Caerus Investment Advisors, LLC Top Holdings and 13F Report (2025) About Caerus Investment Advisors, LLCInvestment ActivityCaerus Investment Advisors, LLC has $104.90 million in total holdings as of June 30, 2025.Caerus Investment Advisors, LLC owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.80% of the portfolio was purchased this quarter.About 7.10% of the portfolio was sold this quarter.This quarter, Caerus Investment Advisors, LLC has purchased 30 new stocks and bought additional shares in 3 stocks.Caerus Investment Advisors, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $16,330,863Global X S&P 500 Covered Call ETF $12,432,257Alphabet $11,466,490SPDR S&P 500 ETF Trust $10,401,505Global X Nasdaq 100 Covered Call ETF $10,230,149 Largest New Holdings this Quarter 82889N640 - Simplify Treasury Option Income ETF $1,372,543 Holding82509L107 - Shopify $255,846 Holding146869102 - Carvana $216,665 Holding Largest Purchases this Quarter Simplify Treasury Option Income ETF 58,060 shares (about $1.37M)Shopify 2,218 shares (about $255.85K)Carvana 643 shares (about $216.67K)NVIDIA 154 shares (about $24.33K)Apple 59 shares (about $12.11K) Largest Sales this Quarter Global X Nasdaq 100 Covered Call ETF 123,692 shares (about $2.07M)Global X S&P 500 Covered Call ETF 41,356 shares (about $1.61M)JPMorgan Nasdaq Equity Premium Income ETF 26,383 shares (about $1.44M)JPMorgan Equity Premium Income ETF 24,822 shares (about $1.41M)SPDR S&P 500 ETF Trust 1,202 shares (about $742.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCaerus Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$16,330,863$7,952 ▲0.0%28,75015.6%ETFXYLDGlobal X S&P 500 Covered Call ETF$12,432,257$1,610,403 ▼-11.5%319,26711.9%ETFGOOGAlphabet$11,466,4900.0%64,64010.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,401,505$742,656 ▼-6.7%16,8359.9%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$10,230,149$2,068,130 ▼-16.8%611,8519.8%ManufacturingEFAiShares MSCI EAFE ETF$6,810,3560.0%76,1876.5%FinanceIWMiShares Russell 2000 ETF$6,576,8480.0%30,4786.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$4,517,309$11,791 ▼-0.3%126,0414.3%ETFJEPIJPMorgan Equity Premium Income ETF$3,785,625$1,411,125 ▼-27.2%66,5903.6%ETFAAPLApple$3,231,428$12,105 ▲0.4%15,7503.1%Computer and TechnologyDFUSDimensional U.S. Equity ETF$2,950,2200.0%44,0202.8%ETFDVYiShares Select Dividend ETF$2,436,7980.0%18,3482.3%ETFGOOGLAlphabet$1,985,0790.0%11,2641.9%Computer and TechnologyNVDANVIDIA$1,394,894$24,330 ▲1.8%8,8291.3%Computer and TechnologyBUCKSimplify Treasury Option Income ETF$1,372,543$1,372,543 ▲New Holding58,0601.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,275,872$1,435,206 ▼-52.9%23,4541.2%ETFMSFTMicrosoft$1,218,1570.0%2,4491.2%Computer and TechnologyAMZNAmazon.com$1,056,5820.0%4,8161.0%Retail/WholesaleSUREAdvisorShares Insiders Advantage ETF$695,4950.0%5,9200.7%ETFBRK.BBerkshire Hathaway$652,8750.0%1,3440.6%FinanceAXPAmerican Express$637,9600.0%2,0000.6%FinanceVVisa$455,8840.0%1,2840.4%Business ServicesNFLXNetflix$376,2960.0%2810.4%Consumer DiscretionaryMETAMeta Platforms$358,7120.0%4860.3%Computer and TechnologyJPMJPMorgan Chase & Co.$328,4680.0%1,1330.3%FinanceODFLOld Dominion Freight Line$276,235$170,740 ▼-38.2%1,7020.3%TransportationVIGVanguard Dividend Appreciation ETF$270,1640.0%1,3200.3%ETFSHOPShopify$255,846$255,846 ▲New Holding2,2180.2%Computer and TechnologyTMUST-Mobile US$252,0790.0%1,0580.2%Computer and TechnologyXOMExxon Mobil$231,5540.0%2,1480.2%EnergySDYSPDR S&P Dividend ETF$217,1680.0%1,6000.2%ETFCVNACarvana$216,665$216,665 ▲New Holding6430.2%Retail/WholesaleBABAAlibaba Group$206,2930.0%1,8190.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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