Diligent Investors, LLC Sells in Q3 2025

Diligent Investors, LLC

  • $339 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-54.3K
- 18.97%
$52.12 - $55.33 $2.83M - $3.01M
232K $12.8M
AMAT
Applied Materials Inc

Technology
-8.05K
- 58.96%
$156.25 - $204.95 $1.26M - $1.65M
5.6K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
-4.83K
- 44.29%
$282.78 - $316.06 $1.37M - $1.53M
6.08K $1.92M
AMH
American Homes 4 Rent

Real Estate
-26.8K
- 35.42%
$32.47 - $36.74 $870K - $984K
48.8K $1.62M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-43.4K
- 82.42%
$24.39 - $24.93 $1.06M - $1.08M
9.25K $228K
BAC
Bank Of America Corp

Financial Services
-25K
- 40.25%
$44.92 - $52.42 $1.12M - $1.31M
37.1K $1.91M
ABBV
Abb Vie Inc.

Healthcare
-5.86K
- 69.61%
$184.85 - $231.54 $1.08M - $1.36M
2.56K $592K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-33.1K
- 16.48%
$39.8 - $42.86 $1.32M - $1.42M
168K $7.19M
CAT
Caterpillar Inc

Industrials
-2.8K
- 61.8%
$390.92 - $477.15 $1.1M - $1.34M
1.73K $826K
ZTS
Zoetis Inc.

Healthcare
-4.23K
- 31.65%
$141.13 - $159.19 $597K - $673K
9.13K $1.34M
PG
Procter & Gamble CO

Consumer Defensive
-3.88K
- 24.44%
$150.47 - $161.22 $584K - $626K
12K $1.84M
CRM
Salesforce, Inc.

Technology
-1.98K
- 46.3%
$231.66 - $273.65 $459K - $543K
2.3K $545K
MSTR
Microstrategy Inc

Technology
-1.11K
- 38.72%
$300.7 - $455.9 $334K - $506K
1.76K $566K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.38K
- 40.16%
$91.44 - $91.77 $583K - $585K
9.5K $871K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-6.35K
- 35.04%
$87.69 - $96.0 $557K - $610K
11.8K $1.11M
DOW
Dow Inc.

Basic Materials
-16.7K
- 61.57%
$20.87 - $30.37 $349K - $508K
10.4K $239K
DIS
Walt Disney CO

Communication Services
-857
- 2.45%
$112.25 - $124.0 $96.2K - $106K
34.2K $3.91M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-6.59K
- 33.53%
$79.39 - $90.39 $523K - $595K
13.1K $1.16M
KKR
Kkr & Co. Inc.

Financial Services
-2.95K
- 47.35%
$129.95 - $152.16 $383K - $449K
3.28K $426K
NFLX
Netflix Inc

Communication Services
-165
- 11.36%
$1147.87 - $1297.18 $189K - $214K
1.29K $1.54M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-11K
- 15.83%
$43.95 - $45.8 $483K - $504K
58.5K $2.68M
ET
Energy Transfer LP

Energy
-19.5K
- 42.38%
$17.11 - $18.16 $333K - $354K
26.5K $454K
MRK
Merck & Co., Inc.

Healthcare
-5.09K
- 30.12%
$77.6 - $87.37 $395K - $445K
11.8K $991K
PSA
Public Storage

Real Estate
-1.07K
- 22.45%
$271.94 - $298.09 $292K - $320K
3.7K $1.07M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-38K
- 21.02%
$10.02 - $10.85 $381K - $413K
143K $1.55M
CTVA
Corteva, Inc.

Basic Materials
-1.36K
- 4.96%
$67.08 - $77.12 $91.4K - $105K
26.1K $1.77M
V
Visa Inc.

Financial Services
-137
- 0.8%
$332.09 - $358.86 $45.5K - $49.2K
17K $5.8M
ISRG
Intuitive Surgical Inc

Healthcare
-125
- 5.86%
$433.66 - $544.47 $54.2K - $68.1K
2.01K $898K
VTI
Vanguard Total Stock Market Et

ETFs
-804
- 50.22%
$303.93 - $329.86 $244K - $265K
797 $261K
NKE
Nike, Inc.

Consumer Cyclical
-3.1K
- 46.48%
$69.24 - $79.24 $214K - $245K
3.57K $248K
SBUX
Starbucks Corp

Consumer Cyclical
-1.98K
- 32.34%
$81.9 - $96.86 $162K - $192K
4.15K $351K
PEP
Pepsico Inc

Consumer Defensive
-1.93K
- 25.05%
$133.81 - $152.16 $258K - $293K
5.76K $809K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.9K
- 8.54%
$97.75 - $100.75 $185K - $191K
20.3K $2.04M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-466
- 1.23%
$17.45 - $22.74 $8.13K - $10.6K
37.4K $655K
IBM
International Business Machines Corp

Technology
-154
- 1.7%
$234.77 - $292.47 $36.2K - $45K
8.92K $2.52M
UPS
United Parcel Service Inc

Industrials
-459
- 8.15%
$82.58 - $105.54 $37.9K - $48.4K
5.18K $432K
AIG
American International Group, Inc.

Financial Services
-1.01K
- 15.36%
$76.34 - $85.87 $76.7K - $86.3K
5.54K $434K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-5.13K
- 9.64%
$24.69 - $25.26 $127K - $130K
48.1K $1.21M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
-9.98K
- 26.2%
$6.54 - $7.97 $65.3K - $79.5K
28.1K $189K
CPB
Campbell Soup CO

Consumer Defensive
-3.77K
- 19.16%
$30.41 - $34.03 $115K - $128K
15.9K $502K
ADBE
Adobe Inc.

Technology
-15
- 0.71%
$333.65 - $392.1 $5K - $5.88K
2.1K $740K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-3.45K
- 22.4%
$23.97 - $25.5 $82.7K - $88K
12K $304K
ROK
Rockwell Automation, Inc

Industrials
-248
- 27.07%
$328.67 - $358.52 $81.5K - $88.9K
668 $233K
REG
Regency Centers Corp

Real Estate
-1.1K
- 19.45%
$68.62 - $73.81 $75.5K - $81.2K
4.56K $332K
HON
Honeywell International Inc

Industrials
-117
- 6.26%
$207.7 - $240.4 $24.3K - $28.1K
1.75K $369K
GIS
General Mills Inc

Consumer Defensive
-1.09K
- 16.21%
$48.44 - $53.83 $52.7K - $58.5K
5.62K $283K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.48K
- 7.32%
$50.73 - $52.47 $75K - $77.6K
18.7K $976K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-515
- 8.16%
$181.56 - $190.33 $93.5K - $98K
5.8K $1.1M
HTGC
Hercules Capital, Inc.

Financial Services
-3.48K
- 12.43%
$18.34 - $19.53 $63.8K - $68K
24.5K $463K
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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