Diligent Investors, LLC Purchases in Q4 2024

Diligent Investors, LLC

  • $390 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
86
+ 1.24%
$213.65 - $479.86 $18.4K - $41.3K
7K $2.83M
NVDA
Nvidia Corp

Technology
3.16K
+ 9.09%
$117.0 - $148.88 $369K - $470K
37.9K $5.09M
MSTR
Microstrategy Inc

Technology
2.54K
New
$162.69 - $473.83 $413K - $1.2M
2.54K $735K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
91
+ 0.32%
$47.29 - $84.74 $4.3K - $7.71K
28.5K $2.12M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
68.3K
+ 87.23%
$8.24 - $11.07 $562K - $756K
147K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
311
+ 1.74%
$180.88 - $232.93 $56.3K - $72.4K
18.2K $4M
SAP
Sap Se

Technology
2.67K
New
$218.13 - $255.54 $582K - $682K
2.67K $656K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
12.4K
New
$36.71 - $37.55 $453K - $464K
12.4K $460K
NFLX
Netflix Inc

Communication Services
209
+ 17.74%
$687.65 - $936.56 $144K - $196K
1.39K $1.24M
GLD
Spdr Gold Trust

ETFs
1.5K
+ 67.26%
$236.59 - $257.5 $355K - $386K
3.73K $903K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
15.4K
New
$21.7 - $22.73 $334K - $350K
15.4K $334K
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.03%
$205.18 - $250.29 $616 - $751
11.1K $2.65M
MS
Morgan Stanley

Financial Services
9
+ 0.06%
$104.42 - $134.99 $940 - $1.21K
14.2K $1.78M
BROS
Dutch Bros Inc.

Consumer Cyclical
5.72K
New
$30.72 - $55.82 $176K - $320K
5.72K $299K
TJX
Tjx Companies Inc

Consumer Cyclical
2.35K
New
$112.15 - $127.2 $263K - $298K
2.35K $283K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
732
New
$260.53 - $404.79 $191K - $296K
732 $279K
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.09K
+ 8.54%
$41.16 - $42.25 $209K - $215K
64.6K $2.73M
BA
Boeing CO

Industrials
156
+ 1.66%
$138.14 - $180.72 $21.5K - $28.2K
9.55K $1.69M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
9K
New
$26.53 - $28.09 $239K - $253K
9K $247K
UAL
United Airlines Holdings, Inc.

Industrials
2.51K
New
$55.62 - $102.44 $140K - $257K
2.51K $243K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.15K
New
$74.71 - $79.24 $235K - $250K
3.15K $241K
WMB
Williams Companies, Inc.

Energy
1.1K
+ 5.72%
$46.37 - $59.74 $51.1K - $65.9K
20.4K $1.1M
CMCSA
Comcast Corp

Communication Services
5.83K
New
$37.39 - $45.14 $218K - $263K
5.83K $218K
DXCM
Dexcom Inc

Healthcare
2.8K
New
$65.68 - $81.01 $184K - $227K
2.8K $217K
UNH
Unitedhealth Group Inc

Healthcare
501
+ 93.64%
$485.52 - $625.25 $243K - $313K
1.04K $524K
BSX
Boston Scientific Corp

Healthcare
2.33K
New
$83.62 - $91.5 $195K - $214K
2.33K $208K
HCA
Hca Healthcare, Inc.

Healthcare
951
+ 110.58%
$297.52 - $415.61 $283K - $395K
1.81K $543K
GOOG
Alphabet Inc.

Communication Services
469
+ 13.52%
$163.08 - $198.16 $76.5K - $92.9K
3.94K $750K
FSK
Fs Kkr Capital Corp

Financial Services
1.34K
+ 1.9%
$19.71 - $22.22 $26.5K - $29.8K
72.1K $1.56M
SBUX
Starbucks Corp

Consumer Cyclical
2.03K
+ 51.07%
$87.44 - $102.5 $177K - $208K
6K $547K
KMI
Kinder Morgan, Inc.

Energy
381
+ 1.48%
$22.59 - $28.54 $8.61K - $10.9K
26.1K $714K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
2.98K
+ 6.73%
$31.36 - $32.75 $93.6K - $97.7K
47.3K $1.53M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
725
+ 0.85%
$78.43 - $87.17 $56.9K - $63.2K
85.6K $6.86M
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 3.57%
$275.15 - $388.2 $13.8K - $19.4K
1.45K $496K
GE
General Electric CO

Industrials
1.08K
+ 30.69%
$159.95 - $194.23 $173K - $210K
4.61K $769K
COP
Conocophillips

Energy
1.05K
+ 27.52%
$95.12 - $114.72 $99.9K - $120K
4.87K $482K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
2K
+ 5.99%
$28.48 - $29.56 $57K - $59.1K
35.4K $1.04M
PEP
Pepsico Inc

Consumer Defensive
1.23K
+ 19.64%
$151.29 - $176.1 $185K - $216K
7.46K $1.13M
LEN
Lennar Corp

Consumer Cyclical
1K
+ 68.49%
$136.2 - $188.96 $136K - $189K
2.46K $335K
GLW
Corning Inc

Technology
5
+ 0.02%
$44.11 - $49.76 $221 - $249
25.6K $1.22M
IP
International Paper CO

Consumer Cyclical
27
+ 0.27%
$46.64 - $59.57 $1.26K - $1.61K
9.95K $535K
XLF
Financial Sector Spdr

ETFs
191
+ 1.48%
$44.89 - $51.34 $8.57K - $9.81K
13.1K $634K
SRE
Sempra Energy

Utilities
27
+ 0.26%
$80.81 - $94.77 $2.18K - $2.56K
10.4K $908K
QQQ
Invesco Qqq Trust, Series 1

ETFs
33
+ 3.12%
$481.22 - $538.17 $15.9K - $17.8K
1.09K $558K
NOCT
Innovator Growth 100 Power Buf

ETFs
100
+ 0.4%
$49.49 - $52.11 $4.95K - $5.21K
25.3K $1.3M
HON
Honeywell International Inc

Industrials
3
+ 0.14%
$202.84 - $236.0 $609 - $708
2.09K $471K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
346
+ 1.6%
$84.34 - $95.14 $29.2K - $32.9K
21.9K $1.91M
XLY
Select Sector Spdr Consumer Di

ETFs
30
+ 2.35%
$194.8 - $239.43 $5.84K - $7.18K
1.31K $293K
PANW
Palo Alto Networks Inc

Technology
1.72K
+ 100.0%
$181.96 - $405.9 $312K - $696K
3.43K $624K
Activity Summary
Buys All Purchases 134 New Holdings 24 Increased Positions 110 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Diligent Investors, LLC Portfolio

Follow Diligent Investors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diligent Investors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diligent Investors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email