Diligent Investors, LLC Portfolio Holdings
Diligent Investors, LLC
- $391 Million
- Q3 2024
Diligent Investors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $391 Million distributed in 352 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.5M, Apple Inc. with a value of $19.6M, Spdr Portfolio with a value of $17.1M, Spdr Portfolio S&P 500 Value E with a value of $15.5M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.47M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $372M to 391M.
Below you can find more details about Diligent Investors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$391 Million
ETFs: $136 Million
Technology: $72 Million
Financial Services: $46.3 Million
Consumer Defensive: $22.2 Million
Healthcare: $20.6 Million
Industrials: $19.1 Million
Real Estate: $15.6 Million
Consumer Cyclical: $15 Million
Other: $38.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 352
- Current Value $391 Million
- Prior Value $372 Million
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 25 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks