Delos Wealth Advisors, LLC
Q1 2025 13F Holdings
- Locationdallas, TX
- Num holdings
52
- Value ($000)
$126,297
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001878326
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 3-12 M | 78468R523 | $11.64M | 9 % | 117,019 | ||
TAXX BONDBLOXX ETF TRUST | IR M TAXAWARE | 09789C721 | $7.03M | 6 % | 139,094 | ||
FXU FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 33734X184 | $6.02M | 5 % | 146,843 | ||
AAPL APPLE INC | COM | 037833100 | $6.00M | 5 % | 26,990 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $5.62M | 5 % | 19,507 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.24M | 4 % | 13,959 | ||
TDTT FLEXSHARES TR | IBOXX 3R TARGT | 33939L506 | $4.69M | 4 % | 192,248 | ||
AEM AGNICO EAGLE MINES LTD | COM | 008474108 | $4.63M | 4 % | 42,731 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $4.58M | 4 % | 31,355 | ||
WMT WALMART INC | COM | 931142103 | $4.54M | 4 % | 51,755 |
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