Delta Financial Group, Inc.
Q4 2024 13F Holdings
- Locationbasking ridge, NJ
- Num holdings
251
- Value ($000)
$427
- Date Filed02/04/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $111.42K | 26 % | 444,933 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.35K | 5 % | 48,274 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $17.89K | 4 % | 43,589 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $13.65K | 3 % | 30,115 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $10.61K | 3 % | 17,064 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.15K | 2 % | 48,120 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $7.29K | 2 % | 90,778 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $6.64K | 2 % | 269,053 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $5.94K | 1 % | 168,542 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $5.81K | 1 % | 54,009 |
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