Delta Financial Group, Inc. Reduced Holdings in Q1 2025

Delta Financial Group, Inc.

  • $438 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-134
- 2.74%
$222.15 - $428.22 $29.8K - $57.4K
4.76K $1.33M
DIS
Walt Disney CO

Communication Services
-1.06K
- 7.33%
$96.87 - $114.0 $103K - $121K
13.4K $1.35M
NVO
Novo Nordisk A S

Healthcare
-200
- 0.93%
$69.3 - $90.95 $13.9K - $18.2K
21.3K $1.6M
Ge Healthcare Technologies I
-3.04K
- 53.56%
N/A
2.63K $215K
CSCO
Cisco Systems, Inc.

Technology
-4.28K
- 15.82%
$58.74 - $64.87 $251K - $277K
22.8K $1.39M
UPS
United Parcel Service Inc

Industrials
-1.04K
- 11.93%
$109.66 - $136.26 $114K - $142K
7.67K $888K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.64K
- 17.93%
$47.59 - $48.35 $173K - $176K
16.7K $804K
NKE
Nike, Inc.

Consumer Cyclical
-1.36K
- 18.09%
$63.29 - $81.72 $85.8K - $111K
6.14K $413K
MUB
Ishares National Muni Bond ETF

ETFs
-962
- 9.45%
$104.71 - $107.69 $101K - $104K
9.22K $973K
HON
Honeywell International Inc

Industrials
-40
- 0.74%
$202.75 - $226.52 $8.11K - $9.06K
5.38K $1.14M
PEP
Pepsico Inc

Consumer Defensive
-268
- 3.73%
$142.64 - $156.42 $38.2K - $41.9K
6.93K $1.01M
NEE
Nextera Energy Inc

Utilities
-656
- 6.94%
$66.96 - $76.16 $43.9K - $50K
8.8K $617K
BX
Blackstone Inc.

Financial Services
-3
- 0.11%
$136.53 - $186.74 $410 - $560
2.64K $402K
Ge Vernova Inc
-271
- 9.94%
N/A
2.45K $843K
BP
Bp PLC

Energy
-2.79K
- 30.12%
$29.93 - $35.31 $83.5K - $98.5K
6.47K $221K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-532
- 3.45%
$100.32 - $100.76 $53.4K - $53.6K
14.9K $1.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.19K
- 4.06%
$25.58 - $29.24 $30.5K - $34.8K
28.1K $764K
PEG
Public Service Enterprise Group Inc

Utilities
-316
- 1.68%
$78.2 - $90.39 $24.7K - $28.6K
18.5K $1.54M
CAT
Caterpillar Inc

Industrials
-13
- 0.67%
$326.75 - $407.63 $4.25K - $5.3K
1.91K $654K
PANW
Palo Alto Networks Inc

Technology
-300
- 6.49%
$167.82 - $208.28 $50.3K - $62.5K
4.33K $799K
CMCSA
Comcast Corp

Communication Services
-583
- 2.87%
$33.19 - $38.23 $19.3K - $22.3K
19.7K $722K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-51
- 3.54%
$168.84 - $202.89 $8.61K - $10.3K
1.39K $245K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-125
- 2.86%
$62.43 - $84.12 $7.8K - $10.5K
4.25K $296K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-382
- 7.51%
$76.94 - $78.28 $29.4K - $29.9K
4.7K $367K
CLBK
Columbia Financial, Inc.

Financial Services
-500
- 1.37%
$14.76 - $16.27 $7.38K - $8.14K
36.1K $554K
BAC
Bank Of America Corp

Financial Services
-102
- 0.54%
$39.61 - $47.74 $4.04K - $4.87K
18.6K $803K
Capital Grp Fixed Incm ETF T
-1.35K
- 3.92%
N/A
33.2K $870K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-270
- 5.02%
$77.7 - $78.94 $21K - $21.3K
5.11K $402K
TXN
Texas Instruments Inc

Technology
-65
- 3.95%
N/A
1.58K $293K
AMAT
Applied Materials Inc

Technology
-19
- 1.24%
$145.06 - $195.51 $2.76K - $3.71K
1.51K $234K
VBR
Vanguard Small Cap Value ETF

ETFs
-28
- 1.78%
$183.02 - $207.75 $5.12K - $5.82K
1.55K $297K
XLI
Industrial Sector Spdr

ETFs
-131
- 7.8%
$128.78 - $141.67 $16.9K - $18.6K
1.55K $208K
CL
Colgate Palmolive CO

Consumer Defensive
-142
- 2.46%
$85.68 - $97.5 $12.2K - $13.8K
5.64K $513K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-684
- 3.46%
$19.42 - $19.54 $13.3K - $13.4K
19.1K $372K
ESPR
Esperion Therapeutics, Inc.

Healthcare
-200
- 0.86%
$1.44 - $2.34 $288 - $468
23.2K $40K
D
Dominion Energy, Inc

Utilities
-240
- 3.53%
$52.85 - $57.43 $12.7K - $13.8K
6.56K $356K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-427
- 1.49%
$19.43 - $19.62 $8.3K - $8.38K
28.1K $550K
V
Visa Inc.

Financial Services
-638
- 8.3%
$306.92 - $362.71 $196K - $231K
7.05K $2.43M
CGCP
Capital Group Core Plus Income

ETFs
-439
- 2.39%
$21.94 - $22.64 $9.63K - $9.94K
17.9K $403K
VLY
Valley National Bancorp

Financial Services
-500
- 1.55%
$8.56 - $10.42 $4.28K - $5.21K
31.8K $291K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-924
- 2.89%
$12.04 - $13.32 $11.1K - $12.3K
31K $390K
BA
Boeing CO

Industrials
-39
- 1.53%
$148.15 - $186.25 $5.78K - $7.26K
2.5K $453K
IWD
Ishares Russell 1000 Val ETF

ETFs
-16
- 0.75%
$182.82 - $196.21 $2.93K - $3.14K
2.12K $402K
INTC
Intel Corp

Technology
-1.68K
- 14.54%
$19.1 - $27.39 $32.1K - $46K
9.88K $239K
TMUS
T Mobile Us, Inc.

Communication Services
-200
- 11.66%
$211.3 - $272.83 $42.3K - $54.6K
1.52K $392K
C
Citigroup Inc

Financial Services
-49
- 1.01%
$67.23 - $84.63 $3.29K - $4.15K
4.8K $356K
Linde PLC
-100
- 6.65%
N/A
1.4K $645K
BUG
Global X Fds Cybersecurity ETF

ETFs
-49
- 0.55%
$31.56 - $36.78 $1.55K - $1.8K
8.78K $299K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-18
- 0.51%
$56.12 - $68.15 $1.01K - $1.23K
3.55K $230K
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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