| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FDS | 4 | Q3 2023 | 8.5% |
| EXXON MOBIL CORP | 4 | Q3 2023 | 7.0% |
| MERCK & CO INC | 4 | Q3 2023 | 4.4% |
| JPMORGAN CHASE & CO | 4 | Q3 2023 | 4.0% |
| PIMCO ETF TR | 4 | Q3 2023 | 3.5% |
| ALPHABET INC | 4 | Q3 2023 | 4.2% |
| VERIZON COMMUNICATIONS INC | 4 | Q3 2023 | 3.7% |
| VANGUARD WORLD FDS | 4 | Q3 2023 | 2.7% |
| AT&T INC | 4 | Q3 2023 | 2.4% |
| SPDR S&P MIDCAP 400 ETF TR | 4 | Q3 2023 | 2.4% |
View Delta Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-13 |
View Delta Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.