Delta Financial Advisors LLC Incresed Positions 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
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
GOOGL
Alphabet Inc.

Communication Services
5.2K
+ 330.89%
$174.36 - $254.72 $906K - $1.32M
6.77K $1.64M
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
ABBV
Abb Vie Inc.

Healthcare
4.83K
+ 225.6%
$184.85 - $231.54 $893K - $1.12M
6.97K $1.61M
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
LMT
Lockheed Martin Corp

Industrials
1.69K
+ 89.68%
$410.74 - $499.21 $692K - $841K
3.56K $1.78M
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
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
CMI
Cummins Inc

Industrials
10
+ 0.16%
$327.85 - $426.39 $3.28K - $4.26K
6.34K $2.68M
COP
Conocophillips

Energy
5.01K
+ 34.45%
$91.0 - $98.99 $456K - $496K
19.5K $1.85M
ETR
Entergy Corp

Utilities
194
+ 0.45%
$80.93 - $93.55 $15.7K - $18.1K
43.6K $4.07M
LOW
Lowes Companies Inc

Consumer Cyclical
167
+ 1.26%
$215.01 - $273.02 $35.9K - $45.6K
13.5K $3.38M
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
WMT
Walmart Inc.

Consumer Defensive
160
+ 0.3%
$94.4 - $104.27 $15.1K - $16.7K
53.4K $5.51M
VZ
Verizon Communications Inc

Communication Services
5.8K
+ 105.65%
$40.84 - $45.06 $237K - $261K
11.3K $495K
XOM
Exxon Mobil Corp

Energy
1.24K
+ 5.25%
$105.83 - $117.22 $131K - $145K
24.8K $2.8M
GPC
Genuine Parts CO

Consumer Cyclical
222
+ 1.91%
$122.23 - $142.77 $27.1K - $31.7K
11.8K $1.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
505
+ 2.82%
$108.46 - $120.63 $54.8K - $60.9K
18.4K $2.19M
OMC
Omnicom Group Inc.

Communication Services
735
+ 4.12%
$70.41 - $81.53 $51.8K - $59.9K
18.6K $1.51M
EXPD
Expeditors International Of Washington Inc

Industrials
274
+ 1.16%
$111.37 - $124.95 $30.5K - $34.2K
23.8K $2.92M
BMY
Bristol Myers Squibb CO

Healthcare
5.51K
+ 30.42%
$43.31 - $48.98 $239K - $270K
23.6K $1.06M
NUE
Nucor Corp

Basic Materials
320
+ 1.06%
$133.3 - $150.33 $42.7K - $48.1K
30.6K $4.15M
PG
Procter & Gamble CO

Consumer Defensive
2.54K
+ 8.08%
$150.47 - $161.22 $382K - $409K
34K $5.22M
UNH
Unitedhealth Group Inc

Healthcare
163
+ 3.78%
$237.77 - $353.61 $38.8K - $57.6K
4.48K $1.55M
VEA
Vanguard Ftse Developed Market

ETFs
1.21K
+ 3.35%
$56.02 - $60.3 $68K - $73.2K
37.5K $2.25M
TMUS
T Mobile Us, Inc.

Communication Services
674
+ 48.84%
$226.02 - $259.01 $152K - $175K
2.05K $491K
ATO
Atmos Energy Corp

Utilities
13
+ 0.14%
$151.51 - $170.75 $1.97K - $2.22K
9.2K $1.57M
PEP
Pepsico Inc

Consumer Defensive
62
+ 0.36%
$133.81 - $152.16 $8.3K - $9.43K
17.4K $2.44M
TROW
Price T Rowe Group Inc

Financial Services
581
+ 5.86%
$98.67 - $111.52 $57.3K - $64.8K
10.5K $1.08M
CVS
Cvs Health Corp

Healthcare
43
+ 0.24%
$58.75 - $76.5 $2.53K - $3.29K
18.2K $1.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.27K
+ 27.29%
$78.11 - $79.07 $99K - $100K
5.92K $466K
VB
Vanguard Small Cap ETF

ETFs
56
+ 1.16%
$237.58 - $259.17 $13.3K - $14.5K
4.89K $1.24M
FDX
Fedex Corp

Industrials
149
+ 2.09%
$217.1 - $243.2 $32.3K - $36.2K
7.29K $1.72M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
41
+ 2.85%
$534.91 - $598.71 $21.9K - $24.5K
1.48K $831K
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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