Diligent Investors, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$422.1M
Holdings
335
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (335 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 179,826 | $17.1M | 4.06% | |
| 2 | AAPLAPPLE INC | 81,504 | $16.7M | 3.96% | |
| 3 | SPYVSPDR SERIES TRUST | 286,385 | $15.0M | 3.55% | |
| 4 | MSFTMICROSOFT CORP | 21,971 | $10.9M | 2.59% | |
| 5 | SCHOSCHWAB STRATEGIC TR | 410,300 | $10.0M | 2.37% | |
| 6 | SPDWSPDR INDEX SHS FDS | 201,072 | $8.1M | 1.93% | |
| 7 | NVDANVIDIA CORPORATION | 38,678 | $6.1M | 1.45% | |
| 8 | VVISA INC | 17,126 | $6.1M | 1.44% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,408 | $6.0M | 1.43% | |
| 10 | VGSHVANGUARD SCOTTSDALE FDS | 100,000 | $5.9M | 1.39% | |
| 11 | SPTSSPDR SERIES TRUST | 200,000 | $5.9M | 1.39% | |
| 12 | MDYGSPDR SERIES TRUST | 65,734 | $5.7M | 1.35% | |
| 13 | MDYVSPDR SERIES TRUST | 70,629 | $5.6M | 1.33% | |
| 14 | METAMETA PLATFORMS INC | 6,804 | $5.0M | 1.19% | |
| 15 | PAUGINNOVATOR ETFS TRUST | 118,243 | $4.8M | 1.13% | |
| 16 | SPGIS&P GLOBAL INC | 8,252 | $4.4M | 1.03% | |
| 17 | DISDISNEY WALT CO | 35,020 | $4.3M | 1.03% | |
| 18 | AMZNAMAZON COM INC | 18,954 | $4.2M | 0.98% | |
| 19 | CVXCHEVRON CORP NEW | 26,843 | $3.8M | 0.91% | |
| 20 | PMARINNOVATOR ETFS TRUST | 89,536 | $3.8M | 0.90% | |
| 21 | WMTWALMART INC | 36,149 | $3.5M | 0.84% | |
| 22 | QCOMQUALCOMM INC | 21,536 | $3.4M | 0.81% | |
| 23 | SCHASCHWAB STRATEGIC TR | 134,442 | $3.4M | 0.81% | |
| 24 | JPMJPMORGAN CHASE & CO. | 10,907 | $3.2M | 0.75% | |
| 25 | PJANINNOVATOR ETFS TRUST | 69,478 | $3.1M | 0.72% | |
| 26 | BACBANK AMERICA CORP | 62,037 | $2.9M | 0.70% | |
| 27 | TSLATESLA INC | 8,646 | $2.7M | 0.65% | |
| 28 | PAPRINNOVATOR ETFS TRUST | 73,424 | $2.7M | 0.65% | |
| 29 | AMHAMERICAN HOMES 4 RENT | 75,619 | $2.7M | 0.65% | |
| 30 | IBMINTERNATIONAL BUSINESS MACHS | 9,076 | $2.7M | 0.63% | |
| 31 | NJANINNOVATOR ETFS TRUST | 52,159 | $2.6M | 0.63% | |
| 32 | GSGOLDMAN SACHS GROUP INC | 3,715 | $2.6M | 0.62% | |
| 33 | BAUGINNOVATOR ETFS TRUST | 56,350 | $2.6M | 0.61% | |
| 34 | PGPROCTER AND GAMBLE CO | 15,887 | $2.5M | 0.60% | |
| 35 | BSEPINNOVATOR ETFS TRUST | 55,893 | $2.5M | 0.60% | |
| 36 | PDECINNOVATOR ETFS TRUST | 62,978 | $2.5M | 0.60% | |
| 37 | AMATAPPLIED MATLS INC | 13,652 | $2.5M | 0.59% | |
| 38 | GOOGLALPHABET INC | 14,010 | $2.5M | 0.58% | |
| 39 | GBTCGRAYSCALE BITCOIN TRUST ETF | 27,968 | $2.4M | 0.56% | |
| 40 | SPEMSPDR INDEX SHS FDS | 53,636 | $2.3M | 0.54% | |
| 41 | CPCANADIAN PACIFIC KANSAS CITY | 28,892 | $2.3M | 0.54% | |
| 42 | XFEBFIRST TR EXCHNG TRADED FD VI | 66,648 | $2.3M | 0.54% | |
| 43 | QFLRINNOVATOR ETFS TRUST | 75,665 | $2.3M | 0.53% | |
| 44 | AGGISHARES TR | 22,213 | $2.2M | 0.52% | |
| 45 | BXBLACKSTONE INC | 14,593 | $2.2M | 0.52% | |
| 46 | PSEPINNOVATOR ETFS TRUST | 51,572 | $2.1M | 0.50% | |
| 47 | POCTINNOVATOR ETFS TRUST | 50,956 | $2.1M | 0.50% | |
| 48 | ZTSZOETIS INC | 13,361 | $2.1M | 0.49% | |
| 49 | BABOEING CO | 9,917 | $2.1M | 0.49% | |
| 50 | DDTOINNOVATOR ETFS TRUST | 54,470 | $2.1M | 0.49% | |
| 51 | CTVACORTEVA INC | 27,482 | $2.0M | 0.49% | |
| 52 | BUFFINNOVATOR ETFS TRUST | 42,895 | $2.0M | 0.48% | |
| 53 | DWDMORGAN STANLEY | 14,213 | $2.0M | 0.47% | |
| 54 | AXPAMERICAN EXPRESS CO | 6,170 | $2.0M | 0.47% | |
| 55 | NFLXNETFLIX INC | 1,452 | $1.9M | 0.46% | |
| 56 | MUCBLACKROCK MUNIHLDNGS CALI QL | 180,928 | $1.9M | 0.44% | |
| 57 | NJULINNOVATOR ETFS TRUST | 27,410 | $1.9M | 0.44% | |
| 58 | SFEBFIRST TR EXCHNG TRADED FD VI | 86,578 | $1.8M | 0.44% | |
| 59 | HDHOME DEPOT INC | 5,006 | $1.8M | 0.43% | |
| 60 | CATCATERPILLAR INC | 4,534 | $1.8M | 0.42% | |
| 61 | CSCOCISCO SYS INC | 25,222 | $1.7M | 0.41% | |
| 62 | JNJJOHNSON & JOHNSON | 11,244 | $1.7M | 0.41% | |
| 63 | LHXL3HARRIS TECHNOLOGIES INC | 6,600 | $1.7M | 0.39% | |
| 64 | TJULINNOVATOR ETFS TRUST | 57,415 | $1.6M | 0.39% | |
| 65 | SPGSIMON PPTY GROUP INC NEW | 10,222 | $1.6M | 0.39% | |
| 66 | XOMEXXON MOBIL CORP | 15,221 | $1.6M | 0.39% | |
| 67 | PJULINNOVATOR ETFS TRUST | 37,086 | $1.6M | 0.39% | |
| 68 | BACVERIZON COMMUNICATIONS INC | 37,510 | $1.6M | 0.38% | |
| 69 | KJULINNOVATOR ETFS TRUST | 55,299 | $1.6M | 0.38% | |
| 70 | SLYGSPDR SERIES TRUST | 18,118 | $1.6M | 0.38% | |
| 71 | KOCOCA COLA CO | 22,346 | $1.6M | 0.37% | |
| 72 | SLYVSPDR SERIES TRUST | 19,638 | $1.6M | 0.37% | |
| 73 | MDLZMONDELEZ INTL INC | 23,180 | $1.6M | 0.37% | |
| 74 | ABBVABBVIE INC | 8,414 | $1.6M | 0.37% | |
| 75 | TAT&T INC | 53,692 | $1.6M | 0.37% | |
| 76 | BUFBINNOVATOR ETFS TRUST | 45,183 | $1.5M | 0.36% | |
| 77 | EMEEMCOR GROUP INC | 2,738 | $1.5M | 0.35% | |
| 78 | BILSPDR SERIES TRUST | 15,875 | $1.5M | 0.34% | |
| 79 | POOLPOOL CORP | 4,856 | $1.4M | 0.34% | |
| 80 | PSAPUBLIC STORAGE OPER CO | 4,775 | $1.4M | 0.33% | |
| 81 | XJULFIRST TR EXCHNG TRADED FD VI | 37,637 | $1.4M | 0.33% | |
| 82 | PLTRPALANTIR TECHNOLOGIES INC | 10,257 | $1.4M | 0.33% | |
| 83 | MCDMCDONALDS CORP | 4,666 | $1.4M | 0.32% | |
| 84 | WFCWELLS FARGO CO NEW | 17,014 | $1.4M | 0.32% | |
| 85 | ZJULINNOVATOR ETFS TRUST | 48,337 | $1.4M | 0.32% | |
| 86 | COFCAPITAL ONE FINL CORP | 6,376 | $1.4M | 0.32% | |
| 87 | GLWCORNING INC | 25,605 | $1.3M | 0.32% | |
| 88 | MRKMERCK & CO INC | 16,905 | $1.3M | 0.32% | |
| 89 | IJANINNOVATOR ETFS TRUST | 38,996 | $1.3M | 0.32% | |
| 90 | SCHRSCHWAB STRATEGIC TR | 53,218 | $1.3M | 0.32% | |
| 91 | IJULINNOVATOR ETFS TRUST | 41,582 | $1.3M | 0.31% | |
| 92 | JBLJABIL INC | 6,000 | $1.3M | 0.31% | |
| 93 | VRPINVESCO EXCH TRADED FD TR II | 52,622 | $1.3M | 0.30% | |
| 94 | PFEPFIZER INC | 52,900 | $1.3M | 0.30% | |
| 95 | EJANINNOVATOR ETFS TRUST | 39,451 | $1.3M | 0.30% | |
| 96 | EJULINNOVATOR ETFS TRUST | 45,504 | $1.3M | 0.30% | |
| 97 | COSTCOSTCO WHSL CORP NEW | 1,269 | $1.3M | 0.30% | |
| 98 | WMBWILLIAMS COS INC | 19,935 | $1.3M | 0.30% | |
| 99 | MMM3M CO | 8,214 | $1.3M | 0.30% | |
| 100 | GJUNFIRST TR EXCHNG TRADED FD VI | 32,657 | $1.2M | 0.29% |
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