List of top 200 securities held by Delta Wealth Advisors LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2026Q3
Report Date Time: 2026-10-09 09:02:57
Total Holdings: 45
Assets Under Management (AUM) :
$139,004,240 ($139M)
Reporting Manager: Dino Efthimiou
Address:
3755 E 82ND ST SUITE 100
INDIANAPOLIS, IN 46240
Since : total money flow = , gains and losses =
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