StockDriftsStockDriftsTop 50 Caerus Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.21% | 28.6K | $17.1M | +0.09%(+26) | $424.95(+61.16%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.26% | 43.4K | $12.5M | +1.24%(+531) | $145.41(+144.94%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.65% | 16.9K | $11.0M | -3.29%(-576) | $489.36(+52.19%) | 2026-03-31 | |
| XYLD | GLOBAL X FDS | 4.44% | 268.7K | $10.5M | -2.72%(-7.50K) | $40.55(+0.72%) | 2026-03-31 | |
| QYLD | GLOBAL X FDS | 4.2% | 580.2K | $10.0M | -5.40%(-33.11K) | $17.56(+3.02%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.3% | 140.8K | $7.8M | +28.81%(+31.48K) | $56.90(+4.37%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.88% | 27.5K | $6.8M | -1.60%(-447) | $219.73(+35.43%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.87% | 70.0K | $6.8M | -2.17%(-1.55K) | $78.06(+33.71%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.15% | 20.1K | $5.1M | -8.64%(-1.90K) | $183.31(+68.37%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.07% | 126.0K | $4.9M | +0.00%(+0) | $27.81(+59.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.47% | +50.00% |
| Top 20 Holdings Unweighted | +18.40% | +65.97% |
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