	0.1	$212k	NEW	5.6k	37.84	View chart
Toll Brothers (TOL)	0.1	$212k		1.6k	136.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$210k		8.2k	25.75	View chart
Marsh & McLennan Companies	0.1	$208k		1.2k	173.45	View chart
Innovator Etfs Trust Equity Autocalla (ACEI)	0.1	$208k	NEW	9.0k	23.14	View chart
Alpine Income Ppty Tr (PINE)	0.1	$205k		11k	18.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$204k	NEW	2.2k	91.77	View chart
General Mills (GIS)	0.0	$200k	-4%	5.4k	37.22	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$181k		16k	11.50	View chart
Sofi Technologies (SOFI)	0.0	$175k	+8%	11k	15.88	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$144k		10k	14.35	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$142k		14k	10.03	View chart
Rithm Capital Corp Com New (RITM)	0.0	$95k		10k	9.48	View chart
Bit Digital SHS (BTBT)	0.0	$16k		13k	1.31	View chart

Past Filings by Diligent Investors

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

Diligent Investors 2026 Q1 filed April 15, 2026
Diligent Investors 2025 Q4 filed Jan. 23, 2026
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

View all past filings

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