Delta Financial Advisors Llc Buys Entergy Corp, Constellation Brands Inc, CenterPoint Energy Inc, Sells Sysco Corp, Dominion Energy Inc, Duke Energy Corp

Investment company Delta Financial Advisors Llc (Current Portfolio) buys Entergy Corp, Constellation Brands Inc, CenterPoint Energy Inc, Salesforce.com Inc, Shopify Inc, sells Sysco Corp, Dominion Energy Inc, Duke Energy Corp, Lululemon Athletica Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Delta Financial Advisors Llc. As of 2021Q1, Delta Financial Advisors Llc owns 109 stocks with a total value of $214 million. These are the details of the buys and sells.

For the details of DELTA FINANCIAL ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/delta+financial+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of DELTA FINANCIAL ADVISORS LLC
  1. S&P 500 ETF TRUST ETF (SPY) - 44,768 shares, 8.29% of the total portfolio. Shares reduced by 0.08%
  2. Apple Inc (AAPL) - 74,401 shares, 4.25% of the total portfolio. Shares added by 0.67%
  3. Microsoft Corp (MSFT) - 30,971 shares, 3.41% of the total portfolio. Shares added by 0.87%
  4. Visa Inc (V) - 27,398 shares, 2.71% of the total portfolio. Shares added by 0.98%
  5. iShares MSCI EAFE ETF (EFA) - 73,919 shares, 2.62% of the total portfolio.
New Purchase: Entergy Corp (ETR)

Delta Financial Advisors Llc initiated holding in Entergy Corp. The purchase prices were between $86.81 and $99.47, with an estimated average price of $94.48. The stock is now traded at around $107.560000. The impact to a portfolio due to this purchase was 1.07%. The holding were 23,089 shares as of 2021-03-31.

New Purchase: CenterPoint Energy Inc (CNP)

Delta Financial Advisors Llc initiated holding in CenterPoint Energy Inc. The purchase prices were between $19.44 and $22.8, with an estimated average price of $21.32. The stock is now traded at around $24.610000. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,135 shares as of 2021-03-31.

New Purchase: Salesforce.com Inc (CRM)

Delta Financial Advisors Llc initiated holding in Salesforce.com Inc. The purchase prices were between $205.33 and $248.59, with an estimated average price of $222.91. The stock is now traded at around $235.290000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,057 shares as of 2021-03-31.

New Purchase: Shopify Inc (SHOP)

Delta Financial Advisors Llc initiated holding in Shopify Inc. The purchase prices were between $1039.91 and $1474, with an estimated average price of $1212.21. The stock is now traded at around $1267.830000. The impact to a portfolio due to this purchase was 0.09%. The holding were 181 shares as of 2021-03-31.

Added: Constellation Brands Inc (STZ)

Delta Financial Advisors Llc added to a holding in Constellation Brands Inc by 45.86%. The purchase prices were between $210.93 and $241.27, with an estimated average price of $225.61. The stock is now traded at around $239.220000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,222 shares as of 2021-03-31.

Sold Out: Sysco Corp (SYY)

Delta Financial Advisors Llc sold out a holding in Sysco Corp. The sale prices were between $71.51 and $83.4, with an estimated average price of $77.51.

Sold Out: Lululemon Athletica Inc (LULU)

Delta Financial Advisors Llc sold out a holding in Lululemon Athletica Inc. The sale prices were between $285.14 and $367.29, with an estimated average price of $328.51.



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