Delta Financial Advisors LLC Sells in Q2 2025

Delta Financial Advisors LLC

  • $280 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.14K
- 6.02%
$172.42 - $223.89 $715K - $928K
64.7K $13.3M
BDX
Becton Dickinson & CO

Healthcare
-220
- 3.09%
$165.15 - $226.42 $36.3K - $49.8K
6.91K $1.19M
XOM
Exxon Mobil Corp

Energy
-1.29K
- 5.18%
$99.93 - $119.04 $129K - $153K
23.6K $2.54M
BMY
Bristol Myers Squibb CO

Healthcare
-701
- 3.73%
$44.12 - $59.6 $30.9K - $41.8K
18.1K $838K
COP
Conocophillips

Energy
-572
- 3.79%
$82.66 - $106.1 $47.3K - $60.7K
14.5K $1.3M
AFL
Aflac Inc

Financial Services
-574
- 1.58%
$99.77 - $112.45 $57.3K - $64.5K
35.8K $3.77M
OMC
Omnicom Group Inc.

Communication Services
-743
- 4.0%
$69.22 - $79.77 $51.4K - $59.3K
17.8K $1.28M
EXPD
Expeditors International Of Washington Inc

Industrials
-410
- 1.71%
$102.84 - $122.24 $42.2K - $50.1K
23.6K $2.69M
FDX
Fedex Corp

Industrials
-134
- 1.84%
$198.07 - $245.17 $26.5K - $32.9K
7.14K $1.62M
ETR
Entergy Corp

Utilities
-481
- 1.09%
$79.01 - $86.61 $38K - $41.7K
43.5K $3.61M
CB
Chubb LTD

Financial Services
-29
- 0.37%
$274.32 - $302.46 $7.96K - $8.77K
7.88K $2.28M
STZ
Constellation Brands, Inc.

Consumer Defensive
-91
- 2.32%
$160.0 - $195.62 $14.6K - $17.8K
3.83K $623K
PSX
Phillips 66

Energy
-423
- 4.71%
$92.87 - $125.73 $39.3K - $53.2K
8.55K $1.02M
DUK
Duke Energy Corp

Utilities
-394
- 3.94%
$112.46 - $124.05 $44.3K - $48.9K
9.61K $1.13M
ALB
Albemarle Corp

Basic Materials
-249
- 3.27%
$50.76 - $72.25 $12.6K - $18K
7.36K $461K
V
Visa Inc.

Financial Services
-578
- 2.19%
$308.27 - $373.31 $178K - $216K
25.8K $9.16M
ADP
Automatic Data Processing Inc

Industrials
-374
- 2.57%
$276.76 - $326.81 $104K - $122K
14.2K $4.38M
ABBV
Abb Vie Inc.

Healthcare
-86
- 3.86%
$170.16 - $206.27 $14.6K - $17.7K
2.14K $397K
DVA
Davita Inc.

Healthcare
-60
- 1.06%
$133.5 - $155.51 $8.01K - $9.33K
5.59K $795K
CNP
Centerpoint Energy Inc

Utilities
-1.13K
- 13.18%
$35.5 - $39.05 $39.9K - $43.9K
7.41K $272K
AMT
American Tower Corp

Real Estate
-179
- 12.56%
$203.96 - $228.19 $36.5K - $40.8K
1.25K $275K
VZ
Verizon Communications Inc

Communication Services
-532
- 8.84%
$41.67 - $45.62 $22.2K - $24.3K
5.49K $237K
KO
Coca Cola CO

Consumer Defensive
-334
- 2.61%
$68.37 - $73.9 $22.8K - $24.7K
12.5K $881K
WDAY
Workday, Inc.

Technology
-239
- 6.76%
$210.47 - $274.71 $50.3K - $65.7K
3.3K $791K
ATO
Atmos Energy Corp

Utilities
-166
- 1.78%
$145.06 - $162.66 $24.1K - $27K
9.19K $1.42M
UPS
United Parcel Service Inc

Industrials
-48
- 2.02%
$91.92 - $110.2 $4.41K - $5.29K
2.33K $235K
TRV
Travelers Companies, Inc.

Financial Services
-206
- 1.69%
$233.83 - $276.34 $48.2K - $56.9K
12K $3.21M
CI
Cigna Corp

Healthcare
-69
- 2.07%
$301.89 - $340.04 $20.8K - $23.5K
3.26K $1.08M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-208
- 4.28%
$77.74 - $78.78 $16.2K - $16.4K
4.65K $365K
SCHW
Schwab Charles Corp

Financial Services
-624
- 15.91%
$69.06 - $91.24 $43.1K - $56.9K
3.3K $301K
TTE
Total Energies Se

Energy
-50
- 1.48%
N/A
3.33K $228K
KMI
Kinder Morgan, Inc.

Energy
-1.41K
- 3.05%
$25.21 - $29.4 $35.4K - $41.3K
44.7K $1.31M
CTSH
Cognizant Technology Solutions Corp

Technology
-454
- 2.11%
$66.47 - $81.81 $30.2K - $37.1K
21.1K $1.65M
Blackrock Inc
-41
- 1.07%
N/A
3.79K $0
LECO
Lincoln Electric Holdings Inc

Industrials
-100
- 7.14%
$167.18 - $211.38 $16.7K - $21.1K
1.3K $269K
GPC
Genuine Parts CO

Consumer Cyclical
-133
- 1.13%
$105.54 - $129.09 $14K - $17.2K
11.6K $1.41M
CAT
Caterpillar Inc

Industrials
-40
- 6.13%
$273.94 - $388.21 $11K - $15.5K
613 $237K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-503
- 2.74%
$90.56 - $109.49 $45.6K - $55.1K
17.9K $1.95M
TROW
Price T Rowe Group Inc

Financial Services
-147
- 1.46%
$80.27 - $98.06 $11.8K - $14.4K
9.91K $956K
AXP
American Express CO

Financial Services
-50
- 4.78%
$231.39 - $318.98 $11.6K - $15.9K
996 $317K
CBRE
Cbre Group, Inc.

Real Estate
-315
- 3.49%
$113.94 - $140.12 $35.9K - $44.1K
8.72K $1.22M
ABT
Abbott Laboratories

Healthcare
-22
- 0.14%
$123.95 - $138.08 $2.73K - $3.04K
15.7K $2.14M
CMI
Cummins Inc

Industrials
-110
- 1.71%
$267.12 - $336.65 $29.4K - $37K
6.33K $2.07M
VB
Vanguard Small Cap ETF

ETFs
-40
- 0.82%
$193.73 - $237.37 $7.75K - $9.49K
4.83K $1.14M
VO
Vanguard Mid Cap ETF

ETFs
-40
- 0.98%
$228.54 - $279.83 $9.14K - $11.2K
4.06K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
-49
- 1.1%
$908.13 - $1056.85 $44.5K - $51.8K
4.4K $4.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-190
- 0.4%
$39.89 - $49.46 $7.58K - $9.4K
47.6K $2.36M
BK
Bank Of New York Mellon Corp

Financial Services
-509
- 1.08%
$73.31 - $91.62 $37.3K - $46.6K
46.8K $4.26M
RTX
Raytheon Technologies Corp

Industrials
-124
- 0.51%
$113.75 - $148.48 $14.1K - $18.4K
24.4K $3.57M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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