Diligent Investors, LLC Incresed Positions in Q3 2024

Diligent Investors, LLC

  • $391 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.35K
+ 11.17%
$405.19 - $478.57 $548K - $647K
13.5K $6.19M
META
Meta Platforms, Inc.

Communication Services
220
+ 3.52%
$453.41 - $572.44 $99.8K - $126K
6.48K $3.71M
TSLA
Tesla, Inc.

Consumer Cyclical
287
+ 4.33%
$191.76 - $263.26 $55K - $75.6K
6.91K $1.81M
PAUG
Innovator U.S. Equity Power Bu

ETFs
6.73K
+ 5.92%
$35.57 - $37.86 $239K - $255K
120K $4.56M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
10.9K
+ 48.46%
$27.17 - $28.74 $296K - $313K
33.4K $959K
SCHA
Schwab Strategic Tr Us Small C

ETFs
304
+ 0.39%
$46.9 - $51.96 $14.3K - $15.8K
78K $4.02M
CAT
Caterpillar Inc

Industrials
126
+ 2.64%
$316.8 - $391.12 $39.9K - $49.3K
4.9K $1.92M
ZTS
Zoetis Inc.

Healthcare
1
+ 0.01%
$172.58 - $196.48 $173 - $196
13.7K $2.67M
AXP
American Express CO

Financial Services
1
+ 0.02%
$225.92 - $271.17 $226 - $271
6.25K $1.69M
SPG
Simon Property Group Inc

Real Estate
22
+ 0.16%
$146.09 - $170.11 $3.21K - $3.74K
13.8K $2.33M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.12%
$163.84 - $199.33 $1.64K - $1.99K
8.6K $1.7M
AMZN
Amazon Com Inc

Consumer Cyclical
1.76K
+ 10.92%
$161.02 - $200.0 $284K - $353K
17.9K $3.34M
VZ
Verizon Communications Inc

Communication Services
1.42K
+ 3.51%
$38.89 - $45.0 $55.2K - $63.9K
41.9K $1.88M
O
Realty Income Corp

Real Estate
27
+ 0.14%
$52.36 - $63.42 $1.41K - $1.71K
19.3K $1.22M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
612
+ 1.29%
$36.02 - $41.68 $22K - $25.5K
48.1K $1.99M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
103
+ 0.48%
$77.23 - $87.97 $7.95K - $9.06K
21.6K $1.87M
GLW
Corning Inc

Technology
556
+ 2.22%
$37.76 - $46.2 $21K - $25.7K
25.6K $1.16M
SNOW
Snowflake Inc.

Technology
2.05K
+ 75.71%
$108.56 - $143.02 $222K - $292K
4.75K $545K
JNJ
Johnson & Johnson

Healthcare
87
+ 0.86%
$145.48 - $167.38 $12.7K - $14.6K
10.2K $1.65M
BNL
Broadstone Net Lease, Inc.

Real Estate
86
+ 0.15%
$15.64 - $18.95 $1.35K - $1.63K
55.7K $1.06M
NRG
Nrg Energy, Inc.

Utilities
400
+ 4.0%
$68.89 - $91.22 $27.6K - $36.5K
10.4K $947K
NFLX
Netflix Inc

Communication Services
177
+ 17.68%
$598.55 - $722.26 $106K - $128K
1.18K $835K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
96
+ 0.5%
$85.03 - $94.56 $8.16K - $9.08K
19.3K $1.8M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
32.3K
+ 70.24%
$8.26 - $12.16 $267K - $393K
78.3K $701K
RSP
Invesco S&P 500 Equal Weight E

ETFs
148
+ 1.85%
$162.83 - $179.16 $24.1K - $26.5K
8.15K $1.46M
CAH
Cardinal Health Inc

Healthcare
3
+ 0.03%
$93.74 - $114.66 $281 - $344
11.6K $1.28M
NJUL
Innovator Growth 100 Power Buf

Technology
1.6K
+ 5.22%
$56.73 - $60.88 $90.8K - $97.4K
32.3K $1.96M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
23
+ 0.1%
$26.09 - $33.19 $600 - $763
22.3K $739K
BMY
Bristol Myers Squibb CO

Healthcare
400
+ 3.81%
$39.66 - $51.75 $15.9K - $20.7K
10.9K $563K
GOOG
Alphabet Inc.

Communication Services
969
+ 38.74%
$149.54 - $192.66 $145K - $187K
3.47K $580K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
2.59K
+ 5.05%
$23.84 - $25.78 $61.7K - $66.7K
53.9K $1.38M
DUK
Duke Energy Corp

Utilities
1
+ 0.01%
$99.35 - $117.71 $99.4 - $118
7.47K $861K
CPB
Campbell Soup CO

Consumer Defensive
57
+ 0.21%
$45.01 - $51.89 $2.57K - $2.96K
27.6K $1.35M
AMH
American Homes 4 Rent

Real Estate
18
+ 0.02%
$34.87 - $41.14 $628 - $741
85K $3.26M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.08%
$194.9 - $224.8 $1.75K - $2.02K
11.1K $2.33M
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
UNP
Union Pacific Corp

Industrials
67
+ 2.71%
$221.78 - $256.09 $14.9K - $17.2K
2.54K $625K
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
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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