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DILIGENT INVESTORS, LLC Information

1901 ORANGE TREE LANE, REDLANDS, California, 92374, (909) 792-2894

Report Date: 03/31/2019

Position Statistics

Total Positions 207
New Positions 15
Increased Positions 81
Decreased Positions 69
Positions with Activity 150
Sold Out Positions 3
Total Mkt Value (in $ millions) 187

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 1.86%
Basic Materials 1.31%
Industrials 9.24%
Consumer Cyclicals 8.37%
Consumer Non-Cyclicals 7.34%
Financials 38.88%
Healthcare 8.01%
Technology 21.3%
Telecommunication Services 1.85%
Utilities 0.3%

207 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MICROSOFT CORP COM 9,154 493 5.69 65,907
PACIFIC PREMIER BANCORP COM 6,831 New 225,744
VISA INC COM CL A 6,319 22 .35 34,996
APPLE INC COM 6,144 120 2.00 29,939
DISNEY WALT CO COM DISNEY 5,251 688 15.07 36,199
INTEL CORP COM 3,873 46 1.20 77,275
SPDR SERIES TRUST PORTFOLIO LN TSR 3,524 -82 (2.29) 93,482
S&P GLOBAL INC COM 3,435 -26 (0.75) 14,259
GLOBAL PMTS INC COM 3,244 -20 (0.61) 19,549
INVESCO EXCHNG TRADED FD TR II FNDMNTL HY CRP 3,028 -121 (3.85) 159,552
AT&T INC COM 2,852 91 3.30 84,614
INVESCO EXCHNG TRADED FD TR II EMRNG MKT SVRG 2,815 130 4.84 96,179
PFIZER INC COM 2,749 -20 (0.71) 64,307
SPDR SERIES TRUST WELLS FG PFD ETF 2,745 70 2.61 63,329
QUALCOMM INC COM 2,540 308 13.82 33,672
DIREXION SHS ETF TR NAS100 EQL WGT 2,422 75 3.21 47,381
SPDR SERIES TRUST S&P 400 MDCP GRW 2,370 15 .62 43,287
INVESCO EXCHANGE TRADED FD TR S&P500 PUR GWT 2,349 94 4.18 19,212
WALMART INC COM 2,333 New 20,288
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,300 2 .09 10,770