DELTA FINANCIAL ADVISORS LLC
Q2 2025 13F Holdings
- Locationmetairie, LA
- Num holdings
112
- Value ($000)
$284,352
- Date Filed08/07/2025
- Form type13F-HR
- CIK0001790295
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $20.14 M | 7 % | 32,597 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.72 M | 5 % | 29,586 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.78 M | 5 % | 87,235 | ||
AAPL APPLE INC | COM | 037833100 | $13.27 M | 5 % | 64,689 | ||
V VISA INC | COM CL A | 92826C839 | $9.16 M | 3 % | 25,812 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $8.27 M | 3 % | 46,626 | ||
TJX COS INC NEW | COM | 872540109 | $7.62 M | 3 % | 61,674 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $6.43 M | 2 % | 71,931 | ||
AMAT APPLIED MATLS INC | COM | 038222105 | $6.14 M | 2 % | 33,562 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.09 M | 2 % | 27,747 |
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