MondegarAI
Delos Wealth Advisors, LLC

Q1 2025 · 13F-HR

Delos Wealth Advisors, LLCholdings as filed

Filed 2025-05-13 · accession 0001878326-25-000003

$126.3M
Reported value
52
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R523BILSSPDR SER TR$11.6M9.22%117,019CommonNONE
09789C721TAXXBONDBLOXX ETF TRUST$7.0M5.57%139,094CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$6.0M4.77%146,843CommonNONE
037833100AAPLAPPLE INC$6.0M4.75%26,990CommonNONE
78463V107GLDSPDR GOLD TR$5.6M4.45%19,507CommonNONE
594918104MSFTMICROSOFT CORP$5.2M4.15%13,959CommonNONE
33939L506TDTTFLEXSHARES TR$4.7M3.71%192,248CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$4.6M3.67%42,731CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4.6M3.62%31,355CommonNONE
931142103WMTWALMART INC$4.5M3.60%51,755CommonNONE
018802108LNTALLIANT ENERGY CORP$4.2M3.33%65,310CommonNONE
46432F339QUALISHARES TR$4.1M3.24%23,941CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$4.0M3.16%70,748CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$3.5M2.80%70,482CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$3.2M2.55%39,510CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$3.1M2.43%37,325CommonNONE
464287226AGGISHARES TR$3.0M2.41%30,778CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$3.0M2.36%33,280CommonNONE
46429B697USMVISHARES TR$2.9M2.32%31,303CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$2.5M2.02%45,170CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.5M1.96%14,287CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.4M1.92%47,799CommonNONE
46429B598INDAISHARES TR$2.2M1.72%42,226CommonNONE
023135106AMZNAMAZON COM INC$2.2M1.71%11,325CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$2.1M1.69%34,023CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$2.1M1.63%11,865CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$2.0M1.61%53,055CommonNONE
92189H300EMLCVANECK ETF TRUST$1.7M1.34%70,859CommonNONE
02079K305GOOGLALPHABET INC$1.7M1.33%10,841CommonNONE
92189F676SMHVANECK ETF TRUST$1.6M1.24%7,402CommonNONE
464287655IWMISHARES TR$1.6M1.24%7,833CommonNONE
464288786IAKISHARES TR$1.1M0.84%7,700CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.0M0.83%4,200CommonNONE
29273V100ETENERGY TRANSFER L P$909,3120.72%48,914CommonNONE
46434V621DGROISHARES TR$832,3620.66%13,473CommonNONE
20825C104COPCONOCOPHILLIPS$781,6250.62%7,443CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$657,0020.52%13,030CommonNONE
30231G102XOMEXXON MOBIL CORP$485,6620.38%4,084CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$480,2050.38%8,404CommonNONE
500767405KBAKRANESHARES TRUST$479,2030.38%20,288CommonNONE
713448108PEPPEPSICO INC$466,4640.37%3,111CommonNONE
478160104JNJJOHNSON & JOHNSON$432,8430.34%2,610CommonNONE
166764100CVXCHEVRON CORP NEW$429,1770.34%2,565CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$363,2950.29%5,216CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$362,6870.29%681CommonNONE
68389X105ORCLORACLE CORP$349,5250.28%2,500CommonNONE
191216100KOCOCA COLA CO$322,2900.26%4,500CommonNONE
580135101MCDMCDONALDS CORP$310,8090.25%995CommonNONE
02079K107GOOGALPHABET INC$274,4970.22%1,757CommonNONE
458140100INTCINTEL CORP$241,5250.19%10,635CommonNONE
464287200IVVISHARES TR$239,9320.19%427CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$207,4310.16%4,006CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.