Diligent Investors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$395.6M
Holdings
332
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (332 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 175,294 | $18.3M | 4.63% | |
| 2 | AAPLAPPLE INC | 67,677 | $17.2M | 4.36% | |
| 3 | SPYVSPDR SERIES TRUST | 232,048 | $12.8M | 3.25% | |
| 4 | MSFTMICROSOFT CORP | 22,048 | $11.4M | 2.89% | |
| 5 | NVDANVIDIA CORPORATION | 38,554 | $7.2M | 1.82% | |
| 6 | SPDWSPDR INDEX SHS FDS | 167,931 | $7.2M | 1.82% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,993 | $6.0M | 1.52% | |
| 8 | MDYGSPDR SERIES TRUST | 63,811 | $5.8M | 1.48% | |
| 9 | VVISA INC | 16,989 | $5.8M | 1.47% | |
| 10 | MDYVSPDR SERIES TRUST | 68,413 | $5.7M | 1.44% | |
| 11 | PAUGINNOVATOR ETFS TRUST | 120,262 | $5.1M | 1.29% | |
| 12 | METAMETA PLATFORMS INC | 6,925 | $5.1M | 1.29% | |
| 13 | AMZNAMAZON COM INC | 19,312 | $4.2M | 1.07% | |
| 14 | CVXCHEVRON CORP NEW | 27,059 | $4.2M | 1.06% | |
| 15 | SPGIS&P GLOBAL INC | 8,252 | $4.0M | 1.02% | |
| 16 | PMARINNOVATOR ETFS TRUST | 89,536 | $3.9M | 0.99% | |
| 17 | DISDISNEY WALT CO | 34,163 | $3.9M | 0.99% | |
| 18 | TSLATESLA INC | 8,790 | $3.9M | 0.99% | |
| 19 | WMTWALMART INC | 36,440 | $3.8M | 0.95% | |
| 20 | SCHASCHWAB STRATEGIC TR | 133,241 | $3.7M | 0.94% | |
| 21 | QCOMQUALCOMM INC | 21,440 | $3.6M | 0.90% | |
| 22 | GOOGLALPHABET INC | 13,968 | $3.4M | 0.86% | |
| 23 | GSGOLDMAN SACHS GROUP INC | 3,566 | $2.8M | 0.72% | |
| 24 | BAUGINNOVATOR ETFS TRUST | 57,700 | $2.8M | 0.71% | |
| 25 | PAPRINNOVATOR ETFS TRUST | 71,396 | $2.7M | 0.69% | |
| 26 | BSEPINNOVATOR ETFS TRUST | 56,511 | $2.7M | 0.69% | |
| 27 | PJANINNOVATOR ETFS TRUST | 58,478 | $2.7M | 0.68% | |
| 28 | PDECINNOVATOR ETFS TRUST | 62,928 | $2.6M | 0.67% | |
| 29 | IBMINTERNATIONAL BUSINESS MACHS | 8,922 | $2.5M | 0.64% | |
| 30 | GBTCGRAYSCALE BITCOIN TRUST ETF | 27,947 | $2.5M | 0.63% | |
| 31 | SPEMSPDR INDEX SHS FDS | 53,513 | $2.5M | 0.63% | |
| 32 | QFLRINNOVATOR ETFS TRUST | 75,055 | $2.5M | 0.63% | |
| 33 | BXBLACKSTONE INC | 14,220 | $2.4M | 0.61% | |
| 34 | NJANINNOVATOR ETFS TRUST | 45,659 | $2.4M | 0.61% | |
| 35 | DDFLINNOVATOR ETFS TRUST | 116,511 | $2.4M | 0.59% | |
| 36 | XFEBFIRST TR EXCHNG TRADED FD VI | 66,648 | $2.3M | 0.59% | |
| 37 | POCTINNOVATOR ETFS TRUST | 53,948 | $2.3M | 0.59% | |
| 38 | PSEPINNOVATOR ETFS TRUST | 54,072 | $2.3M | 0.59% | |
| 39 | DWDMORGAN STANLEY | 14,220 | $2.3M | 0.57% | |
| 40 | DDTOINNOVATOR ETFS TRUST | 54,270 | $2.2M | 0.54% | |
| 41 | CPCANADIAN PACIFIC KANSAS CITY | 28,892 | $2.2M | 0.54% | |
| 42 | BABOEING CO | 9,918 | $2.1M | 0.54% | |
| 43 | AXPAMERICAN EXPRESS CO | 6,201 | $2.1M | 0.52% | |
| 44 | GLWCORNING INC | 25,058 | $2.1M | 0.52% | |
| 45 | JNJJOHNSON & JOHNSON | 11,048 | $2.0M | 0.52% | |
| 46 | HDHOME DEPOT INC | 5,047 | $2.0M | 0.52% | |
| 47 | BUFFINNOVATOR ETFS TRUST | 41,710 | $2.0M | 0.51% | |
| 48 | AGGISHARES TR | 20,316 | $2.0M | 0.51% | |
| 49 | NJULINNOVATOR ETFS TRUST | 28,430 | $2.0M | 0.51% | |
| 50 | SFEBFIRST TR EXCHNG TRADED FD VI | 86,555 | $2.0M | 0.50% | |
| 51 | SPGSIMON PPTY GROUP INC NEW | 10,216 | $1.9M | 0.48% | |
| 52 | JPMJPMORGAN CHASE & CO. | 6,076 | $1.9M | 0.48% | |
| 53 | BACBANK AMERICA CORP | 37,066 | $1.9M | 0.48% | |
| 54 | PLTRPALANTIR TECHNOLOGIES INC | 10,355 | $1.9M | 0.48% | |
| 55 | PGPROCTER AND GAMBLE CO | 12,004 | $1.8M | 0.47% | |
| 56 | EMEEMCOR GROUP INC | 2,735 | $1.8M | 0.45% | |
| 57 | KJULINNOVATOR ETFS TRUST | 57,159 | $1.8M | 0.45% | |
| 58 | CTVACORTEVA INC | 26,119 | $1.8M | 0.45% | |
| 59 | CSCOCISCO SYS INC | 25,237 | $1.7M | 0.44% | |
| 60 | XOMEXXON MOBIL CORP | 15,233 | $1.7M | 0.43% | |
| 61 | PJULINNOVATOR ETFS TRUST | 37,296 | $1.7M | 0.43% | |
| 62 | AMHAMERICAN HOMES 4 RENT | 48,838 | $1.6M | 0.41% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 36,412 | $1.6M | 0.40% | |
| 64 | MUCBLACKROCK MUNIHLDNGS CALI QL | 142,900 | $1.6M | 0.39% | |
| 65 | NFLXNETFLIX INC | 1,287 | $1.5M | 0.39% | |
| 66 | TAT&T INC | 54,589 | $1.5M | 0.39% | |
| 67 | TJULINNOVATOR ETFS TRUST | 52,415 | $1.5M | 0.39% | |
| 68 | BUFBINNOVATOR ETFS TRUST | 42,442 | $1.5M | 0.38% | |
| 69 | KOCOCA COLA CO | 22,349 | $1.5M | 0.37% | |
| 70 | IJULINNOVATOR ETFS TRUST | 45,276 | $1.5M | 0.37% | |
| 71 | MDLZMONDELEZ INTL INC | 23,665 | $1.5M | 0.37% | |
| 72 | XJULFIRST TR EXCHNG TRADED FD VI | 38,537 | $1.5M | 0.37% | |
| 73 | GOOGALPHABET INC | 6,051 | $1.5M | 0.37% | |
| 74 | POOLPOOL CORP | 4,707 | $1.5M | 0.37% | |
| 75 | XAUGFIRST TR EXCHNG TRADED FD VI | 39,015 | $1.4M | 0.36% | |
| 76 | GLDMWORLD GOLD TR | 18,711 | $1.4M | 0.36% | |
| 77 | MCDMCDONALDS CORP | 4,701 | $1.4M | 0.36% | |
| 78 | WFCWELLS FARGO CO NEW | 16,566 | $1.4M | 0.35% | |
| 79 | ZJULINNOVATOR ETFS TRUST | 48,337 | $1.4M | 0.35% | |
| 80 | GQ9SPDR GOLD TR | 3,894 | $1.4M | 0.35% | |
| 81 | EJULINNOVATOR ETFS TRUST | 46,854 | $1.4M | 0.34% | |
| 82 | COFCAPITAL ONE FINL CORP | 6,378 | $1.4M | 0.34% | |
| 83 | ZTSZOETIS INC | 9,132 | $1.3M | 0.34% | |
| 84 | PFEPFIZER INC | 51,714 | $1.3M | 0.33% | |
| 85 | WMBWILLIAMS COS INC | 20,548 | $1.3M | 0.33% | |
| 86 | COSTCOSTCO WHSL CORP NEW | 1,404 | $1.3M | 0.33% | |
| 87 | MMM3M CO | 8,258 | $1.3M | 0.32% | |
| 88 | GJUNFIRST TR EXCHNG TRADED FD VI | 32,657 | $1.3M | 0.32% | |
| 89 | RTXRTX CORPORATION | 7,371 | $1.2M | 0.31% | |
| 90 | SYFSYNCHRONY FINANCIAL | 17,046 | $1.2M | 0.31% | |
| 91 | SCHRSCHWAB STRATEGIC TR | 48,089 | $1.2M | 0.31% | |
| 92 | XLVSELECT SECTOR SPDR TR | 8,645 | $1.2M | 0.30% | |
| 93 | IJANINNOVATOR ETFS TRUST | 33,484 | $1.2M | 0.30% | |
| 94 | BOCTINNOVATOR ETFS TRUST | 23,968 | $1.2M | 0.29% | |
| 95 | NOCTINNOVATOR ETFS TRUST | 20,398 | $1.2M | 0.29% | |
| 96 | ETNEATON CORP PLC | 3,092 | $1.2M | 0.29% | |
| 97 | SLYVSPDR SERIES TRUST | 13,053 | $1.2M | 0.29% | |
| 98 | AMATAPPLIED MATLS INC | 5,603 | $1.1M | 0.29% | |
| 99 | EJANINNOVATOR ETFS TRUST | 33,651 | $1.1M | 0.28% | |
| 100 | JUNMFIRST TR EXCHNG TRADED FD VI | 32,900 | $1.1M | 0.28% |
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