Delta Financial Advisors Llc Buys Carrier Global Corp, Duke Energy Corp, Vimeo Inc, Sells CVS Health Corp, iShares Gold Trust, Bank of America Corp

• New Purchases: CARR, VMEO, EBAY, AMT, BX, GOOGL, LULU, TMUS,
• Added Positions: DUK, VWO, PFE, EFA, AMGN, STZ, CRM, SHOP, NKE, VEA, JPM, REGN, APD, AGG, TSLA, VMW, UNH, TRV, LUV, ADBE, OMC, XOM, ETR, WHR, GIS, ALB, BA, VO, ATO,
• Reduced Positions: CVS, IAU, SPY, VYM, IJH, IJR, AMAT, CVX, CSCO, CL, HD, MRK, UPS, ABBV,
• Sold Out: BAC, D, OTIS,

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

1. S&P 500 ETF TRUST ETF (SPY) - 42,021 shares, 7.91% of the total portfolio. Shares reduced by 6.14%
2. Apple Inc (AAPL) - 74,482 shares, 4.48% of the total portfolio. Shares added by 0.11%
3. Microsoft Corp (MSFT) - 31,034 shares, 3.70% of the total portfolio. Shares added by 0.20%
4. Visa Inc (V) - 27,421 shares, 2.82% of the total portfolio. Shares added by 0.08%
5. iShares MSCI EAFE ETF (EFA) - 75,915 shares, 2.63% of the total portfolio. Shares added by 2.70%

Delta Financial Advisors Llc initiated holding in Carrier Global Corp. The purchase prices were between $42.02 and $48.71, with an estimated average price of $44.63. The stock is now traded at around $57.040000. The impact to a portfolio due to this purchase was 0.62%. The holding were 29,098 shares as of 2021-06-30.

Delta Financial Advisors Llc initiated holding in Vimeo Inc. The purchase prices were between $40 and $58, with an estimated average price of $45.85. The stock is now traded at around $45.680000. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,551 shares as of 2021-06-30.

Delta Financial Advisors Llc initiated holding in eBay Inc. The purchase prices were between $55.79 and $70.49, with an estimated average price of $62.67. The stock is now traded at around $68.000000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,794 shares as of 2021-06-30.

Delta Financial Advisors Llc initiated holding in Blackstone Group Inc. The purchase prices were between $74.53 and $99.62, with an estimated average price of $88.44. The stock is now traded at around $116.750000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,498 shares as of 2021-06-30.

Delta Financial Advisors Llc initiated holding in American Tower Corp. The purchase prices were between $239.06 and $272.79, with an estimated average price of $254.4. The stock is now traded at around $284.870000. The impact to a portfolio due to this purchase was 0.11%. The holding were 940 shares as of 2021-06-30.

Delta Financial Advisors Llc initiated holding in Alphabet Inc. The purchase prices were between $2062.52 and $2450.72, with an estimated average price of $2328.99. The stock is now traded at around $2702.510000. The impact to a portfolio due to this purchase was 0.1%. The holding were 93 shares as of 2021-06-30.

Delta Financial Advisors Llc added to a holding in Duke Energy Corp by 161.07%. The purchase prices were between $96.28 and $103.74, with an estimated average price of $100.33. The stock is now traded at around $106.730000. The impact to a portfolio due to this purchase was 0.25%. The holding were 9,268 shares as of 2021-06-30.

Delta Financial Advisors Llc added to a holding in Salesforce.com Inc by 39.36%. The purchase prices were between $210.54 and $246.26, with an estimated average price of $230.13. The stock is now traded at around $244.170000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,473 shares as of 2021-06-30.

Delta Financial Advisors Llc added to a holding in Shopify Inc by 22.10%. The purchase prices were between $1047.77 and $1508.44, with an estimated average price of $1229.27. The stock is now traded at around $1555.520000. The impact to a portfolio due to this purchase was 0.03%. The holding were 221 shares as of 2021-06-30.

Delta Financial Advisors Llc sold out a holding in Bank of America Corp. The sale prices were between $38.08 and $43.27, with an estimated average price of $40.96.

Delta Financial Advisors Llc sold out a holding in Dominion Energy Inc. The sale prices were between $73.51 and $80.37, with an estimated average price of $77.13.

Delta Financial Advisors Llc sold out a holding in Otis Worldwide Corp. The sale prices were between $68.45 and $82.08, with an estimated average price of $76.74.

Delta Financial Advisors Llc reduced to a holding in CVS Health Corp by 46.48%. The sale prices were between $73.79 and $89.81, with an estimated average price of $81.74. The stock is now traded at around $81.550000. The impact to a portfolio due to this sale was -0.79%. Delta Financial Advisors Llc still held 32,495 shares as of 2021-06-30.

Delta Financial Advisors Llc reduced to a holding in iShares Gold Trust by 49.23%. The sale prices were between $32.52 and $68.08, with an estimated average price of $35.07. The stock is now traded at around $34.510000. The impact to a portfolio due to this sale was -0.65%. Delta Financial Advisors Llc still held 88,513 shares as of 2021-06-30.