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GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Caerus Investment Advisors, Llc

13F Holdings
Filed: 2025-04-28
Portfolio Value
103.73M arrow_downward -2.52%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001862682
Filing Date
2025-04-28 17:53:05
Address
311 Laurel Valley Road
West Lake Hills
TX
Prior Value
106.41M
Top 10 Holdings %
lock
Portfolio Value
Caerus Investment Advisors, Llc
(13F - 2025-03-31)
Vanguard Index Fds
VOO
2025-04-28
Value
14.77M
Shares
28.74K
Portfolio %
14.24%
Global X Fds
XYLD
2025-04-28
Value
14.24M
Shares
360.62K
Portfolio %
13.73%
Global X Fds
QYLD
2025-04-28
Value
12.23M
Shares
735.54K
Portfolio %
11.79%
Alphabet Inc
GOOG
2025-04-28
Value
10.10M
Shares
64.64K
Portfolio %
9.74%
Spdr S&p 500 Etf Tr
SPY
2025-04-28
Value
10.09M
Shares
18.04K
Portfolio %
9.73%
Ishares Tr
EFA
2025-04-28
Value
6.23M
Shares
76.19K
Portfolio %
6.00%
Ishares Tr
IWM
2025-04-28
Value
6.08M
Shares
30.48K
Portfolio %
5.86%
J P Morgan Exchange Traded F
JEPI
2025-04-28
Value
5.22M
Shares
91.41K
Portfolio %
5.04%
Dimensional Etf Trust
DFAC
2025-04-28
Value
4.17M
Shares
126.37K
Portfolio %
4.02%
Apple Inc
AAPL
2025-04-28
Value
3.49M
Shares
15.69K
Portfolio %
3.36%
Top Increases | Caerus Investment Advisors, Llc
(2024-12-31 → 2025-03-31)
Spdr S&p 500 Etf Tr
SPY
2025-04-28
Value Change
arrow_upward 1.77M
Shares
arrow_upward 3.84K
Portfolio % Change
arrow_upward 1.91%
Portfolio %
9.73%
Global X Fds
XYLD
2025-04-28
Value Change
arrow_upward 628.40K
Shares
arrow_upward 35.74K
Portfolio % Change
arrow_upward 0.94%
Portfolio %
13.73%
Ishares Tr
EFA
2025-04-28
Value Change
arrow_upward 444.04K
Shares
arrow_upward -294.00
Portfolio % Change
arrow_upward 0.57%
Portfolio %
6.00%
J P Morgan Exchange Traded F
JEPI
2025-04-28
Value Change
arrow_upward 205.74K
Shares
arrow_upward 4.20K
Portfolio % Change
arrow_upward 0.32%
Portfolio %
5.04%
Ishares Tr
DVY
2025-04-28
Value Change
arrow_upward 55.04K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.11%
Portfolio %
2.38%
Global X Fds
QYLD
2025-04-28
Value Change
arrow_upward -238818.00
Shares
arrow_upward 51.08K
Portfolio % Change
arrow_upward 0.07%
Portfolio %
11.79%
Visa Inc
V
2025-04-28
Value Change
arrow_upward 44.20K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.05%
Portfolio %
0.43%
Exxon Mobil Corp
XOM
2025-04-28
Value Change
arrow_upward 34.30K
Shares
arrow_upward 92.00
Portfolio % Change
arrow_upward 0.04%
Portfolio %
0.25%
Netflix Inc
NFLX
2025-04-28
Value Change
arrow_upward 11.58K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.02%
Portfolio %
0.25%
Jpmorgan Chase & Co.
JPM
2025-04-28
Value Change
arrow_upward 6.33K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.01%
Portfolio %
0.27%
Top Decreases | Caerus Investment Advisors, Llc
(2024-12-31 → 2025-03-31)
Vanguard Index Fds
VOO
2025-04-28
Value Change
arrow_downward -392779.00
Shares
arrow_downward 599.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
14.24%
Advisorshares Tr
SURE
2025-04-28
Value Change
arrow_downward -28889.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.64%
Old Dominion Freight Line In
ODFL
2025-04-28
Value Change
arrow_downward -43210.00
Shares
arrow_downward -74.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.44%
American Express Co
AXP
2025-04-28
Value Change
arrow_downward -55480.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.52%
T-Mobile Us Inc
TMUS
2025-04-28
Value Change
arrow_downward -49799.00
Shares
arrow_downward -446.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.27%
Dimensional Etf Trust
DFUS
2025-04-28
Value Change
arrow_downward -143945.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.07%
Portfolio %
2.57%
Berkshire Hathaway Inc Del
BRK-B
2025-04-28
Value Change
arrow_downward -96036.00
Shares
arrow_downward -447.00
Portfolio % Change
arrow_downward 0.07%
Portfolio %
0.69%
Nvidia Corporation
NVDA
2025-04-28
Value Change
arrow_downward -111965.00
Shares
arrow_downward 840.00
Portfolio % Change
arrow_downward 0.08%
Portfolio %
0.91%
Microsoft Corp
MSFT
2025-04-28
Value Change
arrow_downward -112924.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.08%
Portfolio %
0.89%
Dimensional Etf Trust
DFAC
2025-04-28
Value Change
arrow_downward -202192.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.09%
Portfolio %
4.02%
Caerus Investment Advisors, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Caerus Investment Advisors, Llc
(2024-12-31 → 2025-03-31)
Alibaba Group Hldg Ltd
BABA
2025-04-28
Value
add_circle 240.53K
Shares
1.82K
Portfolio %
0.23%
% Change
0.23%
Closed Positions | Caerus Investment Advisors, Llc
(2024-12-31 → 2025-03-31)
Block Inc
-
2025-02-14
Value
remove_circle 221.82K
Shares
2.61K
Previous %
0.38%
% Change
-0.38%
Luminar Technologies Inc
-
2025-02-14
Value
remove_circle 65.20K
Shares
12.12K
Previous %
0.38%
% Change
-0.38%