Analyzing Diligent Investors, LLC Q3 2022 vs. Q4 2022 13F Holdings: Which Companies Experienced Significant Changes?

As we near the end of 2022, let's take a closer look at the holdings of Diligent Investors, LLC as listed in the latest 13F filing for Q3 and Q4 of 2022. By analyzing the changes in holdings of some of the largest companies on the list, we can gain insight into trends in the market and the decisions made by one of the most successful investment firms.

Microsoft Corporation (MSFT)

Although Microsoft Corporation's shares remained relatively stable between Q3 and Q4 of 2022, with only a 0.08% decrease, the value of Diligent Investors, LLC's investment increased significantly by 2.9% to $14,078,000. This suggests a promising outlook for the technology giant, which has recently established itself as a leader in the cloud computing industry.

SPDR S&P 500 Value ETF (SPYV)

Diligent Investors, LLC decreased its holdings in the SPDR S&P 500 Value ETF from 363,190 shares in Q3 to 359,966 shares in Q4, resulting in a 11.8% increase in value to $13,999,000. This indicates a shift in focus towards value investment rather than growth.

Apple Inc. (AAPL)

The 6.6% decrease in the number of Apple Inc. shares held by Diligent Investors, LLC may come as a surprise to some given the tech giant's recent growth in revenue due to the popularity of its latest products. However, the value of the investment only decreased by 6.6% to $10,434,000, suggesting that the firm still views Apple as a secure long-term investment.

Schwab US Aggregate Bond ETF (AGG)

Diligent Investors, LLC significantly decreased its holdings in the Schwab US Aggregate Bond ETF, with a reduction of 5.2% in the number of shares held, resulting in a 4.7% decrease in the value of the investment. This move is likely in response to the current state of the bond market, which has experienced fluctuations due to changing interest rates.

Chevron Corporation (CVX)

Chevron Corporation saw a 26.7% increase in the value of Diligent Investors, LLC's investment, despite only a 1.3% increase in shares held. This suggests a bullish outlook for the company, which has been making strategic investments in renewable energy and technology.

Walmart Inc. (WMT)

Diligent Investors, LLC increased its holdings in Walmart Inc. by 8.1% between Q3 and Q4 of 2022, resulting in a 8.3% increase in the value of the investment. This move is likely in response to the retail giant's recent focus on e-commerce, which has seen a significant increase in revenue.

In conclusion, the changes in holdings of Diligent Investors, LLC provide insight into the current state of the market and the investment decisions of one of the most successful firms in the industry. These insights can be used by both individual and institutional investors to fine-tune their investment strategies and maximize returns.