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  Name: Diligent Investors LLC
  City: REDLANDS
  State: CA
  Zip: 92373
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $363,948,000
  Total Value Change : $36,523,000
  Securities Held Change : 19
   
All Securities Held : 319
  New Positions : 21
  Closed Positions : 5
  Increased Positions : 90
  Unchanged Positions : 67
  Decreased Positions : 141

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 21     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BUFB)1 Year Chart         BUFB Innovator Laddered Allocati... 135 New $0.00 $704,000 25,365 0.19% 704,000 25,365 0.028    N/A
   (BUFF)1 Year Chart         BUFF Innovator Laddered Fd Of Us... 145 New $0.00 $632,000 15,770 0.17% 632,000 15,770 0.018    N/A
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 166 New $469.09 $537,000 1,147 0.15% 537,000 1,147 0.001    Aerospace/Defense - M...
   (UAUG)1 Year Chart         UAUG Innovator S&p 500 Ultra Buf... 171 New $0.00 $504,000 16,400 0.14% 504,000 16,400 0.182    N/A
   (PEAK)1 Year Chart         PEAK Healthpeak Properties 172 New $35.78 $499,000 25,216 0.14% 499,000 25,216 0.005    REIT - Healthcare Fac...
   (PSFF)1 Year Chart         PSFF Pacer Swan Sos Fund Of Fund... 190 New $0.00 $445,000 17,209 0.12% 445,000 17,209 0.17    N/A
   (KOCT)1 Year Chart         KOCT Innovator Russell 2000 Powe... 207 New $0.00 $388,000 14,083 0.11% 388,000 14,083 0.156    N/A
   (AZBO)1 Year Chart         AZBO Allianzim Us Large Cap Buff... 211 New $0.00 $373,000 11,410 0.1% 373,000 11,410 0.112    N/A
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 256 New $274.05 $265,000 853 0.07% 265,000 853 0    Conglomerates
   (TRMK)1 Year Chart         TRMK Trustmark Corp 265 New $30.86 $248,000 8,880 0.07% 248,000 8,880 0.014    Domestic Regional Banks
   (IOCT)1 Year Chart         IOCT Innovator Intl Developed Po... 273 New $0.00 $237,000 8,494 0.07% 237,000 8,494 0    N/A
   (MU)1 Year Chart         MU Micron Technology Inc 274 New $114.70 $235,000 2,754 0.06% 235,000 2,754 0    Semiconductor - Memor...
   (VIAC)1 Year Chart         VIAC CBS Corp Class B 275 New $12.89 $234,000 15,796 0.06% 234,000 15,796 0.003    Broadcasting - TV
   (FAS)1 Year Chart         FAS Direxion Daily Financial Bu... 281 New $98.83 $223,000 2,700 0.06% 223,000 2,700 0.011    Closed - End Fund - Debt
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 282 New $56.26 $223,000 3,263 0.06% 223,000 3,263 0    Industrial Metals & M...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 291 New $248.54 $210,000 931 0.06% 210,000 931 0    Property & Casualty I...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 290 New $150.60 $210,000 1,427 0.06% 210,000 1,427 0    Semiconductor- Broad...
   (BBT)1 Year Chart         BBT Truist Financial Corp 292 New $35.64 $209,000 5,670 0.06% 209,000 5,670 0    Domestic Regional Banks
   (XBJL)1 Year Chart         XBJL Innovator Us Eqty Accelerat... 294 New $0.00 $208,000 6,800 0.06% 208,000 6,800 0    N/A
   (KIM)1 Year Chart         KIM Kimco Realty Corp 295 New $19.10 $206,000 9,669 0.06% 206,000 9,669 0.002    REIT - Retail
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 297 New $64.78 $201,000 2,479 0.06% 201,000 2,479 0    Biotechnology

      21 Records Found
  1    
Page 1 of 1
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