0001085146-22-003764.txt : 20221104 0001085146-22-003764.hdr.sgml : 20221104 20221103182425 ACCESSION NUMBER: 0001085146-22-003764 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221104 DATE AS OF CHANGE: 20221103 EFFECTIVENESS DATE: 20221104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Caerus Investment Advisors, LLC CENTRAL INDEX KEY: 0001862682 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: 221359591 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 13F-HR LIVE false false false 0001862682 XXXXXXXX 09-30-2022 09-30-2022 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 11-03-2022 0 56 79350 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 205 3242 SH SOLE 0 0 3242 ADVISORSHARES TR INSIDER ADVANTA 00768Y818 696 8920 SH SOLE 0 0 8920 AIRBNB INC COM CL A 009066101 280 2667 SH SOLE 0 0 2667 ALPHABET INC CAP STK CL A 02079K305 6560 68580 SH SOLE 0 0 68580 ALPHABET INC CAP STK CL C 02079K107 6423 66800 SH SOLE 0 0 66800 AMAZON COM INC COM 023135106 391 3460 SH SOLE 0 0 3460 AMERICAN EXPRESS CO COM 025816109 270 2000 SH SOLE 0 0 2000 APPLE INC COM 037833100 4997 36155 SH SOLE 0 0 36155 AUTOZONE INC COM 053332102 214 100 SH SOLE 0 0 100 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 478 1791 SH SOLE 0 0 1791 BK OF AMERICA CORP COM 060505104 758 25100 SH SOLE 0 0 25100 CHEVRON CORP NEW COM 166764100 433 3011 SH SOLE 0 0 3011 CIGNA CORP NEW COM 125523100 278 1002 SH SOLE 0 0 1002 CITIGROUP INC COM NEW 172967424 242 5809 SH SOLE 0 0 5809 COCA COLA CO COM 191216100 216 3847 SH SOLE 0 0 3847 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3230 145251 SH SOLE 0 0 145251 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1867 48098 SH SOLE 0 0 48098 EXXON MOBIL CORP COM 30231G102 216 2472 SH SOLE 0 0 2472 FEDEX CORP COM 31428X106 340 2291 SH SOLE 0 0 2291 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 367 4039 SH SOLE 0 0 4039 GOLDMAN SACHS GROUP INC COM 38141G104 442 1507 SH SOLE 0 0 1507 HERTZ GLOBAL HLDGS INC COM NEW 42806J700 358 22000 SH SOLE 0 0 22000 HOME DEPOT INC COM 437076102 898 3253 SH SOLE 0 0 3253 HONEYWELL INTL INC COM 438516106 422 2530 SH SOLE 0 0 2530 INTEL CORP COM 458140100 387 15032 SH SOLE 0 0 15032 ISHARES TR 20 YR TR BD ETF 464287432 420 4100 SH SOLE 0 0 4100 ISHARES TR CALIF MUN BD ETF 464288356 1424 26264 SH SOLE 0 0 26264 ISHARES TR CORE S&P500 ETF 464287200 1210 3375 SH SOLE 0 0 3375 ISHARES TR GL CLEAN ENE ETF 464288224 302 15796 SH SOLE 0 0 15796 ISHARES TR IBOXX INV CP ETF 464287242 361 3519 SH SOLE 0 0 3519 ISHARES TR MSCI EAFE ETF 464287465 4736 84559 SH SOLE 0 0 84559 ISHARES TR RUS 2000 GRW ETF 464287648 367 1775 SH SOLE 0 0 1775 ISHARES TR RUSSELL 2000 ETF 464287655 5404 32765 SH SOLE 0 0 32765 ISHARES TR SELECT DIVID ETF 464287168 2579 24053 SH SOLE 0 0 24053 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1342 26763 SH SOLE 0 0 26763 LUMINAR TECHNOLOGIES INC COM CL A 550424105 1500 205858 SH SOLE 0 0 205858 MCDONALDS CORP COM 580135101 489 2119 SH SOLE 0 0 2119 MICROSOFT CORP COM 594918104 948 4069 SH SOLE 0 0 4069 MORGAN STANLEY COM NEW 617446448 796 10079 SH SOLE 0 0 10079 NIKE INC CL B 654106103 285 3431 SH SOLE 0 0 3431 NVIDIA CORPORATION COM 67066G104 207 1706 SH SOLE 0 0 1706 OLD DOMINION FREIGHT LINE IN COM 679580100 499 2006 SH SOLE 0 0 2006 PALANTIR TECHNOLOGIES INC CL A 69608A108 1203 147938 SH SOLE 0 0 147938 SABRA HEALTH CARE REIT INC COM 78573L106 201 15350 SH SOLE 0 0 15350 SPDR S&P 500 ETF TR TR UNIT 78462F103 5621 15738 SH SOLE 0 0 15738 SPDR SER TR COMP SOFTWARE 78464A599 224 2090 SH SOLE 0 0 2090 STARBUCKS CORP COM 855244109 281 3340 SH SOLE 0 0 3340 TESLA INC COM 88160R101 3907 14730 SH SOLE 0 0 14730 T-MOBILE US INC COM 872590104 202 1504 SH SOLE 0 0 1504 UNITED PARCEL SERVICE INC CL B 911312106 324 2006 SH SOLE 0 0 2006 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12142 36983 SH SOLE 0 0 36983 VANGUARD INDEX FDS TOTAL STK MKT 922908769 256 1429 SH SOLE 0 0 1429 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 241 6608 SH SOLE 0 0 6608 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 373 5600 SH SOLE 0 0 5600 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 309 8506 SH SOLE 0 0 8506 VISA INC COM CL A 92826C839 229 1290 SH SOLE 0 0 1290