Delta Financial Advisors LLC Purchases and Sells in Q3 2025

Delta Financial Advisors LLC

$349 Million
Q3 2025

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	12.6K + 19.42%	$202.38 - $256.87 $2.54M - $3.23M	77.3K $19.7M
GOOG	18 + 0.04%	$175.16 - $255.24 $3.15K - $4.59K	46.6K $11.4M
MSFT	4.72K + 15.94%	$491.09 - $535.64 $2.32M - $2.53M	34.3K $17.8M
BRK-B	3.09K + 28.26%	$459.11 - $506.91 $1.42M - $1.56M	14K $7.04M
HD	4.01K + 167.0%	$357.4 - $423.42 $1.43M - $1.7M	6.41K $2.6M
GS	1.34K + 19.79%	$696.56 - $806.32 $930K - $1.08M	8.08K $6.44M

New Holdings

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	9.33K New	$250.97 - $282.66 $2.34M - $2.64M	9.33K $2.63M
XLC	17.5K New	$105.99 - $119.41 $1.85M - $2.08M	17.5K $2.07M
SMH	5.54K New	$275.84 - $326.36 $1.53M - $1.81M	5.54K $1.81M
MA	2.03K New	$550.18 - $598.96 $1.11M - $1.21M	2.03K $1.15M
XLY	4.75K New	$216.09 - $242.18 $1.03M - $1.15M	4.75K $1.14M
UNP	4.25K New	$214.91 - $237.16 $912K - $1.01M	4.25K $1M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CARR	-64 - 0.18%	$58.75 - $80.73 $3.76K - $5.17K	35.1K $2.1M
SBUX	-754 - 3.38%	$81.9 - $96.86 $61.8K - $73K	21.5K $1.82M
CRM	-1 - 0.02%	$231.66 - $273.65 $232 - $274	6.09K $1.44M
DIS	-72 - 0.48%	$112.25 - $124.0 $8.08K - $8.93K	14.9K $1.71M
EFA	-4.41K - 6.13%	$87.29 - $93.61 $385K - $413K	67.5K $6.3M
STZ	-19 - 0.5%	$131.78 - $176.09 $2.5K - $3.35K	3.81K $513K

Activity Summary All Purchases 109 New Holdings 36 Increased Positions 73 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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