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Diligent Investors, LLC Buys WestRock Co, Raytheon Technologies Corp, Berkshire Hathaway Inc, Sells American States Water Co, Apartment Investment & Management Co, Neuberger Berman CA Muni Fund

Redlands, CA, based Investment company Diligent Investors, LLC (Current Portfolio) buys WestRock Co, Raytheon Technologies Corp, Berkshire Hathaway Inc, Vanguard S&P 500, SPDR Russell 1000 ETF, sells American States Water Co, Apartment Investment & Management Co, Neuberger Berman CA Muni Fund, American Eagle Outfitters Inc, FS KKR Capital Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Diligent Investors, LLC. As of 2020Q2, Diligent Investors, LLC owns 188 stocks with a total value of $196 million. These are the details of the buys and sells.

For the details of Diligent Investors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/diligent+investors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Diligent Investors, LLC
  1. iShares Core U.S. Aggregate Bond (AGG) - 125,478 shares, 7.55% of the total portfolio. Shares reduced by 1.54%
  2. Microsoft Corp (MSFT) - 62,981 shares, 6.52% of the total portfolio. Shares reduced by 0.46%
  3. Apple Inc (AAPL) - 23,533 shares, 4.37% of the total portfolio. Shares added by 0.31%
  4. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 161,415 shares, 3.69% of the total portfolio. Shares added by 0.01%
  5. SPDR Series Trust Portfolio S&P 500 Value (SPYV) - 202,962 shares, 2.99% of the total portfolio. Shares added by 1.23%
New Purchase: WestRock Co (WRK)

Diligent Investors, LLC initiated holding in WestRock Co. The purchase prices were between $24.16 and $34.15, with an estimated average price of $28.42. The stock is now traded at around $26.22. The impact to a portfolio due to this purchase was 0.43%. The holding were 30,203 shares as of .

New Purchase: Raytheon Technologies Corp (RTX)

Diligent Investors, LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $58.11. The impact to a portfolio due to this purchase was 0.31%. The holding were 9,795 shares as of .

New Purchase: Vanguard S&P 500 (VOO)

Diligent Investors, LLC initiated holding in Vanguard S&P 500. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $288.90. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,871 shares as of .

New Purchase: SPDR Russell 1000 ETF (ELR)

Diligent Investors, LLC initiated holding in SPDR Russell 1000 ETF. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 0.25%. The holding were 13,440 shares as of .

New Purchase: Invesco S&P 500 Equal Weight (RSP)

Diligent Investors, LLC initiated holding in Invesco S&P 500 Equal Weight. The purchase prices were between $79.83 and $113.09, with an estimated average price of $96.19. The stock is now traded at around $100.38. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,410 shares as of .

New Purchase: JPMorgan Chase & Co (JPM)

Diligent Investors, LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $91.28. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,729 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Diligent Investors, LLC added to a holding in Berkshire Hathaway Inc by 28.21%. The purchase prices were between $169.25 and $201.56, with an estimated average price of $182.68. The stock is now traded at around $178.80. The impact to a portfolio due to this purchase was 0.28%. The holding were 13,977 shares as of .

Added: Boeing Co (BA)

Diligent Investors, LLC added to a holding in Boeing Co by 51.43%. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $173.28. The impact to a portfolio due to this purchase was 0.23%. The holding were 7,184 shares as of .

Added: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Diligent Investors, LLC added to a holding in SPDR Index Shares Fund Portfolio Emerging Markets by 24.24%. The purchase prices were between $27.38 and $34.3, with an estimated average price of $31.2. The stock is now traded at around $36.34. The impact to a portfolio due to this purchase was 0.11%. The holding were 33,263 shares as of .

Added: Nuveen Quality Municipal Income Fund (NAD)

Diligent Investors, LLC added to a holding in Nuveen Quality Municipal Income Fund by 76.95%. The purchase prices were between $12.79 and $14.1, with an estimated average price of $13.65. The stock is now traded at around $14.33. The impact to a portfolio due to this purchase was 0.09%. The holding were 29,082 shares as of .

Added: BlackRock MuniHoldings California Quality Fund Inc (MUC)

Diligent Investors, LLC added to a holding in BlackRock MuniHoldings California Quality Fund Inc by 26.04%. The purchase prices were between $12.55 and $14.15, with an estimated average price of $13.38. The stock is now traded at around $14.12. The impact to a portfolio due to this purchase was 0.08%. The holding were 51,282 shares as of .

Added: SPDR Select Sector Fund - Financial (XLF)

Diligent Investors, LLC added to a holding in SPDR Select Sector Fund - Financial by 40.11%. The purchase prices were between $19.55 and $26.74, with an estimated average price of $22.68. The stock is now traded at around $22.68. The impact to a portfolio due to this purchase was 0.05%. The holding were 15,268 shares as of .

Sold Out: Apartment Investment & Management Co (AIV)

Diligent Investors, LLC sold out a holding in Apartment Investment & Management Co. The sale prices were between $30.64 and $43.82, with an estimated average price of $37.19.

Sold Out: American States Water Co (AWR)

Diligent Investors, LLC sold out a holding in American States Water Co. The sale prices were between $73.85 and $90.1, with an estimated average price of $79.86.

Sold Out: Neuberger Berman CA Muni Fund Inc. (NBW)

Diligent Investors, LLC sold out a holding in Neuberger Berman CA Muni Fund Inc.. The sale prices were between $11.85 and $13.15, with an estimated average price of $12.53.

Sold Out: American Eagle Outfitters Inc (AEO)

Diligent Investors, LLC sold out a holding in American Eagle Outfitters Inc. The sale prices were between $6.73 and $13.06, with an estimated average price of $9.43.

Sold Out: FS KKR Capital Corp (FSK)

Diligent Investors, LLC sold out a holding in FS KKR Capital Corp. The sale prices were between $11.16 and $18, with an estimated average price of $14.05.

Sold Out: Transocean Ltd (RIG)

Diligent Investors, LLC sold out a holding in Transocean Ltd. The sale prices were between $0.84 and $3.75, with an estimated average price of $1.54.



Here is the complete portfolio of Diligent Investors, LLC. Also check out:

1. Diligent Investors, LLC's Undervalued Stocks
2. Diligent Investors, LLC's Top Growth Companies, and
3. Diligent Investors, LLC's High Yield stocks
4. Stocks that Diligent Investors, LLC keeps buying

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