Delos Wealth Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $139 Million distributed in 290 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 3 12 Month T Bi with a value of $12M, Microsoft Corp with a value of $7M, First Tr Exchange Traded Fd Ut with a value of $6.94M, Spdr Gold Trust with a value of $6.85M, and Agnico Eagle Mines LTD with a value of $6.77M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $119M to 139M.
Delos Wealth Advisors, LLC is based out at Dallas, TX
Below you can find more details about Delos Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$139 Million
ETFs: $92.4 Million
Technology: $16.7 Million
Basic Materials: $6.92 Million
Consumer Defensive: $6.44 Million
Utilities: $4.95 Million
Communication Services: $3.31 Million
Consumer Cyclical: $3.06 Million
Energy: $2.53 Million
Other: $2.41 Million
Stock Holdings Table Market Cap. of $200 Billions or more
