Caerus Investment Advisors

Caerus Investment Advisors as of March 31, 2025

Portfolio Holdings for Caerus Investment Advisors

Caerus Investment Advisors holds 30 positions in its portfolio as reported in the March 2025 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 29k 513.91
Global X Fds S&p 500 Covered (XYLD) 13.7 $14M 361k 39.49
Global X Fds Nasdaq 100 Cover (QYLD) 11.8 $12M 736k 16.63
Alphabet Cap Stk Cl C (GOOG) 9.7 $10M 65k 156.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.7 $10M 18k 559.39
Ishares Tr Msci Eafe Etf (EFA) 6.0 $6.2M 76k 81.73
Ishares Tr Russell 2000 Etf (IWM) 5.9 $6.1M 31k 199.49
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.0 $5.2M 91k 57.14
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.0 $4.2M 126k 32.99
Apple (AAPL) 3.4 $3.5M 16k 222.13
Dimensional Etf Trust Us Equity Market (DFUS) 2.6 $2.7M 44k 60.48
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.5 $2.6M 50k 51.78
Ishares Tr Select Divid Etf (DVY) 2.4 $2.5M 18k 134.29
Alphabet Cap Stk Cl A (GOOGL) 1.7 $1.7M 11k 154.64
NVIDIA Corporation (NVDA) 0.9 $940k 8.7k 108.38
Microsoft Corporation (MSFT) 0.9 $919k 2.4k 375.39
Amazon (AMZN) 0.9 $916k 4.8k 190.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $716k 1.3k 532.58
Advisorshares Tr Insider Advanta (SURE) 0.6 $660k 5.9k 111.52
American Express Company (AXP) 0.5 $538k 2.0k 269.05
Old Dominion Freight Line (ODFL) 0.4 $456k 2.8k 165.45
Visa Com Cl A (V) 0.4 $450k 1.3k 350.46
Metropcs Communications (TMUS) 0.3 $282k 1.1k 266.71
Meta Platforms Cl A (META) 0.3 $280k 486.00 576.36
JPMorgan Chase & Co. (JPM) 0.3 $278k 1.1k 245.30
Netflix (NFLX) 0.3 $262k 281.00 932.53
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $256k 1.3k 193.99
Exxon Mobil Corporation (XOM) 0.2 $256k 2.1k 118.93
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $241k 1.8k 132.23
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $217k 1.6k 135.68