DELOS WEALTH ADVISORS, LLC

PrivateCIK: 1878326
Location

DALLAS, TX

260
Positions
$174.72M
Total AUM (reported)
2.09M
Total Shares

Allocation by class

TOTAL AUM$174.72M260 positions
COM$44.59M25.5%
STATE STREET SPD$12.63M7.2%
GOLD SHS$8.28M4.7%
UTILITIES ALPH$8.11M4.6%
IR M TAXAWARE$6.74M3.9%
STATE STREET HEA$5.38M3.1%
MSCI USA QLT FCT$4.99M2.9%

Portfolio Concentration

Top 316.6%4–1025.6%11–2531.2%Rest26.7%TOP 1042.1%0%100%
Top 3$28.94M16.6%
4–10$44.70M25.6%
11–25$54.43M31.2%
Rest$46.65M26.7%

Top 3 weight

16.6%

Top 10 weight

42.1%

Voting Authority Distribution

Total shares with voting rights: 2.09M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.09M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole260
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings260
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares126.28K
TypeSH
Market value$12.56M
7.19%
Sole
0.00
Shared
0.00
None
126.28K

SPDR GOLD TR

SOLE
GOLD SHS
Shares19.24K
TypeSH
Market value$8.28M
4.74%
Sole
0.00
Shared
0.00
None
19.24K

FIRST TR EXCHANGE-TRADED FD

SOLE
UTILITIES ALPH
Shares163.44K
TypeSH
Market value$8.11M
4.64%
Sole
0.00
Shared
0.00
None
163.44K

AGNICO EAGLE MINES LTD

SOLE
COM
Shares39.45K
TypeSH
Market value$8.01M
4.58%
Sole
0.00
Shared
0.00
None
39.45K

APPLE INC

SOLE
COM
Shares28.15K
TypeSH
Market value$7.14M
4.09%
Sole
0.00
Shared
0.00
None
28.15K

WALMART INC

SOLE
COM
Shares54.73K
TypeSH
Market value$6.80M
3.89%
Sole
0.00
Shared
0.00
None
54.73K

BONDBLOXX ETF TRUST

SOLE
IR M TAXAWARE
Shares133.40K
TypeSH
Market value$6.74M
3.86%
Sole
0.00
Shared
0.00
None
133.40K

MICROSOFT CORP

SOLE
COM
Shares14.64K
TypeSH
Market value$5.42M
3.10%
Sole
0.00
Shared
0.00
None
14.64K

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares36.67K
TypeSH
Market value$5.38M
3.08%
Sole
0.00
Shared
0.00
None
36.67K

ALLIANT ENERGY CORP

SOLE
COM
Shares72.63K
TypeSH
Market value$5.21M
2.98%
Sole
0.00
Shared
0.00
None
72.63K

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares26.04K
TypeSH
Market value$4.99M
2.86%
Sole
0.00
Shared
0.00
None
26.04K

FLEXSHARES TR

SOLE
IBOXX 3R TARGT
Shares200.08K
TypeSH
Market value$4.85M
2.78%
Sole
0.00
Shared
0.00
None
200.08K

J P MORGAN EXCHANGE TRADED F

SOLE
US QUALTY FCTR
Shares78.42K
TypeSH
Market value$4.81M
2.75%
Sole
0.00
Shared
0.00
None
78.42K

INVESCO EXCH TRADED FD TR II

SOLE
S&P500 HDL VOL
Shares81.79K
TypeSH
Market value$4.06M
2.32%
Sole
0.00
Shared
0.00
None
81.79K

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares45.68K
TypeSH
Market value$3.75M
2.14%
Sole
0.00
Shared
0.00
None
45.68K

INVESCO EXCH TRD SLF IDX FD

SOLE
BLOOMBERG PRICIN
Shares42.64K
TypeSH
Market value$3.67M
2.10%
Sole
0.00
Shared
0.00
None
42.64K

FIRST TR EXCHANGE-TRADED FD

SOLE
CAP STRENGTH ETF
Shares38.79K
TypeSH
Market value$3.60M
2.06%
Sole
0.00
Shared
0.00
None
38.79K

ISHARES TR

SOLE
MSCI USA MIN VOL
Shares38.36K
TypeSH
Market value$3.56M
2.04%
Sole
0.00
Shared
0.00
None
38.36K

J P MORGAN EXCHANGE TRADED F

SOLE
US MOMENTUM
Shares48.91K
TypeSH
Market value$3.32M
1.90%
Sole
0.00
Shared
0.00
None
48.91K

INVESCO EXCH TRADED FD TR II

SOLE
KBW BK ETF
Shares39.14K
TypeSH
Market value$3.10M
1.77%
Sole
0.00
Shared
0.00
None
39.14K

ALPHABET INC

SOLE
CAP STK CL A
Shares10.77K
TypeSH
Market value$3.10M
1.77%
Sole
0.00
Shared
0.00
None
10.77K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares30.74K
TypeSH
Market value$3.05M
1.75%
Sole
0.00
Shared
0.00
None
30.74K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares15.36K
TypeSH
Market value$2.95M
1.69%
Sole
0.00
Shared
0.00
None
15.36K

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares7.44K
TypeSH
Market value$2.85M
1.63%
Sole
0.00
Shared
0.00
None
7.44K

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares11.20K
TypeSH
Market value$2.78M
1.59%
Sole
0.00
Shared
0.00
None
11.20K
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