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Home > Institutional Investor > Delos Wealth Advisors, Llc > Profile

Instuitional Investor - Delos Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Delos Wealth Advisors, Llc
Portfolio Value $126,297,230
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 117,019 $11,642,221 9.22%
2.
Bondbloxx Etf Trust
 139,094 $7,033,984 5.57%
3.
First Trust Exchange-Traded Alphadex Fund
 146,843 $6,022,032 4.77%
4.
Apple Inc.
 AAPL 26,990 $5,995,247 4.75%
5.
Spdr Gold Trust
 GLD 19,507 $5,620,747 4.45%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)