HoldingsChannel.com
Diligent Investors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (AGG) 125,035 +27,509 $14,050
     AGG125,035+27,509$14,050
MICROSOFT CORP 62,795 +3,272 $9,903
     MSFT62,795+3,272$9,903
APPLE INC 29,457 -202 $8,650
     AAPL29,457-202$8,650
PACIFIC PREMIER BANCORP 225,317 -325 $7,346
     PPBI225,317-325$7,346
SPDR SERIES TRUST (SPYV) 188,870 +45,555 $6,593
     SPYV188,870+45,555$6,593
SPDR SERIES TRUST (SPYG) 153,290 +38,326 $6,424
     SPYG153,290+38,326$6,424
VISA INC 32,339 -1,281 $6,077
     V32,339-1,281$6,077
DISNEY WALT CO 36,522 +3 $5,282
     DIS36,522+3$5,282
INTEL CORP 77,642 -514 $4,647
     INTC77,642-514$4,647
SCHWAB STRATEGIC TR 68,933 +18,474 $3,786
     SCHR68,933+18,474$3,786
SPDR INDEX SHS FDS (SPDW) 119,553 +30,574 $3,748
     SPDW119,553+30,574$3,748
SPDR SERIES TRUST (MDYG) 62,842 +4,958 $3,588
     MDYG62,842+4,958$3,588
SPDR SERIES TRUST (MDYV) 65,502 +5,746 $3,588
     MDYV65,502+5,746$3,588
S&P GLOBAL INC 13,074 -385 $3,570
     SPGI13,074-385$3,570
AT&T INC 86,415 -1,178 $3,377
     T86,415-1,178$3,377
GLOBAL PMTS INC 17,546 -2,005 $3,203
     GPN17,546-2,005$3,203
ISHARES TR (USIG) 50,240 +13,415 $2,929
     USIG50,240+13,415$2,929
QUALCOMM INC 32,374 -667 $2,856
     QCOM32,374-667$2,856
BERKSHIRE HATHAWAY INC DEL      $2,459
     BRK.B10,856-36$2,459
PROCTER & GAMBLE CO 19,670 -206 $2,457
     PG19,670-206$2,457
PFIZER INC 61,411 -1,876 $2,406
     PFE61,411-1,876$2,406
WALMART INC 19,853 -35 $2,359
     WMT19,853-35$2,359
ADOBE INC 6,766 -150 $2,231
     ADBE6,766-150$2,231
CVS HEALTH CORP 28,467 -718 $2,115
     CVS28,467-718$2,115
ZOETIS INC 15,740 -1,280 $2,083
     ZTS15,740-1,280$2,083
CANADIAN PAC RY LTD 7,198 UNCH $1,835
     CP7,198UNCH$1,835
SCHWAB STRATEGIC TR 23,859 +6,522 $1,805
     SCHA23,859+6,522$1,805
CHEVRON CORP NEW 14,895 +461 $1,795
     CVX14,895+461$1,795
BLACKSTONE GROUP INC 31,545 -3,975 $1,765
     BX31,545-3,975$1,765
MONDELEZ INTL INC 31,960 -1,345 $1,760
     MDLZ31,960-1,345$1,760
POOL CORPORATION 8,000 -400 $1,699
     POOL8,000-400$1,699
CISCO SYS INC 34,182 +132 $1,639
     CSCO34,182+132$1,639
PS BUSINESS PKS INC CALIF 9,779 -179 $1,612
     PSB9,779-179$1,612
MERCK & CO INC 17,525 +152 $1,594
     MRK17,525+152$1,594
COCA COLA CO 28,298 -189 $1,566
     KO28,298-189$1,566
CORTEVA INC 52,844 +5,942 $1,562
     CTVA52,844+5,942$1,562
BANK AMER CORP 40,873 -219 $1,440
     BAC40,873-46$1,440
BOEING CO 4,151 +481 $1,352
     BA4,151+481$1,352
OFFICE PPTYS INCOME TR 41,455 +1,844 $1,332
     OPI41,455+1,844$1,332
L3HARRIS TECHNOLOGIES INC 6,600 UNCH $1,306
     LHX6,600UNCH$1,306
SELECT SECTOR SPDR TR (XLV) 12,043 -25 $1,227
     XLV12,043-25$1,227
JOHNSON & JOHNSON 8,309 -164 $1,212
     JNJ8,309-164$1,212
AMAZON COM INC 636 +12 $1,175
     AMZN636+12$1,175
WESTERN UN CO 41,650 -400 $1,115
     WU41,650-400$1,115
FACEBOOK INC 5,329 -350 $1,094
     FB5,329-350$1,094
METLIFE INC 20,646 -800 $1,052
     MET20,646-800$1,052
MEDTRONIC PLC 9,248 -100 $1,049
     MDT9,248-100$1,049
GREEN DOT CORP 44,433 +7,500 $1,035
     GDOT44,433+7,500$1,035
MCDONALDS CORP 5,075 +35 $1,003
     MCD5,075+35$1,003
TOYOTA MOTOR CORP 7,115 -120 $1,000
     TM7,115-120$1,000

See Full List: All Stocks Held By Diligent Investors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Diligent Investors LLC

Size ($ in 1000's)
At 12/31/2019: $221,155
At 09/30/2019: $204,699

Diligent Investors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Diligent Investors LLC 13F filings. Link to 13F filings: SEC filings

Diligent Investors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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