Fund HoldingsDELTA ASSET MANAGEMENT LLC/TN

Total Portfolio Value
$1.12B
Total Bought
$3.36M
Total Sold
$99.94M
Net Transaction
-$96.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
GOLDMAN SACHS GROUP INC(GS)85,38383,709-1,67442,27447,9334.29%+5,659
WELLS FARGO CO NEW(WFC)0434,098+434,098030,4912.73%+30,491
DISNEY WALT CO(DIS)0284,934+284,934031,7272.84%+31,727
HONEYWELL INTL INC(HON)0208,101+208,101047,0084.21%+47,008
WALMART INC(WMT)540,522520,694-19,82843,64747,0454.21%+3,398
EMERSON ELEC CO(EMR)0115,506+115,506014,3151.28%+14,315
CORECIVIC INC(CXW)0142,529+142,52903,0990.28%+3,099
BANK NEW YORK MELLON CORP307,922301,607-6,31522,12723,1722.07%+1,045
APPLE INC(AAPL)52,63252,052-58012,26313,0351.17%+771
ENBRIDGE INC(ENB)480,279471,636-8,64319,50420,0121.79%+507
FIRST HORIZON CORPORATION(FHN)0109,376+109,37602,2030.20%+2,203
DOW INC(DOW)028,524+28,52401,1450.10%+1,145
AMAZON COM INC(AMZN)013,641+13,64102,9930.27%+2,993
NVIDIA CORPORATION(NVDA)032,122+32,12204,3140.39%+4,314
JPMORGAN CHASE & CO.(JPM)15,22714,976-2513,2113,5900.32%+379
BRISTOL-MYERS SQUIBB CO(BMY)79,57677,306-2,2704,1174,3720.39%+255
VISA INC(V)5,2035,20301,4311,6440.15%+214
MORGAN STANLEY(MS)11,82711,102-7251,2331,3960.12%+163
PFIZER INC(PFE)84,63397,994+13,3612,4492,6000.23%+151
ALPHABET INC(GOOG)06,385+6,38501,2160.11%+1,216
ALPHABET INC(GOOG)06,210+6,21001,1760.11%+1,176
BLACKROCK INC(BLK)0107+10701100.01%+110
UBIQUITI INC(UI)909910+12023020.03%+101
PALANTIR TECHNOLOGIES INC(PLTR)2,6902,650-401002000.02%+100
RBB FD INC
F/M US TREASURY
01,970+1,9700980.01%+98
SIX FLAGS ENTERTAINMENT CORP(FUN)12,11012,11004885840.05%+95
AT&T INC(T)131,228130,882-3462,8872,9800.27%+93
CISCO SYS INC(CSCO)15,55615,55608289210.08%+93
APOLLO GLOBAL MGMT INC(APO)02,300+2,30003800.03%+380
UNITED AIRLS HLDGS INC(UAL)02,000+2,00001940.02%+194
SPOTIFY TECHNOLOGY S A(SPOT)95295203514260.04%+75
GE VERNOVA INC(GEV)1,4601,346-1143724430.04%+70
BANK AMERICA CORP016,472+16,47207240.06%+724
COSTCO WHSL CORP NEW(COST)2,1822,18201,9341,9990.18%+65
TRUIST FINL CORP(TFC)320,436317,411-3,02513,70513,7691.23%+64
CITIGROUP INC(C)07,548+7,54805310.05%+531
UNUM GROUP(UNM)4,3254,32502573160.03%+59
NETFLIX INC(NFLX)0320+32002850.03%+285
LAM RESEARCH CORP(LRCX)0770+7700560.00%+56
TESLA INC(TSLA)0385+38501550.01%+155
TOAST INC(TOST)07,701+7,70102810.03%+281
CROWDSTRIKE HLDGS INC(CRWD)0852+85202920.03%+292
SPDR SER TR
ST SHOR CORP ETF
0183,081+183,08105,4670.49%+5,467
ROBLOX CORP(RBLX)03,525+3,52502040.02%+204
INTAPP INC(INTA)02,599+2,59901670.01%+167
META PLATFORMS INC(META)3,4553,449-61,9782,0200.18%+42
NUVEEN QUALITY MUNCP INCOME(NAD)011,000+11,00001280.01%+128
ENTERPRISE PRODS PARTNERS L(EPD)016,607+16,60705210.05%+521
AMERICAN EXPRESS CO(AXP)1,4861,481-54034400.04%+37
BRINKER INTL INC(EAT)0600+6000790.01%+79
SCHWAB STRATEGIC TR014,602+14,60204070.04%+407
VALMONT INDS INC(VMI)01,522+1,52204670.04%+467
US BANCORP DEL(USB)07,355+7,35503520.03%+352
CORE SCIENTIFIC INC NEW(CORZ)10,61510,61501251490.01%+24
FRESHWORKS INC(FRSH)05,085+5,0850820.01%+82
ANAVEX LIFE SCIENCES CORP02,000+2,0000210.00%+21
ISHARES TR0200+2000210.00%+21
PNC FINL SVCS GROUP INC(PNC)2,5952,59504805000.04%+21
AUTOZONE INC(AZO)38738701,2191,2390.11%+20
RAYMOND JAMES FINL INC(RJF)0600+6000930.01%+93
INVESCO QQQ TR0528+52802700.02%+270
ISHARES TR01,170+1,17001250.01%+125
SERVICENOW INC(NOW)0114+11401210.01%+121
BLACKSTONE INC(BX)1,0801,065-151651840.02%+18
SALESFORCE INC(CRM)0292+2920980.01%+98
VANGUARD INDEX FDS2,5272,52707167320.07%+17
KKR & CO INC(KKR)0986+98601460.01%+146
DT MIDSTREAM INC(DTM)0781+7810780.01%+78
RENASANT CORP04,672+4,67201670.01%+167
SOUNDHOUND AI INC(SOUN)0930+9300180.00%+18
SCHWAB CHARLES CORP(SCHW)01,590+1,59001180.01%+118
FB FINL CORP(FBK)03,000+3,00001550.01%+155
CORE SCIENTIFIC INC NEW(CORZ)06,071+6,0710850.01%+85
BROADCOM INC(AVGO)0220+2200510.00%+51
CORE SCIENTIFIC INC NEW(CORZ)08,539+8,5390700.01%+70
ISHARES TR01,029+1,02906060.05%+606
ALTRIA GROUP INC(MO)012,155+12,15506360.06%+636
MCKESSON CORP(MCK)0158+1580900.01%+90
SANMINA CORPORATION(SANM)01,645+1,64501240.01%+124
BOOKING HOLDINGS INC(BKNG)015+150750.01%+75
CAPITAL ONE FINL CORP(COF)0370+3700660.01%+66
MARVELL TECHNOLOGY INC(MRVL)0275+2750300.00%+30
SUNRISE COMMUNICATIONS AG0236+2360100.00%+10
HANOVER INS GROUP INC(THG)1,5001,50002222320.02%+10
IDACORP INC(IDA)01,538+1,53801680.02%+168
FACTSET RESH SYS INC(FDS)0450+45002160.02%+216
KINDER MORGAN INC DEL(KMI)01,692+1,6920460.00%+46
GRAYSCALE BITCOIN TRUST ETF(GBTC)0380+3800280.00%+28
TRAVELERS COMPANIES INC(TRV)1,2961,29603033120.03%+9
MICROSTRATEGY INC(MSTR)030+30090.00%+9
ISHARES TR03,360+3,36002540.02%+254
LULULEMON ATHLETICA INC(LULU)075+750290.00%+29
HOME BANCSHARES INC(HOMB)06,759+6,75901910.02%+191
OLO INC03,000+3,0000230.00%+23
VANGUARD INDEX FDS0437+43702350.02%+235
ISHARES TR0950+95003060.03%+306
EQUINIX INC(EQIX)0132+13201240.01%+124
BOEING CO(BA)0292+2920520.00%+52
ARK ETF TR
BLOC FIN INN ETF
01,000+1,0000370.00%+37
AIRBNB INC01,551+1,55102040.02%+204
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