Caerus Investment Advisors, LLC Top Holdings and 13F Report (2025) About Caerus Investment Advisors, LLCInvestment ActivityCaerus Investment Advisors, LLC has $106.41 million in total holdings as of December 31, 2024.Caerus Investment Advisors, LLC owns shares of 31 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.17% of the portfolio was purchased this quarter.About 5.59% of the portfolio was sold this quarter.This quarter, Caerus Investment Advisors, LLC has purchased 30 new stocks and bought additional shares in 4 stocks.Caerus Investment Advisors, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $15,160,497Global X S&P 500 Covered Call ETF $13,612,598Global X Nasdaq 100 Covered Call ETF $12,470,898Alphabet $12,310,042SPDR S&P 500 ETF Trust $8,319,406 Largest New Holdings this Quarter Netflix $250,461 HoldingBLOCK INC $221,824 HoldingLUMINAR TECHNOLOGIES INC $65,200 Holding Largest Purchases this Quarter JPMorgan Nasdaq Equity Premium Income ETF 37,160 shares (about $2.10M)JPMorgan Equity Premium Income ETF 27,862 shares (about $1.60M)Netflix 281 shares (about $250.46K)BLOCK INC 2,610 shares (about $221.82K)Global X S&P 500 Covered Call ETF 4,849 shares (about $203.17K) Largest Sales this Quarter Global X Nasdaq 100 Covered Call ETF 128,309 shares (about $2.34M)SPDR S&P 500 ETF Trust 1,419 shares (about $831.65K)Vanguard S&P 500 ETF 1,345 shares (about $724.70K)iShares Select Dividend ETF 2,875 shares (about $377.46K)Apple 174 shares (about $43.57K) 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$15,160,497$724,699 ▼-4.6%28,13714.2%ETFXYLDGlobal X S&P 500 Covered Call ETF$13,612,598$203,173 ▲1.5%324,88312.8%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$12,470,898$2,337,790 ▼-15.8%684,46211.7%ManufacturingGOOGAlphabet$12,310,0420.0%64,64011.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,319,406$831,648 ▼-9.1%14,1957.8%FinanceIWMiShares Russell 2000 ETF$6,817,058$9,280 ▼-0.1%30,8526.4%FinanceEFAiShares MSCI EAFE ETF$5,782,728$19,356 ▼-0.3%76,4815.4%FinanceJEPIJPMorgan Equity Premium Income ETF$5,017,536$1,602,901 ▲46.9%87,2164.7%ETFDFACDimensional U.S. Core Equity 2 ETF$4,371,138$3,770 ▲0.1%126,3704.1%ETFAAPLApple$4,214,569$43,573 ▼-1.0%16,8304.0%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,830,783$2,095,080 ▲284.8%50,2092.7%ETFDFUSDimensional U.S. Equity ETF$2,806,2750.0%44,0202.6%ETFDVYiShares Select Dividend ETF$2,408,909$377,459 ▼-13.5%18,3482.3%ETFGOOGLAlphabet$2,037,567$2,461 ▼-0.1%10,7641.9%Computer and TechnologyAMZNAmazon.com$1,056,582$8,776 ▼-0.8%4,8161.0%Retail/WholesaleNVDANVIDIA$1,052,1620.0%7,8351.0%Computer and TechnologyMSFTMicrosoft$1,032,2540.0%2,4491.0%Computer and TechnologyBRK.BBerkshire Hathaway$811,8240.0%1,7910.8%FinanceSUREAdvisorShares Insiders Advantage ETF$689,0600.0%5,9200.6%ETFAXPAmerican Express$593,5800.0%2,0000.6%FinanceODFLOld Dominion Freight Line$498,859$14,465 ▼-2.8%2,8280.5%TransportationVVisa$405,7950.0%1,2840.4%Business ServicesTMUST-Mobile US$331,9780.0%1,5040.3%Computer and TechnologyMETAMeta Platforms$275,190$2,928 ▼-1.1%4700.3%Computer and TechnologyJPMJPMorgan Chase & Co.$271,5910.0%1,1330.3%FinanceVIGVanguard Dividend Appreciation ETF$258,4960.0%1,3200.2%ETFNFLXNetflix$250,461$250,461 ▲New Holding2810.2%Consumer DiscretionaryBLOCK INC$221,824$221,824 ▲New Holding2,6100.2%CL AXOMExxon Mobil$221,1640.0%2,0560.2%Oils/EnergySDYSPDR S&P Dividend ETF$211,3600.0%1,6000.2%ETFLUMINAR TECHNOLOGIES INC$65,200$65,200 ▲New Holding12,1190.1%COM NEW CL ATSLATesla$0$1,412,017 ▼-100.0%00.0%Auto/Tires/TrucksLAZRLuminar Technologies$0$163,646 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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