Diligent Investors, LLC Sells in Q4 2024

Diligent Investors, LLC

  • $390 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.37K
- 15.22%
$96.64 - $101.23 $905K - $948K
52.2K $5.06M
MSFT
Microsoft Corp

Technology
-1.25K
- 2.28%
$406.35 - $454.46 $506K - $566K
53.4K $22.5M
AMGN
Amgen Inc

Healthcare
-2.64K
- 54.26%
$258.78 - $328.31 $684K - $868K
2.23K $580K
SPYG
Spdr Portfolio

ETFs
-20.7K
- 10.02%
$81.74 - $91.38 $1.69M - $1.89M
185K $16.3M
AMAT
Applied Materials Inc

Technology
-104
- 0.76%
$161.44 - $213.89 $16.8K - $22.2K
13.7K $2.22M
ZTS
Zoetis Inc.

Healthcare
-108
- 0.79%
$162.24 - $194.42 $17.5K - $21K
13.6K $2.21M
NRG
Nrg Energy, Inc.

Utilities
-5K
- 48.08%
$85.3 - $101.61 $427K - $508K
5.4K $487K
SPGI
S&P Global Inc.

Financial Services
-550
- 6.23%
$480.36 - $529.17 $264K - $291K
8.28K $4.12M
QCOM
Qualcomm Inc

Technology
-189
- 0.82%
$150.4 - $178.04 $28.4K - $33.6K
22.8K $3.5M
JBL
Jabil Inc

Technology
-4.5K
- 42.86%
$118.97 - $147.77 $535K - $665K
6K $863K
INTC
Intel Corp

Technology
-676
- 0.68%
$19.07 - $26.23 $12.9K - $17.7K
99.3K $1.99M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-76
- 0.33%
$59.25 - $72.99 $4.5K - $5.55K
23K $1.38M
KO
Coca Cola CO

Consumer Defensive
-95
- 0.32%
$61.74 - $71.71 $5.87K - $6.81K
29.9K $1.86M
POOL
Pool Corp

Industrials
-159
- 2.71%
$339.32 - $390.03 $54K - $62K
5.7K $1.94M
O
Realty Income Corp

Real Estate
-416
- 2.16%
$51.76 - $64.71 $21.5K - $26.9K
18.8K $1.01M
VZ
Verizon Communications Inc

Communication Services
-18
- 0.04%
$39.6 - $45.21 $713 - $814
41.9K $1.67M
CPB
Campbell Soup CO

Consumer Defensive
-146
- 0.53%
$41.42 - $48.71 $6.05K - $7.11K
27.4K $1.15M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-3.9K
- 2.24%
$10.55 - $11.6 $41.2K - $45.3K
170K $1.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-222
- 1.65%
$442.29 - $483.08 $98.2K - $107K
13.2K $6M
BNL
Broadstone Net Lease, Inc.

Real Estate
-528
- 0.95%
$15.86 - $18.7 $8.37K - $9.87K
55.2K $874K
CAT
Caterpillar Inc

Industrials
-99
- 2.02%
$360.37 - $416.88 $35.7K - $41.3K
4.8K $1.74M
FCX
Freeport Mcmoran Inc

Basic Materials
-308
- 2.27%
$38.08 - $50.82 $11.7K - $15.7K
13.3K $505K
TBJL
Innovator 20+ Year Treasury Bo

ETFs
-2.41K
- 2.92%
$19.57 - $21.07 $47.2K - $50.8K
80K $1.57M
VVV
Valvoline Inc

Energy
-200
- 0.77%
$36.18 - $43.41 $7.24K - $8.68K
25.7K $930K
DD
Du Pont De Nemours, Inc.

Basic Materials
-35
- 0.31%
$75.95 - $88.05 $2.66K - $3.08K
11.4K $866K
CVX
Chevron Corp

Energy
-593
- 2.33%
$141.15 - $162.53 $83.7K - $96.4K
24.9K $3.61M
XOM
Exxon Mobil Corp

Energy
-76
- 0.56%
$105.51 - $125.37 $8.02K - $9.53K
13.5K $1.45M
IFF
International Flavors & Fragrances Inc

Basic Materials
-117
- 1.88%
$83.96 - $106.19 $9.82K - $12.4K
6.11K $516K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-599
- 7.35%
$174.22 - $187.62 $104K - $112K
7.56K $1.32M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.6K
- 6.6%
$50.14 - $52.56 $80.2K - $84K
22.6K $1.14M
AMH
American Homes 4 Rent

Real Estate
-1.35K
- 1.59%
$35.02 - $39.25 $47.4K - $53.1K
83.6K $3.13M
HSY
Hershey CO

Consumer Defensive
-200
- 5.2%
$168.67 - $193.65 $33.7K - $38.7K
3.65K $617K
KHC
Kraft Heinz CO

Consumer Defensive
-879
- 4.25%
$30.1 - $36.02 $26.5K - $31.7K
19.8K $608K
GIS
General Mills Inc

Consumer Defensive
-147
- 1.38%
$62.78 - $74.62 $9.23K - $11K
10.5K $668K
IJUL
Innovator Etfs Tr

ETFs
-55
- 0.12%
$27.59 - $29.25 $1.52K - $1.61K
44.7K $1.24M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-2.4K
- 14.63%
$34.78 - $35.99 $83.5K - $86.4K
14K $497K
BHP
Bhp Group LTD

Basic Materials
-116
- 2.2%
$48.78 - $62.43 $5.66K - $7.24K
5.15K $251K
TGT
Target Corp

Consumer Defensive
-75
- 2.39%
$121.59 - $160.69 $9.12K - $12.1K
3.07K $414K
F
Ford Motor CO

Consumer Cyclical
-4.56K
- 10.81%
$9.69 - $11.4 $44.2K - $52K
37.6K $372K
MMM
3 M CO

Industrials
-5
- 0.05%
$124.74 - $137.12 $624 - $686
9.27K $1.2M
NOC
Northrop Grumman Corp

Industrials
-5
- 0.43%
$466.52 - $543.88 $2.33K - $2.72K
1.15K $538K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.35K
- 19.38%
$47.26 - $48.18 $63.7K - $64.9K
5.61K $265K
CAG
Conagra Brands Inc.

Consumer Defensive
-357
- 3.05%
$26.48 - $32.72 $9.45K - $11.7K
11.3K $314K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-3.5K
- 4.29%
$35.71 - $37.1 $125K - $130K
78.1K $2.87M
BWA
Borgwarner Inc

Consumer Cyclical
-700
- 7.49%
$31.48 - $35.49 $22K - $24.8K
8.65K $274K
CTVA
Corteva, Inc.

Basic Materials
-162
- 0.54%
$55.21 - $64.13 $8.94K - $10.4K
29.8K $1.69M
DUK
Duke Energy Corp

Utilities
-58
- 0.78%
$105.76 - $120.76 $6.13K - $7K
7.41K $798K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-10
- 0.04%
$32.75 - $35.81 $328 - $358
23.4K $773K
AGNC
Agnc Investment Corp.

Real Estate
-918
- 2.31%
$9.21 - $10.59 $8.45K - $9.72K
38.9K $357K
Activity Summary
Buys All Purchases 134 New Holdings 24 Increased Positions 110 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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