Delos Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Delos Wealth Advisors, LLCInvestment ActivityDelos Wealth Advisors, LLC has $128.41 million in total holdings as of June 30, 2025.Delos Wealth Advisors, LLC owns shares of 265 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 5.65% of the portfolio was purchased this quarter.About 8.61% of the portfolio was sold this quarter.This quarter, Delos Wealth Advisors, LLC has purchased 52 new stocks and bought additional shares in 3 stocks.Delos Wealth Advisors, LLC sold shares of 37 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Bloomberg 3-12 Month T-Bill ETF $11,146,601Microsoft $6,833,868First Trust Utilities AlphaDEX Fund $5,920,147SPDR Gold Shares $5,471,394BONDBLOXX ETF TRUST $5,446,627 Largest New Holdings this Quarter 67066G104 - NVIDIA $236,985 Holding464287309 - iShares S&P 500 Growth ETF $219,320 Holding464287465 - iShares MSCI EAFE ETF $210,514 Holding33734X176 - First Trust Technology AlphaDEX Fund $197,327 Holding46137V258 - Invesco S&P 500 Pure Value ETF $194,646 Holding Largest Purchases this Quarter NVIDIA 1,500 shares (about $236.99K)iShares S&P 500 Growth ETF 1,992 shares (about $219.32K)iShares MSCI EAFE ETF 2,355 shares (about $210.51K)First Trust Technology AlphaDEX Fund 1,254 shares (about $197.33K)Invesco S&P 500 Pure Value ETF 2,076 shares (about $194.65K) Largest Sales this Quarter BONDBLOXX ETF TRUST 32,402 shares (about $1.65M)FlexShares iBoxx 3 Year Target Duration TIPS Index Fund 38,532 shares (about $934.02K)iShares Core U.S. Aggregate Bond ETF 6,084 shares (about $603.53K)SPDR Bloomberg 3-12 Month T-Bill ETF 4,914 shares (about $488.60K)Health Care Select Sector SPDR Fund 3,526 shares (about $475.27K) 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$11,146,601$488,599 ▼-4.2%112,1058.7%ETFMSFTMicrosoft$6,833,868$109,429 ▼-1.6%13,7395.3%Computer and TechnologyFXUFirst Trust Utilities AlphaDEX Fund$5,920,147$303,059 ▼-4.9%139,6924.6%ETFGLDSPDR Gold Shares$5,471,394$474,925 ▼-8.0%17,9494.3%FinanceBONDBLOXX ETF TRUST$5,446,627$1,654,122 ▼-23.3%106,6924.2%IR M TAXAWAREAAPLApple$5,269,997$267,542 ▼-4.8%25,6864.1%Computer and TechnologyWMTWalmart$4,756,900$303,705 ▼-6.0%48,6493.7%Retail/WholesaleAEMAgnico Eagle Mines$4,709,866$372,132 ▼-7.3%39,6023.7%Basic MaterialsJQUAJPMorgan U.S. Quality Factor ETF$3,956,094$292,323 ▼-6.9%65,8803.1%ETFQUALiShares MSCI USA Quality Factor ETF$3,916,919$459,975 ▼-10.5%21,4253.1%ETFXLVHealth Care Select Sector SPDR Fund$3,751,071$475,270 ▼-11.2%27,8292.9%ETFTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$3,726,076$934,016 ▼-20.0%153,7162.9%ETFLNTAlliant Energy$3,619,372$329,924 ▼-8.4%59,8542.8%UtilitiesSPHDInvesco S&P 500 High Dividend Low Volatility ETF$3,110,805$241,319 ▼-7.2%65,4082.4%ETFPOWAInvesco Bloomberg Pricing Power ETF$3,031,253$200,346 ▼-6.2%35,0112.4%ETFXLPConsumer Staples Select Sector SPDR Fund$3,004,230$194,895 ▼-6.1%37,1032.3%ETFFTCSFirst Trust Capital Strength ETF$2,831,315$193,505 ▼-6.4%31,1512.2%ETFJMOMJPMorgan U.S. Momentum Factor ETF$2,718,117$185,862 ▼-6.4%42,2792.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,712,280$226,133 ▼-7.7%28,8942.1%ETFRSPInvesco S&P 500 Equal Weight ETF$2,482,205$114,314 ▼-4.4%13,6581.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,449,645$603,533 ▼-19.8%24,6941.9%FinanceQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$2,389,443$135,786 ▼-5.4%11,2271.9%ManufacturingAMZNAmazon.com$2,331,677$152,915 ▼-6.2%10,6281.8%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$2,287,189$135,265 ▼-5.6%45,1301.8%ETFRPGInvesco S&P 500 Pure Growth ETF$2,284,885$143,443 ▼-5.9%49,9211.8%ETFKBWBInvesco KBW Bank ETF$2,241,062$195,666 ▼-8.0%31,2911.7%ManufacturingINDAiShares MSCI India ETF$2,163,057$188,087 ▼-8.0%38,8481.7%ETFSMHVanEck Semiconductor ETF$1,950,487$113,783 ▼-5.5%6,9941.5%ManufacturingGOOGLAlphabet$1,796,313$114,197 ▼-6.0%10,1931.4%Computer and TechnologyEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,678,779$117,497 ▼-6.5%66,2241.3%ETFIWMiShares Russell 2000 ETF$1,594,904$95,379 ▼-5.6%7,3911.2%FinanceIBMInternational Business Machines$1,238,0760.0%4,2001.0%Computer and TechnologyIAKiShares U.S. Insurance ETF$941,086$94,257 ▼-9.1%6,9990.7%ETFETEnergy Transfer$886,8110.0%48,9140.7%EnergyDGROiShares Core Dividend Growth ETF$861,4640.0%13,4730.7%ETFCOPConocoPhillips$667,9250.0%7,4430.5%EnergyFMBFirst Trust Managed Municipal ETF$649,1550.0%13,0300.5%ManufacturingORCLOracle$546,5750.0%2,5000.4%Computer and TechnologyKBAKraneShares Bosera MSCI China A 50 Connect Index ETF$415,431$77,162 ▼-15.7%17,1100.3%ETFXOMExxon Mobil$412,863$27,380 ▼-6.2%3,8300.3%EnergyPEPPepsiCo$410,7770.0%3,1110.3%Consumer StaplesJNJJohnson & Johnson$398,6780.0%2,6100.3%MedicalCVXChevron$367,420$143 ▲0.0%2,5660.3%EnergyBRK.BBerkshire Hathaway$330,8100.0%6810.3%FinanceKOCocaCola$318,3750.0%4,5000.2%Consumer StaplesGOOGAlphabet$314,158$2,483 ▲0.8%1,7710.2%Computer and TechnologyMCDMcDonald's$290,7100.0%9950.2%Retail/WholesaleIVViShares Core S&P 500 ETF$274,438$9,314 ▲3.5%4420.2%ETFNVDANVIDIA$236,985$236,985 ▲New Holding1,5000.2%Computer and TechnologyINTCIntel$235,984$2,240 ▼-0.9%10,5350.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$219,320$219,320 ▲New Holding1,9920.2%ETFEFAiShares MSCI EAFE ETF$210,514$210,514 ▲New Holding2,3550.2%FinanceFXLFirst Trust Technology AlphaDEX Fund$197,327$197,327 ▲New Holding1,2540.2%ETFRPVInvesco S&P 500 Pure Value ETF$194,646$194,646 ▲New Holding2,0760.2%ETFIGROiShares International Dividend Growth ETF$187,285$187,285 ▲New Holding2,3740.1%ETFFXHFirst Trust Health Care AlphaDEX Fund$170,865$170,865 ▲New Holding1,6480.1%ETFDISWalt Disney$165,926$165,926 ▲New Holding1,3380.1%Consumer DiscretionaryVSTVistra$165,514$165,514 ▲New Holding8540.1%UtilitiesGDXVanEck Gold Miners ETF$165,135$165,135 ▲New Holding3,1720.1%ETFPGProcter & Gamble$159,320$159,320 ▲New Holding1,0000.1%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$146,340$146,340 ▲New Holding9920.1%ETFTLTiShares 20+ Year Treasury Bond ETF$140,406$140,406 ▲New Holding1,5910.1%ETFVLOValero Energy$134,420$134,420 ▲New Holding1,0000.1%EnergyWMWaste Management$129,284$129,284 ▲New Holding5650.1%Business ServicesIJHiShares Core S&P Mid-Cap ETF$124,040$124,040 ▲New Holding2,0000.1%ETFSTLDSteel Dynamics$121,354$121,354 ▲New Holding9480.1%Basic MaterialsISRGIntuitive Surgical$114,117$114,117 ▲New Holding2100.1%MedicalSPYSPDR S&P 500 ETF Trust$111,831$111,831 ▲New Holding1810.1%FinanceZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$109,727$109,727 ▲New Holding1,6360.1%ETFIXUSiShares Core MSCI Total International Stock ETF$107,152$107,152 ▲New Holding1,3860.1%ManufacturingCATCaterpillar$99,770$99,770 ▲New Holding2570.1%IndustrialsUUPInvesco DB US Dollar Index Bullish Fund$99,510$99,510 ▲New Holding3,7020.1%FinanceNVDANVIDIA$98,744$98,744 ▲New Holding6250.1%Computer and TechnologyBXBlackstone$95,881$95,881 ▲New Holding6410.1%FinanceSLBSchlumberger$81,932$81,932 ▲New Holding2,4240.1%EnergyXELXcel Energy$81,720$81,720 ▲New Holding1,2000.1%UtilitiesNEENextEra Energy$78,862$78,862 ▲New Holding1,1360.1%UtilitiesMSMorgan Stanley$74,797$74,797 ▲New Holding5310.1%FinanceFXYInvesco CurrencyShares Japanese Yen Trust$74,746$74,746 ▲New Holding1,1690.1%ETFMETAMeta Platforms$74,548$74,548 ▲New Holding1010.1%Computer and TechnologyDINOHF Sinclair$69,836$69,836 ▲New Holding1,7000.1%EnergyPMPhilip Morris International$66,114$66,114 ▲New Holding3630.1%Consumer StaplesTXNTexas Instruments$61,456$61,456 ▲New Holding2960.0%Computer and TechnologyMAMastercard$61,252$61,252 ▲New Holding1090.0%Business ServicesBNDXVanguard Total International Bond ETF$57,779$57,779 ▲New Holding1,1670.0%ETFCEGConstellation Energy$57,775$57,775 ▲New Holding1790.0%EnergyBBEUJPMorgan BetaBuilders Europe ETF$56,667$56,667 ▲New Holding8400.0%ETFHOODRobinhood Markets$56,178$56,178 ▲New Holding6000.0%FinanceXLEEnergy Select Sector SPDR Fund$56,060$56,060 ▲New Holding6610.0%ETFHCAHCA Healthcare$52,102$52,102 ▲New Holding1360.0%MedicalICEIntercontinental Exchange$51,739$51,739 ▲New Holding2820.0%FinanceCGCarlyle Group$51,555$51,555 ▲New Holding1,0030.0%FinanceSMRNuScale Power$51,428$51,428 ▲New Holding1,3000.0%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$51,283$51,283 ▲New Holding6280.0%ETFACNAccenture$48,720$48,720 ▲New Holding1630.0%Computer and TechnologyHONHoneywell International$47,275$47,275 ▲New Holding2030.0%Multi-Sector ConglomeratesDKNGDraftKings$47,179$47,179 ▲New Holding1,1000.0%Consumer DiscretionarySYKStryker$47,080$47,080 ▲New Holding1190.0%MedicalINTUIntuit$46,471$46,471 ▲New Holding590.0%Computer and TechnologyVSATViasat$45,260$45,260 ▲New Holding3,1000.0%Computer and TechnologyShowing 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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