Delos Wealth Advisors, LLC
Top Portfolio Positions
138 positions ·
$58,800,294 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
19,239 | $8,278,349 | 14.08% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
39,452 | $8,007,966 | 13.62% | |
| AAPL |
Apple Inc.
Technology
|
28,151 | $7,144,442 | 12.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
54,727 | $6,801,471 | 11.57% | |
| MSFT |
Microsoft Corp
Technology
|
14,636 | $5,417,808 | 9.21% | |
| LNT |
Alliant Energy Corp
Utilities
|
72,634 | $5,212,215 | 8.86% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,770 | $3,097,021 | 5.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,946 | $2,487,993 | 4.23% | |
| IBM |
International Business Machines Corp
Technology
|
4,164 | $1,009,311 | 1.72% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,637 | $956,373 | 1.63% |
Portfolio Trend
20 quarters · across all stocks
Holdings in UDN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,520 | 3,140 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $56,270 | 3,085 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $54,785 | 2,911 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,734 | 2,207 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $38,867 | 2,326 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $958,856 | 50,626 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $883,436 | 49,354 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,135,294 | 63,107 | Shares | Sole | 2024-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||