0001606587-22-001547.txt : 20220801
0001606587-22-001547.hdr.sgml : 20220801
20220801130350
ACCESSION NUMBER: 0001606587-22-001547
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220801
DATE AS OF CHANGE: 20220801
EFFECTIVENESS DATE: 20220801
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: 221123690
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
06-30-2022
06-30-2022
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
07-29-2022
0
115
200426
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M Company
COM
88579Y101
1517
11724
SH
SOLE
NONE
11322
0
402
A F L A C Inc
COM
001055102
2030
36685
SH
SOLE
NONE
35471
0
1214
A T & T New
COM
00206R102
482
23020
SH
SOLE
NONE
21802
0
1218
Abbott Laboratories
COM
002824100
1794
16509
SH
SOLE
NONE
16135
0
374
AbbVie Inc
COM
00287Y109
292
1907
SH
SOLE
NONE
1869
0
38
Activision Blizzard Inc
COM
00507V109
208
2671
SH
SOLE
NONE
2571
0
100
Adobe Systems Inc
COM
00724F101
338
923
SH
SOLE
NONE
923
0
0
Advanced Micro Devices
COM
007903107
273
3565
SH
SOLE
NONE
3565
0
0
Air Prod & Chemicals Inc
COM
009158106
1767
7349
SH
SOLE
NONE
7025
0
324
Albemarle Corp
COM
012653101
897
4292
SH
SOLE
NONE
4292
0
0
Alphabet Inc Cl C (Google
CAP STK CL C
02079K107
4856
2220
SH
SOLE
NONE
2131
0
89
Amazon Com Inc
COM
023135106
3004
28280
SH
SOLE
NONE
27440
0
840
Amedisys Inc
COM
023436108
201
1915
SH
SOLE
NONE
1915
0
0
American Tower Corp
COM
03027X100
392
1535
SH
SOLE
NONE
1525
0
10
Amgen Incorporated
COM
031162100
2298
9443
SH
SOLE
NONE
9193
0
250
Apple Computer Inc
COM
037833100
10054
73536
SH
SOLE
NONE
70940
0
2596
Applied Materials Inc
COM
038222105
3491
38367
SH
SOLE
NONE
37375
0
992
Atmos Energy Corp
COM
049560105
877
7826
SH
SOLE
NONE
7691
0
135
Automatic Data Processing
COM
053015103
3255
15499
SH
SOLE
NONE
15233
0
266
Bank Of New York Mellon C
COM
064058100
2086
50006
SH
SOLE
NONE
49112
0
894
Becton Dickinson & Co
COM
075887109
1946
7892
SH
SOLE
NONE
7706
0
186
Berkshire Hathaway Cl B
CL B NEW
084670702
2968
10872
SH
SOLE
NONE
10642
0
230
Blackrock Inc
COM
09247X101
2424
3980
SH
SOLE
NONE
3900
0
80
Boeing Co
COM
097023105
461
3370
SH
SOLE
NONE
3370
0
0
Bristol-Myers Squibb Co
COM
110122108
1993
25877
SH
SOLE
NONE
25295
0
582
Broadcom Inc Com
COM
11135F101
330
679
SH
SOLE
NONE
679
0
0
C V S Health Corp
COM
126650100
2994
32309
SH
SOLE
NONE
31982
0
327
Carrier Global Corp
COM
14448C104
1043
29254
SH
SOLE
NONE
28776
0
478
CBRE Group
CL A
12504L109
1029
13977
SH
SOLE
NONE
13327
0
650
Centerpoint Energy Inc
COM
15189T107
255
8635
SH
SOLE
NONE
8635
0
0
Chevron Corp
COM
166764100
2287
15795
SH
SOLE
NONE
15398
0
397
Chubb Ltd
COM
H1467J104
1153
5865
SH
SOLE
NONE
5729
0
136
Cigna Corp
COM
125523100
957
3633
SH
SOLE
NONE
3579
0
54
Cisco Systems Inc
COM
17275R102
317
7429
SH
SOLE
NONE
7229
0
200
Coca Cola Company
COM
191216100
839
13335
SH
SOLE
NONE
13225
0
110
Cognizant Tech Sol Cl A
CL A
192446102
1699
25171
SH
SOLE
NONE
24861
0
310
Colgate-Palmolive Co
COM
194162103
394
4910
SH
SOLE
NONE
4840
0
70
ConocoPhillips
COM
20825C104
1203
13393
SH
SOLE
NONE
13043
0
350
Constellation Brands Cl A
CL A
21036P108
906
3886
SH
SOLE
NONE
3804
0
82
Costco Wholesale Corp
COM
22160K105
1875
3913
SH
SOLE
NONE
3771
0
142
Cummins Inc
COM
231021106
1197
6185
SH
SOLE
NONE
6035
0
150
Davita Inc
COM
23918K108
476
5955
SH
SOLE
NONE
5635
0
320
Disney Walt Co
COM
254687106
1708
18095
SH
SOLE
NONE
17603
0
492
Duke Energy Corporation
COM NEW
26441C204
972
9066
SH
SOLE
NONE
8811
0
255
Ebay Inc
COM
278642103
206
4936
SH
SOLE
NONE
4936
0
0
Emerson Electric Co
COM
291011104
1163
14627
SH
SOLE
NONE
14254
0
373
Entergy Corp New
COM
29364G103
2608
23150
SH
SOLE
NONE
22675
0
475
Expeditors Intl of WA Inc
COM
302130109
2364
24261
SH
SOLE
NONE
23607
0
654
Exxon Mobil Corporation
COM
30231G102
1633
19070
SH
SOLE
NONE
18288
0
782
Fedex Corporation
COM
31428X106
1535
6772
SH
SOLE
NONE
6648
0
124
General Mills Inc
COM
370334104
606
8033
SH
SOLE
NONE
8033
0
0
Genuine Parts Co
COM
372460105
1653
12431
SH
SOLE
NONE
12175
0
256
Goldman Sachs Group Inc
COM
38141G104
2150
7240
SH
SOLE
NONE
7075
0
165
Home Depot Inc
COM
437076102
345
1259
SH
SOLE
NONE
1259
0
0
IAC/InterActive Corp
COM NEW
44891N208
354
4662
SH
SOLE
NONE
4453
0
209
Intel Corp
COM
458140100
1977
52849
SH
SOLE
NONE
51466
0
1383
Ishares Tr Barclays Fund
CORE US AGGBD ET
464287226
626
6154
SH
SOLE
NONE
5721
0
433
Ishares Tr Comex Gold
ISHARES NEW
464285204
2947
85889
SH
SOLE
NONE
83232
0
2657
IShares Tr MSCI EAFE Fd
MSCI EAFE ETF
464287465
4744
75922
SH
SOLE
NONE
75922
0
0
Ishares Tr S&P Midcap 400
CORE S&P MCP ETF
464287507
2268
10024
SH
SOLE
NONE
9996
0
28
IShares Tr S&P Smallcap 600
CORE S&P SCP ETF
464287804
1697
18365
SH
SOLE
NONE
18332
0
33
IShares Trust S&P 500
CORE S&P500 ETF
464287200
292
769
SH
SOLE
NONE
439
0
330
J P Morgan Chase & Co
COM
46625H100
1420
12607
SH
SOLE
NONE
12287
0
320
Johnson & Johnson
COM
478160104
4529
25515
SH
SOLE
NONE
24960
0
555
Kinder Morgan Inc
COM
49456B101
501
29909
SH
SOLE
NONE
28399
0
1510
Lowes Companies Inc
COM
548661107
2332
13351
SH
SOLE
NONE
13201
0
150
Match Group Inc New Com
COM
57667L107
670
9607
SH
SOLE
NONE
9156
0
451
Mc Donalds Corp
COM
580135101
1326
5370
SH
SOLE
NONE
5240
0
130
Merck & Co Inc
COM
58933Y105
563
6172
SH
SOLE
NONE
6072
0
100
Meta Platforms Inc (Facebook Inc Class A)
CL A
30303M102
1174
7281
SH
SOLE
NONE
6921
0
360
Microsoft Corp
COM
594918104
7727
30088
SH
SOLE
NONE
29454
0
634
Monster Beverage Corp
COM
61174X109
914
9860
SH
SOLE
NONE
9860
0
0
Nike Inc Class B
CL B
654106103
3375
33026
SH
SOLE
NONE
32642
0
384
Novartis A G Spon Adr
SPONSORED ADR
66987V109
818
9681
SH
SOLE
NONE
9501
0
180
Nucor Corp
COM
670346105
3461
33152
SH
SOLE
NONE
32526
0
626
Nvidia Corp
COM
67066G104
1149
7580
SH
SOLE
NONE
7580
0
0
Omnicom Group Inc
COM
681919106
1235
19416
SH
SOLE
NONE
19211
0
205
Oracle Corporation
COM
68389X105
2428
34748
SH
SOLE
NONE
33820
0
928
Pepsico Incorporated
COM
713448108
2819
16917
SH
SOLE
NONE
16490
0
427
Pfizer Incorporated
COM
717081103
2399
45759
SH
SOLE
NONE
43427
0
2332
Phillips 66 com
COM
718546104
755
9206
SH
SOLE
NONE
9031
0
175
PNC Finl Services Gp Inc
COM
693475105
1385
8780
SH
SOLE
NONE
8665
0
115
Procter & Gamble Co
COM
742718109
3324
23114
SH
SOLE
NONE
22517
0
597
Qualcomm Inc
COM
747525103
287
2249
SH
SOLE
NONE
2249
0
0
Raytheon Tech Corp
COM
75513E101
2479
25792
SH
SOLE
NONE
24788
0
1004
Regeneron Pharms Inc
COM
75886F107
804
1360
SH
SOLE
NONE
1315
0
45
S P D R TRUST Unit SR
TR UNIT
78462F103
15758
41770
SH
SOLE
NONE
41632
0
138
Salesforce Com
COM
79466L302
458
2775
SH
SOLE
NONE
2670
0
105
Schwab (The Charles) Corp
COM
808513105
300
4746
SH
SOLE
NONE
4746
0
0
Sony Group Corp ADR
SPONSORED ADR
835699307
390
4775
SH
SOLE
NONE
4725
0
50
Southwest Airlines Co.
COM
844741108
488
13523
SH
SOLE
NONE
12737
0
786
Starbucks Corp
COM
855244109
1514
19815
SH
SOLE
NONE
18396
0
1419
T J X Cos Inc
COM
872540109
3522
63063
SH
SOLE
NONE
61816
0
1247
T Rowe Price Group Inc
COM
74144T108
998
8783
SH
SOLE
NONE
8578
0
205
Tesla Motors Inc
COM
88160R101
359
533
SH
SOLE
NONE
523
0
10
Toronto Dominion Bank
COM NEW
891160509
1961
29902
SH
SOLE
NONE
29322
0
580
TotalEnergies SE ADR
SPONSORED ADS
89151E109
262
4980
SH
SOLE
NONE
4740
0
240
Travelers Companies Inc
COM
89417E109
2080
12297
SH
SOLE
NONE
11868
0
429
Unilever Plc Adr New
SPON ADR NEW
904767704
293
6403
SH
SOLE
NONE
6403
0
0
United Parcel Service B
CL B
911312106
469
2571
SH
SOLE
NONE
2541
0
30
Unitedhealth Group Inc
COM
91324P102
1602
3119
SH
SOLE
NONE
3073
0
46
V F Corporation
COM
918204108
966
21869
SH
SOLE
NONE
21147
0
722
Vanguard Emerging Market
FTSE EMR MKT ETF
922042858
2020
48496
SH
SOLE
NONE
48105
0
391
Vanguard High Div Yield E
HIGH DIV YLD
921946406
3353
32967
SH
SOLE
NONE
32967
0
0
Vanguard Large Cap
LARGE CAP ETF
922908637
395
2292
SH
SOLE
NONE
2169
0
123
Vanguard Mid Cap
MID CAP ETF
922908629
842
4274
SH
SOLE
NONE
4116
0
158
Vanguard Msci Eafe ETF
VAN FTSE DEV MKT
921943858
1387
34001
SH
SOLE
NONE
33568
0
433
Vanguard Short Term Bond
SHORT TRM BOND
921937827
869
11318
SH
SOLE
NONE
10253
0
1065
Vanguard Small Cap ETF
SMALL CP ETF
922908751
873
4956
SH
SOLE
NONE
4825
0
131
Verizon Communications
COM
92343V104
1142
22500
SH
SOLE
NONE
21949
0
551
Visa Inc Class A
COM CL A
92826C839
5309
26962
SH
SOLE
NONE
26382
0
580
Vmware Inc
CL A COM
928563402
697
6113
SH
SOLE
NONE
5963
0
150
Wal-Mart Stores Inc
COM
931142103
2211
18186
SH
SOLE
NONE
17496
0
690
Whirlpool Corp
COM
963320106
392
2533
SH
SOLE
NONE
2350
0
183
Zimmer Biomet Holdings, I
COM
98956P102
936
8905
SH
SOLE
NONE
8590
0
315