Caerus Investment Advisors, LLC
Q4 2024 13F Holdings
- Locationwest lake hills, TX
- Num holdings
31
- Value ($000)
$106,407
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $15.16M | 14 % | 28,137 | ||
XYLD GLOBAL X FDS | S&P 500 COVERED | 37954Y475 | $13.61M | 13 % | 324,883 | ||
QYLD GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | $12.47M | 12 % | 684,462 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $12.31M | 12 % | 64,640 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $8.32M | 8 % | 14,195 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $6.82M | 6 % | 30,852 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $5.78M | 5 % | 76,481 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $5.02M | 5 % | 87,216 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.37M | 4 % | 126,370 | ||
AAPL APPLE INC | COM | 037833100 | $4.21M | 4 % | 16,830 |
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