Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Delta Financial Advisors Llc > Profile

Instuitional Investor - Delta Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Delta Financial Advisors Llc
Portfolio Value $266,286,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 32,741 $18,315,027 6.88%
2.
Apple Inc.
 AAPL 68,833 $15,289,892 5.74%
3.
Microsoft Corp
 MSFT 30,134 $11,312,045 4.25%
4.
Nvidia Corp
 NVDA 86,094 $9,330,868 3.5%
5.
Visa Inc.
 V 26,390 $9,248,545 3.47%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)