Notify me when Diligent Investors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 339 | $406,605,545 | +$22,228,761 | -$14,682,986 | +$7,545,775 | SPYG, AAPL, SPYV, MSFT, SPDW | 13F-HR | 22 Jan 2026, 17:41 |
| Q3 2025 | 332 | $395,617,416 | +$11,454,992 | -$61,046,223 | -$49,591,231 | SPYG, AAPL, SPYV, MSFT, NVDA | 13F-HR | 13 Nov 2025, 21:23 |
| Q2 2025 | 335 | $422,148,262 | +$35,150,790 | -$55,029,313 | -$19,878,523 | SPYG, AAPL, SPYV, MSFT, SCHO | 13F-HR | 21 Jul 2025, 17:51 |
| Q1 2025 | 362 | $410,993,625 | +$7,867,922 | -$23,202,360 | -$15,334,438 | MSFT, AAPL, SPYV, SPYG, SPDW | 13F-HR | 10 Apr 2025, 17:16 |
| Q4 2024 | 363 | $436,049,070 | +$20,158,548 | -$11,496,037 | +$8,662,511 | MSFT, AAPL, SPYG, SPYV, MDYG | 13F-HR | 14 Feb 2025, 11:56 |
| Q3 2024 | 352 | $430,963,435 | +$14,665,456 | -$8,722,364 | +$5,943,092 | MSFT, AAPL, SPYG, SPYV, SPDW | 13F-HR | 31 Oct 2024, 17:40 |
| Q2 2024 | 337 | $403,769,752 | +$17,661,826 | -$9,935,628 | +$7,726,198 | MSFT, AAPL, SPYG, SPYV, SPDW | 13F-HR | 15 Jul 2024, 15:11 |
| Q1 2024 | 331 | $397,745,732 | +$23,907,821 | -$10,188,493 | +$13,719,328 | MSFT, SPYG, SPYV, AAPL, MDYG | 13F-HR | 03 May 2024, 20:14 |
| Q4 2023 | 319 | $363,938,154 | +$16,656,725 | -$14,741,523 | +$1,915,202 | MSFT, AAPL, SPYV, SPYG, AGG | 13F-HR | 10 Jan 2024, 14:53 |
| Q3 2023 | 300 | $327,427,266 | +$24,026,503 | -$20,762,081 | +$3,264,422 | MSFT, AAPL, SPYG, SPYV, AGG | 13F-HR | 03 Nov 2023, 18:02 |
| Q2 2023 | 288 | $337,865,062 | +$8,760,414 | -$8,916,787 | -$156,373 | MSFT, AAPL, SPYG, SPYV, AGG | 13F-HR | 24 Jul 2023, 13:57 |
| Q1 2023 | 285 | $323,257,417 | +$4,964,523 | -$3,336,714 | +$1,627,809 | MSFT, SPYV, SPYG, AGG, AAPL | 13F-HR | 10 May 2023, 20:10 |
| Q4 2022 | 283 | $306,265,672 | +$11,865,149 | -$5,156,179 | +$6,708,970 | MSFT, SPYV, AGG, SPYG, AAPL | 13F-HR | 20 Jan 2023, 15:59 |
| Q3 2022 | 257 | $280,370,000 | +$13,041,260 | -$5,112,881 | +$7,928,379 | AGG, MSFT, SPYG, SPYV, AAPL | 13F-HR | 14 Oct 2022, 17:16 |
| Q2 2022 | 260 | $292,236,000 | +$8,437,907 | -$10,596,103 | -$2,158,196 | AGG, MSFT, SPYV, SPYG, AAPL | 13F-HR | 13 Jul 2022, 13:36 |
| Q1 2022 | 273 | $344,617,000 | +$20,998,506 | -$14,240,660 | +$6,757,846 | MSFT, AGG, SPYG, AAPL, SPYV | 13F-HR | 26 Apr 2022, 17:08 |
| Q4 2021 | 271 | $357,389,000 | +$54,852,620 | -$9,641,847 | +$45,210,773 | AGG, MSFT, SPYG, AAPL, SPYV | 13F-HR | 20 Jan 2022, 21:46 |
| Q3 2021 | 241 | $289,094,000 | $0 | -$530,000 | -$530,000 | AGG, MSFT, SPYG, AAPL, SPYV | 13F-HR | 12 Oct 2021, 21:48 |
| Q2 2021 | 242 | $294,551,000 | +$20,407,181 | -$13,852,116 | +$6,555,065 | AGG, MSFT, SPYG, AAPL, SPYV | 13F-HR | 11 Aug 2021, 21:36 |
| Q1 2021 | 235 | $274,147,000 | +$13,268,343 | -$4,300,710 | +$8,967,633 | MSFT, AGG, AAPL, PPBI, SPYG | 13F-HR | 23 Apr 2021, 15:51 |
| Q4 2020 | 218 | $249,017,000 | +$11,617,127 | -$9,660,478 | +$1,956,649 | AGG, MSFT, AAPL, SPYG, PPBI | 13F-HR | 08 Feb 2021, 20:18 |
| Q3 2020 | 209 | $219,190,000 | +$15,603,161 | -$4,038,740 | +$11,564,421 | AGG, MSFT, AAPL, SPYG, SPYV | 13F-HR | 06 Nov 2020, 21:21 |
| Q2 2020 | 199 | $204,136,000 | +$11,566,592 | -$2,490,884 | +$9,075,708 | AGG, MSFT, AAPL, SPYG, SPYV | 13F-HR | 08 Jul 2020, 17:57 |
| Q1 2020 | 179 | $167,164,000 | +$4,243,909 | -$20,199,954 | -$15,956,045 | AGG, MSFT, AAPL, SPYG, SPYV | 13F-HR | 29 Apr 2020, 16:51 |
| Q4 2019 | 219 | $220,404,000 | +$15,152,343 | -$13,099,931 | +$2,052,412 | AGG, MSFT, AAPL, PPBI, SPYV | 13F-HR | 10 Jan 2020, 19:04 |
| Q3 2019 | 215 | $204,699,000 | +$8,630,792 | -$7,595,181 | +$1,035,611 | AGG, MSFT, PPBI, AAPL, V | 13F-HR | 22 Oct 2019, 13:46 |
| Q2 2019 | 220 | $201,176,000 | +$39,265,350 | -$22,252,002 | +$17,013,348 | AGG, MSFT, PPBI, V, AAPL | 13F-HR | 01 Aug 2019, 14:26 |
| Q1 2019 | 202 | $175,512,000 | +$11,151,744 | -$3,383,551 | +$7,768,193 | MSFT, PPBI, AAPL, V, INTC | 13F-HR | 09 May 2019, 19:13 |
| Q4 2018 | 189 | $152,447,000 | +$4,967,578 | -$11,617,791 | -$6,650,213 | MSFT, PPBI, AAPL, V, INTC | 13F-HR | 16 Jan 2019, 19:57 |
| Q3 2018 | 204 | $182,186,000 | +$13,328,028 | -$4,305,861 | +$9,022,167 | PPBI, MSFT, AAPL, V, DIS | 13F-HR | 25 Oct 2018, 18:57 |
| Q2 2018 | 203 | $164,083,000 | +$17,672,494 | -$17,024,607 | +$647,887 | PPBI, MSFT, AAPL, V, INTC | 13F-HR | 23 Jul 2018, 17:12 |
| Q1 2018 | 202 | $166,066,000 | +$16,590,804 | -$5,660,590 | +$10,930,214 | PPBI, MSFT, AAPL, V, INTC | 13F-HR | 23 Apr 2018, 13:59 |
| Q4 2017 | 201 | $156,940,000 | +$22,463,252 | -$10,093,450 | +$12,369,802 | PPBI, MSFT, AAPL, V, INTC | 13F-HR | 12 Feb 2018, 10:19 |
| Q3 2017 | 182 | $136,872,000 | +$6,543,260 | -$16,002,000 | -$9,458,740 | PPBI, MSFT, AAPL, V, DIS | 13F-HR | 09 Nov 2017, 14:07 |
| Q2 2017 | 185 | $140,988,000 | +$19,258,609 | -$8,247,995 | +$11,010,614 | PPBI, MSFT, AAPL, V, DIS | 13F-HR | 11 Aug 2017, 09:17 |
| Q1 2017 | 162 | $126,642,000 | +$5,016,688 | -$7,046,620 | -$2,029,932 | PPBI, MSFT, AAPL, DIS, V | 13F-HR | 15 May 2017, 10:48 |
| Q4 2016 | 167 | $122,210,000 | +$4,822,758 | -$8,546,242 | -$3,723,484 | PPBI, MSFT, AAPL, DIS, T | 13F-HR | 13 Feb 2017, 12:06 |
| Q3 2016 | 167 | $121,761,000 | +$16,214,328 | -$3,496,383 | +$12,717,945 | PPBI, MSFT, AAPL, V, DIS | 13F-HR | 31 Oct 2016, 13:00 |
| Q2 2016 | 158 | $103,850,000 | +$16,382,834 | -$4,868,068 | +$11,514,766 | PPBI, DIS, T, MSFT, V | 13F-HR | 28 Jul 2016, 13:36 |
| Q1 2016 | 146 | $90,235,000 | +$5,688,374 | -$1,614,136 | +$4,074,238 | MSFT, DIS, V, AAPL, INTC | 13F-HR | 06 May 2016, 20:14 |
| Q4 2015 | 138 | $84,912,000 | +$1,850,932 | -$4,538,560 | -$2,687,628 | DIS, MSFT, V, AAPL, INTC | 13F-HR | 01 Feb 2016, 18:13 |
| Q3 2015 | 148 | $87,680,000 | +$3,706,649 | -$2,828,205 | +$878,444 | DIS, V, AAPL, INTC, T | 13F-HR | 03 Nov 2015, 19:06 |
| Q2 2015 | 149 | $93,660,000 | +$2,063,136 | -$1,929,059 | +$134,077 | DIS, AAPL, V, MSFT, INTC | 13F-HR | 27 Jul 2015, 20:25 |
| Q1 2015 | 149 | $94,509,000 | +$4,228,697 | -$3,491,220 | +$737,477 | DIS, AAPL, MSFT, V, INTC | 13F-HR | 12 May 2015, 19:40 |
| Q4 2014 | 148 | $95,336,000 | $0 | $0 | $0 | DIS, V, AAPL, INTC, MSFT | 13F-HR | 13 Feb 2015, 21:26 |