Delta Financial Advisors LLC Incresed Positions in Q2 2025

Delta Financial Advisors LLC

  • $280 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.14K
+ 1.33%
$94.31 - $157.99 $108K - $180K
87.2K $13.8M
META
Meta Platforms, Inc.

Communication Services
35
+ 0.74%
$484.66 - $738.09 $17K - $25.8K
4.76K $3.51M
VEA
Vanguard Ftse Developed Market

ETFs
9.78K
+ 36.91%
$45.65 - $57.01 $446K - $557K
36.3K $2.07M
NUE
Nucor Corp

Basic Materials
2.73K
+ 9.92%
$103.22 - $131.43 $282K - $359K
30.3K $3.92M
DIS
Walt Disney CO

Communication Services
2.17K
+ 16.95%
$81.72 - $124.01 $178K - $270K
15K $1.86M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 0.0%
$72.96 - $90.39 $219 - $271
71.9K $6.43M
CARR
Carrier Global Corp

Industrials
1.04K
+ 3.06%
$55.55 - $75.83 $58K - $79.2K
35.2K $2.57M
EMR
Emerson Electric CO

Industrials
20
+ 0.14%
$94.15 - $133.33 $1.88K - $2.67K
13.8K $1.85M
IAU
Ishares Gold Trust

ETFs
75
+ 0.09%
$56.1 - $64.74 $4.21K - $4.86K
80.3K $5.01M
NKE
Nike, Inc.

Consumer Cyclical
180
+ 0.57%
$53.27 - $72.04 $9.59K - $13K
31.5K $2.24M
MRK
Merck & Co., Inc.

Healthcare
3.61K
+ 43.63%
$73.47 - $87.12 $265K - $315K
11.9K $941K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$51.16 - $62.02 $51.2 - $62
45.3K $2.81M
TJX
Tjx Companies Inc

Consumer Cyclical
119
+ 0.19%
$119.13 - $135.03 $14.2K - $16.1K
61.7K $7.62M
GNRC
Generac Holdings Inc.

Industrials
42
+ 0.7%
$101.92 - $143.21 $4.28K - $6.01K
6.05K $866K
T
At&T Inc.

Communication Services
2.92K
+ 9.94%
$26.33 - $28.94 $76.9K - $84.5K
32.3K $934K
MNST
Monster Beverage Corp

Consumer Defensive
60
+ 0.28%
$55.01 - $64.24 $3.3K - $3.85K
21.6K $1.35M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.08%
$149.76 - $186.42 $899 - $1.12K
7.8K $1.45M
LMT
Lockheed Martin Corp

Industrials
95
+ 5.33%
$430.82 - $486.45 $40.9K - $46.2K
1.88K $870K
CVS
Cvs Health Corp

Healthcare
657
+ 3.75%
$60.04 - $70.18 $39.4K - $46.1K
18.2K $1.26M
VTI
Vanguard Total Stock Market Et

ETFs
48
+ 3.49%
$243.75 - $303.93 $11.7K - $14.6K
1.42K $432K
CRM
Salesforce, Inc.

Technology
103
+ 1.72%
$236.26 - $291.15 $24.3K - $30K
6.09K $1.66M
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 1.93%
$498.8 - $620.9 $6.48K - $8.07K
686 $425K
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.64%
$144.7 - $178.6 $1.45K - $1.79K
1.57K $276K
QCOM
Qualcomm Inc

Technology
40
+ 1.09%
$124.66 - $159.48 $4.99K - $6.38K
3.7K $588K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
106
+ 15.54%
$421.16 - $509.5 $44.6K - $54K
788 $350K
UL
Unilever PLC

Consumer Defensive
4
+ 0.09%
$57.9 - $65.43 $232 - $262
4.65K $284K
ADBE
Adobe Inc.

Technology
10
+ 1.05%
$340.0 - $420.68 $3.4K - $4.21K
959 $371K
NEE
Nextera Energy Inc

Utilities
44
+ 0.62%
$64.11 - $75.0 $2.82K - $3.3K
7.11K $493K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.02%
$87.57 - $96.0 $87.6 - $96
4.54K $412K
PFE
Pfizer Inc

Healthcare
177
+ 0.82%
$21.59 - $24.84 $3.82K - $4.4K
21.8K $529K
APD
Air Products & Chemicals, Inc.

Basic Materials
61
+ 0.73%
$248.61 - $294.96 $15.2K - $18K
8.42K $2.37M
SBUX
Starbucks Corp

Consumer Cyclical
253
+ 1.15%
$79.69 - $99.41 $20.2K - $25.2K
22.3K $2.04M
LOW
Lowes Companies Inc

Consumer Cyclical
124
+ 0.94%
$210.83 - $235.28 $26.1K - $29.2K
13.3K $2.95M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 0.98%
$483.07 - $625.6 $6.76K - $8.76K
1.44K $754K
PEP
Pepsico Inc

Consumer Defensive
645
+ 3.87%
$128.02 - $151.37 $82.6K - $97.6K
17.3K $2.28M
AMGN
Amgen Inc

Healthcare
208
+ 2.18%
$262.28 - $309.85 $54.6K - $64.4K
9.75K $2.72M
PG
Procter & Gamble CO

Consumer Defensive
487
+ 1.57%
$157.66 - $172.39 $76.8K - $84K
31.4K $5.01M
JNJ
Johnson & Johnson

Healthcare
141
+ 0.55%
$146.36 - $159.82 $20.6K - $22.5K
25.9K $3.95M
CVX
Chevron Corp

Energy
1.04K
+ 5.21%
$133.73 - $168.51 $139K - $176K
21.1K $3.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
280
+ 2.63%
$483.48 - $539.8 $135K - $151K
10.9K $5.3M
UNH
Unitedhealth Group Inc

Healthcare
577
+ 15.43%
$274.35 - $599.47 $158K - $346K
4.32K $1.35M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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