Caerus Investment Advisors, LLC - Portfolio overview

Caerus Investment Advisors, LLC has 368 reported holdings in this dataset, with the latest filing dated 2026-02-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 5.56%
2. GOOG - ALPHABET INC, 4.18%
3. SPY - SPDR S&P 500 ETF TR, 3.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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