Delta Financial Advisors LLC Reduced Holdings in Q1 2025

Delta Financial Advisors LLC

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

Technology
-429
- 0.62%
$209.68 - $247.1 $90K - $106K
68.8K $15.3M
MSFT
Microsoft Corp

Technology
-206
- 0.68%
$375.39 - $447.2 $77.3K - $92.1K
30.1K $11.3M
AVGO
Broadcom Inc.

Technology
-67
- 0.38%
$167.43 - $244.7 $11.2K - $16.4K
17.4K $2.92M
AMAT
Applied Materials Inc

Technology
-383
- 1.1%
$145.06 - $195.51 $55.6K - $74.9K
34.4K $4.99M
TSLA
Tesla, Inc.

Consumer Cyclical
-1K
- 42.37%
$222.15 - $428.22 $222K - $428K
1.36K $352K
NKE
Nike, Inc.

Consumer Cyclical
-326
- 1.03%
$63.29 - $81.72 $20.6K - $26.6K
31.3K $1.99M
WDAY
Workday, Inc.

Technology
-844
- 19.27%
$233.53 - $277.82 $197K - $234K
3.54K $825K
TROW
Price T Rowe Group Inc

Financial Services
-80
- 0.79%
$91.57 - $116.93 $7.33K - $9.35K
10.1K $924K
LOW
Lowes Companies Inc

Consumer Cyclical
-39
- 0.3%
$222.66 - $268.42 $8.68K - $10.5K
13.2K $3.07M
DIS
Walt Disney CO

Communication Services
-189
- 1.45%
$96.87 - $114.0 $18.3K - $21.5K
12.8K $1.27M
VB
Vanguard Small Cap ETF

ETFs
-242
- 4.73%
$217.89 - $252.64 $52.7K - $61.1K
4.87K $1.08M
ADBE
Adobe Inc.

Technology
-93
- 8.93%
$377.84 - $464.11 $35.1K - $43.2K
949 $363K
OMC
Omnicom Group Inc.

Communication Services
-47
- 0.25%
$79.43 - $88.34 $3.73K - $4.15K
18.6K $1.54M
UPS
United Parcel Service Inc

Industrials
-171
- 6.71%
$109.66 - $136.26 $18.8K - $23.3K
2.38K $261K
BX
Blackstone Inc.

Financial Services
-6
- 0.34%
$136.53 - $186.74 $819 - $1.12K
1.75K $244K
PFE
Pfizer Inc

Healthcare
-20
- 0.09%
$25.01 - $27.13 $500 - $543
21.7K $549K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-364
- 6.97%
$76.94 - $78.28 $28K - $28.5K
4.86K $380K
CTSH
Cognizant Technology Solutions Corp

Technology
-179
- 0.82%
$75.32 - $90.7 $13.5K - $16.2K
21.6K $1.65M
SCHW
Schwab Charles Corp

Financial Services
-500
- 11.3%
$71.24 - $83.64 $35.6K - $41.8K
3.92K $307K
VZ
Verizon Communications Inc

Communication Services
-1.26K
- 17.3%
$37.81 - $46.49 $47.6K - $58.5K
6.02K $272K
Blackrock Inc
-3
- 0.08%
N/A
3.83K $0
BDX
Becton Dickinson & CO

Healthcare
-62
- 0.86%
$222.79 - $249.08 $13.8K - $15.4K
7.13K $1.63M
APD
Air Products & Chemicals, Inc.

Basic Materials
-105
- 1.24%
$283.24 - $338.07 $29.7K - $35.5K
8.36K $2.46M
GPC
Genuine Parts CO

Consumer Cyclical
-60
- 0.51%
$115.91 - $129.02 $6.95K - $7.74K
11.8K $1.4M
BMY
Bristol Myers Squibb CO

Healthcare
-148
- 0.78%
$53.9 - $63.11 $7.98K - $9.34K
18.8K $1.15M
VEA
Vanguard Ftse Developed Market

ETFs
-115
- 0.43%
$47.4 - $52.99 $5.45K - $6.09K
26.5K $1.35M
PG
Procter & Gamble CO

Consumer Defensive
-57
- 0.18%
$158.56 - $176.26 $9.04K - $10K
31K $5.28M
NUE
Nucor Corp

Basic Materials
-27
- 0.1%
$114.48 - $142.52 $3.09K - $3.85K
27.6K $3.32M
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.2%
$279.74 - $321.29 $2.8K - $3.21K
5.06K $1.58M
T
At&T Inc.

Communication Services
-891
- 2.95%
$21.56 - $28.28 $19.2K - $25.2K
29.4K $830K
CI
Cigna Corp

Healthcare
-41
- 1.22%
$274.49 - $329.0 $11.3K - $13.5K
3.33K $1.09M
EXPD
Expeditors International Of Washington Inc

Industrials
-160
- 0.66%
$109.09 - $126.48 $17.5K - $20.2K
24K $2.88M
BK
Bank Of New York Mellon Corp

Financial Services
-378
- 0.79%
$75.42 - $88.95 $28.5K - $33.6K
47.3K $3.97M
CVS
Cvs Health Corp

Healthcare
-225
- 1.27%
$44.22 - $68.64 $9.95K - $15.4K
17.5K $1.19M
RTX
Raytheon Technologies Corp

Industrials
-6
- 0.02%
$114.1 - $135.66 $685 - $814
24.6K $3.25M
JNJ
Johnson & Johnson

Healthcare
-44
- 0.17%
$142.06 - $167.7 $6.25K - $7.38K
25.7K $4.26M
IAU
Ishares Gold Trust

ETFs
-10
- 0.01%
$49.74 - $58.96 $497 - $590
80.2K $4.73M
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
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