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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 $195,029,149
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust - ST STR BL 12 ETF
 127,056 $12,626,826 6.47%
2.
Apple Inc.
 AAPL 29,466 $8,526,282 4.37%
3.
First Trust Exchange-Traded Alphadex Fund
 FXN 169,859 $8,380,844 4.3%
4.
Exone Co
 XONE 158,765 $8,055,737 4.13%
5.
Spdr Gold Trust
 GLD 19,728 $7,267,401 3.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.