Caerus Investment Advisors, LLC Portfolio Holdings by Sector
Caerus Investment Advisors, LLC
- $105 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO QYLD XYLD SPY IWM EFA DFAC JEPI 14 stocks |
$80,348
76.71% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$12,864
12.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,960
3.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,412
1.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,053
1.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$951
0.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$904
0.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP V 2 stocks |
$895
0.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$824
0.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Trucking | Industrials
ODFL 1 stocks |
$577
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TMUS 1 stocks |
$310
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$241
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$238
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
LAZR 1 stocks |
$163
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|