Diligent Investors, LLC Top Holdings and 13F Report (2025) About Diligent Investors, LLCInvestment ActivityDiligent Investors, LLC has $436.05 million in total holdings as of December 31, 2024.Diligent Investors, LLC owns shares of 363 different stocks, but just 144 companies or ETFs make up 80% of its holdings.Approximately 4.62% of the portfolio was purchased this quarter.About 2.64% of the portfolio was sold this quarter.This quarter, Diligent Investors, LLC has purchased 352 new stocks and bought additional shares in 110 stocks.Diligent Investors, LLC sold shares of 149 stocks and completely divested from 13 stocks this quarter.Largest Holdings Microsoft $22,497,463Apple $20,829,223SPDR Portfolio S&P 500 Growth ETF $16,298,410SPDR Portfolio S&P 500 Value ETF $15,076,480SPDR S&P 400 Mid CapGrowth ETF $6,890,257 Largest New Holdings this Quarter FIRST TR EXCHNG TRADED FD VI $902,426 HoldingFIRST TR EXCHNG TRADED FD VI $841,995 HoldingMicroStrategy $735,345 HoldingSAP $656,888 HoldingFIRST TR EXCHNG TRADED FD VI $552,842 Holding Largest Purchases this Quarter Schwab US Small-Cap ETF 78,272 shares (about $2.02M)Innovator U.S. Equity Power Buffer ETF - December 29,732 shares (about $1.14M)FIRST TR EXCHNG TRADED FD VI 26,373 shares (about $902.43K)FIRST TR EXCHNG TRADED FD VI 24,750 shares (about $842.00K)MicroStrategy 2,539 shares (about $735.35K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 20,659 shares (about $1.82M)iShares Core U.S. Aggregate Bond ETF 9,368 shares (about $907.77K)Amgen 2,643 shares (about $688.78K)Jabil 4,500 shares (about $647.55K)Microsoft 1,246 shares (about $525.19K) 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$22,497,463$525,187 ▼-2.3%53,3755.2%Computer and TechnologyAAPLApple$20,829,223$237,899 ▼-1.1%83,1774.8%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$16,298,410$1,815,925 ▼-10.0%185,4203.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$15,076,480$115,474 ▲0.8%294,8083.5%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$6,890,257$6,256 ▲0.1%79,2991.6%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$6,863,427$58,145 ▲0.9%85,5791.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,859,301$69,386 ▲1.0%200,9761.6%ETFBRK.BBerkshire Hathaway$5,999,184$100,629 ▼-1.6%13,2351.4%FinanceVVisa$5,480,354$92,282 ▼-1.7%17,3411.3%Business ServicesNVDANVIDIA$5,086,043$423,949 ▲9.1%37,8741.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$5,056,672$907,767 ▼-15.2%52,1841.2%FinancePAUGInnovator U.S. Equity Power Buffer ETF - August$4,579,152$55,825 ▼-1.2%118,9391.1%ETFWMTWalmart$4,473,475$35,417 ▼-0.8%49,5131.0%Retail/WholesaleSPGIS&P Global$4,122,194$273,916 ▼-6.2%8,2770.9%Business ServicesDISWalt Disney$4,071,505$33,294 ▼-0.8%36,5650.9%Consumer DiscretionaryBSEPInnovator U.S. Equity Buffer ETF - September$4,053,7820.0%94,4900.9%ETFSCHASchwab US Small-Cap ETF$4,040,926$2,024,109 ▲100.4%156,2620.9%ETFAMZNAmazon.com$3,995,488$68,230 ▲1.7%18,2120.9%Retail/WholesaleBXBlackstone$3,813,500$156,381 ▼-3.9%22,1180.9%FinanceMETAMeta Platforms$3,790,545$1,171 ▼0.0%6,4740.9%Computer and TechnologyCVXChevron$3,606,691$85,891 ▼-2.3%24,9010.8%Oils/EnergyQCOMQUALCOMM$3,498,493$29,034 ▼-0.8%22,7740.8%Computer and TechnologyPMARInnovator U.S. Equity Power Buffer ETF - March$3,130,922$33,398 ▼-1.1%77,9030.7%TransportationAMHAmerican Homes 4 Rent$3,128,715$50,667 ▼-1.6%83,6110.7%FinancePDECInnovator U.S. Equity Power Buffer ETF - December$3,098,804$1,142,304 ▲58.4%80,6560.7%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$2,946,250$1,954 ▼-0.1%75,3800.7%ETFBACBank of America$2,933,073$21,184 ▼-0.7%66,7370.7%FinanceBAUGInnovator U.S. Equity Buffer ETF - August$2,884,3460.0%66,1790.7%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$2,865,466$128,463 ▼-4.3%78,0700.7%ETFTSLATesla$2,825,693$34,731 ▲1.2%6,9970.6%Auto/Tires/TrucksPJANInnovator U.S. Equity Power Buffer ETF - January$2,731,378$214,841 ▲8.5%64,6480.6%ETFGOOGLAlphabet$2,662,410$379 ▼0.0%14,0640.6%Computer and TechnologyJPMJPMorgan Chase & Co.$2,654,223$719 ▲0.0%11,0730.6%FinancePGProcter & Gamble$2,622,839$3,018 ▲0.1%15,6450.6%Consumer StaplesSPGSimon Property Group$2,354,595$15,326 ▼-0.6%13,6730.5%FinanceAMATApplied Materials$2,219,858$16,913 ▼-0.8%13,6500.5%Computer and TechnologyZTSZoetis$2,208,708$17,597 ▼-0.8%13,5560.5%MedicalNJANInnovator Growth-100 Power Buffer ETF - January$2,158,327$16,639 ▼-0.8%44,8810.5%ETFGSThe Goldman Sachs Group$2,132,557$5,727 ▼-0.3%3,7240.5%FinanceCPCanadian Pacific Kansas City$2,127,0990.0%29,3920.5%TransportationGRAYSCALE BITCOIN TRUST ETF$2,106,609$6,736 ▲0.3%28,4600.5%SHS REP COM UTFIRST TR EXCHNG TRADED FD VI$2,027,394$28,311 ▼-1.4%61,9430.5%FT VEST EQ ENHANINTCIntel$1,991,695$13,554 ▼-0.7%99,3360.5%Computer and TechnologyKJULInnovator U.S. Small Cap Power Buffer ETF - July$1,986,5090.0%67,4880.5%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$1,980,615$7,913 ▼-0.4%50,0580.5%ETFNJULInnovator Growth-100 Power Buffer ETF - July$1,962,503$63,596 ▼-3.1%31,2600.5%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$1,951,789$4,446 ▼-0.2%43,4600.4%ETFPOOLPool$1,944,663$54,208 ▼-2.7%5,7040.4%Consumer DiscretionaryIBMInternational Business Machines$1,941,488$28,797 ▼-1.5%8,8320.4%Computer and TechnologyHDHome Depot$1,938,790$108,143 ▲5.9%4,9840.4%Retail/WholesaleSLYVSPDR S&P 600 Small CapValue ETF$1,912,234$30,188 ▲1.6%21,9170.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,908,968$62,850 ▲3.4%49,7520.4%ETFKOCoca-Cola$1,864,421$5,915 ▼-0.3%29,9460.4%Consumer StaplesPJULInnovator U.S. Equity Power Buffer ETF - July$1,856,314$44,464 ▼-2.3%45,0890.4%ETFAXPAmerican Express$1,839,240$14,840 ▼-0.8%6,1970.4%FinanceINNOVATOR ETFS TRUST$1,829,643$14,591 ▼-0.8%62,5720.4%NASDAQ 100 MANAMUCBlackRock MuniHoldings California Quality Fund$1,808,870$41,468 ▼-2.2%170,1670.4%FinanceMSMorgan Stanley$1,780,185$1,131 ▲0.1%14,1600.4%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$1,772,668$30,538 ▲1.8%19,6200.4%ETFMRKMerck & Co., Inc.$1,742,906$25,069 ▲1.5%17,5200.4%MedicalCATCaterpillar$1,741,236$35,913 ▼-2.0%4,8000.4%Industrial ProductsCTVACorteva$1,694,809$9,228 ▼-0.5%29,7540.4%Consumer StaplesBABoeing$1,689,826$27,612 ▲1.7%9,5470.4%AerospaceVZVerizon Communications$1,674,495$720 ▼0.0%41,8730.4%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$1,654,828$21,643 ▼-1.3%76,9190.4%FT VEST US SMALLCSCOCisco Systems$1,638,154$16,931 ▼-1.0%27,6720.4%Computer and TechnologyJNJJohnson & Johnson$1,607,287$132,760 ▲9.0%11,1140.4%MedicalINNOVATOR ETFS TRUST$1,594,415$70,814 ▼-4.3%57,4150.4%EQUITY DEF PROTNSTXSeagate Technology$1,575,1580.0%18,2500.4%Computer and TechnologyTBJLInnovator 20+ Year Treasury Bond 9 Buffer ETF - July$1,565,600$47,164 ▼-2.9%80,0000.4%ETFFSKFS KKR Capital$1,564,962$29,148 ▲1.9%72,0520.4%FinanceABBVAbbVie$1,531,954$3,732 ▲0.2%8,6210.4%MedicalPSAPublic Storage$1,531,628$898 ▲0.1%5,1150.4%FinanceBUFBInnovator Laddered Allocation Buffer ETF$1,529,051$96,385 ▲6.7%47,3380.4%ETFINNOVATOR ETFS TRUST$1,518,622$67,615 ▼-4.3%56,1500.3%EQUITY DEFINED PPFEPfizer$1,493,182$133 ▲0.0%56,2830.3%MedicalXLVHealth Care Select Sector SPDR Fund$1,470,238$45,399 ▲3.2%10,6870.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,465,037$669,510 ▲84.2%60,3140.3%ETFXOMExxon Mobil$1,447,789$8,175 ▼-0.6%13,4590.3%Oils/EnergyCRMSalesforce$1,398,2650.0%4,1820.3%Computer and TechnologyLHXL3Harris Technologies$1,387,8480.0%6,6000.3%AerospaceFIRST TR EXCHNG TRADED FD VI$1,379,349$17,735 ▼-1.3%38,8870.3%FT VEST U.SMCDMcDonald's$1,375,676$10,435 ▲0.8%4,7460.3%Retail/WholesaleMDLZMondelez International$1,375,034$4,539 ▼-0.3%23,0210.3%Consumer StaplesCAHCardinal Health$1,370,857$2,720 ▼-0.2%11,5910.3%MedicalWBAWalgreens Boots Alliance$1,367,028$636,901 ▲87.2%146,5200.3%Retail/WholesaleISRGIntuitive Surgical$1,361,2720.0%2,6080.3%MedicalEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$1,327,580$888 ▼-0.1%53,8240.3%ETFRSPInvesco S&P 500 Equal Weight ETF$1,323,784$104,957 ▼-7.3%7,5550.3%ETFMETMetLife$1,321,953$8,188 ▼-0.6%16,1450.3%FinanceEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$1,310,610$19,430 ▼-1.5%44,5180.3%ETFEMEEMCOR Group$1,305,953$22,696 ▼-1.7%2,8770.3%ConstructionNOCTInnovator Growth-100 Power Buffer ETF - October$1,296,673$5,134 ▲0.4%25,2560.3%ETFVRPInvesco Variable Rate Preferred ETF$1,268,112$3,024 ▲0.2%52,4230.3%ETFTAT&T$1,254,346$75,573 ▼-5.7%55,0880.3%Computer and TechnologyIJULInnovator MSCI EAFE Power Buffer ETF - July$1,238,704$1,523 ▼-0.1%44,7250.3%ETFNFLXNetflix$1,236,261$186,286 ▲17.7%1,3870.3%Consumer DiscretionaryNAPRInnovator Growth-100 Power Buffer ETF - April$1,225,505$2,167 ▼-0.2%24,3190.3%ETFGPNGlobal Payments$1,225,139$5,491 ▼-0.4%10,9330.3%Business ServicesEIXEdison International$1,218,094$8,064 ▲0.7%15,2570.3%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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