Caerus Investment Advisors, LLC Top Holdings and 13F Report (2025) About Caerus Investment Advisors, LLCInvestment ActivityCaerus Investment Advisors, LLC has $103.73 million in total holdings as of March 31, 2025.Caerus Investment Advisors, LLC owns shares of 30 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.19% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, Caerus Investment Advisors, LLC has purchased 31 new stocks and bought additional shares in 9 stocks.Caerus Investment Advisors, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $14,767,718Global X S&P 500 Covered Call ETF $14,241,002Global X Nasdaq 100 Covered Call ETF $12,232,080Alphabet $10,098,707SPDR S&P 500 ETF Trust $10,089,717 Largest New Holdings this Quarter 01609W102 - Alibaba Group $240,526 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 3,842 shares (about $2.15M)Global X S&P 500 Covered Call ETF 35,740 shares (about $1.41M)Global X Nasdaq 100 Covered Call ETF 51,081 shares (about $849.48K)Vanguard S&P 500 ETF 599 shares (about $307.83K)Alibaba Group 1,819 shares (about $240.53K) Largest Sales this Quarter Apple 1,139 shares (about $253.01K)Berkshire Hathaway 447 shares (about $238.06K)T-Mobile US 446 shares (about $118.95K)iShares Russell 2000 ETF 374 shares (about $74.61K)iShares MSCI EAFE ETF 294 shares (about $24.03K) 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$14,767,718$307,832 ▲2.1%28,73614.2%ETFXYLDGlobal X S&P 500 Covered Call ETF$14,241,002$1,411,373 ▲11.0%360,62313.7%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$12,232,080$849,477 ▲7.5%735,54311.8%ManufacturingGOOGAlphabet$10,098,7070.0%64,6409.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,089,717$2,149,176 ▲27.1%18,0379.7%FinanceEFAiShares MSCI EAFE ETF$6,226,764$24,029 ▼-0.4%76,1876.0%FinanceIWMiShares Russell 2000 ETF$6,080,056$74,609 ▼-1.2%30,4785.9%FinanceJEPIJPMorgan Equity Premium Income ETF$5,223,271$239,759 ▲4.8%91,4125.0%ETFDFACDimensional U.S. Core Equity 2 ETF$4,168,9460.0%126,3704.0%ETFAAPLApple$3,485,442$253,006 ▼-6.8%15,6913.4%Computer and TechnologyDFUSDimensional U.S. Equity ETF$2,662,3300.0%44,0202.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,580,537$19,262 ▼-0.7%49,8372.5%ETFDVYiShares Select Dividend ETF$2,463,9530.0%18,3482.4%ETFGOOGLAlphabet$1,741,852$77,319 ▲4.6%11,2641.7%Computer and TechnologyNVDANVIDIA$940,197$91,039 ▲10.7%8,6750.9%Computer and TechnologyMSFTMicrosoft$919,3300.0%2,4490.9%Computer and TechnologyAMZNAmazon.com$916,2920.0%4,8160.9%Retail/WholesaleBRK.BBerkshire Hathaway$715,788$238,063 ▼-25.0%1,3440.7%FinanceSUREAdvisorShares Insiders Advantage ETF$660,1710.0%5,9200.6%ETFAXPAmerican Express$538,1000.0%2,0000.5%FinanceODFLOld Dominion Freight Line$455,649$12,243 ▼-2.6%2,7540.4%TransportationVVisa$449,9910.0%1,2840.4%Business ServicesTMUST-Mobile US$282,179$118,953 ▼-29.7%1,0580.3%Computer and TechnologyMETAMeta Platforms$280,111$9,222 ▲3.4%4860.3%Computer and TechnologyJPMJPMorgan Chase & Co.$277,9250.0%1,1330.3%FinanceNFLXNetflix$262,0410.0%2810.3%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$256,0670.0%1,3200.2%ETFXOMExxon Mobil$255,462$10,942 ▲4.5%2,1480.2%EnergyBABAAlibaba Group$240,526$240,526 ▲New Holding1,8190.2%Retail/WholesaleSDYSPDR S&P Dividend ETF$217,0880.0%1,6000.2%ETFBLOCK INC$0$221,824 ▼-100.0%00.0%CL ALUMINAR TECHNOLOGIES INC$0$65,200 ▼-100.0%00.0%COM NEW CL AShowing 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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