Caerus Investment Advisors

Caerus Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Caerus Investment Advisors

Caerus Investment Advisors holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 14.2 $15M 28k 538.81
Global X Fds S&p 500 Covered (XYLD) 12.8 $14M 325k 41.90
Global X Fds Nasdaq 100 Cover (QYLD) 11.7 $13M 685k 18.22
Alphabet Cap Stk Cl C (GOOG) 11.6 $12M 65k 190.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.8 $8.3M 14k 586.08
Ishares Tr Russell 2000 Etf (IWM) 6.4 $6.8M 31k 220.96
Ishares Tr Msci Eafe Etf (EFA) 5.4 $5.8M 77k 75.61
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.7 $5.0M 87k 57.53
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.1 $4.4M 126k 34.59
Apple (AAPL) 4.0 $4.2M 17k 250.42
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.7 $2.8M 50k 56.38
Dimensional Etf Trust Us Equity Market (DFUS) 2.6 $2.8M 44k 63.75
Ishares Tr Select Divid Etf (DVY) 2.3 $2.4M 18k 131.29
Alphabet Cap Stk Cl A (GOOGL) 1.9 $2.0M 11k 189.29
Amazon (AMZN) 1.0 $1.1M 4.8k 219.39
NVIDIA Corporation (NVDA) 1.0 $1.1M 7.8k 134.29
Microsoft Corporation (MSFT) 1.0 $1.0M 2.4k 421.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $812k 1.8k 453.28
Advisorshares Tr Insider Advanta (SURE) 0.6 $689k 5.9k 116.40
American Express Company (AXP) 0.6 $594k 2.0k 296.79
Old Dominion Freight Line (ODFL) 0.5 $499k 2.8k 176.40
Visa Com Cl A (V) 0.4 $406k 1.3k 316.04
Metropcs Communications (TMUS) 0.3 $332k 1.5k 220.73
Meta Platforms Cl A (META) 0.3 $275k 470.00 585.51
JPMorgan Chase & Co. (JPM) 0.3 $272k 1.1k 239.71
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $259k 1.3k 195.83
Netflix (NFLX) 0.2 $251k 281.00 891.32
Block Cl A (XYZ) 0.2 $222k 2.6k 84.99
Exxon Mobil Corporation (XOM) 0.2 $221k 2.1k 107.57
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $211k 1.6k 132.10
Luminar Technologies Com New Cl A (LAZR) 0.1 $65k 12k 5.38