Delta Financial Group, Inc. Portfolio Holdings
Delta Financial Group, Inc.
- $427 Million
- Q4 2024
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 251
- Current Value $427 Million
- Prior Value $269 Million
- Filing
- Period Q4 2024
- Filing Date February 04, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 124 stocks
- Additional Purchases 72 stocks
- Sold out of 0 stocks
- Reduced holdings in 40 stocks