0001606587-22-002029.txt : 20221027
0001606587-22-002029.hdr.sgml : 20221027
20221027171314
ACCESSION NUMBER: 0001606587-22-002029
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221027
DATE AS OF CHANGE: 20221027
EFFECTIVENESS DATE: 20221027
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: 221338147
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
09-30-2022
09-30-2022
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
10-27-2022
0
110
188266
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M Company
COM
88579Y101
1330
12034
SH
SOLE
NONE
11629
0
405
A F L A C Inc
COM
001055102
2104
37442
SH
SOLE
NONE
36223
0
1219
A T & T New
COM
00206R102
380
24798
SH
SOLE
NONE
23574
0
1224
Abbott Laboratories
COM
002824100
1600
16535
SH
SOLE
NONE
16160
0
375
AbbVie Inc
COM
00287Y109
305
2269
SH
SOLE
NONE
2231
0
38
Adobe Systems Inc
COM
00724F101
258
937
SH
SOLE
NONE
937
0
0
Advanced Micro Devices
COM
007903107
226
3565
SH
SOLE
NONE
3565
0
0
Air Prod & Chemicals Inc
COM
009158106
1712
7356
SH
SOLE
NONE
7031
0
325
Albemarle Corp
COM
012653101
1148
4341
SH
SOLE
NONE
4341
0
0
Alphabet Inc Cl C (Google
CAP STK CL C
02079K107
4278
44490
SH
SOLE
NONE
42710
0
1780
Amazon Com Inc
COM
023135106
3193
28260
SH
SOLE
NONE
27420
0
840
American Tower Corp
COM
03027X100
334
1555
SH
SOLE
NONE
1545
0
10
Amgen Incorporated
COM
031162100
2173
9641
SH
SOLE
NONE
9391
0
250
Apple Computer Inc
COM
037833100
10166
73557
SH
SOLE
NONE
70990
0
2567
Applied Materials Inc
COM
038222105
3145
38392
SH
SOLE
NONE
37398
0
994
Atmos Energy Corp
COM
049560105
807
7923
SH
SOLE
NONE
7788
0
135
Automatic Data Processing
COM
053015103
3544
15668
SH
SOLE
NONE
15402
0
266
Bank Of New York Mellon C
COM
064058100
1918
49781
SH
SOLE
NONE
48880
0
901
Becton Dickinson & Co
COM
075887109
1760
7898
SH
SOLE
NONE
7712
0
186
Berkshire Hathaway Cl B
CL B NEW
084670702
2951
11052
SH
SOLE
NONE
10822
0
230
Blackrock Inc
COM
09247X101
2195
3989
SH
SOLE
NONE
3909
0
80
Boeing Co
COM
097023105
412
3404
SH
SOLE
NONE
3404
0
0
Bristol-Myers Squibb Co
COM
110122108
1854
26080
SH
SOLE
NONE
25496
0
584
Broadcom Inc Com
COM
11135F101
307
692
SH
SOLE
NONE
692
0
0
C V S Health Corp
COM
126650100
3094
32443
SH
SOLE
NONE
32114
0
329
Carrier Global Corp
COM
14448C104
1043
29342
SH
SOLE
NONE
28863
0
479
CBRE Group
CL A
12504L109
944
13977
SH
SOLE
NONE
13327
0
650
Centerpoint Energy Inc
COM
15189T107
243
8635
SH
SOLE
NONE
8635
0
0
Chevron Corp
COM
166764100
2275
15833
SH
SOLE
NONE
15433
0
400
Chubb Ltd
COM
H1467J104
1087
5974
SH
SOLE
NONE
5838
0
136
Cigna Corp
COM
125523100
1008
3634
SH
SOLE
NONE
3580
0
54
Cisco Systems Inc
COM
17275R102
343
8570
SH
SOLE
NONE
8370
0
200
Coca Cola Company
COM
191216100
734
13109
SH
SOLE
NONE
12999
0
110
Cognizant Tech Sol Cl A
CL A
192446102
1439
25055
SH
SOLE
NONE
24745
0
310
Colgate-Palmolive Co
COM
194162103
345
4911
SH
SOLE
NONE
4841
0
70
ConocoPhillips
COM
20825C104
1371
13393
SH
SOLE
NONE
13043
0
350
Constellation Brands Cl A
CL A
21036P108
893
3888
SH
SOLE
NONE
3806
0
82
Costco Wholesale Corp
COM
22160K105
1861
3941
SH
SOLE
NONE
3799
0
142
Cummins Inc
COM
231021106
1260
6190
SH
SOLE
NONE
6040
0
150
Davita Inc
COM
23918K108
493
5955
SH
SOLE
NONE
5635
0
320
Disney Walt Co
COM
254687106
1724
18275
SH
SOLE
NONE
17783
0
492
Duke Energy Corporation
COM NEW
26441C204
854
9176
SH
SOLE
NONE
8921
0
255
Emerson Electric Co
COM
291011104
1075
14679
SH
SOLE
NONE
14303
0
376
Entergy Corp New
COM
29364G103
2314
22992
SH
SOLE
NONE
22517
0
475
Expeditors Intl of WA Inc
COM
302130109
2128
24101
SH
SOLE
NONE
23447
0
654
Exxon Mobil Corporation
COM
30231G102
1889
21634
SH
SOLE
NONE
20850
0
784
Fedex Corporation
COM
31428X106
1004
6766
SH
SOLE
NONE
6642
0
124
General Mills Inc
COM
370334104
599
7820
SH
SOLE
NONE
7820
0
0
Genuine Parts Co
COM
372460105
1857
12438
SH
SOLE
NONE
12181
0
257
Goldman Sachs Group Inc
COM
38141G104
2123
7245
SH
SOLE
NONE
7080
0
165
Home Depot Inc
COM
437076102
382
1384
SH
SOLE
NONE
1384
0
0
IAC/InterActive Corp
COM NEW
44891N208
258
4662
SH
SOLE
NONE
4453
0
209
Intel Corp
COM
458140100
1397
54215
SH
SOLE
NONE
52825
0
1390
Ishares Tr Barclays Fund
CORE US AGGBD ET
464287226
572
5937
SH
SOLE
NONE
5673
0
264
Ishares Tr Comex Gold
ISHARES NEW
464285204
2642
83782
SH
SOLE
NONE
81300
0
2482
IShares Tr MSCI EAFE Fd
MSCI EAFE ETF
464287465
4252
75922
SH
SOLE
NONE
75922
0
0
Ishares Tr S&P Midcap 400
CORE S&P MCP ETF
464287507
2198
10024
SH
SOLE
NONE
9996
0
28
IShares Tr S&P Smallcap 600
CORE S&P SCP ETF
464287804
1601
18365
SH
SOLE
NONE
18332
0
33
IShares Trust S&P 500
CORE S&P500 ETF
464287200
276
769
SH
SOLE
NONE
439
0
330
J P Morgan Chase & Co
COM
46625H100
1376
13165
SH
SOLE
NONE
12845
0
320
Johnson & Johnson
COM
478160104
4174
25548
SH
SOLE
NONE
24991
0
557
Kinder Morgan Inc
COM
49456B101
505
30326
SH
SOLE
NONE
28816
0
1510
Lowes Companies Inc
COM
548661107
2492
13266
SH
SOLE
NONE
13116
0
150
Match Group Inc New Com
COM
57667L107
459
9607
SH
SOLE
NONE
9156
0
451
Mc Donalds Corp
COM
580135101
1270
5502
SH
SOLE
NONE
5372
0
130
Merck & Co Inc
COM
58933Y105
596
6922
SH
SOLE
NONE
6822
0
100
Meta Platforms Inc (Facebook Inc Class A)
CL A
30303M102
923
6806
SH
SOLE
NONE
6476
0
330
Microsoft Corp
COM
594918104
7142
30665
SH
SOLE
NONE
30030
0
635
Monster Beverage Corp
COM
61174X109
862
9916
SH
SOLE
NONE
9916
0
0
Nike Inc Class B
CL B
654106103
2758
33179
SH
SOLE
NONE
32794
0
385
Nucor Corp
COM
670346105
3569
33361
SH
SOLE
NONE
32734
0
627
Nvidia Corp
COM
67066G104
954
7859
SH
SOLE
NONE
7859
0
0
Omnicom Group Inc
COM
681919106
1221
19346
SH
SOLE
NONE
19141
0
205
Oracle Corporation
COM
68389X105
2120
34714
SH
SOLE
NONE
33782
0
932
Pepsico Incorporated
COM
713448108
2790
17091
SH
SOLE
NONE
16663
0
428
Pfizer Incorporated
COM
717081103
2041
46642
SH
SOLE
NONE
44308
0
2334
Phillips 66 com
COM
718546104
743
9207
SH
SOLE
NONE
9032
0
175
PNC Finl Services Gp Inc
COM
693475105
1313
8785
SH
SOLE
NONE
8670
0
115
Procter & Gamble Co
COM
742718109
3984
31559
SH
SOLE
NONE
30960
0
599
Qualcomm Inc
COM
747525103
254
2249
SH
SOLE
NONE
2249
0
0
Raytheon Tech Corp
COM
75513E101
2109
25763
SH
SOLE
NONE
24758
0
1005
Regeneron Pharms Inc
COM
75886F107
933
1355
SH
SOLE
NONE
1310
0
45
S P D R TRUST Unit SR
TR UNIT
78462F103
14918
41766
SH
SOLE
NONE
41627
0
139
Salesforce Com
COM
79466L302
414
2875
SH
SOLE
NONE
2770
0
105
Schwab (The Charles) Corp
COM
808513105
336
4681
SH
SOLE
NONE
4681
0
0
Sony Group Corp ADR
SPONSORED ADR
835699307
306
4775
SH
SOLE
NONE
4725
0
50
Southwest Airlines Co.
COM
844741108
417
13523
SH
SOLE
NONE
12737
0
786
Starbucks Corp
COM
855244109
1678
19917
SH
SOLE
NONE
18496
0
1421
T J X Cos Inc
COM
872540109
3924
63163
SH
SOLE
NONE
61916
0
1247
T Rowe Price Group Inc
COM
74144T108
920
8758
SH
SOLE
NONE
8553
0
205
Tesla Motors Inc
COM
88160R101
428
1614
SH
SOLE
NONE
1569
0
45
Toronto Dominion Bank
COM NEW
891160509
1800
29352
SH
SOLE
NONE
28772
0
580
TotalEnergies SE ADR
SPONSORED ADS
89151E109
230
4945
SH
SOLE
NONE
4705
0
240
Travelers Companies Inc
COM
89417E109
1885
12303
SH
SOLE
NONE
11874
0
429
Unilever Plc Adr New
SPON ADR NEW
904767704
281
6407
SH
SOLE
NONE
6407
0
0
United Parcel Service B
CL B
911312106
416
2576
SH
SOLE
NONE
2546
0
30
Unitedhealth Group Inc
COM
91324P102
1575
3120
SH
SOLE
NONE
3074
0
46
V F Corporation
COM
918204108
628
20984
SH
SOLE
NONE
20259
0
725
Vanguard Emerging Market
FTSE EMR MKT ETF
922042858
1731
47439
SH
SOLE
NONE
47045
0
394
Vanguard High Div Yield E
HIGH DIV YLD
921946406
3128
32967
SH
SOLE
NONE
32967
0
0
Vanguard Large Cap
LARGE CAP ETF
922908637
375
2295
SH
SOLE
NONE
2172
0
123
Vanguard Mid Cap
MID CAP ETF
922908629
805
4280
SH
SOLE
NONE
4122
0
158
Vanguard Msci Eafe ETF
VAN FTSE DEV MKT
921943858
1084
29825
SH
SOLE
NONE
29392
0
433
Vanguard Short Term Bond
SHORT TRM BOND
921937827
817
10925
SH
SOLE
NONE
9860
0
1065
Vanguard Small Cap ETF
SMALL CP ETF
922908751
848
4964
SH
SOLE
NONE
4832
0
132
Verizon Communications
COM
92343V104
885
23295
SH
SOLE
NONE
22744
0
551
Visa Inc Class A
COM CL A
92826C839
4789
26960
SH
SOLE
NONE
26379
0
581
Vmware Inc
CL A COM
928563402
649
6093
SH
SOLE
NONE
5943
0
150
Wal-Mart Stores Inc
COM
931142103
2385
18386
SH
SOLE
NONE
17694
0
692
Whirlpool Corp
COM
963320106
348
2580
SH
SOLE
NONE
2396
0
184