Caerus Investment Advisors, LLC Q3 2025 Filing

Filed November 20, 2025

Portfolio Value

$244.5B

Holdings

269

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (269 positions)

StockValue
VOOVANGUARD INDEX FDS
$19.3M
XYLDGLOBAL X FDS
$12.5M
SPYSPDR S&P 500 ETF TR
$11.8M
QYLDGLOBAL X FDS
$11.2M
GOOGALPHABET INC
$10.1M
IWMISHARES TR
$7.4M
EFAISHARES TR
$7.1M
NVDANVIDIA CORPORATION
$6.0M
AAPLAPPLE INC
$5.6M
DFACDIMENSIONAL ETF TRUST
$4.9M
JEPIJ P MORGAN EXCHANGE TRADED F
$3.5M
GOOGLALPHABET INC
$3.2M
DFUSDIMENSIONAL ETF TRUST
$3.2M
MSFTMICROSOFT CORP
$3.2M
PLTRPALANTIR TECHNOLOGIES INC
$2.6M
AQLTISHARES TR
$2.6M
AMZNAMAZON COM INC
$2.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.6M
PGPROCTER AND GAMBLE CO
$1.5M
JEPQJ P MORGAN EXCHANGE TRADED F
$1.4M
PNCPNC FINL SVCS GROUP INC
$1.4M
INTCINTEL CORP
$1.4M
PEPPEPSICO INC
$1.4M
METAMETA PLATFORMS INC
$1.4M
CBCHUBB LIMITED
$1.3M
MRKMERCK & CO INC
$1.3M
TSLATESLA INC
$1.3M
RBLXROBLOX CORP
$1.3M
ADBEADOBE INC
$1.3M
PCGPG&E CORP
$1.2M
KMIKINDER MORGAN INC DEL
$1.2M
GEGE AEROSPACE
$1.1M
VRSNVERISIGN INC
$1.1M
GDGENERAL DYNAMICS CORP
$1.1M
EXPEEXPEDIA GROUP INC
$1.1M
ABNBAIRBNB INC
$1.1M
LRCXLAM RESEARCH CORP
$1.1M
BUCKSIMPLIFY EXCHANGE TRADED FUN
$1.0M
WMTWALMART INC
$1.0M
VEEVVEEVA SYS INC
$994K
ZSZSCALER INC
$985K
AVGOBROADCOM INC
$982K
GQ9SPDR GOLD TR
$971K
ZMZOOM COMMUNICATIONS INC
$920K
FDXFEDEX CORP
$908K
COFCAPITAL ONE FINL CORP
$895K
EIXEDISON INTL
$887K
AEPAMERICAN ELEC PWR CO INC
$882K
NTNXNUTANIX INC
$855K
FTITECHNIPFMC PLC
$845K
JPMJPMORGAN CHASE & CO.
$824K
WELLWELLTOWER INC
$821K
MEDPMEDPACE HLDGS INC
$811K
GMGENERAL MTRS CO
$792K
JBHTHUNT J B TRANS SVCS INC
$786K
CVXCHEVRON CORP NEW
$783K
BACBANK AMERICA CORP
$782K
TMUST-MOBILE US INC
$780K
MAMASTERCARD INCORPORATED
$777K
FIXCOMFORT SYS USA INC
$767K
ALNYALNYLAM PHARMACEUTICALS INC
$762K
PSXPHILLIPS 66
$753K
REGNREGENERON PHARMACEUTICALS
$747K
BBYBEST BUY INC
$744K
SUREADVISORSHARES TR
$733K
REEVEREST GROUP LTD
$732K
NDAQNASDAQ INC
$716K
MOSMOSAIC CO NEW
$712K
FNDESCHWAB STRATEGIC TR
$710K
AZOAUTOZONE INC
$704K
DKNGDRAFTKINGS INC NEW
$697K
BWABORGWARNER INC
$681K
LYFTLYFT INC
$679K
PNFPPINNACLE FINL PARTNERS INC
$675K
NBIXNEUROCRINE BIOSCIENCES INC
$664K
INCYINCYTE CORP
$663K
TRVCCITIGROUP INC
$662K
WMBWILLIAMS COS INC
$659K
APHAMPHENOL CORP NEW
$655K
TJXTJX COS INC NEW
$654K
GEVGE VERNOVA INC
$652K
MTCHMATCH GROUP INC NEW
$652K
ACNACCENTURE PLC IRELAND
$640K
MDTMEDTRONIC PLC
$636K
OVVOVINTIV INC
$629K
MFDXPIMCO EQUITY SER
$627K
DVNDEVON ENERGY CORP NEW
$623K
BMYBRISTOL-MYERS SQUIBB CO
$621K
ROKUROKU INC
$615K
BROBROWN & BROWN INC
$610K
DGDOLLAR GEN CORP NEW
$593K
VTIVANGUARD INDEX FDS
$589K
UNHUNITEDHEALTH GROUP INC
$576K
DELLDELL TECHNOLOGIES INC
$576K
TPRTAPESTRY INC
$572K
ADTADT INC DEL
$569K
NEMNEWMONT CORP
$561K
MGMMGM RESORTS INTERNATIONAL
$558K
GRMNGARMIN LTD
$557K
NFLXNETFLIX INC
$556K
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