Delta Financial Advisors LLC Purchases and Sells in Q4 2024

Delta Financial Advisors LLC

$265 Million
Q4 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	2.21K + 2.66%	$117.0 - $148.88 $259K - $329K	85.2K $11.4M
SPY	1.41K + 4.51%	$567.81 - $607.81 $802K - $858K	32.7K $19.2M
AVGO	748 + 4.47%	$159.67 - $250.0 $119K - $187K	17.5K $4.06M
GOOG	13 + 0.03%	$163.08 - $198.16 $2.12K - $2.58K	46.5K $8.86M
AMZN	633 + 2.35%	$180.88 - $232.93 $114K - $147K	27.6K $6.06M
CRM	2.04K + 52.57%	$270.87 - $367.87 $551K - $749K	5.91K $1.97M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WDAY	4.38K New	$233.85 - $279.91 $1.02M - $1.23M	4.38K $1.13M
IWF	736 New	$370.24 - $418.94 $272K - $308K	736 $295K
LULU	590 New	$260.53 - $404.79 $154K - $239K	590 $225K
LNG	950 New	$181.07 - $225.92 $172K - $215K	950 $204K
BLACKROCK INC	3.83K New	N/A	3.83K $0

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVS	-17.3K - 49.38%	$43.78 - $67.46 $759K - $1.17M	17.8K $797K
AMAT	-81 - 0.23%	$161.44 - $213.89 $13.1K - $17.3K	34.8K $5.66M
NUE	-1.41K - 4.87%	$115.78 - $167.74 $163K - $237K	27.6K $3.22M
NKE	-2.73K - 7.95%	$73.36 - $89.13 $200K - $243K	31.6K $2.39M
JNJ	-568 - 2.16%	$143.34 - $165.86 $81.4K - $94.2K	25.8K $3.72M
XOM	-2.62K - 10.11%	$105.51 - $125.37 $276K - $328K	23.3K $2.5M

Activity Summary All Purchases 51 New Holdings 5 Increased Positions 46 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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