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Disclosery

13F-HR filed by CEERA INVESTMENTS, LLC

CEERA INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-07, with 98 holding rows worth $291,273,380.

Accession
0001860698-25-000001
Filer
CIK 1860698
Filed
2025-02-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 98 entries on the cover page, a total value of $291,273,380 stated on the cover page (in dollars after the unit check, H1), rows summing to $291,273,380 with VALUE read as dollars as filed, 13F file number 028-21168. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT488,039$45,253,416dollars as filed
META PLATFORMS INC CL A30303M102COM23,688$13,869,561dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM51,317$9,714,308dollars as filed
Apple Inc037833100COM36,886$9,236,992dollars as filed
American Express Company025816109COM30,076$8,926,256dollars as filed
YELP INC CL A985817105Stock213,958$8,280,175dollars as filed
Salesforce.com, Inc79466L302COM23,198$7,755,787dollars as filed
DOCUSIGN INC COM256163106Stock82,035$7,378,228dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock455,420$7,364,141dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock87,601$7,075,533dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS75,002$6,857,433dollars as filed
DROPBOX INC CL A26210C104Stock225,776$6,782,311dollars as filed
PAYPALHLDGSINC70450Y103STOK78,747$6,721,056dollars as filed
TRADEWEB MKTS INC CL A892672106Stock50,590$6,623,243dollars as filed
ATLASSIANCORPCLASSA049468101STOK26,598$6,473,421dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF120,565$6,072,859dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM17,091$5,847,857dollars as filed
Costco Wholesale Corporation22160K105COM6,193$5,674,460dollars as filed
CORPAY INC COM SHS219948106Stock16,076$5,440,440dollars as filed
MCKESSON CORP COM58155Q103Stock8,973$5,113,803dollars as filed
NICE LTD SPONSORED ADR653656108ADR29,219$4,962,555dollars as filed
CME Group Inc. Class A12572Q105COM20,624$4,789,512dollars as filed
Adobe Inc00724F101COM10,585$4,706,938dollars as filed
MasterCard, Inc57636Q104COM8,685$4,573,260dollars as filed
WORKDAY INC CL A98138H101Stock16,647$4,295,425dollars as filed
VEEVA SYS INC CL A COM922475108Stock20,130$4,232,333dollars as filed
PAYCHEX INC704326107COM27,435$3,846,936dollars as filed
SIMILARWEB LTDM84137104SHS259,827$3,681,749dollars as filed
COUPANG INC22266T109CL A162,951$3,581,663dollars as filed
SENTINELONE INC81730H109CL A151,345$3,359,859dollars as filed
Starbucks Corporation855244109COM36,349$3,316,804dollars as filed
MORNINGSTAR INC COM617700109Stock9,786$3,295,533dollars as filed
S&P Global,Inc.78409V104COM5,956$2,966,267dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS4,038$2,377,090dollars as filed
Altria Group Inc02209S103COM45,258$2,366,517dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM61,056$2,239,534dollars as filed
TOASTINCCLASSCLASSA888787108STOK55,000$2,004,750dollars as filed
RBB FD INC74933W452US TREAS 3 MNTH39,602$1,974,556dollars as filed
SEMRUSH HLDGS INC CL A COM81686C104Stock164,095$1,949,449dollars as filed
International Business Machines Corporation459200101COM8,618$1,894,495dollars as filed
AbbVie,Inc.00287Y109COM9,471$1,682,997dollars as filed
Amazon.com, Inc023135106COM7,135$1,565,348dollars as filed
SPRINKLR INC85208T107CL A182,105$1,538,787dollars as filed
UNILEVER PLC904767704SPON ADR NEW26,090$1,479,303dollars as filed
EXPENSIFY INC30219Q106COM CL A439,330$1,471,756dollars as filed
United Parcel Service,Inc. Class B911312106COM11,298$1,424,678dollars as filed
Walt Disney Co254687106COM11,465$1,276,610dollars as filed
KENVUE INC49177J102COM59,442$1,269,087dollars as filed
Pfizer Inc.717081103COM45,397$1,204,382dollars as filed
3M CO COM88579Y101Stock8,948$1,155,097dollars as filed
BLOCK H & R INC COM093671105Stock21,230$1,121,793dollars as filed
BLACKLINE, INC.09239B109COM18,414$1,118,835dollars as filed
Visa Inc92826C839COM3,424$1,082,121dollars as filed
MSC INDL DIRECT INC CL A553530106Stock14,348$1,071,652dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock18,240$1,045,517dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR28,520$1,035,846dollars as filed
CARDINAL HEALTH INC14149Y108COM8,680$1,026,584dollars as filed
BUCKLE INC COM118440106Stock17,950$912,040dollars as filed
WPP PLC NEW ADR92937A102ADR16,060$825,484dollars as filed
Microsoft Corp594918104COM1,861$784,323dollars as filed
DOW HLDGS INC COM260557103Stock18,942$760,142dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock7,176$751,399dollars as filed
INVESCO QQQ TR46090E103COM1,462$747,344dollars as filed
JFROG LTD ORD SHSM6191J100Stock22,290$655,549dollars as filed
AVEPOINT INC COM CL A053604104Stock39,440$651,154dollars as filed
HUBSPOTINC443573100STOK920$641,028dollars as filed
SPROUT SOCIAL INC COM CL A85209W109Stock18,160$557,694dollars as filed
NVIDIA Corp67066G104COM3,860$518,371dollars as filed
Couchbase Inc22207T101Common Stock32,920$513,223dollars as filed
GENERAL MILLS INC COM370334104Stock7,666$488,861dollars as filed
Vanguard S&P 500 ETF922908363COM855$460,683dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS4,270$454,029dollars as filed
iShares U.S. Technology ETF464287721SHS2,395$382,050dollars as filed
THE CAMPBELLS COMPANY COM134429109Stock8,420$352,630dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,235$344,491dollars as filed
WHIRLPOOL CORP COM963320106Stock2,873$328,901dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,588$314,710dollars as filed
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock29,860$313,829dollars as filed
EXXON MOBIL CORP30231G102COM2,912$313,240dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS3,055$305,867dollars as filed
Vanguard Value ETF922908744SHS1,800$304,740dollars as filed
FIRST TR NAS100 EQ WEIGHTED337344105SHS2,325$290,532dollars as filed
Qualcomm Incorporated747525103COM1,875$288,038dollars as filed
Stryker Corporation863667101COM795$286,240dollars as filed
Vanguard Consumer Staples ETF92204A207SHS1,342$283,672dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF3,810$269,405dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,525$267,226dollars as filed
WISDOMTREE TR97717Y691CMN7,091$266,054dollars as filed
PACER FDS TR69374H881US CASH COWS 1004,695$265,174dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS5,690$250,417dollars as filed
IJH464287507COM3,975$247,682dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL4,650$237,801dollars as filed
PALO ALTO NETWORKS INC697435105COM1,250$227,450dollars as filed
VTEX SHS CL AG9470A102Stock38,340$225,823dollars as filed
McDonalds Corporation580135101COM757$219,447dollars as filed
Broadcom Inc.11135F101COM940$217,930dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS1,760$202,787dollars as filed
ELLSWORTH GROWTH AND INCOME FU289074106COM10,219$99,022dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001860698-25-000001this filing2025-02-07acceptance time not in the bulk data set