Delta Financial Group, Inc.
Q1 2025 13F Holdings
- Locationbasking ridge, NJ
- Num holdings
258
- Value ($000)
$438
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001965718
- 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 |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $101.50K | 23 % | 459,850 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.12K | 5 % | 51,179 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $17.33K | 4 % | 44,522 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $15.88K | 4 % | 30,195 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $10.50K | 2 % | 18,244 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.80K | 2 % | 50,390 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $8.29K | 2 % | 101,930 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $7.58K | 2 % | 293,543 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $7.33K | 2 % | 145,061 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $6.86K | 2 % | 188,067 |
Rows Per Page
10
- 10
- 50
- 100