DF

Delta Financial Group, Inc.

13F
Delta Financial Group, Inc.
Last update 2025-05-09 258 Stocks (16 new)
Value $438.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(23.19%)MSFT(4.60%)VUG(3.96%)BRK.B(3.63%)VGT(2.40%)
Summary Stock Picks Current Portfolio
Delta Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
459,850
101,500.0
+3.35%
23.190
+0.75%
0.000
+11.21%
-14.12%
3,204,332.1
Hardware
MSFT
Microsoft Corp
51,179
20,120.0
+6.02%
4.600
+0.26%
0.000
+41.56%
+20.85%
3,771,644.4
Software
VUG
Vanguard Growth ETF
44,522
17,330.0
+2.14%
3.960
+0.08%
0.010
+31.66%
+9.99%
167,854.7
 
BRK.B
Berkshire Hathaway Inc
30,195
15,880.0
+0.27%
3.630
+0.01%
0.000
-6.30%
+4.79%
1,024,885.8
Insurance
VGT
Vanguard Information Technology ETF
18,244
10,500.0
+6.92%
2.400
+0.16%
0.010
+40.04%
+10.89%
87,818.7
 
VTV
Vanguard Value ETF
50,390
8,800.0
+4.72%
2.010
+0.09%
0.010
+12.81%
+6.40%
133,221.5
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
101,930
8,290.0
+12.28%
1.890
+0.21%
0.020
+4.12%
+5.22%
53,525.4
 
CGXU
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
293,543
7,580.0
+9.10%
1.730
+0.14%
0.220
+18.28%
+11.19%
3,759.4
 
JPST
JPMorgan Ultra-Short Income ETF
145,061
7,330.0
+63.57%
1.680
+0.65%
0.020
+1.28%
+2.73%
32,074.7
 
CGDV
Capital Group Dividend Value ETF
188,067
6,860.0
+11.58%
1.570
+0.16%
0.040
+24.50%
+16.27%
19,020.7
 

Delta Financial Group, Inc.'s Historical Top Holdings Breakdowns

Delta Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Add
Add
+0.75%
●
209.68 ($231.67) 247.1
$213.13
-8.00%
Add 3.35%
459,850
14,917
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.65%
●
50.39 ($50.51) 50.66
$50.59
0.17%
Add 63.57%
145,061
56,378
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.37%
●
106.98 ($126.74) 149.43
$171.98
35.70%
Add 32.34%
55,197
13,487
UNH
UnitedHealth Group Inc
2025-03-31
Add
Add
+0.36%
●
461.52 ($511.2) 548.18
$285.01
-44.25%
Add 182.26%
4,629
2,989
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.26%
●
375.39 ($407.71) 447.2
$507.45
24.46%
Add 6.02%
51,179
2,905
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.21%
●
79.17 ($80.9) 82.04
$82.52
2.00%
Add 12.28%
101,930
11,152
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+0.21%
●
45.56 ($46.5) 47.23
$46.72
0.46%
Add 203.88%
28,589
19,181
VGT
Vanguard Information Technology ETF
2025-03-31
Add
Add
+0.16%
●
542.38 ($602.71) 646.34
$687.92
14.14%
Add 6.92%
18,244
1,180
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.16%
●
34.95 ($36.32) 37.36
$40.72
12.11%
Add 11.58%
188,067
19,525
CGXU
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
2025-03-31
Add
Add
+0.14%
●
24.48 ($25.57) 26.59
$27.14
6.12%
Add 9.1%
293,543
24,490

Delta Financial Group, Inc. Total Holding History ($B)

To

Delta Financial Group, Inc.'s Asset Allocation

To

Delta Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Delta Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Delta Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Delta Financial Group, Inc.'s Holdings Heat Map

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Delta Financial Group, Inc.'s Holdings Bubble Chart

Delta Financial Group, Inc. News

  • 1

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