DELTA FINANCIAL ADVISORS LLC
Q4 2024 13F Holdings
- Locationnew orleans, LA
- Num holdings
109
- Value ($000)
$268,953
- Date Filed02/04/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.18M | 7 % | 32,723 | ||
AAPL APPLE INC | COM | 037833100 | $17.34M | 6 % | 69,262 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.79M | 5 % | 30,340 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $11.44M | 4 % | 85,179 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $8.86M | 3 % | 46,524 | ||
V VISA INC | COM CL A | 92826C839 | $8.33M | 3 % | 26,358 | ||
TJX COS INC NEW | COM | 872540109 | $7.42M | 3 % | 61,400 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.06M | 2 % | 27,618 | ||
AMAT APPLIED MATLS INC | COM | 038222105 | $5.66M | 2 % | 34,777 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $5.44M | 2 % | 71,928 |
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