Delta Financial Group, Inc. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Delta Financial Group, Inc. opened 13 positions, added to 62, reduced 51, sold out of 6 and left 28 unchanged. The largest increase in value was BRKB (+$2,228); the largest decrease was AAPL (-$9,917).
- TSLA: Country of operation United States; Class COM; Shares 2024-12-31 4,893; Shares 2025-03-31 4,759.
- T: Country of operation United States; Class COM; Shares 2024-12-31 103,667; Shares 2025-03-31 103,238.
- XOMXXXX: Country of operation —; Class COM; Shares 2024-12-31 54,009; Shares 2025-03-31 53,693.
- VZ: Country of operation United States; Class COM; Shares 2024-12-31 80,335; Shares 2025-03-31 80,014.
Two Form 13F-HR filings compared (SEC CIK 1965718): 2024-12-31 (filed 2025-02-04) and 2025-03-31 (filed 2025-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-03-31 | Share change | Value 2024-12-31 | Value 2025-03-31 | Value change |
|---|
TSLA
TESLA INC | United States | COM | 4,893 | 4,759 | -134 | $1,976 | $1,325 | -$651 |
|---|
T
AT&T INC | United States | COM | 103,667 | 103,238 | -429 | $2,360 | $2,783 | +$423 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 54,009 | 53,693 | -316 | $5,810 | $6,218 | +$408 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 80,335 | 80,014 | -321 | $3,213 | $3,485 | +$272 |
|---|
DIS
DISNEY WALT CO | United States | COM | 14,508 | 13,445 | -1,063 | $1,615 | $1,347 | -$268 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 11,598 | 10,429 | -1,169 | $1,935 | $2,193 | +$258 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 12,204 | 12,158 | -46 | $1,768 | $2,006 | +$238 |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 5,670 | 2,633 | -3,037 | $443 | $215 | -$228 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 7,728 | 7,702 | -26 | $1,699 | $1,914 | +$215 |
|---|
CSCO
CISCO SYS INC | United States | COM | 27,026 | 22,751 | -4,275 | $1,600 | $1,387 | -$213 |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 8,709 | 7,670 | -1,039 | $1,098 | $888 | -$210 |
|---|
AMGN
AMGEN INC | United States | COM | 3,287 | 3,261 | -26 | $857 | $1,025 | +$168 |
|---|
NKE
NIKE INC | United States | CL B | 7,491 | 6,136 | -1,355 | $567 | $413 | -$154 |
|---|
ABBV
ABBVIE INC | United States | COM | 6,689 | 6,305 | -384 | $1,189 | $1,319 | +$130 |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 5,423 | 5,383 | -40 | $1,225 | $1,140 | -$85 |
|---|
DHR
DANAHER CORPORATION | United States | COM | 4,621 | 4,589 | -32 | $1,061 | $977 | -$84 |
|---|
PEP
PEPSICO INC | United States | COM | 7,194 | 6,926 | -268 | $1,094 | $1,014 | -$80 |
|---|
KO
COCA COLA CO | United States | COM | 11,782 | 11,766 | -16 | $734 | $811 | +$77 |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 2,220 | 2,216 | -4 | $407 | $471 | +$64 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 7,594 | 7,454 | -140 | $818 | $881 | +$63 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 9,459 | 8,803 | -656 | $678 | $617 | -$61 |
|---|
BX
BLACKSTONE INC | United States | COM | 2,646 | 2,643 | -3 | $456 | $402 | -$54 |
|---|
GEV
GE VERNOVA INC | United States | COM | 2,725 | 2,454 | -271 | $896 | $843 | -$53 |
|---|
MRSH
MARSH & MCLENNAN COS INC | United States | COM | 2,708 | 2,666 | -42 | $575 | $625 | +$50 |
|---|
PEG
PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 18,819 | 18,503 | -316 | $1,590 | $1,542 | -$48 |
|---|
CAT
CATERPILLAR INC | United States | COM | 1,927 | 1,914 | -13 | $699 | $654 | -$45 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 4,626 | 4,326 | -300 | $842 | $799 | -$43 |
|---|
CTRA
COTERRA ENERGY INC | United States | COM | 18,453 | 17,438 | -1,015 | $471 | $512 | +$41 |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 10,468 | 10,435 | -33 | $735 | $775 | +$40 |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 20,298 | 19,715 | -583 | $762 | $722 | -$40 |
|---|
MCD
MCDONALDS CORP | United States | COM | 2,621 | 2,600 | -21 | $760 | $795 | +$35 |
|---|
MMM
3M CO | United States | COM | 7,642 | 6,650 | -992 | $986 | $1,019 | +$33 |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 1,440 | 1,389 | -51 | $278 | $245 | -$33 |
|---|
ABT
ABBOTT LABS | United States | COM | 7,606 | 6,985 | -621 | $860 | $889 | +$29 |
|---|
SO
SOUTHERN CO | United States | COM | 7,821 | 7,553 | -268 | $644 | $671 | +$27 |
|---|
ED
CONSOLIDATED EDISON INC | United States | COM | 4,619 | 4,111 | -508 | $412 | $439 | +$27 |
|---|
BAC
BANK AMERICA CORP | United States | COM | 18,747 | 18,645 | -102 | $824 | $803 | -$21 |
|---|
PSX
PHILLIPS 66 | United States | COM | 1,979 | 1,938 | -41 | $225 | $245 | +$20 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 3,564 | 3,546 | -18 | $213 | $230 | +$17 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 1,646 | 1,581 | -65 | $309 | $293 | -$16 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 1,504 | 1,404 | -100 | $630 | $645 | +$15 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 1,530 | 1,511 | -19 | $249 | $234 | -$15 |
|---|
C
CITIGROUP INC | United States | COM NEW | 4,853 | 4,804 | -49 | $342 | $356 | +$14 |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 5,782 | 5,640 | -142 | $526 | $513 | -$13 |
|---|
TMUS
T-MOBILE US INC | United States | COM | 1,715 | 1,515 | -200 | $379 | $392 | +$13 |
|---|
ESPR
ESPERION THERAPEUTICS INC NE | United States | COM | 23,350 | 23,150 | -200 | $51 | $40 | -$11 |
|---|
D
DOMINION ENERGY INC | United States | COM | 6,795 | 6,555 | -240 | $366 | $356 | -$10 |
|---|
INTC
INTEL CORP | United States | COM | 11,562 | 9,881 | -1,681 | $232 | $239 | +$7 |
|---|
V
VISA INC | United States | COM CL A | 7,690 | 7,052 | -638 | $2,430 | $2,425 | -$5 |
|---|
BA
BOEING CO | United States | COM | 2,543 | 2,504 | -39 | $450 | $453 | +$3 |
|---|
VLY
VALLEY NATL BANCORP | United States | COM | 32,295 | 31,795 | -500 | $293 | $291 | -$2 |
|---|
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