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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 $128,409,134
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 112,105 $11,146,601 8.68%
2.
Microsoft Corp
 MSFT 13,739 $6,833,868 5.32%
3.
First Trust Exchange-Traded Alphadex Fund
 139,692 $5,920,147 4.61%
4.
Spdr Gold Trust
 GLD 17,949 $5,471,394 4.26%
5.
Bondbloxx Etf Trust
 106,692 $5,446,627 4.24%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)