Delta Investment Management, LLC Purchases in Q2 2025

Delta Investment Management, LLC

  • $425 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
22
+ 4.04%
$576.53 - $902.94 $12.7K - $19.9K
566 $506K
GLW
Corning Inc

Technology
978
+ 7.87%
$39.07 - $52.59 $38.2K - $51.4K
13.4K $705K
IBKR
Interactive Brokers Group, Inc.

Financial Services
10.5K
+ 256.33%
$50.53 - $212.53 $529K - $2.23M
14.6K $806K
PANW
Palo Alto Networks Inc

Technology
22
+ 0.72%
$152.44 - $204.64 $3.35K - $4.5K
3.06K $627K
WCC
Wesco International Inc

Industrials
1
+ 0.03%
$132.86 - $186.1 $133 - $186
2.9K $537K
HD
Home Depot, Inc.

Consumer Cyclical
236
+ 24.08%
$335.24 - $380.78 $79.1K - $89.9K
1.22K $445K
FTNT
Fortinet, Inc.

Technology
208
+ 3.84%
$84.71 - $108.69 $17.6K - $22.6K
5.63K $594K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
15K
+ 93.34%
$6.07 - $8.61 $91.1K - $129K
31.1K $211K
SCHW
Schwab Charles Corp

Financial Services
29
+ 0.55%
$69.06 - $91.24 $2K - $2.65K
5.29K $482K
WFC
Wells Fargo & Company

Financial Services
16
+ 0.23%
$60.98 - $80.12 $976 - $1.28K
7.09K $568K
BAC
Bank Of America Corp

Financial Services
6
+ 0.06%
$34.39 - $47.46 $206 - $285
10.6K $499K
MCK
Mckesson Corp

Healthcare
18
+ 2.54%
$652.83 - $732.78 $11.8K - $13.2K
726 $531K
ICE
Intercontinental Exchange, Inc.

Financial Services
145
+ 7.49%
$151.62 - $183.47 $22K - $26.6K
2.08K $381K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.27%
$116.42 - $147.52 $815 - $1.03K
2.62K $386K
MO
Altria Group, Inc.

Consumer Defensive
886
+ 13.9%
$55.56 - $60.91 $49.2K - $54K
7.26K $425K
NKE
Nike, Inc.

Consumer Cyclical
180
+ 5.01%
$53.27 - $72.04 $9.59K - $13K
3.77K $267K
KO
Coca Cola CO

Consumer Defensive
644
+ 9.45%
$68.37 - $73.9 $44K - $47.6K
7.46K $527K
WU
Western Union CO

Financial Services
6.52K
+ 59.07%
$8.37 - $10.63 $54.6K - $69.3K
17.6K $147K
FSK
Fs Kkr Capital Corp

Financial Services
1.41K
+ 6.5%
$17.95 - $21.5 $25.3K - $30.3K
23.1K $480K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.01%
$20.42 - $25.3 $20.4 - $25.3
11K $277K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.05%
$89.44 - $108.59 $89.4 - $109
2.07K $224K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
953
+ 10.96%
$24.32 - $27.87 $23.2K - $26.6K
9.65K $255K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
142
+ 1.98%
$47.46 - $55.3 $6.74K - $7.85K
7.32K $403K
SO
Southern CO

Utilities
113
+ 4.58%
$84.91 - $92.56 $9.59K - $10.5K
2.58K $236K
T
At&T Inc.

Communication Services
62
+ 0.64%
$26.33 - $28.94 $1.63K - $1.79K
9.8K $283K
JPIE
J P Morgan Exchange Traded Fd
43
+ 0.34%
$45.12 - $46.32 $1.94K - $1.99K
12.8K $591K
PFE
Pfizer Inc

Healthcare
618
+ 6.75%
$21.59 - $24.84 $13.3K - $15.4K
9.78K $236K
MET
Metlife Inc

Financial Services
4
+ 0.03%
$68.42 - $82.49 $274 - $330
14.3K $1.15M
Direxion Shs ETF Tr
29.3K
+ 31.97%
N/A
121K $0
Dbx ETF Tr
6.38K
New
N/A
6.38K $0
Bakkt Holdings Inc
11.4K
New
N/A
11.4K $0
Direxion Shs ETF Tr
14K
New
N/A
14K $0
Fidelity Greenwood Street Tr
10.2K
New
N/A
10.2K $0
Fidelity Wise Origin Bitcoin
1.3K
+ 14.49%
N/A
10.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
7.89K
+ 10.97%
N/A
79.8K $0
FSCO
Fs Cr Opportunities Corp Com
70.9K
+ 38.27%
N/A
256K $0
Innovator Etfs Trust
6.91K
+ 10.29%
N/A
74.1K $0
SFLR
Innovator Etfs Tr Equity Manag
43.1K
+ 5.1%
N/A
888K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3.52K
+ 4.75%
N/A
77.5K $0
Lam Research Corp
3
+ 0.08%
N/A
3.78K $0
Goldman Sachs ETF Tr
4.24K
+ 11.22%
N/A
42K $0
Pacer Fds Tr
387K
+ 223.26%
N/A
561K $0
Ge Vernova Inc
382
+ 26.64%
N/A
1.82K $0
UNP
Union Pacific Corp

Industrials
18
+ 0.98%
$208.27 - $238.46 $3.75K - $4.29K
1.86K $426K
CL
Colgate Palmolive CO

Consumer Defensive
46
+ 1.09%
$87.57 - $96.0 $4.03K - $4.42K
4.27K $388K
EQR
Equity Residential

Real Estate
12
+ 0.37%
$61.82 - $71.72 $742 - $861
3.24K $218K
CB
Chubb LTD

Financial Services
36
+ 1.69%
$274.32 - $302.46 $9.88K - $10.9K
2.17K $628K
KMB
Kimberly Clark Corp

Consumer Defensive
34
+ 1.77%
$126.84 - $145.22 $4.31K - $4.94K
1.96K $252K
AON
Aon PLC

Financial Services
23
+ 2.18%
$335.85 - $398.81 $7.72K - $9.17K
1.08K $383K
Activity Summary
Buys All Purchases 107 New Holdings 24 Increased Positions 83 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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