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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, NVDA, and represent 16.35% of Diligent Investors's stock portfolio.
Added to shares of these 10 stocks: XOM, ACYN, DLAG, SAUG, QMAG, CRWD, FAUG, SPCX, BUFR, ISEP.
Started 17 new stock positions in BUFR, QBUF, LMUB, ALLE, ARKK, IVV, MPC, DDTS, IBIT, KSEP. BMNR, FAUG, DLAG, GDX, PSX, XOM, DDFS.
Reduced shares in these 10 stocks: , BNL, CAR, SW, AAPL, SPYG, RBLX, GS, OKLO, IEF.
Sold out of its positions in OKLO, CAR, BNL, EPD, Exxon Mobil Corporation, KJUN, IEF, RITM, RBLX, SPSM. SOFI, SW.
Diligent Investors was a net buyer of stock by $4.0M.
Diligent Investors has $455M in assets under management (AUM), dropping by 1.32%.
Central Index Key (CIK): 0001549042

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Portfolio Holdings for Diligent Investors

Diligent Investors holds 362 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.7	$21M		64k	333.02	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	4.4	$20M		163k	123.08	View chart
Spdr Series Trust St Str P500val (SPYV)	2.9	$13M		215k	61.13	View chart
Microsoft Corporation (MSFT)	2.4	$11M		21k	512.90	View chart
NVIDIA Corporation (NVDA)	2.0	$9.1M		40k	228.38	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.8	$8.0M		159k	50.21	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	1.3	$6.1M		58k	104.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$6.1M		12k	497.95	View chart
Visa Com Cl A (V)	1.3	$5.8M		16k	359.32	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.2	$5.5M		119k	46.65	View chart
Spdr Series Trust St Str Sp400val (MDYV)	1.2	$5.5M	-2%	62k	88.51	View chart
Meta Platforms Cl A (META)	1.2	$5.4M		7.5k	725.16	View chart
Amazon (AMZN)	1.1	$5.2M		21k	249.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$4.9M		14k	344.09	View chart
Chevron Corporation (CVX)	1.1	$4.8M	-2%	24k	204.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	1.0	$4.4M	-2%	90k	48.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$4.3M		131k	32.63	View chart
Wal-Mart Stores (WMT)	0.8	$3.7M		35k	103.92	View chart
Corning Incorporated (GLW)	0.8	$3.6M	-2%	24k	153.76	View chart
Tesla Motors (TSLA)	0.8	$3.6M	+4%	10k	354.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.8	$3.5M		80k	44.05	View chart
Micron Technology (MU)	0.8	$3.5M		3.3k	1065.14	View chart
Walt Disney Company (DIS)	0.7	$3.2M	-2%	31k	104.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.7	$3.2M		64k	50.72	View chart
Qualcomm (QCOM)	0.7	$3.2M		17k	184.04	View chart
S&p Global (SPGI)	0.7	$3.1M		7.8k	394.48	View chart
Intel Corporation (INTC)	0.7	$3.1M		26k	120.23	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.7	$3.0M		70k	43.18	View chart
Goldman Sachs (GS)	0.7	$3.0M	-6%	3.3k	900.42	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.6	$2.9M		53k	55.28	View chart
Johnson & Johnson (JNJ)	0.6	$2.9M		11k	264.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.6	$2.9M		62k	47.11	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$2.9M	-2%	48k	60.68	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.6	$2.8M		53k	53.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.6	$2.8M		58k	47.89	View chart
Cisco Systems (CSCO)	0.6	$2.7M		25k	107.63	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$2.7M		52k	51.76	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.6	$2.7M		74k	36.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.6	$2.6M		103k	25.71	View chart
Applied Materials (AMAT)	0.6	$2.6M	-2%	5.1k	511.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.6	$2.6M	+8%	55k	46.86	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.6	$2.6M	+3%	118k	21.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.6	$2.6M	-4%	67k	38.23	View chart
Palantir Technologies Cl A (PLTR)	0.5	$2.4M		13k	187.05	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.5	$2.3M	NEW	14k	162.75	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.5	$2.3M	+7%	29k	78.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.3M	-2%	6.8k	340.75	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.5	$2.2M		41k	53.88	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.5	$2.1M	+114%	103k	20.86	View chart
Canadian Pacific Kansas City (CP)	0.5	$2.1M		25k	85.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$2.1M		5.4k	380.84	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.4	$2.0M	+6%	61k	32.90	View chart
Emcor (EME)	0.4	$2.0M		2.7k	754.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$2.0M		44k	45.62	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.0M	-2%	5.9k	330.84	View chart
Bank of America Corporation (BAC)	0.4	$2.0M	-2%	36k	54.43	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$1.9M	+19%	54k	36.13	View chart
Simon Property (SPG)	0.4	$1.9M	-5%	9.7k	200.76	View chart
Corteva (CTVA)	0.4	$1.9M		25k	77.65	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.4	$1.8M		28k	64.48	View chart
International Business Machines (IBM)	0.4	$1.8M	-5%	8.2k	219.93	View chart
Coca-Cola Company (KO)	0.4	$1.8M	-3%	21k	86.08	View chart
Advanced Micro Devices (AMD)	0.4	$1.8M		2.9k	611.79	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.4	$1.8M		27k	64.59	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.4	$1.8M		56k	31.23	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.4	$1.8M	+20%	56k	31.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.7M	-10%	18k	94.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.7M		35k	49.68	View chart
Merck & Co (MRK)	0.3	$1.6M	-3%	11k	145.31	View chart
Procter & Gamble Company (PG)	0.3	$1.6M		11k	145.28	View chart
Verizon Communications (VZ)	0.3	$1.5M		33k	45.87	View chart
Boeing Company (BA)	0.3	$1.5M	-4%	8.1k	186.06	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$1.5M	-3%	18k	82.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.5M	-3%	13k	112.09	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$1.5M	-3%	37k	40.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.3	$1.5M	+10%	35k	41.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.3	$1.4M		35k	41.94	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$1.4M		26k	55.03	View chart
Innovator Etfs Trust Equi Dual 15 Dec (DDFD)	0.3	$1.4M		69k	20.35	View chart
American Homes 4 Rent Cl A (AMH)	0.3	$1.4M		46k	30.39	View chart
Williams Companies (WMB)	0.3	$1.4M		20k	67.97	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.3	$1.4M		142k	9.75	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.4M		23k	60.86	View chart
Pfizer (PFE)	0.3	$1.4M		48k	28.52	View chart
Palo Alto Networks (PANW)	0.3	$1.4M		3.5k	397.31	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.3M		7.3k	185.66	View chart
Caterpillar (CAT)	0.3	$1.3M	-6%	1.7k	811.02	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.3	$1.3M		35k	38.41	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$1.3M		28k	48.46	View chart
Wells Fargo & Company (WFC)	0.3	$1.3M		17k	80.05	View chart
3M Company (MMM)	0.3	$1.3M		8.1k	164.16	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$1.3M		7.9k	168.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.3	$1.3M		27k	47.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.3	$1.3M	-12%	33k	39.65	View chart
American Express Company (AXP)	0.3	$1.3M	-2%	4.2k	304.11	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$1.3M	-3%	22k	57.82	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.3	$1.3M	+4%	36k	35.11	View chart
Innovator Etfs Trust Grow 100 Pwr Buf (NMAY)	0.3	$1.3M		41k	30.31	View chart
At&t (T)	0.3	$1.2M	+2%	51k	24.40	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.3	$1.2M	-2%	41k	30.25	View chart
Morgan Stanley Com New (MS)	0.3	$1.2M	-2%	6.6k	188.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.2M		5.9k	208.02	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$1.2M		33k	37.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.3	$1.2M	+4%	27k	44.56	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$1.2M	+73%	8.0k	150.86	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$1.2M		31k	39.44	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M	-4%	1.3k	910.46	View chart
Innovator Etfs Trust Intl Dev Pwr May (IMAY)	0.3	$1.2M		37k	31.88	View chart
Capital One Financial (COF)	0.3	$1.2M		6.2k	193.06	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.3	$1.2M	-9%	39k	30.66	View chart
Synchrony Financial (SYF)	0.3	$1.2M		17k	70.97	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.3	$1.2M	+45%	34k	34.92	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Equa (RSDE)	0.3	$1.2M	-10%	50k	23.46	View chart
Home Depot (HD)	0.3	$1.2M		4.1k	284.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$1.1M		27k	42.26	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.3	$1.1M		32k	35.41	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.3	$1.1M	-8%	31k	36.95	View chart
MetLife (MET)	0.3	$1.1M		12k	94.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.3	$1.1M		44k	25.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.2	$1.1M		44k	25.53	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.2	$1.1M	+230%	42k	26.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.2	$1.1M		27k	40.40	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.2	$1.1M		40k	26.85	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$1.1M	-2%	10k	106.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.1M		36k	29.31	View chart
Netflix (NFLX)	0.2	$1.1M	-2%	15k	69.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.1M	+267%	4.0k	264.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.2	$1.0M		23k	46.10	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$1.0M	-2%	10k	102.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DLAG)	0.2	$1.0M	NEW	30k	33.76	View chart
AFLAC Incorporated (AFL)	0.2	$1.0M		9.0k	111.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.2	$1.0M	+354%	37k	27.14	View chart
First Tr Exchng Traded Fd Vi Ft Ve Na 100 Co (QCJA)	0.2	$976k	-5%	41k	23.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$969k	-4%	21k	45.24	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.2	$965k		36k	27.00	View chart
Innovator Etfs Trust Us Sm Ca Pwr May (KMAY)	0.2	$953k		32k	29.65	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$939k		40k	23.70	View chart
Intuitive Surgical Com New (ISRG)	0.2	$932k	+2%	2.3k	406.63	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.2	$932k	+25%	29k	32.33	View chart
Eaton Corp SHS (ETN)	0.2	$929k		2.2k	429.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.2	$925k	+5%	36k	26.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$924k		1.3k	739.53	View chart
Realty Income (O)	0.2	$922k	-2%	17k	54.30	View chart
Public Storage (PSA)	0.2	$912k	-6%	3.2k	282.86	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$907k		4.2k	216.08	View chart
Texas Instruments Incorporated (TXN)	0.2	$907k		3.2k	280.08	View chart
Cardinal Health (CAH)	0.2	$895k		4.0k	222.51	View chart
Mastercard Incorporated Cl A (MA)	0.2	$890k	-6%	1.6k	551.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$885k		20k	43.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$867k	+2%	14k	61.26	View chart
Broadcom (AVGO)	0.2	$855k	+3%	2.4k	351.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$854k	-3%	19k	45.28	View chart
Edison International (EIX)	0.2	$834k	+13%	16k	53.73	View chart
McDonald's Corporation (MCD)	0.2	$834k	-20%	3.6k	230.97	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$834k	-4%	14k	61.50	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$802k		4.1k	195.75	View chart
Pepsi (PEP)	0.2	$801k	+4%	6.3k	126.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.2	$800k		20k	40.50	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$798k	-2%	16k	48.71	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.2	$797k		26k	30.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$787k	-5%	18k	45.05	View chart
Nebius Group Shs Class A (NBIS)	0.2	$772k		3.3k	235.88	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$771k		9.8k	78.42	View chart
Ge Aerospace Com New (GE)	0.2	$760k	-7%	2.4k	312.25	View chart
Hca Holdings (HCA)	0.2	$752k		1.8k	426.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$747k		17k	43.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.2	$745k		17k	43.81	View chart
Global Payments (GPN)	0.2	$735k	-5%	9.0k	81.67	View chart
Travelers Companies (TRV)	0.2	$733k		2.1k	356.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$722k	NEW	13k	57.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.2	$718k		17k	42.68	View chart
Deutsche Bk Namen Akt (DB)	0.2	$718k		20k	35.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$713k		21k	34.02	View chart
Innovator Etfs Trust Intl De Pw June (IJUN)	0.2	$713k		23k	31.23	View chart
Innovator Etfs Trust Growth 100 Pwr B (NDEC)	0.2	$706k		23k	31.02	View chart
Omega Healthcare Investors (OHI)	0.2	$705k		15k	46.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$702k	+11%	17k	42.12	View chart
Abbvie (ABBV)	0.2	$688k	-2%	2.6k	261.59	View chart
Duke Energy Corp Com New (DUK)	0.1	$682k	-6%	6.0k	114.02	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$682k		13k	53.40	View chart
Kinder Morgan (KMI)	0.1	$658k		22k	30.15	View chart
Oracle Corporation (ORCL)	0.1	$650k	-9%	4.7k	137.31	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$645k		14k	46.40	View chart
Amgen (AMGN)	0.1	$633k	-15%	1.5k	421.55	View chart
Toyota Motor Corp Ads (TM)	0.1	$632k		3.4k	183.10	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$624k		19k	32.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$622k	-4%	14k	45.32	View chart
Terex Corporation (TEX)	0.1	$619k	-3%	12k	52.60	View chart
salesforce (CRM)	0.1	$614k		2.7k	229.60	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.1	$611k		20k	30.56	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$610k	+36%	6.8k	89.76	View chart
Pool Corporation (POOL)	0.1	$605k		3.7k	161.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$603k		9.0k	66.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$602k	+4%	22k	26.86	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$596k		63k	9.41	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$595k		3.6k	166.98	View chart
Union Pacific Corporation (UNP)	0.1	$593k	+18%	2.2k	272.13	View chart
Snowflake Com Shs (SNOW)	0.1	$589k	-8%	1.7k	339.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.1	$584k		21k	27.67	View chart
CVS Caremark Corporation (CVS)	0.1	$582k	-12%	6.8k	85.69	View chart
Eli Lilly & Co. (LLY)	0.1	$580k	+7%	501.00	1157.38	View chart
Altria (MO)	0.1	$576k		8.6k	67.34	View chart
Hershey Company (HSY)	0.1	$567k		3.6k	157.61	View chart
Charles Schwab Corporation (SCHW)	0.1	$561k		5.7k	97.74	View chart
ConocoPhillips (COP)	0.1	$556k	-4%	4.4k	125.15	View chart
Ge Vernova (GEV)	0.1	$549k	-6%	578.00	950.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$546k	+73%	13k	42.10	View chart
Zoetis Cl A (ZTS)	0.1	$543k	-8%	7.8k	69.83	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$531k	+8%	14k	37.71	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$525k		12k	45.55	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$521k	-4%	17k	31.39	View chart
Freeport Mcmoran CL B (FCX)	0.1	$513k	-5%	7.3k	70.00	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$506k	-12%	26k	19.77	View chart
Adobe Systems Incorporated (ADBE)	0.1	$501k		2.1k	239.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$498k		14k	36.90	View chart
Nasdaq Omx (NDAQ)	0.1	$497k		5.4k	92.01	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$491k		21k	23.72	View chart
Sempra Energy (SRE)	0.1	$487k		6.3k	77.96	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$485k		12k	38.95	View chart
Columbia Banking System (COLB)	0.1	$484k	+41%	17k	28.60	View chart
Southern Company (SO)	0.1	$480k		5.8k	82.89	View chart
Northrop Grumman Corporation (NOC)	0.1	$476k		984.00	483.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.1	$474k		12k	39.29	View chart
Wp Carey (WPC)	0.1	$473k		7.3k	64.63	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$463k		8.5k	54.63	View chart
UnitedHealth (UNH)	0.1	$462k	-26%	1.3k	367.17	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$462k	-3%	3.1k	148.30	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.1	$460k	+44%	21k	22.45	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.1	$451k		14k	31.56	View chart
United Parcel Svcs CL B (UPS)	0.1	$436k	+6%	4.7k	93.44	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.1	$434k	+17%	41k	10.53	View chart
W.R. Berkley Corporation (WRB)	0.1	$433k		6.4k	67.54	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.1	$433k		12k	37.01	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$424k	-3%	13k	33.50	View chart
Ing Groep Sponsored Adr (ING)	0.1	$423k		12k	35.50	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$419k	-7%	12k	34.30	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$418k	-7%	12k	33.80	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$417k		15k	28.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$411k		12k	34.29	View chart
Nucor Corporation (NUE)	0.1	$410k	+6%	1.8k	233.69	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$409k	NEW	11k	37.47	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$408k		4.7k	86.80	View chart
Valero Energy Corporation (VLO)	0.1	$406k	-3%	1.0k	387.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$405k		14k	29.03	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$402k		12k	34.53	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$392k		6.7k	58.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$390k		3.0k	128.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.1	$390k	+11%	14k	28.33	View chart
Cigna Corp (CI)	0.1	$389k		1.4k	271.83	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$389k	+12%	7.1k	54.51	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$389k	-5%	10k	37.77	View chart
Lam Research Corp Com New (LRCX)	0.1	$388k	+8%	1.2k	328.49	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.1	$388k	-18%	12k	33.16	View chart
Valvoline Inc Common (VVV)	0.1	$386k	-9%	13k	30.14	View chart
Kroger (KR)	0.1	$379k	-13%	6.5k	58.62	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$378k		9.6k	39.44	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$377k		10k	36.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$374k		1.3k	277.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$372k		8.7k	42.81	View chart
Cloudflare Cl A Com (NET)	0.1	$370k		1.1k	347.28	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$368k		10k	36.81	View chart
Waste Management (WM)	0.1	$367k	-3%	1.8k	203.94	View chart
Starbucks Corporation (SBUX)	0.1	$365k	-7%	3.9k	93.96	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$365k		8.5k	42.97	View chart
Shell Spon Ads (SHEL)	0.1	$365k		3.8k	95.05	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$359k	+9%	12k	31.27	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$358k		1.0k	355.12	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$357k		5.9k	60.53	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.1	$356k		36k	9.92	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$354k	-17%	12k	29.79	View chart
Strategy Cl A New (MSTR)	0.1	$351k	-3%	2.3k	153.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$347k	-20%	456.00	761.85	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$345k	+9%	11k	30.24	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$344k		5.8k	59.48	View chart
Servicenow (NOW)	0.1	$343k	+4%	2.6k	134.01	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$343k		7.0k	48.96	View chart
Qnity Electronics Common Stock (Q)	0.1	$342k	-2%	2.7k	125.75	View chart
Dover Corporation (DOV)	0.1	$341k		1.8k	187.06	View chart
Innovator Etfs Trust Grow 100 Pwr Aug (NAUG)	0.1	$341k	+32%	10k	33.39	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$337k	-3%	3.3k	101.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.1	$335k		12k	27.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$333k		14k	24.55	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	0.1	$328k		10k	31.54	View chart
Fs Kkr Capital Corp (FSK)	0.1	$327k	+4%	30k	10.99	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$324k		867.00	374.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.1	$322k		8.0k	40.52	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$317k		5.4k	59.12	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$317k		695.00	456.19	View chart
Regency Centers Corporation (REG)	0.1	$313k	-2%	4.4k	71.88	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$311k	-2%	6.2k	49.88	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$310k		5.8k	53.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$306k		7.5k	40.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (DLMY)	0.1	$306k		10k	30.55	View chart
Albertsons Companies Common Stock (ACI)	0.1	$304k	-17%	26k	11.61	View chart
Chubb (CB)	0.1	$303k		931.00	325.25	View chart
Marathon Petroleum Corp (MPC)	0.1	$302k	NEW	763.00	395.44	View chart
Vornado Rlty Tr Sh Ben Int (VNO)	0.1	$300k		8.9k	33.88	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$295k		4.7k	63.04	View chart
Aim Etf Products Trust Allia Us Aug Etf (AUGW)	0.1	$294k		8.5k	34.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.1	$294k	-2%	11k	27.85	View chart
Rockwell Automation (ROK)	0.1	$290k		667.00	435.13	View chart
Innovator Etfs Trust Us Small Cap Pow (KSEP)	0.1	$288k	NEW	9.4k	30.56	View chart
Kkr & Co (KKR)	0.1	$287k		3.1k	91.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$280k		4.6k	61.21	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$279k	NEW	6.0k	46.51	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$279k		6.8k	40.98	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$277k	-4%	300.00	922.34	View chart
First Tr Exchng Traded Fd Vi Ft Ve Em Ma June (TJUN)	0.1	$275k	+33%	12k	22.95	View chart
Bitmine Immersion Techs Com New (BMNR)	0.1	$273k	NEW	10k	26.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$271k		6.4k	42.58	View chart
Delta Air Lines Com New (DAL)	0.1	$270k		3.2k	83.46	View chart
Digital Realty Trust (DLR)	0.1	$268k		1.5k	175.55	View chart
Wyndham Hotels And Resorts (WH)	0.1	$268k		3.7k	71.84	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$267k		13k	20.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq (QMFE)	0.1	$265k		11k	24.96	View chart
Dupont De Nemours Common Stock (DD)	0.1	$264k	-4%	2.0k	129.91	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.1	$259k		11k	24.04	View chart
Phillips 66 (PSX)	0.1	$259k	NEW	1.0k	255.31	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$258k		2.2k	114.74	View chart
Coinbase Global Com Cl A (COIN)	0.1	$258k	-6%	1.4k	186.41	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.1	$257k	NEW	12k	22.31	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$256k	-7%	2.4k	108.84	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.1	$251k		9.0k	27.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$249k		7.6k	32.53	View chart
Ciena Corp Com New (CIEN)	0.1	$246k		700.00	351.82	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.1	$245k		6.7k	36.90	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.1	$243k		11k	22.06	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$243k		5.3k	45.93	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$242k		2.2k	112.50	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$240k		8.1k	29.77	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$235k		7.9k	29.59	View chart
Motorola Solutions Com New (MSI)	0.1	$234k		524.00	445.97	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.1	$231k	-11%	4.8k	48.13	View chart
Bristol Myers Squibb (BMY)	0.1	$231k		3.7k	62.40	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$231k		9.7k	23.71	View chart
Innovator Etfs Trust Equi Dual 10 May (DDTY)	0.1	$228k		11k	20.73	View chart
First Tr Exchng Traded Fd Vi Vest Nsdq-100 Dl (DQJN)	0.0	$227k		7.5k	30.20	View chart
Royal Caribbean Cruises (RCL)	0.0	$226k		850.00	265.86	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.0	$225k		6.7k	33.40	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.0	$224k		4.2k	54.06	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	0.0	$224k		5.0k	44.64	View chart
Innovator Etfs Trust Equi Auto In Etf (ACEI)	0.0	$223k	+4%	9.5k	23.55	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$220k	NEW	4.6k	47.34	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$219k		6.2k	35.39	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$217k		11k	19.37	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$215k	NEW	2.4k	89.10	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	0.0	$210k	NEW	6.8k	30.87	View chart
Uber Technologies (UBER)	0.0	$210k		3.1k	68.51	View chart
Toll Brothers (TOL)	0.0	$210k		1.6k	134.77	View chart
Dutch Bros Cl A (BROS)	0.0	$209k		5.4k	38.56	View chart
Innovator Etfs Trust Equity Dual Dirc (DDTS)	0.0	$206k	NEW	9.0k	22.96	View chart
Marsh & McLennan Companies (MRSH)	0.0	$205k		1.2k	170.73	View chart
Alpine Income Ppty Tr (PINE)	0.0	$205k		12k	17.35	View chart
Allegion Ord Shs (ALLE)	0.0	$202k	NEW	1.3k	153.77	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$202k	NEW	2.3k	87.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$202k	NEW	263.00	766.59	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.0	$200k		3.7k	54.68	View chart
Arcos Dorados Hldgs Shs Class -a - (ARCO)	0.0	$187k		26k	7.15	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$161k		16k	10.12	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$134k		10k	13.43	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$125k		14k	9.07	View chart
Bit Digital SHS (BTBT)	0.0	$16k	-20%	10k	1.63	View chart

Past Filings by Diligent Investors

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

Diligent Investors 2026 Q3 filed Oct. 21, 2026
Diligent Investors 2026 Q2 filed July 24, 2026
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

View all past filings

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