1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Delta Financial Advisors Llc Buys CVS Health Corp, Goldman Sachs Group Inc, VMware Inc, Sells Microchip Technology Inc, Constellation Brands Inc, Adobe Inc

Investment company Delta Financial Advisors Llc (Current Portfolio) buys CVS Health Corp, Goldman Sachs Group Inc, VMware Inc, CBRE Group Inc, Pfizer Inc, sells Microchip Technology Inc, Constellation Brands Inc, Adobe Inc, Whirlpool Corp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Delta Financial Advisors Llc. As of 2020Q3, Delta Financial Advisors Llc owns 105 stocks with a total value of $181 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. SSGA SPDR S&P 500 (SPY) - 44,811 shares, 8.30% of the total portfolio. Shares reduced by 1.42%
  2. Apple Inc (AAPL) - 74,896 shares, 4.80% of the total portfolio. Shares reduced by 14.79%
  3. Microsoft Corp (MSFT) - 31,516 shares, 3.67% of the total portfolio. Shares reduced by 1.8%
  4. Visa Inc (V) - 27,808 shares, 3.08% of the total portfolio. Shares reduced by 5.35%
  5. ISHARES TRUST (EFA) - 73,918 shares, 2.60% of the total portfolio. Shares reduced by 0.79%
New Purchase: VMware Inc (VMW)

Delta Financial Advisors Llc initiated holding in VMware Inc. The purchase prices were between $134.48 and $153.1, with an estimated average price of $142.09. The stock is now traded at around $149.56. The impact to a portfolio due to this purchase was 0.46%. The holding were 5,841 shares as of .

New Purchase: CBRE Group Inc (CBRE)

Delta Financial Advisors Llc initiated holding in CBRE Group Inc. The purchase prices were between $41.35 and $49.99, with an estimated average price of $45.67. The stock is now traded at around $47.90. The impact to a portfolio due to this purchase was 0.37%. The holding were 14,317 shares as of .

New Purchase: Lululemon Athletica Inc (LULU)

Delta Financial Advisors Llc initiated holding in Lululemon Athletica Inc. The purchase prices were between $294.76 and $398.29, with an estimated average price of $333.7. The stock is now traded at around $330.04. The impact to a portfolio due to this purchase was 0.12%. The holding were 630 shares as of .

New Purchase: Service Properties Trust (SVC)

Delta Financial Advisors Llc initiated holding in Service Properties Trust. The purchase prices were between $6.17 and $8.89, with an estimated average price of $7.62. The stock is now traded at around $8.00. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,972 shares as of .

Added: CVS Health Corp (CVS)

Delta Financial Advisors Llc added to a holding in CVS Health Corp by 75.89%. The purchase prices were between $56.71 and $65.71, with an estimated average price of $62.23. The stock is now traded at around $59.43. The impact to a portfolio due to this purchase was 0.64%. The holding were 59,252 shares as of .

Added: Goldman Sachs Group Inc (GS)

Delta Financial Advisors Llc added to a holding in Goldman Sachs Group Inc by 146.32%. The purchase prices were between $186.12 and $216.9, with an estimated average price of $203.48. The stock is now traded at around $208.03. The impact to a portfolio due to this purchase was 0.48%. The holding were 7,195 shares as of .

Added: Pfizer Inc (PFE)

Delta Financial Advisors Llc added to a holding in Pfizer Inc by 66.12%. The purchase prices were between $33.46 and $39.26, with an estimated average price of $36.91. The stock is now traded at around $37.49. The impact to a portfolio due to this purchase was 0.33%. The holding were 40,306 shares as of .

Added: JPMorgan Chase & Co (JPM)

Delta Financial Advisors Llc added to a holding in JPMorgan Chase & Co by 98.27%. The purchase prices were between $91.28 and $103.82, with an estimated average price of $98.2. The stock is now traded at around $100.37. The impact to a portfolio due to this purchase was 0.32%. The holding were 12,055 shares as of .

Added: Raytheon Technologies Corp (RTX)

Delta Financial Advisors Llc added to a holding in Raytheon Technologies Corp by 41.65%. The purchase prices were between $56.68 and $64.29, with an estimated average price of $60.9. The stock is now traded at around $61.24. The impact to a portfolio due to this purchase was 0.25%. The holding were 26,445 shares as of .

Added: Phillips 66 (PSX)

Delta Financial Advisors Llc added to a holding in Phillips 66 by 31.44%. The purchase prices were between $51.84 and $69.11, with an estimated average price of $61.11. The stock is now traded at around $49.59. The impact to a portfolio due to this purchase was 0.07%. The holding were 9,707 shares as of .

Sold Out: Microchip Technology Inc (MCHP)

Delta Financial Advisors Llc sold out a holding in Microchip Technology Inc. The sale prices were between $97.65 and $114.69, with an estimated average price of $104.16.



Here is the complete portfolio of DELTA FINANCIAL ADVISORS LLC. Also check out:

1. DELTA FINANCIAL ADVISORS LLC's Undervalued Stocks
2. DELTA FINANCIAL ADVISORS LLC's Top Growth Companies, and
3. DELTA FINANCIAL ADVISORS LLC's High Yield stocks
4. Stocks that DELTA FINANCIAL ADVISORS LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)