Caerus Investment Advisors »

Hldgs shares owned by Caerus Investment Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Caerus Investment Advisors from 13F filings

Historical chart of Caerus Investment Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Caerus Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hldgs by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $318k 2.8k 111.82

More positions owned by Caerus Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Figma Class A Com Stk (FIG)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Nasdaq 100 Cover (QYLD)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)

View all positions for Caerus Investment Advisors

Top funds holding Hldgs

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
PRIMECAP Management Company
Sanders Capital
FMR
State Street Corporation
Citadel Advisors
Geode Capital Management
Susquehanna International
Capital World Investors
Dimensional Fund Advisors
Barclays
Par Capital Management
Jane Street

View all funds holding Hldgs