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Ashleigh Swayze

@Delta Financial Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$269.034MTotal holdings138
Assets growth rate12.84%Assets growth rate (2-Q avg)-8.49%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Delta Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Delta Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 269.034M in assets, with a quarterly growth rate of 12.84% and a 2-quarter average growth rate of -8.49%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
STZConstellation Brands Inc
Recent Activity
Exited
0%
$425,000
1,651 shares@ $257.42 avg price
XLESelect Sector Spdr Tr
Recent Activity
Exited
0%
$215,000
2,361 shares@ $91.07 avg price