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  Name: Delta Investment Management LLC
  City: SAN FRANCISCO
  State: CA
  Zip: 94111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $440,276,000
  Total Value Change : $36,957,000
  Securities Held Change : 16
   
All Securities Held : 216
  New Positions : 31
  Closed Positions : 17
  Increased Positions : 70
  Unchanged Positions : 28
  Decreased Positions : 87

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 17     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IRM)1 Year Chart         IRM Iron Mountain Inc 220 Closed $78.39 $0 0 0% -610,000 -8,719 0    Business Services
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 226 Closed $0.00 $0 0 0% -283,000 -2,970 0    N/A
   (BX)1 Year Chart         BX Blackstone Group LP 232 Closed $120.62 $0 0 0% -587,000 -4,482 0    Asset Management
   (QYLD)1 Year Chart         QYLD Global X NASDAQ 100 Covered... 219 Closed $0.00 $0 0 0% -659,000 -38,000 0    N/A
   (DMAR)1 Year Chart         DMAR Ft Cboe Vest Us Equity Deep... 225 Closed $0.00 $0 0 0% -301,000 -8,903 0    N/A
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 231 Closed $268.92 $0 0 0% -207,000 -667 0    Conglomerates
   (MINT)1 Year Chart         MINT Pimco ETF Trust 218 Closed $100.37 $0 0 0% -263,000 -2,631 0    Closed - End Fund - Debt
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 224 Closed $347.16 $0 0 0% -223,000 -437 0    Textile - Apparel Clo...
   (SRC)1 Year Chart         SRC Spirit Realty Capital Inc 230 Closed $0.00 $0 0 0% -213,000 -4,882 0    Diversified Investments
   (PMAY)1 Year Chart         PMAY Innovator S&p 500 Power Buf... 217 Closed $0.00 $0 0 0% -4,271,000 -135,712 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 223 Closed $161.26 $0 0 0% -235,000 -1,573 0    Closed - End Fund - E...
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 229 Closed $57.75 $0 0 0% -299,000 -5,546 0    N/A
   (CWT)1 Year Chart         CWT California Water Service Group 216 Closed $52.62 $0 0 0% -207,000 -4,000 0    Water Utilities
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... 222 Closed $0.00 $0 0 0% -700,000 -13,009 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 228 Closed $79.56 $0 0 0% -214,000 -2,813 0    N/A
   (DNOV)1 Year Chart         DNOV Ft Cboe Vest Us Equity Deep... 221 Closed $0.00 $0 0 0% -235,000 -6,079 0    N/A
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 227 Closed $50.30 $0 0 0% -17,880,000 -341,032 0    Closed - End Fund - E...
      17 Records Found
  1    
Page 1 of 1
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