Delta Financial Group, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $427 Million distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $111M, Microsoft Corp with a value of $20.3M, Vanguard Growth ETF with a value of $17.9M, Berkshire Hathaway Inc Class B with a value of $13.7M, and Vanguard Information Technolog with a value of $10.6M.
Examining the 13F form we can see an increase of $158M in the current position value, from $269M to 427M.
Delta Financial Group, Inc. is based out at Basking Ridge, NJ
Below you can find more details about Delta Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$427 Million
Technology: $152 Million
ETFs: $131 Million
Financial Services: $33.3 Million
Healthcare: $27.5 Million
Communication Services: $20.6 Million
Consumer Defensive: $12.8 Million
Industrials: $12.8 Million
Consumer Cyclical: $12 Million
Other: $18.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
