Delta Financial Advisors LLC New Holdings in Q3 2025

Delta Financial Advisors LLC

  • $349 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
UNP
Union Pacific Corp

Industrials
4.25K
New
$214.91 - $237.16 $912K - $1.01M
4.25K $1M
PPA
Invesco Exchange Traded Fd Tr

ETFs
5.68K
New
$139.82 - $155.45 $795K - $884K
5.68K $883K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.6K
New
$404.94 - $499.99 $648K - $800K
1.6K $776K
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
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
MSI
Motorola Solutions, Inc.

Technology
1.04K
New
$408.73 - $490.3 $423K - $508K
1.04K $473K
TSCO
Tractor Supply CO

Consumer Cyclical
7.85K
New
$54.08 - $62.65 $424K - $491K
7.85K $446K
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
SYK
Stryker Corp

Healthcare
831
New
$368.57 - $403.53 $306K - $335K
831 $307K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
479
New
$567.77 - $614.76 $272K - $294K
479 $293K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
16.2K
New
$15.6 - $16.63 $253K - $270K
16.2K $269K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.12K
New
$76.16 - $78.59 $238K - $245K
3.12K $243K
WM
Waste Management Inc

Industrials
1.1K
New
$213.88 - $237.1 $235K - $261K
1.1K $242K
GILD
Gilead Sciences, Inc.

Healthcare
2.09K
New
$108.22 - $120.47 $226K - $251K
2.09K $231K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
13.8K
New
$15.52 - $16.28 $214K - $225K
13.8K $223K
UMH
Umh Properties, Inc.

Real Estate
15K
New
$14.69 - $17.34 $220K - $260K
15K $222K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6K
New
$30.06 - $36.69 $180K - $220K
6K $220K
QQQ
Invesco Qqq Trust, Series 1

ETFs
368
New
$546.99 - $602.2 $201K - $222K
368 $220K
VUG
Vanguard Growth ETF

ETFs
458
New
$433.97 - $484.08 $199K - $222K
458 $219K
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
New
N/A
1.19K $215K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.55K
New
$81.75 - $84.54 $208K - $216K
2.55K $214K
GD
General Dynamics Corp

Industrials
589
New
$293.92 - $341.0 $173K - $201K
589 $200K
Linde PLC
1.01K
New
N/A
1.01K $0
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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