Delos Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Delos Wealth Advisors, LLCInvestment ActivityDelos Wealth Advisors, LLC has $125.54 million in total holdings as of December 31, 2024.Delos Wealth Advisors, LLC owns shares of 199 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 15.83% of the portfolio was purchased this quarter.About 5.78% of the portfolio was sold this quarter.This quarter, Delos Wealth Advisors, LLC has purchased 185 new stocks and bought additional shares in 56 stocks.Delos Wealth Advisors, LLC sold shares of 18 stocks and completely divested from 17 stocks this quarter.Largest Holdings SPDR Bloomberg 3-12 Month T-Bill ETF $12,020,649Apple $6,774,282BONDBLOXX ETF TRUST $6,053,301Microsoft $5,768,902First Trust Utilities AlphaDEX Fund $5,530,378 Largest New Holdings this Quarter Walt Disney $136,850 HoldingViasat $17,020 HoldingRobinhood Markets $14,904 HoldingEli Lilly and Company $9,264 HoldingMicroStrategy $7,241 Holding Largest Purchases this Quarter BONDBLOXX ETF TRUST 117,605 shares (about $5.92M)Apple 15,554 shares (about $3.89M)Microsoft 3,383 shares (about $1.43M)iShares Core U.S. Aggregate Bond ETF 6,276 shares (about $608.14K)ConocoPhillips 5,800 shares (about $575.22K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 24,108 shares (about $2.11M)PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 29,057 shares (about $1.99M)Invesco DB US Dollar Index Bearish Fund 48,300 shares (about $807.10K)SPDR Bloomberg 3-12 Month T-Bill ETF 4,322 shares (about $428.53K)iShares MBS ETF 2,665 shares (about $244.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDelos Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSSPDR Bloomberg 3-12 Month T-Bill ETF$12,020,649$428,526 ▼-3.4%121,2379.6%ETFAAPLApple$6,774,282$3,894,987 ▲135.3%27,0525.4%Computer and TechnologyBONDBLOXX ETF TRUST$6,053,301$5,923,553 ▲4,565.4%120,1814.8%IR M TAXAWAREMSFTMicrosoft$5,768,902$1,425,893 ▲32.8%13,6874.6%Computer and TechnologyFXUFirst Trust Utilities AlphaDEX Fund$5,530,378$336,696 ▲6.5%146,2034.4%ETFGLDSPDR Gold Shares$4,706,039$397,093 ▲9.2%19,4363.7%FinanceWMTWalmart$4,653,477$121,611 ▲2.7%51,5053.7%Retail/WholesaleTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$4,591,983$389,141 ▲9.3%194,6583.7%ETFXLVHealth Care Select Sector SPDR Fund$4,297,962$365,248 ▲9.3%31,2423.4%ETFQUALiShares MSCI USA Quality Factor ETF$4,255,578$192,326 ▲4.7%23,8973.4%ETFJQUAJPMorgan US Quality Factor ETF$4,038,280$294,597 ▲7.9%70,5133.2%ETFLNTAlliant Energy$3,844,337$402,921 ▲11.7%65,0043.1%UtilitiesSPHDInvesco S&P 500 High Dividend Low Volatility ETF$3,390,928$267,251 ▲8.6%70,1912.7%ETFAEMAgnico Eagle Mines$3,342,774$167,995 ▲5.3%42,7412.7%Basic MaterialsXLPConsumer Staples Select Sector SPDR Fund$3,108,240$246,914 ▲8.6%39,5402.5%ETFPOWAInvesco Bloomberg Pricing Power ETF$3,032,428$213,984 ▲7.6%37,3132.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,003,513$608,145 ▲25.4%30,9962.4%FinanceFTCSFirst Trust Capital Strength ETF$2,922,035$234,216 ▲8.7%33,2732.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,774,155$315,293 ▲12.8%31,2442.2%ETFJMOMJPMorgan US Momentum Factor ETF$2,624,190$171,489 ▲7.0%45,0352.1%ETFAMZNAmazon.com$2,486,128$137,996 ▲5.9%11,3322.0%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$2,390,863$78,376 ▲3.4%47,4661.9%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$2,226,035$140,080 ▲6.7%11,8231.8%ManufacturingKBWBInvesco KBW Bank ETF$2,211,575$227,091 ▲11.4%33,8421.8%ManufacturingINDAiShares MSCI India ETF$2,206,406$315,577 ▲16.7%41,9151.8%ETFRPGInvesco S&P 500 Pure Growth ETF$2,194,455$138,386 ▲6.7%53,1861.7%ETFGOOGLAlphabet$2,034,408$160,148 ▲8.5%10,7471.6%Computer and TechnologySMHVanEck Semiconductor ETF$1,782,130$254,521 ▲16.7%7,3591.4%ManufacturingIWMiShares Russell 2000 ETF$1,701,392$344,698 ▲25.4%7,7001.4%FinanceEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,629,718$179,472 ▲12.4%70,5201.3%ETFRSPInvesco S&P 500 Equal Weight ETF$1,611,065$258,464 ▲19.1%9,1941.3%ETFIAKiShares U.S. Insurance ETF$970,278$283,293 ▲41.2%7,6720.8%ETFETEnergy Transfer$958,226$290,637 ▲43.5%48,9140.8%Oils/EnergyIBMInternational Business Machines$923,2860.0%4,2000.7%Computer and TechnologyCOPConocoPhillips$697,007$575,219 ▲472.3%7,0280.6%Oils/EnergyFMBFirst Trust Managed Municipal ETF$664,6610.0%13,0300.5%ManufacturingKBAKraneShares Bosera MSCI China A 50 Connect Index ETF$477,513$139,387 ▼-22.6%20,3630.4%ETFPEPPepsiCo$426,0730.0%2,8020.3%Consumer StaplesORCLOracle$416,6000.0%2,5000.3%Computer and TechnologyXOMExxon Mobil$388,468$34,103 ▼-8.1%3,6110.3%Oils/EnergyJNJJohnson & Johnson$365,889$11,570 ▲3.3%2,5300.3%MedicalRSPUInvesco S&P 500 Equal Weight Utilities ETF$342,848$5,258 ▼-1.5%5,2160.3%ETFCVXChevron$341,3920.0%2,3570.3%Oils/EnergyGOOGAlphabet$330,604$14,283 ▼-4.1%1,7360.3%Computer and TechnologyBRK.BBerkshire Hathaway$304,151$31,730 ▲11.6%6710.2%FinanceKOCoca-Cola$280,1700.0%4,5000.2%Consumer StaplesIVViShares Core S&P 500 ETF$253,133$3,532 ▲1.4%4300.2%ETFINTCIntel$210,629$18,647 ▲9.7%10,5050.2%Computer and TechnologyRPVInvesco S&P 500 Pure Value ETF$187,276$1,894 ▼-1.0%2,0760.1%ETFFXLFirst Trust Technology AlphaDEX Fund$186,2820.0%1,2540.1%ETFEFAiShares MSCI EAFE ETF$178,0620.0%2,3550.1%FinanceFXHFirst Trust Health Care AlphaDEX Fund$171,6070.0%1,6480.1%ETFPGProcter & Gamble$167,6500.0%1,0000.1%Consumer StaplesDISWalt Disney$136,850$136,850 ▲New Holding1,2290.1%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$130,706$3,294 ▼-2.5%9920.1%ETFVLOValero Energy$122,5900.0%1,0000.1%Oils/EnergyWMWaste Management$114,012$30,874 ▼-21.3%5650.1%Business ServicesGDXVanEck Gold Miners ETF$110,581$3,391 ▼-3.0%3,2610.1%ETFUUPInvesco DB US Dollar Index Bullish Fund$108,913$3,060 ▼-2.7%3,7020.1%FinanceSTLDSteel Dynamics$108,1390.0%9480.1%Basic MaterialsCATCaterpillar$93,2300.0%2570.1%Industrial ProductsMCDMcDonald's$91,606$4,638 ▲5.3%3160.1%Retail/WholesaleTRGPTarga Resources$89,2500.0%5000.1%Oils/EnergyIXUSiShares Core MSCI Total International Stock ETF$89,223$3,638 ▲4.3%1,3490.1%ManufacturingXELXcel Energy$81,0240.0%1,2000.1%UtilitiesSLBSchlumberger$76,6800.0%2,0000.1%Oils/EnergyFXYInvesco CurrencyShares Japanese Yen Trust$69,407$2,052 ▼-2.9%1,1840.1%ETFNVDANVIDIA$66,209$38,006 ▲134.8%4930.1%Computer and TechnologyRRCRange Resources$61,1660.0%1,7000.0%Oils/EnergyDINOHF Sinclair$59,5850.0%1,7000.0%Oils/EnergyTLTiShares 20+ Year Treasury Bond ETF$57,289$2,105,371 ▼-97.4%6560.0%ETFBNDXVanguard Total International Bond ETF$57,2420.0%1,1670.0%ETFXLEEnergy Select Sector SPDR Fund$56,622$1,713 ▼-2.9%6610.0%ETFVVisa$55,307$1,580 ▲2.9%1750.0%Business ServicesZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$53,044$1,993,919 ▼-97.4%7730.0%ETFXLUUtilities Select Sector SPDR Fund$47,5340.0%6280.0%ETFSPYSPDR S&P 500 ETF Trust$44,543$24,616 ▲123.5%760.0%FinanceVOOVanguard S&P 500 ETF$43,105$26,941 ▲166.7%800.0%ETFDKNGDraftKings$40,9200.0%1,1000.0%Consumer DiscretionaryTSLATesla$40,384$30,288 ▲300.0%1000.0%Auto/Tires/TrucksMRKMerck & Co., Inc.$39,7920.0%4000.0%MedicalUDNInvesco DB US Dollar Index Bearish Fund$38,868$807,104 ▼-95.4%2,3260.0%FinanceAXPAmerican Express$37,396$7,717 ▲26.0%1260.0%FinanceSPHBInvesco S&P 500 High Beta ETF$34,3970.0%3880.0%ETFXLBMaterials Select Sector SPDR Fund$33,993$1,851 ▼-5.2%4040.0%ETFETNEaton$33,1870.0%1000.0%Industrial ProductsVGKVanguard FTSE Europe ETF$29,2600.0%4610.0%ETFNLYAnnaly Capital Management$27,5050.0%1,5030.0%FinanceAMGNAmgen$26,0640.0%1000.0%MedicalMETAMeta Platforms$25,1770.0%430.0%Computer and TechnologyMSMorgan Stanley$25,1440.0%2000.0%FinanceMBBiShares MBS ETF$25,029$244,331 ▼-90.7%2730.0%ETFMDTMedtronic$24,7630.0%3100.0%MedicalCSCOCisco Systems$21,981$3,555 ▲19.3%3710.0%Computer and TechnologyBNDVanguard Total Bond Market ETF$21,5730.0%3000.0%ETFMPCMarathon Petroleum$20,7860.0%1490.0%Oils/EnergyBABoeing$17,7000.0%1000.0%AerospaceXLKTechnology Select Sector SPDR Fund$17,4390.0%750.0%ETFVSATViasat$17,020$17,020 ▲New Holding2,0000.0%Computer and TechnologyMKC.VMCCORMICK & CO/SH SH$15,918$190,789 ▼-92.3%2100.0%Consumer Non-DurablesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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