Caerus Investment Advisors, LLC New Holdings in Q3 2025

Caerus Investment Advisors, LLC

  • $237 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
14.5K
New
$130.68 - $186.97 $1.89M - $2.71M
14.5K $2.64M
PG
Procter & Gamble CO

Consumer Defensive
9.84K
New
$150.47 - $161.22 $1.48M - $1.59M
9.84K $1.51M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7.01K
New
$185.88 - $207.44 $1.3M - $1.45M
7.01K $1.41M
INTC
Intel Corp

Technology
41.3K
New
$19.31 - $35.5 $797K - $1.47M
41.3K $1.38M
PEP
Pepsico Inc

Consumer Defensive
9.83K
New
$133.81 - $152.16 $1.32M - $1.5M
9.83K $1.38M
CB
Chubb LTD

Financial Services
4.74K
New
$265.99 - $289.59 $1.26M - $1.37M
4.74K $1.34M
MRK
Merck & Co., Inc.

Healthcare
15.6K
New
$77.6 - $87.37 $1.21M - $1.36M
15.6K $1.31M
TSLA
Tesla, Inc.

Consumer Cyclical
2.88K
New
$293.94 - $444.72 $847K - $1.28M
2.88K $1.28M
RBLX
Roblox Corp

Communication Services
9.19K
New
$100.65 - $141.56 $925K - $1.3M
9.19K $1.27M
ADBE
Adobe Inc.

Technology
3.59K
New
$333.65 - $392.1 $1.2M - $1.41M
3.59K $1.27M
KMI
Kinder Morgan, Inc.

Energy
41.2K
New
$26.23 - $28.5 $1.08M - $1.17M
41.2K $1.17M
GE
General Electric CO

Industrials
3.81K
New
$244.75 - $305.63 $932K - $1.16M
3.81K $1.14M
VRSN
Verisign Inc

Technology
4K
New
$263.02 - $305.98 $1.05M - $1.22M
4K $1.12M
GD
General Dynamics Corp

Industrials
3.19K
New
$293.92 - $341.0 $936K - $1.09M
3.19K $1.09M
EXPE
Expedia Group, Inc.

Consumer Cyclical
5.07K
New
$171.01 - $228.24 $867K - $1.16M
5.07K $1.08M
ABNB
Airbnb, Inc.

Consumer Cyclical
8.9K
New
$118.3 - $142.16 $1.05M - $1.26M
8.9K $1.08M
WMT
Walmart Inc.

Consumer Defensive
9.72K
New
$94.4 - $104.27 $918K - $1.01M
9.72K $1M
VEEV
Veeva Systems Inc

Healthcare
3.34K
New
$269.2 - $297.91 $898K - $994K
3.34K $993K
ZS
Zscaler, Inc.

Technology
3.29K
New
$267.68 - $316.5 $880K - $1.04M
3.29K $984K
AVGO
Broadcom Inc.

Technology
2.98K
New
$264.74 - $369.57 $788K - $1.1M
2.98K $982K
GLD
Spdr Gold Trust

ETFs
2.73K
New
$300.96 - $355.47 $822K - $971K
2.73K $971K
ZM
Zoom Video Communications, Inc.

Technology
11.2K
New
$69.77 - $86.83 $778K - $969K
11.2K $920K
FDX
Fedex Corp

Industrials
3.85K
New
$217.1 - $243.2 $836K - $937K
3.85K $908K
COF
Capital One Financial Corp

Financial Services
4.21K
New
$207.29 - $229.74 $872K - $967K
4.21K $894K
EIX
Edison International

Utilities
16.1K
New
$50.42 - $56.35 $809K - $905K
16.1K $887K
AEP
American Electric Power CO Inc

Utilities
7.84K
New
$103.26 - $115.0 $809K - $901K
7.84K $881K
NTNX
Nutanix, Inc.

Technology
11.5K
New
$66.06 - $81.12 $759K - $932K
11.5K $855K
FTI
Technip Fmc PLC

Energy
21.4K
New
$32.19 - $40.89 $689K - $875K
21.4K $844K
WELL
Welltower Inc.

Real Estate
4.61K
New
$150.71 - $178.14 $695K - $821K
4.61K $821K
MEDP
Medpace Holdings, Inc.

Healthcare
1.58K
New
$308.88 - $514.16 $487K - $811K
1.58K $810K
GM
General Motors CO

Consumer Cyclical
13K
New
$48.89 - $61.24 $635K - $795K
13K $791K
JBHT
Hunt J B Transport Services Inc

Industrials
5.86K
New
$130.65 - $154.66 $765K - $906K
5.86K $786K
CVX
Chevron Corp

Energy
5.04K
New
$145.57 - $161.83 $734K - $816K
5.04K $782K
BAC
Bank Of America Corp

Financial Services
15.2K
New
$44.92 - $52.42 $681K - $795K
15.2K $782K
MA
Mastercard Inc

Financial Services
1.37K
New
$550.18 - $598.96 $752K - $818K
1.37K $776K
RE
Everest Re Group LTD

Financial Services
2.09K
New
N/A
2.09K $775K
FIX
Comfort Systems Usa Inc

Industrials
929
New
$521.66 - $825.18 $485K - $767K
929 $766K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.67K
New
$311.12 - $482.13 $520K - $806K
1.67K $762K
PSX
Phillips 66

Energy
5.53K
New
$118.37 - $139.46 $655K - $772K
5.53K $752K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.33K
New
$534.91 - $598.71 $711K - $796K
1.33K $747K
BBY
Best Buy CO Inc

Consumer Cyclical
9.84K
New
$64.12 - $78.46 $631K - $772K
9.84K $744K
NDAQ
Nasdaq, Inc.

Financial Services
8.09K
New
$86.73 - $96.94 $702K - $784K
8.09K $715K
MOS
Mosaic CO

Basic Materials
20.5K
New
$30.93 - $37.81 $635K - $777K
20.5K $712K
FNDE
Schwab Fundamental Emerging Mk

ETFs
19.6K
New
$33.13 - $36.31 $651K - $713K
19.6K $710K
AZO
Autozone Inc

Consumer Cyclical
164
New
$3649.42 - $4354.54 $599K - $714K
164 $703K
DKNG
Draft Kings Inc.

Consumer Cyclical
18.6K
New
$37.4 - $48.23 $697K - $899K
18.6K $696K
BWA
Borgwarner Inc

Consumer Cyclical
15.5K
New
$34.53 - $44.44 $535K - $689K
15.5K $681K
LYFT
Lyft, Inc.

Technology
30.8K
New
$13.41 - $22.93 $414K - $707K
30.8K $678K
PNFP
Pinnacle Financial Partners Inc

Financial Services
7.19K
New
$86.13 - $119.63 $620K - $861K
7.19K $674K
Activity Summary
Buys All Purchases 254 New Holdings 236 Increased Positions 18 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 1 Puts 0
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