MondegarAI
Delos Wealth Advisors, LLC

Q4 2024 · 13F-HR

Delos Wealth Advisors, LLCholdings as filed

Filed 2025-02-12 · accession 0001878326-25-000001

$125.5M
Reported value
199
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R523BILSSPDR SER TR$12.0M9.58%121,237CommonNONE
037833100AAPLAPPLE INC$6.8M5.40%27,052CommonNONE
09789C721TAXXBONDBLOXX ETF TRUST$6.1M4.82%120,181CommonNONE
594918104MSFTMICROSOFT CORP$5.8M4.60%13,687CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$5.5M4.41%146,203CommonNONE
78463V107GLDSPDR GOLD TR$4.7M3.75%19,436CommonNONE
931142103WMTWALMART INC$4.7M3.71%51,505CommonNONE
33939L506TDTTFLEXSHARES TR$4.6M3.66%194,658CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4.3M3.42%31,242CommonNONE
46432F339QUALISHARES TR$4.3M3.39%23,897CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$4.0M3.22%70,513CommonNONE
018802108LNTALLIANT ENERGY CORP$3.8M3.06%65,004CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$3.4M2.70%70,191CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$3.3M2.66%42,741CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$3.1M2.48%39,540CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$3.0M2.42%37,313CommonNONE
464287226AGGISHARES TR$3.0M2.39%30,996CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2.9M2.33%33,273CommonNONE
46429B697USMVISHARES TR$2.8M2.21%31,244CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$2.6M2.09%45,035CommonNONE
023135106AMZNAMAZON COM INC$2.5M1.98%11,332CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.4M1.90%47,466CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$2.2M1.77%11,823CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$2.2M1.76%33,842CommonNONE
46429B598INDAISHARES TR$2.2M1.76%41,915CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$2.2M1.75%53,186CommonNONE
02079K305GOOGLALPHABET INC$2.0M1.62%10,747CommonNONE
92189F676SMHVANECK ETF TRUST$1.8M1.42%7,359CommonNONE
464287655IWMISHARES TR$1.7M1.36%7,700CommonNONE
92189H300EMLCVANECK ETF TRUST$1.6M1.30%70,520CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.6M1.28%9,194CommonNONE
464288786IAKISHARES TR$970,2780.77%7,672CommonNONE
29273V100ETENERGY TRANSFER L P$958,2260.76%48,914CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$923,2860.74%4,200CommonNONE
20825C104COPCONOCOPHILLIPS$697,0070.56%7,028CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$664,6610.53%13,030CommonNONE
500767405KBAKRANESHARES TRUST$477,5130.38%20,363CommonNONE
713448108PEPPEPSICO INC$426,0730.34%2,802CommonNONE
68389X105ORCLORACLE CORP$416,6000.33%2,500CommonNONE
30231G102XOMEXXON MOBIL CORP$388,4680.31%3,611CommonNONE
478160104JNJJOHNSON & JOHNSON$365,8890.29%2,530CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$342,8480.27%5,216CommonNONE
166764100CVXCHEVRON CORP NEW$341,3920.27%2,357CommonNONE
02079K107GOOGALPHABET INC$330,6040.26%1,736CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$304,1510.24%671CommonNONE
191216100KOCOCA COLA CO$280,1700.22%4,500CommonNONE
464287200IVVISHARES TR$253,1330.20%430CommonNONE
458140100INTCINTEL CORP$210,6290.17%10,505CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$187,2760.15%2,076CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$186,2820.15%1,254CommonNONE
464287465EFAISHARES TR$178,0620.14%2,355CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$171,6070.14%1,648CommonNONE
742718109PGPROCTER AND GAMBLE CO$167,6500.13%1,000CommonNONE
254687106DISDISNEY WALT CO$136,8500.11%1,229CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$130,7060.10%992CommonNONE
91913Y100VLOVALERO ENERGY CORP$122,5900.10%1,000CommonNONE
94106L109WMWASTE MGMT INC DEL$114,0120.09%565CommonNONE
92189F106GDXVANECK ETF TRUST$110,5810.09%3,261CommonNONE
46141D203UUPINVESCO DB US DLR INDEX TR$108,9130.09%3,702CommonNONE
858119100STLDSTEEL DYNAMICS INC$108,1390.09%948CommonNONE
149123101CATCATERPILLAR INC$93,2300.07%257CommonNONE
580135101MCDMCDONALDS CORP$91,6060.07%316CommonNONE
87612G101TRGPTARGA RES CORP$89,2500.07%500CommonNONE
46432F834IXUSISHARES TR$89,2230.07%1,349CommonNONE
98389B100XELXCEL ENERGY INC$81,0240.06%1,200CommonNONE
806857108SLBSCHLUMBERGER LTD$76,6800.06%2,000CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$69,4070.06%1,184CommonNONE
67066G104NVDANVIDIA CORPORATION$66,2090.05%493CommonNONE
75281A109RRCRANGE RES CORP$61,1660.05%1,700CommonNONE
403949100DINOHF SINCLAIR CORP$59,5850.05%1,700CommonNONE
464287432TLTISHARES TR$57,2890.05%656CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$57,2420.05%1,167CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$56,6220.05%661CommonNONE
92826C839VVISA INC$55,3070.04%175CommonNONE
72201R882ZROZPIMCO ETF TR$53,0440.04%773CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$47,5340.04%628CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$44,5430.04%76CommonNONE
922908363VOOVANGUARD INDEX FDS$43,1050.03%80CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$40,9200.03%1,100CommonNONE
88160R101TSLATESLA INC$40,3840.03%100CommonNONE
58933Y105MRKMERCK & CO INC$39,7920.03%400CommonNONE
46141D104UDNINVESCO DB US DLR INDEX TR$38,8680.03%2,326CommonNONE
025816109AXPAMERICAN EXPRESS CO$37,3960.03%126CommonNONE
46138E370SPHBINVESCO EXCH TRADED FD TR II$34,3970.03%388CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$33,9930.03%404CommonNONE
G29183103ETNEATON CORP PLC$33,1870.03%100CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$29,2600.02%461CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$27,5050.02%1,503CommonNONE
031162100AMGNAMGEN INC$26,0640.02%100CommonNONE
30303M102METAMETA PLATFORMS INC$25,1770.02%43CommonNONE
617446448MSMORGAN STANLEY$25,1440.02%200CommonNONE
464288588MBBISHARES TR$25,0290.02%273CommonNONE
G5960L103MDTMEDTRONIC PLC$24,7630.02%310CommonNONE
17275R102CSCOCISCO SYS INC$21,9810.02%371CommonNONE
921937835BNDVANGUARD BD INDEX FDS$21,5730.02%300CommonNONE
56585A102MPCMARATHON PETE CORP$20,7860.02%149CommonNONE
097023105BABOEING CO$17,7000.01%100CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$17,4390.01%75CommonNONE
92552V100VSATVIASAT INC$17,0200.01%2,000CommonNONE
579780107MKC/VMCCORMICK & CO INC$15,9180.01%210CommonNONE
46625H100JPMJPMORGAN CHASE & CO$15,3420.01%64CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$15,1260.01%200CommonNONE
770700102HOODROBINHOOD MKTS INC$14,9040.01%400CommonNONE
50155Q100KDKYNDRYL HLDGS INC$14,5320.01%420CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$14,4490.01%180CommonNONE
464287697IDUISHARES TR$14,4320.01%150CommonNONE
11135F101AVGOBROADCOM INC$13,9910.01%60CommonNONE
464288620USIGISHARES TR$13,4760.01%268CommonNONE
916896103UECURANIUM ENERGY CORP$13,3800.01%2,000CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$12,3930.01%711CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$12,0600.01%200CommonNONE
46434G822EWJISHARES INC$10,2000.01%152CommonNONE
717081103PFEPFIZER INC$9,2860.01%350CommonNONE
532457108LLYELI LILLY & CO$9,2640.01%12CommonNONE
872540109TJXTJX COS INC NEW$9,0610.01%75CommonNONE
82889N772PINKSIMPLIFY EXCHANGE TRADED FUN$8,8980.01%300CommonNONE
548661107LOWLOWES COS INC$8,3920.01%34CommonNONE
452308109ITWILLINOIS TOOL WKS INC$8,3680.01%33CommonNONE
62955J103NOVNOV INC$7,3000.01%500CommonNONE
594972408MSTRMICROSTRATEGY INC$7,2410.01%25CommonNONE
21077C3055ZZ0CONTEXTLOGIC INC$7,1500.01%1,017CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$6,9750.01%126CommonNONE
464287440IEFISHARES TR$6,9340.01%75CommonNONE
37954Y871URAGLOBAL X FDS$6,6950.01%250CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$6,6100.01%74CommonNONE
824348106SHWSHERWIN WILLIAMS CO$6,1190.00%18CommonNONE
79466L302CRMSALESFORCE INC$6,0180.00%18CommonNONE
G54950103LINLINDE PLC$5,8620.00%14CommonNONE
464286509EWCISHARES INC$5,7230.00%142CommonNONE
464287192IYTISHARES TR$5,6760.00%84CommonNONE
778296103ROSTROSS STORES INC$5,1440.00%34CommonNONE
13321L108CCJCAMECO CORP$5,1390.00%100CommonNONE
46090E103QQQINVESCO QQQ TR$5,1130.00%10CommonNONE
464286665EPPISHARES INC$4,9070.00%112CommonNONE
032654105ADIANALOG DEVICES INC$4,8870.00%23CommonNONE
482480100KLACKLA CORP$4,4110.00%7CommonNONE
704326107PAYXPAYCHEX INC$4,3470.00%31CommonNONE
65339F101NEENEXTERA ENERGY INC$4,3020.00%60CommonNONE
808513105SCHWSCHWAB CHARLES CORP$4,2930.00%58CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$4,2220.00%12CommonNONE
369550108GDGENERAL DYNAMICS CORP$4,2160.00%16CommonNONE
500754106KHCKRAFT HEINZ CO$4,0540.00%132CommonNONE
002824100ABTABBOTT LABS$3,9590.00%35CommonNONE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$3,8870.00%112CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$3,8810.00%22CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3,6540.00%7CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$3,6000.00%57CommonNONE
038169207APLDAPPLIED DIGITAL CORP$3,5450.00%464CommonNONE
046353108AZNNASTRAZENECA PLC$3,5390.00%54CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3,3940.00%60CommonNONE
244199105DEDEERE & CO$3,3900.00%8CommonNONE
882508104TXNTEXAS INSTRS INC$3,3760.00%18CommonNONE
00206R102TAT&T INC$3,3700.00%148CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3,2010.00%18CommonNONE
009158106APDAIR PRODS & CHEMS INC$3,1910.00%11CommonNONE
844741108LUVSOUTHWEST AIRLS CO$3,0260.00%90CommonNONE
773903109ROKROCKWELL AUTOMATION INC$2,8580.00%10CommonNONE
375558103GILDGILEAD SCIENCES INC$2,7720.00%30CommonNONE
189054109CLXCLOROX CO DEL$2,7610.00%17CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$2,7520.00%15CommonNONE
609207105MDLZMONDELEZ INTL INC$2,5090.00%42CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$2,4320.00%10CommonNONE
464288174WOODISHARES TR$2,2910.00%30CommonNONE
654106103NKENIKE INC$2,2710.00%30CommonNONE
37954Y830COPXGLOBAL X FDS$2,1390.00%56CommonNONE
922908736VUGVANGUARD INDEX FDS$2,0530.00%5CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$1,9250.00%125CommonNONE
103304101BYDBOYD GAMING CORP$1,8660.00%26CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1,8200.00%10CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1,7530.00%64CommonNONE
70931T103PMTPENNYMAC MTG INVT TR$1,4580.00%116CommonNONE
N07059210ASMLASML HOLDING N V$1,3870.00%2CommonNONE
518439104ELLAUDER ESTEE COS INC$1,0500.00%14CommonNONE
02209S103MOALTRIA GROUP INC$1,0460.00%20CommonNONE
464288752ITBISHARES TR$1,0340.00%10CommonNONE
444859102HUMHUMANA INC$1,0150.00%4CommonNONE
060505104BACBANK AMERICA CORP$9580.00%22CommonNONE
922908744VTVVANGUARD INDEX FDS$8470.00%5CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$8440.00%27CommonNONE
09228F103BBBLACKBERRY LTD$7560.00%200CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$7380.00%4CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$6850.00%2CommonNONE
418056107HASHASBRO INC$6560.00%12CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$6410.00%30CommonNONE
00287Y109ABBVABBVIE INC$6110.00%3CommonNONE
46434V696IPACISHARES TR$6110.00%10CommonNONE
84612H106SOW GOOD INC$5100.00%250CommonNONE
654902204NOKNOKIA CORP$4430.00%100CommonNONE
674599105OXYOCCIDENTAL PETE CORP$3990.00%8CommonNONE
48203R104JNPJUNIPER NETWORKS INC$3750.00%10CommonNONE
37045V100GMGENERAL MTRS CO$3220.00%6CommonNONE
19260Q107COINCOINBASE GLOBAL INC$2490.00%1CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$2100.00%3CommonNONE
345370860FFORD MTR CO$1630.00%16CommonNONE
875465106SKTTANGER INC$1470.00%4CommonNONE
46435G326IDEVISHARES TR$1290.00%2CommonNONE
84862C203SPLASH BEVERAGE GROUP INC$1080.00%667CommonNONE
91823B109UWMCUWM HOLDINGS CORPORATION$590.00%10CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$560.00%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.