13F Filings History of Delta Financial Group, Inc.

Latest 13F report
Q1 2025 - 09 May 2025
Value $
$437,518,000
Signature - Title
Ashleigh Swayze - Counsel
Location
Basking Ridge, NJ
Summary
This page shows a list of all the recent 13F filings made by Delta Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Delta Financial Group, Inc. reported 258 stock holdings with total value $437,518,000 as of Q1 2025. Top holdings included AAPL, MSFT, VUG, BRKB, and VGT.

Notify me when Delta Financial Group, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 258 $437,518,000 +$26,206,079 -$5,072,163 +$21,133,916 AAPL, MSFT, VUG, BRKB, VGT 13F-HR 09 May 2025, 09:46
Q4 2024 251 $427,062,000 +$154,874,701 -$6,202,920 +$148,671,781 AAPL, MSFT, VUG, BRKB, VGT 13F-HR 04 Feb 2025, 09:30
Q3 2024 138 $269,034,000 +$15,765,764 -$2,728,054 +$13,037,710 AAPL, BRKB, VGT, XOM, CGXU 13F-HR 03 Oct 2024, 14:33
Q2 2024 123 $238,438,000 +$13,916,998 -$131,750,972 -$117,833,974 AAPL, BRKB, VGT, XOM, GOOG 13F-HR 15 Jul 2024, 13:16
Q1 2024 236 $339,714,000 +$16,377,279 -$7,279,405 +$9,097,874 AAPL, MSFT, VUG, BRKB, VGT 13F-HR 30 Apr 2024, 11:09
Q4 2023 222 $317,926,000 +$9,581,005 -$8,273,735 +$1,307,270 AAPL, MSFT, VUG, BRKB, VGT 13F-HR 18 Jan 2024, 15:45
Q3 2023 210 $289,593,000 +$208,241,856 -$2,863,632 +$205,378,224 AAPL, MSFT, VUG, BRKB, VGT 13F-HR 31 Oct 2023, 09:46
Q2 2023 90 $85,236,000 +$13,469,538 -$186,258,109 -$172,788,571 VGT, XOM, MRK, GOOG, JPM 13F-HR 10 Jul 2023, 12:14
Q1 2023 185 $254,629,000 +$9,503,366 -$2,858,425 +$6,644,941 AAPL, MSFT, VUG, BRKB, VGT 13F-HR 25 Apr 2023, 12:20
Q4 2022 181 $225,865,000 $0 $0 $0 AAPL, MSFT, BRKB, VUG, PFE 13F-HR 13 Feb 2023, 16:03