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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Diligent Investors LLC
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| CRD # | 158708 |
| SEC # | 801-72643 |
| CIK # | 0001549042 |
| AUM | $664.7 M (2025-02-11) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 909-792-2894 |
| Address | 1447 Ford Street Redlands, CA 92374 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.7 | ||
| Microsoft Corp | 10.9 | ||
| Nvidia Corp | 6.1 | ||
| VISA Inc | 6.1 | ||
| Trebia Acquisition Corp | 5.9 | ||
| Facebook Inc | 5.0 | ||
| McGraw-hill Companies Inc | 4.4 | ||
| Walt Disney Co | 4.3 | ||
| Amazon Com Inc | 4.2 | ||
| Chevron Corp | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 451 | 123.8 |
| (b) Individuals (high net worth individuals) | 159 | 413.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 92 | 79.9 |
| (h) Charitable organizations | 10 | 19.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 28.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,922 | 664.7 |
| By Discretionary | ||
| Discretionary | 1,922 | 664.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,922 | 664.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 664.7 | |
| Total | 1,922 | 664.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001549042] |
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|---|---|---|
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Smithbridge Asset Management Inc
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PA | 0.7 |
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EagleClaw Capital Management LLC
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MA | 0.7 |
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Seamount Financial Group Inc
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CO | 0.7 |
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Parker Investment Management LLC
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0.7 | |
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Duncker Streett & Co LLC
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Windsor Capital Management LLC
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AZ | 0.7 |
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Opes Wealth Management LLC
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CA | 0.7 |
|
Nymbus Capital Inc
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|
0.7 | |
|
Forthright Wealth Management LLC
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|
GA | 0.7 |
|
Rose Capital Advisors LLC
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|
FL | 0.7 |