0001085146-24-002249.txt : 20240506 0001085146-24-002249.hdr.sgml : 20240506 20240503201424 ACCESSION NUMBER: 0001085146-24-002249 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240506 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: 24915208 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 03-31-2024 03-31-2024 false Diligent Investors, LLC

132 WEST RAMSEY STREET BANNING CA 92220

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30303M102 BBG001SQCQC5 2952631 6081 SH SOLE 0 0 6081 METLIFE INC COM 59156R108 BBG001S5T3R8 1215404 16400 SH SOLE 0 0 16400 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 303812 2577 SH SOLE 0 0 2577 MICROSOFT CORP COM 594918104 BBG001S5TD05 22945554 54539 SH SOLE 0 0 54539 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1636746 23382 SH SOLE 0 0 23382 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 1333453 14162 SH SOLE 0 0 14162 NASDAQ INC COM 631103108 BBG001SKTBJ6 340740 5400 SH SOLE 0 0 5400 NETFLIX INC COM 64110L106 BBG001SF6L46 598827 986 SH SOLE 0 0 986 NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 32846 10201 SH SOLE 0 0 10201 NEWELL BRANDS INC COM 651229106 BBG001S5TSW7 90747 11301 SH SOLE 0 0 11301 NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 106554 30100 SH SOLE 0 0 30100 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 551416 1152 SH SOLE 0 0 1152 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 710745 10500 SH SOLE 0 0 10500 NUVEEN CALIFORNIA AMT QLT MU COM 670651108 BBG001S94NN7 667212 54915 SH SOLE 0 0 54915 NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 219738 19174 SH SOLE 0 0 19174 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2747606 3041 SH SOLE 0 0 3041 OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 BBG001S6PKJ1 31869 15622 SH SOLE 0 0 15622 OMEGA HEALTHCARE INVS INC COM 681936100 BBG001S736L1 451543 14258 SH SOLE 0 0 14258 ONEOK INC NEW COM 682680103 BBG001S5TWK1 491843 6135 SH SOLE 0 0 6135 PACER FDS TR PACER US SMALL 69374H857 BBG00GXXR1G6 226390 4605 SH SOLE 0 0 4605 PACER FDS TR SWAN SOS FD OF 69374H568 BBG00YPGN435 518835 19209 SH SOLE 0 0 19209 PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 778674 13400 SH SOLE 0 0 13400 PACIFIC PREMIER BANCORP COM 69478X105 BBG001S9JFG6 353520 14730 SH SOLE 0 0 14730 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 485862 1710 SH SOLE 0 0 1710 PAPA JOHNS INTL INC COM 698813102 BBG001S6XNB4 689648 10355 SH SOLE 0 0 10355 PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG001S6L063 185919 15796 SH SOLE 0 0 15796 PEPSICO INC COM 713448108 BBG001S695T1 1068776 6107 SH SOLE 0 0 6107 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 304200 20000 SH SOLE 0 0 20000 PFIZER INC COM 717081103 BBG001S5V466 1648985 59423 SH SOLE 0 0 59423 PHILLIPS 66 COM 718546104 BBG00286S4P7 209239 1281 SH SOLE 0 0 1281 PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 572658 2182 SH SOLE 0 0 2182 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 BBG001S985K5 351200 20000 SH SOLE 0 0 20000 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 223654 1384 SH SOLE 0 0 1384 POOL CORP COM 73278L105 BBG001S5VBK4 2403171 5956 SH SOLE 0 0 5956 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2554178 15742 SH SOLE 0 0 15742 PROSHARES TR BITCOIN STRATE 74347G440 BBG0131STKH5 597389 18495 SH SOLE 0 0 18495 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 1500773 5174 SH SOLE 0 0 5174 PVH CORPORATION COM 693656100 BBG001S5VGY8 369125 2625 SH SOLE 0 0 2625 QUALCOMM INC COM 747525103 BBG001S6VS70 3896506 23015 SH SOLE 0 0 23015 RALPH LAUREN CORP CL A 751212101 BBG001S9TL45 248990 1326 SH SOLE 0 0 1326 REALTY INCOME CORP COM 756109104 BBG001S884K0 1014909 18760 SH SOLE 0 0 18760 REGENCY CTRS CORP COM 758849103 BBG001S7H752 443965 7331 SH SOLE 0 0 7331 RITHM CAPITAL CORP COM NEW 64828T201 BBG003T1GM12 307168 27524 SH SOLE 0 0 27524 RLJ LODGING TR COM 74965L101 BBG001V0BJV4 434962 17761 SH SOLE 0 0 17761 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 263512 905 SH SOLE 0 0 905 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 960890 9852 SH SOLE 0 0 9852 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 4245566 9979 SH SOLE 0 0 9979 SALESFORCE INC COM 79466L302 BBG001SDLP09 1223131 4061 SH SOLE 0 0 4061 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 416534 5758 SH SOLE 0 0 5758 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 1863617 37994 SH SOLE 0 0 37994 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 273695 5677 SH SOLE 0 0 5677 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 1057349 17319 SH SOLE 0 0 17319 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 927243 11387 SH SOLE 0 0 11387 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 3860957 78411 SH SOLE 0 0 78411 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 1698163 18250 SH SOLE 0 0 18250 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 1021750 10822 SH SOLE 0 0 10822 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 529786 12578 SH SOLE 0 0 12578 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 868368 6894 SH SOLE 0 0 6894 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 235563 1281 SH SOLE 0 0 1281 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1641736 11113 SH SOLE 0 0 11113 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 673029 10252 SH SOLE 0 0 10252 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 629392 3022 SH SOLE 0 0 3022 SEMPRA COM 816851109 BBG001SBVZ73 742004 10330 SH SOLE 0 0 10330 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 578421 8628 SH SOLE 0 0 8628 SHOPIFY INC CL A 82509L107 BBG004DW5NC7 249413 3232 SH SOLE 0 0 3232 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 2139599 13672 SH SOLE 0 0 13672 SOUTHERN CO COM 842587107 BBG001S5W777 426150 5940 SH SOLE 0 0 5940 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 405063 1969 SH SOLE 0 0 1969 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 7269870 202842 SH SOLE 0 0 202842 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 1722213 47588 SH SOLE 0 0 47588 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 235298 450 SH SOLE 0 0 450 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 848227 24325 SH SOLE 0 0 24325 SPDR SER TR NUVEEN BLMBRG MU 78468R721 BBG001SRSPW6 260868 5612 SH SOLE 0 0 5612 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 329656 6949 SH SOLE 0 0 6949 SPDR SER TR PORTFOLIO S&P400 78464A847 BBG001SPT9T9 275737 5169 SH SOLE 0 0 5169 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 330416 5370 SH SOLE 0 0 5370 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 311461 10462 SH SOLE 0 0 10462 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 15673833 214270 SH SOLE 0 0 214270 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 15184396 303082 SH SOLE 0 0 303082 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 7405470 84838 SH SOLE 0 0 84838 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 6854058 90185 SH SOLE 0 0 90185 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 1730993 19844 SH SOLE 0 0 19844 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1824629 21991 SH SOLE 0 0 21991 SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 256203 2700 SH SOLE 0 0 2700 SPROTT PHYSICAL GOLD TR UNIT 85207H104 BBG001T66XM9 179055 10350 SH SOLE 0 0 10350 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 144246 17400 SH SOLE 0 0 17400 STARBUCKS CORP COM 855244109 BBG001S72KH6 431049 4717 SH SOLE 0 0 4717 STEELCASE INC CL A 858155203 BBG001S89FD2 132108 10100 SH SOLE 0 0 10100 STELLANTIS N.V SHS N82405106 BBG0078ZLDH8 720235 25450 SH SOLE 0 0 25450 SUNRUN INC COM 86771W105 BBG0025XVR94 145573 11045 SH SOLE 0 0 11045 SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3Q2 790201 18326 SH SOLE 0 0 18326 SYSCO CORP COM 871829107 BBG001S5WJS8 292492 3603 SH SOLE 0 0 3603 TANGER INC COM 875465106 BBG001S7BZV7 665173 22525 SH SOLE 0 0 22525 TARGET CORP COM 87612E106 BBG001SC0K41 561260 3167 SH SOLE 0 0 3167 TEREX CORP NEW COM 880779103 BBG001S6PZQ0 815304 12660 SH SOLE 0 0 12660 TESLA INC COM 88160R101 BBG001SQKGD7 1006419 5725 SH SOLE 0 0 5725 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 599522 3441 SH SOLE 0 0 3441 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 565124 1556 SH SOLE 0 0 1556 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 1329877 5284 SH SOLE 0 0 5284 TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 473168 2056 SH SOLE 0 0 2056 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 217004 5567 SH SOLE 0 0 5567 TRUSTMARK CORP COM 898402102 BBG001S6JGT6 249692 8883 SH SOLE 0 0 8883 TYSON FOODS INC CL A 902494103 BBG001S871D5 337903 5754 SH SOLE 0 0 5754 UBS GROUP AG SHS H42097107 BBG007936GX0 308767 10051 SH SOLE 0 0 10051 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 322045 6417 SH SOLE 0 0 6417 UNION PAC CORP COM 907818108 BBG001S5X2M0 590661 2402 SH SOLE 0 0 2402 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1000471 6731 SH SOLE 0 0 6731 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 270822 547 SH SOLE 0 0 547 UTZ BRANDS INC COM CL A 918090101 BBG00M8652J9 200763 10887 SH SOLE 0 0 10887 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 460522 2698 SH SOLE 0 0 2698 VALVOLINE INC COM 92047W101 BBG003DNHV65 1168670 26221 SH SOLE 0 0 26221 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 613558 2456 SH SOLE 0 0 2456 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 524653 6067 SH SOLE 0 0 6067 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 432132 1663 SH SOLE 0 0 1663 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1073443 6591 SH SOLE 0 0 6591 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 316602 4702 SH SOLE 0 0 4702 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1723146 41066 SH SOLE 0 0 41066 VIATRIS INC COM 92556V106 BBG00Y52JV51 121084 10141 SH SOLE 0 0 10141 VISA INC COM CL A 92826C839 BBG001SRCFY3 5290080 18955 SH SOLE 0 0 18955 WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 1048904 48359 SH SOLE 0 0 48359 WALMART INC COM 931142103 BBG001S5XH92 3081408 51212 SH SOLE 0 0 51212 WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 135559 15528 SH SOLE 0 0 15528 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 417840 1960 SH SOLE 0 0 1960 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 1004988 17339 SH SOLE 0 0 17339 WESTERN ASSET INVT GRADE DEF COM 95790A101 BBG001T3HG69 172900 10000 SH SOLE 0 0 10000 WESTERN UN CO COM 959802109 BBG001SR0YK0 156576 11200 SH SOLE 0 0 11200 WESTROCK CO COM 96145D105 BBG008NXC581 1098144 22207 SH SOLE 0 0 22207 WILLIAMS COS INC COM 969457100 BBG001S5XH10 747391 19179 SH SOLE 0 0 19179 WORLD GOLD TR SPDR GLD MINIS 98149E303 BBG00L8YYQ05 871661 19788 SH SOLE 0 0 19788 WP CAREY INC COM 92936U109 BBG001S67MM3 605971 10737 SH SOLE 0 0 10737 WYNDHAM HOTELS & RESORTS INC COM 98311A105 BBG00HCY3Q76 339389 4422 SH SOLE 0 0 4422 ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 429463 3254 SH SOLE 0 0 3254 ZOETIS INC CL A 98978V103 BBG0039320P7 2318552 13702 SH SOLE 0 0 13702