Delta Financial Advisors LLC Purchases in Q3 2025

Delta Financial Advisors LLC

  • $349 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
831
New
$368.57 - $403.53 $306K - $335K
831 $307K
WMT
Walmart Inc.

Consumer Defensive
160
+ 0.3%
$94.4 - $104.27 $15.1K - $16.7K
53.4K $5.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
479
New
$567.77 - $614.76 $272K - $294K
479 $293K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
16.2K
New
$15.6 - $16.63 $253K - $270K
16.2K $269K
VZ
Verizon Communications Inc

Communication Services
5.8K
+ 105.65%
$40.84 - $45.06 $237K - $261K
11.3K $495K
XOM
Exxon Mobil Corp

Energy
1.24K
+ 5.25%
$105.83 - $117.22 $131K - $145K
24.8K $2.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.12K
New
$76.16 - $78.59 $238K - $245K
3.12K $243K
WM
Waste Management Inc

Industrials
1.1K
New
$213.88 - $237.1 $235K - $261K
1.1K $242K
GPC
Genuine Parts CO

Consumer Cyclical
222
+ 1.91%
$122.23 - $142.77 $27.1K - $31.7K
11.8K $1.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
505
+ 2.82%
$108.46 - $120.63 $54.8K - $60.9K
18.4K $2.19M
OMC
Omnicom Group Inc.

Communication Services
735
+ 4.12%
$70.41 - $81.53 $51.8K - $59.9K
18.6K $1.51M
EXPD
Expeditors International Of Washington Inc

Industrials
274
+ 1.16%
$111.37 - $124.95 $30.5K - $34.2K
23.8K $2.92M
BMY
Bristol Myers Squibb CO

Healthcare
5.51K
+ 30.42%
$43.31 - $48.98 $239K - $270K
23.6K $1.06M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
13.8K
New
$15.52 - $16.28 $214K - $225K
13.8K $223K
NUE
Nucor Corp

Basic Materials
320
+ 1.06%
$133.3 - $150.33 $42.7K - $48.1K
30.6K $4.15M
UMH
Umh Properties, Inc.

Real Estate
15K
New
$14.69 - $17.34 $220K - $260K
15K $222K
QQQ
Invesco Qqq Trust, Series 1

ETFs
368
New
$546.99 - $602.2 $201K - $222K
368 $220K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6K
New
$30.06 - $36.69 $180K - $220K
6K $220K
VUG
Vanguard Growth ETF

ETFs
458
New
$433.97 - $484.08 $199K - $222K
458 $219K
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
New
N/A
1.19K $215K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.55K
New
$81.75 - $84.54 $208K - $216K
2.55K $214K
PG
Procter & Gamble CO

Consumer Defensive
2.54K
+ 8.08%
$150.47 - $161.22 $382K - $409K
34K $5.22M
UNH
Unitedhealth Group Inc

Healthcare
163
+ 3.78%
$237.77 - $353.61 $38.8K - $57.6K
4.48K $1.55M
GD
General Dynamics Corp

Industrials
589
New
$293.92 - $341.0 $173K - $201K
589 $200K
VEA
Vanguard Ftse Developed Market

ETFs
1.21K
+ 3.35%
$56.02 - $60.3 $68K - $73.2K
37.5K $2.25M
TMUS
T Mobile Us, Inc.

Communication Services
674
+ 48.84%
$226.02 - $259.01 $152K - $175K
2.05K $491K
ATO
Atmos Energy Corp

Utilities
13
+ 0.14%
$151.51 - $170.75 $1.97K - $2.22K
9.2K $1.57M
PEP
Pepsico Inc

Consumer Defensive
62
+ 0.36%
$133.81 - $152.16 $8.3K - $9.43K
17.4K $2.44M
CVS
Cvs Health Corp

Healthcare
43
+ 0.24%
$58.75 - $76.5 $2.53K - $3.29K
18.2K $1.38M
TROW
Price T Rowe Group Inc

Financial Services
581
+ 5.86%
$98.67 - $111.52 $57.3K - $64.8K
10.5K $1.08M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.27K
+ 27.29%
$78.11 - $79.07 $99K - $100K
5.92K $466K
VB
Vanguard Small Cap ETF

ETFs
56
+ 1.16%
$237.58 - $259.17 $13.3K - $14.5K
4.89K $1.24M
FDX
Fedex Corp

Industrials
149
+ 2.09%
$217.1 - $243.2 $32.3K - $36.2K
7.29K $1.72M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
41
+ 2.85%
$534.91 - $598.71 $21.9K - $24.5K
1.48K $831K
PFE
Pfizer Inc

Healthcare
1.92K
+ 8.78%
$23.29 - $25.88 $44.7K - $49.6K
23.8K $605K
AMGN
Amgen Inc

Healthcare
146
+ 1.5%
$271.18 - $309.22 $39.6K - $45.1K
9.89K $2.79M
MRK
Merck & Co., Inc.

Healthcare
146
+ 1.23%
$77.6 - $87.37 $11.3K - $12.8K
12K $1.01M
QCOM
Qualcomm Inc

Technology
241
+ 6.52%
$145.84 - $173.55 $35.1K - $41.8K
3.94K $654K
VO
Vanguard Mid Cap ETF

ETFs
30
+ 0.74%
$279.83 - $293.74 $8.39K - $8.81K
4.09K $1.2M
KO
Coca Cola CO

Consumer Defensive
1.59K
+ 12.79%
$65.67 - $71.67 $105K - $114K
14K $931K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.06%
$285.05 - $309.14 $285 - $309
1.79K $550K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 1.17%
$620.67 - $670.08 $4.97K - $5.36K
694 $464K
UL
Unilever PLC

Consumer Defensive
504
+ 10.83%
$58.43 - $65.01 $29.4K - $32.8K
5.16K $305K
AMT
American Tower Corp

Real Estate
202
+ 16.21%
$192.32 - $232.35 $38.8K - $46.9K
1.45K $278K
Blackrock Inc
353
+ 9.32%
N/A
4.14K $0
Linde PLC
1.01K
New
N/A
1.01K $0
T
At&T Inc.

Communication Services
67
+ 0.21%
$26.94 - $29.62 $1.8K - $1.98K
32.3K $913K
ADBE
Adobe Inc.

Technology
22
+ 2.29%
$333.65 - $392.1 $7.34K - $8.63K
981 $346K
EMR
Emerson Electric CO

Industrials
20
+ 0.14%
$128.6 - $149.63 $2.57K - $2.99K
13.9K $1.82M
Activity Summary
Buys All Purchases 109 New Holdings 36 Increased Positions 73 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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