Portfolio (Quarterly)
Guide ↗
DELTA FINANCIAL ADVISORS LLC
· CIK 0001790295| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IHI | ISHARES TR | — | 14,424 | $896K | 0.23% | SOLD |
| 2 | MET | METLIFE INC | Financial Services | 7,028 | $555K | 0.14% | SOLD |
| 3 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 10,628 | $532K | 0.14% | SOLD |
| 4 | PGR | PROGRESSIVE CORP | Financial Services | 1,272 | $290K | 0.07% | SOLD |
| 5 | VOO | VANGUARD INDEX FDS | — | 365 | $229K | 0.06% | SOLD |
| 6 | VUG | VANGUARD INDEX FDS | — | 458 | $223K | 0.06% | SOLD |
| 7 | BLW | BLACKROCK LTD DURATION INCOM | Financial Services | 12,700 | $174K | 0.04% | SOLD |
Sector Allocation
Technology
27.8%
Financial Services
24.7%
Industrials
10.2%
Healthcare
8.7%
Consumer Cyclical
8.4%
Consumer Defensive
7.1%
Energy
4.5%
Communication Services
3.4%
Basic Materials
2.8%
Utilities
1.9%