DELTA FINANCIAL ADVISORS LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$275M
Signature - Title
John T. Egnatchik - Operations Manager
Location
New Orleans, LA
Summary
This page shows a list of all the recent 13F filings made by DELTA FINANCIAL ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DELTA FINANCIAL ADVISORS LLC reported 113 stock holdings with total value $275M as of Q3 2024. Top holdings included SPY, AAPL, MSFT, NVDA, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 113 $275M +$9.86M -$6.97M +$2.9M SPY, AAPL, MSFT, NVDA, GOOG 13F-HR 11/4/2024, 04:36 PM
Q2 2024 114 $258M +$10.9M -$1.44M +$9.42M SPY, AAPL, MSFT, NVDA, GOOG 13F-HR 8/6/2024, 04:58 PM
Q1 2024 115 $253M +$9.97M -$3.15M +$6.82M SPY, MSFT, AAPL, V, NVDA 13F-HR 5/7/2024, 04:52 PM
Q4 2023 116 $231M +$3.59M -$14.6M -$11M SPY, AAPL, MSFT, V, GOOG 13F-HR 1/31/2024, 10:44 AM
Q3 2023 121 $222M +$3.6M -$567K +$3.03M SPY, AAPL, MSFT, V, GOOG 13F-HR 11/3/2023, 10:52 AM
Q2 2023 118 $226M +$8.17M -$2.27M +$5.91M SPY, AAPL, MSFT, V, AMAT 13F-HR 8/3/2023, 04:05 PM
Q1 2023 111 $207M +$969K -$7.36M -$6.39M SPY, AAPL, MSFT, V, NUE 13F-HR 5/4/2023, 07:42 AM
Q4 2022 112 $206M +$1.36M -$4.02M -$2.66M SPY, AAPL, MSFT, V, TJX 13F-HR 2/1/2023, 03:09 PM
Q3 2022 110 $188M +$6.74M -$2.92M +$3.82M SPY, AAPL, MSFT, V, GOOG 13F-HR 10/27/2022, 05:13 PM
Q2 2022 115 $200M +$3.74M -$1.79M +$1.94M SPY, AAPL, MSFT, V, GOOG 13F-HR 8/1/2022, 01:03 PM
Q1 2022 119 $234M +$2.05M -$2.29M -$236K SPY, AAPL, MSFT, GOOG, V 13F-HR 5/6/2022, 01:52 PM
Q4 2021 118 $245M +$2.19M -$2.8M -$606K SPY, AAPL, MSFT, AMAT, GOOG 13F-HR 2/4/2022, 11:18 AM
Q3 2021 117 $225M +$2.69M -$822K +$1.87M SPY, AAPL, MSFT, V, EFA 13F-HR 10/26/2021, 10:52 AM
Q2 2021 114 $227M +$8.76M -$7.56M +$1.2M SPY, AAPL, MSFT, V, EFA 13F-HR 8/4/2021, 05:05 PM
Q1 2021 110 $212M +$6M -$2.84M +$3.16M SPY, AAPL, MSFT, V, EFA 13F-HR 4/29/2021, 09:15 AM
Q4 2020 108 $199M +$1.99M -$6.17M -$4.19M SPY, AAPL, MSFT, V, EFA 13F-HR 1/28/2021, 12:36 PM
Q3 2020 106 $180M +$13.3M -$7.99M +$5.27M SPY, AAPL, MSFT, V, EFA 13F-HR 10/20/2020, 04:51 PM
Q2 2020 101 $170M +$5.65M -$6M -$348K SPY, AAPL, MSFT, V, EFA 13F-HR 8/4/2020, 02:47 PM
Q1 2020 96 $145M +$1.88M -$58.6M -$56.7M SPY, AAPL, MSFT, V, EFA 13F-HR 4/27/2020, 03:54 PM
Q4 2019 112 $255M +$3.39M -$13.9M -$10.5M SPY, VEA, AAPL, V, MSFT 13F-HR 2/6/2020, 04:46 PM
Q3 2019 114 $247M +$6.26M -$5.26M +$997K SPY, VEA, V, AAPL, MSFT 13F-HR 10/30/2019, 04:58 PM
Q2 2019 115 $242M $0 $0 SPY, VEA, V, AAPL, MSFT 13F-HR 10/11/2019, 05:11 PM