Caerus Investment Advisors, LLC Portfolio Holdings by Sector
Caerus Investment Advisors, LLC
- $106 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO XYLD QYLD SPY IWM EFA JEPI DFAC 14 stocks |
$80,046
75.78% of portfolio
|
  4  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$14,624
13.85% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,214
3.99% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT SQ 2 stocks |
$1,253
1.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,056
1.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1,052
1.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP V 2 stocks |
$998
0.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$811
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Trucking | Industrials
ODFL 1 stocks |
$498
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TMUS 1 stocks |
$331
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$271
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$250
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$221
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|