Diligent Investors, LLC Purchases in Q3 2024

Diligent Investors, LLC

  • $391 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
30
+ 2.01%
$429.6 - $500.99 $12.9K - $15K
1.53K $753K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2K
+ 14.47%
$35.91 - $38.04 $71.8K - $76.1K
15.8K $601K
WPC
W. P. Carey Inc.

Real Estate
174
+ 1.61%
$54.63 - $63.96 $9.51K - $11.1K
11K $684K
CRM
Salesforce, Inc.

Technology
76
+ 1.85%
$238.42 - $276.53 $18.1K - $21K
4.18K $1.14M
SHOP
Shopify Inc.

Technology
70
+ 1.22%
$52.26 - $80.75 $3.66K - $5.65K
5.82K $466K
GLD
Spdr Gold Trust

ETFs
100
+ 4.69%
$215.56 - $246.98 $21.6K - $24.7K
2.23K $542K
SO
Southern CO

Utilities
104
+ 1.78%
$77.0 - $90.52 $8.01K - $9.41K
5.95K $536K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.1K
+ 2.55%
$29.59 - $31.63 $32.7K - $34.9K
44.4K $1.4M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
415
+ 0.24%
$11.01 - $11.6 $4.57K - $4.81K
174K $2.01M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
104
+ 0.72%
$48.87 - $54.0 $5.08K - $5.62K
14.6K $788K
CRWD
Crowd Strike Holdings, Inc.

Technology
545
+ 63.74%
$217.89 - $392.15 $119K - $214K
1.4K $392K
KMI
Kinder Morgan, Inc.

Energy
348
+ 1.37%
$19.72 - $22.22 $6.86K - $7.73K
25.7K $567K
KAPR
Innovator U.S. Small Cap Power

ETFs
208
+ 0.6%
$30.54 - $32.65 $6.35K - $6.79K
34.7K $1.13M
WMB
Williams Companies, Inc.

Energy
5
+ 0.03%
$41.24 - $46.22 $206 - $231
19.3K $880K
DFS
Discover Financial Services

Financial Services
4
+ 0.06%
$123.41 - $144.72 $494 - $579
6.4K $897K
IP
International Paper CO

Consumer Cyclical
30
+ 0.3%
$42.55 - $49.98 $1.28K - $1.5K
9.93K $484K
CPER
United States Copper Index Fun

ETFs
1.66K
+ 21.73%
$24.71 - $28.93 $41K - $48K
9.3K $263K
POCT
Innovator U.S. Equity Power Bu

ETFs
571
+ 1.15%
$37.79 - $38.95 $21.6K - $22.2K
50.3K $1.96M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 2.54%
$801.83 - $917.05 $17.6K - $20.2K
887 $786K
PEP
Pepsico Inc

Consumer Defensive
110
+ 1.8%
$161.9 - $179.3 $17.8K - $19.7K
6.24K $1.06M
SYF
Synchrony Financial

Financial Services
1
+ 0.01%
$43.77 - $52.22 $43.8 - $52.2
18.3K $911K
CAG
Conagra Brands Inc.

Consumer Defensive
38
+ 0.33%
$28.13 - $32.83 $1.07K - $1.25K
11.7K $380K
PINE
Alpine Income Property Trust, Inc.

Real Estate
168
+ 1.05%
$15.0 - $19.1 $2.52K - $3.21K
16.2K $294K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.02%
$144.47 - $162.98 $144 - $163
4.17K $674K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
116
+ 0.35%
$12.58 - $14.06 $1.46K - $1.63K
33.1K $451K
AGNC
Agnc Investment Corp.

Real Estate
78
+ 0.2%
$9.48 - $10.66 $739 - $831
39.8K $416K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1K
+ 14.39%
$28.09 - $30.4 $28.1K - $30.4K
7.95K $241K
WRB
Berkley W R Corp

Financial Services
2.25K
+ 49.96%
$51.54 - $79.62 $116K - $179K
6.75K $382K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
100
+ 0.19%
$23.61 - $24.64 $2.36K - $2.46K
52.3K $1.28M
FSK
Fs Kkr Capital Corp

Financial Services
1.45K
+ 2.09%
$18.74 - $20.43 $27.1K - $29.6K
70.7K $1.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
261
+ 5.18%
$42.22 - $48.62 $11K - $12.7K
5.3K $246K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.18%
$255.18 - $283.2 $766 - $850
1.67K $473K
RL
Ralph Lauren Corp

Consumer Cyclical
1
+ 0.08%
$158.53 - $197.61 $159 - $198
1.33K $257K
AMD
Advanced Micro Devices Inc

Technology
126
+ 6.62%
$128.67 - $183.96 $16.2K - $23.2K
2.03K $332K
TGT
Target Corp

Consumer Defensive
1
+ 0.03%
$133.47 - $159.25 $133 - $159
3.14K $489K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10
+ 0.21%
$65.06 - $71.72 $651 - $717
4.77K $339K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
191
+ 0.41%
$10.77 - $11.33 $2.06K - $2.16K
47K $525K
WBD
Warner Bros. Discovery, Inc.

Communication Services
609
+ 4.1%
$6.71 - $8.78 $4.09K - $5.35K
15.5K $127K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.13%
$90.36 - $98.07 $361 - $392
3.08K $301K
RIO
Rio Tinto PLC

Basic Materials
2
+ 0.06%
$59.71 - $71.21 $119 - $142
3.13K $222K
TRMK
Trustmark Corp

Financial Services
2
+ 0.02%
$29.23 - $35.42 $58.5 - $70.8
8.89K $282K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$33.68 - $39.31 $33.7 - $39.3
7.35K $288K
RPV
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.2%
$82.04 - $89.49 $410 - $447
2.56K $227K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.67%
$517.38 - $573.86 $1.55K - $1.72K
454 $260K
TSN
Tyson Foods, Inc.

Consumer Defensive
3
+ 0.06%
$55.91 - $65.87 $168 - $198
5.41K $322K
IEF
Ishares Barclays

ETFs
8
+ 0.3%
$92.67 - $99.14 $741 - $793
2.67K $261K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
583
+ 1.91%
$7.86 - $8.77 $4.58K - $5.11K
31.2K $271K
MUB
Ishares National Muni Bond ETF

ETFs
9
+ 0.19%
$106.13 - $108.7 $955 - $978
4.67K $507K
GLDG
Gold Mining Inc.

Basic Materials
10K
New
$0.78 - $1.04 $7.8K - $10.4K
10K $9K
Activity Summary
Buys All Purchases 140 New Holdings 25 Increased Positions 115 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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