Delta Financial Advisors LLC Reduced Holdings in Q3 2025

Delta Financial Advisors LLC

  • $349 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
-64
- 0.18%
$58.75 - $80.73 $3.76K - $5.17K
35.1K $2.1M
SBUX
Starbucks Corp

Consumer Cyclical
-754
- 3.38%
$81.9 - $96.86 $61.8K - $73K
21.5K $1.82M
CRM
Salesforce, Inc.

Technology
-1
- 0.02%
$231.66 - $273.65 $232 - $274
6.09K $1.44M
DIS
Walt Disney CO

Communication Services
-72
- 0.48%
$112.25 - $124.0 $8.08K - $8.93K
14.9K $1.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.41K
- 6.13%
$87.29 - $93.61 $385K - $413K
67.5K $6.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
-19
- 0.5%
$131.78 - $176.09 $2.5K - $3.35K
3.81K $513K
NFLX
Netflix Inc

Communication Services
-12
- 2.67%
$1147.87 - $1297.18 $13.8K - $15.6K
438 $525K
NKE
Nike, Inc.

Consumer Cyclical
-28
- 0.09%
$69.24 - $79.24 $1.94K - $2.22K
31.5K $2.19M
WDAY
Workday, Inc.

Technology
-30
- 0.91%
$213.69 - $247.69 $6.41K - $7.43K
3.27K $786K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.43K
- 5.31%
$132.9 - $142.03 $190K - $203K
25.5K $3.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-255
- 3.27%
$185.88 - $207.44 $47.4K - $52.9K
7.54K $1.52M
MNST
Monster Beverage Corp

Consumer Defensive
-285
- 1.32%
$58.65 - $67.31 $16.7K - $19.2K
21.3K $1.44M
BDX
Becton Dickinson & CO

Healthcare
-60
- 0.87%
$172.41 - $199.66 $10.3K - $12K
6.85K $1.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.14K
- 4.5%
$49.43 - $54.52 $106K - $117K
45.5K $2.46M
TRV
Travelers Companies, Inc.

Financial Services
-51
- 0.42%
$250.62 - $279.43 $12.8K - $14.3K
12K $3.34M
AFL
Aflac Inc

Financial Services
-44
- 0.12%
$98.09 - $111.7 $4.32K - $4.91K
35.7K $3.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.6K
- 4.9%
$617.65 - $666.84 $986K - $1.06M
31K $20.7M
AMAT
Applied Materials Inc

Technology
-229
- 0.68%
$156.25 - $204.95 $35.8K - $46.9K
33.3K $6.82M
AVGO
Broadcom Inc.

Technology
-298
- 1.86%
$264.74 - $369.57 $78.9K - $110K
15.7K $5.18M
BK
Bank Of New York Mellon Corp

Financial Services
-259
- 0.55%
$90.65 - $109.75 $23.5K - $28.4K
46.5K $5.07M
ORCL
Oracle Corp

Technology
-607
- 2.21%
$218.96 - $328.33 $133K - $199K
26.9K $7.56M
NVDA
Nvidia Corp

Technology
-1.24K
- 1.42%
$153.3 - $186.58 $191K - $232K
86K $16M
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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