Diligent Investors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $366 Million distributed in 362 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20M, Apple Inc. with a value of $18.1M, Spdr Portfolio S&P 500 Value E with a value of $14.5M, Spdr Portfolio with a value of $14.3M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.14M.
Examining the 13F form we can see an decrease of $24.4M in the current position value, from $390M to 366M.
Below you can find more details about Diligent Investors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$366 Million
ETFs: $123 Million
Technology: $66.7 Million
Financial Services: $48.7 Million
Consumer Defensive: $20.8 Million
Healthcare: $18.9 Million
Industrials: $17.1 Million
Communication Services: $15.8 Million
Consumer Cyclical: $15.3 Million
Other: $35.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more