Caerus Investment Advisors, LLC Closed Holding Positions

Caerus Investment Advisors, LLC

  • $105 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PUBM
Pub Matic, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
11,911
$15.89 - $27.96 $189K - $333K
WISH
Context Logic Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
61,943
$1.7 - $3.22 $105K - $199K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on May 13, 2022
1,000
$143.22 - $164.21 $143K - $164K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,000
$202.19 - $259.81 $202K - $260K
VTV
Vanguard Value ETF

ETFs
Q1 2022 Filed on May 13, 2022
1,498
$140.46 - $150.33 $210K - $225K
VV
Vanguard Large Cap ETF

ETFs
Q1 2022 Filed on May 13, 2022
1,512
$191.25 - $221.63 $289K - $335K
BNDX
Vanguard Total International B

ETFs
Q1 2022 Filed on May 13, 2022
3,706
$52.1 - $55.0 $193K - $204K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 13, 2022
2,376
$49.51 - $57.27 $118K - $136K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2022 Filed on May 13, 2022
6,607
$33.67 - $39.47 $222K - $261K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on May 13, 2022
870
$190.54 - $255.46 $166K - $222K
MARK
Remark Holdings, Inc.

Technology
Q1 2022 Filed on May 13, 2022
31,811
$0.66 - $1.03 $21K - $32.8K
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on May 13, 2022
1,304
$141.29 - $188.69 $184K - $246K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
1,314
$93.61 - $194.94 $123K - $256K
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2022 Filed on May 13, 2022
500
$359.99 - $441.51 $180K - $221K
LYFT
Lyft, Inc.

Technology
Q1 2022 Filed on May 13, 2022
6,771
$34.48 - $44.95 $233K - $304K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2022 Filed on May 13, 2022
2,182
$93.09 - $107.63 $203K - $235K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2022 Filed on May 13, 2022
1,601
$477.32 - $576.47 $764K - $923K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
1,500
$93.61 - $194.94 $140K - $292K
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