Delta Financial Group, Inc. Incresed Positions in Q1 2025

Delta Financial Group, Inc.

  • $438 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
56.4K
+ 63.57%
$50.39 - $50.66 $2.84M - $2.86M
145K $7.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 0.27%
$442.66 - $534.52 $35.4K - $42.8K
30.2K $15.9M
UNH
Unitedhealth Group Inc

Healthcare
2.99K
+ 182.26%
$461.52 - $548.18 $1.38M - $1.64M
4.63K $2.39M
NVDA
Nvidia Corp

Technology
13.5K
+ 32.34%
$106.98 - $149.43 $1.44M - $2.02M
55.2K $6.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.2K
+ 12.28%
$79.17 - $82.04 $883K - $915K
102K $8.29M
CGXU
Capital Group Intl Focus Equit

ETFs
24.5K
+ 9.1%
$24.48 - $26.59 $600K - $651K
294K $7.58M
CGDV
Capital Group Divid Value ETF

ETFs
19.5K
+ 11.58%
$34.95 - $37.36 $682K - $729K
188K $6.86M
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.2K
+ 203.88%
$45.56 - $47.23 $874K - $906K
28.6K $1.34M
VDE
Vanguard Energy ETF

ETFs
3.89K
+ 13.28%
$119.14 - $132.76 $463K - $516K
33.2K $4.31M
LLY
Eli Lilly & CO

Healthcare
141
+ 2.1%
$725.72 - $929.72 $102K - $131K
6.87K $5.94M
VTV
Vanguard Value ETF

ETFs
2.27K
+ 4.72%
$167.73 - $179.21 $381K - $407K
50.4K $8.8M
JNJ
Johnson & Johnson

Healthcare
706
+ 2.88%
$142.06 - $167.7 $100K - $118K
25.2K $4.12M
COST
Costco Wholesale Corp

Consumer Defensive
579
+ 21.36%
$890.62 - $1076.86 $516K - $624K
3.29K $3.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.04K
+ 41.45%
$468.34 - $539.52 $485K - $558K
3.53K $1.73M
AXP
American Express CO

Financial Services
1.85K
+ 41.74%
$255.39 - $325.87 $472K - $602K
6.27K $1.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
774
+ 32.38%
$551.42 - $612.93 $427K - $474K
3.16K $1.82M
BMY
Bristol Myers Squibb CO

Healthcare
2.78K
+ 6.31%
$53.9 - $63.11 $150K - $175K
46.8K $2.86M
VIS
Vanguard Industrial ETF

ETFs
1.09K
+ 27.79%
$243.63 - $273.99 $265K - $298K
5K $1.28M
GLD
Spdr Gold Trust

ETFs
563
+ 16.52%
$243.19 - $288.14 $137K - $162K
3.97K $1.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.79K
+ 7.31%
$44.41 - $45.98 $213K - $220K
70.3K $3.2M
VPU
Vanguard Utilities ETF

ETFs
720
+ 3.71%
$161.24 - $173.33 $116K - $125K
20.1K $3.43M
JPM
Jpmorgan Chase & CO

Financial Services
227
+ 1.02%
$225.19 - $279.95 $51.1K - $63.5K
22.5K $5.58M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.99K
+ 33.3%
$27.01 - $28.54 $189K - $200K
28K $786K
META
Meta Platforms, Inc.

Communication Services
110
+ 2.95%
$576.36 - $736.67 $63.4K - $81K
3.84K $2.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
391
+ 39.86%
$308.86 - $455.36 $121K - $178K
1.37K $511K
MO
Altria Group, Inc.

Consumer Defensive
106
+ 0.37%
$50.81 - $60.02 $5.39K - $6.36K
28.9K $1.67M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.58K
+ 12.22%
$56.17 - $59.71 $145K - $154K
23.7K $1.37M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
677
+ 2.84%
$58.01 - $64.46 $39.3K - $43.6K
24.5K $1.56M
Blackrock Inc
177
+ 52.84%
N/A
512 $493K
RSP
Invesco S&P 500 Equal Weight E

ETFs
841
+ 21.27%
$169.43 - $182.84 $142K - $154K
4.79K $842K
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.28%
$117.15 - $158.79 $1.52K - $2.06K
4.67K $708K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.9K
+ 7.92%
$18.36 - $20.51 $53.2K - $59.4K
39.5K $800K
PLTR
Palantir Technologies Inc.

Technology
480
+ 13.32%
$64.98 - $124.62 $31.2K - $59.8K
4.08K $395K
IXC
Ishares Tr Global Energy ETF

ETFs
1.65K
+ 12.1%
$38.48 - $42.16 $63.5K - $69.6K
15.3K $636K
CRM
Salesforce, Inc.

Technology
574
+ 54.05%
$268.36 - $359.95 $154K - $207K
1.64K $468K
FISV
Fiserv Inc

Technology
73
+ 1.38%
N/A
5.37K $1.19M
EPD
Enterprise Products Partners L.P.

Energy
2.4K
+ 29.8%
$31.75 - $34.14 $76.1K - $81.8K
10.4K $351K
Blackrock ETF Trust Ii
1.57K
+ 4.6%
N/A
35.6K $1.87M
MA
Mastercard Inc

Financial Services
26
+ 0.54%
$504.67 - $576.31 $13.1K - $15K
4.81K $2.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
204
+ 12.24%
$507.05 - $563.67 $103K - $115K
1.87K $991K
VFH
Vanguard Financial ETF

ETFs
641
+ 19.04%
$114.07 - $127.34 $73.1K - $81.6K
4.01K $486K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
1.21K
+ 14.94%
$38.5 - $43.78 $46.5K - $52.9K
9.3K $395K
VO
Vanguard Mid Cap ETF

ETFs
242
+ 12.37%
$251.87 - $277.95 $61K - $67.3K
2.2K $583K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
638
+ 6.82%
$73.78 - $76.59 $47.1K - $48.9K
10K $760K
MLPX
Global X Mlp & Energy Infrastr

ETFs
7
+ 0.05%
$59.6 - $67.2 $417 - $470
14K $911K
VTI
Vanguard Total Stock Market Et

ETFs
278
+ 7.6%
$271.18 - $303.12 $75.4K - $84.3K
3.94K $1.12M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
158
+ 0.91%
$126.11 - $135.06 $19.9K - $21.3K
17.5K $2.27M
ADP
Automatic Data Processing Inc

Industrials
21
+ 0.26%
$286.85 - $318.64 $6.02K - $6.69K
8.06K $2.41M
SYK
Stryker Corp

Healthcare
21
+ 0.62%
$355.18 - $399.9 $7.46K - $8.4K
3.42K $1.28M
Activity Summary
Buys All Purchases 138 New Holdings 16 Increased Positions 122 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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