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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 $284,351,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 32,597 $20,140,163 7.08%
2.
Microsoft Corp
 MSFT 29,586 $14,716,232 5.18%
3.
Nvidia Corp
 NVDA 87,235 $13,782,261 4.85%
4.
Apple Inc.
 AAPL 64,689 $13,272,286 4.67%
5.
Visa Inc.
 V 25,812 $9,164,393 3.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)