Diligent Investors, LLC Incresed Positions in Q2 2025

Diligent Investors, LLC

  • $373 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
401K
+ 4424.2%
$24.19 - $24.45 $9.71M - $9.81M
410K $10M
SPYG
Spdr Portfolio

ETFs
875
+ 0.49%
$71.83 - $95.32 $62.9K - $83.4K
180K $17.1M
NVDA
Nvidia Corp

Technology
672
+ 1.77%
$94.31 - $157.99 $63.4K - $106K
38.7K $6.11M
META
Meta Platforms, Inc.

Communication Services
281
+ 4.31%
$484.66 - $738.09 $136K - $207K
6.8K $5.02M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.72K
+ 3.46%
$32.66 - $40.75 $220K - $274K
201K $8.14M
AMZN
Amazon Com Inc

Consumer Cyclical
540
+ 2.93%
$167.32 - $223.3 $90.4K - $121K
19K $4.16M
TSLA
Tesla, Inc.

Consumer Cyclical
550
+ 6.79%
$221.86 - $362.89 $122K - $200K
8.65K $2.75M
NFLX
Netflix Inc

Communication Services
59
+ 4.24%
$855.86 - $1339.13 $50.5K - $79K
1.45K $1.94M
PLTR
Palantir Technologies Inc.

Technology
458
+ 4.67%
$74.01 - $144.25 $33.9K - $66.1K
10.3K $1.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
437
+ 0.15%
$45.11 - $52.34 $19.7K - $22.9K
286K $15M
MS
Morgan Stanley

Financial Services
307
+ 2.21%
$99.83 - $140.86 $30.6K - $43.2K
14.2K $2M
SNOW
Snowflake Inc.

Technology
127
+ 2.87%
$130.53 - $223.77 $16.6K - $28.4K
4.55K $1.02M
GOOGL
Alphabet Inc.

Communication Services
366
+ 2.68%
$144.7 - $178.6 $53K - $65.4K
14K $2.47M
GOOG
Alphabet Inc.

Communication Services
1.51K
+ 33.8%
$146.58 - $180.01 $221K - $271K
5.96K $1.06M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.52K
+ 9.21%
$34.72 - $42.74 $157K - $193K
53.6K $2.29M
CAT
Caterpillar Inc

Industrials
209
+ 4.83%
$273.94 - $388.21 $57.3K - $81.1K
4.53K $1.76M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
8K
+ 61.5%
$33.11 - $37.79 $265K - $302K
21K $793K
AXP
American Express CO

Financial Services
51
+ 0.83%
$231.39 - $318.98 $11.8K - $16.3K
6.17K $1.97M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.65K
+ 15.12%
$25.35 - $64.65 $41.8K - $107K
12.6K $625K
COST
Costco Wholesale Corp

Consumer Defensive
248
+ 24.29%
$908.13 - $1056.85 $225K - $262K
1.27K $1.26M
AVGO
Broadcom Inc.

Technology
550
+ 44.04%
$146.29 - $275.65 $80.5K - $152K
1.8K $495K
PJUN
Innovator U.S. Equity Power Bu

ETFs
6.3K
+ 55.5%
$34.48 - $39.76 $217K - $250K
17.7K $701K
PMAR
Innovator U.S. Equity Power Bu

ETFs
498
+ 0.56%
$37.18 - $42.23 $18.5K - $21K
89.5K $3.78M
GLW
Corning Inc

Technology
5
+ 0.02%
$39.07 - $52.59 $195 - $263
25.6K $1.35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
133
+ 11.19%
$416.06 - $551.64 $55.3K - $73.4K
1.32K $729K
NKE
Nike, Inc.

Consumer Cyclical
1.9K
+ 40.01%
$53.27 - $72.04 $101K - $137K
6.66K $473K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5
+ 0.01%
$41.3 - $47.0 $207 - $235
42.9K $2.02M
XOM
Exxon Mobil Corp

Energy
2.46K
+ 19.26%
$99.93 - $119.04 $246K - $293K
15.2K $1.64M
SAP
Sap Se

Technology
68
+ 2.54%
$237.53 - $309.8 $16.2K - $21.1K
2.74K $833K
V
Visa Inc.

Financial Services
103
+ 0.61%
$308.27 - $373.31 $31.8K - $38.5K
17.1K $6.08M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.02%
$92.79 - $134.29 $92.8 - $134
6.23K $828K
SPY
Spdr S&P 500 ETF Trust

ETFs
127
+ 25.45%
$496.48 - $617.85 $63.1K - $78.5K
626 $386K
WMB
Williams Companies, Inc.

Energy
552
+ 2.85%
$54.33 - $62.87 $30K - $34.7K
19.9K $1.25M
YMAR
First Tr Ex Tr Viii Cboe Vest
2.5K
+ 21.81%
$22.43 - $25.58 $56.1K - $63.9K
14K $356K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
12.1K
+ 7.19%
$10.09 - $10.88 $122K - $132K
181K $1.87M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.11%
$218.97 - $332.17 $219 - $332
916 $304K
GLD
Spdr Gold Trust

ETFs
14
+ 0.38%
$273.71 - $316.29 $3.83K - $4.43K
3.74K $1.14M
IAPR
Innovator Etfs Tr Internationa

ETFs
1.65K
+ 14.15%
$25.9 - $29.24 $42.7K - $48.2K
13.3K $389K
ING
Ing Groep Nv

Financial Services
5
+ 0.02%
$16.62 - $21.98 $83.1 - $110
21.7K $474K
BROS
Dutch Bros Inc.

Consumer Cyclical
140
+ 2.42%
$51.37 - $73.72 $7.19K - $10.3K
5.91K $404K
HTGC
Hercules Capital, Inc.

Financial Services
3.52K
+ 14.39%
$16.24 - $19.1 $57.2K - $67.3K
28K $511K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
60
+ 1.33%
$62.73 - $78.42 $3.76K - $4.71K
4.59K $355K
DOV
Dover Corp

Industrials
101
+ 4.74%
$151.14 - $186.7 $15.3K - $18.9K
2.23K $408K
UNP
Union Pacific Corp

Industrials
173
+ 9.33%
$208.27 - $238.46 $36K - $41.3K
2.03K $466K
WRB
Berkley W R Corp

Financial Services
100
+ 1.56%
$64.28 - $75.17 $6.43K - $7.52K
6.51K $478K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.06%
$89.02 - $104.29 $178 - $209
3.08K $321K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
100
+ 0.19%
$23.32 - $24.45 $2.33K - $2.45K
52.6K $1.29M
RPV
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.12%
$81.66 - $93.76 $245 - $281
2.57K $241K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.32%
$335.24 - $380.78 $5.36K - $6.09K
5.01K $1.84M
Activity Summary
Buys All Purchases 107 New Holdings 25 Increased Positions 82 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
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