Delos Wealth Advisors, LLC
Q4 2024 13F Holdings
- Locationdallas, TX
- Num holdings
199
- Value ($000)
$125,537
- Date Filed02/12/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 3-12 M | 78468R523 | $12.02M | 10 % | 121,237 | ||
AAPL APPLE INC | COM | 037833100 | $6.77M | 5 % | 27,052 | ||
TAXX BONDBLOXX ETF TRUST | IR M TAXAWARE | 09789C721 | $6.05M | 5 % | 120,181 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.77M | 5 % | 13,687 | ||
FXU FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 33734X184 | $5.53M | 4 % | 146,203 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $4.71M | 4 % | 19,436 | ||
WMT WALMART INC | COM | 931142103 | $4.65M | 4 % | 51,505 | ||
TDTT FLEXSHARES TR | IBOXX 3R TARGT | 33939L506 | $4.59M | 4 % | 194,658 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $4.30M | 3 % | 31,242 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $4.26M | 3 % | 23,897 |
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