Delta Financial Advisors LLC Portfolio Holdings
Delta Financial Advisors LLC
- $275 Million
- Q3 2024
Delta Financial Advisors LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $275 Million distributed in 113 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 $18M, Apple Inc. with a value of $16.1M, Microsoft Corp with a value of $13.1M, Nvidia Corp with a value of $10.1M, and Alphabet Inc. with a value of $7.78M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $258M to 275M.
Below you can find more details about Delta Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
Technology: $59.3 Million
ETFs: $43.8 Million
Financial Services: $39.8 Million
Consumer Cyclical: $25.6 Million
Healthcare: $23 Million
Industrials: $21.9 Million
Consumer Defensive: $20.5 Million
Communication Services: $15.8 Million
Other: $25.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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