0001085146-24-000179.txt : 20240110 0001085146-24-000179.hdr.sgml : 20240110 20240110145357 ACCESSION NUMBER: 0001085146-24-000179 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Diligent Investors, LLC CENTRAL INDEX KEY: 0001549042 ORGANIZATION NAME: IRS NUMBER: 453029689 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16635 FILM NUMBER: 24526237 BUSINESS ADDRESS: STREET 1: 1901 ORANGE TREE LANE STREET 2: SUITE 230A CITY: REDLANDS STATE: CA ZIP: 92374 BUSINESS PHONE: 909-792-2894 MAIL ADDRESS: STREET 1: 132 WEST RAMSEY STREET CITY: BANNING STATE: CA ZIP: 92220 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001549042 XXXXXXXX 12-31-2023 12-31-2023 false Diligent Investors, LLC

132 WEST RAMSEY STREET BANNING CA 92220

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NEW 617446448 BBG001S9V5Z3 1319414 14149 SH SOLE 0 0 14149 NASDAQ INC COM 631103108 BBG001SKTBJ6 313956 5400 SH SOLE 0 0 5400 NETFLIX INC COM 64110L106 BBG001SF6L46 480064 986 SH SOLE 0 0 986 NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 102300 10000 SH SOLE 0 0 10000 NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 101843 11733 SH SOLE 0 0 11733 NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 102600 30000 SH SOLE 0 0 30000 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 536957 1147 SH SOLE 0 0 1147 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 517000 10000 SH SOLE 0 0 10000 NUVEEN CALIFORNIA AMT QLT MU COM 670651108 BBG001S94NN7 632832 54838 SH SOLE 0 0 54838 NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 264875 23133 SH SOLE 0 0 23133 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1252921 2530 SH SOLE 0 0 2530 OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 BBG001S6PKJ1 118983 16254 SH SOLE 0 0 16254 OMEGA HEALTHCARE INVS INC COM 681936100 BBG001S736L1 428847 13987 SH SOLE 0 0 13987 ONEOK INC NEW COM 682680103 BBG001S5TWK1 430800 6135 SH SOLE 0 0 6135 PACER FDS TR SWAN SOS FD OF 69374H568 BBG00YPGN435 445369 17209 SH SOLE 0 0 17209 PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 681069 13100 SH SOLE 0 0 13100 PACIFIC PREMIER BANCORP COM 69478X105 BBG001S9JFG6 428790 14730 SH SOLE 0 0 14730 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 490975 1665 SH SOLE 0 0 1665 PAPA JOHNS INTL INC COM 698813102 BBG001S6XNB4 789007 10350 SH SOLE 0 0 10350 PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG001S6L063 233623 15796 SH SOLE 0 0 15796 PEPSICO INC COM 713448108 BBG001S695T1 1033199 6083 SH SOLE 0 0 6083 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 335402 21002 SH SOLE 0 0 21002 PFIZER INC COM 717081103 BBG001S5V466 1690449 58717 SH SOLE 0 0 58717 PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 548236 2438 SH SOLE 0 0 2438 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 291737 1884 SH SOLE 0 0 1884 POOL CORP COM 73278L105 BBG001S5VBK4 2420170 6070 SH SOLE 0 0 6070 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2377627 16225 SH SOLE 0 0 16225 PROSHARES TR BITCOIN STRATE 74347G440 BBG0131STKH5 415558 20281 SH SOLE 0 0 20281 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 1554509 5097 SH SOLE 0 0 5097 PVH CORPORATION COM 693656100 BBG001S5VGY8 351262 2876 SH SOLE 0 0 2876 QUALCOMM INC COM 747525103 BBG001S6VS70 3443368 23808 SH SOLE 0 0 23808 REALTY INCOME CORP COM 756109104 BBG001S884K0 893526 15561 SH SOLE 0 0 15561 REGENCY CTRS CORP COM 758849103 BBG001S7H752 491177 7331 SH SOLE 0 0 7331 RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 314594 4225 SH SOLE 0 0 4225 RITHM CAPITAL CORP COM NEW 64828T201 BBG003T1GM12 293832 27512 SH SOLE 0 0 27512 RLJ LODGING TR CUM CONV PFD A 74965L200 457139 18249 SH SOLE 0 0 18249 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 264905 853 SH SOLE 0 0 853 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 738867 8781 SH SOLE 0 0 8781 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 4400354 9989 SH SOLE 0 0 9989 SALESFORCE INC COM 79466L302 BBG001SDLP09 1110748 4221 SH SOLE 0 0 4221 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 410001 5959 SH SOLE 0 0 5959 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 2424002 48753 SH SOLE 0 0 48753 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 284317 5868 SH SOLE 0 0 5868 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 1108318 19909 SH SOLE 0 0 19909 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 861058 11432 SH SOLE 0 0 11432 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 3807185 80592 SH SOLE 0 0 80592 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 1560137 18275 SH SOLE 0 0 18275 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 886391 10572 SH SOLE 0 0 10572 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 467957 12446 SH SOLE 0 0 12446 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 785847 6894 SH SOLE 0 0 6894 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 229056 1281 SH SOLE 0 0 1281 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1529754 11217 SH SOLE 0 0 11217 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 579529 9151 SH SOLE 0 0 9151 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 581675 3022 SH SOLE 0 0 3022 SEMPRA COM 816851109 BBG001SBVZ73 771961 10330 SH SOLE 0 0 10330 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 567722 8628 SH SOLE 0 0 8628 SHOPIFY INC CL A 82509L107 BBG004DW5NC7 247878 3182 SH SOLE 0 0 3182 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 1986210 13925 SH SOLE 0 0 13925 SOUTHERN CO COM 842587107 BBG001S5W777 416219 5936 SH SOLE 0 0 5936 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 386355 2021 SH SOLE 0 0 2021 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 6935264 203918 SH SOLE 0 0 203918 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 1812505 51186 SH SOLE 0 0 51186 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 209900 442 SH SOLE 0 0 442 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 843686 25170 SH SOLE 0 0 25170 SPDR SER TR NUVEEN BLMBRG MU 78468R721 BBG001SRSPW6 306147 6514 SH SOLE 0 0 6514 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 332052 6948 SH SOLE 0 0 6948 SPDR SER TR PORTFOLIO S&P400 78464A847 BBG001SPT9T9 251824 5169 SH SOLE 0 0 5169 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 320083 5726 SH SOLE 0 0 5726 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 312497 10494 SH SOLE 0 0 10494 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 14042446 215838 SH SOLE 0 0 215838 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 14202635 304581 SH SOLE 0 0 304581 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 6499337 85891 SH SOLE 0 0 85891 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 6665745 90839 SH SOLE 0 0 90839 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 1726266 20642 SH SOLE 0 0 20642 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1899297 22798 SH SOLE 0 0 22798 SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 269478 3018 SH SOLE 0 0 3018 SPROTT PHYSICAL GOLD TR UNIT 85207H104 BBG001T66XM9 164876 10350 SH SOLE 0 0 10350 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 140592 17400 SH SOLE 0 0 17400 STARBUCKS CORP COM 855244109 BBG001S72KH6 427080 4448 SH SOLE 0 0 4448 STEELCASE INC CL A 858155203 BBG001S89FD2 136552 10100 SH SOLE 0 0 10100 STELLANTIS N.V SHS N82405106 BBG0078ZLDH8 635470 27250 SH SOLE 0 0 27250 SUNRUN INC COM 86771W105 BBG0025XVR94 216813 11045 SH SOLE 0 0 11045 SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3Q2 734875 19243 SH SOLE 0 0 19243 SYSCO CORP COM 871829107 BBG001S5WJS8 263487 3603 SH SOLE 0 0 3603 TANGER INC COM 875465106 BBG001S7BZV7 633503 22854 SH SOLE 0 0 22854 TEREX CORP NEW COM 880779103 BBG001S6PZQ0 727444 12660 SH SOLE 0 0 12660 TESLA INC COM 88160R101 BBG001SQKGD7 1221309 4915 SH SOLE 0 0 4915 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 586324 3440 SH SOLE 0 0 3440 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 474928 1586 SH SOLE 0 0 1586 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 968980 5284 SH SOLE 0 0 5284 TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 391647 2056 SH SOLE 0 0 2056 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 209346 5670 SH SOLE 0 0 5670 TRUSTMARK CORP COM 898402102 BBG001S6JGT6 247574 8880 SH SOLE 0 0 8880 TTEC HLDGS INC COM 89854H102 BBG001S7YNS3 216700 10000 SH SOLE 0 0 10000 TYSON FOODS INC CL A 902494103 BBG001S871D5 309600 5760 SH SOLE 0 0 5760 UBS GROUP AG SHS H42097107 BBG007936GX0 310483 10048 SH SOLE 0 0 10048 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 310978 6415 SH SOLE 0 0 6415 UNION PAC CORP COM 907818108 BBG001S5X2M0 545705 2222 SH SOLE 0 0 2222 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1007584 6408 SH SOLE 0 0 6408 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 237352 451 SH SOLE 0 0 451 UTZ BRANDS INC COM CL A 918090101 BBG00M8652J9 188152 11586 SH SOLE 0 0 11586 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 341250 2625 SH SOLE 0 0 2625 VALVOLINE INC COM 92047W101 BBG003DNHV65 985385 26221 SH SOLE 0 0 26221 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 571218 2455 SH SOLE 0 0 2455 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 356310 4032 SH SOLE 0 0 4032 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 390784 1647 SH SOLE 0 0 1647 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1000320 6691 SH SOLE 0 0 6691 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 321081 4980 SH SOLE 0 0 4980 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1565813 41533 SH SOLE 0 0 41533 VIATRIS INC COM 92556V106 BBG00Y52JV51 110769 10228 SH SOLE 0 0 10228 VISA INC COM CL A 92826C839 BBG001SRCFY3 4989851 19166 SH SOLE 0 0 19166 WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 1290860 49439 SH SOLE 0 0 49439 WALMART INC COM 931142103 BBG001S5XH92 2709895 17189 SH SOLE 0 0 17189 WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 197978 17397 SH SOLE 0 0 17397 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 350351 1956 SH SOLE 0 0 1956 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 883147 17943 SH SOLE 0 0 17943 WESTERN ASSET INVT GRADE DEF COM 95790A101 BBG001T3HG69 175800 10000 SH SOLE 0 0 10000 WESTERN UN CO COM 959802109 BBG001SR0YK0 144232 12100 SH SOLE 0 0 12100 WESTROCK CO COM 96145D105 BBG008NXC581 1000769 24103 SH SOLE 0 0 24103 WILLIAMS COS INC COM 969457100 BBG001S5XH10 613801 17623 SH SOLE 0 0 17623 WORLD GOLD TR SPDR GLD MINIS 98149E303 BBG00L8YYQ05 809527 19788 SH SOLE 0 0 19788 WP CAREY INC COM 92936U109 BBG001S67MM3 691801 10674 SH SOLE 0 0 10674 WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 355573 4422 SH SOLE 0 0 4422 ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 396012 3254 SH SOLE 0 0 3254 ZOETIS INC CL A 98978V103 BBG0039320P7 2783199 14101 SH SOLE 0 0 14101