Delos Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    dallas, TX
  • CIK
    0001878326
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

199

$125.54M
KRE, AAPL, TAXX, MSFT
13F-HR
Feb 12, 2025
000187832625000001

186

$114.76M
KRE, FXU, MSFT, XLV
13F-HR
Nov 15, 2024
000187832624000006

343

$103.50M
KRE, FXU, SHY, XLV
13F-HR
Aug 13, 2024
000160650724000004

349

$89.00M
KRE, SHY, TDTT, FXU
13F-HR
May 9, 2024
000187832624000004

342

$68.97M
KRE, JPST, XLV, TDTT
13F-HR
Feb 7, 2024
000187832624000001

380

$82.59M
KRE, JPST, XLE, XLV
13F-HR
Nov 15, 2023
000187832623000008

377

$78.39M
KRE, JPST, TDTT, XLV
RESTATEMENT
Sep 5, 2023
000187832623000007

392

$79.03M
KRE, JPST, XLV, SPLV
13F-HR
May 15, 2023
000187832623000003

399

$64.83M
JPST, XLV, STEEL DYNAMICS INC, POWA
13F-HR
Feb 14, 2023
000187832623000001

387

$83.55M
MINT, JPST, SPLV, XLV
13F-HR
Nov 15, 2022
000187832622000005

255

$89.47M
MINT, RPV, SPLV, XLV
13F-HR
Aug 15, 2022
000187832622000004

269

$101.47M
RPV, IVOL, MINT, XLV
13F-HR
May 16, 2022
000187832622000003

450

$105.05M
IVOL, TIP, AGG, RPV
13F-HR
Feb 14, 2022
000187832622000001

243

$90.96M
IVOL, TIP, AGG, XLB
13F-HR
Nov 12, 2021
000187832621000003

196

$80.03M
IVOL, TIP, AGG, SHY
13F-HR
Aug 13, 2021
000187832621000002
Delos Wealth Advisors, Llc 13F Filings