MondegarAI
Delos Wealth Advisors, LLC

Q3 2024 · 13F-HR

Delos Wealth Advisors, LLCholdings as filed

Filed 2024-11-15 · accession 0001878326-24-000006

$114.8M
Reported value
186
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R523BILSSPDR SER TR$12.5M10.9%125,559CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$5.3M4.60%137,302CommonNONE
594918104MSFTMICROSOFT CORP$4.4M3.86%10,304CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4.4M3.84%28,587CommonNONE
78463V107GLDSPDR GOLD TR$4.3M3.77%17,796CommonNONE
33939L506TDTTFLEXSHARES TR$4.3M3.73%178,162CommonNONE
46432F339QUALISHARES TR$4.1M3.56%22,817CommonNONE
931142103WMTWALMART INC$4.1M3.53%50,159CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$3.7M3.22%65,369CommonNONE
018802108LNTALLIANT ENERGY CORP$3.5M3.08%58,191CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$3.3M2.85%40,593CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$3.3M2.85%64,659CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$3.0M2.63%36,399CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$2.9M2.57%34,680CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2.8M2.42%30,606CommonNONE
037833100AAPLAPPLE INC$2.7M2.33%11,498CommonNONE
46429B697USMVISHARES TR$2.5M2.20%27,693CommonNONE
464287226AGGISHARES TR$2.5M2.18%24,720CommonNONE
72201R882ZROZPIMCO ETF TR$2.5M2.14%29,830CommonNONE
464287432TLTISHARES TR$2.4M2.12%24,764CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$2.4M2.10%42,092CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.3M2.03%45,910CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$2.1M1.85%11,079CommonNONE
46429B598INDAISHARES TR$2.1M1.83%35,920CommonNONE
023135106AMZNAMAZON COM INC$2.0M1.74%10,703CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$2.0M1.71%49,832CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$1.8M1.55%30,367CommonNONE
02079K305GOOGLALPHABET INC$1.6M1.43%9,901CommonNONE
92189H300EMLCVANECK ETF TRUST$1.6M1.39%62,754CommonNONE
92189F676SMHVANECK ETF TRUST$1.5M1.35%6,308CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.4M1.21%7,719CommonNONE
464287655IWMISHARES TR$1.4M1.18%6,140CommonNONE
46141D104UDNINVESCO DB US DLR INDEX TR$958,8570.84%50,626CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$928,5360.81%4,200CommonNONE
464288786IAKISHARES TR$701,0000.61%5,432CommonNONE
500767405KBAKRANESHARES TRUST$682,1410.59%26,307CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$677,0390.59%13,030CommonNONE
29273V100ETENERGY TRANSFER L P$546,9520.48%34,078CommonNONE
78468R663BILSPDR SER TR$501,2830.44%5,460CommonNONE
97717Y527USFRWISDOMTREE TR$497,9320.43%9,915CommonNONE
713448108PEPPEPSICO INC$476,4810.42%2,802CommonNONE
30231G102XOMEXXON MOBIL CORP$460,4430.40%3,928CommonNONE
68389X105ORCLORACLE CORP$426,0000.37%2,500CommonNONE
478160104JNJJOHNSON & JOHNSON$397,0470.35%2,450CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$363,8360.32%5,296CommonNONE
166764100CVXCHEVRON CORP NEW$347,0580.30%2,357CommonNONE
191216100KOCOCA COLA CO$323,3700.28%4,500CommonNONE
02079K107GOOGALPHABET INC$302,7820.26%1,811CommonNONE
464288588MBBISHARES TR$281,4900.25%2,938CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$276,6170.24%601CommonNONE
464287200IVVISHARES TR$244,5720.21%424CommonNONE
458140100INTCINTEL CORP$234,6000.20%10,000CALLNONE
579780107MKC/VMCCORMICK & CO INC$225,0870.20%2,727CommonNONE
458140100INTCINTEL CORP$224,6340.20%9,575CommonNONE
464287465EFAISHARES TR$196,9490.17%2,355CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$186,4660.16%2,097CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$184,3490.16%1,648CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$173,8610.15%1,254CommonNONE
742718109PGPROCTER AND GAMBLE CO$173,2000.15%1,000CommonNONE
94106L109WMWASTE MGMT INC DEL$149,0570.13%718CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$137,7430.12%1,017CommonNONE
91913Y100VLOVALERO ENERGY CORP$135,0300.12%1,000CommonNONE
92189F106GDXVANECK ETF TRUST$133,8360.12%3,361CommonNONE
09789C721TAXXBONDBLOXX ETF TRUST$130,8360.11%2,576CommonNONE
20825C104COPCONOCOPHILLIPS$129,3050.11%1,228CommonNONE
858119100STLDSTEEL DYNAMICS INC$119,5240.10%948CommonNONE
464287457SHYISHARES TR$112,1700.10%1,349CommonNONE
46141D203UUPINVESCO DB US DLR INDEX TR$107,2540.09%3,806CommonNONE
149123101CATCATERPILLAR INC$100,5180.09%257CommonNONE
46432F834IXUSISHARES TR$93,9840.08%1,294CommonNONE
580135101MCDMCDONALDS CORP$91,3530.08%300CommonNONE
806857108SLBSCHLUMBERGER LTD$83,9000.07%2,000CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$78,3820.07%1,219CommonNONE
98389B100XELXCEL ENERGY INC$78,3600.07%1,200CommonNONE
403949100DINOHF SINCLAIR CORP$75,7690.07%1,700CommonNONE
26856L103ELFE L F BEAUTY INC$75,6400.07%500CALLNONE
87612G101TRGPTARGA RES CORP$74,0050.06%500CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$59,7920.05%681CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$58,6770.05%1,167CommonNONE
75281A109RRCRANGE RES CORP$52,2920.05%1,700CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$50,7300.04%628CommonNONE
92826C839VVISA INC$46,7420.04%170CommonNONE
58933Y105MRKMERCK & CO INC$45,4240.04%400CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$43,1200.04%1,100CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$41,0580.04%426CommonNONE
46138E370SPHBINVESCO EXCH TRADED FD TR II$34,6180.03%388CommonNONE
G29183103ETNEATON CORP PLC$33,1440.03%100CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$32,7780.03%461CommonNONE
031162100AMGNAMGEN INC$32,2210.03%100CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$30,1660.03%1,503CommonNONE
G5960L103MDTMEDTRONIC PLC$27,9100.02%310CommonNONE
025816109AXPAMERICAN EXPRESS CO$27,1200.02%100CommonNONE
67066G104NVDANVIDIA CORPORATION$25,5040.02%210CommonNONE
30303M102METAMETA PLATFORMS INC$24,6150.02%43CommonNONE
56585A102MPCMARATHON PETE CORP$24,2740.02%149CommonNONE
921937835BNDVANGUARD BD INDEX FDS$22,5330.02%300CommonNONE
617446448MSMORGAN STANLEY$20,8480.02%200CommonNONE
892356106TSCOTRACTOR SUPPLY CO$20,3660.02%70CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$19,5080.02%34CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$16,9320.01%75CommonNONE
17275R102CSCOCISCO SYS INC$16,5630.01%311CommonNONE
922908363VOOVANGUARD INDEX FDS$15,8310.01%30CommonNONE
097023105BABOEING CO$15,2040.01%100CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$15,0750.01%180CommonNONE
464288620USIGISHARES TR$13,1980.01%251CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$13,0010.01%50CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11,5240.01%200CommonNONE
46434G822EWJISHARES INC$10,8750.01%152CommonNONE
11135F101AVGOBROADCOM INC$10,3840.01%60CommonNONE
464287697IDUISHARES TR$10,2020.01%100CommonNONE
717081103PFEPFIZER INC$10,1290.01%350CommonNONE
82889N772PINKSIMPLIFY EXCHANGE TRADED FUN$9,8490.01%300CommonNONE
50155Q100KDKYNDRYL HLDGS INC$9,6520.01%420CommonNONE
579780206MKCMCCORMICK & CO INC$9,4650.01%115CommonNONE
548661107LOWLOWES COS INC$9,2090.01%34CommonNONE
872540109TJXTJX COS INC NEW$8,8160.01%75CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$7,9920.01%711CommonNONE
62955J103NOVNOV INC$7,9850.01%500CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$7,7550.01%126CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7,4400.01%200CommonNONE
464287440IEFISHARES TR$7,3590.01%75CommonNONE
37954Y871URAGLOBAL X FDS$7,1530.01%250CommonNONE
88160R101TSLATESLA INC$6,5410.01%25CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6,3260.01%30CommonNONE
916896103UECURANIUM ENERGY CORP$6,2100.01%1,000CommonNONE
464286509EWCISHARES INC$5,8960.01%142CommonNONE
464287192IYTISHARES TR$5,7890.01%84CommonNONE
72919P202PLUGPLUG POWER INC$5,6500.00%2,500CommonNONE
21077C3055ZZ0CONTEXTLOGIC INC$5,5430.00%1,017CommonNONE
464286665EPPISHARES INC$5,4710.00%112CommonNONE
032654105ADIANALOG DEVICES INC$5,2940.00%23CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$4,9820.00%18CommonNONE
369550108GDGENERAL DYNAMICS CORP$4,8360.00%16CommonNONE
500754106KHCKRAFT HEINZ CO$4,6350.00%132CommonNONE
452308109ITWILLINOIS TOOL WKS INC$4,4560.00%17CommonNONE
464287739IYRISHARES TR$4,3810.00%43CommonNONE
704326107PAYXPAYCHEX INC$4,1600.00%31CommonNONE
002824100ABTABBOTT LABS$3,9910.00%35CommonNONE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$3,9800.00%112CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$3,7840.00%57CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3,4390.00%7CommonNONE
009158106APDAIR PRODS & CHEMS INC$3,2760.00%11CommonNONE
189054109CLXCLOROX CO DEL$2,7700.00%17CommonNONE
37954Y830COPXGLOBAL X FDS$2,6480.00%56CommonNONE
464288174WOODISHARES TR$2,5860.00%30CommonNONE
78468R200FLRNSPDR SER TR$2,2830.00%74CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$2,1190.00%10CommonNONE
922908736VUGVANGUARD INDEX FDS$1,9200.00%5CommonNONE
84612H106SOW GOOD INC$1,7540.00%150CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1,7090.00%5CommonNONE
N07059210ASMLASML HOLDING N V$1,6670.00%2CommonNONE
103304101BYDBOYD GAMING CORP$1,6590.00%26CommonNONE
70931T103PMTPENNYMAC MTG INVT TR$1,6510.00%116CommonNONE
G5509L101LIVNLIVANOVA PLC$1,5770.00%30CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1,3980.00%63CommonNONE
92556V106VTRSVIATRIS INC$1,3290.00%114CommonNONE
464288752ITBISHARES TR$1,2710.00%10CommonNONE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$1,2690.00%45CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$9830.00%125CommonNONE
922908744VTVVANGUARD INDEX FDS$8730.00%5CommonNONE
060505104BACBANK AMERICA CORP$8600.00%22CommonNONE
418056107HASHASBRO INC$8390.00%12CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$7700.00%26CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$7410.00%4CommonNONE
00206R102TAT&T INC$6790.00%31CommonNONE
00287Y109ABBVABBVIE INC$6720.00%3CommonNONE
46434V696IPACISHARES TR$6660.00%10CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$6140.00%30CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$5610.00%2CommonNONE
09228F103BBBLACKBERRY LTD$5240.00%200CommonNONE
81141R100SESEA LTD$4720.00%5CommonNONE
654902204NOKNOKIA CORP$4370.00%100CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$4170.00%3CommonNONE
674599105OXYOCCIDENTAL PETE CORP$4140.00%8CommonNONE
47215P106JDJD.COM INC$4000.00%10CommonNONE
48203R104JNPJUNIPER NETWORKS INC$3900.00%10CommonNONE
37045V100GMGENERAL MTRS CO$2710.00%6CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1790.00%1CommonNONE
345370860FFORD MTR CO$1710.00%16CommonNONE
03782L101APPNAPPIAN CORP$1710.00%5CommonNONE
84862C203SPLASH BEVERAGE GROUP INC$1690.00%667CommonNONE
04962H506ATOSEURATOSSA THERAPEUTICS INC$1520.00%100CommonNONE
46435G326IDEVISHARES TR$1420.00%2CommonNONE
875465106SKTTANGER INC$1420.00%4CommonNONE
91823B109UWMCUWM HOLDINGS CORPORATION$860.00%10CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$600.00%2CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.