Delta Financial Advisors LLC Purchases in Q3 2025

Delta Financial Advisors LLC

  • $349 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
12.6K
+ 19.42%
$202.38 - $256.87 $2.54M - $3.23M
77.3K $19.7M
GOOG
Alphabet Inc.

Communication Services
18
+ 0.04%
$175.16 - $255.24 $3.15K - $4.59K
46.6K $11.4M
MSFT
Microsoft Corp

Technology
4.72K
+ 15.94%
$491.09 - $535.64 $2.32M - $2.53M
34.3K $17.8M
XLK
Technology Sector Spdr

ETFs
9.33K
New
$250.97 - $282.66 $2.34M - $2.64M
9.33K $2.63M
XLC
Select Sector Spdr Tr Communic

ETFs
17.5K
New
$105.99 - $119.41 $1.85M - $2.08M
17.5K $2.07M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.54K
New
$275.84 - $326.36 $1.53M - $1.81M
5.54K $1.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.09K
+ 28.26%
$459.11 - $506.91 $1.42M - $1.56M
14K $7.04M
HD
Home Depot, Inc.

Consumer Cyclical
4.01K
+ 167.0%
$357.4 - $423.42 $1.43M - $1.7M
6.41K $2.6M
GS
Goldman Sachs Group Inc

Financial Services
1.34K
+ 19.79%
$696.56 - $806.32 $930K - $1.08M
8.08K $6.44M
JPM
Jpmorgan Chase & CO

Financial Services
3.72K
+ 23.98%
$282.78 - $316.06 $1.05M - $1.18M
19.2K $6.07M
TJX
Tjx Companies Inc

Consumer Cyclical
285
+ 0.46%
$121.35 - $144.54 $34.6K - $41.2K
62K $8.96M
RTX
Raytheon Technologies Corp

Industrials
4.77K
+ 19.5%
$144.19 - $167.33 $687K - $797K
29.2K $4.89M
COST
Costco Wholesale Corp

Consumer Defensive
1.64K
+ 37.25%
$915.95 - $994.57 $1.5M - $1.63M
6.03K $5.58M
ABBV
Abb Vie Inc.

Healthcare
4.83K
+ 225.6%
$184.85 - $231.54 $893K - $1.12M
6.97K $1.61M
MA
Mastercard Inc

Financial Services
2.03K
New
$550.18 - $598.96 $1.11M - $1.21M
2.03K $1.15M
XLY
Select Sector Spdr Consumer Di

ETFs
4.75K
New
$216.09 - $242.18 $1.03M - $1.15M
4.75K $1.14M
CVX
Chevron Corp

Energy
5.24K
+ 24.88%
$145.57 - $161.83 $763K - $848K
26.3K $4.08M
DUK
Duke Energy Corp

Utilities
8.03K
+ 83.53%
$116.31 - $125.93 $934K - $1.01M
17.6K $2.18M
UNP
Union Pacific Corp

Industrials
4.25K
New
$214.91 - $237.16 $912K - $1.01M
4.25K $1M
LMT
Lockheed Martin Corp

Industrials
1.69K
+ 89.68%
$410.74 - $499.21 $692K - $841K
3.56K $1.78M
PPA
Invesco Exchange Traded Fd Tr

ETFs
5.68K
New
$139.82 - $155.45 $795K - $884K
5.68K $883K
JNJ
Johnson & Johnson

Healthcare
196
+ 0.76%
$155.17 - $185.42 $30.4K - $36.3K
26K $4.83M
CAT
Caterpillar Inc

Industrials
1.69K
+ 276.18%
$390.92 - $477.15 $662K - $808K
2.31K $1.1M
ABT
Abbott Laboratories

Healthcare
6.17K
+ 39.22%
$120.51 - $136.62 $744K - $843K
21.9K $2.93M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.6K
New
$404.94 - $499.99 $648K - $800K
1.6K $776K
TXN
Texas Instruments Inc

Technology
3.93K
+ 374.0%
N/A
4.98K $968K
NEE
Nextera Energy Inc

Utilities
9.48K
+ 133.29%
$69.77 - $77.54 $661K - $735K
16.6K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
3.18K
+ 11.45%
$211.65 - $238.24 $672K - $757K
30.9K $6.79M
VLO
Valero Energy Corp

Energy
3.95K
New
$131.77 - $175.63 $520K - $693K
3.95K $671K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.5K
New
$59.29 - $62.87 $622K - $660K
10.5K $630K
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.53K
New
$107.66 - $112.36 $595K - $621K
5.53K $615K
CMI
Cummins Inc

Industrials
10
+ 0.16%
$327.85 - $426.39 $3.28K - $4.26K
6.34K $2.68M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
39.4K
New
$13.77 - $14.45 $543K - $570K
39.4K $569K
HSBC
Hsbc Holdings PLC

Financial Services
7.85K
New
$60.27 - $70.98 $473K - $557K
7.85K $557K
EPD
Enterprise Products Partners L.P.

Energy
17.7K
New
$30.74 - $32.14 $544K - $568K
17.7K $553K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.07K
New
$105.16 - $140.03 $427K - $569K
4.07K $551K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.97K
New
$224.68 - $282.71 $441K - $556K
1.97K $548K
COP
Conocophillips

Energy
5.01K
+ 34.45%
$91.0 - $98.99 $456K - $496K
19.5K $1.85M
MSI
Motorola Solutions, Inc.

Technology
1.04K
New
$408.73 - $490.3 $423K - $508K
1.04K $473K
ETR
Entergy Corp

Utilities
194
+ 0.45%
$80.93 - $93.55 $15.7K - $18.1K
43.6K $4.07M
TSCO
Tractor Supply CO

Consumer Cyclical
7.85K
New
$54.08 - $62.65 $424K - $491K
7.85K $446K
LOW
Lowes Companies Inc

Consumer Cyclical
167
+ 1.26%
$215.01 - $273.02 $35.9K - $45.6K
13.5K $3.38M
PGR
Progressive Corp

Financial Services
1.7K
New
$238.61 - $264.3 $405K - $449K
1.7K $419K
VGT
Vanguard Information Technolog

ETFs
545
New
$656.44 - $753.15 $358K - $410K
545 $406K
MET
Metlife Inc

Financial Services
4.68K
New
$73.82 - $82.37 $345K - $385K
4.68K $385K
AXP
American Express CO

Financial Services
1.12K
+ 111.95%
$294.27 - $342.31 $328K - $382K
2.11K $701K
VTI
Vanguard Total Stock Market Et

ETFs
1.06K
+ 74.3%
$303.93 - $329.86 $322K - $349K
2.48K $814K
META
Meta Platforms, Inc.

Communication Services
540
+ 11.34%
$695.21 - $791.73 $375K - $428K
5.3K $3.89M
PSX
Phillips 66

Energy
1.48K
+ 17.34%
$118.37 - $139.46 $176K - $207K
10K $1.36M
Activity Summary
Buys All Purchases 109 New Holdings 36 Increased Positions 73 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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