Delta Investment Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsan francisco, CA
- CIK0001757043
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
254 | $513.55M | KRE, SFLR, VGSH, SHV | 13F-HR | Feb 18, 2025 | 000109544925000007 | ||
243 | $490.63M | SFLR, VGSH, ACIO, SHV | 13F-HR | Nov 15, 2024 | 000109544924000086 | ||
214 | $453.16M | KRE, SFLR, SHV, JEPQ | 13F-HR | Aug 14, 2024 | 000109544924000056 | ||
216 | $440.28M | VGSH, CALF, JEPQ, SHV | 13F-HR | May 9, 2024 | 000109544924000028 | ||
200 | $403.32M | KRE, VGSH, JEPI, JEPQ | 13F-HR | Feb 2, 2024 | 000109544924000005 | ||
182 | $360.82M | KRE, VGSH, PJUL, GBIL | 13F-HR | Nov 14, 2023 | 000109544923000080 | ||
187 | $364.96M | IVV, SHV, KRE, IVW | 13F-HR | Aug 4, 2023 | 000109544923000064 | ||
185 | $349.49M | KRE, SHV, AAPL, GOOG | 13F-HR | May 8, 2023 | 000109544923000036 | ||
178 | $308.66M | RSP, IVV, IVE, VGSH | 13F-HR | Jan 20, 2023 | 000109544923000019 | ||
167 | $231.24M | GOOG, IVV, VGSH, DMLP | 13F-HR | Oct 21, 2022 | 000109544922000103 | ||
139 | $219.20M | GOOG, IVV, AMZN, DMLP | 13F-HR | Jul 20, 2022 | 000109544922000081 | ||
140 | $337.01M | IVV, JQUA, IWS, RSP | 13F-HR | May 11, 2022 | 000109544922000037 | ||
170 | $347.60M | IVV, MSTB, NDQ, GOOG | 13F-HR | Feb 7, 2022 | 000109544922000007 | ||
170 | $318.16M | IVV, MSTB, TRANSDIGM GROUP INC, GOOG | 13F-HR | Nov 12, 2021 | 000109544921000098 | ||
169 | $336.51M | IVV, TRANSDIGM GROUP INC, BRK.B, IVE | 13F-HR | Aug 6, 2021 | 000109544921000067 | ||
161 | $314.28M | IVV, TRANSDIGM GROUP INC, IVE, BRK.B | 13F-HR | May 14, 2021 | 000109544921000044 | ||
184 | $311.42M | IVV, BRK.B, TRANSDIGM GROUP INC, VCSH | 13F-HR | Feb 4, 2021 | 000109544921000006 | ||
136 | $184.61M | VCSH, BRK.B, CHTR, TRANSDIGM GROUP INC | 13F-HR | Nov 12, 2020 | 000109544920000055 | ||
148 | $239.60M | GWRS, IVV, BRK.B, TRANSDIGM GROUP INC | 13F-HR | Aug 5, 2020 | 000109544920000045 | ||
105 | $130.72M | GWRS, BRK.B, TRANSDIGM GROUP INC, IVV | 13F-HR | May 14, 2020 | 000109544920000029 | ||
138 | $274.75M | GWRS, KRE, TRANSDIGM GROUP INC, IVV | 13F-HR | Feb 12, 2020 | 000109544920000013 | ||
142 | $191.45M | TRANSDIGM GROUP INC, KRE, IVV, BRK.B | 13F-HR | Nov 5, 2019 | 000109544919000066 | ||
117 | $174.87M | KRE, TRANSDIGM GROUP INC, BRK.B, IVV | 13F-HR | Aug 8, 2019 | 000109544919000045 | ||
54 | $114.33M | TRANSDIGM GROUP INC, IVV, SHY, VGSH | 13F-HR | May 7, 2019 | 000109544919000022 | ||
35 | $105.80M | IVV, TRANSDIGM GROUP INC, DMLP, VGSH | 13F-HR | Jan 18, 2019 | 000109544919000004 |