Delta Financial Advisors LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $280 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.1M, Microsoft Corp with a value of $14.7M, Nvidia Corp with a value of $13.8M, Apple Inc. with a value of $13.3M, and Visa Inc. with a value of $9.16M.
Examining the 13F form we can see an increase of $17.7M in the current position value, from $263M to 280M.
Below you can find more details about Delta Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$280 Million
Technology: $63.9 Million
ETFs: $48.7 Million
Financial Services: $40.6 Million
Consumer Cyclical: $25.1 Million
Industrials: $21.5 Million
Consumer Defensive: $20.4 Million
Healthcare: $18.3 Million
Communication Services: $17.3 Million
Other: $24.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
