DELTA FINANCIAL ADVISORS LLC
Q1 2025 13F Holdings
- Locationmetairie, LA
- Num holdings
111
- Value ($000)
$266,287
- Date Filed05/13/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.32M | 7 % | 32,741 | ||
AAPL APPLE INC | COM | 037833100 | $15.29M | 6 % | 68,833 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.31M | 4 % | 30,134 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.33M | 4 % | 86,094 | ||
V VISA INC | COM CL A | 92826C839 | $9.25M | 4 % | 26,390 | ||
TJX COS INC NEW | COM | 872540109 | $7.50M | 3 % | 61,555 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $7.38M | 3 % | 47,252 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $5.88M | 2 % | 71,928 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.66M | 2 % | 10,635 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.40M | 2 % | 28,407 |
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