0001085146-24-001883.txt : 20240418 0001085146-24-001883.hdr.sgml : 20240418 20240417182847 ACCESSION NUMBER: 0001085146-24-001883 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240417 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Caerus Investment Advisors, LLC CENTRAL INDEX KEY: 0001862682 ORGANIZATION NAME: IRS NUMBER: 471593998 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21712 FILM NUMBER: 24852304 BUSINESS ADDRESS: STREET 1: 311 LAUREL VALLEY ROAD CITY: WEST LAKE HILLS STATE: TX ZIP: 78746 BUSINESS PHONE: 650-906-7666 MAIL ADDRESS: STREET 1: 311 LAUREL VALLEY ROAD CITY: WEST LAKE HILLS STATE: TX ZIP: 78746 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001862682 XXXXXXXX 03-31-2024 03-31-2024 false Caerus Investment Advisors, LLC

311 LAUREL VALLEY ROAD WEST LAKE HILLS TX 78746

13F HOLDINGS REPORT 028-21712 N Jessica Clark 650-619-9139 /s/Jessica Clark Sacramento CA 04-17-2024 0 34 103700250 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVISORSHARES TR INSIDER ADVANTA 00768Y818 BBG0024WVZT7 692175 5920 SH SOLE 5920 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1630195 10801 SH SOLE 10801 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 9842086 64640 SH SOLE 64640 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 875925 4856 SH SOLE 4856 0 0 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 455380 2000 SH SOLE 2000 0 0 APPLE INC COM 037833100 BBG001S5N8V8 2909501 16967 SH SOLE 16967 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 753151 1791 SH SOLE 1791 0 0 BLOCK INC CL A 852234103 BBG001TFLWL5 220754 2610 SH SOLE 2610 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 4034039 126261 SH SOLE 126261 0 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 2626664 46098 SH SOLE 46098 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 228179 1963 SH SOLE 1963 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 373765 1290 SH SOLE 1290 0 0 FIRST SOLAR INC COM 336433107 BBG001S991Z7 506400 3000 SH SOLE 3000 0 0 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 BBG00MVW9603 4505063 251539 SH SOLE 251539 0 0 GLOBAL X FDS S&P 500 COVERED 37954Y475 BBG00MVL3G29 11416428 279883 SH SOLE 279883 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 6128217 76737 SH SOLE 76737 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 6496167 30890 SH SOLE 30890 0 0 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 2962233 24048 SH SOLE 24048 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 9724993 168078 SH SOLE 168078 0 0 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 BBG016NKZFF7 6686544 123277 SH SOLE 123277 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 226940 1133 SH SOLE 1133 0 0 LUMINAR TECHNOLOGIES INC COM CL A 550424105 BBG00MS90LM0 358422 181940 SH SOLE 181940 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 230651 475 SH SOLE 475 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1078726 2564 SH SOLE 2564 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 664117 735 SH SOLE 735 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 638192 2910 SH SOLE 2910 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 9168371 17528 SH SOLE 17528 0 0 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 209984 1600 SH SOLE 1600 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 2388107 13585 SH SOLE 13585 0 0 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 245483 1504 SH SOLE 1504 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 297260 2000 SH SOLE 2000 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 14526754 30220 SH SOLE 30220 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 241045 1320 SH SOLE 1320 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 358339 1284 SH SOLE 1284 0 0