Delta Financial Group, Inc. New Holdings in Q4 2024

Delta Financial Group, Inc.

  • $427 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
48.3K
New
$406.35 - $454.46 $19.6M - $21.9M
48.3K $20.3M
VUG
Vanguard Growth ETF

ETFs
43.6K
New
$378.79 - $428.11 $16.5M - $18.7M
43.6K $17.9M
VTV
Vanguard Value ETF

ETFs
48.1K
New
$168.32 - $181.87 $8.1M - $8.75M
48.1K $8.15M
LLY
Eli Lilly & CO

Healthcare
6.73K
New
$727.2 - $932.06 $4.89M - $6.27M
6.73K $5.2M
PG
Procter & Gamble CO

Consumer Defensive
23.2K
New
$161.05 - $179.7 $3.73M - $4.16M
23.2K $3.88M
JNJ
Johnson & Johnson

Healthcare
24.5K
New
$143.34 - $165.86 $3.51M - $4.06M
24.5K $3.54M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
65.5K
New
$44.87 - $46.86 $2.94M - $3.07M
65.5K $2.94M
IGLB
Ishares 10+ Year Investment Gr

ETFs
59K
New
$49.36 - $53.72 $2.91M - $3.17M
59K $2.92M
PFE
Pfizer Inc

Healthcare
96.7K
New
$24.8 - $30.19 $2.4M - $2.92M
96.7K $2.56M
BMY
Bristol Myers Squibb CO

Healthcare
44K
New
$51.92 - $59.94 $2.29M - $2.64M
44K $2.49M
IWM
Ishares Russell 2000 ETF

ETFs
10.7K
New
$216.13 - $242.4 $2.3M - $2.58M
10.7K $2.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.9K
New
$113.92 - $127.38 $2.26M - $2.53M
19.9K $2.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17.4K
New
$126.68 - $134.74 $2.2M - $2.34M
17.4K $2.22M
GE
General Electric CO

Industrials
11.6K
New
$159.95 - $194.23 $1.86M - $2.25M
11.6K $1.94M
NVO
Novo Nordisk A S

Healthcare
21.5K
New
$85.0 - $120.04 $1.82M - $2.58M
21.5K $1.85M
CVX
Chevron Corp

Energy
12.2K
New
$141.15 - $162.53 $1.72M - $1.98M
12.2K $1.77M
IBM
International Business Machines Corp

Technology
7.73K
New
$204.9 - $238.04 $1.58M - $1.84M
7.73K $1.7M
DIS
Walt Disney CO

Communication Services
14.5K
New
$92.39 - $117.6 $1.34M - $1.71M
14.5K $1.62M
PEG
Public Service Enterprise Group Inc

Utilities
18.8K
New
$81.87 - $94.51 $1.54M - $1.78M
18.8K $1.59M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.7K
New
$370.24 - $418.94 $1.37M - $1.55M
3.7K $1.48M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.8K
New
$58.88 - $64.8 $1.4M - $1.55M
23.8K $1.41M
WMT
Walmart Inc.

Consumer Defensive
15K
New
$79.1 - $95.7 $1.18M - $1.43M
15K $1.35M
SYK
Stryker Corp

Healthcare
3.4K
New
$345.14 - $392.15 $1.17M - $1.33M
3.4K $1.23M
HON
Honeywell International Inc

Industrials
5.42K
New
$202.84 - $236.0 $1.1M - $1.28M
5.42K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
2.98K
New
$385.02 - $431.37 $1.15M - $1.28M
2.98K $1.16M
UPS
United Parcel Service Inc

Industrials
8.71K
New
$122.65 - $138.35 $1.07M - $1.2M
8.71K $1.1M
PEP
Pepsico Inc

Consumer Defensive
7.19K
New
$151.29 - $176.1 $1.09M - $1.27M
7.19K $1.09M
FISV
Fiserv Inc

Technology
5.29K
New
N/A
5.29K $1.09M
TJX
Tjx Companies Inc

Consumer Cyclical
8.98K
New
$112.15 - $127.2 $1.01M - $1.14M
8.98K $1.09M
MUB
Ishares National Muni Bond ETF

ETFs
10.2K
New
$105.78 - $108.7 $1.08M - $1.11M
10.2K $1.09M
DHR
Danaher Corp

Healthcare
4.62K
New
$226.16 - $274.52 $1.05M - $1.27M
4.62K $1.06M
VTI
Vanguard Total Stock Market Et

ETFs
3.66K
New
$280.04 - $302.45 $1.02M - $1.11M
3.66K $1.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.21K
New
$94.43 - $105.47 $870K - $971K
9.21K $935K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.67K
New
$521.84 - $558.82 $870K - $932K
1.67K $898K
INTU
Intuit Inc

Technology
1.4K
New
$602.01 - $706.25 $842K - $987K
1.4K $879K
PANW
Palo Alto Networks Inc

Technology
4.63K
New
$181.96 - $405.9 $842K - $1.88M
4.63K $842K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
29.3K
New
$27.54 - $83.04 $808K - $2.44M
29.3K $813K
SCHG
Schwab Strategic Tr Us Large C

ETFs
28.9K
New
$25.93 - $105.3 $749K - $3.04M
28.9K $805K
MCD
Mcdonalds Corp

Consumer Cyclical
2.62K
New
$288.47 - $316.54 $756K - $830K
2.62K $760K
DOW
Dow Inc.

Basic Materials
18.4K
New
$39.1 - $55.34 $720K - $1.02M
18.4K $739K
WFC
Wells Fargo & Company

Financial Services
10.5K
New
$54.98 - $77.35 $576K - $810K
10.5K $735K
KO
Coca Cola CO

Consumer Defensive
11.8K
New
$61.74 - $71.71 $727K - $845K
11.8K $734K
UNP
Union Pacific Corp

Industrials
3.21K
New
$223.15 - $249.32 $717K - $801K
3.21K $732K
SBUX
Starbucks Corp

Consumer Cyclical
7.67K
New
$87.44 - $102.5 $671K - $787K
7.67K $700K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.36K
New
$74.5 - $78.37 $697K - $733K
9.36K $699K
CAT
Caterpillar Inc

Industrials
1.93K
New
$360.37 - $416.88 $694K - $803K
1.93K $699K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.6K
New
$18.41 - $40.87 $674K - $1.5M
36.6K $677K
SO
Southern CO

Utilities
7.82K
New
$81.5 - $94.15 $637K - $736K
7.82K $644K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.76K
New
$61.68 - $67.87 $602K - $662K
9.76K $608K
Activity Summary
Buys All Purchases 196 New Holdings 124 Increased Positions 72 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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