Diligent Investors, LLC
CIK: 0001549042SEC EDGAR →
Portfolio Value
$385K
Holdings
339
As of
Q4 2025
New Positions
20
Closed Positions
23
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 169,010 | $18K | 4.69% |
| 2 | APPLE INC | 66,086 | $18K | 4.67% |
| 3 | SPDR SERIES TRUST | 223,100 | $13K | 3.30% |
| 4 | MICROSOFT CORP | 22,199 | $11K | 2.79% |
| 5 | SPDR INDEX SHS FDS | 165,200 | $7K | 1.91% |
| 6 | NVIDIA CORPORATION | 38,924 | $7K | 1.89% |
| 7 | VISA INC | 17,067 | $6K | 1.56% |
| 8 | SPDR SERIES TRUST | 60,609 | $6K | 1.46% |
| 9 | SPDR SERIES TRUST | 65,244 | $6K | 1.44% |
| 10 | INNOVATOR ETFS TRUST | 120,262 | $5K | 1.35% |
Quarterly Changes
New Positions (24)
$1K · 66K shares
$1K · 20K shares
$1K · 40K shares
$1K · 40K shares
$639 · 29K shares
$564 · 20K shares
$345 · 10K shares
$329 · 1K shares
$311 · 7K shares
$304 · 4K shares
$297 · 9K shares
$296 · 10K shares
$281 · 4K shares
$261 · 3K shares
$256 · 10K shares
$249 · 13K shares
$248 · 1K shares
$231 · 4K shares
$211 · 9K shares
$210 · 3K shares
$208 · 685 shares
$203 · 437 shares
$203 · 981 shares
$23 · 13K shares
Closed Positions (17)
$732 · 3K shares
$689 · 6K shares
$658 · 7K shares
$490 · 6K shares
$463 · 25K shares
$263 · 5K shares
$246 · 5K shares
$241 · 3K shares
$239 · 10K shares
$235 · 6K shares
$219 · 5K shares
$216 · 1K shares
$201 · 1K shares
$167 · 18K shares
$97 · 11K shares
$51 · 10K shares
$35 · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 142 | $181K | 47.2% |
| Technology | 34 | $66K | 17.3% |
| Unknown | 58 | $44K | 11.5% |
| Consumer Cyclical | 16 | $15K | 4.0% |
| Industrials | 20 | $15K | 3.9% |
| Communication Services | 7 | $13K | 3.4% |
| Healthcare | 17 | $13K | 3.4% |
| Consumer Defensive | 12 | $12K | 3.1% |
| Energy | 9 | $10K | 2.5% |
| Real Estate | 14 | $9K | 2.3% |
| Utilities | 6 | $3K | 0.9% |
| Basic Materials | 4 | $3K | 0.7% |