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
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
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
FTNT
Fortinet, Inc.

Technology
33
+ 0.61%
$92.49 - $114.57 $3.05K - $3.78K
5.42K $521K
PHM
Pultegroup Inc

Consumer Cyclical
243
+ 8.99%
$101.09 - $118.51 $24.6K - $28.8K
2.95K $302K
EFG
Msci Eafe Growth ETF

ETFs
12
+ 0.56%
$96.1 - $106.37 $1.15K - $1.28K
2.17K $216K
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
Fidelity Wise Origin Bitcoin
974
+ 12.21%
N/A
8.95K $0
Innovator Etfs Trust
8.57K
+ 14.63%
N/A
67.2K $0
Lenz Therapeutics Inc
4.76K
+ 24.74%
N/A
24K $0
Mdxhealth Sa
156K
+ 459.12%
N/A
190K $0
Ishares Bitcoin Trust ETF
208
+ 0.98%
N/A
21.5K $0
Direxion Shs ETF Tr
1.08K
+ 1.19%
N/A
91.7K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
22.4K
+ 43.41%
N/A
74K $0
Pimco ETF Tr
101K
+ 40.66%
N/A
349K $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
DD
Du Pont De Nemours, Inc.

Basic Materials
5
+ 0.07%
$72.7 - $84.32 $364 - $422
7.44K $555K
MET
Metlife Inc

Financial Services
133
+ 0.94%
$77.7 - $87.0 $10.3K - $11.6K
14.3K $1.15M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.2%
$524.81 - $672.19 $525 - $672
496 $270K
PH
Parker Hannifin Corp

Industrials
1
+ 0.19%
$591.65 - $707.05 $592 - $707
524 $318K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.05%
$96.95 - $116.13 $97 - $116
2.07K $206K
RSP
Invesco S&P 500 Equal Weight E

ETFs
41
+ 0.26%
$169.43 - $182.84 $6.95K - $7.5K
16K $2.76M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.1%
$92.45 - $106.69 $277 - $320
2.98K $276K
KCE
Spdr S&P Capital Markets ETF

ETFs
8
+ 0.32%
$122.39 - $146.44 $979 - $1.17K
2.48K $313K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.04%
$81.62 - $96.63 $163 - $193
4.73K $393K
ORCL
Oracle Corp

Technology
20
+ 1.14%
$139.81 - $186.47 $2.8K - $3.73K
1.78K $248K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.2%
$222.66 - $268.42 $1.78K - $2.15K
3.91K $912K
FLS
Flowserve Corp

Industrials
237
+ 3.19%
$46.47 - $64.75 $11K - $15.3K
7.66K $373K
APH
Amphenol Corp

Technology
9
+ 0.06%
$61.62 - $78.55 $555 - $707
15.2K $999K
EWBC
East West Bancorp Inc

Financial Services
11
+ 0.11%
$84.35 - $103.91 $928 - $1.14K
9.95K $892K
WCC
Wesco International Inc

Industrials
1
+ 0.03%
$155.3 - $199.95 $155 - $200
2.9K $450K
STRL
Sterling Construction CO Inc

Industrials
1.04K
+ 29.92%
$108.65 - $200.56 $113K - $208K
4.5K $509K
XLK
Technology Sector Spdr

ETFs
50
+ 1.28%
$206.38 - $242.18 $10.3K - $12.1K
3.95K $814K
BAH
Booz Allen Hamilton Holding Corp

Industrials
36
+ 0.81%
$102.72 - $143.06 $3.7K - $5.15K
4.5K $470K
CAT
Caterpillar Inc

Industrials
10
+ 0.25%
$326.75 - $407.63 $3.27K - $4.08K
4.01K $1.32M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
87
+ 0.36%
$58.23 - $69.12 $5.07K - $6.01K
24.3K $1.42M
NOW
Service Now, Inc.

Technology
78
+ 7.43%
$783.83 - $1170.39 $61.1K - $91.3K
1.13K $898K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.67K
+ 2.57%
$51.45 - $58.51 $137K - $156K
107K $5.52M
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
111K
+ 33.24%
$2.21 - $6.13 $245K - $679K
444K $980K
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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