Delta Investment Management, LLC Incresed Positions in Q3 2025

Delta Investment Management, LLC

  • $427 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.32%
$303.93 - $329.86 $1.82K - $1.98K
1.89K $620K
SRE
Sempra Energy

Utilities
22
+ 0.72%
$74.14 - $89.98 $1.63K - $1.98K
3.07K $276K
GXO
Gxo Logistics, Inc.

Industrials
409
+ 9.52%
$48.07 - $54.59 $19.7K - $22.3K
4.71K $248K
MET
Metlife Inc

Financial Services
87
+ 0.61%
$73.82 - $82.37 $6.42K - $7.17K
14.4K $1.18M
TMUS
T Mobile Us, Inc.

Communication Services
129
+ 4.67%
$226.02 - $259.01 $29.2K - $33.4K
2.89K $692K
PANW
Palo Alto Networks Inc

Technology
186
+ 6.07%
$167.06 - $208.19 $31.1K - $38.7K
3.25K $661K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.1%
$108.97 - $121.65 $327 - $365
2.96K $357K
AXP
American Express CO

Financial Services
1
+ 0.04%
$294.27 - $342.31 $294 - $342
2.4K $797K
RDVY
First Trust Rising Dividend Ac

ETFs
15
+ 0.23%
$62.38 - $67.29 $936 - $1.01K
6.58K $442K
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.13%
$133.81 - $152.16 $535 - $609
3.09K $433K
HUBB
Hubbell Inc

Industrials
18
+ 2.08%
$410.51 - $450.93 $7.39K - $8.12K
883 $379K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.03%
$28.92 - $32.19 $86.8 - $96.6
9.6K $306K
FCNCA
First Citizens Bancshares Inc

Financial Services
27
+ 19.42%
$1789.16 - $2158.23 $48.3K - $58.3K
166 $297K
PDP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.1%
$107.15 - $118.05 $214 - $236
2.07K $244K
NDAQ
Nasdaq, Inc.

Financial Services
242
+ 8.59%
$86.73 - $96.94 $21K - $23.5K
3.06K $270K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15
+ 0.15%
$24.46 - $26.5 $367 - $398
10.1K $266K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.03%
$91.28 - $97.59 $91.3 - $97.6
3.64K $348K
KCE
Spdr S&P Capital Markets ETF

ETFs
5
+ 0.24%
$145.94 - $157.83 $730 - $789
2.06K $314K
WU
Western Union CO

Financial Services
2.69K
+ 15.3%
$7.88 - $8.84 $21.2K - $23.8K
20.3K $161K
GBIL
Goldman Sachs Access Treasury

ETFs
129
+ 1.01%
$99.82 - $100.23 $12.9K - $12.9K
12.8K $1.29M
AME
Ametek Inc

Industrials
2
+ 0.11%
$176.44 - $192.03 $353 - $384
1.8K $338K
T
At&T Inc.

Communication Services
691
+ 7.05%
$26.94 - $29.62 $18.6K - $20.5K
10.5K $296K
ADI
Analog Devices Inc

Technology
1
+ 0.07%
$220.68 - $255.63 $221 - $256
1.35K $331K
AMGN
Amgen Inc

Healthcare
14
+ 0.88%
$271.18 - $309.22 $3.8K - $4.33K
1.6K $451K
FLS
Flowserve Corp

Industrials
63
+ 0.88%
$51.98 - $57.7 $3.27K - $3.64K
7.25K $385K
SO
Southern CO

Utilities
1
+ 0.04%
$90.83 - $96.0 $90.8 - $96
2.58K $244K
MA
Mastercard Inc

Financial Services
1
+ 0.18%
$550.18 - $598.96 $550 - $599
570 $324K
GWRS
Global Water Resources, Inc.

Utilities
200
+ 0.9%
$9.36 - $10.81 $1.87K - $2.16K
22.4K $230K
COIN
Coinbase Global, Inc.

Technology
36
+ 4.4%
$297.99 - $419.78 $10.7K - $15.1K
854 $288K
AON
Aon PLC

Financial Services
1
+ 0.09%
$350.91 - $375.27 $351 - $375
1.08K $384K
Bakkt Holdings Inc
1.77K
+ 15.59%
N/A
13.2K $0
Dbx ETF Tr
259
+ 4.06%
N/A
6.64K $0
Direxion Shs ETF Tr
78
+ 0.06%
N/A
121K $0
Ishares Bitcoin Trust ETF
1.28K
+ 5.98%
N/A
22.7K $0
Goldman Sachs ETF Tr
72.7K
+ 558.8%
N/A
85.8K $0
Fidelity Wise Origin Bitcoin
1.72K
+ 16.76%
N/A
12K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
26.8K
+ 33.56%
N/A
107K $0
Flotek Inds Inc Del
11.4K
+ 106.88%
N/A
22K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
45.4K
+ 58.6%
N/A
123K $0
Neos ETF Trust
1.01K
+ 21.13%
N/A
5.81K $0
Innovator Etfs Trust
1.43K
+ 1.93%
N/A
75.5K $0
Goldman Sachs ETF Tr
68.2K
+ 162.52%
N/A
110K $0
PFHC
Pro Frac Holding Corp.

Energy
10K
+ 95.52%
N/A
20.5K $0
FSCO
Fs Cr Opportunities Corp Com
218K
+ 85.31%
N/A
475K $0
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 5.64%
$915.95 - $994.57 $32.1K - $34.8K
656 $607K
ICE
Intercontinental Exchange, Inc.

Financial Services
137
+ 6.59%
$167.28 - $188.45 $22.9K - $25.8K
2.22K $373K
CB
Chubb LTD

Financial Services
16
+ 0.74%
$265.99 - $289.59 $4.26K - $4.63K
2.19K $617K
LLY
Eli Lilly & CO

Healthcare
14
+ 1.01%
$625.65 - $812.69 $8.76K - $11.4K
1.4K $1.06M
AMP
Ameriprise Financial Inc

Financial Services
11
+ 2.27%
$486.13 - $544.55 $5.35K - $5.99K
495 $243K
Activity Summary
Buys All Purchases 156 New Holdings 50 Increased Positions 106 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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