Diligent Investors, LLC Purchases in Q3 2025

Diligent Investors, LLC

  • $339 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
613
+ 3.07%
$56.52 - $64.01 $34.6K - $39.2K
20.5K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.29%
$237.77 - $353.61 $951 - $1.41K
1.4K $482K
BIGC
Big Commerce Holdings, Inc.

Technology
10.4K
New
$4.16 - $5.26 $43.3K - $54.7K
10.4K $47K
COST
Costco Wholesale Corp

Consumer Defensive
135
+ 10.64%
$915.95 - $994.57 $124K - $134K
1.4K $1.3M
PHYS
Sprott Physical Gold Trust

Financial Services
125
+ 1.4%
$25.02 - $29.62 $3.13K - $3.7K
9.04K $267K
RL
Ralph Lauren Corp

Consumer Cyclical
1
+ 0.1%
$272.1 - $320.75 $272 - $321
1.01K $315K
VO
Vanguard Mid Cap ETF

ETFs
11
+ 0.45%
$279.83 - $293.74 $3.08K - $3.23K
2.46K $723K
SABR
Sabre Corp

Consumer Cyclical
19.2K
New
$1.71 - $3.42 $32.8K - $65.7K
19.2K $35K
MMM
3 M CO

Industrials
44
+ 0.54%
$144.41 - $160.2 $6.35K - $7.05K
8.26K $1.28M
AMGN
Amgen Inc

Healthcare
79
+ 4.18%
$271.18 - $309.22 $21.4K - $24.4K
1.97K $556K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1
+ 0.02%
$39.37 - $44.24 $39.4 - $44.2
5.82K $254K
RWL
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.1%
$102.17 - $110.66 $307 - $332
3.09K $341K
SNOW
Snowflake Inc.

Technology
40
+ 0.88%
$191.73 - $241.0 $7.67K - $9.64K
4.59K $1.04M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
5
+ 0.08%
$53.48 - $56.56 $267 - $283
6.47K $365K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
607
+ 1.99%
$8.55 - $9.1 $5.19K - $5.52K
31K $282K
UNP
Union Pacific Corp

Industrials
8
+ 0.39%
$214.91 - $237.16 $1.72K - $1.9K
2.04K $481K
RPV
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.27%
$90.97 - $99.42 $637 - $696
2.58K $256K
SPMD
Spdr Portfolio

ETFs
1
+ 0.02%
$54.43 - $58.29 $54.4 - $58.3
5.06K $289K
RPG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.03%
$45.41 - $48.26 $90.8 - $96.5
7.35K $350K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
213
+ 0.55%
$10.99 - $11.44 $2.34K - $2.44K
38.9K $438K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11
+ 0.24%
$75.26 - $80.19 $828 - $882
4.6K $366K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
79
+ 0.41%
$11.04 - $11.83 $872 - $935
19.1K $223K
TXN
Texas Instruments Inc

Technology
20
+ 0.6%
N/A
3.35K $652K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2
+ 0.04%
$47.76 - $48.46 $95.5 - $96.9
5.47K $263K
CRWD
Crowd Strike Holdings, Inc.

Technology
30
+ 4.17%
$412.46 - $514.1 $12.4K - $15.4K
750 $367K
XSEP
Frst Tr Ex Trd Viii Cboe Vest
350
+ 1.71%
N/A
20.8K $0
Aim ETF Products Trust
8.45K
New
N/A
8.45K $0
First Tr Exchng Traded Fd Vi
8.15K
New
N/A
8.15K $0
Innovator Etfs Trust
10.4K
New
N/A
10.4K $0
First Tr Exchng Traded Fd Vi
900
+ 2.39%
N/A
38.5K $0
First Tr Exchng Traded Fd Vi
18.8K
+ 109.62%
N/A
36K $0
NRZ
New Residential Investment Corp.

Real Estate
11
+ 0.11%
N/A
10K $72K
DLR
Digital Realty Trust, Inc.

Real Estate
21
+ 0.79%
$161.21 - $180.02 $3.39K - $3.78K
2.69K $465K
First Tr Exchng Traded Fd Vi
11.1K
+ 39.54%
N/A
39K $0
Ishares Bitcoin Trust ETF
3.93K
New
N/A
3.93K $0
Innovator Etfs Trust
14.2K
New
N/A
14.2K $0
KOCT
Innovator Laddered Fund Of U.S
1K
+ 7.52%
N/A
14.3K $0
BAUG
Innovator U.S. Equity Buffer E
1.35K
+ 2.4%
N/A
57.7K $0
PSEP
Innovator U.S. Equity Power Bu
2.5K
+ 4.85%
N/A
54.1K $0
Innovator Etfs Trust
117K
New
N/A
117K $0
Innovator Etfs Trust
11K
+ 89.35%
N/A
23.2K $0
Innovator Etfs Trust
7.7K
New
N/A
7.7K $0
Innovator Etfs Trust
8.5K
+ 57.26%
N/A
23.3K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
1K
+ 11.0%
N/A
10.1K $0
EOCT
Innovator Etfs Tr Emerging Mar
7.2K
New
N/A
7.2K $0
First Tr Exchng Traded Fd Vi
15.2K
New
N/A
15.2K $0
Grayscale Bitcoin Mini Tr Et
1.58K
+ 12.91%
N/A
13.9K $0
First Tr Exchng Traded Fd Vi
1.47K
+ 23.71%
N/A
7.65K $0
Ge Vernova Inc
85
+ 16.16%
N/A
611 $0
Activity Summary
Buys All Purchases 115 New Holdings 20 Increased Positions 95 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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