Delta Financial Advisors LLC Purchases in Q4 2024

Delta Financial Advisors LLC

  • $265 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.21K
+ 2.66%
$117.0 - $148.88 $259K - $329K
85.2K $11.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.41K
+ 4.51%
$567.81 - $607.81 $802K - $858K
32.7K $19.2M
AVGO
Broadcom Inc.

Technology
748
+ 4.47%
$159.67 - $250.0 $119K - $187K
17.5K $4.06M
WDAY
Workday, Inc.

Technology
4.38K
New
$233.85 - $279.91 $1.02M - $1.23M
4.38K $1.13M
GOOG
Alphabet Inc.

Communication Services
13
+ 0.03%
$163.08 - $198.16 $2.12K - $2.58K
46.5K $8.86M
AMZN
Amazon Com Inc

Consumer Cyclical
633
+ 2.35%
$180.88 - $232.93 $114K - $147K
27.6K $6.06M
CRM
Salesforce, Inc.

Technology
2.04K
+ 52.57%
$270.87 - $367.87 $551K - $749K
5.91K $1.97M
GS
Goldman Sachs Group Inc

Financial Services
18
+ 0.26%
$486.1 - $608.57 $8.75K - $11K
6.86K $3.93M
WMT
Walmart Inc.

Consumer Defensive
19
+ 0.04%
$79.1 - $95.7 $1.5K - $1.82K
53.8K $4.86M
JPM
Jpmorgan Chase & CO

Financial Services
33
+ 0.21%
$205.18 - $250.29 $6.77K - $8.26K
15.6K $3.73M
IWF
Ishares Russell 1000 Gr ETF

ETFs
736
New
$370.24 - $418.94 $272K - $308K
736 $295K
ADP
Automatic Data Processing Inc

Industrials
37
+ 0.25%
$280.08 - $307.97 $10.4K - $11.4K
14.6K $4.27M
KMI
Kinder Morgan, Inc.

Energy
242
+ 0.54%
$22.59 - $28.54 $5.47K - $6.91K
44.8K $1.23M
BK
Bank Of New York Mellon Corp

Financial Services
55
+ 0.12%
$70.82 - $81.87 $3.9K - $4.5K
47.7K $3.66M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
590
New
$260.53 - $404.79 $154K - $239K
590 $225K
LNG
Cheniere Energy, Inc.

Energy
950
New
$181.07 - $225.92 $172K - $215K
950 $204K
META
Meta Platforms, Inc.

Communication Services
213
+ 4.74%
$554.08 - $632.68 $118K - $135K
4.7K $2.77M
EMR
Emerson Electric CO

Industrials
20
+ 0.15%
$108.13 - $134.33 $2.16K - $2.69K
13.8K $1.71M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.72K
+ 6.38%
$61.68 - $67.87 $168K - $184K
45.3K $2.82M
CMI
Cummins Inc

Industrials
9
+ 0.14%
$324.93 - $383.42 $2.92K - $3.45K
6.43K $2.24M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.39%
$873.59 - $994.69 $14.9K - $16.9K
4.41K $4.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.26K
+ 7.36%
$113.92 - $127.38 $144K - $160K
18.4K $2.12M
NFLX
Netflix Inc

Communication Services
15
+ 3.99%
$687.65 - $936.56 $10.3K - $14K
391 $348K
FDX
Fedex Corp

Industrials
65
+ 0.91%
$260.5 - $305.15 $16.9K - $19.8K
7.24K $2.04M
VB
Vanguard Small Cap ETF

ETFs
206
+ 4.2%
$233.76 - $261.58 $48.2K - $53.9K
5.11K $1.23M
CB
Chubb LTD

Financial Services
513
+ 6.96%
$271.57 - $301.89 $139K - $155K
7.88K $2.18M
TROW
Price T Rowe Group Inc

Financial Services
6
+ 0.06%
$106.48 - $124.69 $639 - $748
10.1K $1.15M
BX
Blackstone Inc.

Financial Services
6
+ 0.34%
$148.45 - $199.05 $891 - $1.19K
1.75K $302K
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.22%
$260.27 - $280.65 $1.04K - $1.12K
1.79K $481K
MNST
Monster Beverage Corp

Consumer Defensive
15
+ 0.07%
$49.24 - $56.38 $739 - $846
21.5K $1.13M
ATO
Atmos Energy Corp

Utilities
15
+ 0.16%
$136.41 - $151.43 $2.05K - $2.27K
9.34K $1.3M
Blackrock Inc
3.83K
New
N/A
3.83K $0
CTSH
Cognizant Technology Solutions Corp

Technology
20
+ 0.09%
$74.37 - $82.32 $1.49K - $1.65K
21.7K $1.67M
QCOM
Qualcomm Inc

Technology
285
+ 8.85%
$150.4 - $178.04 $42.9K - $50.7K
3.51K $538K
ABT
Abbott Laboratories

Healthcare
30
+ 0.19%
$111.93 - $119.39 $3.36K - $3.58K
15.7K $1.78M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
13
+ 2.04%
$396.64 - $516.74 $5.16K - $6.72K
651 $262K
UL
Unilever PLC

Consumer Defensive
4
+ 0.09%
$56.7 - $64.64 $227 - $259
4.64K $263K
CVX
Chevron Corp

Energy
7
+ 0.04%
$141.15 - $162.53 $988 - $1.14K
19.9K $2.89M
DUK
Duke Energy Corp

Utilities
161
+ 1.64%
$105.76 - $120.76 $17K - $19.4K
10K $1.08M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.02%
$90.22 - $102.31 $90.2 - $102
4.54K $412K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.28%
$442.29 - $483.08 $13.3K - $14.5K
10.6K $4.82M
NEE
Nextera Energy Inc

Utilities
54
+ 0.78%
$69.77 - $85.43 $3.77K - $4.61K
7.01K $502K
KO
Coca Cola CO

Consumer Defensive
64
+ 0.5%
$61.74 - $71.71 $3.95K - $4.59K
12.8K $796K
LMT
Lockheed Martin Corp

Industrials
25
+ 1.45%
$479.66 - $614.62 $12K - $15.4K
1.76K $852K
PG
Procter & Gamble CO

Consumer Defensive
24
+ 0.08%
$161.05 - $179.7 $3.87K - $4.31K
31K $5.2M
LOW
Lowes Companies Inc

Consumer Cyclical
59
+ 0.45%
$244.52 - $284.07 $14.4K - $16.8K
13.2K $3.26M
OMC
Omnicom Group Inc.

Communication Services
42
+ 0.23%
$85.82 - $105.47 $3.6K - $4.43K
18.6K $1.6M
CARR
Carrier Global Corp

Industrials
148
+ 0.44%
$66.69 - $82.65 $9.87K - $12.2K
34K $2.32M
AMGN
Amgen Inc

Healthcare
30
+ 0.32%
$258.78 - $328.31 $7.76K - $9.85K
9.49K $2.47M
Activity Summary
Buys All Purchases 51 New Holdings 5 Increased Positions 46 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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