Delos Wealth Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Delos Wealth Advisors, LLC reported 198 stock positions worth $125.5 million. Its top holding was SS Spdrb B 3-12M T-Bill ETF (BILS) at 9.6% of the portfolio, followed by Apple (AAPL, 5.4%) and BBLX Irm Tax-Aware S Dur ETF (TAXX, 4.8%). Compared with Q3 2024, it opened 31 new positions, sold out of 16, added to 55 and reduced 18. The biggest buy was BBLX Irm Tax-Aware S Dur ETF (TAXX, shares +4565%) and the biggest sale PIMCO 25+ YR Zero CPN US Tif (ZROZ, shares −97%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0001878326
Portfolio Value
$125.5M (Q4 2024)
SEC Filing
0001878326-25-000001 ↗ filed Feb 12, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $89.0M Q1 2024 Q2 2024: $103.5M Q2 2024 Q3 2024: $114.5M Q3 2024 Q4 2024: $125.5M $125.5M Q4 2024 Q1 2025: $126.3M Q1 2025 Q2 2025: $128.1M Q2 2025 Q3 2025: $148.2M Q3 2025 Q4 2025: $151.5M Q4 2025 Q1 2026: $174.7M Q1 2026 Q2 2026: $194.6M Q2 2026

Holdings 198 stocks · $125.5M
BILS SS Spdrb B 3-12M T-Bill ETF 9.58% 121,237 $12.0M Reduce -3.4%
AAPL Apple Inc. 5.40% 27,052 $6.8M Add +135.3%
TAXX BBLX Irm Tax-Aware S Dur ETF 4.82% 120,181 $6.1M Add +4565.4%
MSFT Microsoft Corp. 4.60% 13,687 $5.8M Add +32.8%
FXU First Trust Utilities Alphad 4.41% 146,203 $5.5M Add +6.5%
GLD SPDR Gold Shares 3.75% 19,436 $4.7M Add +9.2%
WMT Walmart Inc. 3.71% 51,505 $4.7M Add +2.7%
TDTT NT Iboxx 3Y Dur Tips ETF 3.66% 194,658 $4.6M Add +9.3%
XLV SS Health Care Select Sector 3.42% 31,242 $4.3M Add +9.3%
QUAL iShares MSCI USA Quality Fac 3.39% 23,897 $4.3M Add +4.7%
JQUA JPMorgan US Quality Factor 3.22% 70,513 $4.0M Add +7.9%
LNT Alliant Energy Corp. 3.06% 65,004 $3.8M Add +11.7%
SPHD Invesco S&P 500 High Dividen 2.70% 70,191 $3.4M Add +8.6%
AEM Agnico Eagle Mines Ltd. 2.66% 42,741 $3.3M Add +5.3%
XLP SS Consumer Staples Sel Sect 2.48% 39,540 $3.1M Add +8.6%
POWA Invesco Bloomberg Pricing Po 2.42% 37,313 $3.0M Add +7.6%
AGG iShares Core U.S. Aggregate 2.39% 30,996 $3.0M Add +25.4%
FTCS First Trust Capital Strength 2.33% 33,273 $2.9M Add +8.7%
USMV iShares MSCI USA Min Vol Fac 2.21% 31,244 $2.8M Add +12.8%
JMOM JPMorgan US Momentum Factor 2.09% 45,035 $2.6M Add +7.0%
AMZN Amazon.com Inc. 1.98% 11,332 $2.5M Add +5.9%
JPST JPMorgan Ultra-Short Income 1.90% 47,466 $2.4M Add +3.4%
QTEC First Trust Nasdq 100 Tech I 1.77% 11,823 $2.2M Add +6.7%
KBWB Invesco KBW Bank ETF 1.76% 33,842 $2.2M Add +11.4%
INDA iShares MSCI India ETF 1.76% 41,915 $2.2M Add +16.7%
RPG Invesco S&P 500 Pure Growth 1.75% 53,186 $2.2M Add +6.7%
GOOGL Alphabet Inc. Class A 1.62% 10,747 $2.0M Add +8.5%
SMH Vaneck Semiconductor ETF 1.42% 7,359 $1.8M Add +16.7%
IWM iShares Russell 2000 ETF 1.36% 7,700 $1.7M Add +25.4%
EMLC Vaneck JPM Em Local Curr BND 1.30% 70,520 $1.6M Add +12.4%
RSP Invesco S&P 500 Equal Weight 1.28% 9,194 $1.6M Add +19.1%
IAK iShares U.S. Insurance ETF 0.77% 7,672 $970K Add +41.2%
ET Energy Transfer LP 0.76% 48,914 $958K Add +43.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.74% 4,200 $923K No change
COP Conocophillips 0.56% 7,028 $697K Add +472.3%
FMB First Trust Managed Municipa 0.53% 13,030 $665K No change
KBA Kraneshares Bosera MSCI Chin 0.38% 20,363 $478K Reduce -22.6%
PEP Pepsico Inc. 0.34% 2,802 $426K No change
ORCL Oracle Corp. 0.33% 2,500 $417K No change
XOM Exxon Mobil Corp. 0.31% 3,611 $388K Reduce -8.1%
JNJ Johnson & Johnson 0.29% 2,530 $366K Add +3.3%
RSPU Invesco S&P 500 Equal Weight 0.27% 5,216 $343K Reduce -1.5%
CVX Chevron Corp. 0.27% 2,357 $341K No change
GOOG Alphabet Inc. Class C 0.26% 1,736 $331K Reduce -4.1%
BRK.B Berkshire Hathaway Inc. Class B 0.24% 671 $304K Add +11.7%
KO The Coca-Cola Co. 0.22% 4,500 $280K No change
IVV iShares Core S&P 500 ETF 0.20% 430 $253K Add +1.4%
INTC Intel Corp. 0.17% 10,505 $211K Add +9.7%
RPV Invesco S&P 500 Pure Value E 0.15% 2,076 $187K Reduce -1.0%
FXL First Trust Technology Alpha 0.15% 1,254 $186K No change
EFA iShares MSCI Eafe ETF 0.14% 2,355 $178K No change
FXH First Trust Health Care Alph 0.14% 1,648 $172K No change
PG The Procter & Gamble Co. 0.13% 1,000 $168K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 1,229 $137K New
XLI SS Industrial Select Sector 0.10% 992 $131K Reduce -2.5%
VLO Valero Energy Corp. 0.10% 1,000 $123K No change
WM Waste Management Inc. 0.09% 565 $114K Reduce -21.3%
GDX Vaneck Gold Miners ETF 0.09% 3,261 $111K Reduce -3.0%
UUP Invesco DB US Dollar Index B 0.09% 3,702 $109K Reduce -2.7%
STLD Steel Dynamics Inc. 0.09% 948 $108K No change
CAT Caterpillar Inc. 0.07% 257 $93K No change
MCD McDonald's Corp. 0.07% 316 $92K Add +5.3%
TRGP Targa Resources Corp. 0.07% 500 $89K No change
IXUS iShares Core Intl Stock ETF 0.07% 1,349 $89K Add +4.3%
XEL Xcel Energy Inc. 0.06% 1,200 $81K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.06% 2,000 $77K No change
FXY Invesco Currencyshares Japan 0.06% 1,184 $69K Reduce -2.9%
NVDA Nvidia Corp. 0.05% 493 $66K Add +134.8%
RRC Range Resources Corp. 0.05% 1,700 $61K No change
DINO HF Sinclair Corp. 0.05% 1,700 $60K No change
TLT iShares 20+ Year Treasury BD 0.05% 656 $57K Reduce -97.3%
BNDX Vanguard Total Intl Bond ETF 0.05% 1,167 $57K No change
XLE SS Energy Select Sector 0.05% 661 $57K Reduce -2.9%
V Visa Inc. Class A 0.04% 175 $55K Add +2.9%
ZROZ PIMCO 25+ YR Zero CPN US Tif 0.04% 773 $53K Reduce -97.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.04% 628 $48K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 76 $45K Add +123.5%
VOO Vanguard S&P 500 ETF 0.03% 80 $43K Add +166.7%
DKNG Draftkings Inc. Class A 0.03% 1,100 $41K No change
TSLA Tesla Inc. 0.03% 100 $40K Add +300.0%
MRK Merck & Co. Inc. 0.03% 400 $40K No change
UDN Invesco DB US Dollar Index B 0.03% 2,326 $39K Reduce -95.4%
AXP American Express Co. 0.03% 126 $37K Add +26.0%
SPHB Invesco S&P 500 High Beta Et 0.03% 388 $34K No change
XLB SS Materials Select Sector 0.03% 404 $34K Reduce -5.2%
ETN Eaton Corp. PLC 0.03% 100 $33K No change
VGK Vanguard Ftse Europe ETF 0.02% 461 $29K No change
NLY Annaly Capital Management Inc. 0.02% 1,503 $28K No change
AMGN Amgen Inc. 0.02% 100 $26K No change
META Meta Platforms Inc. Class A 0.02% 43 $25K No change
MS Morgan Stanley 0.02% 200 $25K No change
MBB iShares MBS ETF 0.02% 273 $25K Reduce -90.7%
MDT Medtronic PLC 0.02% 310 $25K No change
CSCO Cisco Systems Inc. 0.02% 371 $22K Add +19.3%
BND Vanguard Total Bond Market 0.02% 300 $22K No change
MPC Marathon Petroleum Corp. 0.02% 149 $21K No change
BA The Boeing Co. 0.01% 100 $18K No change
XLK SS Technology Select Sector 0.01% 75 $17K No change
VSAT Viasat Inc. 0.01% 2,000 $17K New
MKC.V McCormick & Co. Inc. VTG Com 0.01% 210 $16K Reduce -92.3%
JPM JPMorgan Chase & Co. 0.01% 64 $15K Add +113.3%
PLTR Palantir Technologies Inc. Class A 0.01% 200 $15K No change
HOOD Robinhood Markets Inc. Class A 0.01% 400 $15K New
KD Kyndryl Holdings Inc. 0.01% 420 $15K No change
VCIT Vanguard Int-Term Corporate 0.01% 180 $14K No change
IDU iShares US Utilities ETF 0.01% 150 $14K Add +50.0%
AVGO Broadcom Inc. 0.01% 60 $14K No change
USIG iShares Broad Usd Investment 0.01% 268 $13K Add +6.8%
UEC Uranium Energy Corp. 0.01% 2,000 $13K Add +100.0%
AAL American Airlines Group Inc. 0.01% 711 $12K No change
CMG Chipotle Mexican Grill Inc. 0.01% 200 $12K No change
EWJ iShares MSCI Japan ETF 0.01% 152 $10K No change
PFE Pfizer Inc. 0.01% 350 $9K No change
LLY Eli Lilly & Co. 0.01% 12 $9K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.01% 75 $9K No change
PINK Simplify Health Care ETF 0.01% 300 $9K No change
LOW Lowe's Cos Inc. 0.01% 34 $8K No change
ITW Illinois Tool Works 0.01% 33 $8K Add +94.1%
NOV Nov Inc. 0.01% 500 $7K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.01% 25 $7K New
CONTEXTLOGIC INC - A 0.01% 1,017 $7K No change
VGLT Vanguard Long-Term Treasury 0.01% 126 $7K No change
IEF iShares 7-10 Year Treasury B 0.01% 75 $7K No change
URA Global X Uranium ETF 0.01% 250 $7K No change
BSX Boston Scientific Corp. 0.01% 74 $7K New
SHW The Sherwin-Williams Co. 0.00% 18 $6K New
CRM Salesforce Inc. 0.00% 18 $6K New
LIN Linde PLC 0.00% 14 $6K New
EWC iShares MSCI Canada ETF 0.00% 142 $6K No change
IYT iShares US Transportation Et 0.00% 84 $6K No change
ROST Ross Stores Inc. 0.00% 34 $5K New
CCJ Cameco Corp. 0.00% 100 $5K New
QQQ Invesco QQQ Trust Series 1 0.00% 10 $5K New
EPP iShares MSCI Pacific Ex Japa 0.00% 112 $5K No change
ADI Analog Devices Inc. 0.00% 23 $5K No change
KLAC KLA Corp. 0.00% 7 $4K New
PAYX Paychex Inc. 0.00% 31 $4K No change
NEE Nextera Energy Inc. 0.00% 60 $4K New
SCHW Schwab (charles) Corp. 0.00% 58 $4K New
ACN Accenture PLC Class A 0.00% 12 $4K New
GD General Dynamics Corp. 0.00% 16 $4K No change
KHC The Kraft Heinz Co. 0.00% 132 $4K No change
ABT Abbott Laboratories 0.00% 35 $4K No change
FYBR Frontier Communications Pare 0.00% 112 $4K No change
ODFL Old Dominion Freight Line 0.00% 22 $4K New
ISRG Intuitive Surgical Inc. 0.00% 7 $4K No change
VWOB Vanguard Emerg MKTS Gov BND 0.00% 57 $4K No change
APLD Applied Digital Corp. 0.00% 464 $4K New
AZN Astrazeneca PLC-Spons ADR 0.00% 54 $4K New
BMY Bristol-Myers Squibb Co. 0.00% 60 $3K New
DE Deere & Co. 0.00% 8 $3K New
TXN Texas Instruments Inc. 0.00% 18 $3K New
T AT&T Inc. 0.00% 148 $3K Add +377.4%
ADP Automatic Data Processing 0.00% 18 $3K No change
APD Air Products & Chemicals Inc. 0.00% 11 $3K No change
LUV Southwest Airlines Co. 0.00% 90 $3K New
ROK Rockwell Automation Inc. 0.00% 10 $3K New
GILD Gilead Sciences Inc. 0.00% 30 $3K New
CLX Clorox Company 0.00% 17 $3K No change
AMT American Tower Corp. 0.00% 15 $3K New
MDLZ Mondelez International Inc. Class A 0.00% 42 $3K New
FDN First Trust DJ Internet Ind 0.00% 10 $2K No change
WOOD iShares Global Timber & Fore 0.00% 30 $2K No change
NKE Nike Inc. Class B 0.00% 30 $2K New
COPX Global X Copper Miners ETF 0.00% 56 $2K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.00% 5 $2K No change
SOFI Sofi Technologies Inc. 0.00% 125 $2K No change
BYD Boyd Gaming Corp. 0.00% 26 $2K No change
PANW Palo Alto Networks Inc. 0.00% 10 $2K No change
KMI Kinder Morgan Inc. 0.00% 64 $2K Add +1.6%
PMT Pennymac Mortgage Investment 0.00% 116 $1K No change
ASML ASML Holding NV-NY Reg SHS 0.00% 2 $1K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.00% 14 $1K New
MO Altria Group Inc. 0.00% 20 $1K New
ITB iShares U.S. Home Constructi 0.00% 10 $1K No change
HUM Humana Inc. 0.00% 4 $1K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 22 $958 No change
VTV Vanguard Mrngstr Val ETF-Aui 0.00% 5 $847 No change
EPD Enterprise Products Partners 0.00% 27 $844 Add +3.9%
BB Blackberry Ltd. 0.00% 200 $756 No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.00% 4 $738 No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 2 $685 No change
HAS Hasbro Inc. 0.00% 12 $656 No change
HPE Hewlett Packard Enterprise 0.00% 30 $641 No change
ABBV Abbvie Inc. 0.00% 3 $611 No change
IPAC iShares Core MSCI Pacific Et 0.00% 10 $611 No change
SOWG Sow Good Inc. 0.00% 250 $510 Add +66.7%
NOK Nokia Corp.-Spon ADR 0.00% 100 $443 No change
OXY Occidental Petroleum Corp. 0.00% 8 $399 No change
JNPR Juniper Networks Inc. 0.00% 10 $375 No change
GM General Motors Co. 0.00% 6 $322 No change
COIN Coinbase Global Inc. Class A 0.00% 1 $249 No change
IIPR Innovative Industrial Proper 0.00% 3 $210 No change
F Ford Motor Co. filed as FORD MTR CO 0.00% 16 $163 No change
SKT Tanger Inc. 0.00% 4 $147 No change
IDEV iShares Core MSCI Dev MKTS 0.00% 2 $129 No change
SPLASH BEVERAGE GROUP INC 0.00% 667 $108 No change
UWMC Uwm Holdings Corp. 0.00% 10 $59 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $56 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 2$56No change

Total filed on the 13F, all lines: $125.5M.

Portfolio Sells Q3 2024 → Q4 2024
ZROZ PIMCO 25+ YR Zero CPN US Tif Reduce -97.4% 0.04% −2.11
TLT iShares 20+ Year Treasury BD Reduce -97.3% 0.05% −2.08
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -3.4% 9.58% −1.35
UDN Invesco DB US Dollar Index B Reduce -95.4% 0.03% −0.81
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −0.44
USFR Wisdomtree Floating Rate Tre Sold out 0.00% −0.44
MBB iShares MBS ETF Reduce -90.7% 0.02% −0.23
KBA Kraneshares Bosera MSCI Chin Reduce -22.6% 0.38% −0.22
MKC.V McCormick & Co. Inc. VTG Com Reduce -92.3% 0.01% −0.18
SHY iShares 1-3 Year Treasury Bo Sold out 0.00% −0.10
XOM Exxon Mobil Corp. Reduce -8.1% 0.31% −0.09
RSPU Invesco S&P 500 Equal Weight Reduce -1.5% 0.27% −0.04
WM Waste Management Inc. Reduce -21.3% 0.09% −0.04
GDX Vaneck Gold Miners ETF Reduce -3.0% 0.09% −0.03
TSCO Tractor Supply Company Sold out 0.00% −0.02
XLI SS Industrial Select Sector Reduce -2.5% 0.10% −0.02
RPV Invesco S&P 500 Pure Value E Reduce -1.0% 0.15% −0.01
FXY Invesco Currencyshares Japan Reduce -2.9% 0.06% −0.01
CEG Constellation Energy Sold out 0.00% −0.01
XLB SS Materials Select Sector Reduce -5.2% 0.03% −0.01
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.01
XLE SS Energy Select Sector Reduce -2.9% 0.05% −0.01
UUP Invesco DB US Dollar Index B Reduce -2.7% 0.09% −0.01
PLUG Plug Power Inc. Sold out 0.00% −0.00
IYR iShares US Real Estate ETF Sold out 0.00% −0.00
FLRN SS SPDR BB Ig Float RT ETF Sold out 0.00% −0.00
LIVN Livanova PLC Sold out 0.00% −0.00
GOOG Alphabet Inc. Class C Reduce -4.1% 0.26% −0.00
VTRS Viatris Inc. Sold out 0.00% −0.00
BEP Brookfield Renewable Partner Sold out 0.00% −0.00
SE Sea Ltd.-ADR Sold out 0.00% −0.00
JD Jd.com Inc.-ADR Sold out 0.00% −0.00
APPN Appian Corp. Class A Sold out 0.00% −0.00
ATOS Atossa Therapeutics Inc. Sold out 0.00% −0.00

Portfolio Buys Q3 2024 → Q4 2024
TAXX BBLX Irm Tax-Aware S Dur ETF Add +4565.4% 4.82% +4.71
AAPL Apple Inc. Add +135.3% 5.40% +3.06
MSFT Microsoft Corp. Add +32.8% 4.60% +0.72
COP Conocophillips Add +472.3% 0.56% +0.44
ET Energy Transfer LP Add +43.5% 0.76% +0.29
AMZN Amazon.com Inc. Add +5.9% 1.98% +0.24
KBWB Invesco KBW Bank ETF Add +11.4% 1.76% +0.21
AGG iShares Core U.S. Aggregate Add +25.4% 2.39% +0.21
GOOGL Alphabet Inc. Class A Add +8.5% 1.62% +0.19
IWM iShares Russell 2000 ETF Add +25.4% 1.36% +0.17
WMT Walmart Inc. Add +2.7% 3.71% +0.17
IAK iShares U.S. Insurance ETF Add +41.2% 0.77% +0.16
DIS The Walt Disney Co. New 0.11% +0.11
RSP Invesco S&P 500 Equal Weight Add +19.1% 1.28% +0.07
SMH Vaneck Semiconductor ETF Add +16.7% 1.42% +0.07
RPG Invesco S&P 500 Pure Growth Add +6.7% 1.75% +0.04
NVDA Nvidia Corp. Add +134.8% 0.05% +0.03
TSLA Tesla Inc. Add +300.0% 0.03% +0.03
VOO Vanguard S&P 500 ETF Add +166.7% 0.03% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +123.5% 0.04% +0.02
VSAT Viasat Inc. New 0.01% +0.01
HOOD Robinhood Markets Inc. Class A New 0.01% +0.01
LLY Eli Lilly & Co. New 0.01% +0.01
JPM JPMorgan Chase & Co. Add +113.3% 0.01% +0.01
AXP American Express Co. Add +26.0% 0.03% +0.01
MSTR Strategy Inc. New 0.01% +0.01
BSX Boston Scientific Corp. New 0.01% +0.01
UEC Uranium Energy Corp. Add +100.0% 0.01% +0.01
SHW The Sherwin-Williams Co. New 0.00% +0.00
CRM Salesforce Inc. New 0.00% +0.00
LIN Linde PLC New 0.00% +0.00
CCJ Cameco Corp. New 0.00% +0.00
QQQ Invesco QQQ Trust Series 1 New 0.00% +0.00
ROST Ross Stores Inc. New 0.00% +0.00
KLAC KLA Corp. New 0.00% +0.00
NEE Nextera Energy Inc. New 0.00% +0.00
SCHW Schwab (charles) Corp. New 0.00% +0.00
ACN Accenture PLC Class A New 0.00% +0.00
V Visa Inc. Class A Add +2.9% 0.04% +0.00
ODFL Old Dominion Freight Line New 0.00% +0.00
CSCO Cisco Systems Inc. Add +19.3% 0.02% +0.00
APLD Applied Digital Corp. New 0.00% +0.00
AZN Astrazeneca PLC-Spons ADR New 0.00% +0.00
ITW Illinois Tool Works Add +94.1% 0.01% +0.00
BMY Bristol-Myers Squibb Co. New 0.00% +0.00
DE Deere & Co. New 0.00% +0.00
TXN Texas Instruments Inc. New 0.00% +0.00
IDU iShares US Utilities ETF Add +50.0% 0.01% +0.00
LUV Southwest Airlines Co. New 0.00% +0.00
ROK Rockwell Automation Inc. New 0.00% +0.00

Options Activity Q3 2024 → Q4 2024
INTC Intel Corp. call Sold out 10,000 $235Kbefore exit
ELF Elf Beauty Inc. call Sold out 500 $76Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 295$194.6MBILS, AAPL, FXU, TAXX, GLD
Q1 2026 250$174.7MBILS, GLD, FXU, AEM, AAPL
Q4 2025 251$151.5MBILS, GLD, AAPL, FXU, AEM
Q3 2025 281$148.2MBILS, MSFT, FXU, GLD, AEM
Q2 2025 257$128.1MBILS, MSFT, FXU, GLD, TAXX
Q1 2025 52$126.3MBILS, TAXX, FXU, AAPL, GLD
Q4 2024 198$125.5MBILS, AAPL, TAXX, MSFT, FXU
Q3 2024 183$114.5MBILS, FXU, MSFT, XLV, GLD
Q2 2024 341$103.5MBILS, FXU, SHY, XLV, TDTT
Q1 2024 346$89.0MBILS, SHY, TDTT, FXU, XLV