Diligent Investors, LLC Reduced Holdings in Q1 2025

Diligent Investors, LLC

  • $366 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.59K
- 1.91%
$209.68 - $247.1 $333K - $392K
81.6K $18.1M
SPYG
Spdr Portfolio

ETFs
-6.47K
- 3.49%
$80.05 - $92.39 $518K - $598K
179K $14.3M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-36.6K
- 38.7%
$41.28 - $44.23 $1.51M - $1.62M
57.9K $2.41M
TBJL
Innovator 20+ Year Treasury Bo

ETFs
-70K
- 87.5%
$19.32 - $20.46 $1.35M - $1.43M
10K $201K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-8.41K
- 10.61%
$77.91 - $92.26 $655K - $776K
70.9K $5.63M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-9.26K
- 10.82%
$75.47 - $84.24 $699K - $780K
76.3K $5.85M
WMT
Walmart Inc.

Consumer Defensive
-10K
- 20.23%
$84.5 - $105.05 $846K - $1.05M
39.5K $3.47M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-111K
- 75.87%
$9.19 - $12.93 $1.02M - $1.44M
35.4K $394K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-15.2K
- 9.71%
$23.16 - $27.04 $351K - $410K
141K $3.31M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.86K
- 3.01%
$49.78 - $53.19 $441K - $471K
286K $14.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-15.3K
- 45.39%
$25.58 - $29.24 $391K - $447K
18.4K $481K
KJUL
Innovator U.S. Small Cap Power

Technology
-11.6K
- 17.15%
$27.83 - $30.18 $322K - $349K
55.9K $1.57M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-7.58K
- 16.82%
$39.81 - $42.17 $302K - $320K
37.5K $1.5M
XLI
Industrial Sector Spdr

ETFs
-2.53K
- 36.27%
$128.78 - $141.67 $326K - $359K
4.45K $579K
FSK
Fs Kkr Capital Corp

Financial Services
-12.5K
- 17.35%
$20.47 - $24.06 $256K - $301K
59.6K $1.25M
SPG
Simon Property Group Inc

Real Estate
-1.4K
- 10.2%
$159.48 - $187.78 $222K - $262K
12.3K $2.04M
CAT
Caterpillar Inc

Industrials
-475
- 9.9%
$326.75 - $407.63 $155K - $194K
4.33K $1.43M
NJUL
Innovator Growth 100 Power Buf

Technology
-3.65K
- 11.67%
$59.98 - $64.86 $219K - $237K
27.6K $1.66M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.25K
- 5.69%
$77.33 - $90.16 $96.5K - $113K
20.7K $1.61M
XLE
Energy Sector Spdr

ETFs
-3.89K
- 33.26%
$85.7 - $93.96 $333K - $365K
7.8K $721K
EME
Emcor Group, Inc.

Industrials
-64
- 2.22%
$361.16 - $535.99 $23.1K - $34.3K
2.81K $1.04M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.27K
- 6.49%
$80.73 - $94.96 $103K - $121K
18.3K $1.51M
SYF
Synchrony Financial

Financial Services
-799
- 4.46%
$51.9 - $70.63 $41.5K - $56.4K
17.1K $905K
NOCT
Innovator Growth 100 Power Buf

ETFs
-4.38K
- 17.34%
$49.54 - $52.84 $217K - $231K
20.9K $1.04M
CPB
Campbell Soup CO

Consumer Defensive
-4.26K
- 15.53%
$37.29 - $42.04 $159K - $179K
23.2K $924K
KO
Coca Cola CO

Consumer Defensive
-6.98K
- 23.31%
$60.81 - $72.32 $425K - $505K
23K $1.64M
ETN
Eaton Corp PLC

Industrials
-90
- 2.82%
$271.83 - $371.23 $24.5K - $33.4K
3.1K $842K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.13K
- 6.0%
$95.85 - $99.25 $300K - $311K
49.1K $4.84M
GPN
Global Payments Inc

Industrials
-465
- 4.25%
$92.18 - $113.03 $42.9K - $52.6K
10.5K $1.03M
AXP
American Express CO

Financial Services
-78
- 1.26%
$255.39 - $325.87 $19.9K - $25.4K
6.12K $1.65M
MRK
Merck & Co., Inc.

Healthcare
-245
- 1.4%
$83.01 - $101.02 $20.3K - $24.7K
17.3K $1.55M
XLU
Utilities Sector Spdr

ETFs
-2.68K
- 26.36%
$74.7 - $80.27 $200K - $215K
7.48K $583K
QCOM
Qualcomm Inc

Technology
-1.17K
- 5.13%
$151.94 - $175.86 $178K - $206K
21.6K $3.32M
XLK
Technology Sector Spdr

ETFs
-444
- 14.48%
$206.38 - $242.18 $91.6K - $108K
2.62K $541K
VTV
Vanguard Value ETF

ETFs
-1.06K
- 18.68%
$167.73 - $179.21 $178K - $190K
4.62K $789K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.88K
- 2.41%
$35.21 - $37.69 $66.1K - $70.8K
76.2K $2.7M
MS
Morgan Stanley

Financial Services
-254
- 1.79%
$111.68 - $141.08 $28.4K - $35.8K
13.9K $1.62M
DOW
Dow Inc.

Basic Materials
-271
- 0.98%
$34.36 - $41.92 $9.31K - $11.4K
27.3K $953K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.25K
- 17.31%
$53.6 - $58.97 $121K - $133K
10.8K $584K
PFE
Pfizer Inc

Healthcare
-3.09K
- 5.49%
$25.01 - $27.13 $77.2K - $83.8K
53.2K $1.35M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-7.09K
- 13.17%
$24.29 - $25.89 $172K - $183K
46.7K $1.18M
UNP
Union Pacific Corp

Industrials
-686
- 27.0%
$225.21 - $254.42 $154K - $175K
1.86K $438K
SHOP
Shopify Inc.

Technology
-866
- 14.99%
$90.59 - $129.31 $78.5K - $112K
4.91K $474K
TGT
Target Corp

Consumer Defensive
-382
- 12.45%
$103.65 - $142.5 $39.6K - $54.4K
2.69K $280K
MAC
Macerich CO

Real Estate
-4.04K
- 17.75%
$15.88 - $20.87 $64.2K - $84.4K
18.7K $320K
TM
Toyota Motor Corp

Consumer Cyclical
-120
- 2.22%
$176.53 - $195.35 $21.2K - $23.4K
5.28K $932K
IP
International Paper CO

Consumer Cyclical
-1.86K
- 18.7%
$49.38 - $60.09 $91.9K - $112K
8.09K $431K
TEX
Terex Corp

Industrials
-100
- 0.79%
$37.65 - $48.97 $3.77K - $4.9K
12.6K $483K
AVGO
Broadcom Inc.

Technology
-66
- 5.02%
$167.43 - $244.7 $11.1K - $16.2K
1.25K $209K
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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