| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 18.4% |
| ALPHABET INC | 11 | Q2 2024 | 11.6% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 8.8% |
| ALPHABET INC | 11 | Q2 2024 | 10.9% |
| ISHARES TR | 11 | Q2 2024 | 8.5% |
| ISHARES TR | 11 | Q2 2024 | 8.3% |
| APPLE INC | 11 | Q2 2024 | 6.3% |
| TESLA INC | 11 | Q2 2024 | 4.9% |
| ISHARES TR | 11 | Q2 2024 | 4.4% |
| MICROSOFT CORP | 11 | Q2 2024 | 1.6% |
View Caerus Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-13 |
View Caerus Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.