$80 Million is the total value of Delos Wealth Advisors, LLC's 197 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVOL | New | KRANESHARES TRquadrtc int rt | $9,055,000 | – | 327,831 | +100.0% | 11.32% | – |
| TIP | New | ISHARES TRtips bd etf | $8,054,000 | – | 62,920 | +100.0% | 10.06% | – |
| AGG | New | ISHARES TRcore us aggbd et | $5,561,000 | – | 48,217 | +100.0% | 6.95% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $2,662,000 | – | 30,902 | +100.0% | 3.33% | – |
| AAPL | New | APPLE INC | $2,650,000 | – | 19,352 | +100.0% | 3.31% | – |
| IYR | New | ISHARES TRu.s. real es etf | $2,578,000 | – | 25,294 | +100.0% | 3.22% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $2,406,000 | – | 31,176 | +100.0% | 3.01% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,354,000 | – | 22,987 | +100.0% | 2.94% | – |
| SPHB | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $2,332,000 | – | 30,865 | +100.0% | 2.91% | – |
| STLD | New | STEEL DYNAMICS INC | $2,195,000 | – | 36,823 | +100.0% | 2.74% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $2,139,000 | – | 25,982 | +100.0% | 2.67% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $2,133,000 | – | 16,056 | +100.0% | 2.66% | – |
| KBWB | New | INVESCO EXCH TRADED FD TR IIkbw bk etf | $1,989,000 | – | 30,883 | +100.0% | 2.48% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $1,972,000 | – | 12,401 | +100.0% | 2.46% | – |
| WM | New | WASTE MGMT INC DEL | $1,969,000 | – | 14,054 | +100.0% | 2.46% | – |
| MSFT | New | MICROSOFT CORP | $1,860,000 | – | 6,867 | +100.0% | 2.32% | – |
| COPX | New | GLOBAL X FDSglobal x copper | $1,854,000 | – | 49,898 | +100.0% | 2.32% | – |
| AMZN | New | AMAZON COM INC | $1,806,000 | – | 525 | +100.0% | 2.26% | – |
| IYT | New | ISHARES TRtrans avg etf | $1,783,000 | – | 6,859 | +100.0% | 2.23% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $1,774,000 | – | 708 | +100.0% | 2.22% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $1,680,000 | – | 9,127 | +100.0% | 2.10% | – |
| WOOD | New | ISHARES TRgl timb fore etf | $1,627,000 | – | 18,740 | +100.0% | 2.03% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $1,525,000 | – | 28,313 | +100.0% | 1.91% | – |
| FDX | New | FEDEX CORP | $1,443,000 | – | 4,837 | +100.0% | 1.80% | – |
| CMA | New | COMERICA INC | $1,146,000 | – | 16,060 | +100.0% | 1.43% | – |
| USO | New | UNITED STS OIL FD LPunits | $1,068,000 | – | 21,416 | +100.0% | 1.34% | – |
| CORN | New | TEUCRIUM COMMODITY TR | $1,044,000 | – | 48,863 | +100.0% | 1.30% | – |
| CAT | New | CATERPILLAR INC | $996,000 | – | 4,575 | +100.0% | 1.24% | – |
| RETA | New | REATA PHARMACEUTICALS INCcl a | $955,000 | – | 6,750 | +100.0% | 1.19% | – |
| SMH | New | VANECK VECTORS ETF TRsemiconductor et | $910,000 | – | 3,469 | +100.0% | 1.14% | – |
| HD | New | HOME DEPOT INC | $902,000 | – | 2,829 | +100.0% | 1.13% | – |
| SRVR | New | PACER FDS TRbnchmrk infra | $818,000 | – | 20,270 | +100.0% | 1.02% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $755,000 | – | 11,940 | +100.0% | 0.94% | – |
| BBY | New | BEST BUY INC | $703,000 | – | 6,115 | +100.0% | 0.88% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $592,000 | – | 4,700 | +100.0% | 0.74% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $586,000 | – | 240 | +100.0% | 0.73% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $387,000 | – | 4,510 | +100.0% | 0.48% | – |
| FRI | New | FIRST TR S&P REIT INDEX FD | $373,000 | – | 13,291 | +100.0% | 0.47% | – |
| IEV | New | ISHARES TReurope etf | $258,000 | – | 4,848 | +100.0% | 0.32% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $216,000 | – | 1,460 | +100.0% | 0.27% | – |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $195,000 | – | 1,666 | +100.0% | 0.24% | – |
| BA | New | BOEING CO | $192,000 | – | 802 | +100.0% | 0.24% | – |
| EFA | New | ISHARES TRmsci eafe etf | $188,000 | – | 2,378 | +100.0% | 0.24% | – |
| FB | New | FACEBOOK INCcl a | $175,000 | – | 503 | +100.0% | 0.22% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $168,000 | – | 1,353 | +100.0% | 0.21% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $159,000 | – | 1,417 | +100.0% | 0.20% | – |
| KL | New | KIRKLAND LAKE GOLD LTDcall | $154,000 | – | 4,000 | +100.0% | 0.19% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $138,000 | – | 565 | +100.0% | 0.17% | – |
| IBB | New | ISHARES TRishares biotech | $116,000 | – | 711 | +100.0% | 0.14% | – |
| ET | New | ENERGY TRANSFER L P | $77,000 | – | 7,245 | +100.0% | 0.10% | – |
| MDT | New | MEDTRONIC PLC | $62,000 | – | 500 | +100.0% | 0.08% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $59,000 | – | 593 | +100.0% | 0.07% | – |
| NFLX | New | NETFLIX INC | $55,000 | – | 105 | +100.0% | 0.07% | – |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $53,000 | – | 6,012 | +100.0% | 0.07% | – |
| AFL | New | AFLAC INC | $44,000 | – | 823 | +100.0% | 0.06% | – |
| AXNX | New | AXONICS INC | $43,000 | – | 675 | +100.0% | 0.05% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $39,000 | – | 141 | +100.0% | 0.05% | – |
| SHOP | New | SHOPIFY INCcl a | $35,000 | – | 24 | +100.0% | 0.04% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $29,000 | – | 130 | +100.0% | 0.04% | – |
| V | New | VISA INC | $29,000 | – | 125 | +100.0% | 0.04% | – |
| MELI | New | MERCADOLIBRE INC | $28,000 | – | 18 | +100.0% | 0.04% | – |
| DE | New | DEERE & CO | $26,000 | – | 73 | +100.0% | 0.03% | – |
| AVXL | New | ANAVEX LIFE SCIENCES CORP | $23,000 | – | 1,000 | +100.0% | 0.03% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $23,000 | – | 86 | +100.0% | 0.03% | – |
| APPN | New | APPIAN CORPcl a | $23,000 | – | 168 | +100.0% | 0.03% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $22,000 | – | 926 | +100.0% | 0.03% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $21,000 | – | 59 | +100.0% | 0.03% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $21,000 | – | 390 | +100.0% | 0.03% | – |
| ROKU | New | ROKU INC | $21,000 | – | 45 | +100.0% | 0.03% | – |
| DOCU | New | DOCUSIGN INC | $20,000 | – | 72 | +100.0% | 0.02% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $20,000 | – | 50 | +100.0% | 0.02% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $20,000 | – | 117 | +100.0% | 0.02% | – |
| BAC | New | BK OF AMERICA CORP | $20,000 | – | 476 | +100.0% | 0.02% | – |
| VOO | New | VANGUARD INDEX FDS | $19,000 | – | 49 | +100.0% | 0.02% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $19,000 | – | 340 | +100.0% | 0.02% | – |
| NKE | New | NIKE INCcl b | $19,000 | – | 125 | +100.0% | 0.02% | – |
| XOM | New | EXXON MOBIL CORP | $18,000 | – | 278 | +100.0% | 0.02% | – |
| EXC | New | EXELON CORP | $16,000 | – | 354 | +100.0% | 0.02% | – |
| URNM | New | EXCHANGE TRADED CONCEPTS TRnorth shor gbl | $16,000 | – | 250 | +100.0% | 0.02% | – |
| NIO | New | NIO INCspon ads | $16,000 | – | 300 | +100.0% | 0.02% | – |
| CSX | New | CSX CORP | $16,000 | – | 495 | +100.0% | 0.02% | – |
| NKLA | New | NIKOLA CORP | $15,000 | – | 850 | +100.0% | 0.02% | – |
| TXN | New | TEXAS INSTRS INC | $15,000 | – | 76 | +100.0% | 0.02% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $15,000 | – | 81 | +100.0% | 0.02% | – |
| EWW | New | ISHARES INCmsci mexico etf | $15,000 | – | 306 | +100.0% | 0.02% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $14,000 | – | 225 | +100.0% | 0.02% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $14,000 | – | 36 | +100.0% | 0.02% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $14,000 | – | 62 | +100.0% | 0.02% | – |
| ABT | New | ABBOTT LABS | $13,000 | – | 115 | +100.0% | 0.02% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $13,000 | – | 28 | +100.0% | 0.02% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $13,000 | – | 23 | +100.0% | 0.02% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $12,000 | – | 77 | +100.0% | 0.02% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $12,000 | – | 100 | +100.0% | 0.02% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $12,000 | – | 46 | +100.0% | 0.02% | – |
| CE | New | CELANESE CORP DEL | $12,000 | – | 80 | +100.0% | 0.02% | – |
| HON | New | HONEYWELL INTL INC | $12,000 | – | 55 | +100.0% | 0.02% | – |
| KLAC | New | KLA CORP | $11,000 | – | 35 | +100.0% | 0.01% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $11,000 | – | 44 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $11,000 | – | 120 | +100.0% | 0.01% | – |
| GD | New | GENERAL DYNAMICS CORP | $11,000 | – | 58 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE COM INC | $10,000 | – | 39 | +100.0% | 0.01% | – |
| COST | New | COSTCO WHSL CORP NEW | $9,000 | – | 22 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETE CORP | $9,000 | – | 149 | +100.0% | 0.01% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $8,000 | – | 13 | +100.0% | 0.01% | – |
| VOYA | New | VOYA FINANCIAL INC | $8,000 | – | 135 | +100.0% | 0.01% | – |
| DTST | New | DATA STORAGE CORP | $7,000 | – | 1,125 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC. | $7,000 | – | 55 | +100.0% | 0.01% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $7,000 | – | 20 | +100.0% | 0.01% | – |
| LOW | New | LOWES COS INC | $7,000 | – | 34 | +100.0% | 0.01% | – |
| MASI | New | MASIMO CORP | $6,000 | – | 26 | +100.0% | 0.01% | – |
| SWCH | New | SWITCH INCcl a | $5,000 | – | 250 | +100.0% | 0.01% | – |
| YUM | New | YUM BRANDS INC | $5,000 | – | 47 | +100.0% | 0.01% | – |
| CVX | New | CHEVRON CORP NEW | $4,000 | – | 36 | +100.0% | 0.01% | – |
| IEFA | New | ISHARES TRcore msci eafe | $4,000 | – | 52 | +100.0% | 0.01% | – |
| JNJ | New | JOHNSON & JOHNSON | $4,000 | – | 25 | +100.0% | 0.01% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $4,000 | – | 4 | +100.0% | 0.01% | – |
| ADI | New | ANALOG DEVICES INC | $4,000 | – | 23 | +100.0% | 0.01% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $4,000 | – | 18 | +100.0% | 0.01% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $4,000 | – | 14 | +100.0% | 0.01% | – |
| KL | New | KIRKLAND LAKE GOLD LTD | $4,000 | – | 100 | +100.0% | 0.01% | – |
| ASML | New | ASML HOLDING N V | $3,000 | – | 4 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $3,000 | – | 11 | +100.0% | 0.00% | – |
| BDX | New | BECTON DICKINSON & CO | $3,000 | – | 13 | +100.0% | 0.00% | – |
| CLX | New | CLOROX CO DEL | $3,000 | – | 17 | +100.0% | 0.00% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $3,000 | – | 20 | +100.0% | 0.00% | – |
| FYBR | New | FRONTIER COMMUNICATIONS PARE | $3,000 | – | 112 | +100.0% | 0.00% | – |
| HYLN | New | HYLIION HOLDINGS CORP | $3,000 | – | 270 | +100.0% | 0.00% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $3,000 | – | 16 | +100.0% | 0.00% | – |
| INDA | New | ISHARES TRmsci india etf | $3,000 | – | 61 | +100.0% | 0.00% | – |
| KBA | New | KRANESHARES TRbosera msci ch | $3,000 | – | 68 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $3,000 | – | 14 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHN CORP | $3,000 | – | 13 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| PAYX | New | PAYCHEX INC | $3,000 | – | 31 | +100.0% | 0.00% | – |
| QCOM | New | QUALCOMM INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $3,000 | – | 37 | +100.0% | 0.00% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $3,000 | – | 37 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC | $2,000 | – | 20 | +100.0% | 0.00% | – |
| ARKK | New | ARK ETF TRinnovation etf | $2,000 | – | 17 | +100.0% | 0.00% | – |
| SQ | New | SQUARE INCcl a | $2,000 | – | 10 | +100.0% | 0.00% | – |
| KMI | New | KINDER MORGAN INC DEL | $2,000 | – | 103 | +100.0% | 0.00% | – |
| IWR | New | ISHARES TRrus mid cap etf | $2,000 | – | 24 | +100.0% | 0.00% | – |
| WPC | New | WP CAREY INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $2,000 | – | 200 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $2,000 | – | 26 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $2,000 | – | 20 | +100.0% | 0.00% | – |
| LMND | New | LEMONADE INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| SPSB | New | SPDR SER TRportfolio short | $2,000 | – | 53 | +100.0% | 0.00% | – |
| ES | New | EVERSOURCE ENERGY | $2,000 | – | 28 | +100.0% | 0.00% | – |
| BYD | New | BOYD GAMING CORP | $2,000 | – | 25 | +100.0% | 0.00% | – |
| FDS | New | FACTSET RESH SYS INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $1,000 | – | 10 | +100.0% | 0.00% | – |
| MMM | New | 3M CO | $1,000 | – | 4 | +100.0% | 0.00% | – |
| ABBV | New | ABBVIE INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| PMT | New | PENNYMAC MTG INVT TR | $1,000 | – | 63 | +100.0% | 0.00% | – |
| JD | New | JD.COM INCspon adr cl a | $1,000 | – | 10 | +100.0% | 0.00% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $1,000 | – | 30 | +100.0% | 0.00% | – |
| SE | New | SEA LTDsponsord ads | $1,000 | – | 5 | +100.0% | 0.00% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $1,000 | – | 40 | +100.0% | 0.00% | – |
| INTC | New | INTEL CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| SKLZ | New | SKILLZ INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| SPTN | New | SPARTANNASH CO | $1,000 | – | 51 | +100.0% | 0.00% | – |
| STCN | New | STEEL CONNECT INC | $1,000 | – | 300 | +100.0% | 0.00% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| CLOU | New | GLOBAL X FDS | $1,000 | – | 50 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,000 | – | 5 | +100.0% | 0.00% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,000 | – | 13 | +100.0% | 0.00% | – |
| CSCO | New | CISCO SYS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| ATOS | New | ATOSSA THERAPEUTICS INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $1,000 | – | 2 | +100.0% | 0.00% | – |
| ZNGA | New | ZYNGA INCcl a | $1,000 | – | 110 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $1,000 | – | 37 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $1,000 | – | 100 | +100.0% | 0.00% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $1,000 | – | 21 | +100.0% | 0.00% | – |
| DIS | New | DISNEY WALT CO | $1,000 | – | 4 | +100.0% | 0.00% | – |
| FVRR | New | FIVERR INTL LTD | $1,000 | – | 5 | +100.0% | 0.00% | – |
| F | New | FORD MTR CO DEL | $0 | – | 25 | +100.0% | 0.00% | – |
| SSNT | New | SILVERSUN TECHNOLOGIES INC | $0 | – | 4 | +100.0% | 0.00% | – |
| DBP | New | INVESCO DB MULTI-SECTOR COMMprecious metal | $0 | – | 3 | +100.0% | 0.00% | – |
| NVTA | New | INVITAE CORP | $0 | – | 10 | +100.0% | 0.00% | – |
| OZK | New | BANK OZK | $0 | – | 4 | +100.0% | 0.00% | – |
| T | New | AT&T INC | $0 | – | 10 | +100.0% | 0.00% | – |
| SKT | New | TANGER FACTORY OUTLET CTRS I | $0 | – | 10 | +100.0% | 0.00% | – |
| WORK | New | SLACK TECHNOLOGIES INC | $0 | – | 4 | +100.0% | 0.00% | – |
| IHF | New | ISHARES TRus hlthcr pr etf | $0 | – | 1 | +100.0% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 2 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $0 | – | 14 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KRANESHARES TR | 10 | Q3 2023 | 12.2% |
| SELECT SECTOR SPDR TR | 10 | Q3 2023 | 6.9% |
| ISHARES TR | 10 | Q3 2023 | 6.9% |
| INVESCO EXCHANGE TRADED FD T | 10 | Q3 2023 | 5.0% |
| ISHARES TR | 10 | Q3 2023 | 10.1% |
| ISHARES TR | 10 | Q3 2023 | 3.0% |
| STEEL DYNAMICS INC | 10 | Q3 2023 | 5.4% |
| SELECT SECTOR SPDR TR | 10 | Q3 2023 | 4.0% |
| ISHARES TR | 10 | Q3 2023 | 3.7% |
| WASTE MGMT INC DEL | 10 | Q3 2023 | 4.0% |
View Delos Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
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.