Diligent Investors, LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$411.0B
Holdings
362
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (362 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 53,408 | $20.0B | 4.88% | |
| 2 | AAPLAPPLE INC | 81,590 | $18.1B | 4.41% | |
| 3 | SPYVSPDR SER TR | 285,948 | $14.6B | 3.55% | |
| 4 | SPYGSPDR SER TR | 178,951 | $14.4B | 3.50% | |
| 5 | SPDWSPDR INDEX SHS FDS | 194,350 | $7.1B | 1.72% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,581 | $6.7B | 1.63% | |
| 7 | VVISA INC | 17,023 | $6.0B | 1.45% | |
| 8 | MDYVSPDR SER TR | 76,320 | $5.9B | 1.43% | |
| 9 | MDYGSPDR SER TR | 70,886 | $5.6B | 1.37% | |
| 10 | AGGISHARES TR | 49,052 | $4.9B | 1.18% | |
| 11 | PAUGINNOVATOR ETFS TRUST | 118,939 | $4.5B | 1.09% | |
| 12 | SPGIS&P GLOBAL INC | 8,252 | $4.2B | 1.02% | |
| 13 | NVDANVIDIA CORPORATION | 38,006 | $4.1B | 1.00% | |
| 14 | CVXCHEVRON CORP NEW | 24,541 | $4.1B | 1.00% | |
| 15 | METAMETA PLATFORMS INC | 6,523 | $3.8B | 0.91% | |
| 16 | DISDISNEY WALT CO | 36,670 | $3.6B | 0.88% | |
| 17 | PMARINNOVATOR ETFS TRUST | 89,038 | $3.6B | 0.87% | |
| 18 | AMZNAMAZON COM INC | 18,414 | $3.5B | 0.85% | |
| 19 | WMTWALMART INC | 39,498 | $3.5B | 0.84% | |
| 20 | QCOMQUALCOMM INC | 21,605 | $3.3B | 0.81% | |
| 21 | SCHASCHWAB STRATEGIC TR | 141,092 | $3.3B | 0.80% | |
| 22 | BXBLACKSTONE INC | 22,463 | $3.1B | 0.76% | |
| 23 | AMHAMERICAN HOMES 4 RENT | 81,144 | $3.1B | 0.75% | |
| 24 | PJANINNOVATOR ETFS TRUST | 69,478 | $2.9B | 0.70% | |
| 25 | BACBANK AMERICA CORP | 67,589 | $2.8B | 0.69% | |
| 26 | PAPRINNOVATOR ETFS TRUST | 76,192 | $2.7B | 0.66% | |
| 27 | JPMJPMORGAN CHASE & CO. | 11,066 | $2.7B | 0.66% | |
| 28 | PGPROCTER AND GAMBLE CO | 15,538 | $2.6B | 0.64% | |
| 29 | BSEPINNOVATOR ETFS TRUST | 57,924 | $2.4B | 0.59% | |
| 30 | NJANINNOVATOR ETFS TRUST | 52,159 | $2.4B | 0.59% | |
| 31 | BAUGINNOVATOR ETFS TRUST | 56,867 | $2.4B | 0.59% | |
| 32 | PDECINNOVATOR ETFS TRUST | 63,962 | $2.4B | 0.59% | |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 9,136 | $2.3B | 0.55% | |
| 34 | ZTSZOETIS INC | 13,465 | $2.2B | 0.54% | |
| 35 | INTCINTEL CORP | 96,907 | $2.2B | 0.54% | |
| 36 | XFEBFIRST TR EXCHNG TRADED FD VI | 66,693 | $2.1B | 0.52% | |
| 37 | GSGOLDMAN SACHS GROUP INC | 3,865 | $2.1B | 0.51% | |
| 38 | GOOGLALPHABET INC | 13,644 | $2.1B | 0.51% | |
| 39 | TSLATESLA INC | 8,096 | $2.1B | 0.51% | |
| 40 | CPCANADIAN PACIFIC KANSAS CITY | 29,192 | $2.0B | 0.50% | |
| 41 | SPGSIMON PPTY GROUP INC NEW | 12,278 | $2.0B | 0.50% | |
| 42 | PSEPINNOVATOR ETFS TRUST | 52,825 | $2.0B | 0.49% | |
| 43 | POCTINNOVATOR ETFS TRUST | 51,558 | $2.0B | 0.49% | |
| 44 | AMATAPPLIED MATLS INC | 13,656 | $2.0B | 0.48% | |
| 45 | DDTOINNOVATOR ETFS TRUST | 54,470 | $2.0B | 0.47% | |
| 46 | SPEMSPDR INDEX SHS FDS | 49,112 | $1.9B | 0.47% | |
| 47 | BUFFINNOVATOR ETFS TRUST | 42,890 | $1.9B | 0.46% | |
| 48 | GBTCGRAYSCALE BITCOIN TRUST ETF | 28,462 | $1.9B | 0.45% | |
| 49 | JNJJOHNSON & JOHNSON | 11,148 | $1.8B | 0.45% | |
| 50 | HDHOME DEPOT INC | 4,990 | $1.8B | 0.44% | |
| 51 | POOLPOOL CORP | 5,705 | $1.8B | 0.44% | |
| 52 | MUCBLACKROCK MUNIHLDNGS CALI QL | 168,793 | $1.8B | 0.44% | |
| 53 | CTVACORTEVA INC | 28,080 | $1.8B | 0.43% | |
| 54 | BACVERIZON COMMUNICATIONS INC | 38,879 | $1.8B | 0.43% | |
| 55 | ABBVABBVIE INC | 8,405 | $1.8B | 0.43% | |
| 56 | QFLRINNOVATOR ETFS TRUST | 64,572 | $1.7B | 0.42% | |
| 57 | SFEBFIRST TR EXCHNG TRADED FD VI | 82,969 | $1.7B | 0.41% | |
| 58 | NJULINNOVATOR ETFS TRUST | 27,611 | $1.7B | 0.40% | |
| 59 | AXPAMERICAN EXPRESS CO | 6,119 | $1.6B | 0.40% | |
| 60 | KOCOCA COLA CO | 22,965 | $1.6B | 0.40% | |
| 61 | CSCOCISCO SYS INC | 26,459 | $1.6B | 0.40% | |
| 62 | BABOEING CO | 9,547 | $1.6B | 0.40% | |
| 63 | DWDMORGAN STANLEY | 13,906 | $1.6B | 0.39% | |
| 64 | XLVSELECT SECTOR SPDR TR | 11,098 | $1.6B | 0.39% | |
| 65 | SLYVSPDR SER TR | 20,669 | $1.6B | 0.39% | |
| 66 | MDLZMONDELEZ INTL INC | 23,871 | $1.6B | 0.39% | |
| 67 | TJULINNOVATOR ETFS TRUST | 57,415 | $1.6B | 0.39% | |
| 68 | CAHCARDINAL HEALTH INC | 11,591 | $1.6B | 0.39% | |
| 69 | KJULINNOVATOR ETFS TRUST | 55,912 | $1.6B | 0.38% | |
| 70 | MRKMERCK & CO INC | 17,275 | $1.6B | 0.38% | |
| 71 | STXSEAGATE TECHNOLOGY HLDNGS PL | 18,250 | $1.6B | 0.38% | |
| 72 | TAT&T INC | 54,125 | $1.5B | 0.37% | |
| 73 | SLYGSPDR SER TR | 18,347 | $1.5B | 0.37% | |
| 74 | XOMEXXON MOBIL CORP | 12,763 | $1.5B | 0.37% | |
| 75 | PJULINNOVATOR ETFS TRUST | 37,507 | $1.5B | 0.37% | |
| 76 | BUFBINNOVATOR ETFS TRUST | 46,958 | $1.5B | 0.36% | |
| 77 | MCDMCDONALDS CORP | 4,646 | $1.5B | 0.35% | |
| 78 | PSAPUBLIC STORAGE OPER CO | 4,823 | $1.4B | 0.35% | |
| 79 | CATCATERPILLAR INC | 4,325 | $1.4B | 0.35% | |
| 80 | SCHRSCHWAB STRATEGIC TR | 56,539 | $1.4B | 0.34% | |
| 81 | LHXL3HARRIS TECHNOLOGIES INC | 6,600 | $1.4B | 0.34% | |
| 82 | XJULFIRST TR EXCHNG TRADED FD VI | 38,887 | $1.4B | 0.33% | |
| 83 | PFEPFIZER INC | 53,195 | $1.3B | 0.33% | |
| 84 | RTXRTX CORPORATION | 9,980 | $1.3B | 0.32% | |
| 85 | ZJULINNOVATOR ETFS TRUST | 49,275 | $1.3B | 0.32% | |
| 86 | NFLXNETFLIX INC | 1,393 | $1.3B | 0.32% | |
| 87 | RSPINVESCO EXCHANGE TRADED FD T | 7,496 | $1.3B | 0.32% | |
| 88 | METMETLIFE INC | 16,145 | $1.3B | 0.32% | |
| 89 | ISRGINTUITIVE SURGICAL INC | 2,608 | $1.3B | 0.31% | |
| 90 | VRPINVESCO EXCH TRADED FD TR II | 52,522 | $1.3B | 0.31% | |
| 91 | FSKFS KKR CAP CORP | 59,552 | $1.2B | 0.30% | |
| 92 | IJANINNOVATOR ETFS TRUST | 38,996 | $1.2B | 0.30% | |
| 93 | MMM3M CO | 8,390 | $1.2B | 0.30% | |
| 94 | IJULINNOVATOR ETFS TRUST | 42,220 | $1.2B | 0.30% | |
| 95 | WFCWELLS FARGO CO NEW | 17,100 | $1.2B | 0.30% | |
| 96 | GLDMWORLD GOLD TR | 19,711 | $1.2B | 0.30% | |
| 97 | EJANINNOVATOR ETFS TRUST | 40,247 | $1.2B | 0.30% | |
| 98 | EJULINNOVATOR ETFS TRUST | 46,738 | $1.2B | 0.29% | |
| 99 | GLWCORNING INC | 25,600 | $1.2B | 0.29% | |
| 100 | WMBWILLIAMS COS INC | 19,383 | $1.2B | 0.28% |
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