Diligent Investors, LLC Incresed Positions in Q1 2025

Diligent Investors, LLC

  • $366 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFEB
Innovator U.S. Equity Power Bu

ETFs
23.9K
+ 78.26%
$35.54 - $37.44 $850K - $895K
54.5K $1.95M
PMAR
Innovator U.S. Equity Power Bu

ETFs
11.1K
+ 14.29%
$39.51 - $41.0 $440K - $457K
89K $3.55M
IBM
International Business Machines Corp

Technology
304
+ 3.44%
$217.4 - $264.74 $66.1K - $80.5K
9.14K $2.27M
PLTR
Palantir Technologies Inc.

Technology
2.1K
+ 27.34%
$64.98 - $124.62 $137K - $262K
9.8K $827K
MDLZ
Mondelez International, Inc.

Consumer Defensive
850
+ 3.69%
$56.12 - $68.15 $47.7K - $57.9K
23.9K $1.62M
JNJ
Johnson & Johnson

Healthcare
34
+ 0.31%
$142.06 - $167.7 $4.83K - $5.7K
11.1K $1.85M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.02%
$114.1 - $135.66 $228 - $271
9.98K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 14.72%
$890.62 - $1076.86 $117K - $141K
1.02K $965K
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.83K
+ 7.47%
$41.09 - $43.24 $198K - $209K
69.5K $2.87M
XLV
Select Sector Spdr Fund Health

ETFs
411
+ 3.85%
$137.61 - $149.68 $56.6K - $61.5K
11.1K $1.6M
MDT
Medtronic PLC

Healthcare
20
+ 0.21%
$79.84 - $94.5 $1.6K - $1.89K
9.64K $865K
HCA
Hca Healthcare, Inc.

Healthcare
5
+ 0.28%
$296.7 - $345.55 $1.48K - $1.73K
1.82K $627K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.29%
$117.15 - $158.79 $586 - $794
1.71K $271K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
216
+ 0.3%
$7.15 - $8.48 $1.54K - $1.83K
72.7K $592K
PAA
Plains All American Pipeline LP

Energy
247
+ 1.21%
$17.32 - $20.96 $4.28K - $5.18K
20.6K $412K
NFLX
Netflix Inc

Communication Services
6
+ 0.43%
$828.4 - $1058.6 $4.97K - $6.35K
1.39K $1.3M
SAP
Sap Se

Technology
4
+ 0.15%
$241.4 - $293.69 $966 - $1.17K
2.67K $717K
BROS
Dutch Bros Inc.

Consumer Cyclical
50
+ 0.87%
$55.77 - $85.37 $2.79K - $4.27K
5.77K $360K
WM
Waste Management Inc

Industrials
4
+ 0.21%
$200.54 - $233.78 $802 - $935
1.93K $446K
VLO
Valero Energy Corp

Energy
250
+ 9.48%
$121.76 - $142.99 $30.4K - $35.7K
2.89K $381K
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 6.67%
$1739.0 - $2260.0 $17.4K - $22.6K
160 $312K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.22K
+ 23.57%
$21.48 - $22.98 $47.6K - $50.9K
11.6K $257K
YMAR
First Tr Ex Tr Viii Cboe Vest
1.5K
+ 15.05%
$22.77 - $24.61 $34.2K - $36.9K
11.5K $275K
SBUX
Starbucks Corp

Consumer Cyclical
13
+ 0.22%
$91.75 - $115.81 $1.19K - $1.51K
6.02K $587K
WFC
Wells Fargo & Company

Financial Services
114
+ 0.67%
$66.78 - $81.42 $7.61K - $9.28K
17.1K $1.23M
AMD
Advanced Micro Devices Inc

Technology
694
+ 32.23%
$96.63 - $129.55 $67.1K - $89.9K
2.85K $292K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
3.5K
+ 12.6%
$8.11 - $8.58 $28.4K - $30K
31.3K $255K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.35%
$461.52 - $548.18 $6.46K - $7.67K
1.05K $549K
XLF
Financial Sector Spdr

ETFs
175
+ 1.33%
$47.32 - $52.19 $8.28K - $9.13K
13.3K $655K
NUE
Nucor Corp

Basic Materials
102
+ 4.65%
$114.48 - $142.52 $11.7K - $14.5K
2.3K $276K
NKE
Nike, Inc.

Consumer Cyclical
1K
+ 26.6%
$63.29 - $81.72 $63.3K - $81.7K
4.76K $302K
POCT
Innovator U.S. Equity Power Bu

ETFs
1.5K
+ 3.0%
$38.53 - $40.49 $57.8K - $60.7K
51.6K $2M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
600
+ 4.86%
$36.38 - $38.05 $21.8K - $22.8K
13K $475K
AES
Aes Corp

Utilities
1.7K
+ 11.55%
$9.93 - $13.23 $16.9K - $22.5K
16.4K $203K
SPY
Spdr S&P 500 ETF Trust

ETFs
45
+ 9.91%
$551.42 - $612.93 $24.8K - $27.6K
499 $279K
OHI
Omega Healthcare Investors Inc

Real Estate
244
+ 1.66%
$35.7 - $38.33 $8.71K - $9.35K
14.9K $568K
PEP
Pepsico Inc

Consumer Defensive
187
+ 2.51%
$142.64 - $156.42 $26.7K - $29.3K
7.65K $1.15M
OKE
Oneok Inc

Energy
170
+ 2.77%
$89.57 - $109.85 $15.2K - $18.7K
6.31K $625K
IEF
Ishares Barclays

ETFs
6
+ 0.22%
$91.17 - $95.39 $547 - $572
2.78K $264K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
99
+ 0.19%
$24.07 - $24.5 $2.38K - $2.43K
52.5K $1.27M
BXSL
Blackstone Secured Lending Fund

Financial Services
3
+ 0.03%
$31.3 - $34.5 $93.9 - $104
10.1K $333K
RPV
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.23%
$89.33 - $95.17 $536 - $571
2.57K $234K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
186
+ 0.39%
$10.77 - $11.29 $2K - $2.1K
47.3K $517K
SCHO
Schwab Short Term Us Treasury

ETFs
25
+ 0.28%
$24.1 - $24.34 $603 - $609
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
7.28K
+ 16.22%
N/A
52.2K $0
Grayscale Bitcoin Mini Tr Et
1.99K
+ 18.17%
N/A
13K $0
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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