Delos Wealth Advisors, LLC Portfolio Holdings

Delos Wealth Advisors, LLC

  • $116 Million
  • Q1 2025

Delos Wealth Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $116 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 3 12 Month T Bi with a value of $11.6M, First Tr Exchange Traded Fd Ut with a value of $6.02M, Apple Inc. with a value of $6M, Spdr Gold Trust with a value of $5.62M, and Microsoft Corp with a value of $5.24M.

Examining the 13F form we can see an decrease of $262K in the current position value, from $116M to 116M.

Delos Wealth Advisors, LLC is based out at Dallas, TX

Below you can find more details about Delos Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Million
ETFs: $80.7 Million
Technology: $12.9 Million
Consumer Defensive: $5.33 Million
Basic Materials: $4.63 Million
Utilities: $4.2 Million
Energy: $2.6 Million
Consumer Cyclical: $2.46 Million
Communication Services: $1.95 Million
Other: $794,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $116 Million
  • Prior Value $116 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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