Top 50 Delta Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.35% | 81.0K | $20.6M | -0.65%(-526) | $90.68(+229.59%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.22% | 30.8K | $20.0M | +0.45%(+138) | $302.45(+145.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.9% | 85.8K | $15.0M | -0.12%(-106) | $13.08(+1626.42%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.49% | 36.2K | $13.4M | -0.40%(-145) | $208.53(+94.32%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.39% | 45.4K | $13.0M | -2.20%(-1.02K) | $64.85(+515.31%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.78% | 31.2K | $10.7M | -4.60%(-1.51K) | $52.57(+730.49%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 2.51% | 60.3K | $9.6M | -1.01%(-614) | $23.51(+525.31%) | 2026-03-31 | |
| V | VISA INC | 2.01% | 25.5K | $7.7M | -0.25%(-63) | $57.87(+453.55%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 2% | 9.1K | $7.7M | +0.10%(+9) | $407.92(+134.22%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 1.86% | 81.2K | $7.2M | +0.06%(+47) | $31.63(+178.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.99% | +64.26% |
| Top 20 Holdings Unweighted | +18.86% | +67.93% |
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