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  Name: DELTA FINANCIAL ADVISORS LLC
  City: NEW ORLEANS
  State: LA
  Zip: 70139
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $252,731,000
  Total Value Change : $22,099,000
  Securities Held Change : -1
   
All Securities Held : 115
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 62
  Unchanged Positions : 19
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CAT)1 Year Chart         CAT Caterpillar Inc 108 New $331.36 $239,000 653 0.09% 239,000 653 0    Farm & Construction M...
   (NFLX)1 Year Chart         NFLX Netflix Inc 113 New $633.79 $228,000 376 0.09% 228,000 376 0    Music & Video Stores

      2 Records Found
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