Diligent Investors, LLC Top Holdings and 13F Report (2025) About Diligent Investors, LLCInvestment ActivityDiligent Investors, LLC has $422.15 million in total holdings as of June 30, 2025.Diligent Investors, LLC owns shares of 335 different stocks, but just 133 companies or ETFs make up 80% of its holdings.Approximately 8.33% of the portfolio was purchased this quarter.About 13.04% of the portfolio was sold this quarter.This quarter, Diligent Investors, LLC has purchased 362 new stocks and bought additional shares in 82 stocks.Diligent Investors, LLC sold shares of 154 stocks and completely divested from 52 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $17,140,982Apple $16,722,087SPDR Portfolio S&P 500 Value ETF $14,989,370Microsoft $10,928,399Schwab Short-Term U.S. Treasury ETF $10,003,123 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury ETF $5,878,000 Holding78468R101 - SPDR Portfolio Short Term Treasury ETF $5,858,000 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $1,456,214 Holding14040H105 - Capital One Financial $1,356,472 Holding45783Y673 - Innovator Equity Managed Floor ETF $420,968 Holding Largest Purchases this Quarter Schwab Short-Term U.S. Treasury ETF 401,231 shares (about $9.78M)Vanguard Short-Term Treasury ETF 100,000 shares (about $5.88M)SPDR Portfolio Short Term Treasury ETF 200,000 shares (about $5.86M)SPDR Bloomberg 1-3 Month T-Bill ETF 15,875 shares (about $1.46M)Capital One Financial 6,376 shares (about $1.36M) Largest Sales this Quarter Microsoft 31,437 shares (about $15.64M)iShares Core U.S. Aggregate Bond ETF 26,839 shares (about $2.66M)Intel 65,384 shares (about $1.46M)Cardinal Health 7,574 shares (about $1.27M)Blackstone 7,870 shares (about $1.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDiligent Investors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$17,140,982$83,405 ▲0.5%179,8264.1%ETFAAPLApple$16,722,087$17,645 ▼-0.1%81,5044.0%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$14,989,370$22,873 ▲0.2%286,3853.6%ETFMSFTMicrosoft$10,928,399$15,636,798 ▼-58.9%21,9712.6%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$10,003,123$9,782,021 ▲4,424.2%410,3002.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,141,390$272,173 ▲3.5%201,0721.9%ETFNVDANVIDIA$6,110,683$106,168 ▲1.8%38,6781.4%Computer and TechnologyVVisa$6,080,427$36,569 ▲0.6%17,1261.4%Business ServicesBRK.BBerkshire Hathaway$6,027,459$84,039 ▼-1.4%12,4081.4%FinanceVGSHVanguard Short-Term Treasury ETF$5,878,000$5,878,000 ▲New Holding100,0001.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$5,858,000$5,858,000 ▲New Holding200,0001.4%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$5,710,324$447,555 ▼-7.3%65,7341.4%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$5,610,036$452,034 ▼-7.5%70,6291.3%ETFMETAMeta Platforms$5,022,083$207,408 ▲4.3%6,8041.2%Computer and TechnologyPAUGInnovator U.S. Equity Power Buffer ETF - August$4,784,112$28,160 ▼-0.6%118,2431.1%ETFSPGIS&P Global$4,351,1970.0%8,2521.0%FinanceDISWalt Disney$4,342,879$204,619 ▼-4.5%35,0201.0%Consumer DiscretionaryAMZNAmazon.com$4,158,275$118,469 ▲2.9%18,9541.0%Retail/WholesaleCVXChevron$3,843,621$329,621 ▲9.4%26,8430.9%EnergyPMARInnovator U.S. Equity Power Buffer ETF - March$3,781,105$21,031 ▲0.6%89,5360.9%TransportationWMTWalmart$3,534,600$327,461 ▼-8.5%36,1490.8%Retail/WholesaleQCOMQUALCOMM$3,429,840$10,989 ▼-0.3%21,5360.8%Computer and TechnologySCHASchwab US Small-Cap ETF$3,401,383$168,245 ▼-4.7%134,4420.8%ETFJPMJPMorgan Chase & Co.$3,162,052$46,096 ▼-1.4%10,9070.7%FinancePJANInnovator U.S. Equity Power Buffer ETF - January$3,060,5060.0%69,4780.7%ETFBACBank of America$2,935,604$262,722 ▼-8.2%62,0370.7%FinanceTSLATesla$2,746,508$174,714 ▲6.8%8,6460.7%Auto/Tires/TrucksPAPRInnovator U.S. Equity Power Buffer ETF - April$2,737,981$103,219 ▼-3.6%73,4240.6%ETFAMHAmerican Homes 4 Rent$2,727,593$199,288 ▼-6.8%75,6190.6%FinanceIBMInternational Business Machines$2,675,547$17,688 ▼-0.7%9,0760.6%Computer and TechnologyNJANInnovator Growth-100 Power Buffer ETF - January$2,647,0690.0%52,1590.6%ETFGSThe Goldman Sachs Group$2,629,453$106,169 ▼-3.9%3,7150.6%FinanceBAUGInnovator U.S. Equity Buffer ETF - August$2,593,238$23,792 ▼-0.9%56,3500.6%ETFPGProcter & Gamble$2,531,157$55,604 ▲2.2%15,8870.6%Consumer StaplesBSEPInnovator U.S. Equity Buffer ETF - September$2,524,374$91,729 ▼-3.5%55,8930.6%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$2,519,750$39,370 ▼-1.5%62,9780.6%ETFAMATApplied Materials$2,499,269$732 ▼0.0%13,6520.6%Computer and TechnologyGOOGLAlphabet$2,469,004$64,501 ▲2.7%14,0100.6%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$2,372,525$41,906 ▼-1.7%27,9680.6%SHS REP COM UTSPEMSPDR Portfolio Emerging Markets ETF$2,292,383$193,354 ▲9.2%53,6360.5%ETFCPCanadian Pacific Kansas City$2,290,269$23,781 ▼-1.0%28,8920.5%TransportationFIRST TR EXCHNG TRADED FD VI$2,260,700$1,526 ▼-0.1%66,6480.5%FT VEST EQ ENHANINNOVATOR ETFS TRUST$2,257,847$331,016 ▲17.2%75,6650.5%NASDAQ 100 MANAAGGiShares Core U.S. Aggregate Bond ETF$2,203,552$2,662,456 ▼-54.7%22,2130.5%FinanceBXBlackstone$2,182,834$1,177,202 ▼-35.0%14,5930.5%FinancePSEPInnovator U.S. Equity Power Buffer ETF - September$2,108,779$51,235 ▼-2.4%51,5720.5%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$2,104,483$24,863 ▼-1.2%50,9560.5%ETFZTSZoetis$2,083,648$16,219 ▼-0.8%13,3610.5%MedicalBABoeing$2,077,917$77,526 ▲3.9%9,9170.5%AerospacePFEBInnovator U.S. Equity Power Buffer ETF - February$2,070,4050.0%54,4700.5%ETFCTVACorteva$2,048,216$44,569 ▼-2.1%27,4820.5%Consumer StaplesBUFFInnovator Laddered Allocation Power Buffer ETF$2,016,065$235 ▲0.0%42,8950.5%ETFMSMorgan Stanley$2,002,065$43,244 ▲2.2%14,2130.5%FinanceAXPAmerican Express$1,968,149$16,268 ▲0.8%6,1700.5%FinanceNFLXNetflix$1,944,417$79,009 ▲4.2%1,4520.5%Consumer DiscretionaryMUCBlackRock MuniHoldings California Quality Fund$1,872,609$125,598 ▲7.2%180,9280.4%FinanceNJULInnovator Growth-100 Power Buffer ETF - July$1,865,525$13,680 ▼-0.7%27,4100.4%ETFFIRST TR EXCHNG TRADED FD VI$1,848,570$77,058 ▲4.3%86,5780.4%FT VEST US SMALLHDHome Depot$1,835,498$5,867 ▲0.3%5,0060.4%Retail/WholesaleCATCaterpillar$1,760,308$81,143 ▲4.8%4,5340.4%IndustrialsCSCOCisco Systems$1,749,892$85,823 ▼-4.7%25,2220.4%Computer and TechnologyJNJJohnson & Johnson$1,717,555$14,664 ▲0.9%11,2440.4%MedicalLHXL3Harris Technologies$1,655,5440.0%6,6000.4%AerospaceINNOVATOR ETFS TRUST$1,647,2360.0%57,4150.4%EQUITY DEF PROTNSPGSimon Property Group$1,643,290$330,523 ▼-16.7%10,2220.4%FinanceXOMExxon Mobil$1,640,875$264,981 ▲19.3%15,2210.4%EnergyPJULInnovator U.S. Equity Power Buffer ETF - July$1,626,221$18,461 ▼-1.1%37,0860.4%ETFVZVerizon Communications$1,623,065$59,237 ▼-3.5%37,5100.4%Computer and TechnologyKJULInnovator U.S. Small Cap Power Buffer ETF - July$1,614,454$17,897 ▼-1.1%55,2990.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,607,934$20,323 ▼-1.2%18,1180.4%ETFKOCocaCola$1,581,000$43,795 ▼-2.7%22,3460.4%Consumer StaplesSLYVSPDR S&P 600 Small Cap Value ETF$1,566,344$82,233 ▼-5.0%19,6380.4%ETFMDLZMondelez International$1,563,268$46,601 ▼-2.9%23,1800.4%Consumer StaplesABBVAbbVie$1,561,866$1,671 ▲0.1%8,4140.4%MedicalTAT&T$1,553,848$12,531 ▼-0.8%53,6920.4%Computer and TechnologyBUFBInnovator Laddered Allocation Buffer ETF$1,530,800$60,137 ▼-3.8%45,1830.4%ETFEMEEMCOR Group$1,464,611$40,119 ▼-2.7%2,7380.3%ConstructionBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,456,214$1,456,214 ▲New Holding15,8750.3%ETFPOOLPool$1,415,488$247,477 ▼-14.9%4,8560.3%Consumer DiscretionaryPSAPublic Storage$1,401,152$14,085 ▼-1.0%4,7750.3%FinanceFIRST TR EXCHNG TRADED FD VI$1,398,591$46,450 ▼-3.2%37,6370.3%FT VEST U.SPALANTIR TECHNOLOGIES INC$1,398,234$62,435 ▲4.7%10,2570.3%CL AMCDMcDonald's$1,363,272$5,843 ▲0.4%4,6660.3%Retail/WholesaleWFCWells Fargo & Company$1,363,167$6,890 ▼-0.5%17,0140.3%FinanceINNOVATOR ETFS TRUST$1,362,137$26,433 ▼-1.9%48,3370.3%EQUITY DEFINED PCOFCapital One Financial$1,356,472$1,356,472 ▲New Holding6,3760.3%FinanceGLWCorning$1,346,563$263 ▲0.0%25,6050.3%Computer and TechnologyMRKMerck & Co., Inc.$1,338,162$29,288 ▼-2.1%16,9050.3%MedicalIJANInnovator MSCI EAFE Power Buffer ETF - January$1,333,8930.0%38,9960.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,332,056$83,125 ▼-5.9%53,2180.3%ETFIJULInnovator MSCI EAFE Power Buffer ETF - July$1,328,129$20,378 ▼-1.5%41,5820.3%ETFJBLJabil$1,308,6000.0%6,0000.3%Computer and TechnologyVRPInvesco Variable Rate Preferred ETF$1,286,598$2,445 ▲0.2%52,6220.3%ETFPFEPfizer$1,282,301$7,151 ▼-0.6%52,9000.3%MedicalEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$1,263,963$25,503 ▼-2.0%39,4510.3%ETFEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$1,259,546$34,157 ▼-2.6%45,5040.3%ETFCOSTCostco Wholesale$1,255,929$245,446 ▲24.3%1,2690.3%Retail/WholesaleWMBWilliams Companies$1,252,136$34,672 ▲2.8%19,9350.3%EnergyMMM3M$1,250,499$26,794 ▼-2.1%8,2140.3%Multi-Sector ConglomeratesGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$1,227,903$169,200 ▲16.0%32,6570.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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