Notify me when DELTA FINANCIAL ADVISORS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 145 | $354,100,254 | +$48,998,216 | -$3,559,326 | +$45,438,890 | SPY, AAPL, MSFT, NVDA, GOOG | 13F-HR | 30 Oct 2025, 16:03 |
| Q2 2025 | 112 | $284,351,915 | +$3,559,187 | -$4,484,710 | -$925,523 | SPY, MSFT, NVDA, AAPL, V | 13F-HR | 07 Aug 2025, 07:53 |
| Q1 2025 | 111 | $266,286,761 | +$5,124,031 | -$1,447,219 | +$3,676,812 | SPY, AAPL, MSFT, NVDA, V | 13F-HR | 13 May 2025, 09:36 |
| Q4 2024 | 109 | $268,952,625 | +$10,440,758 | -$14,248,021 | -$3,807,263 | SPY, AAPL, MSFT, NVDA, GOOG | 13F-HR | 04 Feb 2025, 15:22 |
| Q3 2024 | 113 | $275,339,212 | +$9,863,043 | -$6,967,987 | +$2,895,056 | SPY, AAPL, MSFT, NVDA, GOOG | 13F-HR | 04 Nov 2024, 16:36 |
| Q2 2024 | 114 | $258,187,453 | +$10,855,860 | -$1,440,400 | +$9,415,460 | SPY, AAPL, MSFT, NVDA, GOOG | 13F-HR | 06 Aug 2024, 16:58 |
| Q1 2024 | 115 | $252,726,821 | +$9,968,052 | -$3,147,260 | +$6,820,792 | SPY, MSFT, AAPL, V, NVDA | 13F-HR | 07 May 2024, 16:52 |
| Q4 2023 | 116 | $230,633,646 | +$3,588,731 | -$14,596,126 | -$11,007,395 | SPY, AAPL, MSFT, V, GOOG | 13F-HR | 31 Jan 2024, 10:44 |
| Q3 2023 | 121 | $221,823,096 | +$3,600,815 | -$567,277 | +$3,033,538 | SPY, AAPL, MSFT, V, GOOG | 13F-HR | 03 Nov 2023, 10:52 |
| Q2 2023 | 118 | $226,258,659 | +$8,172,203 | -$2,265,993 | +$5,906,210 | SPY, AAPL, MSFT, V, AMAT | 13F-HR | 03 Aug 2023, 16:05 |
| Q1 2023 | 111 | $207,490,015 | +$969,481 | -$7,356,921 | -$6,387,440 | SPY, AAPL, MSFT, V, NUE | 13F-HR | 04 May 2023, 07:42 |
| Q4 2022 | 112 | $206,202,134 | +$1,357,767 | -$4,022,149 | -$2,664,382 | SPY, AAPL, MSFT, V, TJX | 13F-HR | 01 Feb 2023, 15:09 |
| Q3 2022 | 110 | $188,266,000 | +$6,739,483 | -$2,919,310 | +$3,820,173 | SPY, AAPL, MSFT, V, GOOG | 13F-HR | 27 Oct 2022, 17:13 |
| Q2 2022 | 115 | $200,426,000 | +$3,737,308 | -$1,794,220 | +$1,943,088 | SPY, AAPL, MSFT, V, GOOG | 13F-HR | 01 Aug 2022, 13:03 |
| Q1 2022 | 119 | $234,276,000 | +$2,054,285 | -$2,290,236 | -$235,951 | SPY, AAPL, MSFT, GOOG, V | 13F-HR | 06 May 2022, 13:52 |
| Q4 2021 | 118 | $245,386,000 | +$2,189,177 | -$2,795,416 | -$606,239 | SPY, AAPL, MSFT, AMAT, GOOG | 13F-HR | 04 Feb 2022, 11:18 |
| Q3 2021 | 117 | $224,543,000 | +$2,691,501 | -$821,662 | +$1,869,839 | SPY, AAPL, MSFT, V, EFA | 13F-HR | 26 Oct 2021, 10:52 |
| Q2 2021 | 114 | $227,461,000 | +$8,760,308 | -$7,564,072 | +$1,196,236 | SPY, AAPL, MSFT, V, EFA | 13F-HR | 04 Aug 2021, 17:05 |
| Q1 2021 | 110 | $211,638,000 | +$5,999,858 | -$2,843,934 | +$3,155,924 | SPY, AAPL, MSFT, V, EFA | 13F-HR | 29 Apr 2021, 09:15 |
| Q4 2020 | 108 | $198,596,000 | +$1,986,333 | -$6,173,350 | -$4,187,017 | SPY, AAPL, MSFT, V, EFA | 13F-HR | 28 Jan 2021, 12:36 |
| Q3 2020 | 106 | $179,874,000 | +$13,261,227 | -$7,990,803 | +$5,270,424 | SPY, AAPL, MSFT, V, EFA | 13F-HR | 20 Oct 2020, 16:51 |
| Q2 2020 | 101 | $169,838,000 | +$5,652,467 | -$6,000,613 | -$348,146 | SPY, AAPL, MSFT, V, EFA | 13F-HR | 04 Aug 2020, 14:47 |
| Q1 2020 | 96 | $145,345,000 | +$1,879,166 | -$58,558,197 | -$56,679,031 | SPY, AAPL, MSFT, V, EFA | 13F-HR | 27 Apr 2020, 15:54 |
| Q4 2019 | 112 | $255,410,000 | +$3,390,494 | -$13,917,802 | -$10,527,308 | SPY, VEA, AAPL, V, MSFT | 13F-HR | 06 Feb 2020, 16:46 |
| Q3 2019 | 114 | $246,837,000 | +$6,257,057 | -$5,260,255 | +$996,802 | SPY, VEA, V, AAPL, MSFT | 13F-HR | 30 Oct 2019, 16:58 |
| Q2 2019 | 115 | $242,193,000 | $0 | $0 | $0 | SPY, VEA, V, AAPL, MSFT | 13F-HR | 11 Oct 2019, 17:11 |