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
EFA
Ishares Tr Msci Eafe ETF

ETFs
547
+ 12.64%
$74.85 - $84.89 $40.9K - $46.4K
4.87K $398K
BLDR
Builders First Source, Inc.

Industrials
905
+ 35.96%
$122.8 - $173.51 $111K - $157K
3.42K $427K
PANW
Palo Alto Networks Inc

Technology
544
+ 21.78%
$167.82 - $208.28 $91.3K - $113K
3.04K $519K
MCO
Moodys Corp

Financial Services
142
+ 19.75%
$437.8 - $527.48 $62.2K - $74.9K
861 $400K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3K
+ 39.63%
$24.91 - $29.02 $74.8K - $87.1K
10.6K $264K
VRT
Vertiv Holdings CO

Industrials
579
+ 12.5%
N/A
5.21K $451K
PLTR
Palantir Technologies Inc.

Technology
90
+ 1.95%
$64.98 - $124.62 $5.85K - $11.2K
4.72K $398K
RDVY
First Trust Rising Dividend Ac

ETFs
941
+ 8.93%
$57.22 - $63.39 $53.8K - $59.6K
11.5K $671K
PG
Procter & Gamble CO

Consumer Defensive
78
+ 0.64%
$158.56 - $176.26 $12.4K - $13.7K
12.2K $2.08M
PAYX
Paychex Inc

Industrials
1
+ 0.03%
$136.06 - $154.52 $136 - $155
3.06K $471K
GLW
Corning Inc

Technology
1.11K
+ 9.8%
$44.91 - $54.25 $49.9K - $60.2K
12.4K $569K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
710
+ 8.89%
$27.01 - $28.54 $19.2K - $20.3K
8.7K $243K
IVE
Ishares S&P 500 Value ETF

ETFs
133
+ 9.33%
$185.78 - $198.58 $24.7K - $26.4K
1.56K $297K
CL
Colgate Palmolive CO

Consumer Defensive
137
+ 3.35%
$85.68 - $97.5 $11.7K - $13.4K
4.23K $395K
SO
Southern CO

Utilities
1
+ 0.04%
$80.96 - $92.96 $81 - $93
2.47K $226K
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 0.36%
$124.46 - $147.4 $871 - $1.03K
1.93K $273K
FCNCA
First Citizens Bancshares Inc

Financial Services
27
+ 23.68%
$1728.36 - $2231.14 $46.7K - $60.2K
141 $261K
SPGI
S&P Global Inc.

Financial Services
29
+ 5.93%
$478.26 - $543.77 $13.9K - $15.8K
518 $263K
AXP
American Express CO

Financial Services
289
+ 13.67%
$255.39 - $325.87 $73.8K - $94.2K
2.4K $646K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
188
+ 7.06%
$90.0 - $96.32 $16.9K - $18.1K
2.85K $263K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
60
+ 0.64%
$28.25 - $31.5 $1.7K - $1.89K
9.5K $284K
QCOM
Qualcomm Inc

Technology
98
+ 3.57%
$151.94 - $175.86 $14.9K - $17.2K
2.85K $437K
FTNT
Fortinet, Inc.

Technology
33
+ 0.61%
$92.49 - $114.57 $3.05K - $3.78K
5.42K $521K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
460
+ 6.85%
$53.6 - $58.97 $24.7K - $27.1K
7.17K $392K
NFLX
Netflix Inc

Communication Services
2
+ 0.76%
$828.4 - $1058.6 $1.66K - $2.12K
264 $246K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3
+ 0.08%
$100.59 - $103.47 $302 - $310
4K $413K
EFG
Msci Eafe Growth ETF

ETFs
12
+ 0.56%
$96.1 - $106.37 $1.15K - $1.28K
2.17K $216K
PHM
Pultegroup Inc

Consumer Cyclical
243
+ 8.99%
$101.09 - $118.51 $24.6K - $28.8K
2.95K $302K
HUBB
Hubbell Inc

Industrials
208
+ 29.09%
$330.91 - $456.86 $68.8K - $95K
923 $305K
SCHX
Schwab Strategic Tr Us Large C

ETFs
749
+ 7.43%
$21.75 - $24.28 $16.3K - $18.2K
10.8K $239K
WU
Western Union CO

Financial Services
564
+ 5.38%
$10.24 - $11.62 $5.78K - $6.55K
11K $116K
IBKR
Interactive Brokers Group, Inc.

Financial Services
261
+ 6.83%
$161.03 - $235.53 $42K - $61.5K
4.09K $676K
Pimco ETF Tr
527K
New
N/A
527K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
20K
New
N/A
20K $0
Mdxhealth Sa
156K
+ 459.12%
N/A
190K $0
Direxion Shs ETF Tr
1.08K
+ 1.19%
N/A
91.7K $0
Fidelity Wise Origin Bitcoin
974
+ 12.21%
N/A
8.95K $0
FSCO
Fs Cr Opportunities Corp Com
185K
New
N/A
185K $0
Goldman Sachs ETF Tr
15.7K
New
N/A
15.7K $0
Ishares Bitcoin Trust ETF
208
+ 0.98%
N/A
21.5K $0
Pimco ETF Tr
101K
+ 40.66%
N/A
349K $0
Pacer Fds Tr
174K
New
N/A
174K $0
Lenz Therapeutics Inc
4.76K
+ 24.74%
N/A
24K $0
Innovator Etfs Trust
8.57K
+ 14.63%
N/A
67.2K $0
Neos ETF Trust
5.16K
New
N/A
5.16K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
22.4K
+ 43.41%
N/A
74K $0
Innovator Etfs Trust
107K
New
N/A
107K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 2.59%
$507.05 - $563.67 $6.59K - $7.33K
515 $264K
AMP
Ameriprise Financial Inc

Financial Services
39
+ 6.87%
$472.29 - $575.13 $18.4K - $22.4K
607 $293K
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
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