Diligent Investors, LLC Top Holdings and 13F Report (2025)

About Diligent Investors, LLC

Investment Activity

Diligent Investors, LLC has $410.99 million in total holdings as of March 31, 2025.
Diligent Investors, LLC owns shares of 362 different stocks, but just 147 companies or ETFs make up 80% of its holdings.
Approximately 1.91% of the portfolio was purchased this quarter.
About 5.65% of the portfolio was sold this quarter.
This quarter, Diligent Investors, LLC has purchased 363 new stocks and bought additional shares in 97 stocks.
Diligent Investors, LLC sold shares of 155 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Microsoft: $20,048,867
Apple: $18,123,545
SPDR Portfolio S&P 500 Value ETF: $14,603,380
SPDR Portfolio S&P 500 Growth ETF: $14,382,267
SPDR Portfolio Developed World ex-US ETF: $7,076,300

Largest New Holdings this Quarter

315948109 - FIDELITY WISE ORIGIN BITCOIN: $634,703 Holding
33740U737 - FT Cboe Vest U.S. Equity Moderate Buffer ETF - February: $620,494 Holding
433000106 - Hims & Hers Health: $322,302 Holding
01609W102 - Alibaba Group: $287,997 Holding
036752103 - Elevance Health: $235,748 Holding

Largest Purchases this Quarter

Innovator U.S. Equity Power Buffer ETF - February: 23,913 shares (about $856.56K)
FIDELITY WISE ORIGIN BITCOIN: 8,819 shares (about $634.70K)
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February: 16,875 shares (about $620.49K)
Innovator U.S. Equity Power Buffer ETF - March: 11,135 shares (about $444.67K)
Innovator Growth-100 Power Buffer ETF - January: 7,278 shares (about $337.50K)

Largest Sales this Quarter

Innovator U.S. Equity Buffer ETF - September: 36,566 shares (about $1.53M)
Innovator 20+ Year Treasury Bond 9 Buffer ETF - July: 70,000 shares (about $1.42M)
Walgreens Boots Alliance: 111,163 shares (about $1.24M)
Walmart: 10,015 shares (about $879.22K)
Innovator U.S. Equity Power Buffer ETF - September: 22,555 shares (about $866.34K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$20,048,867	$12,388 ▲	0.1%	53,408	4.9%	Computer and Technology
AAPL Apple	$18,123,545	$352,519 ▼	-1.9%	81,590	4.4%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$14,603,380	$452,481 ▼	-3.0%	285,948	3.6%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$14,382,267	$519,913 ▼	-3.5%	178,951	3.5%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$7,076,300	$241,253 ▼	-3.3%	194,350	1.7%	ETF
BRK.B Berkshire Hathaway	$6,700,416	$348,309 ▼	-4.9%	12,581	1.6%	Finance
V Visa	$5,965,714	$111,443 ▼	-1.8%	17,023	1.5%	Business Services
MDYV SPDR S&P 400 Mid Cap Value ETF	$5,880,490	$713,410 ▼	-10.8%	76,320	1.4%	ETF
MDYG SPDR S&P 400 Mid Cap Growth ETF	$5,632,609	$668,498 ▼	-10.6%	70,886	1.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$4,852,235	$309,818 ▼	-6.0%	49,052	1.2%	Finance
PAUG Innovator U.S. Equity Power Buffer ETF - August	$4,493,515		0.0%	118,939	1.1%	ETF
SPGI S&P Global	$4,192,841	$12,702 ▼	-0.3%	8,252	1.0%	Finance
NVDA NVIDIA	$4,119,039	$14,306 ▲	0.3%	38,006	1.0%	Computer and Technology
CVX Chevron	$4,105,420	$60,224 ▼	-1.4%	24,541	1.0%	Energy
META Meta Platforms	$3,759,527	$28,241 ▲	0.8%	6,523	0.9%	Computer and Technology
DIS Walt Disney	$3,619,368	$10,364 ▲	0.3%	36,670	0.9%	Consumer Discretionary
PMAR Innovator U.S. Equity Power Buffer ETF - March	$3,555,715	$444,674 ▲	14.3%	89,038	0.9%	Transportation
AMZN Amazon.com	$3,503,410	$38,432 ▲	1.1%	18,414	0.9%	Retail/Wholesale
WMT Walmart	$3,467,559	$879,224 ▼	-20.2%	39,498	0.8%	Retail/Wholesale
QCOM QUALCOMM	$3,318,759	$179,571 ▼	-5.1%	21,605	0.8%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$3,305,789	$355,433 ▼	-9.7%	141,092	0.8%	ETF
BX Blackstone	$3,139,935	$48,225 ▲	1.6%	22,463	0.8%	Finance
AMH American Homes 4 Rent	$3,068,070	$93,278 ▼	-3.0%	81,144	0.7%	Finance
PJAN Innovator U.S. Equity Power Buffer ETF - January	$2,881,253	$200,300 ▲	7.5%	69,478	0.7%	ETF
BAC Bank of America	$2,820,502	$35,554 ▲	1.3%	67,589	0.7%	Finance
PAPR Innovator U.S. Equity Power Buffer ETF - April	$2,717,007	$66,969 ▼	-2.4%	76,192	0.7%	ETF
JPM JPMorgan Chase & Co.	$2,714,554	$1,717 ▼	-0.1%	11,066	0.7%	Finance
PG Procter & Gamble	$2,647,948	$18,235 ▼	-0.7%	15,538	0.6%	Consumer Staples
BSEP Innovator U.S. Equity Buffer ETF - September	$2,419,792	$1,527,555 ▼	-38.7%	57,924	0.6%	ETF
NJAN Innovator Growth-100 Power Buffer ETF - January	$2,418,717	$337,495 ▲	16.2%	52,159	0.6%	ETF
BAUG Innovator U.S. Equity Buffer ETF - August	$2,414,004	$395,294 ▼	-14.1%	56,867	0.6%	ETF
PDEC Innovator U.S. Equity Power Buffer ETF - December	$2,404,971	$627,694 ▼	-20.7%	63,962	0.6%	ETF
IBM International Business Machines	$2,271,654	$75,589 ▲	3.4%	9,136	0.6%	Computer and Technology
ZTS Zoetis	$2,217,025	$14,983 ▼	-0.7%	13,465	0.5%	Medical
INTC Intel	$2,200,761	$55,163 ▼	-2.4%	96,907	0.5%	Computer and Technology
FIRST TR EXCHNG TRADED FD VI	$2,147,515	$152,950 ▲	7.7%	66,693	0.5%	FT VEST EQ ENHAN
GS The Goldman Sachs Group	$2,111,288	$77,022 ▲	3.8%	3,865	0.5%	Finance
GOOGL Alphabet	$2,109,923	$64,949 ▼	-3.0%	13,644	0.5%	Computer and Technology
TSLA Tesla	$2,098,175	$284,819 ▲	15.7%	8,096	0.5%	Auto/Tires/Trucks
CP Canadian Pacific Kansas City	$2,049,570	$14,042 ▼	-0.7%	29,192	0.5%	Transportation
SPG Simon Property Group	$2,039,092	$231,677 ▼	-10.2%	12,278	0.5%	Finance
PSEP Innovator U.S. Equity Power Buffer ETF - September	$2,029,008	$866,337 ▼	-29.9%	52,825	0.5%	ETF
POCT Innovator U.S. Equity Power Buffer ETF - October	$2,003,028	$58,275 ▲	3.0%	51,558	0.5%	ETF
AMAT Applied Materials	$1,981,739	$871 ▲	0.0%	13,656	0.5%	Computer and Technology
PFEB Innovator U.S. Equity Power Buffer ETF - February	$1,951,115	$856,563 ▲	78.3%	54,470	0.5%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$1,933,523	$25,197 ▼	-1.3%	49,112	0.5%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$1,891,020	$25,131 ▼	-1.3%	42,890	0.5%	ETF
GRAYSCALE BITCOIN TRUST ETF	$1,854,869	$130 ▲	0.0%	28,462	0.5%	SHS REP COM UT
JNJ Johnson & Johnson	$1,848,833	$5,639 ▲	0.3%	11,148	0.4%	Medical
HD Home Depot	$1,828,800	$2,199 ▲	0.1%	4,990	0.4%	Retail/Wholesale
POOL Pool	$1,816,168	$318 ▲	0.0%	5,705	0.4%	Consumer Discretionary
MUC BlackRock MuniHoldings California Quality Fund	$1,807,770	$14,716 ▼	-0.8%	168,793	0.4%	Finance
CTVA Corteva	$1,767,064	$105,344 ▼	-5.6%	28,080	0.4%	Consumer Staples
VZ Verizon Communications	$1,763,570	$135,809 ▼	-7.2%	38,879	0.4%	Computer and Technology
ABBV AbbVie	$1,761,029	$45,257 ▼	-2.5%	8,405	0.4%	Medical
INNOVATOR ETFS TRUST	$1,744,079	$54,020 ▲	3.2%	64,572	0.4%	NASDAQ 100 MANA
FIRST TR EXCHNG TRADED FD VI	$1,691,738	$123,360 ▲	7.9%	82,969	0.4%	FT VEST US SMALL
NJUL Innovator Growth-100 Power Buffer ETF - July	$1,657,397	$219,037 ▼	-11.7%	27,611	0.4%	ETF
AXP American Express	$1,646,444	$20,988 ▼	-1.3%	6,119	0.4%	Finance
KO CocaCola	$1,644,765	$499,983 ▼	-23.3%	22,965	0.4%	Consumer Staples
CSCO Cisco Systems	$1,632,775	$74,854 ▼	-4.4%	26,459	0.4%	Computer and Technology
BA Boeing	$1,628,247		0.0%	9,547	0.4%	Aerospace
MS Morgan Stanley	$1,622,390	$29,634 ▼	-1.8%	13,906	0.4%	Finance
XLV Health Care Select Sector SPDR Fund	$1,620,448	$60,011 ▲	3.8%	11,098	0.4%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$1,620,443	$97,843 ▼	-5.7%	20,669	0.4%	ETF
MDLZ Mondelez International	$1,619,667	$57,673 ▲	3.7%	23,871	0.4%	Consumer Staples
INNOVATOR ETFS TRUST	$1,611,065		0.0%	57,415	0.4%	EQUITY DEF PROTN
CAH Cardinal Health	$1,596,832		0.0%	11,591	0.4%	Medical
KJUL Innovator U.S. Small Cap Power Buffer ETF - July	$1,563,613	$323,730 ▼	-17.2%	55,912	0.4%	ETF
MRK Merck & Co., Inc.	$1,550,590	$21,991 ▼	-1.4%	17,275	0.4%	Medical
STX Seagate Technology	$1,550,338		0.0%	18,250	0.4%	Computer and Technology
T AT&T	$1,530,667	$27,234 ▼	-1.7%	54,125	0.4%	Computer and Technology
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,522,768	$105,657 ▼	-6.5%	18,347	0.4%	ETF
XOM Exxon Mobil	$1,517,938	$82,777 ▼	-5.2%	12,763	0.4%	Energy
PJUL Innovator U.S. Equity Power Buffer ETF - July	$1,507,406	$304,721 ▼	-16.8%	37,507	0.4%	ETF
BUFB Innovator Laddered Allocation Buffer ETF	$1,475,420	$11,940 ▼	-0.8%	46,958	0.4%	ETF
MCD McDonald's	$1,451,197	$31,235 ▼	-2.1%	4,646	0.4%	Retail/Wholesale
PSA Public Storage	$1,443,357	$87,385 ▼	-5.7%	4,823	0.4%	Finance
CAT Caterpillar	$1,426,413	$156,658 ▼	-9.9%	4,325	0.3%	Industrials
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$1,405,562	$93,847 ▼	-6.3%	56,539	0.3%	ETF
LHX L3Harris Technologies	$1,381,446		0.0%	6,600	0.3%	Aerospace
FIRST TR EXCHNG TRADED FD VI	$1,373,100		0.0%	38,887	0.3%	FT VEST U.S
PFE Pfizer	$1,347,950	$78,249 ▼	-5.5%	53,195	0.3%	Medical
RTX RTX	$1,321,971	$265 ▲	0.0%	9,980	0.3%	Aerospace
INNOVATOR ETFS TRUST	$1,319,097	$184,044 ▼	-12.2%	49,275	0.3%	EQUITY DEFINED P
NFLX Netflix	$1,299,014	$5,595 ▲	0.4%	1,393	0.3%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$1,298,458	$10,220 ▼	-0.8%	7,496	0.3%	ETF
MET MetLife	$1,296,282		0.0%	16,145	0.3%	Finance
ISRG Intuitive Surgical	$1,291,664		0.0%	2,608	0.3%	Medical
VRP Invesco Variable Rate Preferred ETF	$1,273,130	$2,400 ▲	0.2%	52,522	0.3%	ETF
FSK FS KKR Capital	$1,247,608	$261,874 ▼	-17.3%	59,552	0.3%	Finance
IJAN Innovator MSCI EAFE Power Buffer ETF - January	$1,246,862	$3,581 ▼	-0.3%	38,996	0.3%	ETF
MMM 3M	$1,232,087	$129,817 ▼	-9.5%	8,390	0.3%	Multi-Sector Conglomerates
IJUL Innovator MSCI EAFE Power Buffer ETF - July	$1,229,446	$72,946 ▼	-5.6%	42,220	0.3%	ETF
WFC Wells Fargo & Company	$1,227,588	$8,184 ▲	0.7%	17,100	0.3%	Finance
GLDM SPDR Gold MiniShares Trust	$1,219,914		0.0%	19,711	0.3%	Finance
EJAN Innovator MSCI Emerging Markets Power Buffer ETF - January	$1,216,973	$129,145 ▼	-9.6%	40,247	0.3%	ETF
EJUL Innovator MSCI Emerging Markets Power Buffer ETF - July	$1,180,779	$179,019 ▼	-13.2%	46,738	0.3%	ETF
GLW Corning	$1,171,965	$275 ▲	0.0%	25,600	0.3%	Computer and Technology
WMB Williams Companies	$1,158,322	$60,298 ▼	-4.9%	19,383	0.3%	Energy

Showing largest 100 holdings. View all holdings.

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Diligent Investors, LLC Top Holdings and 13F Report (2025)

About Diligent Investors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Diligent Investors, LLC Top Holdings and 13F Report (2025)

About Diligent Investors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDiligent Investors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools