Diligent Investors, LLC Incresed Positions in Q3 2025

Diligent Investors, LLC

  • $339 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
144
+ 1.67%
$293.94 - $444.72 $42.3K - $64K
8.79K $3.91M
MSFT
Microsoft Corp

Technology
77
+ 0.35%
$491.09 - $535.64 $37.8K - $41.2K
22K $11.4M
PLTR
Palantir Technologies Inc.

Technology
98
+ 0.96%
$130.68 - $186.97 $12.8K - $18.3K
10.4K $1.89M
GOOG
Alphabet Inc.

Communication Services
90
+ 1.51%
$175.16 - $255.24 $15.8K - $23K
6.05K $1.47M
CVX
Chevron Corp

Energy
216
+ 0.8%
$145.57 - $161.83 $31.4K - $35K
27.1K $4.2M
PAUG
Innovator U.S. Equity Power Bu

ETFs
2.02K
+ 1.71%
$40.45 - $42.49 $81.7K - $85.8K
120K $5.11M
ORCL
Oracle Corp

Technology
707
+ 54.38%
$218.96 - $328.33 $155K - $232K
2.01K $564K
MS
Morgan Stanley

Financial Services
7
+ 0.05%
$139.09 - $161.16 $974 - $1.13K
14.2K $2.26M
GLD
Spdr Gold Trust

ETFs
150
+ 4.01%
$300.96 - $355.47 $45.1K - $53.3K
3.89K $1.38M
NOCT
Innovator Growth 100 Power Buf

ETFs
3.25K
+ 18.95%
$54.27 - $56.81 $176K - $185K
20.4K $1.16M
WMT
Walmart Inc.

Consumer Defensive
291
+ 0.81%
$94.4 - $104.27 $27.5K - $30.3K
36.4K $3.76M
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 0.82%
$357.4 - $423.42 $14.7K - $17.4K
5.05K $2.04M
BSEP
Innovator U.S. Equity Buffer E

ETFs
618
+ 1.11%
$45.13 - $48.29 $27.9K - $29.8K
56.5K $2.73M
BOCT
Innovator U.S. Equity Buffer E

ETFs
2.05K
+ 9.35%
$45.37 - $48.42 $93K - $99.3K
24K $1.16M
SHOP
Shopify Inc.

Technology
457
+ 16.13%
$112.11 - $157.12 $51.2K - $71.8K
3.29K $488K
NJUL
Innovator Growth 100 Power Buf

Technology
1.02K
+ 3.72%
$67.81 - $71.18 $69.2K - $72.6K
28.4K $2.02M
KJUL
Innovator U.S. Small Cap Power

Technology
1.86K
+ 3.36%
$29.2 - $31.07 $54.3K - $57.8K
57.2K $1.77M
IJUL
Innovator Etfs Tr

ETFs
3.69K
+ 8.88%
$31.5 - $32.72 $116K - $121K
45.3K $1.48M
MU
Micron Technology Inc

Technology
16
+ 0.55%
$104.88 - $168.89 $1.68K - $2.7K
2.94K $492K
MDT
Medtronic PLC

Healthcare
432
+ 4.52%
$87.67 - $95.74 $37.9K - $41.4K
10K $952K
AMD
Advanced Micro Devices Inc

Technology
395
+ 18.7%
$134.8 - $184.42 $53.2K - $72.8K
2.51K $405K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
1.35K
+ 2.97%
$27.55 - $28.94 $37.2K - $39.1K
46.9K $1.36M
ING
Ing Groep Nv

Financial Services
132
+ 0.61%
$22.0 - $26.08 $2.9K - $3.44K
21.8K $569K
AXP
American Express CO

Financial Services
31
+ 0.5%
$294.27 - $342.31 $9.12K - $10.6K
6.2K $2.06M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
2
+ 0.02%
$41.53 - $66.18 $83.1 - $132
12.6K $712K
AMZN
Amazon Com Inc

Consumer Cyclical
358
+ 1.89%
$211.65 - $238.24 $75.8K - $85.3K
19.3K $4.24M
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 0.17%
$334.32 - $426.2 $1K - $1.28K
1.76K $751K
XOM
Exxon Mobil Corp

Energy
12
+ 0.08%
$105.83 - $117.22 $1.27K - $1.41K
15.2K $1.72M
PJUL
Innovator U.S. Equity Power Bu

ETFs
210
+ 0.57%
$43.83 - $45.64 $9.2K - $9.58K
37.3K $1.7M
MO
Altria Group, Inc.

Consumer Defensive
28
+ 0.31%
$57.75 - $67.68 $1.62K - $1.9K
9.11K $601K
PANW
Palo Alto Networks Inc

Technology
354
+ 10.65%
$167.06 - $208.19 $59.1K - $73.7K
3.68K $749K
O
Realty Income Corp

Real Estate
202
+ 1.19%
$56.13 - $60.79 $11.3K - $12.3K
17.2K $1.05M
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 0.75%
$291.67 - $316.99 $10.2K - $11.1K
4.7K $1.43M
META
Meta Platforms, Inc.

Communication Services
121
+ 1.78%
$695.21 - $791.73 $84.1K - $95.8K
6.93K $5.09M
BA
Boeing CO

Industrials
1
+ 0.01%
$209.79 - $237.38 $210 - $237
9.92K $2.14M
EIX
Edison International

Utilities
201
+ 1.47%
$50.42 - $56.35 $10.1K - $11.3K
13.9K $768K
DD
Du Pont De Nemours, Inc.

Basic Materials
5
+ 0.08%
$69.9 - $78.26 $350 - $391
6.58K $512K
WPC
W. P. Carey Inc.

Real Estate
71
+ 0.66%
$61.29 - $68.7 $4.35K - $4.88K
10.9K $734K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
2.34K
+ 6.98%
$11.48 - $12.67 $26.8K - $29.6K
35.8K $453K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1K
+ 5.43%
$28.15 - $30.13 $28.2K - $30.1K
19.4K $575K
ETN
Eaton Corp PLC

Industrials
11
+ 0.36%
$342.99 - $392.76 $3.77K - $4.32K
3.09K $1.16M
LLY
Eli Lilly & CO

Healthcare
81
+ 22.07%
$625.65 - $812.69 $50.7K - $65.8K
448 $341K
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
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
MMM
3 M CO

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