Diligent Investors, LLC Sells in Q3 2025

Diligent Investors, LLC

  • $339 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WRB
Berkley W R Corp

Financial Services
-100
- 1.54%
$67.78 - $76.62 $6.78K - $7.66K
6.41K $491K
COP
Conocophillips

Energy
-99
- 2.01%
$91.0 - $98.99 $9.01K - $9.8K
4.82K $455K
DWLD
Davis Fundamental ETF Tr

ETFs
-100
- 1.78%
$40.83 - $45.55 $4.08K - $4.56K
5.52K $249K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-10
- 0.16%
$50.19 - $53.05 $502 - $531
6.14K $325K
GPN
Global Payments Inc

Industrials
-169
- 1.61%
$77.61 - $90.01 $13.1K - $15.2K
10.3K $855K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-1.19K
- 2.76%
$46.97 - $48.89 $55.7K - $57.9K
41.7K $2.04M
XLY
Select Sector Spdr Consumer Di

ETFs
-20
- 1.53%
$216.09 - $242.18 $4.32K - $4.84K
1.29K $308K
WFC
Wells Fargo & Company

Financial Services
-448
- 2.63%
$77.05 - $85.16 $34.5K - $38.2K
16.6K $1.39M
XLE
Energy Sector Spdr

ETFs
-70
- 0.95%
$84.25 - $91.99 $5.9K - $6.44K
7.28K $650K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.32%
$617.65 - $666.84 $1.24K - $1.33K
624 $415K
CVS
Cvs Health Corp

Healthcare
-271
- 3.25%
$58.75 - $76.5 $15.9K - $20.7K
8.08K $609K
VTV
Vanguard Value ETF

ETFs
-46
- 1.04%
$175.51 - $186.57 $8.07K - $8.58K
4.37K $815K
PFE
Pfizer Inc

Healthcare
-1.19K
- 2.24%
$23.29 - $25.88 $27.6K - $30.7K
51.7K $1.32M
TM
Toyota Motor Corp

Consumer Cyclical
-100
- 3.14%
$167.86 - $202.79 $16.8K - $20.3K
3.08K $589K
SRE
Sempra Energy

Utilities
-600
- 8.92%
$74.14 - $89.98 $44.5K - $54K
6.13K $551K
POOL
Pool Corp

Industrials
-149
- 3.07%
$292.13 - $333.62 $43.5K - $49.7K
4.71K $1.46M
OHI
Omega Healthcare Investors Inc

Real Estate
-776
- 5.11%
$36.29 - $43.34 $28.2K - $33.6K
14.4K $607K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-500
- 8.08%
$68.94 - $86.3 $34.5K - $43.2K
5.69K $490K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 0.38%
$546.99 - $602.2 $2.73K - $3.01K
1.32K $790K
HSY
Hershey CO

Consumer Defensive
-50
- 1.37%
$161.95 - $193.45 $8.1K - $9.67K
3.6K $672K
SYF
Synchrony Financial

Financial Services
-57
- 0.33%
$67.53 - $76.86 $3.85K - $4.38K
17K $1.21M
AVGO
Broadcom Inc.

Technology
-53
- 2.95%
$264.74 - $369.57 $14K - $19.6K
1.75K $576K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-200
- 0.37%
$37.99 - $39.69 $7.6K - $7.94K
54.3K $2.15M
GE
General Electric CO

Industrials
-1
- 0.05%
$244.75 - $305.63 $245 - $306
2.16K $648K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.22K
- 3.14%
$78.88 - $85.2 $175K - $189K
68.4K $5.71M
RTX
Raytheon Technologies Corp

Industrials
-375
- 4.84%
$144.19 - $167.33 $54.1K - $62.7K
7.37K $1.23M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.92K
- 2.93%
$87.07 - $93.06 $167K - $179K
63.8K $5.84M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-21
- 0.08%
$82.96 - $95.7 $1.74K - $2.01K
27.9K $2.51M
QCOM
Qualcomm Inc

Technology
-96
- 0.45%
$145.84 - $173.55 $14K - $16.7K
21.4K $3.57M
GS
Goldman Sachs Group Inc

Financial Services
-149
- 4.01%
$696.56 - $806.32 $104K - $120K
3.57K $2.84M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-123
- 0.23%
$42.67 - $46.91 $5.25K - $5.77K
53.5K $2.5M
BX
Blackstone Inc.

Financial Services
-373
- 2.56%
$152.77 - $188.68 $57K - $70.4K
14.2K $2.43M
INTC
Intel Corp

Technology
-2.92K
- 9.25%
$19.31 - $35.5 $56.3K - $104K
28.6K $959K
SPG
Simon Property Group Inc

Real Estate
-6
- 0.06%
$159.93 - $187.67 $960 - $1.13K
10.2K $1.92M
EME
Emcor Group, Inc.

Industrials
-3
- 0.11%
$530.88 - $655.83 $1.59K - $1.97K
2.74K $1.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.2K
- 0.89%
$25.29 - $28.33 $30.4K - $34K
133K $3.72M
JNJ
Johnson & Johnson

Healthcare
-196
- 1.74%
$155.17 - $185.42 $30.4K - $36.3K
11K $2.05M
AAPL
Apple Inc.

Technology
-13.8K
- 16.96%
$202.38 - $256.87 $2.8M - $3.55M
67.7K $17.2M
GLW
Corning Inc

Technology
-547
- 2.14%
$51.6 - $82.03 $28.2K - $44.9K
25.1K $2.06M
GOOGL
Alphabet Inc.

Communication Services
-42
- 0.3%
$174.36 - $254.72 $7.32K - $10.7K
14K $3.4M
NVDA
Nvidia Corp

Technology
-124
- 0.32%
$153.3 - $186.58 $19K - $23.1K
38.6K $7.19M
SPYG
Spdr Portfolio

ETFs
-4.53K
- 2.52%
$94.33 - $105.31 $428K - $477K
175K $18.3M
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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