Diligent Investors, LLC Reduced Holdings in Q1 2025

Diligent Investors, LLC

  • $366 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
-350
- 14.23%
$113.93 - $141.54 $39.9K - $49.5K
2.11K $242K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-1.69K
- 11.54%
$51.94 - $55.24 $87.6K - $93.1K
12.9K $684K
PSA
Public Storage

Real Estate
-292
- 5.71%
$288.99 - $313.98 $84.4K - $91.7K
4.82K $1.44M
SNOW
Snowflake Inc.

Technology
-314
- 6.62%
$146.16 - $192.78 $45.9K - $60.5K
4.43K $647K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-2K
- 14.29%
$34.28 - $36.43 $68.6K - $72.9K
12K $413K
IFF
International Flavors & Fragrances Inc

Basic Materials
-426
- 6.97%
$76.48 - $87.72 $32.6K - $37.4K
5.69K $441K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-786
- 16.8%
$69.82 - $78.67 $54.9K - $61.8K
3.89K $274K
KMI
Kinder Morgan, Inc.

Energy
-3.48K
- 13.33%
$26.1 - $31.22 $90.8K - $109K
22.6K $644K
PEAK
Healthpeak Properties, Inc.

Real Estate
-3.44K
- 13.64%
N/A
21.8K $413K
GIS
General Mills Inc

Consumer Defensive
-389
- 3.71%
$57.56 - $65.3 $22.4K - $25.4K
10.1K $603K
MO
Altria Group, Inc.

Consumer Defensive
-2.63K
- 21.69%
$50.81 - $60.02 $134K - $158K
9.5K $570K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.78K
- 6.26%
$24.05 - $24.86 $90.8K - $93.8K
56.5K $1.4M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-380
- 0.8%
$31.06 - $33.33 $11.8K - $12.7K
47K $1.47M
AMH
American Homes 4 Rent

Real Estate
-2.47K
- 2.95%
$34.43 - $37.81 $84.9K - $93.3K
81.1K $3.07M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.44K
- 6.38%
$49.67 - $51.43 $71.7K - $74.2K
21.2K $1.08M
SHEL
Shell PLC

Energy
-1.95K
- 22.7%
$62.84 - $73.29 $123K - $143K
6.64K $482K
PANW
Palo Alto Networks Inc

Technology
-90
- 2.62%
$167.82 - $208.28 $15.1K - $18.7K
3.34K $569K
DD
Du Pont De Nemours, Inc.

Basic Materials
-434
- 3.82%
$72.7 - $84.32 $31.6K - $36.6K
10.9K $815K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-5
- 0.08%
$47.25 - $67.02 $236 - $335
6.19K $301K
STLA
Stellantis N.V.

Consumer Cyclical
-695
- 3.04%
$11.21 - $14.21 $7.79K - $9.88K
22.1K $248K
ET
Energy Transfer LP

Energy
-33
- 0.07%
$17.26 - $21.08 $570 - $696
45.5K $846K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-60
- 1.55%
$87.72 - $111.91 $5.26K - $6.71K
3.82K $345K
KHC
Kraft Heinz CO

Consumer Defensive
-1.27K
- 6.39%
$28.51 - $32.22 $36.1K - $40.8K
18.5K $564K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-479
- 2.17%
$31.75 - $36.0 $15.2K - $17.2K
21.6K $712K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-396
- 3.39%
$43.48 - $52.89 $17.2K - $20.9K
11.3K $496K
NWL
Newell Brands Inc.

Consumer Defensive
-95
- 0.88%
$6.2 - $10.66 $589 - $1.01K
10.7K $66K
VVV
Valvoline Inc

Energy
-100
- 0.39%
$34.44 - $40.19 $3.44K - $4.02K
25.6K $891K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-59
- 0.78%
$169.43 - $182.84 $10K - $10.8K
7.5K $1.29M
PZZA
Papa Johns International Inc

Consumer Cyclical
-548
- 5.6%
$36.01 - $51.28 $19.7K - $28.1K
9.24K $368K
DFS
Discover Financial Services

Financial Services
-97
- 1.53%
$152.99 - $203.25 $14.8K - $19.7K
6.26K $1.07M
MPC
Marathon Petroleum Corp

Energy
-296
- 15.88%
$134.72 - $159.03 $39.9K - $47.1K
1.57K $228K
PARA
Paramount Global

Communication Services
-4.25K
- 27.02%
$10.16 - $12.14 $43.2K - $51.6K
11.5K $132K
CRWD
Crowd Strike Holdings, Inc.

Technology
-130
- 8.97%
$308.86 - $455.36 $40.2K - $59.2K
1.32K $465K
DUSA
Davis Fundamental ETF Tr

ETFs
-700
- 10.17%
$41.58 - $46.14 $29.1K - $32.3K
6.19K $259K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-5
- 0.02%
$41.53 - $44.57 $208 - $223
22.3K $934K
AAL
American Airlines Group Inc.

Industrials
-2K
- 13.81%
N/A
12.5K $137K
MU
Micron Technology Inc

Technology
-369
- 9.18%
$86.89 - $109.38 $32.1K - $40.4K
3.65K $317K
F
Ford Motor CO

Consumer Cyclical
-2.1K
- 5.59%
$9.12 - $10.43 $19.2K - $21.9K
35.5K $356K
FOXA
Fox Corp

Communication Services
-1.25K
- 17.86%
$47.9 - $58.0 $59.9K - $72.5K
5.75K $325K
CMCSA
Comcast Corp

Communication Services
-279
- 4.79%
$33.19 - $38.23 $9.26K - $10.7K
5.55K $204K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-846
- 5.64%
$9.47 - $11.46 $8.01K - $9.7K
14.2K $146K
TRMK
Trustmark Corp

Financial Services
-98
- 1.11%
$32.92 - $38.83 $3.23K - $3.81K
8.71K $298K
BMY
Bristol Myers Squibb CO

Healthcare
-1K
- 9.18%
$53.9 - $63.11 $53.9K - $63.1K
9.9K $603K
FCX
Freeport Mcmoran Inc

Basic Materials
-197
- 1.48%
$34.5 - $43.01 $6.8K - $8.47K
13.1K $494K
DWLD
Davis Fundamental ETF Tr

ETFs
-600
- 6.8%
$35.32 - $39.55 $21.2K - $23.7K
8.22K $310K
CSCO
Cisco Systems, Inc.

Technology
-1.21K
- 4.38%
$58.74 - $64.87 $71.3K - $78.7K
26.5K $1.63M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-139
- 2.48%
$47.33 - $47.92 $6.58K - $6.66K
5.47K $259K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-1.37K
- 0.81%
$10.55 - $11.13 $14.5K - $15.3K
169K $1.8M
DFNL
Davis Fundamental ETF Tr

ETFs
-300
- 3.11%
$37.36 - $40.96 $11.2K - $12.3K
9.34K $364K
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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