Diligent Investors, LLC Reduced Holdings in Q4 2025

Diligent Investors, LLC

  • $339 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-6.28K
- 3.58%
$102.4 - $109.39 $643K - $687K
169K $17.7M
HD
Home Depot, Inc.

Consumer Cyclical
-993
- 19.68%
$358.03 - $397.02 $356K - $394K
4.05K $1.45M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-526
- 1.88%
$73.78 - $98.43 $38.8K - $51.8K
27.4K $2.02M
POOL
Pool Corp

Industrials
-673
- 14.3%
$242.32 - $312.05 $163K - $210K
4.03K $977K
BX
Blackstone Inc.

Financial Services
-31
- 0.22%
$138.42 - $168.45 $4.29K - $5.22K
14.2K $1.96M
VVV
Valvoline Inc

Energy
-10K
- 40.95%
$31.29 - $36.07 $313K - $361K
14.4K $453K
ETN
Eaton Corp PLC

Industrials
-900
- 29.11%
$352.39 - $387.75 $317K - $349K
2.19K $772K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.2K
- 5.02%
$88.9 - $93.29 $285K - $299K
60.6K $5.46M
DIS
Walt Disney CO

Communication Services
-601
- 1.76%
$105.69 - $116.65 $63.5K - $70.1K
33.6K $3.55M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3.17K
- 4.63%
$80.59 - $84.32 $255K - $267K
65.2K $5.34M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.95K
- 3.86%
$54.27 - $56.85 $486K - $509K
223K $12.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
-196
- 2.98%
$34.69 - $82.16 $6.8K - $16.1K
6.38K $253K
VZ
Verizon Communications Inc

Communication Services
-3.71K
- 10.19%
$38.4 - $43.83 $142K - $163K
32.7K $1.34M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.68K
- 5.01%
$27.17 - $28.65 $181K - $191K
127K $3.47M
WPC
W. P. Carey Inc.

Real Estate
-3.61K
- 33.27%
$65.26 - $69.2 $236K - $250K
7.25K $490K
BA
Boeing CO

Industrials
-16
- 0.16%
$191.81 - $225.32 $3.07K - $3.61K
9.9K $1.9M
PG
Procter & Gamble CO

Consumer Defensive
-918
- 7.65%
$145.5 - $153.18 $134K - $141K
11.1K $1.62M
SPGI
S&P Global Inc.

Financial Services
-500
- 6.06%
$472.05 - $502.96 $236K - $251K
7.75K $3.79M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.15K
- 42.72%
$158.11 - $179.28 $182K - $206K
1.54K $243K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.41K
- 18.44%
$84.91 - $90.88 $204K - $219K
10.6K $940K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-731
- 3.09%
$55.57 - $63.17 $40.6K - $46.2K
22.9K $1.27M
CVX
Chevron Corp

Energy
-1.16K
- 4.28%
$148.9 - $157.72 $173K - $183K
25.9K $4.01M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-4.06K
- 7.19%
$47.64 - $48.98 $194K - $199K
52.4K $2.54M
WMT
Walmart Inc.

Consumer Defensive
-1.53K
- 4.19%
$101.18 - $109.03 $155K - $167K
34.9K $3.59M
T
At&T Inc.

Communication Services
-44
- 0.08%
$24.44 - $27.55 $1.08K - $1.21K
54.5K $1.39M
GPN
Global Payments Inc

Industrials
-800
- 7.77%
$74.11 - $88.53 $59.3K - $70.8K
9.5K $704K
NOC
Northrop Grumman Corp

Industrials
-163
- 14.21%
$558.0 - $637.95 $91K - $104K
984 $554K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-3.5K
- 29.17%
$38.95 - $39.72 $136K - $139K
8.5K $334K
CPB
Campbell Soup CO

Consumer Defensive
-3.76K
- 23.64%
$29.79 - $31.99 $112K - $120K
12.1K $380K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-970
- 8.24%
$90.99 - $95.91 $88.3K - $93K
10.8K $989K
JPM
Jpmorgan Chase & CO

Financial Services
-71
- 1.17%
$294.11 - $320.41 $20.9K - $22.7K
6.01K $1.8M
AMH
American Homes 4 Rent

Real Estate
-1.05K
- 2.14%
$31.53 - $33.42 $32.9K - $34.9K
47.8K $1.53M
EME
Emcor Group, Inc.

Industrials
-19
- 0.69%
$618.96 - $777.0 $11.8K - $14.8K
2.72K $1.68M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-404
- 6.97%
$185.12 - $192.11 $74.8K - $77.6K
5.39K $1.01M
MO
Altria Group, Inc.

Consumer Defensive
-274
- 3.01%
$56.38 - $66.65 $15.4K - $18.3K
8.84K $513K
TEX
Terex Corp

Industrials
-400
- 3.18%
$44.7 - $58.48 $17.9K - $23.4K
12.2K $556K
PSA
Public Storage

Real Estate
-122
- 3.29%
$272.78 - $311.8 $33.3K - $38K
3.58K $982K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-2K
- 13.4%
$41.99 - $42.52 $84K - $85K
12.9K $547K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-5.86K
- 4.1%
$10.68 - $10.92 $62.5K - $63.9K
137K $1.47M
CTVA
Corteva, Inc.

Basic Materials
-546
- 2.09%
$61.0 - $66.48 $33.3K - $36.3K
25.6K $1.69M
COST
Costco Wholesale Corp

Consumer Defensive
-65
- 4.63%
$910.94 - $954.99 $59.2K - $62.1K
1.34K $1.22M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1K
- 37.04%
$101.39 - $114.39 $101K - $114K
1.7K $193K
UNP
Union Pacific Corp

Industrials
-191
- 9.38%
$216.37 - $237.41 $41.3K - $45.3K
1.85K $407K
ADBE
Adobe Inc.

Technology
-50
- 2.38%
$325.07 - $359.91 $16.3K - $18K
2.05K $666K
PFE
Pfizer Inc

Healthcare
-2K
- 3.87%
$24.23 - $27.37 $48.5K - $54.8K
49.7K $1.25M
MET
Metlife Inc

Financial Services
-296
- 2.38%
$75.97 - $82.89 $22.5K - $24.5K
12.1K $955K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.15K
- 6.14%
$51.77 - $52.69 $59.4K - $60.5K
17.6K $908K
MUB
Ishares National Muni Bond ETF

ETFs
-652
- 13.99%
$106.36 - $107.61 $69.3K - $70.2K
4.01K $428K
NJUL
Innovator Growth 100 Power Buf

Technology
-1K
- 3.52%
$70.4 - $72.25 $70.4K - $72.3K
27.4K $1.96M
Activity Summary
Buys All Purchases 124 New Holdings 24 Increased Positions 100 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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