Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $125,537,178
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 121,237 $12,020,649 9.57%
2.
Apple Inc.
 AAPL 27,052 $6,774,282 5.39%
3.
Bondbloxx Etf Trust
 120,181 $6,053,301 4.82%
4.
Microsoft Corp
 MSFT 13,687 $5,768,902 4.59%
5.
First Trust Exchange-Traded Alphadex Fund
 146,203 $5,530,378 4.4%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)