Caerus Investment Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $103 Million distributed in 34 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 $14.5M, Global X Fds S&P 500 Covered C with a value of $11.4M, Alphabet Inc. with a value of $9.84M, J P Morgan Exchange Traded Fd with a value of $9.72M, and Spdr S&P 500 ETF Trust with a value of $9.17M.

Examining the 13F form we can see an decrease of $1.47M in the current position value, from $104M to 103M.

Below you can find more details about Caerus Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $103 Million
ETFs: $78.7 Million
Communication Services: $11.9 Million
Technology: $5.38 Million
Consumer Cyclical: $3.62 Million
Financial Services: $1.79 Million
Industrials: $1.31 Million
Energy: $228,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 34
  • Current Value $103 Million
  • Prior Value $104 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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