Diligent Investors, LLC Top Holdings and 13F Report (2025) About Diligent Investors, LLCInvestment ActivityDiligent Investors, LLC has $410.99 million in total holdings as of March 31, 2025.Diligent Investors, LLC owns shares of 362 different stocks, but just 147 companies or ETFs make up 80% of its holdings.Approximately 1.91% of the portfolio was purchased this quarter.About 5.65% of the portfolio was sold this quarter.This quarter, Diligent Investors, LLC has purchased 363 new stocks and bought additional shares in 97 stocks.Diligent Investors, LLC sold shares of 155 stocks and completely divested from 11 stocks this quarter.Largest Holdings Microsoft $20,048,867Apple $18,123,545SPDR Portfolio S&P 500 Value ETF $14,603,380SPDR Portfolio S&P 500 Growth ETF $14,382,267SPDR Portfolio Developed World ex-US ETF $7,076,300 Largest New Holdings this Quarter 315948109 - FIDELITY WISE ORIGIN BITCOIN $634,703 Holding33740U737 - FT Cboe Vest U.S. Equity Moderate Buffer ETF - February $620,494 Holding433000106 - Hims & Hers Health $322,302 Holding01609W102 - Alibaba Group $287,997 Holding036752103 - Elevance Health $235,748 Holding Largest Purchases this Quarter Innovator U.S. Equity Power Buffer ETF - February 23,913 shares (about $856.56K)FIDELITY WISE ORIGIN BITCOIN 8,819 shares (about $634.70K)FT Cboe Vest U.S. Equity Moderate Buffer ETF - February 16,875 shares (about $620.49K)Innovator U.S. Equity Power Buffer ETF - March 11,135 shares (about $444.67K)Innovator Growth-100 Power Buffer ETF - January 7,278 shares (about $337.50K) Largest Sales this Quarter Innovator U.S. Equity Buffer ETF - September 36,566 shares (about $1.53M)Innovator 20+ Year Treasury Bond 9 Buffer ETF - July 70,000 shares (about $1.42M)Walgreens Boots Alliance 111,163 shares (about $1.24M)Walmart 10,015 shares (about $879.22K)Innovator U.S. Equity Power Buffer ETF - September 22,555 shares (about $866.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDiligent Investors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$20,048,867$12,388 ▲0.1%53,4084.9%Computer and TechnologyAAPLApple$18,123,545$352,519 ▼-1.9%81,5904.4%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$14,603,380$452,481 ▼-3.0%285,9483.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$14,382,267$519,913 ▼-3.5%178,9513.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,076,300$241,253 ▼-3.3%194,3501.7%ETFBRK.BBerkshire Hathaway$6,700,416$348,309 ▼-4.9%12,5811.6%FinanceVVisa$5,965,714$111,443 ▼-1.8%17,0231.5%Business ServicesMDYVSPDR S&P 400 Mid Cap Value ETF$5,880,490$713,410 ▼-10.8%76,3201.4%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$5,632,609$668,498 ▼-10.6%70,8861.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,852,235$309,818 ▼-6.0%49,0521.2%FinancePAUGInnovator U.S. Equity Power Buffer ETF - August$4,493,5150.0%118,9391.1%ETFSPGIS&P Global$4,192,841$12,702 ▼-0.3%8,2521.0%Business ServicesNVDANVIDIA$4,119,039$14,306 ▲0.3%38,0061.0%Computer and TechnologyCVXChevron$4,105,420$60,224 ▼-1.4%24,5411.0%EnergyMETAMeta Platforms$3,759,527$28,241 ▲0.8%6,5230.9%Computer and TechnologyDISWalt Disney$3,619,368$10,364 ▲0.3%36,6700.9%Consumer DiscretionaryPMARInnovator U.S. Equity Power Buffer ETF - March$3,555,715$444,674 ▲14.3%89,0380.9%TransportationAMZNAmazon.com$3,503,410$38,432 ▲1.1%18,4140.9%Retail/WholesaleWMTWalmart$3,467,559$879,224 ▼-20.2%39,4980.8%Retail/WholesaleQCOMQUALCOMM$3,318,759$179,571 ▼-5.1%21,6050.8%Computer and TechnologySCHASchwab US Small-Cap ETF$3,305,789$355,433 ▼-9.7%141,0920.8%ETFBXBlackstone$3,139,935$48,225 ▲1.6%22,4630.8%FinanceAMHAmerican Homes 4 Rent$3,068,070$93,278 ▼-3.0%81,1440.7%FinancePJANInnovator U.S. Equity Power Buffer ETF - January$2,881,253$200,300 ▲7.5%69,4780.7%ETFBACBank of America$2,820,502$35,554 ▲1.3%67,5890.7%FinancePAPRInnovator U.S. Equity Power Buffer ETF - April$2,717,007$66,969 ▼-2.4%76,1920.7%ETFJPMJPMorgan Chase & Co.$2,714,554$1,717 ▼-0.1%11,0660.7%FinancePGProcter & Gamble$2,647,948$18,235 ▼-0.7%15,5380.6%Consumer StaplesBSEPInnovator U.S. Equity Buffer ETF - September$2,419,792$1,527,555 ▼-38.7%57,9240.6%ETFNJANInnovator Growth-100 Power Buffer ETF - January$2,418,717$337,495 ▲16.2%52,1590.6%ETFBAUGInnovator U.S. Equity Buffer ETF - August$2,414,004$395,294 ▼-14.1%56,8670.6%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$2,404,971$627,694 ▼-20.7%63,9620.6%ETFIBMInternational Business Machines$2,271,654$75,589 ▲3.4%9,1360.6%Computer and TechnologyZTSZoetis$2,217,025$14,983 ▼-0.7%13,4650.5%MedicalINTCIntel$2,200,761$55,163 ▼-2.4%96,9070.5%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$2,147,515$152,950 ▲7.7%66,6930.5%FT VEST EQ ENHANGSThe Goldman Sachs Group$2,111,288$77,022 ▲3.8%3,8650.5%FinanceGOOGLAlphabet$2,109,923$64,949 ▼-3.0%13,6440.5%Computer and TechnologyTSLATesla$2,098,175$284,819 ▲15.7%8,0960.5%Auto/Tires/TrucksCPCanadian Pacific Kansas City$2,049,570$14,042 ▼-0.7%29,1920.5%TransportationSPGSimon Property Group$2,039,092$231,677 ▼-10.2%12,2780.5%FinancePSEPInnovator U.S. Equity Power Buffer ETF - September$2,029,008$866,337 ▼-29.9%52,8250.5%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$2,003,028$58,275 ▲3.0%51,5580.5%ETFAMATApplied Materials$1,981,739$871 ▲0.0%13,6560.5%Computer and TechnologyPFEBInnovator U.S. Equity Power Buffer ETF - February$1,951,115$856,563 ▲78.3%54,4700.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,933,523$25,197 ▼-1.3%49,1120.5%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$1,891,020$25,131 ▼-1.3%42,8900.5%ETFGRAYSCALE BITCOIN TRUST ETF$1,854,869$130 ▲0.0%28,4620.5%SHS REP COM UTJNJJohnson & Johnson$1,848,833$5,639 ▲0.3%11,1480.4%MedicalHDHome Depot$1,828,800$2,199 ▲0.1%4,9900.4%Retail/WholesalePOOLPool$1,816,168$318 ▲0.0%5,7050.4%Consumer DiscretionaryMUCBlackRock MuniHoldings California Quality Fund$1,807,770$14,716 ▼-0.8%168,7930.4%FinanceCTVACorteva$1,767,064$105,344 ▼-5.6%28,0800.4%Consumer StaplesVZVerizon Communications$1,763,570$135,809 ▼-7.2%38,8790.4%Computer and TechnologyABBVAbbVie$1,761,029$45,257 ▼-2.5%8,4050.4%MedicalINNOVATOR ETFS TRUST$1,744,079$54,020 ▲3.2%64,5720.4%NASDAQ 100 MANAFIRST TR EXCHNG TRADED FD VI$1,691,738$123,360 ▲7.9%82,9690.4%FT VEST US SMALLNJULInnovator Growth-100 Power Buffer ETF - July$1,657,397$219,037 ▼-11.7%27,6110.4%ETFAXPAmerican Express$1,646,444$20,988 ▼-1.3%6,1190.4%FinanceKOCoca-Cola$1,644,765$499,983 ▼-23.3%22,9650.4%Consumer StaplesCSCOCisco Systems$1,632,775$74,854 ▼-4.4%26,4590.4%Computer and TechnologyBABoeing$1,628,2470.0%9,5470.4%AerospaceMSMorgan Stanley$1,622,390$29,634 ▼-1.8%13,9060.4%FinanceXLVHealth Care Select Sector SPDR Fund$1,620,448$60,011 ▲3.8%11,0980.4%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,620,443$97,843 ▼-5.7%20,6690.4%ETFMDLZMondelez International$1,619,667$57,673 ▲3.7%23,8710.4%Consumer StaplesINNOVATOR ETFS TRUST$1,611,0650.0%57,4150.4%EQUITY DEF PROTNCAHCardinal Health$1,596,8320.0%11,5910.4%MedicalKJULInnovator U.S. Small Cap Power Buffer ETF - July$1,563,613$323,730 ▼-17.2%55,9120.4%ETFMRKMerck & Co., Inc.$1,550,590$21,991 ▼-1.4%17,2750.4%MedicalSTXSeagate Technology$1,550,3380.0%18,2500.4%Computer and TechnologyTAT&T$1,530,667$27,234 ▼-1.7%54,1250.4%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$1,522,768$105,657 ▼-6.5%18,3470.4%ETFXOMExxon Mobil$1,517,938$82,777 ▼-5.2%12,7630.4%EnergyPJULInnovator U.S. Equity Power Buffer ETF - July$1,507,406$304,721 ▼-16.8%37,5070.4%ETFBUFBInnovator Laddered Allocation Buffer ETF$1,475,420$11,940 ▼-0.8%46,9580.4%ETFMCDMcDonald's$1,451,197$31,235 ▼-2.1%4,6460.4%Retail/WholesalePSAPublic Storage$1,443,357$87,385 ▼-5.7%4,8230.4%FinanceCATCaterpillar$1,426,413$156,658 ▼-9.9%4,3250.3%IndustrialsSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,405,562$93,847 ▼-6.3%56,5390.3%ETFLHXL3Harris Technologies$1,381,4460.0%6,6000.3%AerospaceFIRST TR EXCHNG TRADED FD VI$1,373,1000.0%38,8870.3%FT VEST U.SPFEPfizer$1,347,950$78,249 ▼-5.5%53,1950.3%MedicalRTXRTX$1,321,971$265 ▲0.0%9,9800.3%AerospaceINNOVATOR ETFS TRUST$1,319,097$184,044 ▼-12.2%49,2750.3%EQUITY DEFINED PNFLXNetflix$1,299,014$5,595 ▲0.4%1,3930.3%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$1,298,458$10,220 ▼-0.8%7,4960.3%ETFMETMetLife$1,296,2820.0%16,1450.3%FinanceISRGIntuitive Surgical$1,291,6640.0%2,6080.3%MedicalVRPInvesco Variable Rate Preferred ETF$1,273,130$2,400 ▲0.2%52,5220.3%ETFFSKFS KKR Capital$1,247,608$261,874 ▼-17.3%59,5520.3%FinanceIJANInnovator MSCI EAFE Power Buffer ETF - January$1,246,862$3,581 ▼-0.3%38,9960.3%ETFMMM3M$1,232,087$129,817 ▼-9.5%8,3900.3%Multi-Sector ConglomeratesIJULInnovator MSCI EAFE Power Buffer ETF - July$1,229,446$72,946 ▼-5.6%42,2200.3%ETFWFCWells Fargo & Company$1,227,588$8,184 ▲0.7%17,1000.3%FinanceGLDMSPDR Gold MiniShares Trust$1,219,9140.0%19,7110.3%FinanceEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$1,216,973$129,145 ▼-9.6%40,2470.3%ETFEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$1,180,779$179,019 ▼-13.2%46,7380.3%ETFGLWCorning$1,171,965$275 ▲0.0%25,6000.3%Computer and TechnologyWMBWilliams Companies$1,158,322$60,298 ▼-4.9%19,3830.3%EnergyShowing largest 100 holdings. 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