Caerus Investment Advisors, LLC Portfolio Holdings
Caerus Investment Advisors, LLC
- $103 Million
- Q1 2024
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.