Caerus Investment Advisors, LLC has filed its 13F form on November 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $237 Million distributed in 270 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $19.3M, Global X Fds S&P 500 Covered C with a value of $12.5M, Spdr S&P 500 ETF Trust with a value of $11.8M, Global X Fdsnasdaq 100 Covered with a value of $11.2M, and Alphabet Inc. with a value of $10.1M.
Examining the 13F form we can see an increase of $134M in the current position value, from $103M to 237M.
Below you can find more details about Caerus Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$237 Million
ETFs: $89.9 Million
Technology: $39.7 Million
Communication Services: $20.5 Million
Financial Services: $18.1 Million
Consumer Cyclical: $16.5 Million
Healthcare: $15 Million
Industrials: $12.4 Million
Energy: $7.7 Million
Other: $17.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
