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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, NVDA, MSFT, and represent 15.07% of Diligent Investors's stock portfolio.
Added to shares of these 10 stocks: BMAY, NMAY, QCAP, FAPR, ACYN, KMAY, IMAY, QMMY, SPCX, IJUN.
Started 25 new stock positions in QCAP, SPCX, DAL, DD, NJUN, SCHD, EOCT, IJUN, First Tr Exchng Traded Fd Vi, BFEB.
Reduced shares in these 10 stocks: BIL, MU, MS, , , MDT, ABT, AXP, QCOM, SNOW.
Sold out of its positions in ABT, AIG, Dupont De Nemours, GIS, Honeywell International, MPC, XBI, SPTS, BIL, SLB. GDX, VGSH, ALLE, MDT.
Diligent Investors was a net buyer of stock by $953k.
Diligent Investors has $449M in assets under management (AUM), dropping by 11.23%.
Central Index Key (CIK): 0001549042

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Portfolio Holdings for Diligent Investors

Diligent Investors holds 357 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust ST STR P500GRW (SPYG)	4.4	$20M		165k	118.99	View chart
Apple (AAPL)	4.2	$19M		65k	289.36	View chart
Spdr Series Trust St Str P500val (SPYV)	2.9	$13M		218k	60.79	View chart
NVIDIA Corporation (NVDA)	1.8	$8.1M		40k	200.09	View chart
Microsoft Corporation (MSFT)	1.8	$8.0M		22k	373.02	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.8	$8.0M		158k	50.39	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	1.5	$6.7M		59k	112.09	View chart
Corning Incorporated (GLW)	1.4	$6.2M		24k	255.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$6.1M	+4%	12k	500.39	View chart
Spdr Series Trust St Str Sp400val (MDYV)	1.3	$6.1M		64k	94.85	View chart
Visa Com Cl A (V)	1.2	$5.6M		16k	343.10	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.2	$5.5M		120k	45.64	View chart
Amazon (AMZN)	1.1	$5.1M		21k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$5.0M		14k	357.36	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$4.7M	+5%	131k	36.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	1.0	$4.4M		92k	47.77	View chart
Meta Platforms Cl A (META)	0.9	$4.2M	+2%	7.4k	563.32	View chart
Tesla Motors (TSLA)	0.9	$4.1M		9.8k	420.60	View chart
Chevron Corporation (CVX)	0.9	$4.0M	-6%	24k	165.76	View chart
Wal-Mart Stores (WMT)	0.9	$3.9M		35k	113.26	View chart
Micron Technology (MU)	0.8	$3.8M	-29%	3.3k	1154.28	View chart
Applied Materials (AMAT)	0.8	$3.8M		5.2k	722.99	View chart
Goldman Sachs (GS)	0.8	$3.6M		3.6k	1011.43	View chart
Intel Corporation (INTC)	0.8	$3.6M	-9%	26k	139.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.8	$3.5M	+5%	81k	43.06	View chart
Qualcomm (QCOM)	0.7	$3.2M	-16%	17k	184.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.7	$3.2M	-2%	65k	49.49	View chart
S&p Global (SPGI)	0.7	$3.2M		7.8k	407.26	View chart
Walt Disney Company (DIS)	0.7	$3.0M	-5%	32k	96.25	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.7	$3.0M		71k	42.20	View chart
Cisco Systems (CSCO)	0.7	$3.0M		25k	117.46	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$2.9M	-3%	49k	59.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.6	$2.9M		63k	45.89	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.6	$2.8M		52k	53.61	View chart
Johnson & Johnson (JNJ)	0.6	$2.8M		11k	253.97	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.6	$2.7M		52k	52.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.6	$2.7M		104k	26.24	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$2.7M		52k	51.78	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.6	$2.7M		74k	36.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.6	$2.7M		58k	46.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.6	$2.6M		70k	37.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.5M		7.0k	353.35	View chart
International Business Machines (IBM)	0.5	$2.5M		8.8k	281.20	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.5	$2.4M	+3%	115k	21.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.5	$2.3M		51k	46.05	View chart
Simon Property (SPG)	0.5	$2.3M		10k	223.65	View chart
Emcor (EME)	0.5	$2.2M		2.7k	829.75	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.5	$2.2M		42k	52.68	View chart
Canadian Pacific Kansas City (CP)	0.5	$2.2M	-9%	25k	86.65	View chart
Corteva (CTVA)	0.5	$2.1M		25k	84.69	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.5	$2.1M		27k	77.43	View chart
Bank of America Corporation (BAC)	0.5	$2.1M		37k	56.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.0M	+2%	21k	98.98	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.0M		6.0k	327.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.0M		5.4k	368.38	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.9M		14k	136.72	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.4	$1.9M		57k	33.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$1.9M		44k	44.35	View chart
Caterpillar (CAT)	0.4	$1.9M		1.8k	1065.08	View chart
Boeing Company (BA)	0.4	$1.8M	+2%	8.5k	216.48	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.4	$1.8M		28k	62.52	View chart
Coca-Cola Company (KO)	0.4	$1.8M		22k	81.27	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.4	$1.7M	+9%	56k	30.34	View chart
Advanced Micro Devices (AMD)	0.4	$1.7M	+3%	2.9k	580.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.7M	-5%	34k	48.81	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$1.6M		45k	35.97	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.6M	-5%	14k	117.67	View chart
Procter & Gamble Company (PG)	0.4	$1.6M		11k	146.64	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.3	$1.5M	-3%	141k	10.99	View chart
American Homes 4 Rent Cl A (AMH)	0.3	$1.5M		46k	33.52	View chart
Williams Companies (WMB)	0.3	$1.5M		21k	74.34	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.5M	+10%	13k	116.67	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$1.5M		19k	79.42	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$1.5M	-7%	38k	39.31	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.3	$1.5M		47k	31.24	View chart
Merck & Co (MRK)	0.3	$1.5M		11k	128.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.3	$1.4M	-4%	37k	39.09	View chart
Home Depot (HD)	0.3	$1.4M		4.1k	352.65	View chart
American Express Company (AXP)	0.3	$1.4M	-31%	4.2k	338.27	View chart
Verizon Communications (VZ)	0.3	$1.4M		34k	42.34	View chart
Morgan Stanley Com New (MS)	0.3	$1.4M	-51%	6.8k	209.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.3	$1.4M	+7%	35k	41.19	View chart
Innovator Etfs Trust Equi Dual 15 Dec (DDFD)	0.3	$1.4M	-2%	69k	19.98	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M		7.3k	189.73	View chart
Wells Fargo & Company (WFC)	0.3	$1.4M		17k	82.64	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.4M	+8%	23k	59.20	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$1.3M		25k	53.02	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.3	$1.3M		35k	38.08	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Equa (RSDE)	0.3	$1.3M		56k	23.49	View chart
3M Company (MMM)	0.3	$1.3M		8.1k	161.90	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$1.3M		23k	57.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.3	$1.3M	-10%	32k	40.72	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$1.3M	NEW	28k	47.35	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.3	$1.3M	-15%	43k	30.23	View chart
Costco Wholesale Corporation (COST)	0.3	$1.3M		1.4k	935.34	View chart
Synchrony Financial (SYF)	0.3	$1.3M		17k	76.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.3	$1.3M	+445%	27k	46.74	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.3	$1.3M	-12%	42k	29.97	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$1.2M	-3%	7.9k	158.66	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$1.2M	+7%	27k	45.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.2M	+3%	5.8k	212.77	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$1.2M	+6%	31k	39.80	View chart
Capital One Financial (COF)	0.3	$1.2M	-11%	6.2k	200.63	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.3	$1.2M	-2%	10k	119.13	View chart
Innovator Etfs Trust Grow 100 Pwr Buf (NMAY)	0.3	$1.2M	NEW	41k	29.55	View chart
McDonald's Corporation (MCD)	0.3	$1.2M	-2%	4.5k	270.30	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$1.2M		33k	36.00	View chart
Palo Alto Networks (PANW)	0.3	$1.2M		3.5k	341.02	View chart
Innovator Etfs Trust Intl Dev Pwr May (IMAY)	0.3	$1.2M	+401%	37k	31.73	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.3	$1.2M		34k	34.31	View chart
Pfizer (PFE)	0.3	$1.1M	-3%	47k	24.08	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.3	$1.1M	+4%	32k	35.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.3	$1.1M		26k	43.49	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.3	$1.1M		10k	109.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$1.1M	+29%	27k	41.30	View chart
Netflix (NFLX)	0.2	$1.1M	+8%	16k	71.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.2	$1.1M		44k	25.09	View chart
Public Storage (PSA)	0.2	$1.1M	-4%	3.4k	318.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.2	$1.1M	NEW	44k	24.91	View chart
Realty Income (O)	0.2	$1.1M	+3%	18k	61.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.2	$1.1M	-3%	27k	39.50	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.2	$1.1M		40k	26.42	View chart
AFLAC Incorporated (AFL)	0.2	$1.1M		9.0k	117.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.1M	-2%	36k	28.96	View chart
At&t (T)	0.2	$1.0M	-7%	50k	20.70	View chart
MetLife (MET)	0.2	$1.0M		12k	84.61	View chart
Edison International (EIX)	0.2	$1.0M	-5%	14k	74.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.2	$1.0M		23k	45.02	View chart
First Tr Exchng Traded Fd Vi Ft Ve Na 100 Co (QCJA)	0.2	$1.0M	-2%	43k	23.36	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.2	$998k	NEW	48k	20.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$989k	-2%	22k	44.24	View chart
Ge Aerospace Com New (GE)	0.2	$984k	+2%	2.6k	373.76	View chart
Innovator Etfs Trust Us Sm Ca Pwr May (KMAY)	0.2	$977k	NEW	32k	30.38	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$973k	-15%	40k	24.66	View chart
Texas Instruments Incorporated (TXN)	0.2	$965k	-2%	3.2k	298.04	View chart
Cardinal Health (CAH)	0.2	$956k		4.0k	237.56	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.2	$947k	NEW	36k	26.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$924k	-6%	1.3k	736.64	View chart
Eaton Corp SHS (ETN)	0.2	$921k		2.2k	426.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$915k	+2%	4.2k	217.93	View chart
Nebius Group Shs Class A (NBIS)	0.2	$904k		3.3k	276.17	View chart
Intuitive Surgical Com New (ISRG)	0.2	$892k	+5%	2.2k	397.68	View chart
Broadcom (AVGO)	0.2	$891k		2.4k	377.83	View chart
Mastercard Incorporated Cl A (MA)	0.2	$884k	+19%	1.7k	513.66	View chart
Terex Corporation (TEX)	0.2	$880k		12k	72.39	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$875k	+3%	34k	25.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$870k	+19%	20k	43.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$866k		20k	44.41	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$857k	-3%	17k	51.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$851k	+36%	14k	61.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.2	$838k	-4%	34k	25.05	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$824k		1.1k	763.14	View chart
Pepsi (PEP)	0.2	$821k	+4%	6.1k	135.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$813k	-2%	19k	44.03	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$808k		23k	34.60	View chart
Duke Energy Corp Com New (DUK)	0.2	$808k		6.4k	126.58	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.2	$806k	+9%	27k	30.45	View chart
Pool Corporation (POOL)	0.2	$803k	-7%	3.7k	214.91	View chart
CVS Caremark Corporation (CVS)	0.2	$801k		7.7k	103.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$792k	+300%	9.8k	80.57	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$785k	-19%	4.1k	190.52	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$785k	NEW	4.6k	170.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.2	$783k		20k	39.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$778k	+8%	21k	36.87	View chart
Oracle Corporation (ORCL)	0.2	$762k	+4%	5.2k	146.56	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$757k	+3%	14k	53.11	View chart
Broadstone Net Lease (BNL)	0.2	$754k		37k	20.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$732k	+30%	17k	43.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.2	$728k		17k	42.84	View chart
Ge Vernova (GEV)	0.2	$727k	+15%	619.00	1174.92	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.2	$718k		23k	31.25	View chart
Omega Healthcare Investors (OHI)	0.2	$716k		15k	47.68	View chart
Innovator Etfs Trust Intl De Pw June (IJUN)	0.2	$712k	NEW	23k	31.18	View chart
UnitedHealth (UNH)	0.2	$710k	+6%	1.7k	415.55	View chart
Kinder Morgan (KMI)	0.2	$702k		22k	31.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.2	$699k		17k	41.54	View chart
Global Payments (GPN)	0.2	$690k		9.5k	72.56	View chart
Hca Holdings (HCA)	0.2	$687k	+4%	1.8k	389.89	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$685k	-2%	13k	53.61	View chart
Innovator Etfs Trust Growth 100 Pwr B (NDEC)	0.2	$683k		23k	30.04	View chart
Abbvie (ABBV)	0.2	$679k	+2%	2.7k	251.64	View chart
Travelers Companies (TRV)	0.2	$679k		2.1k	330.12	View chart
Deutsche Bk Namen Akt (DB)	0.2	$675k		20k	33.76	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$660k	-2%	3.6k	185.23	View chart
Amgen (AMGN)	0.1	$643k		1.8k	362.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$641k	+11%	14k	44.43	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$630k		14k	45.33	View chart
Hershey Company (HSY)	0.1	$622k		3.5k	175.45	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.1	$621k		20k	31.07	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$616k		63k	9.81	View chart
Altria (MO)	0.1	$615k		8.6k	71.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$613k		15k	40.96	View chart
Zoetis Cl A (ZTS)	0.1	$608k		8.5k	71.86	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$603k	-2%	19k	31.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.1	$599k	+99%	21k	28.38	View chart
Toyota Motor Corp Ads (TM)	0.1	$581k	-2%	3.4k	168.42	View chart
Sempra Energy (SRE)	0.1	$580k	+2%	6.3k	92.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$574k	+105%	21k	26.80	View chart
Eli Lilly & Co. (LLY)	0.1	$562k	+9%	468.00	1199.76	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$561k		29k	19.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$561k		9.0k	62.20	View chart
Valvoline Inc Common (VVV)	0.1	$559k		14k	39.54	View chart
Southern Company (SO)	0.1	$554k		5.8k	95.71	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$541k	-5%	17k	31.28	View chart
Charles Schwab Corporation (SCHW)	0.1	$529k	+4%	5.7k	92.27	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$526k	-4%	12k	45.63	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$524k		13k	39.47	View chart
Wp Carey (WPC)	0.1	$522k		7.3k	71.50	View chart
Northrop Grumman Corporation (NOC)	0.1	$501k		984.00	509.31	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$498k	+2%	14k	34.67	View chart
Union Pacific Corporation (UNP)	0.1	$498k		1.8k	271.96	View chart
Freeport Mcmoran CL B (FCX)	0.1	$490k		7.8k	62.89	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$487k	-7%	13k	37.36	View chart
ConocoPhillips (COP)	0.1	$482k		4.6k	103.95	View chart
Snowflake Com Shs (SNOW)	0.1	$482k	-55%	1.9k	254.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$481k		14k	35.61	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$480k		12k	38.58	View chart
Lam Research Corp Com New (LRCX)	0.1	$471k		1.1k	433.28	View chart
United Parcel Svcs CL B (UPS)	0.1	$469k		4.4k	107.51	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$461k		21k	22.26	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.1	$461k	+16%	14k	32.21	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.1	$460k	+30%	14k	32.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.1	$457k		12k	38.41	View chart
Qnity Electronics Common Stock (Q)	0.1	$456k		2.8k	163.31	View chart
W.R. Berkley Corporation (WRB)	0.1	$452k		6.4k	70.53	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$452k	+47%	8.5k	53.26	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$441k	+17%	13k	32.91	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.1	$440k	-2%	35k	12.53	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$439k		5.0k	87.88	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.1	$436k	+62%	12k	37.25	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$435k	+6%	13k	33.21	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$434k	+5%	9.6k	45.34	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$429k		6.7k	63.85	View chart
Albertsons Companies Common Stock (ACI)	0.1	$429k	-8%	32k	13.53	View chart
Starbucks Corporation (SBUX)	0.1	$429k		4.2k	102.18	View chart
salesforce (CRM)	0.1	$427k	+16%	2.7k	156.66	View chart
Adobe Systems Incorporated (ADBE)	0.1	$426k		2.1k	205.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$426k	+4%	570.00	746.78	View chart
Nasdaq Omx (NDAQ)	0.1	$426k		5.4k	78.82	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$421k		15k	28.38	View chart
Waste Management (WM)	0.1	$415k		1.9k	222.89	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$415k		4.7k	88.54	View chart
Kroger (KR)	0.1	$415k	+4%	7.5k	55.53	View chart
Dover Corporation (DOV)	0.1	$409k	-12%	1.8k	224.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$405k		12k	33.79	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$405k		1.0k	401.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$404k	+50%	1.3k	300.54	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$404k	-2%	11k	36.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$400k		14k	28.66	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$399k		12k	34.32	View chart
Cigna Corp (CI)	0.1	$389k		1.4k	275.68	View chart
Dutch Bros Cl A (BROS)	0.1	$389k	-8%	5.4k	71.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$386k		3.0k	127.75	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.1	$384k	-9%	36k	10.78	View chart
Columbia Banking System (COLB)	0.1	$383k		12k	32.05	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$374k	-13%	3.5k	107.61	View chart
Ing Groep Sponsored Adr (ING)	0.1	$373k	-45%	12k	31.38	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$370k	+5%	3.2k	114.18	View chart
Nucor Corporation (NUE)	0.1	$368k		1.7k	222.79	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$368k		10k	35.52	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$367k		10k	36.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$363k		8.7k	41.80	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$358k		8.5k	42.08	View chart
Regency Centers Corporation (REG)	0.1	$356k		4.5k	79.74	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$352k		6.0k	58.87	View chart
Vornado Rlty Tr Sh Ben Int (VNO)	0.1	$351k		8.9k	39.30	View chart
Ciena Corp Com New (CIEN)	0.1	$343k		700.00	490.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.1	$340k		12k	27.54	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$339k	+3%	6.3k	53.47	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$337k	-7%	5.8k	58.33	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$335k		7.0k	47.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.1	$333k		12k	27.09	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	0.1	$330k		10k	31.71	View chart
Rockwell Automation (ROK)	0.1	$330k		666.00	494.83	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$327k		685.00	477.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$324k		14k	23.92	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.1	$322k	-3%	13k	25.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$320k		866.00	369.84	View chart
Chubb (CB)	0.1	$317k		931.00	340.74	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$316k		11k	30.17	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$316k	-7%	4.7k	67.56	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$314k		10k	30.17	View chart
Wyndham Hotels And Resorts (WH)	0.1	$313k		3.7k	84.21	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.1	$312k		14k	22.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.1	$312k		8.0k	39.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$309k		7.5k	41.42	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$309k		5.4k	57.63	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$304k	NEW	315.00	965.00	View chart
Delta Air Lines Com New (DAL)	0.1	$303k	NEW	3.2k	93.66	View chart
Avis Budget (CAR)	0.1	$301k	-14%	2.0k	147.83	View chart
Fs Kkr Capital Corp (FSK)	0.1	$300k	+4%	29k	10.50	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$300k		2.6k	117.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty	0.1	$299k	NEW	10k	29.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$299k		7.5k	39.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.1	$298k		11k	27.54	View chart
Shell Spon Ads (SHEL)	0.1	$297k	-9%	3.8k	77.55	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$294k		5.8k	50.61	View chart
Smurfit Westrock SHS (SW)	0.1	$292k	-7%	6.3k	46.26	View chart
Kkr & Co (KKR)	0.1	$289k	+18%	3.1k	91.79	View chart
Aim Etf Products Trust Allia Us Aug Etf (AUGW)	0.1	$288k	+2%	8.5k	34.04	View chart
Dupont De Nemours Common Stock (DD)	0.1	$287k	NEW	2.1k	135.64	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$285k		6.4k	44.52	View chart
Valero Energy Corporation (VLO)	0.1	$283k		1.1k	260.44	View chart
Digital Realty Trust (DLR)	0.1	$274k		1.5k	179.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$272k		4.6k	59.54	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$272k		6.8k	39.98	View chart
Royal Caribbean Cruises (RCL)	0.1	$270k	+6%	850.00	317.53	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.1	$269k		5.4k	49.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$266k	+18%	6.4k	41.67	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.1	$264k		11k	24.52	View chart
Cloudflare Cl A Com (NET)	0.1	$261k	-19%	1.1k	245.28	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$261k		13k	20.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq (QMFE)	0.1	$258k	+10%	11k	24.29	View chart
Toll Brothers (TOL)	0.1	$256k		1.6k	164.72	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$255k		2.2k	113.84	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$251k	-3%	5.3k	47.52	View chart
Roblox Corp Cl A (RBLX)	0.1	$251k	+12%	4.6k	54.38	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.1	$248k		9.0k	27.54	View chart
Servicenow (NOW)	0.1	$244k	+8%	2.5k	99.28	View chart
Innovator Etfs Trust Grow 100 Pwr Aug (NAUG)	0.1	$244k		7.7k	31.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$241k	NEW	7.6k	31.71	View chart
Alpine Income Ppty Tr (PINE)	0.1	$240k		12k	20.76	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.1	$240k	-2%	6.7k	36.09	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$237k	+6%	8.1k	29.49	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$237k	-15%	7.9k	30.01	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$234k		9.6k	24.31	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	0.1	$232k		5.0k	46.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$226k		8.2k	27.77	View chart
Innovator Etfs Trust Equi Dual 10 May	0.0	$223k	NEW	11k	20.22	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.0	$221k	NEW	6.7k	32.86	View chart
Uber Technologies (UBER)	0.0	$221k	NEW	3.1k	72.16	View chart
First Tr Exchng Traded Fd Vi Vest Nsdq-100 Dl	0.0	$220k	NEW	7.5k	29.36	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.0	$219k	NEW	4.2k	52.64	View chart
Oklo Com Cl A (OKLO)	0.0	$218k	NEW	4.2k	52.33	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.0	$218k		11k	19.77	View chart
Motorola Solutions Com New (MSI)	0.0	$218k		524.00	415.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$217k	-6%	2.3k	94.56	View chart
Coinbase Global Com Cl A (COIN)	0.0	$217k		1.5k	146.19	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$216k	NEW	2.2k	100.28	View chart
Arcos Dorados Hldgs Shs Class -a - (ARCO)	0.0	$215k	-2%	27k	8.06	View chart
Bristol Myers Squibb (BMY)	0.0	$213k	-17%	3.7k	57.62	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$212k	NEW	6.2k	34.16	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$212k	NEW	3.7k	57.67	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$211k		11k	18.87	View chart
Innovator Etfs Trust Equi Auto In Etf (ACEI)	0.0	$210k		9.1k	23.15	View chart
First Tr Exchng Traded Fd Vi Ft Ve Em Ma June (TJUN)	0.0	$208k	NEW	9.0k	23.13	View chart
Strategy Cl A New (MSTR)	0.0	$207k	+2%	2.4k	86.93	View chart
Enterprise Products Partners (EPD)	0.0	$206k		5.6k	36.76	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.0	$206k	NEW	3.7k	56.18	View chart
Innovator Etfs Trust Us Sm Ca Pw June (KJUN)	0.0	$201k	NEW	6.7k	29.84	View chart
Marsh & McLennan Companies (MRSH)	0.0	$200k		1.2k	166.67	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$192k		16k	12.12	View chart
Sofi Technologies (SOFI)	0.0	$180k	-9%	10k	17.93	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$150k	-3%	14k	10.90	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$143k		10k	14.31	View chart
Rithm Capital Corp Com New (RITM)	0.0	$95k		10k	9.39	View chart
Bit Digital SHS (BTBT)	0.0	$23k		13k	1.80	View chart

Past Filings by Diligent Investors

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

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
Diligent Investors 2022 Q3 filed Oct. 14, 2022

View all past filings

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