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
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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