Caerus Investment Advisors, LLC Portfolio Holdings

Caerus Investment Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $105 Million distributed in 30 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 $15.6M, Global X Fdsnasdaq 100 Covered with a value of $14.7M, Global X Fds S&P 500 Covered C with a value of $13.3M, Alphabet Inc. with a value of $10.8M, and Spdr S&P 500 ETF Trust with a value of $8.96M.

Examining the 13F form we can see an increase of $3.18M in the current position value, from $102M to 105M.

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