Diligent Investors, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $369 Million distributed in 331 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.9M, Spdr Portfolio with a value of $15.7M, Spdr Portfolio S&P 500 Value E with a value of $15.2M, Apple Inc. with a value of $14.7M, and Spdr S&P 400 Mid Cap Growth Et with a value of $7.41M.

Examining the 13F form we can see an increase of $25.3M in the current position value, from $344M to 369M.

Below you can find more details about Diligent Investors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $369 Million
ETFs: $130 Million
Technology: $63.9 Million
Financial Services: $44.9 Million
Healthcare: $20.8 Million
Consumer Defensive: $20.7 Million
Industrials: $19.5 Million
Consumer Cyclical: $15 Million
Real Estate: $14.7 Million
Other: $35.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 331
  • Current Value $369 Million
  • Prior Value $344 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 22 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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