Delta Financial Advisors LLC Incresed Positions in Q1 2025

Delta Financial Advisors LLC

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
32
+ 0.12%
$306.92 - $362.71 $9.82K - $11.6K
26.4K $9.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 0.11%
$442.66 - $534.52 $5.31K - $6.41K
10.6K $5.66M
AMGN
Amgen Inc

Healthcare
50
+ 0.53%
$258.59 - $327.36 $12.9K - $16.4K
9.54K $2.97M
CVX
Chevron Corp

Energy
89
+ 0.45%
$146.71 - $167.97 $13.1K - $14.9K
20K $3.35M
XOM
Exxon Mobil Corp

Energy
1.61K
+ 6.91%
$105.44 - $118.93 $169K - $191K
24.9K $2.96M
ETR
Entergy Corp

Utilities
171
+ 0.39%
$75.26 - $87.89 $12.9K - $15K
43.9K $3.76M
ABT
Abbott Laboratories

Healthcare
27
+ 0.17%
$111.1 - $140.22 $3K - $3.79K
15.8K $2.09M
AFL
Aflac Inc

Financial Services
5
+ 0.01%
$100.99 - $111.19 $505 - $556
36.3K $4.04M
CB
Chubb LTD

Financial Services
27
+ 0.34%
$257.71 - $301.99 $6.96K - $8.15K
7.91K $2.39M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.02%
$286.85 - $318.64 $861 - $956
14.6K $4.45M
SBUX
Starbucks Corp

Consumer Cyclical
40
+ 0.18%
$91.75 - $115.81 $3.67K - $4.63K
22K $2.16M
JPM
Jpmorgan Chase & CO

Financial Services
248
+ 1.59%
$225.19 - $279.95 $55.8K - $69.4K
15.8K $3.88M
ATO
Atmos Energy Corp

Utilities
14
+ 0.15%
$136.51 - $154.58 $1.91K - $2.16K
9.35K $1.45M
DUK
Duke Energy Corp

Utilities
2
+ 0.02%
$105.87 - $121.97 $212 - $244
10K $1.22M
MNST
Monster Beverage Corp

Consumer Defensive
20
+ 0.09%
$46.16 - $58.58 $923 - $1.17K
21.6K $1.26M
COP
Conocophillips

Energy
15
+ 0.1%
$88.6 - $105.85 $1.33K - $1.59K
15.1K $1.59M
KMI
Kinder Morgan, Inc.

Energy
1.26K
+ 2.81%
$26.1 - $31.22 $32.8K - $39.3K
46.1K $1.31M
PSX
Phillips 66

Energy
1
+ 0.01%
$113.93 - $131.55 $114 - $132
8.98K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
35
+ 0.94%
$461.52 - $548.18 $16.2K - $19.2K
3.74K $1.96M
TJX
Tjx Companies Inc

Consumer Cyclical
155
+ 0.25%
$112.81 - $126.16 $17.5K - $19.6K
61.6K $7.5M
NFLX
Netflix Inc

Communication Services
59
+ 15.09%
$828.4 - $1058.6 $48.9K - $62.5K
450 $419K
AMT
American Tower Corp

Real Estate
111
+ 8.45%
$173.46 - $217.6 $19.3K - $24.2K
1.43K $310K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
31
+ 4.76%
$402.49 - $513.76 $12.5K - $15.9K
682 $330K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
67
+ 0.14%
$42.5 - $46.71 $2.85K - $3.13K
47.8K $2.16M
QCOM
Qualcomm Inc

Technology
150
+ 4.28%
$151.94 - $175.86 $22.8K - $26.4K
3.66K $561K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.02%
$85.68 - $97.5 $85.7 - $97.5
4.54K $425K
UL
Unilever PLC

Consumer Defensive
4
+ 0.09%
$54.72 - $60.29 $219 - $241
4.65K $276K
NEE
Nextera Energy Inc

Utilities
55
+ 0.78%
$66.96 - $76.16 $3.68K - $4.19K
7.07K $500K
PEP
Pepsico Inc

Consumer Defensive
142
+ 0.86%
$142.64 - $156.42 $20.3K - $22.2K
16.7K $2.5M
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.9%
$554.06 - $615.85 $3.32K - $3.7K
673 $378K
HD
Home Depot, Inc.

Consumer Cyclical
62
+ 3.49%
$347.25 - $424.87 $21.5K - $26.3K
1.84K $672K
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.17%
$251.87 - $277.95 $1.76K - $1.95K
4.1K $1.06M
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.11%
$253.32 - $282.66 $507 - $565
1.79K $459K
AMD
Advanced Micro Devices Inc

Technology
77
+ 3.63%
$96.63 - $129.55 $7.44K - $9.98K
2.2K $225K
MRK
Merck & Co., Inc.

Healthcare
496
+ 6.37%
$83.01 - $101.02 $41.2K - $50.1K
8.28K $742K
META
Meta Platforms, Inc.

Communication Services
23
+ 0.49%
$576.36 - $736.67 $13.3K - $16.9K
4.73K $2.72M
LMT
Lockheed Martin Corp

Industrials
29
+ 1.65%
$423.19 - $506.29 $12.3K - $14.7K
1.78K $796K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
70
+ 5.17%
$634.14 - $744.83 $44.4K - $52.1K
1.42K $902K
ALB
Albemarle Corp

Basic Materials
427
+ 5.95%
$69.95 - $97.49 $29.9K - $41.6K
7.61K $547K
WMT
Walmart Inc.

Consumer Defensive
269
+ 0.5%
$84.5 - $105.05 $22.7K - $28.3K
54.1K $4.75M
STZ
Constellation Brands, Inc.

Consumer Defensive
21
+ 0.54%
$161.05 - $222.93 $3.38K - $4.68K
3.92K $720K
CARR
Carrier Global Corp

Industrials
170
+ 0.5%
$62.07 - $70.55 $10.6K - $12K
34.1K $2.16M
GS
Goldman Sachs Group Inc

Financial Services
49
+ 0.71%
$524.81 - $672.19 $25.7K - $32.9K
6.91K $3.77M
GNRC
Generac Holdings Inc.

Industrials
97
+ 1.64%
$126.65 - $164.06 $12.3K - $15.9K
6.01K $760K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$57.21 - $65.8 $57.2 - $65.8
45.3K $2.64M
EMR
Emerson Electric CO

Industrials
23
+ 0.17%
$108.64 - $131.17 $2.5K - $3.02K
13.8K $1.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.01%
$102.49 - $119.96 $102 - $120
18.4K $1.92M
CMI
Cummins Inc

Industrials
10
+ 0.16%
$312.92 - $386.07 $3.13K - $3.86K
6.44K $2.02M
FDX
Fedex Corp

Industrials
40
+ 0.55%
$230.33 - $281.53 $9.21K - $11.3K
7.28K $1.77M
Activity Summary
Buys All Purchases 59 New Holdings 3 Increased Positions 56 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Delta Financial Advisors LLC Portfolio

Follow Delta Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delta Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delta Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email