Delta Investment Management, LLC Purchases in Q1 2025

Delta Investment Management, LLC

  • $381 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
24.4K
+ 69.34%
$375.39 - $447.2 $9.16M - $10.9M
59.6K $22.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
59.1K
+ 91.08%
$100.32 - $100.76 $5.93M - $5.96M
124K $12.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$663000.0 - $801950.0 $3.32M - $4.01M
5 $3.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
216
+ 0.95%
$442.66 - $534.52 $95.6K - $115K
23.1K $12.3M
WDAY
Workday, Inc.

Technology
9.28K
+ 72.87%
$233.53 - $277.82 $2.17M - $2.58M
22K $5.14M
EPD
Enterprise Products Partners L.P.

Energy
22.3K
+ 7.0%
$31.75 - $34.14 $709K - $762K
341K $11.6M
MPLX
Mplx LP

Energy
20.3K
New
$47.88 - $54.65 $971K - $1.11M
20.3K $1.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.4K
+ 200.0%
$165.25 - $224.62 $727K - $989K
6.6K $1.1M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
38.4K
+ 31.06%
$16.18 - $17.82 $621K - $684K
162K $2.72M
XOM
Exxon Mobil Corp

Energy
4.15K
+ 32.5%
$105.44 - $118.93 $437K - $493K
16.9K $2.01M
CVX
Chevron Corp

Energy
1.18K
+ 7.06%
$146.71 - $167.97 $172K - $197K
17.8K $2.98M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
95
+ 0.08%
$24.11 - $28.41 $2.29K - $2.7K
115K $3.27M
AGX
Argan Inc

Industrials
4.09K
New
$104.05 - $185.35 $426K - $758K
4.09K $536K
JPM
Jpmorgan Chase & CO

Financial Services
2K
+ 33.78%
$225.19 - $279.95 $450K - $560K
7.92K $1.94M
AVNT
Avient Corp

Basic Materials
14.1K
New
$36.91 - $44.21 $519K - $622K
14.1K $522K
SCHW
Schwab Charles Corp

Financial Services
5.26K
New
$71.24 - $83.64 $375K - $440K
5.26K $411K
VPC
Etfis Ser Tr I Virtus Private

ETFs
21.9K
+ 17.78%
$21.02 - $22.9 $461K - $502K
145K $3.05M
DELL
Dell Technologies Inc.

Technology
4.02K
New
$90.34 - $124.66 $363K - $501K
4.02K $366K
KODK
Eastman Kodak CO

Industrials
52K
New
$6.15 - $8.08 $320K - $420K
52K $328K
DHR
Danaher Corp

Healthcare
1.53K
+ 165.58%
$201.62 - $250.59 $307K - $382K
2.45K $501K
GLD
Spdr Gold Trust

ETFs
108
+ 1.98%
$243.19 - $288.14 $26.3K - $31.1K
5.55K $1.6M
BSX
Boston Scientific Corp

Healthcare
2.77K
New
$89.38 - $106.18 $248K - $294K
2.77K $279K
SRE
Sempra Energy

Utilities
3.6K
New
$67.85 - $87.67 $245K - $316K
3.6K $257K
EQT
Eqt Corp

Energy
4.82K
New
$46.16 - $54.25 $222K - $261K
4.82K $257K
DOCS
Doximity, Inc.

Healthcare
4.39K
New
$49.71 - $83.14 $218K - $365K
4.39K $254K
LAKE
Lakeland Industries Inc

Consumer Cyclical
16.1K
+ 92.26%
$18.76 - $26.47 $301K - $425K
33.5K $679K
FTCS
First Trust Capital Strength E

ETFs
2.49K
New
$86.39 - $91.35 $215K - $228K
2.49K $223K
VZ
Verizon Communications Inc

Communication Services
4.81K
New
$37.81 - $46.49 $182K - $223K
4.81K $218K
IRT
Independence Realty Trust, Inc.

Real Estate
9.96K
New
$18.23 - $21.8 $181K - $217K
9.96K $211K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.02K
New
$180.02 - $208.56 $183K - $212K
1.02K $210K
TMUS
T Mobile Us, Inc.

Communication Services
349
+ 14.33%
$211.3 - $272.83 $73.7K - $95.2K
2.79K $742K
GBIL
Goldman Sachs Access Treasury

ETFs
1.76K
+ 5.57%
$99.85 - $100.19 $176K - $176K
33.4K $3.35M
ABBV
Abb Vie Inc.

Healthcare
253
+ 6.68%
$169.2 - $216.66 $42.8K - $54.8K
4.04K $846K
GE
General Electric CO

Industrials
114
+ 2.62%
$168.59 - $212.13 $19.2K - $24.2K
4.47K $893K
UNH
Unitedhealth Group Inc

Healthcare
86
+ 1.28%
$461.52 - $548.18 $39.7K - $47.1K
6.78K $3.55M
PULS
Pgim ETF Tr

ETFs
3.3K
+ 42.23%
$49.56 - $49.78 $164K - $164K
11.1K $552K
ABT
Abbott Laboratories

Healthcare
298
+ 4.8%
$111.1 - $140.22 $33.1K - $41.8K
6.51K $863K
IBM
International Business Machines Corp

Technology
2
+ 0.04%
$217.4 - $264.74 $435 - $529
5.27K $1.31M
CB
Chubb LTD

Financial Services
326
+ 18.02%
$257.71 - $301.99 $84K - $98.4K
2.14K $644K
INGR
Ingredion Inc

Consumer Defensive
1K
+ 41.04%
$125.6 - $137.36 $126K - $138K
3.45K $466K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.04%
$725.72 - $929.72 $726 - $930
2.29K $1.89M
KO
Coca Cola CO

Consumer Defensive
793
+ 13.17%
$60.81 - $72.32 $48.2K - $57.3K
6.81K $487K
VIG
Vanguard Dividend Appreciation

ETFs
614
+ 36.16%
N/A
2.31K $421K
CRWD
Crowd Strike Holdings, Inc.

Technology
213
+ 6.46%
$308.86 - $455.36 $65.8K - $97K
3.51K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
95
+ 16.55%
$890.62 - $1076.86 $84.6K - $102K
669 $632K
VTI
Vanguard Total Stock Market Et

ETFs
456
+ 31.06%
$271.18 - $303.12 $124K - $138K
1.92K $528K
HWM
Howmet Aerospace Inc.

Industrials
2
+ 0.04%
$110.79 - $139.39 $222 - $279
4.63K $600K
AMGN
Amgen Inc

Healthcare
5
+ 0.3%
$258.59 - $327.36 $1.29K - $1.64K
1.65K $515K
DBI
Designer Brands Inc.

Consumer Cyclical
23K
New
$3.25 - $5.93 $74.8K - $136K
23K $83K
Activity Summary
Buys All Purchases 125 New Holdings 23 Increased Positions 102 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Delta Investment Management, LLC Portfolio

Follow Delta Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delta Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delta Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email