Delta Financial Group, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Basking Ridge, NJ
CIK
0001965718
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 123 238,438 AAPL, BRK-B, VGT, XOM 13F-HR 7/15/2024 000196571824000004
Q1 2024 236 339,714 AAPL, MSFT, VUG, BRK-B 13F-HR 4/30/2024 000196571824000002
Q4 2023 222 317,926 AAPL, MSFT, VUG, BRK-B 13F-HR 1/18/2024 000196571824000001
Q3 2023 210 289,593 AAPL, MSFT, VUG, BRK-B 13F-HR 10/31/2023 000196579823000004
Q2 2023 90 85 VGT, XOM, MRK, GOOG 13F-HR 7/10/2023 000196571823000005
Q1 2023 185 254,631 AAPL, MSFT, VUG, BRK-B 13F-HR 4/25/2023 000196571823000004
Q4 2022 181 225,872 AAPL, MSFT, BRK-B, VUG 13F-HR 2/13/2023 000196571823000001