Caerus Investment Advisors, LLC
Q2 2025 13F Holdings
- Locationwest lake hills, TX
- Num holdings
33
- Value ($000)
$104,905
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001862682
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.33 M | 16 % | 28,750 | ||
XYLD GLOBAL X FDS | S&P 500 COVERED | 37954Y475 | $12.43 M | 12 % | 319,267 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $11.47 M | 11 % | 64,640 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.40 M | 10 % | 16,835 | ||
QYLD GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | $10.23 M | 10 % | 611,851 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $6.81 M | 7 % | 76,187 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $6.58 M | 6 % | 30,478 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.52 M | 4 % | 126,041 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $3.79 M | 4 % | 66,590 | ||
AAPL APPLE INC | COM | 037833100 | $3.23 M | 3 % | 15,750 |
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