Delos Wealth Advisors, LLC Purchases in Q4 2024

Delos Wealth Advisors, LLC

  • $116 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
15.6K
+ 135.28%
$221.69 - $259.02 $3.45M - $4.03M
27.1K $6.77M
MSFT
Microsoft Corp

Technology
3.38K
+ 32.83%
$406.35 - $454.46 $1.37M - $1.54M
13.7K $5.77M
WMT
Walmart Inc.

Consumer Defensive
1.35K
+ 2.68%
$79.1 - $95.7 $106K - $129K
51.5K $4.65M
COP
Conocophillips

Energy
5.8K
+ 472.31%
$95.12 - $114.72 $552K - $665K
7.03K $696K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.28K
+ 25.39%
$96.64 - $101.23 $607K - $635K
31K $3M
AMZN
Amazon Com Inc

Consumer Cyclical
629
+ 5.88%
$180.88 - $232.93 $114K - $147K
11.3K $2.49M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
3.48K
+ 11.44%
$57.27 - $71.33 $199K - $248K
33.8K $2.21M
ET
Energy Transfer LP

Energy
14.8K
+ 43.54%
$16.05 - $19.86 $238K - $295K
48.9K $958K
GOOGL
Alphabet Inc.

Communication Services
846
+ 8.54%
$161.86 - $196.66 $137K - $166K
10.7K $2.03M
GLD
Spdr Gold Trust

ETFs
1.64K
+ 9.22%
$236.59 - $257.5 $388K - $422K
19.4K $4.71M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.14K
+ 7.87%
$55.86 - $60.21 $287K - $310K
70.5K $4.04M
LNT
Alliant Energy Corp

Utilities
6.81K
+ 11.71%
$56.24 - $63.63 $383K - $434K
65K $3.84M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
16.5K
+ 9.26%
$23.55 - $24.04 $388K - $397K
195K $4.59M
IAK
Ishares Tr

ETFs
2.24K
+ 41.24%
$123.78 - $138.16 $277K - $309K
7.67K $970K
FXU
First Tr Exchange Traded Fd Ut

ETFs
8.9K
+ 6.48%
$37.15 - $41.12 $331K - $366K
146K $5.54M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.55K
+ 12.82%
$88.59 - $94.57 $315K - $336K
31.2K $2.77M
XLP
Consumer Staples Sector Spdr

ETFs
3.14K
+ 8.63%
N/A
39.5K $3.01M
RPG
Invesco Exchange Traded Fd Tr

ETFs
3.35K
+ 6.73%
$38.88 - $44.07 $130K - $148K
53.2K $2.19M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.05K
+ 16.66%
$238.25 - $261.28 $250K - $275K
7.36K $1.78M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.48K
+ 19.11%
$174.22 - $187.62 $257K - $277K
9.19K $1.61M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
2.94K
+ 6.99%
$56.7 - $62.15 $167K - $183K
45K $2.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.08K
+ 4.73%
$176.42 - $186.91 $191K - $202K
23.9K $4.26M
FTCS
First Trust Capital Strength E

ETFs
2.67K
+ 8.71%
$87.62 - $94.03 $234K - $251K
33.3K $2.92M
DIS
Walt Disney CO

Communication Services
1.23K
New
$92.39 - $117.6 $114K - $145K
1.23K $136K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.53K
+ 8.56%
$47.77 - $51.75 $264K - $286K
70.2K $3.39M
QTEC
First Trust Nasdaq 100 Technol

ETFs
744
+ 6.72%
$185.87 - $204.12 $138K - $152K
11.8K $2.23M
INDA
Ishares Msci India Index Fund

ETFs
6K
+ 16.69%
$52.64 - $58.16 $316K - $349K
41.9K $2.21M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.15K
+ 5.29%
$75.99 - $88.85 $163K - $191K
42.7K $3.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.56K
+ 3.39%
$50.37 - $50.6 $78.4K - $78.7K
47.5K $2.39M
NVDA
Nvidia Corp

Technology
283
+ 134.76%
$117.0 - $148.88 $33.1K - $42.1K
493 $66K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
7.77K
+ 12.38%
$23.11 - $25.17 $179K - $195K
70.5K $1.63M
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 300.0%
$213.65 - $479.86 $16K - $36K
100 $40K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 166.67%
$521.84 - $558.82 $26.1K - $27.9K
80 $43K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 11.65%
$442.29 - $483.08 $31K - $33.8K
671 $304K
SPY
Spdr S&P 500 ETF Trust

ETFs
42
+ 123.53%
$567.81 - $607.81 $23.8K - $25.5K
76 $44K
VSAT
Viasat Inc

Technology
2K
New
$6.83 - $11.56 $13.7K - $23.1K
2K $17K
HOOD
Robinhood Markets, Inc.

Technology
400
New
$22.33 - $43.2 $8.93K - $17.3K
400 $14K
AXP
American Express CO

Financial Services
26
+ 26.0%
$267.35 - $305.57 $6.95K - $7.94K
126 $37K
JPM
Jpmorgan Chase & CO

Financial Services
34
+ 113.33%
$205.18 - $250.29 $6.98K - $8.51K
64 $15K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 1.42%
$570.51 - $610.59 $3.42K - $3.66K
430 $253K
LLY
Eli Lilly & CO

Healthcare
12
New
$727.2 - $932.06 $8.73K - $11.2K
12 $9K
V
Visa Inc.

Financial Services
5
+ 2.94%
$273.87 - $320.91 $1.37K - $1.6K
175 $55K
UEC
Uranium Energy Corp

Energy
1K
+ 100.0%
$6.55 - $8.6 $6.55K - $8.6K
2K $13K
MSTR
Microstrategy Inc

Technology
25
New
$162.69 - $473.83 $4.07K - $11.8K
25 $7K
SHW
Sherwin Williams CO

Basic Materials
18
New
$338.75 - $399.71 $6.1K - $7.19K
18 $6K
BSX
Boston Scientific Corp

Healthcare
74
New
$83.62 - $91.5 $6.19K - $6.77K
74 $6K
CRM
Salesforce, Inc.

Technology
18
New
$270.87 - $367.87 $4.88K - $6.62K
18 $6K
CCJ
Cameco Corp

Energy
100
New
$48.64 - $61.14 $4.86K - $6.11K
100 $5K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
New
$481.22 - $538.17 $4.81K - $5.38K
10 $5K
Activity Summary
Buys All Purchases 87 New Holdings 31 Increased Positions 56 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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