Delta Financial Group, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    basking ridge, NJ
  • CIK
    0001965718
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

251

$428.00K
AAPL, MSFT, VUG, BRK.B
13F-HR
Feb 4, 2025
000196571825000001

138

$270.00K
AAPL, BRK.B, VANGUARD WORLD FDS, XOM
13F-HR
Oct 3, 2024
000196571824000005

123

$239.00K
AAPL, BRK.B, VANGUARD WORLD FDS, XOM
13F-HR
Jul 15, 2024
000196571824000004

236

$340.00K
AAPL, MSFT, VUG, BRK.B
13F-HR
Apr 30, 2024
000196571824000002

222

$318.00K
AAPL, MSFT, VUG, BRK.B
13F-HR
Jan 18, 2024
000196571824000001

210

$290.00K
AAPL, MSFT, VUG, BRK.B
13F-HR
Oct 31, 2023
000196579823000004

90

$86.00K
VANGUARD WORLD FDS, XOM, MRK, GOOG
13F-HR
Jul 10, 2023
000196571823000005

185

$255.00K
AAPL, MSFT, VUG, BRK.B
13F-HR
Apr 25, 2023
000196571823000004

181

$226.00K
AAPL, MSFT, BRK.B, VUG
13F-HR
Feb 13, 2023
000196571823000001
Delta Financial Group, Inc. 13F Filings