Fund HoldingsDelta Investment Management, LLC

Total Portfolio Value
$495.39M
Total Bought
$111.22M
Total Sold
$122.23M
Net Transaction
-$11.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PIMCO ETF TR
ULTR SH GO AC FD
0526,971+526,971053,32910.77%+53,329
MICROSOFT CORP(MSFT)35,17359,561+24,38814,82522,3594.51%+7,533
PIMCO ETF TR
ENHAN SHRT MA AC
64,921124,050+59,1296,51412,4822.52%+5,968
PACER FDS TR
US LRG CP CASH
0173,503+173,50305,3421.08%+5,342
BERKSHIRE HATHAWAY INC DEL05+503,9920.81%+3,992
PIMCO ETF TR
MULTISECTOR BD
247,896348,681+100,7856,4259,1881.85%+2,762
INNOVATOR ETFS TRUST
EQUI DEFI 1 DECE
0106,864+106,86402,5310.51%+2,531
BERKSHIRE HATHAWAY INC DEL22,85523,071+21610,36012,2872.48%+1,927
WORKDAY INC(WDAY)12,73422,013+9,2793,2865,1411.04%+1,855
ENTERPRISE PRODS PARTNERS L(EPD)318,680340,997+22,3179,99411,6422.35%+1,648
FS CREDIT OPPORTUNITIES CORP(FSCO)0185,192+185,19201,3060.26%+1,306
MPLX LP(MPLX)020,287+20,28701,0860.22%+1,086
NEOS ETF TRUST
NEOS S&P 500 HI
51,59573,990+22,3952,6223,5430.72%+921
TRANSDIGM GROUP INC(TDG)07,394+7,394010,2282.06%+10,228
GOLDMAN SACHS ETF TR
NASDA 100 ETF
015,681+15,68106990.14%+699
TAIWAN SEMICONDUCTOR MFG LTD(TSM)06,603+6,60301,0960.22%+1,096
VANECK ETF TRUST
BDC INCOME ETF
123,674162,081+38,4072,0572,7160.55%+660
EXXON MOBIL CORP016,916+16,91602,0120.41%+2,012
MAIN STR CAP CORP(MAIN)26,28037,425+11,1451,5392,1170.43%+577
CHEVRON CORP NEW(CVX)017,825+17,82502,9820.60%+2,982
SPROTT PHYSICAL GOLD & SILVE(CEF)115,113115,208+952,7353,2730.66%+538
ARGAN INC04,090+4,09005360.11%+536
JPMORGAN CHASE & CO.(JPM)5,9177,916+1,9991,4181,9420.39%+523
AVIENT CORPORATION(AVNT)014,065+14,06505230.11%+523
ELEVANCE HEALTH INC(ELV)8,9878,777-2103,3153,8180.77%+502
THE CIGNA GROUP(CI)11,99511,459-5363,3123,7700.76%+458
SCHWAB CHARLES CORP(SCHW)05,257+5,25704120.08%+412
FIVE POINT HOLDINGS LLC0241,811+241,81101,2910.26%+1,291
ETFIS SER TR I
VIRTUS PVT CR
123,384145,326+21,9422,6843,0550.62%+371
DELL TECHNOLOGIES INC(DELL)04,020+4,02003660.07%+366
EASTMAN KODAK CO052,000+52,00003290.07%+329
DANAHER CORPORATION(DHR)9212,446+1,5252115010.10%+290
SPDR GOLD TR(GLD)05,552+5,55201,6000.32%+1,600
BOSTON SCIENTIFIC CORP(BSX)02,773+2,77302800.06%+280
EQT CORP(EQT)04,819+4,81902570.05%+257
SEMPRA(SRE)03,604+3,60402570.05%+257
DOXIMITY INC(DOCS)04,386+4,38602550.05%+255
NEOS ETF TRUST
NASDAQ 100 HIGH
05,156+5,15602450.05%+245
LAKELAND INDS INC17,40033,454+16,0544456790.14%+235
FIRST TR EXCHANGE-TRADED FD02,493+2,49302230.05%+223
VERIZON COMMUNICATIONS INC(VZ)04,807+4,80702180.04%+218
INDEPENDENCE RLTY TR INC(IRT)09,955+9,95502110.04%+211
DARDEN RESTAURANTS INC(DRI)01,015+1,01502110.04%+211
T-MOBILE US INC(TMUS)02,785+2,78507430.15%+743
PHILIP MORRIS INTL INC(PM)05,275+5,27508370.17%+837
MP MATERIALS CORP(MP)021,933+21,93305350.11%+535
DIREXION SHS ETF TR
DLY TSLA BULL 2X
019,950+19,95001900.04%+190
MDXHEALTH SA34,000190,100+156,100812700.05%+189
GOLDMAN SACHS ETF TR033,404+33,40403,3460.68%+3,346
JOHNSON & JOHNSON(JNJ)08,679+8,67901,4390.29%+1,439
ABBVIE INC(ABBV)04,041+4,04108470.17%+847
GE AEROSPACE(GE)4,3514,465+1147268940.18%+168
PGIM ETF TR
PGIM ULTRA SH BD
7,81711,118+3,3013875530.11%+166
UNITEDHEALTH GROUP INC(UNH)6,6966,782+863,3873,5520.72%+164
ABBOTT LABS06,509+6,50908630.17%+863
INTERNATIONAL BUSINESS MACHS(IBM)05,274+5,27401,3110.26%+1,311
CHUBB LIMITED
COM
02,135+2,13506450.13%+645
INGREDION INC(INGR)2,4443,447+1,0033364660.09%+130
ELI LILLY & CO(LLY)2,2932,294+11,7701,8950.38%+125
VANGUARD SPECIALIZED FUNDS02,312+2,31204490.09%+449
COCA COLA CO(KO)06,812+6,81204880.10%+488
CROWDSTRIKE HLDGS INC(CRWD)3,2963,509+2131,1281,2370.25%+109
ALPS ETF TR
ALERIAN MLP
45,30144,077-1,2242,1822,2890.46%+108
COSTCO WHSL CORP NEW(COST)574669+955266330.13%+107
VANGUARD INDEX FDS1,4681,924+4564265290.11%+103
INNOVATOR ETFS TRUST
NASDAQ 100
58,58367,153+8,5701,7131,8140.37%+101
HOWMET AEROSPACE INC(HWM)4,6264,628+25066000.12%+94
PROGRESSIVE CORP(PGR)2,7922,697-956697630.15%+94
AMGEN INC(AMGN)01,654+1,65405150.10%+515
DESIGNER BRANDS INC023,000+23,0000840.02%+84
MARSH & MCLENNAN COS INC(MRSH)03,009+3,00907340.15%+734
CARDINAL HEALTH INC(CAH)04,542+4,54206260.13%+626
MCKESSON CORP(MCK)0708+70804760.10%+476
ISHARES TR04,873+4,87303980.08%+398
BUILDERS FIRSTSOURCE INC(BLDR)03,422+3,42204280.09%+428
PALO ALTO NETWORKS INC(PANW)03,042+3,04205190.10%+519
CONSOLIDATED EDISON INC(ED)03,003+3,00303320.07%+332
LENZ THERAPEUTICS INC19,24124,001+4,7605556170.12%+62
MOODYS CORP(MCO)0861+86104010.08%+401
SPROUTS FMRS MKT INC(SFM)02,452+2,45203740.08%+374
SCHWAB STRATEGIC TR7,57210,573+3,0012112650.05%+54
AT&T INC(T)09,734+9,73402750.06%+275
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
011,478+11,47806720.14%+672
PALANTIR TECHNOLOGIES INC(PLTR)4,6264,716+903503980.08%+48
PROCTER AND GAMBLE CO(PG)012,194+12,19402,0780.42%+2,078
OREILLY AUTOMOTIVE INC(ORLY)0191+19102740.06%+274
PAYCHEX INC(PAYX)03,056+3,05604710.10%+471
AON PLC(AON)01,053+1,05304200.08%+420
SUNCOR ENERGY INC NEW(SU)020,307+20,30707860.16%+786
ISHARES TR
MSCI USA QLT FCT
03,036+3,03605190.10%+519
INTERCONTINENTAL EXCHANGE IN(ICE)01,935+1,93503340.07%+334
CISCO SYS INC(CSCO)15,07014,997-738929250.19%+33
CORNING INC(GLW)11,32412,434+1,1105385690.11%+31
ISHARES TR01,559+1,55902970.06%+297
SCHWAB STRATEGIC TR7,9858,695+7102182430.05%+25
COLGATE PALMOLIVE CO(CL)04,226+4,22603960.08%+396
SOUTHERN CO(SO)02,466+2,46602270.05%+227
KIMBERLY-CLARK CORP(KMB)01,925+1,92502740.06%+274
FIRST CTZNS BANCSHARES INC N(FCNCA)114141+272412620.05%+21
S&P GLOBAL INC(SPGI)0518+51802630.05%+263
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