Diligent Investors, LLC Purchases in Q1 2025

Diligent Investors, LLC

  • $366 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
25
+ 0.28%
$24.1 - $24.33 $603 - $608
9.07K $220K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.13%
$96.9 - $104.39 $388 - $418
3.08K $303K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
81
+ 0.24%
$12.53 - $13.05 $1.01K - $1.06K
33.4K $421K
TXN
Texas Instruments Inc

Technology
1
+ 0.03%
N/A
3.33K $647K
Innovator Etfs Trust
1.18K
+ 14.05%
N/A
9.6K $0
Innovator Etfs Trust
2K
+ 15.57%
N/A
14.8K $0
First Tr Exchng Traded Fd Vi
6.05K
+ 7.87%
N/A
83K $0
First Tr Exchng Traded Fd Vi
16.9K
New
N/A
16.9K $0
Grayscale Bitcoin Mini Tr Et
1.99K
+ 18.17%
N/A
13K $0
First Tr Exchng Traded Fd Vi
2.5K
+ 10.1%
N/A
27.3K $0
First Tr Exchng Traded Fd Vi
500
+ 3.16%
N/A
16.3K $0
First Tr Exchng Traded Fd Vi
4.75K
+ 7.67%
N/A
66.7K $0
First Tr Exchng Traded Fd Vi
6.16K
New
N/A
6.16K $0
Innovator Etfs Trust
4.93K
+ 46.94%
N/A
15.4K $0
Innovator Etfs Trust
2K
+ 3.2%
N/A
64.6K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
1.8K
+ 24.69%
N/A
9.09K $0
Innovator Etfs Trust
9.5K
New
N/A
9.5K $0
Fidelity Wise Origin Bitcoin
8.82K
New
N/A
8.82K $0
First Tr Exchng Traded Fd Vi
1.9K
+ 18.27%
N/A
12.3K $0
Innovator Etfs Trust
7.28K
+ 16.22%
N/A
52.2K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
97
+ 8.88%
$468.34 - $539.52 $45.4K - $52.3K
1.19K $557K
LAND
Gladstone Land Corp

Real Estate
8
+ 0.07%
$10.4 - $11.84 $83.2 - $94.7
11.2K $119K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
48
+ 0.25%
$11.4 - $11.96 $547 - $574
19K $216K
MUB
Ishares National Muni Bond ETF

ETFs
6
+ 0.13%
$104.71 - $107.69 $628 - $646
4.69K $493K
FPI
Farmland Partners Inc.

Real Estate
3
+ 0.03%
$10.72 - $12.51 $32.2 - $37.5
10.1K $112K
CAG
Conagra Brands Inc.

Consumer Defensive
48
+ 0.42%
$23.9 - $27.67 $1.15K - $1.33K
11.4K $303K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
5
+ 0.02%
$32.41 - $34.01 $162 - $170
23.4K $762K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
162
+ 12.13%
$165.25 - $224.62 $26.8K - $36.4K
1.5K $248K
HTGC
Hercules Capital, Inc.

Financial Services
20
+ 0.08%
$18.01 - $22.0 $360 - $440
24.5K $471K
GS
Goldman Sachs Group Inc

Financial Services
141
+ 3.79%
$524.81 - $672.19 $74K - $94.8K
3.87K $2.11M
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$37.33 - $45.03 $37.3 - $45
7.35K $280K
ROK
Rockwell Automation, Inc

Industrials
6
+ 0.66%
$255.29 - $303.75 $1.53K - $1.82K
915 $236K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.24%
$271.18 - $303.12 $1.08K - $1.21K
1.65K $452K
HON
Honeywell International Inc

Industrials
3
+ 0.14%
$202.75 - $226.52 $608 - $680
2.09K $442K
KAPR
Innovator U.S. Small Cap Power

ETFs
900
+ 2.6%
$30.82 - $33.62 $27.7K - $30.3K
35.6K $1.1M
GLW
Corning Inc

Technology
6
+ 0.02%
$44.91 - $54.25 $269 - $326
25.6K $1.17M
GOOG
Alphabet Inc.

Communication Services
516
+ 13.1%
$156.06 - $207.71 $80.5K - $107K
4.46K $696K
META
Meta Platforms, Inc.

Communication Services
49
+ 0.76%
$576.74 - $736.67 $28.3K - $36.1K
6.52K $3.76M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13
+ 0.03%
$21.23 - $23.75 $276 - $309
47.4K $1.02M
UPS
United Parcel Service Inc

Industrials
17
+ 0.25%
$109.66 - $136.26 $1.86K - $2.32K
6.74K $741K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.12%
$347.25 - $424.87 $2.08K - $2.55K
4.99K $1.83M
BAC
Bank Of America Corp

Financial Services
852
+ 1.28%
$39.61 - $47.74 $33.7K - $40.7K
67.6K $2.82M
POOL
Pool Corp

Industrials
1
+ 0.02%
$314.92 - $364.31 $315 - $364
5.71K $1.82M
ADBE
Adobe Inc.

Technology
5
+ 0.23%
$377.84 - $464.11 $1.89K - $2.32K
2.17K $830K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.02%
$142.1 - $183.56 $142 - $184
4.17K $597K
SRE
Sempra Energy

Utilities
170
+ 1.64%
$67.85 - $87.67 $11.5K - $14.9K
10.5K $751K
AMAT
Applied Materials Inc

Technology
6
+ 0.04%
$145.06 - $195.51 $870 - $1.17K
13.7K $1.98M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2
+ 0.01%
$62.43 - $84.12 $125 - $168
28.5K $1.88M
EIX
Edison International

Utilities
1.23K
+ 8.04%
$50.06 - $80.01 $61.4K - $98.1K
16.5K $971K
Activity Summary
Buys All Purchases 107 New Holdings 10 Increased Positions 97 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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