Delta Investment Management, LLC Incresed Positions 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-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
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
MAIN
Main Street Capital Corp

Financial Services
11.1K
+ 42.41%
$54.71 - $63.1 $610K - $703K
37.4K $2.12M
CVX
Chevron Corp

Energy
1.18K
+ 7.06%
$146.71 - $167.97 $172K - $197K
17.8K $2.98M
JPM
Jpmorgan Chase & CO

Financial Services
2K
+ 33.78%
$225.19 - $279.95 $450K - $560K
7.92K $1.94M
VPC
Etfis Ser Tr I Virtus Private

ETFs
21.9K
+ 17.78%
$21.02 - $22.9 $461K - $502K
145K $3.05M
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
LAKE
Lakeland Industries Inc

Consumer Cyclical
16.1K
+ 92.26%
$18.76 - $26.47 $301K - $425K
33.5K $679K
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
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
326
+ 12.03%
$168.16 - $186.21 $54.8K - $60.7K
3.04K $518K
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
SO
Southern CO

Utilities
1
+ 0.04%
$80.96 - $92.96 $81 - $93
2.47K $226K
CL
Colgate Palmolive CO

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