Caerus Investment Advisors, LLC Portfolio Holdings by Sector
Caerus Investment Advisors, LLC
- $103 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO XYLD QYLD SPY EFA IWM JEPI DFAC 14 stocks |
$81,188
78.79% of portfolio
|
  5  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$12,119
11.76% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,485
3.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$1,156
1.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP V 2 stocks |
$987
0.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$940
0.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$919
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$715
0.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Trucking | Industrials
ODFL 1 stocks |
$455
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TMUS 1 stocks |
$282
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$277
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$262
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$255
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|