Top 50 Delos Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | 7.19% | 126.3K | $12.6M | +5.42%(+6.49K) | $99.54(-0.27%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.74% | 19.2K | $8.3M | +0.67%(+128) | $203.82(+109.60%) | 2026-03-31 | |
| FXU | FIRST TR EXCHANGE-TRADED FD | 4.64% | 163.4K | $8.1M | +5.10%(+7.93K) | $35.00(+37.56%) | 2026-03-31 | |
| AEM | AGNICO EAGLE MINES LTD | 4.58% | 39.5K | $8.0M | +0.91%(+357) | $61.43(+213.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.09% | 28.2K | $7.1M | +7.07%(+1.86K) | $206.10(+44.69%) | 2026-03-31 | |
| WMT | WALMART INC | 3.89% | 54.7K | $6.8M | +6.21%(+3.20K) | $59.18(+123.84%) | 2026-03-31 | |
| TAXX | BONDBLOXX ETF TRUST | 3.86% | 133.4K | $6.7M | +10.95%(+13.16K) | $50.61(+0.06%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.1% | 14.6K | $5.4M | +8.25%(+1.12K) | $390.32(+4.90%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 3.08% | 36.7K | $5.4M | +11.98%(+3.92K) | $135.94(+7.86%) | 2026-03-31 | |
| LNT | ALLIANT ENERGY CORP | 2.98% | 72.6K | $5.2M | +7.11%(+4.82K) | $56.45(+28.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.58% | +28.02% |
| Top 20 Holdings Unweighted | +10.11% | +33.49% |
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