Delta Financial Advisors LLC Purchases in Q3 2024

Delta Financial Advisors LLC

  • $275 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
354
+ 2.77%
$213.3 - $270.78 $75.5K - $95.9K
13.1K $3.56M
BK
Bank Of New York Mellon Corp

Financial Services
1.26K
+ 2.72%
$59.54 - $72.17 $75K - $90.9K
47.6K $3.42M
SBUX
Starbucks Corp

Consumer Cyclical
2.57K
+ 13.06%
$72.51 - $98.6 $186K - $253K
22.2K $2.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.93K
+ 4.25%
$75.32 - $84.37 $221K - $247K
71.9K $6.02M
CARR
Carrier Global Corp

Industrials
162
+ 0.48%
$61.9 - $80.88 $10K - $13.1K
33.8K $2.72M
JNJ
Johnson & Johnson

Healthcare
1.23K
+ 4.9%
$145.48 - $167.38 $179K - $206K
26.3K $4.27M
NKE
Nike, Inc.

Consumer Cyclical
1.51K
+ 4.6%
$71.09 - $89.44 $107K - $135K
34.4K $3.04M
CB
Chubb LTD

Financial Services
1K
+ 15.77%
$252.51 - $292.2 $254K - $293K
7.37K $2.12M
APD
Air Products & Chemicals, Inc.

Basic Materials
619
+ 7.84%
$247.34 - $300.11 $153K - $186K
8.52K $2.54M
TRV
Travelers Companies, Inc.

Financial Services
364
+ 3.07%
$201.87 - $242.35 $73.5K - $88.2K
12.2K $2.86M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.35K
+ 5.29%
$117.9 - $128.2 $160K - $173K
26.9K $3.45M
META
Meta Platforms, Inc.

Communication Services
181
+ 4.2%
$453.41 - $572.44 $82.1K - $104K
4.49K $2.57M
CMCSA
Comcast Corp

Communication Services
9.52K
New
$37.33 - $41.78 $355K - $398K
9.52K $397K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.43K
+ 162.5%
$241.93 - $282.86 $346K - $404K
2.31K $610K
LMT
Lockheed Martin Corp

Industrials
369
+ 27.11%
$460.3 - $584.56 $170K - $216K
1.73K $1.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.07K
+ 9.17%
$41.9 - $48.26 $170K - $196K
48.4K $2.32M
CVS
Cvs Health Corp

Healthcare
4.08K
+ 13.15%
$55.81 - $63.18 $228K - $258K
35.1K $2.21M
UNH
Unitedhealth Group Inc

Healthcare
157
+ 4.33%
$488.01 - $604.18 $76.6K - $94.9K
3.78K $2.21M
AVGO
Broadcom Inc.

Technology
15.2K
+ 961.89%
$136.27 - $1745.86 $2.07M - $26.5M
16.7K $2.89M
CTSH
Cognizant Technology Solutions Corp

Technology
2.25K
+ 11.54%
$66.89 - $77.87 $150K - $175K
21.7K $1.68M
EXPD
Expeditors International Of Washington Inc

Industrials
1.47K
+ 6.44%
$116.1 - $131.42 $170K - $193K
24.2K $3.18M
PG
Procter & Gamble CO

Consumer Defensive
497
+ 1.63%
$160.76 - $177.82 $79.9K - $88.4K
31K $5.37M
BMY
Bristol Myers Squibb CO

Healthcare
2.97K
+ 18.15%
$39.66 - $51.75 $118K - $154K
19.3K $1M
GNRC
Generac Holdings Inc.

Industrials
1.16K
+ 24.5%
$133.16 - $159.78 $155K - $186K
5.91K $939K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.02K
+ 6.34%
$105.53 - $118.34 $108K - $121K
17.1K $2M
KMI
Kinder Morgan, Inc.

Energy
8.82K
+ 24.68%
$19.72 - $22.22 $174K - $196K
44.6K $984K
OMC
Omnicom Group Inc.

Communication Services
62
+ 0.33%
$87.69 - $103.9 $5.44K - $6.44K
18.6K $1.92M
ALB
Albemarle Corp

Basic Materials
2.47K
+ 51.76%
$72.85 - $100.09 $180K - $247K
7.24K $685K
T
At&T Inc.

Communication Services
6.68K
+ 27.92%
$18.21 - $22.28 $122K - $149K
30.6K $673K
ADBE
Adobe Inc.

Technology
490
+ 41.11%
$508.13 - $586.55 $249K - $287K
1.68K $870K
SONY
Sony Group Corp

Technology
2.1K
New
$81.61 - $98.65 $171K - $207K
2.1K $202K
MRK
Merck & Co., Inc.

Healthcare
2.51K
+ 27.96%
$111.15 - $128.97 $279K - $323K
11.5K $1.3M
PFE
Pfizer Inc

Healthcare
5.65K
+ 18.98%
$27.7 - $31.39 $157K - $177K
35.4K $1.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
458
+ 1.09%
$57.32 - $62.65 $26.3K - $28.7K
42.6K $2.65M
XOM
Exxon Mobil Corp

Energy
1.12K
+ 4.54%
$109.72 - $119.0 $123K - $134K
25.9K $3.03M
TROW
Price T Rowe Group Inc

Financial Services
2.07K
+ 25.6%
$101.71 - $120.75 $210K - $249K
10.1K $1.1M
GPC
Genuine Parts CO

Consumer Cyclical
1.13K
+ 10.17%
$131.04 - $147.11 $148K - $166K
12.2K $1.7M
MNST
Monster Beverage Corp

Consumer Defensive
2.31K
+ 12.02%
$45.01 - $52.47 $104K - $121K
21.5K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 0.3%
$194.9 - $224.8 $8.97K - $10.3K
15.5K $3.27M
PEP
Pepsico Inc

Consumer Defensive
270
+ 1.66%
$161.9 - $179.3 $43.7K - $48.4K
16.5K $2.81M
KO
Coca Cola CO

Consumer Defensive
35
+ 0.28%
$62.69 - $73.01 $2.19K - $2.56K
12.7K $914K
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.03%
$47.6 - $53.31 $381 - $426
29K $1.53M
NEE
Nextera Energy Inc

Utilities
34
+ 0.49%
$69.9 - $84.97 $2.38K - $2.89K
6.96K $588K
AMGN
Amgen Inc

Healthcare
17
+ 0.18%
$309.38 - $337.38 $5.26K - $5.74K
9.46K $3.05M
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.16%
$214.77 - $237.72 $1.72K - $1.9K
4.91K $1.16M
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.22%
$237.84 - $263.83 $2.14K - $2.37K
4.17K $1.1M
CRM
Salesforce, Inc.

Technology
61
+ 1.6%
$238.42 - $276.53 $14.5K - $16.9K
3.87K $1.06M
AMT
American Tower Corp

Real Estate
1
+ 0.05%
$192.27 - $242.73 $192 - $243
2.06K $478K
FDX
Fedex Corp

Industrials
879
+ 13.97%
$254.64 - $313.52 $224K - $276K
7.17K $1.96M
Activity Summary
Buys All Purchases 62 New Holdings 2 Increased Positions 60 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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