Caerus Investment Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$106M
Signature - Title
Jessica Clark - Chief Compliance Officer
Location
West Lake Hills, TX
Summary
This page shows a list of all the recent 13F filings made by Caerus Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Caerus Investment Advisors, LLC reported 31 stock holdings with total value $106M as of Q4 2024. Top holdings included VOO, XYLD, QYLD, GOOG, and SPY.
Holdings Value