DELTA FINANCIAL ADVISORS LLC

PrivateCIK: 1790295
Location

METAIRIE, LA

149
Positions
$383.81M
Total AUM (reported)
2.36M
Total Shares

Allocation by class

TOTAL AUM$383.81M149 positions
COM$262.88M68.5%
TR UNIT$20.05M5.2%
CAP STK CL C$13.01M3.4%
COM CL A$7.72M2.0%
CL A$7.43M1.9%
ISHARES NEW$7.16M1.9%
CL B NEW$6.73M1.8%

Portfolio Concentration

Top 314.5%4–1018.0%11–2522.8%Rest44.6%TOP 1032.5%0%100%
Top 3$55.56M14.5%
4–10$69.27M18.0%
11–25$87.65M22.8%
Rest$171.33M44.6%

Top 3 weight

14.5%

Top 10 weight

32.5%

Voting Authority Distribution

Total shares with voting rights: 2.36M

Sole

Full voting authority

2.32M

shares

% of voting shares98.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

32.20K

shares

% of voting shares1.4%

Investment Discretion (by position count)

Sole149
Shared0
Other0
Dominant voting typeSole · 98.6% of voting shares
Institutional Holdings149
Rows:

APPLE INC

SOLE
COM
Shares80.98K
TypeSH
Market value$20.55M
5.35%
Sole
78.88K
Shared
0.00
None
2.11K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares30.83K
TypeSH
Market value$20.05M
5.22%
Sole
30.69K
Shared
0.00
None
137.00

NVIDIA CORPORATION

SOLE
COM
Shares85.81K
TypeSH
Market value$14.96M
3.90%
Sole
85.77K
Shared
0.00
None
41.00

MICROSOFT CORP

SOLE
COM
Shares36.19K
TypeSH
Market value$13.40M
3.49%
Sole
35.69K
Shared
0.00
None
499.00

ALPHABET INC

SOLE
CAP STK CL C
Shares45.36K
TypeSH
Market value$13.01M
3.39%
Sole
44.57K
Shared
0.00
None
788.00

APPLIED MATLS INC

SOLE
COM
Shares31.22K
TypeSH
Market value$10.67M
2.78%
Sole
30.70K
Shared
0.00
None
517.00

TJX COS INC NEW

SOLE
COM
Shares60.34K
TypeSH
Market value$9.64M
2.51%
Sole
59.96K
Shared
0.00
None
384.00

VISA INC

SOLE
COM CL A
Shares25.53K
TypeSH
Market value$7.72M
2.01%
Sole
25.21K
Shared
0.00
None
315.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares9.08K
TypeSH
Market value$7.68M
2.00%
Sole
8.93K
Shared
0.00
None
155.00

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares81.17K
TypeSH
Market value$7.16M
1.86%
Sole
80.23K
Shared
0.00
None
942.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares7.13K
TypeSH
Market value$7.10M
1.85%
Sole
6.97K
Shared
0.00
None
162.00

AMAZON COM INC

SOLE
COM
Shares33.02K
TypeSH
Market value$6.88M
1.79%
Sole
32.82K
Shared
0.00
None
195.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares14.04K
TypeSH
Market value$6.73M
1.75%
Sole
13.93K
Shared
0.00
None
110.00

ISHARES TR

SOLE
MSCI EAFE ETF
Shares67.35K
TypeSH
Market value$6.54M
1.70%
Sole
67.35K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares51.53K
TypeSH
Market value$6.40M
1.67%
Sole
49.91K
Shared
0.00
None
1.63K

JOHNSON & JOHNSON

SOLE
COM
Shares25.83K
TypeSH
Market value$6.31M
1.65%
Sole
25.52K
Shared
0.00
None
317.00

JPMORGAN CHASE & CO

SOLE
COM
Shares21.09K
TypeSH
Market value$6.20M
1.62%
Sole
20.78K
Shared
0.00
None
310.00

RTX CORPORATION

SOLE
COM
Shares31.41K
TypeSH
Market value$6.06M
1.58%
Sole
30.31K
Shared
0.00
None
1.11K

CHEVRON CORPORATION

SOLE
COM
Shares26.89K
TypeSH
Market value$5.56M
1.45%
Sole
26.40K
Shared
0.00
None
497.00

BANK NEW YORK MELLON CORP

SOLE
COM
Shares45.02K
TypeSH
Market value$5.34M
1.39%
Sole
44.81K
Shared
0.00
None
212.00

PROCTER & GAMBLE CO

SOLE
COM
Shares36.48K
TypeSH
Market value$5.27M
1.37%
Sole
35.87K
Shared
0.00
None
617.00

NUCOR CORP

SOLE
COM
Shares30.01K
TypeSH
Market value$5.07M
1.32%
Sole
29.77K
Shared
0.00
None
233.00

BROADCOM INC

SOLE
COM
Shares15.71K
TypeSH
Market value$4.86M
1.27%
Sole
15.71K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares43.14K
TypeSH
Market value$4.85M
1.26%
Sole
42.80K
Shared
0.00
None
346.00

EXXON MOBIL CORP

SOLE
COM
Shares26.25K
TypeSH
Market value$4.45M
1.16%
Sole
25.98K
Shared
0.00
None
275.00
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