0001606587-20-000468.txt : 20200427
0001606587-20-000468.hdr.sgml : 20200427
20200427155431
ACCESSION NUMBER: 0001606587-20-000468
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200427
DATE AS OF CHANGE: 20200427
EFFECTIVENESS DATE: 20200427
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: DELTA FINANCIAL ADVISORS LLC
CENTRAL INDEX KEY: 0001790295
IRS NUMBER: 020630347
STATE OF INCORPORATION: LA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19599
FILM NUMBER: 20819833
BUSINESS ADDRESS:
STREET 1: 701 POYDRAS STREET
STREET 2: SUITE 350
CITY: NEW ORLEANS
STATE: LA
ZIP: 70139
BUSINESS PHONE: 5045229019
MAIL ADDRESS:
STREET 1: 701 POYDRAS STREET
STREET 2: SUITE 350
CITY: NEW ORLEANS
STATE: LA
ZIP: 70139
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001790295
XXXXXXXX
03-31-2020
03-31-2020
false
Delta Financial Advisors LLC
701 Poydras Street
Suite 350
New Orleans
LA
70139
13F HOLDINGS REPORT
028-19599
N
John T. Egnatchik
Operations Manager
504-522-9019
John T. Egnatchik
New Orleans
LA
04-27-2020
0
96
145345
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M Company
COM
88579Y101
1460
10695
SH
SOLE
NONE
10307
0
388
A F L A C Inc
COM
001055102
1455
42480
SH
SOLE
NONE
41150
0
1330
A T & T New
COM
00206R102
1684
57758
SH
SOLE
NONE
56245
0
1513
Abbott Laboratories
COM
002824100
1437
18217
SH
SOLE
NONE
17484
0
733
Air Prod & Chemicals Inc
COM
009158106
1518
7605
SH
SOLE
NONE
7257
0
348
Allergan PLC F
SHS
G0177J108
213
1205
SH
SOLE
NONE
1160
0
45
Alphabet Inc Cl C (Google
CAP STK CL C
02079K107
2599
2235
SH
SOLE
NONE
2128
0
107
Amazon Com Inc
COM
023135106
1823
935
SH
SOLE
NONE
920
0
15
Amedisys Inc
COM
023436108
351
1915
SH
SOLE
NONE
1915
0
0
Amgen Incorporated
COM
031162100
2055
10136
SH
SOLE
NONE
9886
0
250
Apple Computer Inc
COM
037833100
6007
23623
SH
SOLE
NONE
22758
0
865
Applied Materials Inc
COM
038222105
1994
43522
SH
SOLE
NONE
42401
0
1121
Atmos Energy Corp
COM
049560105
675
6803
SH
SOLE
NONE
6668
0
135
Automatic Data Processing
COM
053015103
2183
15973
SH
SOLE
NONE
15195
0
778
Bank Of America Corp
COM
060505104
1063
50094
SH
SOLE
NONE
49324
0
770
Bank Of New York Mellon C
COM
064058100
1852
54996
SH
SOLE
NONE
54149
0
847
Becton Dickinson & Co
COM
075887109
1944
8461
SH
SOLE
NONE
8080
0
381
Berkshire Hathaway Cl B
CL B NEW
084670702
1993
10899
SH
SOLE
NONE
10637
0
262
Blackrock Inc
COM
09247X101
2035
4626
SH
SOLE
NONE
4518
0
108
Blackstone Group Lp
COM CL A
09260D107
321
7044
SH
SOLE
NONE
7044
0
0
Boeing Co
COM
097023105
312
2090
SH
SOLE
NONE
2090
0
0
Bristol-Myers Squibb Co
COM
110122108
1620
29065
SH
SOLE
NONE
28313
0
752
C V S Health Corp
COM
126650100
2130
35907
SH
SOLE
NONE
35206
0
701
Chevron Corp
COM
166764100
1847
25488
SH
SOLE
NONE
24833
0
655
Chubb Ltd
COM
H1467J104
663
5935
SH
SOLE
NONE
5575
0
360
Cigna Corp
COM
125523100
1007
5681
SH
SOLE
NONE
5590
0
91
Coca Cola Company
COM
191216100
609
13759
SH
SOLE
NONE
13649
0
110
Cognizant Tech Sol Cl A
CL A
192446102
1394
29999
SH
SOLE
NONE
28649
0
1350
Colgate-Palmolive Co
COM
194162103
331
4982
SH
SOLE
NONE
4912
0
70
Costco Wholesale Corp
COM
22160K105
805
2823
SH
SOLE
NONE
2823
0
0
Cummins Inc
COM
231021106
1143
8447
SH
SOLE
NONE
8274
0
173
Davita Inc
COM
23918K108
445
5850
SH
SOLE
NONE
5530
0
320
Discovery Comm Inc
COM SER A
25470F104
295
15160
SH
SOLE
NONE
14460
0
700
Disney Walt Co
COM DISNEY
254687106
1786
18489
SH
SOLE
NONE
17997
0
492
Dominion Energy Inc
COM
25746U109
2346
32497
SH
SOLE
NONE
31577
0
920
Duke Energy Corporation
COM NEW
26441C204
805
9955
SH
SOLE
NONE
9630
0
325
Emerson Electric Co
COM
291011104
707
14836
SH
SOLE
NONE
14482
0
354
Expeditors Intl of WA Inc
COM
302130109
1712
25653
SH
SOLE
NONE
24641
0
1012
Exxon Mobil Corporation
COM
30231G102
827
21792
SH
SOLE
NONE
21041
0
751
Facebook Inc Class A
CL A
30303M102
1214
7278
SH
SOLE
NONE
6933
0
345
Fedex Corporation
COM
31428X106
904
7459
SH
SOLE
NONE
7337
0
122
General Mills Inc
COM
370334104
502
9513
SH
SOLE
NONE
8953
0
560
Genuine Parts Co
COM
372460105
1037
15395
SH
SOLE
NONE
14644
0
751
Goldman Sachs Group Inc
COM
38141G104
355
2297
SH
SOLE
NONE
2297
0
0
Home Depot Inc
COM
437076102
322
1723
SH
SOLE
NONE
1723
0
0
IAC/InterActiveCorp
COM
44919P508
888
4954
SH
SOLE
NONE
4720
0
234
Intel Corp
COM
458140100
2981
55082
SH
SOLE
NONE
54232
0
850
Ishares Tr Barclays Fund
CORE US AGGBD ET
464287226
603
5224
SH
SOLE
NONE
4859
0
365
Ishares Tr Comex Gold
ISHARES
464285105
2241
148680
SH
SOLE
NONE
143365
0
5315
IShares Tr MSCI EAFE Fd
MSCI EAFE ETF
464287465
3970
74268
SH
SOLE
NONE
74268
0
0
Ishares Tr S&P Midcap 400
CORE S&P MCP ETF
464287507
1557
10826
SH
SOLE
NONE
10799
0
27
IShares Tr S&P Smallcap 600
CORE S&P SCP ETF
464287804
1100
19607
SH
SOLE
NONE
19575
0
32
J P Morgan Chase & Co
COM
46625H100
503
5582
SH
SOLE
NONE
5582
0
0
Johnson & Johnson
COM
478160104
3440
26230
SH
SOLE
NONE
25203
0
1027
Kinder Morgan Inc
COM
49456B101
1189
85394
SH
SOLE
NONE
83784
0
1610
Lowes Companies Inc
COM
548661107
1256
14596
SH
SOLE
NONE
14361
0
235
Mc Donalds Corp
COM
580135101
936
5660
SH
SOLE
NONE
5415
0
245
Microchip Technology Inc
COM
595017104
269
3973
SH
SOLE
NONE
3158
0
815
Microsoft Corp
COM
594918104
5274
33441
SH
SOLE
NONE
32168
0
1273
Monster Beverage Corp
COM
61174X109
504
8961
SH
SOLE
NONE
8961
0
0
Nike Inc Class B
CL B
654106103
2856
34523
SH
SOLE
NONE
32945
0
1578
Novartis A G Spon Adr
SPONSORED ADR
66987V109
830
10061
SH
SOLE
NONE
9881
0
180
Nucor Corp
COM
670346105
1345
37347
SH
SOLE
NONE
36828
0
519
Nvidia Corp
COM
67066G104
576
2185
SH
SOLE
NONE
2185
0
0
Omnicom Group Inc
COM
681919106
1025
18674
SH
SOLE
NONE
18276
0
398
Oracle Corporation
COM
68389X105
1945
40238
SH
SOLE
NONE
38818
0
1420
Pepsico Incorporated
COM
713448108
2096
17451
SH
SOLE
NONE
16982
0
469
Pfizer Incorporated
COM
717081103
740
22681
SH
SOLE
NONE
19938
0
2743
PNC Finl Services Gp Inc
COM
693475105
911
9519
SH
SOLE
NONE
9404
0
115
Procter & Gamble Co
COM
742718109
2718
24712
SH
SOLE
NONE
24116
0
596
Regeneron Pharms Inc
COM
75886F107
485
993
SH
SOLE
NONE
948
0
45
S P D R TRUST Unit SR
TR UNIT
78462F103
11757
45614
SH
SOLE
NONE
45473
0
141
Southwest Airlines Co.
COM
844741108
1071
30082
SH
SOLE
NONE
28929
0
1153
Starbucks Corp
COM
855244109
1409
21435
SH
SOLE
NONE
20032
0
1403
Sysco Corporation
COM
871829107
1358
29751
SH
SOLE
NONE
27944
0
1807
T J X Cos Inc
COM
872540109
3291
68831
SH
SOLE
NONE
67387
0
1444
T Rowe Price Group Inc
COM
74144T108
919
9410
SH
SOLE
NONE
9240
0
170
Toronto Dominion Bank
COM NEW
891160509
1441
33987
SH
SOLE
NONE
32092
0
1895
Total S A
SPONSORED ADS
89151E109
386
10370
SH
SOLE
NONE
10005
0
365
Travelers Companies Inc
COM
89417E109
1283
12913
SH
SOLE
NONE
12487
0
426
United Parcel Service B
CL B
911312106
308
3293
SH
SOLE
NONE
3243
0
50
United Technologies Corp
COM
913017109
917
9716
SH
SOLE
NONE
9143
0
573
Unitedhealth Group Inc
COM
91324P102
900
3611
SH
SOLE
NONE
3565
0
46
V F Corporation
COM
918204108
1406
26004
SH
SOLE
NONE
24500
0
1504
Vanguard Emerging Market
FTSE EMR MKT ETF
922042858
1482
44177
SH
SOLE
NONE
43977
0
200
Vanguard High Div Yield E
HIGH DIV YLD
921946406
1844
26061
SH
SOLE
NONE
26061
0
0
Vanguard Large Cap
LARGE CAP ETF
922908637
295
2491
SH
SOLE
NONE
2373
0
118
Vanguard Mid Cap
MID CAP ETF
922908629
549
4166
SH
SOLE
NONE
4092
0
74
Vanguard Msci Eafe ETF
FTSE DEV MKT ETF
921943858
1594
47804
SH
SOLE
NONE
47750
0
54
Vanguard Short Term Bond
SHORT TRM BOND
921937827
736
8957
SH
SOLE
NONE
8617
0
340
Vanguard Small Cap ETF
SMALL CP ETF
922908751
610
5285
SH
SOLE
NONE
5210
0
75
Verizon Communications
COM
92343V104
1518
28252
SH
SOLE
NONE
27570
0
682
Visa Inc Class A
COM CL A
92826C839
4884
30313
SH
SOLE
NONE
28988
0
1325
Wal-Mart Stores Inc
COM
931142103
2014
17726
SH
SOLE
NONE
17067
0
659
Whirlpool Corp
COM
963320106
355
4143
SH
SOLE
NONE
3965
0
178
Zimmer Biomet Holdings, I
COM
98956P102
1000
9894
SH
SOLE
NONE
9514
0
380