Delta Investment Management, LLC Purchases in Q4 2024

Delta Investment Management, LLC

  • $456 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
554K
+ 404.24%
$91.29 - $91.8 $50.6M - $50.9M
691K $63.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
57K
+ 721.06%
$100.22 - $100.73 $5.71M - $5.74M
64.9K $6.51M
ELV
Elevance Health, Inc.

Healthcare
8.99K
New
$365.96 - $514.62 $3.29M - $4.62M
8.99K $3.32M
CI
Cigna Corp

Healthcare
12K
New
$265.59 - $358.58 $3.19M - $4.3M
12K $3.31M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
45.3K
New
$46.48 - $51.32 $2.11M - $2.32M
45.3K $2.18M
UNH
Unitedhealth Group Inc

Healthcare
4.19K
+ 167.31%
$485.52 - $625.25 $2.03M - $2.62M
6.7K $3.39M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
19.9K
+ 470.93%
$61.63 - $71.89 $1.23M - $1.43M
24.2K $1.62M
NVDA
Nvidia Corp

Technology
4.73K
+ 12.07%
$117.0 - $148.88 $553K - $704K
43.9K $5.89M
AAPL
Apple Inc.

Technology
74
+ 0.12%
$221.69 - $259.02 $16.4K - $19.2K
62.8K $15.7M
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
247K
+ 285.4%
$4.42 - $8.5 $1.09M - $2.1M
333K $1.81M
MSTR
Microstrategy Inc

Technology
1.48K
+ 37.81%
$162.69 - $473.83 $240K - $699K
5.38K $1.56M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.01%
$161.86 - $196.66 $324 - $393
36.8K $6.97M
WDAY
Workday, Inc.

Technology
2.46K
+ 23.98%
$233.85 - $279.91 $576K - $689K
12.7K $3.29M
APH
Amphenol Corp

Technology
9.56K
+ 168.59%
$62.07 - $75.35 $593K - $720K
15.2K $1.06M
VPC
Etfis Ser Tr I Virtus Private

ETFs
33.3K
+ 36.91%
$21.52 - $22.98 $716K - $764K
123K $2.68M
SCHA
Schwab Strategic Tr Us Small C

ETFs
24.8K
New
$25.33 - $51.16 $628K - $1.27M
24.8K $641K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
32.4K
+ 35.5%
$15.9 - $17.05 $515K - $552K
124K $2.06M
WCC
Wesco International Inc

Industrials
2.9K
New
$164.11 - $213.19 $476K - $618K
2.9K $524K
RCEL
Avita Medical, Inc.

Healthcare
38K
+ 263.67%
$9.89 - $13.7 $376K - $521K
52.5K $671K
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.3K
+ 12.66%
$57.53 - $60.83 $706K - $746K
109K $6.28M
MAIN
Main Street Capital Corp

Financial Services
5.56K
+ 26.85%
$49.95 - $58.58 $278K - $326K
26.3K $1.54M
PGR
Progressive Corp

Financial Services
1.98K
+ 242.16%
$239.6 - $268.88 $473K - $531K
2.79K $668K
LAKE
Lakeland Industries Inc

Consumer Cyclical
17.4K
New
$18.59 - $25.55 $323K - $445K
17.4K $444K
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.02%
$79.1 - $95.7 $712 - $861
41.6K $3.76M
AVGO
Broadcom Inc.

Technology
339
+ 6.81%
$159.67 - $250.0 $54.1K - $84.8K
5.32K $1.23M
PDFS
Pdf Solutions Inc

Technology
13.6K
New
$27.08 - $33.26 $369K - $453K
13.6K $369K
AMAT
Applied Materials Inc

Technology
2.98K
+ 99.07%
$161.44 - $213.89 $481K - $638K
5.99K $974K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 5.13%
$442.29 - $483.08 $494K - $539K
22.9K $10.4M
PLTR
Palantir Technologies Inc.

Technology
4.63K
New
$36.46 - $82.38 $169K - $381K
4.63K $349K
META
Meta Platforms, Inc.

Communication Services
496
+ 23.17%
$554.08 - $632.68 $275K - $314K
2.64K $1.56M
GLW
Corning Inc

Technology
6.54K
+ 136.66%
$44.11 - $49.76 $288K - $325K
11.3K $538K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.66K
+ 168.09%
$75.95 - $88.05 $354K - $410K
7.43K $566K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
502
New
$521.84 - $558.82 $262K - $281K
502 $270K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
14.4K
+ 14.3%
$23.63 - $26.47 $340K - $381K
115K $2.74M
IWN
Ishares Russell2000 Val ETF

ETFs
1.6K
New
$162.69 - $181.35 $261K - $291K
1.6K $263K
CIEN
Ciena Corp

Technology
3K
New
$61.45 - $91.14 $184K - $273K
3K $254K
DEO
Diageo PLC

Consumer Defensive
1.97K
New
$118.0 - $139.88 $232K - $275K
1.97K $250K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.13K
New
$113.92 - $127.38 $243K - $272K
2.13K $245K
VUG
Vanguard Growth ETF

ETFs
594
New
$378.79 - $428.11 $225K - $254K
594 $243K
FCNCA
First Citizens Bancshares Inc

Financial Services
114
New
$1818.92 - $2353.08 $207K - $268K
114 $240K
LLY
Eli Lilly & CO

Healthcare
559
+ 32.24%
$727.2 - $932.06 $407K - $521K
2.29K $1.77M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.1K
New
$22.4 - $68.28 $226K - $689K
10.1K $233K
NFLX
Netflix Inc

Communication Services
262
New
$687.65 - $936.56 $180K - $245K
262 $233K
GE
General Electric CO

Industrials
1.69K
+ 63.2%
$159.95 - $194.23 $270K - $327K
4.35K $725K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.99K
New
$26.93 - $84.95 $215K - $678K
7.99K $218K
HWM
Howmet Aerospace Inc.

Industrials
1.74K
+ 60.4%
$99.72 - $120.09 $174K - $209K
4.63K $505K
DHR
Danaher Corp

Healthcare
921
New
$226.16 - $274.52 $208K - $253K
921 $211K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.57K
New
$25.93 - $105.3 $196K - $797K
7.57K $211K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
560
New
$340.59 - $380.5 $191K - $213K
560 $204K
Activity Summary
Buys All Purchases 133 New Holdings 31 Increased Positions 102 Sells All Sells 78 Reductions 78 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