Fund Holdings — Delos Wealth Advisors, LLC

Total Portfolio Value
$128.11M
Total Bought
$6.93M
Total Sold
$20.34M
Net Transaction
-$13.41M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2025
▲▼
Q2 2025
▲▼
Change
▲▼
Q1 2025
▲▼
Q2 2025
▲▼
Weight (%)
▲▼
Change
▲▼
MICROSOFT CORP(MSFT)13,95913,739-2205,2406,8345.33%+1,594
VANECK ETF TRUST
SEMICONDUCTR ETF
7,4026,994-4081,5651,9501.52%+385
FIRST TR EXCHANGE-TRADED FD11,86511,227-6382,0592,3891.87%+330
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
53,05549,921-3,1342,0292,2851.78%+256
ISHARES TR01,992+1,99202190.17%+219
WALMART INC(WMT)51,75548,649-3,1064,5444,7573.71%+213
ISHARES TR02,355+2,35502110.16%+211
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
01,254+1,25401970.15%+197
ORACLE CORP(ORCL)2,5002,50003505470.43%+197
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
02,076+2,07601950.15%+195
INTERNATIONAL BUSINESS MACHS(IBM)4,2004,20001,0441,2380.97%+194
ISHARES TR
INTL DIV GRWTH
02,374+2,37401870.15%+187
AMAZON COM INC(AMZN)11,32510,628-6972,1552,3321.82%+177
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
45,17042,279-2,8912,5462,7182.12%+172
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
01,648+1,64801710.13%+171
DISNEY WALT CO(DIS)01,338+1,33801660.13%+166
VISTRA CORP(VST)0854+85401660.13%+166
VANECK ETF TRUST
GOLD MINERS ETF
03,172+3,17201650.13%+165
PROCTER AND GAMBLE CO(PG)01,000+1,00001590.12%+159
SELECT SECTOR SPDR TR
ST STR INDL ETF
0992+99201460.11%+146
ISHARES TR01,591+1,59101400.11%+140
VALERO ENERGY CORP(VLO)01,000+1,00001340.10%+134
WASTE MGMT INC DEL(WM)0565+56501290.10%+129
ISHARES TR02,000+2,00001240.10%+124
STEEL DYNAMICS INC(STLD)0948+94801210.09%+121
ALPHABET INC(GOOG)10,84110,193-6481,6761,7961.40%+120
SPDR S&P 500 ETF TR(SPY)0181+18101120.09%+112
PIMCO ETF TR
25YR+ ZERO U S
01,636+1,63601100.09%+110
ISHARES TR
CORE MSCI TOTAL
01,386+1,38601070.08%+107
CATERPILLAR INC(CAT)0257+25701000.08%+100
INVESCO DB US DLR INDEX TR
BULLISH FD
03,702+3,70201000.08%+100
NVIDIA CORPORATION(NVDA)0625+6250990.08%+99
BLACKSTONE INC(BX)0641+6410960.07%+96
SCHLUMBERGER LTD(SLB)02,424+2,4240820.06%+82
XCEL ENERGY INC(XEL)01,200+1,2000820.06%+82
NEXTERA ENERGY INC(NEE)01,136+1,1360790.06%+79
AGNICO EAGLE MINES LTD(AEM)42,73139,602-3,1294,6324,7103.68%+77
MORGAN STANLEY(MS)0531+5310750.06%+75
INVESCO CURRENCYSHARES JAPAN(FXY)01,169+1,1690750.06%+75
META PLATFORMS INC(META)0101+1010750.06%+75
HF SINCLAIR CORP(DINO)01,700+1,7000700.05%+70
PHILIP MORRIS INTL INC(PM)0363+3630660.05%+66
TEXAS INSTRS INC(TXN)0296+2960610.05%+61
MASTERCARD INCORPORATED(MA)0109+1090610.05%+61
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
01,167+1,1670580.05%+58
CONSTELLATION ENERGY CORP(CEG)0179+1790580.05%+58
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
0840+8400570.04%+57
ROBINHOOD MKTS INC(HOOD)0600+6000560.04%+56
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0661+6610560.04%+56
HCA HEALTHCARE INC(HCA)0136+1360520.04%+52
INTERCONTINENTAL EXCHANGE IN(ICE)0282+2820520.04%+52
CARLYLE GROUP INC(CG)01,003+1,0030520.04%+52
NUSCALE PWR CORP(SMR)01,300+1,3000510.04%+51
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0628+6280510.04%+51
ACCENTURE PLC IRELAND
SHS CLASS A
0163+1630490.04%+49
HONEYWELL INTL INC(HON)0203+2030470.04%+47
DRAFTKINGS INC NEW(DKNG)01,100+1,1000470.04%+47
STRYKER CORPORATION(SYK)0119+1190470.04%+47
INTUIT(INTU)059+590460.04%+46
VIASAT INC(VSAT)03,100+3,1000450.04%+45
VENTURE GLOBAL INC(VG)02,900+2,9000450.04%+45
VANGUARD BD INDEX FDS0551+5510430.03%+43
INVESCO DB US DLR INDEX TR(UDN)02,207+2,2070420.03%+42
ALPHABET INC(GOOG)1,7571,771+142743140.25%+40
ABBVIE INC(ABBV)0210+2100390.03%+39
HOME DEPOT INC(HD)0106+1060390.03%+39
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0447+4470370.03%+37
SHERWIN WILLIAMS CO(SHW)0105+1050360.03%+36
VANGUARD INTL EQUITY INDEX F0461+4610360.03%+36
SELECT SECTOR SPDR TR
ST STR MATER ETF
0404+4040350.03%+35
MCKESSON CORP(MCK)048+480350.03%+35
NXP SEMICONDUCTORS N V
COM
0158+1580350.03%+35
ISHARES TR427442+152402740.21%+35
UNITEDHEALTH GROUP INC(UNH)0110+1100340.03%+34
ISHARES TR0283+2830340.03%+34
VANGUARD INDEX FDS0121+1210340.03%+34
MARSH & MCLENNAN COS INC(MRSH)0148+1480320.03%+32
ISHARES TR7,8337,391-4421,5631,5951.24%+32
ABBOTT LABS0235+2350320.02%+32
TESLA INC(TSLA)0100+1000320.02%+32
D-WAVE QUANTUM INC(QBTS)02,150+2,1500310.02%+31
LAM RESEARCH CORP(LRCX)0305+3050300.02%+30
ISHARES TR0356+3560290.02%+29
RICHTECH ROBOTICS INC(RR)015,000+15,0000290.02%+29
ISHARES TR
CORE DIV GRWTH
13,47313,47308328610.67%+29
J P MORGAN EXCHANGE TRADED F
MORTGAGE BACKED
0579+5790290.02%+29
PALANTIR TECHNOLOGIES INC(PLTR)0210+2100290.02%+29
ANNALY CAPITAL MANAGEMENT IN01,503+1,5030280.02%+28
MEDTRONIC PLC(MDT)0310+3100270.02%+27
TRAVELERS COMPANIES INC(TRV)0100+1000270.02%+27
ISHARES TR0279+2790260.02%+26
TRACTOR SUPPLY CO(TSCO)0490+4900260.02%+26
MARATHON PETE CORP(MPC)0149+1490250.02%+25
APOLLO GLOBAL MGMT INC(APO)0174+1740250.02%+25
NUCOR CORP(NUE)0185+1850240.02%+24
PHILLIPS 66(PSX)0200+2000240.02%+24
VANGUARD BD INDEX FDS0300+3000220.02%+22
ISHARES TR0189+1890210.02%+21
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0330+3300200.02%+20
OKLO INC(OKLO)0350+3500200.02%+20
Page 1 of 3
Delos Wealth Advisors, LLC — 13F Holdings — Q2 2025 | TickerTrail