Diligent Investors, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $372 Million distributed in 337 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $24.4M, Apple Inc. with a value of $17.9M, Spdr Portfolio with a value of $16.9M, Spdr Portfolio S&P 500 Value E with a value of $14.6M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.02M.
Examining the 13F form we can see an increase of $2.42M in the current position value, from $369M to 372M.
Below you can find more details about Diligent Investors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$372 Million
ETFs: $131 Million
Technology: $71.9 Million
Financial Services: $42.4 Million
Consumer Defensive: $20.5 Million
Healthcare: $18.8 Million
Industrials: $17.8 Million
Consumer Cyclical: $14.5 Million
Communication Services: $13.7 Million
Other: $36 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions