Delta Investment Management, LLC Incresed Positions in Q4 2024

Delta Investment Management, LLC

  • $456 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
342
+ 13.96%
$288.47 - $316.54 $98.7K - $108K
2.79K $809K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16
+ 0.73%
$172.07 - $207.36 $2.75K - $3.32K
2.2K $434K
BAC
Bank Of America Corp

Financial Services
33
+ 0.31%
$39.22 - $47.77 $1.29K - $1.58K
10.6K $464K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.18%
$473.15 - $574.01 $473 - $574
568 $302K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
2.56K
+ 3.35%
$18.59 - $18.8 $47.6K - $48.1K
78.9K $1.47M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.68K
+ 4.55%
$23.29 - $23.93 $62.3K - $64.1K
61.5K $1.44M
XLK
Technology Sector Spdr

ETFs
7
+ 0.18%
$220.26 - $241.44 $1.54K - $1.69K
3.9K $905K
VRT
Vertiv Holdings CO

Industrials
323
+ 7.5%
N/A
4.63K $401K
ICE
Intercontinental Exchange, Inc.

Financial Services
310
+ 18.22%
$148.29 - $166.93 $46K - $51.7K
2.01K $299K
ORCL
Oracle Corp

Technology
177
+ 11.2%
$165.41 - $192.43 $29.3K - $34.1K
1.76K $292K
FDX
Fedex Corp

Industrials
5
+ 0.24%
$260.5 - $305.15 $1.3K - $1.53K
2.11K $593K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.21K
+ 5.0%
$28.6 - $29.27 $34.5K - $35.3K
25.3K $725K
AME
Ametek Inc

Industrials
2
+ 0.11%
$165.89 - $197.38 $332 - $395
1.83K $330K
KLAC
Kla Corp

Technology
131
+ 26.36%
$614.46 - $829.55 $80.5K - $109K
628 $395K
MO
Altria Group, Inc.

Consumer Defensive
29
+ 0.41%
$49.06 - $57.74 $1.42K - $1.67K
7.09K $370K
PDP
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.15%
$102.88 - $117.55 $309 - $353
2.07K $222K
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 1.86%
N/A
1.7K $309K
RDVY
First Trust Rising Dividend Ac

ETFs
61
+ 0.58%
$58.65 - $64.37 $3.58K - $3.93K
10.5K $623K
Pimco ETF Tr
91.4K
+ 58.37%
N/A
248K $0
Ishares Bitcoin Trust ETF
14.6K
+ 216.26%
N/A
21.3K $0
Innovator Etfs Trust
5.37K
+ 5.93%
N/A
95.9K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
11K
+ 27.25%
N/A
51.6K $0
Innovator Etfs Trust
4.05K
+ 7.43%
N/A
58.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
33.2K
+ 56.18%
N/A
92.2K $0
Ge Vernova Inc
1.18K
+ 50.95%
N/A
3.49K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
20
+ 0.74%
$176.42 - $186.91 $3.53K - $3.74K
2.71K $482K
Fidelity Wise Origin Bitcoin
3.17K
+ 66.09%
N/A
7.97K $0
Goldman Sachs ETF Tr
313
+ 0.81%
N/A
38.8K $0
MCO
Moodys Corp

Financial Services
1
+ 0.14%
$454.04 - $500.88 $454 - $501
719 $340K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12
+ 0.3%
$100.24 - $101.35 $1.2K - $1.22K
3.99K $401K
HUBB
Hubbell Inc

Industrials
6
+ 0.85%
$418.89 - $472.12 $2.51K - $2.83K
715 $299K
CB
Chubb LTD

Financial Services
58
+ 3.31%
$271.57 - $301.89 $15.8K - $17.5K
1.81K $499K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.06%
$118.38 - $133.06 $355 - $399
5.35K $643K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.06%
$90.66 - $99.46 $272 - $298
4.72K $429K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
16
+ 0.6%
$91.94 - $100.02 $1.47K - $1.6K
2.66K $246K
ABT
Abbott Laboratories

Healthcare
1
+ 0.02%
$111.93 - $119.39 $112 - $119
6.21K $702K
MET
Metlife Inc

Financial Services
17
+ 0.12%
$78.15 - $88.25 $1.33K - $1.5K
14.1K $1.16M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
109
+ 3.67%
$209.89 - $233.24 $22.9K - $25.4K
3.08K $654K
COP
Conocophillips

Energy
44
+ 1.49%
$95.12 - $114.72 $4.19K - $5.05K
3K $297K
HPQ
Hp Inc

Technology
5
+ 0.08%
$32.46 - $39.3 $162 - $197
6.65K $216K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.28K
+ 3.56%
$39.3 - $41.34 $50.4K - $53K
37.3K $1.47M
EFG
Msci Eafe Growth ETF

ETFs
2
+ 0.09%
$96.83 - $106.88 $194 - $214
2.16K $208K
MP
Mp Materials Corp.

Basic Materials
767
+ 3.61%
$15.6 - $23.11 $12K - $17.7K
22K $343K
PSX
Phillips 66

Energy
17
+ 0.8%
$110.35 - $138.93 $1.88K - $2.36K
2.13K $243K
URI
United Rentals, Inc.

Industrials
73
+ 8.16%
$704.44 - $880.32 $51.4K - $64.3K
968 $681K
BLDR
Builders First Source, Inc.

Industrials
416
+ 19.8%
$142.93 - $198.25 $59.5K - $82.5K
2.52K $359K
RSP
Invesco S&P 500 Equal Weight E

ETFs
31
+ 0.2%
$174.22 - $187.62 $5.4K - $5.82K
15.9K $2.79M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.05%
$164.99 - $203.87 $330 - $408
3.79K $673K
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 0.28%
$244.52 - $284.07 $2.69K - $3.12K
3.91K $963K
Activity Summary
Buys All Purchases 133 New Holdings 31 Increased Positions 102 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Delta Investment Management, LLC Portfolio

Follow Delta Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delta Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delta Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email