Delta Financial Group, Inc. has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $269 Million distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $104M, Berkshire Hathaway Inc Class B with a value of $13.8M, Vanguard Information Technolog with a value of $9.9M, Exxon Mobil Corp with a value of $6.53M, and Capital Group Intl Focus Equit with a value of $6.23M.
Examining the 13F form we can see an increase of $30.6M in the current position value, from $238M to 269M.
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
$269 Million
Technology: $118 Million
ETFs: $62.2 Million
Financial Services: $28.3 Million
Communication Services: $17.9 Million
Healthcare: $10.2 Million
Energy: $7.93 Million
Consumer Cyclical: $5.64 Million
Industrials: $5.56 Million
Other: $8.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
