Delos Wealth Advisors, LLC Portfolio Holdings
Delos Wealth Advisors, LLC
- $85.8 Million
- Q1 2024
Delos Wealth Advisors, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $85.8 Million distributed in 349 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 $13.1M, Ishares Barclays 1 3 Year Trea with a value of $3.9M, Flexshares Tr Iboxx 3 Yr Targe with a value of $3.61M, First Tr Exchange Traded Fd Ut with a value of $3.46M, and Select Sector Spdr Fund Health with a value of $3.38M.
Examining the 13F form we can see an increase of $17.2M in the current position value, from $68.6M to 85.8M.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 349
- Current Value $85.8 Million
- Prior Value $68.6 Million
- Filing
- Period Q1 2024
- Filing Date May 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 130 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 54 stocks