Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DELOS WEALTH ADVISORS LLC | 05-09-2024 | 03-31-2024 | 349 | 89,004,301 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 201 | $8,661 | 34 | 0.00 | 0.00 | -8 | -19.05 | 03-31-2024 |
| QUALCOMM INC | COM | 202 | $8,550 | 51 | 0.00 | 0.00 | 22 | 75.86 | 03-31-2024 |
| ROSS STORES INC | COM | 203 | $8,513 | 58 | 0.00 | 58 | +Inf | 03-31-2024 | |
| FIDELITY COVINGTON TRUST | DIVID ETF RISI | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
