Delos Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Dallas, TX
CIK
0001878326
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 342 68,973 SPDR SER TR, JPST, XLV, TDTT 13F-HR 2/6/2024 000187832624000001
Q3 2023 380 82,589 SPDR SER TR, JPST, XLE, XLV 13F-HR 11/15/2023 000187832623000008
Q2 2023 377 78,386 SPDR SER TR, JPST, TDTT, XLV RESTATEMENT 9/5/2023 000187832623000007
Q1 2023 392 79,032 SPDR SER TR, JPST, XLV, SPLV 13F-HR 5/15/2023 000187832623000003
Q4 2022 399 64,829 JPST, XLV, STLD, DEF 13F-HR 2/14/2023 000187832623000001
Q3 2022 387 83,554 MINT, JPST, SPLV, XLV 13F-HR 11/15/2022 000187832622000005
Q2 2022 255 89,470 MINT, RPV, SPLV, XLV 13F-HR 8/15/2022 000187832622000004
Q1 2022 269 101,466 RPV, IVOL, MINT, XLV 13F-HR 5/16/2022 000187832622000003
Q4 2021 450 105,052 IVOL, TIP, AGG, RPV 13F-HR 2/14/2022 000187832622000001
Q3 2021 243 90,956 IVOL, TIP, AGG, XLB 13F-HR 11/12/2021 000187832621000003
Q2 2021 196 80,026 IVOL, TIP, AGG, SHY 13F-HR 8/13/2021 000187832621000002
Additional filings from Delos Wealth Advisors, LLC that have since been restated