Delos Wealth Advisors, LLC Reduced Holdings in Q3 2024

Delos Wealth Advisors, LLC

  • $111 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-49.5K
- 97.35%
$81.31 - $83.29 $4.03M - $4.12M
1.35K $112K
NVDA
Nvidia Corp

Technology
-1.08K
- 83.72%
$98.91 - $134.91 $107K - $146K
210 $25K
JPM
Jpmorgan Chase & CO

Financial Services
-135
- 81.82%
$194.9 - $224.8 $26.3K - $30.3K
30 $6K
ISRG
Intuitive Surgical Inc

Healthcare
-60
- 89.55%
$416.14 - $494.01 $25K - $29.6K
7 $3K
VLO
Valero Energy Corp

Energy
-21
- 2.06%
$132.81 - $163.48 $2.79K - $3.43K
1K $135K
BAC
Bank Of America Corp

Financial Services
-629
- 96.62%
$36.65 - $44.13 $23.1K - $27.8K
22 $0
V
Visa Inc.

Financial Services
-97
- 36.33%
$253.74 - $291.56 $24.6K - $28.3K
170 $46K
IYT
Ishares Tr U.S. Transportation

ETFs
-332
- 79.81%
$61.35 - $68.92 $20.4K - $22.9K
84 $5K
CAT
Caterpillar Inc

Industrials
-99
- 27.81%
$316.8 - $391.12 $31.4K - $38.7K
257 $100K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-210
- 35.12%
$77.64 - $90.33 $16.3K - $19K
388 $34K
TJX
Tjx Companies Inc

Consumer Cyclical
-134
- 64.11%
$107.93 - $120.23 $14.5K - $16.1K
75 $8K
ABBV
Abb Vie Inc.

Healthcare
-83
- 96.51%
$163.84 - $199.33 $13.6K - $16.5K
3 $0
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-381
- 9.1%
$27.93 - $29.14 $10.6K - $11.1K
3.81K $107K
SLB
Schlumberger Limited

Energy
-60
- 2.91%
$39.57 - $49.67 $2.37K - $2.98K
2K $83K
PG
Procter & Gamble CO

Consumer Defensive
-133
- 11.74%
$160.76 - $177.82 $21.4K - $23.7K
1K $173K
COPX
Global X Copper Miners ETF

ETFs
-222
- 79.86%
$38.58 - $48.4 $8.56K - $10.7K
56 $2K
META
Meta Platforms, Inc.

Communication Services
-26
- 37.68%
$453.41 - $572.44 $11.8K - $14.9K
43 $24K
MPC
Marathon Petroleum Corp

Energy
-42
- 21.99%
$158.61 - $180.75 $6.66K - $7.59K
149 $24K
MRK
Merck & Co., Inc.

Healthcare
-36
- 8.26%
$111.15 - $128.97 $4K - $4.64K
400 $45K
F
Ford Motor CO

Consumer Cyclical
-465
- 96.67%
$9.71 - $14.55 $4.52K - $6.77K
16 $0
ETN
Eaton Corp PLC

Industrials
-26
- 20.63%
$272.52 - $333.02 $7.09K - $8.66K
100 $33K
AMGN
Amgen Inc

Healthcare
-19
- 15.97%
$309.38 - $337.38 $5.88K - $6.41K
100 $32K
XLE
Energy Sector Spdr

ETFs
-20
- 2.85%
$84.35 - $93.39 $1.69K - $1.87K
681 $59K
OXY
Occidental Petroleum Corp

Energy
-65
- 89.04%
$49.91 - $63.73 $3.24K - $4.14K
8 $0
GD
General Dynamics Corp

Industrials
-12
- 42.86%
$279.51 - $308.09 $3.35K - $3.7K
16 $4K
APD
Air Products & Chemicals, Inc.

Basic Materials
-15
- 57.69%
$247.34 - $300.11 $3.71K - $4.5K
11 $3K
BA
Boeing CO

Industrials
-3
- 2.91%
$152.04 - $190.6 $456 - $572
100 $15K
T
At&T Inc.

Communication Services
-117
- 79.05%
$18.21 - $22.28 $2.13K - $2.61K
31 $0
ADP
Automatic Data Processing Inc

Industrials
-10
- 35.71%
$233.44 - $279.45 $2.33K - $2.79K
18 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 60.0%
$217.89 - $392.15 $654 - $1.18K
2 $0
CSCO
Cisco Systems, Inc.

Technology
-50
- 13.85%
$44.74 - $53.22 $2.24K - $2.66K
311 $16K
GM
General Motors CO

Consumer Cyclical
-23
- 79.31%
$39.95 - $49.9 $919 - $1.15K
6 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
-3
- 50.0%
$107.56 - $136.78 $323 - $410
3 $0
WOOD
Ishares Global Timber & Forest
-130
- 81.25%
N/A
30 $0
IYR
Ishares Tr

ETFs
-10
- 18.87%
$86.93 - $103.61 $869 - $1.04K
43 $4K
MS
Morgan Stanley

Financial Services
-5
- 2.44%
$92.07 - $106.96 $460 - $535
200 $20K
XLB
Select Sector Spdr Fd Material

ETFs
-21
- 4.7%
$86.95 - $97.09 $1.83K - $2.04K
426 $41K
TRGP
Targa Resources Corp.

Energy
-26
- 4.94%
$127.86 - $156.46 $3.32K - $4.07K
500 $73K
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 7.69%
$245.82 - $304.51 $6.15K - $7.61K
300 $91K
PEP
Pepsico Inc

Consumer Defensive
-24
- 0.85%
$161.9 - $179.3 $3.89K - $4.3K
2.8K $476K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-268
- 7.38%
$33.89 - $41.64 $9.08K - $11.2K
3.36K $133K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-15
- 0.71%
$82.04 - $89.49 $1.23K - $1.34K
2.1K $186K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-25
- 0.05%
$50.25 - $50.74 $1.26K - $1.27K
45.9K $2.33M
XLI
Industrial Sector Spdr

ETFs
-17
- 1.64%
$120.56 - $135.44 $2.05K - $2.3K
1.02K $137K
KO
Coca Cola CO

Consumer Defensive
-8
- 0.18%
$62.69 - $73.01 $502 - $584
4.5K $323K
ORCL
Oracle Corp

Technology
-98
- 3.77%
$125.9 - $170.35 $12.3K - $16.7K
2.5K $425K
AAPL
Apple Inc.

Technology
-326
- 2.76%
$207.23 - $234.82 $67.6K - $76.6K
11.5K $2.68M
Activity Summary
Buys All Purchases 86 New Holdings 27 Increased Positions 59 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 2 Puts 0
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