Caerus Investment Advisors, LLC
•CIK: 1862682•Filing: Q4 2025
**Caerus Investment Advisors, LLC** manages $293M across a diversified portfolio of 309 positions. The strategy exhibits notable allocations to core indices and income-generating assets, highlighted by significant holdings in VOO ($17.9M) and GOOG ($13.5M). Further concentration is visible in covered call strategies, with combined exposure to XYLD and QYLD exceeding $22M. The portfolio maintains broad market exposure while targeting yield enhancement across major sectors.
Total AUM
$283.4M
+ $9.2M in options
QoQ Performance
+16.0%
Positions
293
+ 2 options
Top 10 Concentration
37.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO6.1%
GOOG4.6%
SPY4.1%
XYLD3.8%
QYLD3.7%
FIG3.1%
IWM2.4%
EFA2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.3%
Technology13.6%
ETF12.4%
Consumer3.5%
Financial2.9%
Healthcare2.9%
Industrial1.7%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+110 more exited positions
Changes from Q3 2025
NEW46 new positions
↑117 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023