Diligent Investors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the world of investing, staying diligent is crucial for achieving success. Diligent Investors, LLC, a prominent investment firm, recently released its Q3 2023 and Q4 2023 13F holdings comparisons. These comparisons shed light on the changes in various fund holdings over the course of the two quarters.

Let's take a closer look at some of the significant changes that occurred during this period.

Microsoft Corporation (MSFT):

- In Q3 2023, Diligent Investors held 54,166 shares of Microsoft, with a value of $17,102,000.

- In Q4 2023, the number of shares remained relatively unchanged at 54,275, but the value increased to $20,409,000.

- This represents a 19.3% increase in the value of Microsoft holdings.

Apple Inc. (AAPL):

- Diligent Investors held 80,210 shares of Apple in Q3 2023, with a value of $13,732,000.

- By Q4 2023, the number of shares increased slightly to 83,084, and the value rose to $15,996,000.

- The value of Apple holdings increased by 16.5% during this period.

SPDR Series Trust (SPYV):

- In Q3 2023, Diligent Investors held 318,096 shares of SPYV with a value of $13,124,000.

- However, by Q4 2023, the number of shares decreased to 304,581, and the value increased to $14,202,000.

- Despite the decrease in shares, the value of SPYV holdings increased by 8.2%.

These are just a few examples of the changes in holdings that Diligent Investors experienced during the Q3 and Q4 of 2023. The data shows both increases and decreases in holdings across various companies and sectors. It is important to note that these changes are based on the market conditions and investment strategies adopted by Diligent Investors during this period.

Investors and market analysts find 13F filings valuable as they provide insights into the investment activities of institutional investors. Although the holdings comparison presented here doesn't indicate the reasoning behind these changes, it does offer a glimpse into the shifting dynamics of the portfolio.

The 13F filings are filed with the Securities and Exchange Commission by institutional investment managers who hold assets under management (AUM) of at least $100 million. These filings provide a snapshot of the investor's portfolio holdings, providing transparency and potentially influencing other investors' decisions.

Understanding the changes in holdings can assist investors in making informed decisions about their own portfolios. It also highlights the importance of diligence in managing investments. As market conditions evolve, it is crucial to stay vigilant and adapt investment strategies accordingly.

In conclusion, Diligent Investors, LLC's Q3 2023 vs. Q4 2023 13F holdings comparison unveils the changes in holdings across various companies. It underscores the significance of staying diligent in managing investments and adapting to market conditions.