Caerus Investment Advisors, LLC Portfolio Holdings by Sector
Caerus Investment Advisors, LLC
- $103 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO XYLD SPY QYLD EFA IWM DFAC JEPI 14 stocks |
$78,199
76.08% of portfolio
|
  1  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$13,809
13.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,231
3.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN CVNA BABA 3 stocks |
$1,478
1.44% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1,394
1.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,218
1.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP V 2 stocks |
$1,092
1.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$652
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$376
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$328
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Trucking | Industrials
ODFL 1 stocks |
$276
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP 1 stocks |
$255
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TMUS 1 stocks |
$252
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$231
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|