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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 Financial Group, Inc.

Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001965718-25-000003

Total Value
$437,518
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL459,850$101,50323.20%
2MICROSOFT CORPMSFT51,179$20,1174.60%
3VANGUARD INDEX FDS92290873644,522$17,3283.96%
4BERKSHIRE HATHAWAY INC DELBRK-A30,195$15,8783.63%
5VANGUARD WORLD FD92204A70218,244$10,4982.40%
6VANGUARD INDEX FDS92290874450,390$8,7962.01%
7VANGUARD SCOTTSDALE FDS92206C870101,930$8,2911.90%
8CAPITAL GROUP INTL FOCUS EQT14019W109293,543$7,5791.73%
9J P MORGAN EXCHANGE TRADED F46641Q837145,061$7,3341.68%
10CAPITAL GROUP DIVIDEND VALUE14020W106188,067$6,8591.57%
11NVIDIA CORPORATIONNVDA55,197$6,7021.53%
12EXXON MOBIL CORPXOM53,693$6,2181.42%
13ELI LILLY & COLLY6,871$5,9421.36%
14JPMORGAN CHASE & CO.VYLD22,474$5,5751.27%
15ALPHABET INCGOOG28,639$4,8671.11%
16VANGUARD WORLD FD92204A50417,509$4,7161.08%
17AMAZON COM INCAMZN22,925$4,6601.07%
18VANGUARD WORLD FD92204A30633,150$4,3090.98%
19JOHNSON & JOHNSONJNJ25,209$4,1160.94%
20PROCTER AND GAMBLE CO74271810923,183$3,8400.88%
21VERIZON COMMUNICATIONS INCVZ80,014$3,4850.80%
22VANGUARD WORLD FD92204A87620,102$3,4280.78%
23FIDELITY MERRIMACK STR TR31618830970,305$3,2020.73%
24ALPHABET INCGOOG18,433$3,0910.71%
25COSTCO WHSL CORP NEW22160K1053,290$3,0470.70%
26ISHARES TR46428951159,018$2,9540.68%
27BRISTOL-MYERS SQUIBB COCELG-RI46,807$2,8580.65%
28AT&T INCT-PC103,238$2,7830.64%
29SPDR S&P MIDCAP 400 ETF TRMDY5,011$2,7620.63%
30MERCK & CO INCMRK28,385$2,6200.60%
31MASTERCARD INCORPORATEDMA4,809$2,6140.60%
32PFIZER INCPFE97,540$2,5500.58%
33VISA INCV7,052$2,4250.55%
34AUTOMATIC DATA PROCESSING INADP8,056$2,4080.55%
35UNITEDHEALTH GROUP INCUNH4,629$2,3910.55%
36META PLATFORMS INCMETA3,839$2,3750.54%
37ISHARES TR4642872004,080$2,3530.54%
38ISHARES TR46428765510,918$2,2800.52%
39VANGUARD WHITEHALL FDS92194640617,522$2,2730.52%
40ISHARES TR46428780421,003$2,2690.52%
41GE AEROSPACE36960430110,429$2,1930.50%
42CHEVRON CORP NEWCVX12,158$2,0060.46%
43INTERNATIONAL BUSINESS MACHSINTR7,702$1,9140.44%
44ORACLE CORPORCL-PD12,275$1,9010.43%
45BLACKROCK ETF TRUST IIBLK35,583$1,8650.43%
46SPDR S&P 500 ETF TRSPY3,164$1,8170.42%
47AMERICAN EXPRESS COAXP6,272$1,7430.40%
48INVESCO QQQ TRIVZ3,532$1,7330.40%
49ALTRIA GROUP INCMO28,926$1,6680.38%
50NOVO-NORDISK A SNONOF21,269$1,6020.37%
51VANGUARD STAR FDS92190976824,520$1,5580.36%
52PUBLIC SVC ENTERPRISE GRP IN74457310618,503$1,5420.35%
53PIMCO ETF TR72201R83314,901$1,4980.34%
54ISHARES TR4642876143,707$1,4010.32%
55CISCO SYS INCCSCO22,751$1,3870.32%
56J P MORGAN EXCHANGE TRADED F46641Q33223,701$1,3700.31%
57DISNEY WALT CO25468710613,445$1,3470.31%
58J P MORGAN EXCHANGE TRADED F46641Q67028,589$1,3370.31%
59TESLA INCTSLA4,759$1,3250.30%
60ABBVIE INCABBV6,305$1,3190.30%
61WALMART INCWMT15,000$1,3120.30%
62STRYKER CORPORATIONSYK3,423$1,2810.29%
63VANGUARD WORLD FD92204A6035,003$1,2790.29%
64NETFLIX INCNFLX1,246$1,2110.28%
65HOME DEPOT INCHD3,319$1,2070.28%
66FISERV INCFISV5,366$1,1900.27%
67HONEYWELL INTL INC4385161065,383$1,1400.26%
68TJX COS INC NEW8725401099,424$1,1270.26%
69VANGUARD INDEX FDS9229087693,936$1,1180.26%
70SPDR GOLD TRGLD3,970$1,1010.25%
71BROADCOM INCAVGO5,620$1,0750.25%
72AMGEN INCAMGN3,261$1,0250.23%
733M COMMM6,650$1,0190.23%
74PEPSICO INCPEP6,926$1,0140.23%
75VANGUARD INDEX FDS9229083631,871$9910.23%
76DANAHER CORPORATION2358511024,589$9770.22%
77ISHARES TR4642884149,219$9730.22%
78GLOBAL X FDS37954Y29314,039$9110.21%
79ISHARES TR4642873099,219$8950.20%
80ABBOTT LABSABLZF6,985$8890.20%
81UNITED PARCEL SERVICE INCUPS7,670$8880.20%
82DUKE ENERGY CORP NEWDUKB7,454$8810.20%
83CAPITAL GRP FIXED INCM ETF T14020Y50833,195$8700.20%
84INTUITINTU1,398$8570.20%
85GE VERNOVA INCGEV2,454$8430.19%
86INVESCO EXCHANGE TRADED FD TIVZ4,794$8420.19%
87ACCENTURE PLC IRELANDACN2,645$8120.19%
88COCA COLA COKO11,766$8110.19%
89ISHARES TR46432F85916,685$8040.18%
90BANK AMERICA CORP06050510418,645$8030.18%
91SCHWAB STRATEGIC TR80852480539,491$8000.18%
92PALO ALTO NETWORKS INCPANW4,326$7990.18%
93MCDONALDS CORPMCD2,600$7950.18%
94SCHWAB STRATEGIC TR80852479727,994$7860.18%
95BROADRIDGE FINL SOLUTIONS IN11133T1033,328$7850.18%
96SCHWAB STRATEGIC TR80852430029,832$7840.18%
97J P MORGAN EXCHANGE TRADED F46654Q20314,527$7810.18%
98WELLS FARGO CO NEW94974610110,435$7750.18%
99SCHWAB STRATEGIC TR80852450828,149$7640.17%
100VANGUARD BD INDEX FDS9219378199,997$7600.17%
101UNION PAC CORPUNP3,211$7550.17%
102STARBUCKS CORPSBUX7,686$7360.17%
103COMCAST CORP NEWCCZ19,715$7220.17%
104ARES CAPITAL CORPARCC32,662$7200.16%
105GOLDMAN SACHS GROUP INCGSCE1,234$7160.16%
106PHILIP MORRIS INTL INC7181721094,672$7080.16%
107DOW INCDOW19,388$7040.16%
108SOUTHERN COSOMN7,553$6710.15%
109CATERPILLAR INCCAT1,914$6540.15%
110QUALCOMM INCQCOM4,079$6530.15%
111ISHARES TR4642877885,662$6470.15%
112LINDE PLCLIN1,404$6450.15%
113ISHARES TR46428734115,285$6360.15%
114IDEXX LABS INC45168D1041,482$6280.14%
115MARSH & MCLENNAN COS INC5717481022,666$6250.14%
116NEXTERA ENERGY INCNEE-PW8,803$6170.14%
117ISHARES TR46428750710,151$6120.14%
118CAPITAL GROUP CORE EQUITY ET14020V10817,338$5950.14%
119VANGUARD INDEX FDS9229086292,198$5830.13%
120FIRST TR NASDAQ 100 TECH IND3373451023,045$5700.13%
121METLIFE INCMET-PF6,657$5600.13%
122SELECT SECTOR SPDR TR81369Y2093,788$5570.13%
123SPDR SER TR78464A3597,064$5570.13%
124COLUMBIA FINL INC19764110336,056$5540.13%
125INVESCO EXCH TRD SLF IDX FDIVZ28,145$5500.13%
126SCHWAB STRATEGIC TR80852420123,878$5440.12%
127VANGUARD INDEX FDS9229087512,323$5370.12%
128CONOCOPHILLIPSCOP5,131$5240.12%
129INVESCO EXCH TRD SLF IDX FDIVZ25,664$5200.12%
130SUNOCO LP/SUNOCO FIN CORPSUN9,094$5180.12%
131COLGATE PALMOLIVE COCL5,640$5130.12%
132COTERRA ENERGY INCCTRA17,438$5120.12%
133CROWDSTRIKE HLDGS INCCRWD1,372$5110.12%
134CHURCH & DWIGHT CO INCCHD4,696$5020.11%
135BLACKROCK INCBLK512$4930.11%
136SPDR SER TR78464A4095,833$4910.11%
137VANGUARD WORLD FD92204A4054,007$4860.11%
138WATSCO INCWSO-B930$4760.11%
139AMERICAN TOWER CORP NEW03027X1002,216$4710.11%
140ISHARES TR4642876303,007$4700.11%
141SALESFORCE INCCRM1,636$4680.11%
142BOEING COBA-PA2,504$4530.10%
143INTUITIVE SURGICAL INCISRG885$4500.10%
144COPART INCCPRT8,068$4440.10%
145CONSOLIDATED EDISON INCED4,111$4390.10%
146VANGUARD INDEX FDS9229085951,642$4360.10%
147GILEAD SCIENCES INCGILD4,047$4320.10%
148LAM RESEARCH CORPLRCX5,501$4290.10%
149SHERWIN WILLIAMS COSHW1,247$4270.10%
150AMERICAN CENTY ETF TR0250728774,730$4260.10%
151SELECT SECTOR SPDR TR81369Y6058,419$4220.10%
152VANGUARD SPECIALIZED FUNDS9219088442,143$4210.10%
153NIKE INCNKE6,136$4130.09%
154CHUBB LIMITEDCB1,406$4100.09%
155SELECT SECTOR SPDR TR81369Y8031,886$4100.09%
156FIDELITY COMWLTH TR3159128085,710$4090.09%
157CAPITAL GRP FIXED INCM ETF T14020Y10217,914$4030.09%
158ISHARES TR4642875982,117$4020.09%
159VANGUARD SCOTTSDALE FDS92206C4095,110$4020.09%
160BLACKSTONE INCBX2,643$4020.09%
161ISHARES TR4642874813,203$3990.09%
162PALANTIR TECHNOLOGIES INCPLTR4,083$3950.09%
163PACER FDS TR69374H6349,304$3950.09%
164T-MOBILE US INCTMUSZ1,515$3920.09%
165COHEN & STEERS QUALITY INCOM19247L10631,025$3900.09%
166EATON CORP PLCETN1,250$3790.09%
167THERMO FISHER SCIENTIFIC INCTMO716$3720.09%
168INVESCO EXCH TRD SLF IDX FDIVZ19,101$3720.09%
169INVESCO EXCH TRD SLF IDX FDIVZ20,014$3700.08%
170VANGUARD BD INDEX FDS9219378274,703$3670.08%
171CONSTELLATION ENERGY CORPCEG1,589$3630.08%
172INVESCO EXCH TRD SLF IDX FDIVZ17,525$3620.08%
173WASTE MGMT INC DEL94106L1091,581$3580.08%
174CITIGROUP INCC-PR4,804$3560.08%
175DOMINION ENERGY INCD6,555$3560.08%
176PRUDENTIAL FINL INCPUKPF3,138$3550.08%
177TOTALENERGIES SETTE5,625$3540.08%
178ENTERPRISE PRODS PARTNERS L29379210710,435$3510.08%
179FIRST TR EXCHANGE-TRADED FD33738D3097,612$3500.08%
180PGIM ETF TR69344A1077,034$3490.08%
181MEDTRONIC PLCMDT3,822$3440.08%
182DEERE & CODE711$3410.08%
183ISHARES TR4642872263,446$3390.08%
184REGENERON PHARMACEUTICALSREGN509$3360.08%
185PEAPACK-GLADSTONE FINL CORP70469910711,027$3260.07%
186FEDEX CORPFDX1,334$3230.07%
187ISHARES TR46432F3961,510$3180.07%
188SCHWAB STRATEGIC TR80852477113,039$3130.07%
189FIRST TR EXCH TRADED FD III33739E10817,500$3120.07%
190CAPITAL GRP FIXED INCM ETF T14020Y40911,671$3020.07%
191RTX CORPORATIONRTX2,236$3010.07%
192GSK PLCGLAXF7,769$3000.07%
193GLOBAL X FDS37954Y3848,783$2990.07%
194DUPONT DE NEMOURS INCDD3,870$2980.07%
195VANGUARD INDEX FDS9229086111,545$2970.07%
196GRAYSCALE BITCOIN TRUST ETFGBTC4,245$2960.07%
197VANGUARD INDEX FDS9229085381,161$2950.07%
198TEXAS INSTRS INC8825081041,581$2930.07%
199KLA CORPKLAC403$2930.07%
200VALLEY NATL BANCORP91979410731,795$2910.07%
201WHIRLPOOL CORPWHR-PA3,000$2870.07%
202LOCKHEED MARTIN CORPLMT647$2820.06%
203BECTON DICKINSON & COBDX1,197$2740.06%
204ISHARES GOLD TRIAU4,829$2740.06%
205DIMENSIONAL ETF TRUST25434V8317,975$2700.06%
206SCHWAB STRATEGIC TR80852460710,962$2690.06%
207GLOBAL PMTS INC37940X1022,675$2650.06%
208ALAMOS GOLD INC NEWAGI10,277$2640.06%
209ISHARES TR464287648973$2630.06%
210ISHARES TR4642874732,039$2610.06%
211DIMENSIONAL ETF TRUST25434V7246,196$2600.06%
212VANGUARD WORLD FD92204A8011,348$2590.06%
213TRANE TECHNOLOGIES PLCTT708$2530.06%
214CABOT CORPCBT3,000$2520.06%
215CITIZENS FINL GROUP INCCIA5,937$2510.06%
216SHOPIFY INCSHOP2,275$2490.06%
217REPUBLIC SVCS INC7607591001,057$2490.06%
218NOVARTIS AGNVSEF2,219$2460.06%
219PHILLIPS 66PSX1,938$2450.06%
220PNC FINL SVCS GROUP INC6934751051,389$2450.06%
221VANGUARD WORLD FD921910816745$2410.06%
222SPDR SER TR78464A6984,129$2410.06%
223SPDR SER TR78464A8882,390$2390.05%
224INTEL CORPINTC9,881$2390.05%
225ADVANCED MICRO DEVICES INCAMD2,057$2340.05%
226APPLIED MATLS INC0382221051,511$2340.05%
227VANGUARD TAX-MANAGED FDS9219438584,488$2340.05%
228MONDELEZ INTL INC6092071053,546$2300.05%
229SCHWAB STRATEGIC TR80852469810,296$2300.05%
230VERTEX PHARMACEUTICALS INCVRTX435$2230.05%
231BP PLCBPPFF6,474$2210.05%
232AMERICAN ELEC PWR CO INC0255371012,112$2200.05%
233FIRST TR VALUE LINE DIVID IN33734H1064,837$2160.05%
234EQT CORPEQT4,000$2160.05%
235GE HEALTHCARE TECHNOLOGIES IGEHC2,633$2150.05%
236FIDELITY COVINGTON TRUST3160924028,325$2120.05%
237TEXAS ROADHOUSE INCTXRH1,200$2110.05%
238FMC CORPFMC5,000$2090.05%
239CAPITAL ONE FINL CORP14040H1051,157$2090.05%
240SELECT SECTOR SPDR TR81369Y7041,549$2080.05%
241SPDR SER TR78464A7631,539$2070.05%
242SCHWAB CHARLES CORPSCHW-PJ2,529$2020.05%
243AMERIPRISE FINL INC03076C106395$2010.05%
244DOVER CORPDOV1,078$2000.05%
245CURIOSITYSTREAM INCCURI67,587$1960.04%
246BW LPG LTDBWLP16,100$1880.04%
247COMPOSECURE INC20459V10514,400$1660.04%
248NEW FORTRESS ENERGY INCNFE13,184$1610.04%
249VIAVI SOLUTIONS INCVIAV12,000$1410.03%
250FORD MTR CO34537086012,826$1310.03%
251EMPIRE ST RLTY TR INC29210410614,500$1160.03%
252ENERGY FUELS INCUUUU26,650$1140.03%
253TERAWULF INCWULF26,000$900.02%
254EMPIRE ST RLTY OP L P29210230811,000$810.02%
255IREN LIMITEDIREN10,000$770.02%
256FINGERMOTION INCFNGR36,500$570.01%
257ESPERION THERAPEUTICS INC NEESPR23,150$400.01%
258BABCOCK & WILCOX ENTERPRISESBW-PA11,000$100.00%