Diligent Investors, LLC Top Holdings and 13F Report (2024) → **Breaking News** LIttle Known Biotech Company Does $41 Million In Q1! (From Huge Alerts) (Ad) About Diligent Investors, LLCInvestment ActivityDiligent Investors, LLC has $398.65 million in total holdings as of March 31, 2024.Diligent Investors, LLC owns shares of 331 different stocks, but just 132 companies or ETFs make up 80% of its holdings.Approximately 6.22% of the portfolio was purchased this quarter.About 2.56% of the portfolio was sold this quarter.This quarter, Diligent Investors, LLC has purchased 319 new stocks and bought additional shares in 102 stocks.Diligent Investors, LLC sold shares of 122 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $22,945,554SPDR Portfolio S&P 500 Growth ETF $15,673,833SPDR Portfolio S&P 500 Value ETF $15,184,396Apple $14,703,665SPDR S&P 400 Mid Cap Growth ETF $7,405,470 Largest New Holdings this Quarter FIRST TR EXCHNG TRADED FD VI $2,035,036 HoldingGRAYSCALE BITCOIN TR BTC $1,796,049 HoldingFIRST TR EXCHNG TRADED FD VI $1,538,259 HoldingINNOVATOR ETFS TRUST $1,348,653 HoldingTarget $561,260 Holding Largest Purchases this Quarter Innovator U.S. Equity Power Buffer ETF - March 71,712 shares (about $2.64M)Walmart 34,023 shares (about $2.05M)FIRST TR EXCHNG TRADED FD VI 66,583 shares (about $2.04M)GRAYSCALE BITCOIN TR BTC 28,432 shares (about $1.80M)FIRST TR EXCHNG TRADED FD VI 75,553 shares (about $1.54M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 21,513 shares (about $2.11M)Schwab Intermediate-Term U.S. Treasury ETF 10,759 shares (about $527.73K)Innovator U.S. Equity Power Buffer ETF - August 10,028 shares (about $354.79K)iShares Broad USD Investment Grade Corporate Bond ETF 6,845 shares (about $347.52K)Invesco DB Commodity Index Tracking Fund 10,200 shares (about $234.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDiligent Investors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$22,945,554$111,070 ▲0.5%54,5395.8%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$15,673,833$114,699 ▼-0.7%214,2703.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$15,184,396$75,100 ▼-0.5%303,0823.8%ETFAAPLApple$14,703,665$456,478 ▲3.2%85,7463.7%Computer and TechnologyMDYGSPDR S&P 400 Mid Cap Growth ETF$7,405,470$91,916 ▼-1.2%84,8381.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,269,870$38,564 ▼-0.5%202,8421.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,002,369$2,106,969 ▼-23.1%71,4971.8%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$6,854,058$49,704 ▼-0.7%90,1851.7%ETFVVisa$5,290,080$58,887 ▼-1.1%18,9551.3%Business ServicesBRK.BBerkshire Hathaway$4,968,717$40,369 ▲0.8%11,8161.2%FinanceDISWalt Disney$4,450,136$177,423 ▼-3.8%36,3691.1%Consumer DiscretionaryINTCIntel$4,436,381$12,898 ▼-0.3%100,4391.1%Computer and TechnologySPGIS&P Global$4,245,566$4,255 ▼-0.1%9,9791.1%Business ServicesPAUGInnovator U.S. Equity Power Buffer ETF - August$4,021,680$354,791 ▼-8.1%113,6711.0%ETFCVXChevron$3,897,399$117,673 ▲3.1%24,7081.0%Oils/EnergyQCOMQUALCOMM$3,896,506$134,257 ▼-3.3%23,0151.0%Computer and TechnologySCHASchwab US Small-Cap ETF$3,860,957$107,392 ▼-2.7%78,4111.0%ETFBSEPInnovator U.S. Equity Buffer ETF - September$3,711,7750.0%94,4900.9%ETFAMHAmerican Homes 4 Rent$3,128,865$1,287 ▲0.0%85,0700.8%FinanceWMTWalmart$3,081,408$2,047,152 ▲197.9%51,2120.8%Retail/WholesaleBXBlackstone$3,072,200$129,267 ▼-4.0%23,3860.8%FinancePMARInnovator U.S. Equity Power Buffer ETF - March$3,012,052$2,639,719 ▲709.0%81,8270.8%TransportationMETAMeta Platforms$2,952,631$48,069 ▲1.7%6,0810.7%Computer and TechnologyAMATApplied Materials$2,892,890$26,398 ▼-0.9%14,0270.7%Computer and TechnologyAMZNAmazon.com$2,793,690$148,812 ▲5.6%15,4880.7%Retail/WholesaleNVDANVIDIA$2,747,606$461,699 ▲20.2%3,0410.7%Computer and TechnologyBAUGInnovator U.S. Equity Buffer ETF - August$2,599,5870.0%66,8790.7%ETFCPCanadian Pacific Kansas City$2,591,4930.0%29,3920.7%TransportationBACBank of America$2,584,676$45,201 ▼-1.7%68,1610.6%FinancePGProcter & Gamble$2,554,178$78,368 ▼-3.0%15,7420.6%Consumer StaplesPSEPInnovator U.S. Equity Power Buffer ETF - September$2,442,9450.0%66,9300.6%ETFPOOLPool$2,403,171$45,998 ▼-1.9%5,9560.6%Consumer DiscretionaryMRKMerck & Co., Inc.$2,352,977$396 ▲0.0%17,8320.6%MedicalPJANInnovator U.S. Equity Power Buffer ETF - January$2,335,845$281,592 ▲13.7%59,7250.6%ETFZTSZoetis$2,318,552$67,516 ▼-2.8%13,7020.6%MedicalJPMJPMorgan Chase & Co.$2,211,439$32,648 ▼-1.5%11,0410.6%FinanceSPGSimon Property Group$2,139,599$39,593 ▼-1.8%13,6720.5%FinanceGOOGLAlphabet$2,125,116$288,279 ▲15.7%14,0800.5%Computer and TechnologyMUCBlackRock MuniHoldings California Quality Fund$2,077,656$39,251 ▼-1.9%188,7060.5%FinanceFIRST TR EXCHNG TRADED FD VI$2,035,036$2,035,036 ▲New Holding66,5830.5%FT VEST EQ ENHANNJANInnovator Growth-100 Power Buffer ETF - January$2,026,470$89,339 ▲4.6%46,5000.5%ETFKJULInnovator U.S. Small Cap Power Buffer ETF - July$1,895,0630.0%67,4880.5%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$1,874,9780.0%51,2320.5%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$1,870,264$18,745 ▼-1.0%49,8870.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,863,617$527,732 ▼-22.1%37,9940.5%ETFKOCoca-Cola$1,843,510$19,883 ▼-1.1%30,1330.5%Consumer StaplesCTVACorteva$1,826,817$28,662 ▼-1.5%31,6770.5%Consumer StaplesSLYVSPDR S&P 600 Small CapValue ETF$1,824,629$66,958 ▼-3.5%21,9910.5%ETFHDHome Depot$1,797,755$6,904 ▲0.4%4,6870.5%Retail/WholesaleGRAYSCALE BITCOIN TR BTC$1,796,049$1,796,049 ▲New Holding28,4320.5%SHS REP COM UTNJULInnovator Growth-100 Power Buffer ETF - July$1,768,2710.0%30,6730.4%ETFBABoeing$1,732,112$302,613 ▲21.2%8,9750.4%AerospaceSLYGSPDR S&P 600 Small Cap Growth ETF$1,730,993$69,610 ▼-3.9%19,8440.4%ETFVZVerizon Communications$1,723,146$19,596 ▼-1.1%41,0660.4%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$1,722,213$130,212 ▼-7.0%47,5880.4%ETFIBMInternational Business Machines$1,721,353$9,739 ▼-0.6%9,0140.4%Computer and TechnologyCATCaterpillar$1,716,266$12,092 ▼-0.7%4,6840.4%Industrial ProductsBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$1,714,011$1,055,771 ▲160.4%41,0640.4%ETFSTXSeagate Technology$1,698,163$2,326 ▼-0.1%18,2500.4%Business ServicesJNJJohnson & Johnson$1,649,011$50,147 ▲3.1%10,4240.4%MedicalPFEPfizer$1,648,985$19,591 ▲1.2%59,4230.4%MedicalXLVHealth Care Select Sector SPDR Fund$1,641,736$15,364 ▼-0.9%11,1130.4%ETFTBJLInnovator 20+ Year Treasury Bond 9 Buffer ETF - July$1,641,6070.0%82,4100.4%ETFMDLZMondelez International$1,636,746$8,890 ▼-0.5%23,3820.4%Consumer StaplesBOCTInnovator U.S. Equity Buffer ETF - October$1,591,6040.0%39,3280.4%ETFINNOVATOR ETFS TRUST$1,590,8340.0%60,4650.4%EQUITY DEF PROTNGSThe Goldman Sachs Group$1,575,7070.0%3,7720.4%FinanceABBVAbbVie$1,561,258$728 ▲0.0%8,5740.4%MedicalCVSCVS Health$1,553,722$14,596 ▼-0.9%19,4800.4%Retail/WholesaleDOWDOW$1,553,028$82,607 ▲5.6%26,8090.4%Basic MaterialsFIRST TR EXCHNG TRADED FD VI$1,538,259$1,538,259 ▲New Holding75,5530.4%FT VEST US SMALLGPNGlobal Payments$1,534,417$53,464 ▼-3.4%11,4800.4%Business ServicesPAPRInnovator U.S. Equity Power Buffer ETF - April$1,508,1240.0%44,8980.4%ETFPSAPublic Storage$1,500,773$22,335 ▲1.5%5,1740.4%FinanceCSCOCisco Systems$1,487,492$12,378 ▲0.8%29,8030.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,463,721$81,468 ▲5.9%8,6420.4%ETFAXPAmerican Express$1,462,277$57,835 ▼-3.8%6,4220.4%FinanceUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,460,617$347,524 ▼-19.2%28,7690.4%ManufacturingJBLJabil$1,410,4960.0%10,5300.4%Computer and TechnologyLHXL3Harris Technologies$1,406,4600.0%6,6000.4%AerospaceAMGNAmgen$1,390,034$22,177 ▼-1.6%4,8890.3%MedicalEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$1,361,193$761,209 ▲126.9%47,0350.3%ETFINNOVATOR ETFS TRUST$1,348,653$1,348,653 ▲New Holding51,7320.3%NASDAQ 100 MANAPJULInnovator U.S. Equity Power Buffer ETF - July$1,333,8200.0%35,1190.3%ETFMSMorgan Stanley$1,333,453$1,224 ▲0.1%14,1620.3%FinanceTMToyota Motor$1,329,8770.0%5,2840.3%Auto/Tires/TrucksCAHCardinal Health$1,321,416$336 ▲0.0%11,8090.3%MedicalIJANInnovator MSCI EAFE Power Buffer ETF - January$1,306,775$672,409 ▲106.0%41,7700.3%ETFFSKFS KKR Capital$1,292,936$160,189 ▼-11.0%67,7990.3%FinanceMCDMcDonald's$1,266,162$282 ▲0.0%4,4910.3%Retail/WholesaleVRPInvesco Variable Rate Preferred ETF$1,265,251$2,211 ▲0.2%53,2290.3%ETFIJULInnovator MSCI EAFE Power Buffer ETF - July$1,263,2440.0%44,7800.3%ETFCPBCampbell Soup$1,228,753$11,113 ▼-0.9%27,6430.3%Consumer StaplesCRMSalesforce$1,223,131$48,190 ▼-3.8%4,0610.3%Computer and TechnologyMETMetLife$1,215,404$22,233 ▼-1.8%16,4000.3%FinanceNOCTInnovator Growth-100 Power Buffer ETF- October$1,196,759$107,040 ▼-8.2%25,1560.3%ETFEMEEMCOR Group$1,173,389$350 ▲0.0%3,3510.3%ConstructionEJULInnovator Emerging Markets Power Buffer ETF - July$1,172,7770.0%49,2720.3%ETFVVVValvoline$1,168,6700.0%26,2210.3%Basic MaterialsBUFBInnovator Laddered Allocation Buffer ETF$1,136,859$391,635 ▲52.6%38,6950.3%ETFShowing largest 100 holdings. 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