| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 13 | Q2 2024 | 6.9% |
| ISHARES TR | 13 | Q2 2024 | 6.9% |
| ISHARES TR | 13 | Q2 2024 | 3.6% |
| INVESCO EXCHANGE TRADED FD T | 13 | Q2 2024 | 5.0% |
| ISHARES TR | 13 | Q2 2024 | 4.4% |
| ISHARES TR | 13 | Q2 2024 | 10.1% |
| MICROSOFT CORP | 13 | Q2 2024 | 2.8% |
| FIRST TR NASDAQ 100 TECH IND | 13 | Q2 2024 | 2.5% |
| APPLE INC | 13 | Q2 2024 | 3.3% |
| STEEL DYNAMICS INC | 13 | Q2 2024 | 5.4% |
View Delos Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-15 |
| 13F-HR/A | 2023-09-05 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-15 |
View Delos Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.