DELTA FINANCIAL ADVISORS LLC holdings history

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164 is the total number of securities DELTA FINANCIAL ADVISORS LLC has owned. The longest DELTA FINANCIAL ADVISORS LLC has owned a single stock is 18 quarters.

DELTA FINANCIAL ADVISORS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY S P D R TRUST Unit SR18186.28%7.61%8.39%Q2 2019Q3 202318
AAPL APPLE INC18182.39%4.63%6.14%Q2 2019Q3 202318
MSFT MICROSOFT CORP18182.31%3.64%4.75%Q2 2019Q3 202318
V Visa Inc Class A18182.41%2.85%3.36%Q2 2019Q3 202318
EFA IShares Tr MSCI EAFE Fd18182.07%2.42%2.73%Q2 2019Q3 202318
TJX TJX COS INC NEW18181.64%2.13%2.51%Q2 2019Q3 202318
GOOG Alphabet Inc Cl C (Google18181.17%2.09%2.68%Q2 2019Q3 202318
JNJ JOHNSON & JOHNSON18181.77%2.03%2.37%Q2 2019Q3 202318
AMAT APPLIED MATLS INC18181.30%1.94%2.59%Q2 2019Q3 202318
NKE Nike Inc Class B18181.46%1.87%2.24%Q2 2019Q3 202318
PG Procter & Gamble Co18181.38%1.76%2.32%Q2 2019Q3 202318
ADP AUTOMATIC DATA PROCESS...18181.20%1.52%1.88%Q2 2019Q3 202318
NUE NUCOR CORP18180.88%1.51%2.46%Q2 2019Q3 202318
BRKB BERKSHIRE HATHAWAY INC...18181.14%1.40%1.70%Q2 2019Q3 202318
CVS CVS HEALTH CORP18180.98%1.36%1.70%Q2 2019Q3 202318
VYM VANGUARD WHITEHALL FDS18180.86%1.35%1.75%Q2 2019Q3 202318
BLK BLACKROCK INC18181.12%1.34%1.55%Q2 2019Q3 202318
PEP Pepsico Incorporated18181.10%1.34%1.50%Q2 2019Q3 202318
ORCL Oracle Corporation18181.13%1.32%1.69%Q2 2019Q3 202318
VEA VANGUARD TAX-MANAGED FDS18180.58%1.26%3.83%Q2 2019Q3 202318
INTC INTEL CORP18180.68%1.24%2.05%Q2 2019Q3 202318
AMZN AMAZON COM INC18180.43%1.24%1.70%Q2 2019Q3 202318
EXPD EXPEDITORS INTL WASH INC18181.03%1.19%1.38%Q2 2019Q3 202318
WMT Wal-Mart Stores Inc18180.77%1.17%1.40%Q2 2019Q3 202318
BK Bank Of New York Mellon C18180.90%1.15%1.61%Q2 2019Q3 202318
VWO VANGUARD INTL EQUITY I...18180.79%1.15%2.01%Q2 2019Q3 202318
LOW LOWES COS INC18180.72%1.13%1.41%Q2 2019Q3 202318
CVX CHEVRON CORP NEW18180.72%1.13%1.61%Q2 2019Q3 202318
IJH Ishares Tr S&P Midcap 40018180.96%1.11%1.32%Q2 2019Q3 202318
DIS DISNEY WALT CO18180.48%1.09%1.62%Q2 2019Q3 202318
AMGN Amgen Incorporated18180.81%1.09%1.41%Q2 2019Q3 202318
AFL AFLAC INC18180.81%1.06%1.46%Q2 2019Q3 202318
BDX BECTON DICKINSON & CO18180.81%1.02%1.34%Q2 2019Q3 202318
APD AIR PRODS & CHEMS INC18180.78%0.94%1.13%Q2 2019Q3 202318
TRV TRAVELERS COMPANIES INC18180.73%0.92%1.12%Q2 2019Q3 202318
SBUX STARBUCKS CORP18180.76%0.91%1.07%Q2 2019Q3 202318
CTSH Cognizant Tech Sol Cl A18180.54%0.90%1.35%Q2 2019Q3 202318
IJR IShares Tr S&P Smallca...18180.68%0.89%1.26%Q2 2019Q3 202318
ABT ABBOTT LABS18180.71%0.89%1.03%Q2 2019Q3 202318
TD TORONTO DOMINION BK ONT18180.76%0.89%1.02%Q2 2019Q3 202318
MMM 3M Company18180.59%0.88%1.12%Q2 2019Q3 202318
GS GOLDMAN SACHS GROUP INC18180.14%0.83%1.21%Q2 2019Q3 202318
GPC GENUINE PARTS CO18180.66%0.82%1.12%Q2 2019Q3 202318
PFE Pfizer Incorporated18180.47%0.80%1.20%Q2 2019Q3 202318
BMY BRISTOL-MYERS SQUIBB CO18180.27%0.79%1.12%Q2 2019Q3 202318
XOM Exxon Mobil Corporation18180.39%0.78%1.34%Q2 2019Q3 202318
FDX Fedex Corporation18180.53%0.73%0.96%Q2 2019Q3 202318
FB Meta Platforms Inc (Fa...18180.24%0.73%1.04%Q2 2019Q3 202318
OMC OMNICOM GROUP INC18180.53%0.72%1.05%Q2 2019Q3 202318
COST COSTCO WHSL CORP NEW18180.23%0.70%0.99%Q2 2019Q3 202318
CMI CUMMINS INC18180.55%0.70%0.87%Q2 2019Q3 202318
JPM JPMORGAN CHASE & CO18180.16%0.66%0.98%Q2 2019Q3 202318
NVDA NVIDIA CORPORATION18180.14%0.66%1.59%Q2 2019Q3 202318
PNC PNC FINL SVCS GROUP INC18180.46%0.66%0.83%Q2 2019Q3 202318
VB Vanguard Small Cap ETF18180.41%0.65%1.67%Q2 2019Q3 202318
EMR Emerson Electric Co18180.49%0.62%0.83%Q2 2019Q3 202318
MCD MCDONALDS CORP18180.50%0.62%0.75%Q2 2019Q3 202318
VZ VERIZON COMMUNICATIONS...18180.22%0.60%1.04%Q2 2019Q3 202318
UNH UNITEDHEALTH GROUP INC18180.16%0.60%0.87%Q2 2019Q3 202318
T A T & T New18180.18%0.58%1.16%Q2 2019Q3 202318
TROW T Rowe Price Group Inc18180.39%0.57%0.73%Q2 2019Q3 202318
CB Chubb Ltd18180.36%0.53%0.79%Q2 2019Q3 202318
CI THE CIGNA GROUP18180.37%0.49%0.69%Q2 2019Q3 202318
LUV SOUTHWEST AIRLS CO18180.21%0.48%0.75%Q2 2019Q3 202318
VO Vanguard Mid Cap18180.38%0.42%0.45%Q2 2019Q3 202318
KMI KINDER MORGAN INC DEL18180.22%0.42%0.85%Q2 2019Q3 202318
DUK Duke Energy Corporation18180.10%0.42%0.55%Q2 2019Q3 202318
BSV Vanguard Short Term Bond18180.22%0.41%0.53%Q2 2019Q3 202318
MNST MONSTER BEVERAGE CORP NEW18180.17%0.38%0.51%Q2 2019Q3 202318
KO Coca Cola Company18180.32%0.36%0.42%Q2 2019Q3 202318
AGG Ishares Tr Barclays Fund18180.10%0.29%0.42%Q2 2019Q3 202318
DVA DAVITA INC18180.21%0.27%0.35%Q2 2019Q3 202318
BA BOEING CO18180.14%0.27%0.65%Q2 2019Q3 202318
WHR WHIRLPOOL CORP18180.16%0.24%0.43%Q2 2019Q3 202318
HD HOME DEPOT INC18180.15%0.23%0.31%Q2 2019Q3 202318
CL COLGATE PALMOLIVE CO18180.16%0.22%0.40%Q2 2019Q3 202318
UPS UNITED PARCEL SERVICE INC18180.17%0.22%0.30%Q2 2019Q3 202318
TTE Total S A18180.10%0.20%0.50%Q2 2019Q3 202318
VV Vanguard Large Cap18180.16%0.19%0.21%Q2 2019Q3 202318
ATO ATMOS ENERGY CORP17170.19%0.38%0.48%Q3 2019Q3 202317
STZ CONSTELLATION BRANDS INC1430.12%0.34%0.47%Q2 2019Q3 202317
COP CONOCOPHILLIPS1410.08%0.46%0.98%Q2 2019Q3 202316
REGN Regeneron Pharms Inc16160.09%0.37%0.52%Q4 2019Q3 202316
GIS GENERAL MLS INC16160.22%0.31%0.49%Q2 2019Q1 202316
VFC V F Corporation15150.20%0.90%1.62%Q2 2019Q4 202215
PSX Phillips 66 com1410.08%0.34%0.49%Q4 2019Q3 202315
RTX RTX CORPORATION14140.68%1.00%1.26%Q2 2020Q3 202314
ALB ALBEMARLE CORP14140.20%0.38%0.61%Q2 2020Q3 202314
CSCO Cisco Systems Inc14140.16%0.19%0.21%Q2 2020Q3 202314
ADBE ADOBE SYSTEMS INCORPOR...14140.13%0.19%0.24%Q2 2020Q3 202314
ZBH Zimmer Biomet Holdings, I13130.47%0.71%1.02%Q2 2019Q2 202213
CBRE CBRE GROUP INC13130.37%0.51%0.63%Q3 2020Q3 202313
MTCH Match Group Inc New Com13130.16%0.43%0.74%Q3 2020Q3 202313
NVS Novartis A G Spon Adr13130.35%0.42%0.57%Q2 2019Q2 202213
VMW VMWARE INC13130.29%0.37%0.46%Q3 2020Q3 202313
MRK MERCK & CO INC1210.08%0.23%0.37%Q4 2019Q3 202313
AMED Amedisys Inc13130.10%0.17%0.28%Q2 2019Q2 202213
SCHW Schwab (The Charles) Corp1210.09%0.14%0.19%Q4 2019Q3 202313
TSLA Tesla Motors Inc12120.12%0.18%0.28%Q4 2020Q3 202312
ABBV ABBVIE INC12120.09%0.14%0.18%Q4 2020Q3 202312
ETR ENTERGY CORP NEW11110.94%1.11%1.30%Q1 2021Q3 202311
CRM SALESFORCE INC11110.10%0.19%0.24%Q1 2021Q3 202311
CNP CENTERPOINT ENERGY INC11110.10%0.11%0.13%Q1 2021Q3 202311
IAU Ishares Tr Comex Gold10101.23%1.36%1.51%Q2 2021Q3 202310
CARR CARRIER GLOBAL CORPORA...10100.52%0.63%0.76%Q2 2021Q3 202310
IAC IAC/InterActive Corp10100.10%0.19%0.32%Q2 2021Q3 202310
AMT AMERICAN TOWER CORP NEW10100.11%0.15%0.20%Q2 2021Q3 202310
IVV IShares Trust S&P 500990.12%0.17%0.27%Q3 2021Q3 20239
SONY SONY GROUP CORPORATION990.12%0.16%0.20%Q3 2021Q3 20239
UL Unilever Plc Adr New990.09%0.14%0.17%Q3 2021Q3 20239
D Dominion Energy Inc880.42%1.25%1.61%Q2 2019Q1 20218
IAU Ishares Tr Comex Gold880.40%1.22%1.70%Q2 2019Q1 20218
BAC Bank Of America Corp880.43%0.77%1.26%Q2 2019Q1 20218
AVGO Broadcom Inc Com880.16%0.20%0.28%Q4 2021Q3 20238
LULU LULULEMON ATHLETICA INC420.10%0.11%0.12%Q3 2020Q3 20238
GOOGL Alphabet Inc Cl A (Goo...410.08%0.09%0.11%Q2 2019Q3 20238
SYY Sysco Corporation770.93%1.19%1.56%Q2 2019Q4 20207
DISCA Discovery Comm Inc660.13%0.20%0.29%Q2 2019Q3 20206
QCOM QUALCOMM INC330.10%0.12%0.14%Q1 2022Q3 20236
ATVI ACTIVISION BLIZZARD INC420.09%0.10%0.11%Q1 2022Q3 20236
IAC IAC/InterActiveCorp550.44%0.58%0.92%Q2 2019Q2 20205
MCHP Microchip Technology Inc550.18%0.35%0.48%Q2 2019Q2 20205
BX Blackstone Group Lp410.10%0.14%0.22%Q1 2020Q1 20225
AMD ADVANCED MICRO DEVICES...320.11%0.12%0.14%Q1 2022Q3 20235
EBAY Ebay Inc550.10%0.11%0.12%Q2 2021Q2 20225
UTX United Technologies Corp440.63%0.67%0.74%Q2 2019Q1 20204
AGN Allergan PLC F440.15%0.20%0.23%Q2 2019Q1 20204
POOL Pool Corp310.09%0.15%0.18%Q2 2019Q4 20214
OTIS Otis Worldwide Corp440.12%0.14%0.15%Q2 2020Q1 20214
LMT LOCKHEED MARTIN CORP440.11%0.13%0.18%Q4 2022Q3 20234
SHOP Shopify Inc440.09%0.12%0.14%Q1 2021Q4 20214
LECO LINCOLN ELEC HLDGS INC440.10%0.11%0.12%Q4 2022Q3 20234
IAC IAC/InterActiveCorp330.32%0.41%0.47%Q3 2020Q1 20213
SABR Sabre Corporation330.39%0.40%0.41%Q2 2019Q4 20193
JCI Johnson Controls Intl plc330.13%0.37%0.53%Q2 2019Q4 20193
SVC Service Proper Com210.06%0.35%0.64%Q3 2019Q3 20203
HON Honeywell International330.28%0.29%0.31%Q2 2019Q4 20193
EEM IShares Msci Emrg Mkt Fd330.22%0.23%0.24%Q2 2019Q4 20193
VOD Vodafone Group Plc ADR330.20%0.22%0.24%Q2 2019Q4 20193
EOG E O G Resources Inc330.13%0.15%0.16%Q2 2019Q4 20193
USB US Bancorp330.12%0.13%0.13%Q2 2019Q4 20193
CAT Caterpillar Inc.330.10%0.11%0.12%Q2 2019Q4 20193
HII HUNTINGTON INGALLS IND...210.10%0.11%0.12%Q4 2022Q3 20233
XYL Xylem Inc330.08%0.08%0.09%Q2 2019Q4 20193
RHHBY Roche Hldg Ltd Spon Adrf220.98%1.00%1.02%Q2 2019Q3 20192
CELG Celgene Corp220.45%0.46%0.47%Q2 2019Q3 20192
MLM Martin Marietta Materials220.41%0.43%0.44%Q2 2019Q3 20192
CBG CBRE Group220.33%0.35%0.37%Q2 2019Q3 20192
NOC NORTHROP GRUMMAN CORP220.30%0.31%0.31%Q2 2023Q3 20232
TXN TEXAS INSTRS INC220.19%0.20%0.21%Q2 2023Q3 20232
BX Blackstone Group Lp220.19%0.19%0.20%Q2 2019Q3 20192
VMEO Vimeo Holdings Inc220.10%0.13%0.16%Q2 2021Q3 20212
ADS Alliance Data Systems220.10%0.12%0.14%Q2 2019Q3 20192
HWC HANCOCK WHITNEY CORPOR...220.10%0.10%0.10%Q2 2023Q3 20232
LLY LILLY ELI & CO220.09%0.10%0.11%Q2 2023Q3 20232
VRTX VERTEX PHARMACEUTICALS...220.09%0.09%0.10%Q2 2023Q3 20232
NFLX Netflix Inc220.09%0.09%0.09%Q3 2021Q4 20212
BLL Ball Corporation220.09%0.09%0.09%Q2 2019Q3 20192
HPT Hospitality Pptys TRUST110.64%0.64%0.64%Q2 2019Q2 20191
SJM Smucker J. M. Co New110.34%0.34%0.34%Q2 2019Q2 20191
NEE NEXTERA ENERGY INC110.27%0.27%0.27%Q3 2023Q3 20231
GNRC GENERAC HLDGS INC110.11%0.11%0.11%Q3 2023Q3 20231
AXP American Express Company110.09%0.09%0.09%Q1 2022Q1 20221
TMUS T-Mobile US Inc110.09%0.09%0.09%Q2 2021Q2 20211
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The securities at the top of the list , including S P D R TRUST Unit SR, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of DELTA FINANCIAL ADVISORS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by DELTA FINANCIAL ADVISORS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that DELTA FINANCIAL ADVISORS LLC owns currently or has owned in the past.