Delta Investment Management, LLC Q2 2025 Filing

Filed August 1, 2025

Portfolio Value

$520.3B

Holdings

239

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (239 positions)

#StockSharesValue% PortfolioType
1
SFLRINNOVATOR ETFS TRUST
888,058$29.8B5.73%
2
MSFTMICROSOFT CORP
56,881$28.3B5.44%
3
MINTPIMCO ETF TR
240,174$24.1B4.64%
4
COWGPACER FDS TR
560,871$19.7B3.78%
5
VGSHVANGUARD SCOTTSDALE FDS
301,650$17.7B3.41%
6
SHVISHARES TR
141,778$15.7B3.01%
7
CGDGCAPITAL GROUP DIVIDEND VALUE
381,298$15.1B2.89%
8
BILZPIMCO ETF TR
132,178$13.4B2.57%
9
AMZNAMAZON COM INC
60,838$13.3B2.57%
10
IVVISHARES TR
21,463$13.3B2.56%
11
BSJPINVESCO EXCH TRD SLF IDX FD
536,036$12.4B2.38%
12
AAPLAPPLE INC
60,070$12.3B2.37%
13
BSJQINVESCO EXCH TRD SLF IDX FD
484,033$11.3B2.17%
14
T7DTRANSDIGM GROUP INC
7,393$11.2B2.16%
15
EPDENTERPRISE PRODS PARTNERS L
350,332$10.9B2.09%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
21,843$10.6B2.04%
17
ACIOETF SER SOLUTIONS
243,082$10.1B1.93%
18
PYLDPIMCO ETF TR
344,110$9.1B1.76%
19
UNHUNITEDHEALTH GROUP INC
27,002$8.4B1.62%
20
GOOGALPHABET INC
47,387$8.4B1.62%
21
DMLPDORCHESTER MINERALS LP
294,260$8.2B1.58%
22
GOOGLALPHABET INC
34,508$6.1B1.17%
23
JEPQJ P MORGAN EXCHANGE TRADED F
102,802$5.6B1.07%
24
TSMTAIWAN SEMICONDUCTOR MFG LTD
24,512$5.6B1.07%
25
NVDANVIDIA CORPORATION
32,247$5.1B0.98%
26
CGGRCAPITAL GROUP GROWTH ETF
111,036$4.5B0.87%
27
WDAYWORKDAY INC
18,536$4.4B0.85%
28
SPYSPDR S&P 500 ETF TR
7,131$4.4B0.85%
29
JEPIJ P MORGAN EXCHANGE TRADED F
73,206$4.2B0.80%
30
WMTWALMART INC
41,234$4.0B0.77%
31
HCMTDIREXION SHS ETF TR
120,994$3.9B0.76%
32
SPYINEOS ETF TRUST
77,506$3.9B0.75%
33
BRK-BBERKSHIRE HATHAWAY INC DEL
5$3.6B0.70%
34
DHRDANAHER CORPORATION
18,283$3.6B0.69%
35
VPCETFIS SER TR I
161,373$3.3B0.64%
36
CEF/USPROTT PHYSICAL GOLD & SILVE
104,915$3.2B0.61%
37
BIZDVANECK ETF TRUST
178,328$2.9B0.56%
38
RSPINVESCO EXCHANGE TRADED FD T
15,967$2.9B0.56%
39
BILSPDR SERIES TRUST
30,543$2.8B0.54%
40
NDQINVESCO QQQ TR
4,665$2.6B0.49%
41
CVXCHEVRON CORP NEW
17,585$2.5B0.48%
42
MAINMAIN STR CAP CORP
40,729$2.4B0.46%
43
JPMJPMORGAN CHASE & CO.
7,982$2.3B0.44%
44
EQTEQT CORP
38,762$2.3B0.43%
45
MIGAMICROSTRATEGY INC
5,553$2.2B0.43%
46
CRKCOMSTOCK RES INC
80,051$2.2B0.43%
47
QFLRINNOVATOR ETFS TRUST
74,066$2.2B0.42%
48
GPIXGOLDMAN SACHS ETF TR
41,984$2.1B0.40%
49
TSLATESLA INC
6,529$2.1B0.40%
50
MSCIMSCI INC
3,583$2.1B0.40%
51
AMLPALPS ETF TR
41,861$2.0B0.39%
52
FMAGFIDELITY COVINGTON TRUST
58,939$2.0B0.39%
53
EXEEXPAND ENERGY CORPORATION
16,966$2.0B0.38%
54
RDVIFIRST TR EXCHANGE-TRADED FD
79,777$2.0B0.38%
55
RRCRANGE RES CORP
48,326$2.0B0.38%
56
ARANTERO RESOURCES CORP
48,504$2.0B0.38%
57
PGPROCTER AND GAMBLE CO
12,066$1.9B0.37%
58
FSCOFS CREDIT OPPORTUNITIES CORP
256,063$1.9B0.36%
59
METAMETA PLATFORMS INC
2,312$1.7B0.33%
60
QQHNORTHERN LTS FD TR III
24,736$1.7B0.32%
61
AESAES CORP
158,581$1.7B0.32%
62
CRWDCROWDSTRIKE HLDGS INC
3,117$1.6B0.31%
63
GQ9SPDR GOLD TR
5,171$1.6B0.30%
64
IBMINTERNATIONAL BUSINESS MACHS
5,319$1.6B0.30%
65
CATCATERPILLAR INC
3,971$1.5B0.30%
66
APHAMPHENOL CORP NEW
15,220$1.5B0.29%
67
ETNEATON CORP PLC
4,079$1.5B0.28%
68
XOMEXXON MOBIL CORP
12,927$1.4B0.27%
69
VVISA INC
3,906$1.4B0.27%
70
FPHFIVE POINT HOLDINGS LLC
240,161$1.3B0.25%
71
IBITISHARES BITCOIN TRUST ETF
21,380$1.3B0.25%
72
JNJJOHNSON & JOHNSON
8,390$1.3B0.25%
73
MPLXMPLX LP
24,765$1.3B0.25%
74
GBILGOLDMAN SACHS ETF TR
12,714$1.3B0.24%
75
CSCOCISCO SYS INC
18,218$1.3B0.24%
76
MRVIMARAVAI LIFESCIENCES HLDGS I
509,941$1.2B0.24%
77
AVGOBROADCOM INC
4,277$1.2B0.23%
78
NOWSERVICENOW INC
1,142$1.2B0.23%
79
GEGE AEROSPACE
4,542$1.2B0.22%
80
METMETLIFE INC
14,269$1.1B0.22%
81
LLYELI LILLY & CO
1,381$1.1B0.21%
82
VICIVICI PPTYS INC
31,922$1.0B0.20%
83
XLKSELECT SECTOR SPDR TR
4,026$1.0B0.20%
84
JPSTJ P MORGAN EXCHANGE TRADED F
19,855$1.0B0.19%
85
EWBCEAST WEST BANCORP INC
9,539$963.2M0.19%
86
FBTCFIDELITY WISE ORIGIN BITCOIN
10,245$962.9M0.19%
87
GEVGE VERNOVA INC
1,816$960.9M0.18%
88
4I1PHILIP MORRIS INTL INC
5,248$955.8M0.18%
89
CTASIMPLIFY EXCHANGE TRADED FUN
35,302$944.0M0.18%
90
STRLSTERLING INFRASTRUCTURE INC
3,984$919.2M0.18%
91
VRTVERTIV HOLDINGS CO
6,885$884.1M0.17%
92
GTYGETTY RLTY CORP NEW
31,961$883.4M0.17%
93
AGXARGAN INC
3,995$880.9M0.17%
94
ABTABBOTT LABS
6,160$837.8M0.16%
95
CAHCARDINAL HEALTH INC
4,898$822.9M0.16%
96
IBKRINTERACTIVE BROKERS GROUP IN
14,556$806.6M0.16%
97
LOWLOWES COS INC
3,535$784.3M0.15%
98
PJULINNOVATOR ETFS TRUST
17,683$775.4M0.15%
99
AMATAPPLIED MATLS INC
4,190$767.0M0.15%
100
AXPAMERICAN EXPRESS CO
2,399$765.2M0.15%
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