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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Delta Investment Management, LLC

Quarter ended Q4 2024 · Filed February 18, 2025 · Accession 0001095449-25-000007

Total Value
$513.5M
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663691,220$63.2M12.31%
2INNOVATOR ETFS TRUSTINHD904,265$29.5M5.75%
3VANGUARD SCOTTSDALE FDS92206C102384,962$22.4M4.36%
4ISHARES TR464288679199,990$22.0M4.29%
5ETF SER SOLUTIONS26922A222439,117$17.7M3.44%
6APPLE INCAAPL62,821$15.7M3.06%
7MICROSOFT CORPMSFT35,173$14.8M2.89%
8INVESCO EXCH TRD SLF IDX FDIVZ639,633$14.8M2.87%
9ISHARES TR46428720022,267$13.1M2.55%
10ALPHABET INCGOOG63,137$12.0M2.34%
11AMAZON COM INCAMZN49,891$10.9M2.13%
12BERKSHIRE HATHAWAY INC DELBRK-A22,855$10.4M2.02%
13DORCHESTER MINERALS LPDMLP300,565$10.0M1.95%
14ENTERPRISE PRODS PARTNERS L293792107318,680$10.0M1.95%
15TRANSDIGM GROUP INCTDG7,410$9.4M1.83%
16INVESCO EXCH TRD SLF IDX FDIVZ329,842$7.7M1.49%
17ALPHABET INCGOOG36,818$7.0M1.36%
18PIMCO ETF TR72201R83364,921$6.5M1.27%
19PIMCO ETF TR72201R585247,896$6.4M1.25%
20J P MORGAN EXCHANGE TRADED F46641Q332109,200$6.3M1.22%
21NVIDIA CORPORATIONNVDA43,879$5.9M1.15%
22J P MORGAN EXCHANGE TRADED F46654Q203104,024$5.9M1.14%
23CAPITAL GROUP GROWTH ETF14020G101139,531$5.2M1.01%
24AIM ETF PRODUCTS TRUST00888H869150,805$4.6M0.89%
25SPDR S&P 500 ETF TRSPY7,654$4.5M0.87%
26WALMART INCWMT41,567$3.8M0.73%
27UNITEDHEALTH GROUP INCUNH6,696$3.4M0.66%
28ELEVANCE HEALTH INCELV8,987$3.3M0.65%
29THE CIGNA GROUP12552310011,995$3.3M0.64%
30WORKDAY INCWDAY12,734$3.3M0.64%
31DIREXION SHS ETF TR25461A72690,606$3.3M0.64%
32TESLA INCTSLA8,070$3.3M0.63%
33GOLDMAN SACHS ETF TRNVGLF31,643$3.2M0.62%
34J P MORGAN EXCHANGE TRADED F46641Q83758,301$2.9M0.57%
35INVESCO EXCHANGE TRADED FD TIVZ15,911$2.8M0.54%
36INVESCO QQQ TRIVZ5,352$2.7M0.53%
37SPROTT PHYSICAL GOLD & SILVESII115,113$2.7M0.53%
38ETFIS SER TR I26923G798123,384$2.7M0.52%
39NEOS ETF TRUST78433H30351,595$2.6M0.51%
40MSCI INCMSCI4,092$2.5M0.48%
41VISA INCV7,685$2.4M0.47%
42CHEVRON CORP NEWCVX16,650$2.4M0.47%
43INNOVATOR ETFS TRUSTINHD95,913$2.4M0.47%
44FIRST TR EXCHANGE-TRADED FD33738D87992,168$2.2M0.44%
45ALPS ETF TR00162Q45245,301$2.2M0.42%
46FIDELITY GREENWOOD STREET TR31624J74578,969$2.2M0.42%
47VANECK ETF TRUST92189F411123,674$2.1M0.40%
48PROCTER AND GAMBLE CO74271810912,116$2.0M0.40%
49GOLDMAN SACHS ETF TRNVGLF38,776$1.9M0.37%
50MARAVAI LIFESCIENCES HLDGS IMARA332,993$1.8M0.35%
51ELI LILLY & COLLY2,293$1.8M0.34%
52INNOVATOR ETFS TRUSTINHD58,583$1.7M0.33%
53NORTHERN LTS FD TR IIINTRSO24,179$1.6M0.32%
54MICROSTRATEGY INCSTRK5,380$1.6M0.30%
55META PLATFORMS INCMETA2,637$1.5M0.30%
56MAIN STR CAP CORP56035L10426,280$1.5M0.30%
57LIBERTY BROADBAND CORPLBRDP20,500$1.5M0.30%
58SSGA ACTIVE ETF TR78467V84837,306$1.5M0.29%
59PRINCIPAL EXCHANGE TRADED FD74255Y88878,860$1.5M0.29%
60CATERPILLAR INCCAT3,999$1.5M0.28%
61SPDR SER TR78468R60661,542$1.4M0.28%
62JPMORGAN CHASE & CO.VYLD5,917$1.4M0.28%
63MASTERCARD INCORPORATEDMA2,629$1.4M0.27%
64EXXON MOBIL CORPXOM12,767$1.4M0.27%
65EATON CORP PLCETN4,099$1.4M0.26%
66SPDR GOLD TRGLD5,444$1.3M0.26%
67JOHNSON & JOHNSONJNJ8,752$1.3M0.25%
68BROADCOM INCAVGO5,320$1.2M0.24%
69ISHARES TR4642876555,568$1.2M0.24%
70INTERNATIONAL BUSINESS MACHSINTR5,272$1.2M0.23%
71METLIFE INCMET-PF14,132$1.2M0.23%
72GE VERNOVA INCGEV3,493$1.1M0.22%
73ISHARES BITCOIN TRUST ETFIBIT21,313$1.1M0.22%
74CROWDSTRIKE HLDGS INCCRWD3,296$1.1M0.22%
75SERVICENOW INCNOW1,050$1.1M0.22%
76AMPHENOL CORP NEW03209510115,229$1.1M0.21%
77INNOVATOR ETFS TRUSTINHD24,769$1.0M0.20%
78APPLIED MATLS INC0382221055,992$974,4760.19%
79LOWES COS INC5486611073,905$963,8740.19%
80EAST WEST BANCORP INCEWBC9,937$951,6130.19%
81FIRST TR EXCHANGE-TRADED FD33739Q70518,472$927,4790.18%
82FIVE POINT HOLDINGS LLCFPH241,811$914,0460.18%
83SELECT SECTOR SPDR TR81369Y8033,896$905,9430.18%
84CISCO SYS INCCSCO15,070$892,1640.17%
85LAMB WESTON HLDGS INCLW13,259$886,0830.17%
86MCDONALDS CORPMCD2,792$809,4750.16%
87AMERICAN TOWER CORP NEW03027X1004,217$773,4470.15%
88SALESFORCE INCCRM2,263$756,4260.15%
89SUNCOR ENERGY INC NEWSU20,902$745,7830.15%
90J P MORGAN EXCHANGE TRADED F46641Q15916,240$740,8900.14%
91CADIZ INCCDZIP142,181$739,3410.14%
92GE AEROSPACE3696043014,351$725,7060.14%
93VANECK ETF TRUST92189F43725,304$725,4720.14%
94PEPSICO INCPEP4,753$722,7870.14%
95ONEOK INC NEWOKE7,006$703,4020.14%
96ABBOTT LABSABLZF6,211$702,5150.14%
97UNITED RENTALS INCURI968$681,7750.13%
98INTERACTIVE BROKERS GROUP IN45841N1073,824$675,5110.13%
99ABBVIE INCABBV3,788$673,1010.13%
100AVITA MEDICAL INCAVHHL52,470$671,6160.13%
101PROGRESSIVE CORP7433151032,792$669,0610.13%
102MERCK & CO INCMRK6,695$665,9780.13%
103UBER TECHNOLOGIES INCUBER10,943$660,0820.13%
104MARSH & MCLENNAN COS INC5717481023,079$654,0240.13%
105FIDELITY WISE ORIGIN BITCOINFBTC7,974$650,5190.13%
106LIBERTY BROADBAND CORPLBRDP8,692$646,3370.13%
107PHILIP MORRIS INTL INC7181721095,346$643,3560.13%
108SCHWAB STRATEGIC TR80852460724,806$641,4920.12%
109AMERICAN EXPRESS COAXP2,114$627,4140.12%
110SNAP ON INCSNA1,844$626,0010.12%
111FIRST TR EXCHANGE-TRADED FD33738R50610,537$623,1720.12%
112FEDEX CORPFDX2,108$593,0440.12%
113DISNEY WALT CO2546871065,306$590,8420.12%
114ISHARES TR4642876221,829$589,1140.11%
115STERLING INFRASTRUCTURE INCSTRL3,463$583,3420.11%
116BOOZ ALLEN HAMILTON HLDG CORBAH4,465$574,6460.11%
117DUPONT DE NEMOURS INCDD7,434$566,8510.11%
118REALTY INCOME CORPO10,546$563,2620.11%
119LENZ THERAPEUTICS INCLENZ19,241$555,4880.11%
120CARDINAL HEALTH INCCAH4,644$549,2460.11%
121CORNING INCGLW11,324$538,1160.10%
122T-MOBILE US INCTMUSZ2,436$537,7910.10%
123TEXAS INSTRS INC8825081042,839$532,3410.10%
124VERTIV HOLDINGS COVRT4,632$526,2410.10%
125COSTCO WHSL CORP NEW22160K105574$525,8370.10%
126WESCO INTL INC95082P1052,901$524,9650.10%
127OMNICOM GROUP INCOMC6,075$522,6930.10%
128WELLS FARGO CO NEW9497461017,320$514,1570.10%
129MONDELEZ INTL INC6092071058,590$513,0810.10%
130INNOVATOR ETFS TRUSTINHD12,128$512,4080.10%
131FORTINET INCFTNT5,384$508,6800.10%
132HOWMET AEROSPACE INCHWM4,626$505,9490.10%
133FS KKR CAP CORPFSK23,224$504,4250.10%
134CHUBB LIMITEDCB1,809$499,9420.10%
135ALLISON TRANSMISSION HLDGS IALSN4,540$490,5690.10%
136SUMMIT MATLS INC86614U1009,664$488,9980.10%
137ISHARES TR46432F3392,710$482,6440.09%
138BANK AMERICA CORP06050510410,574$464,7150.09%
139PALO ALTO NETWORKS INCPANW2,498$454,5360.09%
140LAKELAND INDS INC51179510617,400$444,5700.09%
141CDW CORPCDW2,545$442,8850.09%
142ISHARES TR4642875232,031$437,5690.09%
143TAIWAN SEMICONDUCTOR MFG LTD8740391002,201$434,6200.08%
144AMGEN INCAMGN1,649$429,9070.08%
145ISHARES TR4642876064,724$429,5540.08%
146PAYCHEX INCPAYX3,055$428,4030.08%
147FLOWSERVE CORPFLS7,420$426,8130.08%
148VANGUARD INDEX FDS9229087691,468$425,5290.08%
149NEXSTAR MEDIA GROUP INCNXST2,681$423,5180.08%
150QUALCOMM INCQCOM2,747$421,9940.08%
151UNION PAC CORPUNP1,837$418,9980.08%
152FIDELITY COMWLTH TR3159128085,500$418,3300.08%
153STATE STR CORPSTT-PG4,164$408,6970.08%
154MCKESSON CORPMCK708$403,4960.08%
155ISHARES TR46429B7473,994$401,8040.08%
156KLA CORPKLAC628$395,8270.08%
157PGIM ETF TR69344A1077,817$387,3500.08%
158FLOTEK INDS INC DEL34338940940,245$383,5350.07%
159HOME DEPOT INCHD983$382,3380.07%
160EQUITY RESIDENTIALEQR5,288$379,4520.07%
161PACER FDS TR69374H8816,714$379,2270.07%
162CHURCH & DWIGHT CO INCCHD3,616$378,6310.07%
163AON PLCAON1,053$378,1950.07%
164EXPEDIA GROUP INCEXPE2,029$378,0640.07%
165COCA COLA COKO6,019$374,7680.07%
166COLGATE PALMOLIVE COCL4,089$371,7310.07%
167ALTRIA GROUP INCMO7,094$370,9650.07%
168PDF SOLUTIONS INCPDFS13,633$369,1820.07%
169BUILDERS FIRSTSOURCE INCBLDR2,517$359,7550.07%
170SELECT SECTOR SPDR TR81369Y7042,696$355,2830.07%
171INNOVATOR ETFS TRUSTINHD10,224$352,6750.07%
172LAM RESEARCH CORPLRCX4,848$350,1710.07%
173PALANTIR TECHNOLOGIES INCPLTR4,626$349,8640.07%
174MP MATERIALS CORPMP22,025$343,5900.07%
175SPDR SER TR78464A7712,473$340,4740.07%
176MOODYS CORPMCO719$340,1530.07%
177SUPER MICRO COMPUTER INCSMCI11,064$337,2310.07%
178INGREDION INCINGR2,444$336,2300.07%
179PARKER-HANNIFIN CORPPH523$332,6440.06%
180VANGUARD SPECIALIZED FUNDS9219088441,698$332,4430.06%
181AMETEK INCAME1,832$330,2020.06%
182INNOVATOR ETFS TRUSTINHD7,409$330,1270.06%
183MID-AMER APT CMNTYS INC59522J1032,119$327,5270.06%
184ISHARES TR4642874654,326$327,0830.06%
185SPROUTS FMRS MKT INC85208M1022,511$319,0730.06%
186ISHARES TR4642872913,695$313,1150.06%
187KRAFT HEINZ COKHC10,124$310,9080.06%
188WYNN RESORTS LTDWYNN3,600$310,1760.06%
189ANALOG DEVICES INCADI1,456$309,3280.06%
190VICI PPTYS INC92565210910,545$308,0190.06%
191AVALONBAY CMNTYS INCAWX1,385$304,5920.06%
192AMERIPRISE FINL INC03076C106568$302,3220.06%
193ISHARES TR4642873092,977$302,2740.06%
194INTERCONTINENTAL EXCHANGE IN45866F1042,011$299,7170.06%
195HUBBELL INCHUBB715$299,5760.06%
196CONOCOPHILLIPSCOP2,995$297,0000.06%
197PULTE GROUP INC7458671012,703$294,3160.06%
198ORACLE CORPORCL-PD1,757$292,7650.06%
199NORTHERN LTS FD TR IVNTRSO7,375$286,9320.06%
200GOLDMAN SACHS GROUP INCGSCE495$283,3300.06%
201BLACKROCK SCIENCE & TECHNOLOBLK13,600$281,6560.05%
202BOEING COBA-PA1,591$281,6070.05%
203ESSEX PPTY TR INC297178105980$279,8510.05%
204GLOBAL WTR RES INC37946310224,155$277,7830.05%
205NIKE INCNKE3,630$274,6820.05%
206ISHARES TR4642874081,426$272,1620.05%
207VANGUARD INDEX FDS922908363502$270,3350.05%
208CONSOLIDATED EDISON INCED3,003$267,9580.05%
209FIRST TR EXCHNG TRADED FD VI33740U8027,190$267,5350.05%
210INVESCO EXCH TRADED FD TR IIIVZ9,439$267,3120.05%
211ISHARES TR4642876301,604$263,3270.05%
212HUNTINGTON INGALLS INDS INC4464131061,370$258,8890.05%
213INNOVATOR ETFS TRUSTINHD6,966$256,3490.05%
214BRISTOL-MYERS SQUIBB COCELG-RI4,528$256,1040.05%
215CIENA CORPCIEN3,000$254,4300.05%
216KIMBERLY-CLARK CORPKMB1,918$251,3440.05%
217PFIZER INCPFE9,434$250,2790.05%
218DIAGEO PLCDGEAF1,967$250,0650.05%
219ISHARES TR4642876632,663$246,5630.05%
220ISHARES TR4642878042,133$245,7640.05%
221VANGUARD INDEX FDS922908736594$243,6780.05%
222S&P GLOBAL INCSPGI489$243,2980.05%
223PHILLIPS 66PSX2,134$243,1120.05%
224GOLDMAN SACHS ETF TRNVGLF4,821$242,0620.05%
225FIRST CTZNS BANCSHARES INC N31946M103114$241,0310.05%
226SCHWAB STRATEGIC TR80852420110,085$233,7640.05%
227NETFLIX INCNFLX262$233,5260.05%
228OREILLY AUTOMOTIVE INC67103H107193$228,8590.04%
229INVESCO EXCHANGE TRADED FD TIVZ2,066$222,3050.04%
230AT&T INCT-PC9,760$222,2330.04%
231AGILENT TECHNOLOGIES INCA1,633$219,3770.04%
232SCHWAB STRATEGIC TR8085247977,985$218,1490.04%
233HP INCHPQ6,649$216,9430.04%
234NEOS ETF TRUST78433H5014,309$214,6510.04%
235PACER FDS TR69374H8574,844$213,1710.04%
236DANAHER CORPORATION235851102921$211,4160.04%
237SCHWAB STRATEGIC TR8085243007,572$211,0290.04%
238ISHARES TR4642888852,157$208,8620.04%
239MARTIN MARIETTA MATLS INC573284106400$206,6000.04%
240VANGUARD BD INDEX FDS9219378272,671$206,3880.04%
241VANGUARD ADMIRAL FDS INC921932505560$204,9940.04%
242SOUTHERN COSOMN2,465$202,9400.04%
243DBX ETF TR23306X8606,411$200,2110.04%
244SABRA HEALTH CARE REIT INCSBRA11,500$199,1800.04%
245KENNEDY-WILSON HOLDINGS INCKW16,071$160,5490.03%
246PROFRAC HLDG CORPACDC20,469$158,8390.03%
247OPTIMIZERX CORPOPRX30,000$145,8000.03%
248URANIUM ENERGY CORPUEC17,640$118,0120.02%
249WESTERN UN COWU10,477$111,0590.02%
250MDXHEALTH SAMDXH34,000$80,5800.02%
251ANGI INCANGI46,000$76,3600.01%
252C4 THERAPEUTICS INCCCCC20,000$72,0000.01%
253SAN JUAN BASIN RTY TR79824110510,911$41,7890.01%
254CALIDI BIOTHERAPEUTICS INCCLDWW21,023$24,1760.00%
Delta Investment Management, LLC — 13F HOLDINGS... | Cayman Journal | Cayman Journal