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CIK: 0001549042
Total reported value
$449.1M
$449.1M
363 檔
18.2%
At the close of Q4 2024, Diligent Investors, LLC disclosed equity holdings valued at approximately $449.1M, spread across 363 reported holdings.
In Q4 2024, Diligent Investors, LLC displayed an active expansion posture, initiating 13 new positions and adding to 15 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 363 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.16% | -0.18% | -2.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.78% | +0.03% | -1.13% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.74% | +0.34% | -10.02% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.46% | -0.13% | +0.77% | |
| 5 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.58% | +0.06% | +0.09% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.57% | -0.01% | +0.85% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.57% | -0.04% | +1.02% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.03% | -1.65% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | +0.01% | -1.66% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.08% | +9.09% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.16% | -0.04% | -15.22% | |
| 12 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.05% | -0.05% | -1.20% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.17% | -0.79% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 0.95% | -0.11% | -6.23% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.93% | -0.12% | -0.81% | |
| 16 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.93% | -0.01% | — | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.93% | +0.15% | +100.36% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.03% | +1.74% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 0.87% | -0.05% | -3.94% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.10% | -0.03% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.44% | -2.33% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | +0.05% | -0.82% | |
| 23 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.72% | -0.03% | -1.06% | |
| 24 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.72% | +0.02% | -1.59% | |
| 25 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.71% | -0.04% | +58.38% | |
| 26 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.03% | -0.07% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.03% | -0.72% | |
| 28 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.66% | -0.02% | — | |
| 29 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.03% | -4.29% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.03% | +1.24% | |
| 31 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.63% | -0.05% | +8.54% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.11% | -0.01% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | — | +0.03% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.03% | +0.12% | |
| 35 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.54% | +0.04% | -0.65% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.40% | -0.76% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.51% | -0.11% | -0.79% | |
| 38 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.49% | -0.03% | -0.77% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | +0.07% | -0.27% | |
| 40 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.49% | -0.05% | — | |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.48% | -0.05% | +0.32% | |
| 42 | XFEB | Ft Vest Enh Mod Buff - Feb | ETF-Other | 0.46% | -0.03% | -1.38% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.46% | +0.48% | -0.68% | |
| 44 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.46% | -0.02% | — | |
| 45 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.45% | -0.02% | -0.40% | |
| 46 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.45% | -0.01% | -3.14% | |
| 47 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.45% | -0.02% | -0.23% | |
| 48 | POOL | Pool CORP | Stock-Industrials | 0.45% | -0.02% | -2.71% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | +0.03% | -1.46% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.01% | +5.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDEC | Innovator U.s. Equity Power | +0.3% | +58.38% | Add |
| 2 | AAPL | Apple Inc | +0.2% | -1.13% | Trim |
| 3 | TSLA | Tesla Inc | +0.2% | +1.24% | Add |
| 4 | XOCT | Ft Vest US Equity Enhance & | +0.2% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.2% | +9.09% | Add |
| 6 | XNOV | Ft Vest US Equity Enhance & | +0.2% | NEW | New buy |
| 7 | MSTR | Strategy Inc | +0.2% | NEW | New buy |
| 8 | GBTC | Grayscale Bitcoin Trust ETF | +0.2% | +0.32% | Add |
| 9 | WBA | Walgreens Boots Alliance Inc | +0.2% | +87.23% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +1.74% | Add |
| 11 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | +0.1% | -1.66% | Trim |
| 13 | GOCT | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 14 | DIS | Walt Disney Co/the | +0.1% | -0.81% | Trim |
| 15 | XDEC | Ft Vest US Equity Enhance & | +0.1% | NEW | New buy |
| 16 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | NEW | New buy |
| 17 | WMT | Walmart Inc | +0.1% | -0.79% | Trim |
| 18 | QMNV | Ft Ndq100 Mod Buff ETF - Nov | +0.1% | NEW | New buy |
| 19 | NFLX | Netflix Inc | +0.1% | +17.74% | Add |
| 20 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 21 | GLD | Spdr Gold Shares | +0.1% | +67.26% | Add |
| 22 | QCOC | Ft Ndq100 Cns Buff ETF - Oct | +0.1% | NEW | New buy |
| 23 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | +0.1% | NEW | New buy |
| 24 | ET | Energy Transfer LP | +0.1% | +30.91% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.01% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +0.03% | Add |
| 27 | OCTM | Ft Vest US Eq Max Buf Oct | +0.1% | NEW | New buy |
| 28 | MS | Morgan Stanley | +0.1% | +0.06% | Add |
| 29 | BROS | Dutch Bros Inc-class A | +0.1% | NEW | New buy |
| 30 | MDLZ | Mondelez International Inc-a | -0.1% | -0.33% | Trim |
| 31 | KO | Coca-cola Co/the | -0.1% | -0.32% | Trim |
| 32 | INTC | Intel CORP | -0.1% | -0.68% | Trim |
| 33 | BITO | Proshares Bitcoin Etf-usd | -0.1% | EXIT | Sold out |
| 34 | DOW | Dow Inc | -0.1% | +4.63% | Add |
| 35 | PSA | Public Storage | -0.1% | +0.06% | Add |
| 36 | JBL | Jabil Inc | -0.1% | -42.86% | Trim |
| 37 | CP | Canadian Pacific Kansas City | -0.1% | — | Unchanged |
| 38 | CVS | Cvs Health CORP | -0.1% | -5.25% | Trim |
| 39 | STX | Seagate Technology Holdings plc | -0.1% | — | Unchanged |
| 40 | ZTS | Zoetis Inc | -0.1% | -0.79% | Trim |
| 41 | NRG | Nrg Energy Inc | -0.1% | -48.08% | Trim |
| 42 | SPGI | S&p Global Inc | -0.1% | -6.23% | Trim |
| 43 | QCOM | Qualcomm Inc | -0.1% | -0.82% | Trim |
| 44 | AMAT | Applied Materials Inc | -0.1% | -0.76% | Trim |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +0.77% | Add |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.2% | +1.02% | Add |
| 47 | AMGN | Amgen Inc | -0.2% | -54.26% | Trim |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | -10.02% | Trim |
| 49 | AGG | Ishares Core U.s. Aggregate | -0.3% | -15.22% | Trim |
| 50 | MSFT | Microsoft CORP | -0.3% | -2.28% | Trim |
According to official SEC Form 13F filings, Diligent Investors, LLC reported a total U.S. public equity portfolio value of $449.1M across 363 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPYG) accounted for 18.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
XOCT
市值: $902.4K
Top Position Liquidated / Trimmed
BITO
前期市值: $352.0K
During Q4 2024, Diligent Investors, LLC's top holdings by market value included MSFT (5.2%)、AAPL (4.8%)、SPYG (3.7%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q4 2024, Diligent Investors, LLC made 48 total portfolio adjustments, initiating 13 new buys, adding to 15 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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