Caerus Investment Advisors, LLC has disclosed 30 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $105.00 Mil. The turnover rate is 10%.
In Caerus Investment Advisors, LLC's current portfolio as of 2024-09-30, the top 5 holdings are
Vanguard S&P 500 ETF (VOO), Recon Capital NASDAQ-100 Covered Call ETF (QYLD), Global X S&P 500 Covered Call ETF (XYLD), Alphabet Inc (GOOG), SPDR S&P 500 ETF Trust (SPY), not including call and put options.
Caerus Investment Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Caerus Investment Advisors, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Caerus Investment Advisors, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Caerus Investment Advisors, LLC.