0001085146-23-003928.txt : 20231026 0001085146-23-003928.hdr.sgml : 20231026 20231025214749 ACCESSION NUMBER: 0001085146-23-003928 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231026 DATE AS OF CHANGE: 20231025 EFFECTIVENESS DATE: 20231026 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: 231347303 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 09-30-2023 09-30-2023 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 10-25-2023 0 33 97165901 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9003299 68801 SH SOLE 0 0 68801 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 8543880 64800 SH SOLE 0 0 64800 AMAZON COM INC COM 023135106 BBG001S5PQL7 586913 4617 SH SOLE 0 0 4617 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 298380 2000 SH SOLE 0 0 2000 APOLLO MED HLDGS INC COM NEW 03763A207 BBG001S96MS2 246800 8000 SH SOLE 0 0 8000 APPLE INC COM 037833100 BBG001S5N8V8 3786652 22117 SH SOLE 0 0 22117 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 550338 20100 SH SOLE 0 0 20100 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 627387 1791 SH SOLE 0 0 1791 FEDEX CORP COM 31428X106 BBG001S5R3M5 342012 1291 SH SOLE 0 0 1291 FIRST SOLAR INC COM 336433107 BBG001S991Z7 484770 3000 SH SOLE 0 0 3000 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 BBG00MVW9603 1380993 82349 SH SOLE 0 0 82349 GLOBAL X FDS S&P 500 COVERED 37954Y475 BBG00MVL3G29 15432291 396819 SH SOLE 0 0 396819 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 300601 700 SH SOLE 0 0 700 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 5582038 80993 SH SOLE 0 0 80993 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 5600360 31687 SH SOLE 0 0 31687 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 2588527 24048 SH SOLE 0 0 24048 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 10570977 197367 SH SOLE 0 0 197367 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 BBG016NKZFF7 416879 8883 SH SOLE 0 0 8883 LOWES COS INC COM 548661107 BBG001S5SVL3 209711 1009 SH SOLE 0 0 1009 MCDONALDS CORP COM 580135101 BBG001S5T110 294789 1119 SH SOLE 0 0 1119 MICROSOFT CORP COM 594918104 BBG001S5TD05 1347937 4269 SH SOLE 0 0 4269 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 572507 7010 SH SOLE 0 0 7010 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 849535 1953 SH SOLE 0 0 1953 OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 595299 1455 SH SOLE 0 0 1455 SABRA HEALTH CARE REIT INC COM 78573L106 BBG001SGNMK5 213979 15350 SH SOLE 0 0 15350 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 7020077 16422 SH SOLE 0 0 16422 TESLA INC COM 88160R101 BBG001SQKGD7 3589656 14346 SH SOLE 0 0 14346 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 210635 1504 SH SOLE 0 0 1504 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 312675 2006 SH SOLE 0 0 2006 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 407386 808 SH SOLE 0 0 808 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 14690122 37408 SH SOLE 0 0 37408 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 211783 1363 SH SOLE 0 0 1363 VISA INC COM CL A 92826C839 BBG001SRCFY3 296713 1290 SH SOLE 0 0 1290