Delos Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Delos Wealth Advisors, LLCInvestment ActivityDelos Wealth Advisors, LLC has $126.30 million in total holdings as of March 31, 2025.Delos Wealth Advisors, LLC owns shares of 52 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.28% of the portfolio was purchased this quarter.About 3.50% of the portfolio was sold this quarter.This quarter, Delos Wealth Advisors, LLC has purchased 199 new stocks and bought additional shares in 33 stocks.Delos Wealth Advisors, LLC sold shares of 10 stocks and completely divested from 150 stocks this quarter.Largest Holdings SPDR Bloomberg 3-12 Month T-Bill ETF $11,642,221BONDBLOXX ETF TRUST $7,033,984First Trust Utilities AlphaDEX Fund $6,022,032Apple $5,995,247SPDR Gold Shares $5,620,747 Largest New Holdings this Quarter 46434V621 - iShares Core Dividend Growth ETF $832,362 Holding46641Q332 - JPMorgan Equity Premium Income ETF $480,205 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $207,431 Holding Largest Purchases this Quarter BONDBLOXX ETF TRUST 18,913 shares (about $956.43K)Invesco S&P 500 Equal Weight ETF 5,093 shares (about $882.26K)iShares Core Dividend Growth ETF 13,473 shares (about $832.36K)JPMorgan Equity Premium Income ETF 8,404 shares (about $480.21K)McDonald's 679 shares (about $212.10K) Largest Sales this Quarter SPDR Bloomberg 3-12 Month T-Bill ETF 4,218 shares (about $419.65K)FlexShares iBoxx 3 Year Target Duration TIPS Index Fund 2,410 shares (about $58.76K)iShares Core U.S. Aggregate Bond ETF 218 shares (about $21.56K)Apple 62 shares (about $13.77K)Invesco S&P 500 Pure Growth ETF 131 shares (about $5.01K) 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$11,642,221$419,649 ▼-3.5%117,0199.2%ETFBONDBLOXX ETF TRUST$7,033,984$956,430 ▲15.7%139,0945.6%IR M TAXAWAREFXUFirst Trust Utilities AlphaDEX Fund$6,022,032$26,246 ▲0.4%146,8434.8%ETFAAPLApple$5,995,247$13,772 ▼-0.2%26,9904.7%Computer and TechnologyGLDSPDR Gold Shares$5,620,747$20,458 ▲0.4%19,5074.5%FinanceMSFTMicrosoft$5,239,982$102,104 ▲2.0%13,9594.1%Computer and TechnologyTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$4,687,007$58,756 ▼-1.2%192,2483.7%ETFAEMAgnico Eagle Mines$4,632,468$1,084 ▼0.0%42,7313.7%Basic MaterialsXLVHealth Care Select Sector SPDR Fund$4,578,144$16,499 ▲0.4%31,3553.6%ETFWMTWalmart$4,543,572$21,948 ▲0.5%51,7553.6%Retail/WholesaleLNTAlliant Energy$4,202,699$19,691 ▲0.5%65,3103.3%UtilitiesQUALiShares MSCI USA Quality Factor ETF$4,091,278$7,519 ▲0.2%23,9413.2%ETFJQUAJPMorgan US Quality Factor ETF$3,995,140$13,270 ▲0.3%70,7483.2%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$3,540,311$14,617 ▲0.4%70,4822.8%ETFXLPConsumer Staples Select Sector SPDR Fund$3,226,782$2,450 ▼-0.1%39,5102.6%ETFPOWAInvesco Bloomberg Pricing Power ETF$3,066,044$986 ▲0.0%37,3252.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,044,560$21,565 ▼-0.7%30,7782.4%FinanceFTCSFirst Trust Capital Strength ETF$2,983,220$627 ▲0.0%33,2802.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,931,839$5,526 ▲0.2%31,3032.3%ETFJMOMJPMorgan US Momentum Factor ETF$2,545,782$7,609 ▲0.3%45,1702.0%ETFRSPInvesco S&P 500 Equal Weight ETF$2,474,938$882,261 ▲55.4%14,2872.0%ETFJPSTJPMorgan Ultra-Short Income ETF$2,420,064$16,860 ▲0.7%47,7991.9%ETFINDAiShares MSCI India ETF$2,173,795$16,010 ▲0.7%42,2261.7%ETFAMZNAmazon.com$2,154,695$1,332 ▼-0.1%11,3251.7%Retail/WholesaleKBWBInvesco KBW Bank ETF$2,135,624$11,361 ▲0.5%34,0231.7%ManufacturingQTECFirst Trust NASDAQ 100 Technology Index Fund$2,059,290$7,290 ▲0.4%11,8651.6%ManufacturingRPGInvesco S&P 500 Pure Growth ETF$2,029,354$5,011 ▼-0.2%53,0551.6%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,690,696$8,089 ▲0.5%70,8591.3%ETFGOOGLAlphabet$1,676,453$14,536 ▲0.9%10,8411.3%Computer and TechnologySMHVanEck Semiconductor ETF$1,565,301$9,093 ▲0.6%7,4021.2%ManufacturingIWMiShares Russell 2000 ETF$1,562,606$26,532 ▲1.7%7,8331.2%FinanceIAKiShares U.S. Insurance ETF$1,061,137$3,859 ▲0.4%7,7000.8%ETFIBMInternational Business Machines$1,044,3720.0%4,2000.8%Computer and TechnologyETEnergy Transfer$909,3120.0%48,9140.7%EnergyDGROiShares Core Dividend Growth ETF$832,362$832,362 ▲New Holding13,4730.7%ETFCOPConocoPhillips$781,625$43,581 ▲5.9%7,4430.6%EnergyFMBFirst Trust Managed Municipal ETF$657,0020.0%13,0300.5%ManufacturingXOMExxon Mobil$485,662$56,248 ▲13.1%4,0840.4%EnergyJEPIJPMorgan Equity Premium Income ETF$480,205$480,205 ▲New Holding8,4040.4%ETFKBAKraneShares Bosera MSCI China A 50 Connect Index ETF$479,203$1,772 ▼-0.4%20,2880.4%ETFPEPPepsiCo$466,464$46,332 ▲11.0%3,1110.4%Consumer StaplesJNJJohnson & Johnson$432,843$13,267 ▲3.2%2,6100.3%MedicalCVXChevron$429,177$34,803 ▲8.8%2,5650.3%EnergyRSPUInvesco S&P 500 Equal Weight Utilities ETF$363,2950.0%5,2160.3%ETFBRK.BBerkshire Hathaway$362,687$5,326 ▲1.5%6810.3%FinanceORCLOracle$349,5250.0%2,5000.3%Computer and TechnologyKOCoca-Cola$322,2900.0%4,5000.3%Consumer StaplesMCDMcDonald's$310,809$212,100 ▲214.9%9950.2%Retail/WholesaleGOOGAlphabet$274,497$3,281 ▲1.2%1,7570.2%Computer and TechnologyINTCIntel$241,525$2,952 ▲1.2%10,6350.2%Computer and TechnologyIVViShares Core S&P 500 ETF$239,932$1,686 ▼-0.7%4270.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$207,431$207,431 ▲New Holding4,0060.2%ETFRPVInvesco S&P 500 Pure Value ETF$0$187,276 ▼-100.0%00.0%ETFFXLFirst Trust Technology AlphaDEX Fund$0$186,282 ▼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$178,062 ▼-100.0%00.0%FinanceFXHFirst Trust Health Care AlphaDEX Fund$0$171,607 ▼-100.0%00.0%ETFPGProcter & Gamble$0$167,650 ▼-100.0%00.0%Consumer StaplesDISWalt Disney$0$136,850 ▼-100.0%00.0%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$0$130,706 ▼-100.0%00.0%ETFVLOValero Energy$0$122,590 ▼-100.0%00.0%EnergyWMWaste Management$0$114,012 ▼-100.0%00.0%Business ServicesGDXVanEck Gold Miners ETF$0$110,581 ▼-100.0%00.0%ETFUUPInvesco DB US Dollar Index Bullish Fund$0$108,913 ▼-100.0%00.0%FinanceSTLDSteel Dynamics$0$108,139 ▼-100.0%00.0%Basic MaterialsCATCaterpillar$0$93,230 ▼-100.0%00.0%IndustrialsTRGPTarga Resources$0$89,250 ▼-100.0%00.0%EnergyIXUSiShares Core MSCI Total International Stock ETF$0$89,223 ▼-100.0%00.0%ManufacturingXELXcel Energy$0$81,024 ▼-100.0%00.0%UtilitiesSLBSchlumberger$0$76,680 ▼-100.0%00.0%EnergyFXYInvesco CurrencyShares Japanese Yen Trust$0$69,407 ▼-100.0%00.0%ETFNVDANVIDIA$0$66,209 ▼-100.0%00.0%Computer and TechnologyRRCRange Resources$0$61,166 ▼-100.0%00.0%EnergyDINOHF Sinclair$0$59,585 ▼-100.0%00.0%EnergyTLTiShares 20+ Year Treasury Bond ETF$0$57,289 ▼-100.0%00.0%ETFBNDXVanguard Total International Bond ETF$0$57,242 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$56,622 ▼-100.0%00.0%ETFVVisa$0$55,307 ▼-100.0%00.0%Business ServicesZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$0$53,044 ▼-100.0%00.0%ETFXLUUtilities Select Sector SPDR Fund$0$47,534 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$44,543 ▼-100.0%00.0%FinanceVOOVanguard S&P 500 ETF$0$43,105 ▼-100.0%00.0%ETFDKNGDraftKings$0$40,920 ▼-100.0%00.0%Consumer DiscretionaryTSLATesla$0$40,384 ▼-100.0%00.0%Auto/Tires/TrucksMRKMerck & Co., Inc.$0$39,792 ▼-100.0%00.0%MedicalUDNInvesco DB US Dollar Index Bearish Fund$0$38,868 ▼-100.0%00.0%FinanceAXPAmerican Express$0$37,396 ▼-100.0%00.0%FinanceSPHBInvesco S&P 500 High Beta ETF$0$34,397 ▼-100.0%00.0%ETFXLBMaterials Select Sector SPDR Fund$0$33,993 ▼-100.0%00.0%ETFETNEaton$0$33,187 ▼-100.0%00.0%IndustrialsVGKVanguard FTSE Europe ETF$0$29,260 ▼-100.0%00.0%ETFNLYAnnaly Capital Management$0$27,505 ▼-100.0%00.0%FinanceAMGNAmgen$0$26,064 ▼-100.0%00.0%MedicalMETAMeta Platforms$0$25,177 ▼-100.0%00.0%Computer and TechnologyMSMorgan Stanley$0$25,144 ▼-100.0%00.0%FinanceMBBiShares MBS ETF$0$25,029 ▼-100.0%00.0%ETFMDTMedtronic$0$24,763 ▼-100.0%00.0%MedicalCSCOCisco Systems$0$21,981 ▼-100.0%00.0%Computer and TechnologyBNDVanguard Total Bond Market ETF$0$21,573 ▼-100.0%00.0%ETFMPCMarathon Petroleum$0$20,786 ▼-100.0%00.0%EnergyBABoeing$0$17,700 ▼-100.0%00.0%AerospaceShowing 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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