Delta Investment Management, LLC Incresed Positions in Q2 2025

Delta Investment Management, LLC

  • $425 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
FSCO
Fs Cr Opportunities Corp Com
70.9K
+ 38.27%
N/A
256K $0
Fidelity Wise Origin Bitcoin
1.3K
+ 14.49%
N/A
10.2K $0
Direxion Shs ETF Tr
29.3K
+ 31.97%
N/A
121K $0
Lam Research Corp
3
+ 0.08%
N/A
3.78K $0
Ge Vernova Inc
382
+ 26.64%
N/A
1.82K $0
Pacer Fds Tr
387K
+ 223.26%
N/A
561K $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
Innovator Etfs Trust
6.91K
+ 10.29%
N/A
74.1K $0
Goldman Sachs ETF Tr
4.24K
+ 11.22%
N/A
42K $0
CL
Colgate Palmolive CO

Consumer Defensive
46
+ 1.09%
$87.57 - $96.0 $4.03K - $4.42K
4.27K $388K
UNP
Union Pacific Corp

Industrials
18
+ 0.98%
$208.27 - $238.46 $3.75K - $4.29K
1.86K $426K
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
COP
Conocophillips

Energy
22
+ 0.8%
$82.66 - $106.1 $1.82K - $2.33K
2.77K $248K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.04%
$285.55 - $321.23 $286 - $321
2.42K $705K
MRK
Merck & Co., Inc.

Healthcare
41
+ 0.71%
$73.47 - $87.12 $3.01K - $3.57K
5.84K $461K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.16K
+ 1132.98%
$87.84 - $1441.89 $190K - $3.12M
2.36K $212K
AVNT
Avient Corp

Basic Materials
16
+ 0.11%
$28.93 - $39.01 $463 - $624
14.1K $454K
LAKE
Lakeland Industries Inc

Consumer Cyclical
2.86K
+ 8.56%
$12.81 - $20.63 $36.7K - $59.1K
36.3K $494K
EPD
Enterprise Products Partners L.P.

Energy
9.34K
+ 2.74%
$28.95 - $34.22 $270K - $319K
350K $10.9M
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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