Diligent Investors, LLC Portfolio Holdings
Diligent Investors, LLC
- $390 Million
- Q4 2024
Diligent Investors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $390 Million distributed in 363 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.5M, Apple Inc. with a value of $20.8M, Spdr Portfolio with a value of $16.3M, Spdr Portfolio S&P 500 Value E with a value of $15.1M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $6.86M.
Examining the 13F form we can see an decrease of $273K in the current position value, from $391M to 390M.
Below you can find more details about Diligent Investors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$390 Million
ETFs: $134 Million
Technology: $73.3 Million
Financial Services: $48.6 Million
Consumer Defensive: $21.6 Million
Healthcare: $18.9 Million
Industrials: $18.6 Million
Consumer Cyclical: $17.1 Million
Communication Services: $16.3 Million
Other: $36.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 363
- Current Value $390 Million
- Prior Value $391 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 24 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks