0001606587-22-000983.txt : 20220506
0001606587-22-000983.hdr.sgml : 20220506
20220506135200
ACCESSION NUMBER: 0001606587-22-000983
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220506
DATE AS OF CHANGE: 20220506
EFFECTIVENESS DATE: 20220506
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: 22900293
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
03-31-2022
03-31-2022
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
05-05-2022
0
119
234276
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M Company
COM
88579Y101
1666
11190
SH
SOLE
NONE
10791
0
399
A F L A C Inc
COM
001055102
2362
36679
SH
SOLE
NONE
35470
0
1209
A T & T New
COM
00206R102
549
23218
SH
SOLE
NONE
22006
0
1212
Abbott Laboratories
COM
002824100
1963
16584
SH
SOLE
NONE
16212
0
372
AbbVie Inc
COM
00287Y109
309
1907
SH
SOLE
NONE
1869
0
38
Activision Blizzard Inc
COM
00507V109
213
2664
SH
SOLE
NONE
2664
0
0
Adobe Systems Inc
COM
00724F101
414
908
SH
SOLE
NONE
908
0
0
Advanced Micro Devices
COM
007903107
271
2475
SH
SOLE
NONE
2475
0
0
Air Prod & Chemicals Inc
COM
009158106
1827
7312
SH
SOLE
NONE
6989
0
323
Albemarle Corp
COM
012653101
949
4290
SH
SOLE
NONE
4290
0
0
Alphabet Inc Cl A (Google Cl A)
CAP STK CL A
02079K305
217
78
SH
SOLE
NONE
78
0
0
Alphabet Inc Cl C (Google
CAP STK CL C
02079K107
6122
2192
SH
SOLE
NONE
2103
0
89
Amazon Com Inc
COM
023135106
3544
1087
SH
SOLE
NONE
1064
0
23
Amedisys Inc
COM
023436108
330
1915
SH
SOLE
NONE
1915
0
0
American Express Company
COM
025816109
210
1121
SH
SOLE
NONE
1121
0
0
American Tower Corp
COM
03027X100
376
1495
SH
SOLE
NONE
1485
0
10
Amgen Incorporated
COM
031162100
2292
9478
SH
SOLE
NONE
9228
0
250
Apple Computer Inc
COM
037833100
12829
73473
SH
SOLE
NONE
70879
0
2594
Applied Materials Inc
COM
038222105
5328
40428
SH
SOLE
NONE
39389
0
1039
Atmos Energy Corp
COM
049560105
971
8122
SH
SOLE
NONE
7987
0
135
Automatic Data Processing
COM
053015103
3543
15572
SH
SOLE
NONE
15291
0
281
Bank Of New York Mellon C
COM
064058100
2467
49718
SH
SOLE
NONE
48830
0
888
Becton Dickinson & Co
COM
075887109
2103
7906
SH
SOLE
NONE
7721
0
185
Berkshire Hathaway Cl B
CL B NEW
084670702
3858
10932
SH
SOLE
NONE
10702
0
230
Blackrock Inc
COM
09247X101
3066
4012
SH
SOLE
NONE
3932
0
80
Blackstone Group Inc
COM
09260D107
222
1748
SH
SOLE
NONE
1748
0
0
Boeing Co
COM
097023105
621
3245
SH
SOLE
NONE
3245
0
0
Bristol-Myers Squibb Co
COM
110122108
1917
26252
SH
SOLE
NONE
25671
0
581
Broadcom Inc Com
COM
11135F101
395
628
SH
SOLE
NONE
628
0
0
C V S Health Corp
COM
126650100
3293
32537
SH
SOLE
NONE
32211
0
326
Carrier Global Corp
COM
14448C104
1342
29250
SH
SOLE
NONE
28773
0
477
CBRE Group
CL A
12504L109
1281
13997
SH
SOLE
NONE
13347
0
650
Centerpoint Energy Inc
COM
15189T107
280
9135
SH
SOLE
NONE
9135
0
0
Chevron Corp
COM
166764100
2614
16052
SH
SOLE
NONE
15657
0
395
Chubb Ltd
COM
H1467J104
1263
5905
SH
SOLE
NONE
5769
0
136
Cigna Corp
COM
125523100
870
3632
SH
SOLE
NONE
3578
0
54
Cisco Systems Inc
COM
17275R102
413
7414
SH
SOLE
NONE
7214
0
200
Coca Cola Company
COM
191216100
835
13472
SH
SOLE
NONE
13362
0
110
Cognizant Tech Sol Cl A
CL A
192446102
2270
25318
SH
SOLE
NONE
25008
0
310
Colgate-Palmolive Co
COM
194162103
372
4909
SH
SOLE
NONE
4839
0
70
ConocoPhillips
COM
20825C104
1349
13493
SH
SOLE
NONE
13143
0
350
Constellation Brands Cl A
CL A
21036P108
895
3885
SH
SOLE
NONE
3803
0
82
Costco Wholesale Corp
COM
22160K105
2256
3917
SH
SOLE
NONE
3775
0
142
Cummins Inc
COM
231021106
1278
6230
SH
SOLE
NONE
6080
0
150
Davita Inc
COM
23918K108
674
5955
SH
SOLE
NONE
5635
0
320
Disney Walt Co
COM
254687106
2514
18326
SH
SOLE
NONE
17834
0
492
Duke Energy Corporation
COM NEW
26441C204
1012
9064
SH
SOLE
NONE
8809
0
255
Ebay Inc
COM
278642103
282
4930
SH
SOLE
NONE
4930
0
0
Emerson Electric Co
COM
291011104
1431
14597
SH
SOLE
NONE
14226
0
371
Entergy Corp New
COM
29364G103
2716
23267
SH
SOLE
NONE
22792
0
475
Expeditors Intl of WA Inc
COM
302130109
2519
24419
SH
SOLE
NONE
23765
0
654
Exxon Mobil Corporation
COM
30231G102
1578
19109
SH
SOLE
NONE
18329
0
780
Fedex Corporation
COM
31428X106
1566
6767
SH
SOLE
NONE
6643
0
124
General Mills Inc
COM
370334104
543
8023
SH
SOLE
NONE
8023
0
0
Genuine Parts Co
COM
372460105
1568
12439
SH
SOLE
NONE
12183
0
256
Goldman Sachs Group Inc
COM
38141G104
2385
7226
SH
SOLE
NONE
7061
0
165
Home Depot Inc
COM
437076102
377
1259
SH
SOLE
NONE
1259
0
0
IAC/InterActive Corp
COM NEW
44891N208
468
4662
SH
SOLE
NONE
4453
0
209
Intel Corp
COM
458140100
2600
52458
SH
SOLE
NONE
51080
0
1378
Ishares Tr Barclays Fund
CORE US AGGBD ET
464287226
668
6241
SH
SOLE
NONE
5809
0
432
Ishares Tr Comex Gold
ISHARES NEW
464285204
3165
85939
SH
SOLE
NONE
83282
0
2657
IShares Tr MSCI EAFE Fd
MSCI EAFE ETF
464287465
5588
75918
SH
SOLE
NONE
75918
0
0
Ishares Tr S&P Midcap 400
CORE S&P MCP ETF
464287507
2690
10024
SH
SOLE
NONE
9996
0
28
IShares Tr S&P Smallcap 600
CORE S&P SCP ETF
464287804
1981
18364
SH
SOLE
NONE
18331
0
33
IShares Trust S&P 500
CORE S&P500 ETF
464287200
341
752
SH
SOLE
NONE
423
0
329
J P Morgan Chase & Co
COM
46625H100
1711
12553
SH
SOLE
NONE
12233
0
320
Johnson & Johnson
COM
478160104
4515
25476
SH
SOLE
NONE
24923
0
553
Kinder Morgan Inc
COM
49456B101
563
29781
SH
SOLE
NONE
28271
0
1510
Lowes Companies Inc
COM
548661107
2702
13363
SH
SOLE
NONE
13213
0
150
Lululemon Athletica Inc
COM
550021109
230
630
SH
SOLE
NONE
490
0
140
Match Group Inc New Com
COM
57667L107
1045
9607
SH
SOLE
NONE
9156
0
451
Mc Donalds Corp
COM
580135101
1345
5440
SH
SOLE
NONE
5310
0
130
Merck & Co Inc
COM
58933Y105
506
6172
SH
SOLE
NONE
6072
0
100
Meta Platforms Inc (Facebook Inc Class A)
CL A
30303M102
1539
6921
SH
SOLE
NONE
6611
0
310
Microsoft Corp
COM
594918104
9267
30057
SH
SOLE
NONE
29425
0
632
Monster Beverage Corp
COM
61174X109
786
9840
SH
SOLE
NONE
9840
0
0
Nike Inc Class B
CL B
654106103
4349
32317
SH
SOLE
NONE
31934
0
383
Novartis A G Spon Adr
SPONSORED ADR
66987V109
872
9936
SH
SOLE
NONE
9756
0
180
Nucor Corp
COM
670346105
4984
33530
SH
SOLE
NONE
32904
0
626
Nvidia Corp
COM
67066G104
2064
7565
SH
SOLE
NONE
7565
0
0
Omnicom Group Inc
COM
681919106
1644
19364
SH
SOLE
NONE
19159
0
205
Oracle Corporation
COM
68389X105
2882
34838
SH
SOLE
NONE
33914
0
924
Pepsico Incorporated
COM
713448108
2827
16892
SH
SOLE
NONE
16467
0
425
Pfizer Incorporated
COM
717081103
2345
45296
SH
SOLE
NONE
42965
0
2331
Phillips 66 com
COM
718546104
795
9204
SH
SOLE
NONE
9029
0
175
PNC Finl Services Gp Inc
COM
693475105
1619
8776
SH
SOLE
NONE
8661
0
115
Procter & Gamble Co
COM
742718109
3516
23010
SH
SOLE
NONE
22414
0
596
Qualcomm Inc
COM
747525103
248
1624
SH
SOLE
NONE
1624
0
0
Raytheon Tech Corp
COM
75513E101
2561
25850
SH
SOLE
NONE
24848
0
1002
Regeneron Pharms Inc
COM
75886F107
950
1360
SH
SOLE
NONE
1315
0
45
S P D R TRUST Unit SR
TR UNIT
78462F103
18932
41918
SH
SOLE
NONE
41780
0
138
Salesforce Com
COM
79466L302
493
2320
SH
SOLE
NONE
2215
0
105
Schwab (The Charles) Corp
COM
808513105
400
4745
SH
SOLE
NONE
4745
0
0
Sony Group Corp ADR
SPONSORED ADR
835699307
408
3975
SH
SOLE
NONE
3925
0
50
Southwest Airlines Co.
COM
844741108
619
13523
SH
SOLE
NONE
12737
0
786
Starbucks Corp
COM
855244109
1803
19819
SH
SOLE
NONE
18402
0
1417
T J X Cos Inc
COM
872540109
3835
63297
SH
SOLE
NONE
62051
0
1246
T Rowe Price Group Inc
COM
74144T108
1328
8783
SH
SOLE
NONE
8578
0
205
Tesla Motors Inc
COM
88160R101
494
458
SH
SOLE
NONE
458
0
0
Toronto Dominion Bank
COM NEW
891160509
2380
29972
SH
SOLE
NONE
29342
0
630
TotalEnergies SE ADR
SPONSORED ADS
89151E109
254
5035
SH
SOLE
NONE
4795
0
240
Travelers Companies Inc
COM
89417E109
2246
12289
SH
SOLE
NONE
11860
0
429
Unilever Plc Adr New
SPON ADR NEW
904767704
267
5848
SH
SOLE
NONE
5848
0
0
United Parcel Service B
CL B
911312106
550
2565
SH
SOLE
NONE
2535
0
30
Unitedhealth Group Inc
COM
91324P102
1585
3108
SH
SOLE
NONE
3062
0
46
V F Corporation
COM
918204108
1260
22165
SH
SOLE
NONE
21446
0
719
Vanguard Emerging Market
FTSE EMR MKT ETF
922042858
2293
49717
SH
SOLE
NONE
49328
0
389
Vanguard High Div Yield E
HIGH DIV YLD
921946406
3701
32967
SH
SOLE
NONE
32967
0
0
Vanguard Large Cap
LARGE CAP ETF
922908637
477
2288
SH
SOLE
NONE
2166
0
122
Vanguard Mid Cap
MID CAP ETF
922908629
1016
4270
SH
SOLE
NONE
4113
0
157
Vanguard Msci Eafe ETF
FTSE DEV MKT ETF
921943858
1728
35971
SH
SOLE
NONE
35539
0
432
Vanguard Short Term Bond
SHORT TRM BOND
921937827
889
11407
SH
SOLE
NONE
10342
0
1065
Vanguard Small Cap ETF
SMALL CP ETF
922908751
1052
4950
SH
SOLE
NONE
4819
0
131
Verizon Communications
COM
92343V104
1184
23244
SH
SOLE
NONE
22693
0
551
Visa Inc Class A
COM CL A
92826C839
5987
26995
SH
SOLE
NONE
26415
0
580
Vmware Inc
CL A COM
928563402
729
6403
SH
SOLE
NONE
6253
0
150
Wal-Mart Stores Inc
COM
931142103
2707
18178
SH
SOLE
NONE
17491
0
687
Whirlpool Corp
COM
963320106
436
2521
SH
SOLE
NONE
2339
0
182
Zimmer Biomet Holdings, I
COM
98956P102
1147
8970
SH
SOLE
NONE
8655
0
315