HoldingsChannel.com
Caerus Investment Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Caerus Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Caerus Investment Advisors LLC. In the Caerus Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Caerus Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Caerus Investment Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 29,823 +6,835 $10,345
     VOO29,823+6,835$10,345
ALPHABET INC 3,427 UNCH $7,468
     GOOGL3,427UNCH$7,468
ALPHABET INC 3,336 UNCH $7,297
     GOOG3,336UNCH$7,297
SPDR S&P 500 ETF TR (SPY) 15,748 -2,803 $5,941
     SPY15,748-2,803$5,941
ISHARES TR (IWM) 32,765 -1,142 $5,549
     IWM32,765-1,142$5,549
ISHARES TR (EFA) 84,559 -10,474 $5,284
     EFA84,559-10,474$5,284
APPLE INC 29,740 +1,344 $4,066
     AAPL29,740+1,344$4,066
DIMENSIONAL ETF TRUST (DFAU) 145,251 +145,251 $3,384
     DFAU145,251+145,251$3,384
TESLA INC 4,910 UNCH $3,306
     TSLA4,910UNCH$3,306
ISHARES TR (DVY) 24,053 UNCH $2,830
     DVY24,053UNCH$2,830
PALANTIR TECHNOLOGIES INC 241,438 -55,555 $2,190
     PLTR241,438-55,555$2,190
DIMENSIONAL ETF TRUST (DFUS) 48,098 UNCH $1,960
     DFUS48,098UNCH$1,960
HOME DEPOT INC 5,553 UNCH $1,523
     HD5,553UNCH$1,523
ISHARES TR (CMF) 26,264 +9,264 $1,483
     CMF26,264+9,264$1,483
ISHARES TR (IVV) 3,251 +2,716 $1,233
     IVV3,251+2,716$1,233
LUMINAR TECHNOLOGIES INC 146,110 -11,424 $866
     LAZR146,110-11,424$866
FEDEX CORP 3,791 UNCH $859
     FDX3,791UNCH$859
BK OF AMERICA CORP 25,100 UNCH $781
     BAC25,100UNCH$781
MICROSOFT CORP 2,996 +578 $769
     MSFT2,996+578$769
MORGAN STANLEY 10,079 UNCH $767
     MS10,079UNCH$767
ADVISORSHARES TR (DBLV) 8,920 UNCH $763
     DBLV8,920UNCH$763
NVIDIA CORPORATION 3,664 +268 $555
     NVDA3,664+268$555
AMAZON COM INC 5,200 +4,940 $552
     AMZN5,200+4,940$552
MCDONALDS CORP 2,119 UNCH $523
     MCD2,119UNCH$523
OLD DOMINION FREIGHT LINE IN 2,006 UNCH $514
     ODFL2,006UNCH$514
INTEL CORP 13,528 UNCH $506
     INTC13,528UNCH$506
BERKSHIRE HATHAWAY INC DEL      $489
     BRK.B1,791UNCH$489
ISHARES TR (TLT) 4,100 UNCH $471
     TLT4,100UNCH$471
HONEYWELL INTL INC 2,530 UNCH $440
     HON2,530UNCH$440
ALIBABA GROUP HLDG LTD 3,800 +3,800 $432
     BABA3,800+3,800$432
AUTOZONE INC 200 +200 $430
     AZO200+200$430
CIGNA CORP NEW 1,502 +500 $396
     CI1,502+500$396
FIDELITY COVINGTON TRUST 4,039 UNCH $390
     FTEC4,039UNCH$390
ISHARES TR (LQD) 3,519 UNCH $387
     LQD3,519UNCH$387
ADVANCED MICRO DEVICES INC 5,041 +1,000 $385
     AMD5,041+1,000$385
VANGUARD SCOTTSDALE FDS (VTWO) 5,600 UNCH $383
     VTWO5,600UNCH$383
HERTZ GLOBAL HLDGS INC 23,500 UNCH $372
     HTZ23,500UNCH$372
ISHARES TR (IWO) 1,775 +1,775 $366
     IWO1,775+1,775$366
UNITED PARCEL SERVICE INC 2,006 -200 $366
     UPS2,006-200$366
CHEVRON CORP NEW 2,511 UNCH $364
     CVX2,511UNCH$364
AMERICAN EXPRESS CO 2,600 UNCH $360
     AXP2,600UNCH$360
VISA INC 1,790 +500 $352
     V1,790+500$352
NIKE INC 3,421 UNCH $350
     NKE3,421UNCH$350
VANGUARD TAX MANAGED INTL FD (VEA) 8,506 UNCH $347
     VEA8,506UNCH$347
EXXON MOBIL CORP 3,872 UNCH $332
     XOM3,872UNCH$332
ISHARES TR (MUB) 3,116 +3,116 $331
     MUB3,116+3,116$331
AMERICAN AIRLS GROUP INC 24,366 -319 $309
     AAL24,366-319$309
COCA COLA CO 4,847 UNCH $305
     KO4,847UNCH$305
ISHARES TR (ICLN) 15,796 UNCH $301
     ICLN15,796UNCH$301
GOLDMAN SACHS GROUP INC 1,007 UNCH $299
     GS1,007UNCH$299

See Full List: All Stocks Held By Caerus Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Caerus Investment Advisors LLC

Size ($ in 1000's)
At 06/30/2022: $82,518
At 03/31/2022: $82,573

Caerus Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Caerus Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Caerus Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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