Delta Wealth Advisors LLC Purchases and Sells in Q4 2025

Delta Wealth Advisors LLC

$119 Billion
Q4 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBHF	113K + 657.17%	$23.18 - $23.38 $2.61M - $2.64M	130K $3B
SPDW	49.4K + 30.01%	$42.26 - $44.28 $2.09M - $2.19M	214K $9.51B
HEFA	21.2K + 17.31%	$39.63 - $41.86 $839K - $886K	143K $5.93B
LLY	8 + 0.77%	$799.57 - $1025.28 $6.4K - $8.2K	1.05K $1.13B
SHYG	6.16K + 132.54%	$42.66 - $43.29 $263K - $267K	10.8K $463M
IBTG	10.2K + 2.11%	$22.88 - $22.95 $233K - $234K	493K $11.3B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTH	347K New	$22.43 - $22.55 $7.77M - $7.82M	347K $7.79B
IBDR	167K New	N/A	167K $4.05B
IBHI	158K New	$23.44 - $23.83 $3.71M - $3.77M	158K $3.74B
IBTI	53.8K New	$22.32 - $22.47 $1.2M - $1.21M	53.8K $1.2B
IDLV	6.76K New	$32.86 - $33.99 $222K - $230K	6.76K $229M
MRK	2.17K New	$82.49 - $92.93 $179K - $202K	2.17K $228M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-93.3K - 72.89%	$76.84 - $80.86 $7.17M - $7.55M	34.7K $2.78B
VOO	-6.79K - 25.1%	$600.51 - $631.95 $4.08M - $4.29M	20.3K $12.7B
PCY	-79K - 73.98%	$21.4 - $22.03 $1.69M - $1.74M	27.8K $602M
SPMO	-5.29K - 12.77%	$117.68 - $124.18 $623K - $657K	36.1K $4.31B
RSP	-2.03K - 6.66%	$185.12 - $192.11 $376K - $391K	28.5K $5.45B
MBB	-3.03K - 35.23%	$94.9 - $96.23 $287K - $291K	5.57K $530M

Activity Summary All Purchases 19 New Holdings 6 Increased Positions 13 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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