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  Name: Caerus Investment Advisors LLC
  City: WEST LAKE HILLS
  State: TX
  Zip: 78746
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $103,698,000
  Total Value Change : $-783,000
  Securities Held Change : -2
   
All Securities Held : 34
  New Positions : 4
  Closed Positions : 6
  Increased Positions : 4
  Unchanged Positions : 15
  Decreased Positions : 11

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FB)1 Year Chart         FB Meta Platforms Inc 30 New $474.36 $231,000 475 0.22% 231,000 475 0    Internet Service Prov...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 31 New $113.63 $228,000 1,963 0.22% 228,000 1,963 0    Integrated Oil & Gas
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 32 New $198.11 $227,000 1,133 0.22% 227,000 1,133 0    Domestic Money Center...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 34 New $126.67 $210,000 1,600 0.2% 210,000 1,600 0.001    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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