Delta Investment Management, LLC
Q4 2024 13F Holdings
- Locationsan francisco, CA
- Num holdings
254
- Value ($000)
$513,546
- Date Filed02/18/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $63.20M | 12 % | 691,220 | ||
SFLR INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 45783Y673 | $29.52M | 6 % | 904,265 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $22.40M | 4 % | 384,962 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $22.02M | 4 % | 199,990 | ||
ACIO ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 | $17.67M | 3 % | 439,117 | ||
AAPL APPLE INC | COM | 037833100 | $15.73M | 3 % | 62,821 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.83M | 3 % | 35,173 | ||
BSJP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 46138J817 | $14.76M | 3 % | 639,633 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $13.11M | 3 % | 22,267 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $12.02M | 2 % | 63,137 |
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