Diligent Investors, LLC Reduced Holdings in Q2 2025

Diligent Investors, LLC

  • $373 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FSK
Fs Kkr Capital Corp

Financial Services
-4.45K
- 7.47%
$17.95 - $21.5 $79.8K - $95.6K
55.1K $1.14M
NOCT
Innovator Growth 100 Power Buf

ETFs
-3.73K
- 17.86%
$46.13 - $54.5 $172K - $203K
17.1K $934K
AMGN
Amgen Inc

Healthcare
-131
- 6.48%
$262.28 - $309.85 $34.4K - $40.6K
1.89K $528K
CRWD
Crowd Strike Holdings, Inc.

Technology
-600
- 45.45%
$321.63 - $509.31 $193K - $306K
720 $366K
PINE
Alpine Income Property Trust, Inc.

Real Estate
-4.57K
- 27.57%
$14.71 - $17.13 $67.3K - $78.3K
12K $176K
PZZA
Papa Johns International Inc

Consumer Cyclical
-3.73K
- 40.39%
$30.45 - $51.79 $114K - $193K
5.51K $269K
AES
Aes Corp

Utilities
-6.4K
- 38.98%
$9.63 - $12.55 $61.6K - $80.3K
10K $105K
XLE
Energy Sector Spdr

ETFs
-456
- 5.84%
$76.44 - $94.13 $34.9K - $42.9K
7.35K $623K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-8.65K
- 18.26%
$10.28 - $11.04 $88.9K - $95.4K
38.7K $426K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.73K
- 16.05%
$47.46 - $55.3 $81.9K - $95.4K
9.03K $497K
DWLD
Davis Fundamental ETF Tr

ETFs
-2.6K
- 31.63%
$33.22 - $41.44 $86.4K - $108K
5.62K $232K
KAPR
Innovator U.S. Small Cap Power

ETFs
-3.91K
- 11.0%
$28.5 - $32.39 $112K - $127K
31.7K $1.03M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.32K
- 5.87%
$24.54 - $25.07 $81.5K - $83.3K
53.2K $1.33M
PFE
Pfizer Inc

Healthcare
-295
- 0.55%
$21.59 - $24.84 $6.37K - $7.33K
52.9K $1.28M
KO
Coca Cola CO

Consumer Defensive
-619
- 2.7%
$68.37 - $73.9 $42.3K - $45.7K
22.3K $1.58M
NUE
Nucor Corp

Basic Materials
-600
- 26.13%
$103.22 - $131.43 $61.9K - $78.9K
1.7K $219K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-691
- 2.89%
$63.54 - $68.5 $43.9K - $47.3K
23.2K $1.56M
AFL
Aflac Inc

Financial Services
-25
- 0.28%
$99.77 - $112.45 $2.49K - $2.81K
9K $949K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.03K
- 4.99%
$67.03 - $80.35 $69.1K - $82.8K
19.6K $1.57M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-993
- 4.69%
$49.73 - $51.44 $49.4K - $51.1K
20.2K $1.04M
PSA
Public Storage

Real Estate
-48
- 1.0%
$266.31 - $309.77 $12.8K - $14.9K
4.78K $1.4M
MO
Altria Group, Inc.

Consumer Defensive
-415
- 4.37%
$55.56 - $60.91 $23.1K - $25.3K
9.08K $532K
DUK
Duke Energy Corp

Utilities
-90
- 1.37%
$112.46 - $124.05 $10.1K - $11.2K
6.47K $763K
MDT
Medtronic PLC

Healthcare
-70
- 0.73%
$80.68 - $88.86 $5.65K - $6.22K
9.57K $833K
O
Realty Income Corp

Real Estate
-405
- 2.32%
$52.27 - $58.52 $21.2K - $23.7K
17K $980K
IFF
International Flavors & Fragrances Inc

Basic Materials
-48
- 0.84%
$66.85 - $79.33 $3.21K - $3.81K
5.64K $414K
WPC
W. P. Carey Inc.

Real Estate
-253
- 2.29%
$56.12 - $64.53 $14.2K - $16.3K
10.8K $673K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.5K
- 24.7%
$7.69 - $11.46 $26.9K - $40.1K
10.7K $122K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.09K
- 5.01%
N/A
20.7K $392K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.49K
- 11.58%
$19.1 - $23.83 $105K - $131K
41.9K $998K
ADBE
Adobe Inc.

Technology
-50
- 2.31%
$340.0 - $420.68 $17K - $21K
2.12K $818K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-358
- 3.55%
$29.82 - $30.19 $10.7K - $10.8K
9.72K $293K
VTV
Vanguard Value ETF

ETFs
-201
- 4.35%
$153.67 - $176.74 $30.9K - $35.5K
4.42K $781K
RL
Ralph Lauren Corp

Consumer Cyclical
-274
- 21.42%
$182.34 - $286.22 $50K - $78.4K
1.01K $275K
IEF
Ishares Barclays

ETFs
-91
- 3.27%
$93.15 - $96.56 $8.48K - $8.79K
2.69K $257K
HON
Honeywell International Inc

Industrials
-220
- 10.53%
$182.86 - $232.88 $40.2K - $51.2K
1.87K $435K
PSEP
Innovator U.S. Equity Power Bu
-1.25K
- 2.37%
N/A
51.6K $0
First Tr Exchng Traded Fd Vi
-45
- 0.07%
N/A
66.6K $0
First Tr Exchng Traded Fd Vi
-5K
- 31.46%
N/A
10.9K $0
First Tr Exchng Traded Fd Vi
-25
- 0.09%
N/A
26.3K $0
First Tr Exchng Traded Fd Vi
-1.25K
- 3.21%
N/A
37.6K $0
Innovator Etfs Trust
-185
- 1.2%
N/A
15.2K $0
Grayscale Bitcoin Mini Tr Et
-700
- 5.4%
N/A
12.3K $0
Innovator Etfs Trust
-1.66K
- 7.21%
N/A
21.4K $0
Innovator Etfs Trust
-5.78K
- 32.05%
N/A
12.3K $0
Innovator Etfs Trust
-938
- 1.9%
N/A
48.3K $0
Innovator Etfs Trust
-796
- 1.98%
N/A
39.5K $0
Fidelity Wise Origin Bitcoin
-2.13K
- 24.1%
N/A
6.69K $0
Rlj Lodging Tr
-3.44K
- 21.89%
N/A
12.3K $0
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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