Delta Investment Management, LLC
Q1 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
238
- Value ($000)
$495,393
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001757043
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BILZ PIMCO ETF TR | ULTRA SHORT GOVT | 72201R577 | $53.33M | 11 % | 526,971 | ||
SFLR INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 45783Y673 | $26.52M | 5 % | 844,945 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.36M | 5 % | 59,561 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $20.72M | 4 % | 187,605 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $19.28M | 4 % | 328,587 | ||
AAPL APPLE INC | COM | 037833100 | $13.63M | 3 % | 61,379 | ||
BSJP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 46138J817 | $13.28M | 3 % | 576,202 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $12.48M | 3 % | 124,050 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $12.29M | 3 % | 23,071 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $12.25M | 3 % | 133,585 |
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