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Disclosery

13F-HR filed by CEERA INVESTMENTS, LLC

CEERA INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-29, with 101 holding rows worth $290,328,603.

Accession
0001860698-25-000002
Filer
CIK 1860698
Filed
2025-04-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 101 entries on the cover page, a total value of $290,328,603 stated on the cover page (in dollars after the unit check, H1), rows summing to $290,328,603 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 MOAT523,361$46,055,768dollars as filed
META PLATFORMS INC CL A30303M102COM23,476$13,530,627dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF192,381$9,740,250dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM111,733$8,429,138dollars as filed
YELP INC CL A985817105Stock224,590$8,316,568dollars as filed
American Express Company025816109COM30,001$8,071,769dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM51,238$7,923,444dollars as filed
TRADEWEB MKTS INC CL A892672106Stock50,425$7,486,096dollars as filed
Apple Inc037833100COM33,232$7,381,824dollars as filed
NICE LTD SPONSORED ADR653656108ADR47,650$7,346,201dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock455,395$6,425,623dollars as filed
DOCUSIGN INC COM256163106Stock78,697$6,405,936dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock85,768$6,405,154dollars as filed
Salesforce.com, Inc79466L302COM23,217$6,230,514dollars as filed
Adobe Inc00724F101COM15,726$6,031,393dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM16,696$5,886,676dollars as filed
Costco Wholesale Corporation22160K105COM6,186$5,850,595dollars as filed
DROPBOX INC CL A26210C104Stock218,936$5,847,781dollars as filed
ATLASSIANCORPCLASSA049468101STOK26,588$5,642,239dollars as filed
CORPAY INC COM SHS219948106Stock16,017$5,585,448dollars as filed
CME Group Inc. Class A12572Q105COM20,528$5,445,873dollars as filed
PAYPALHLDGSINC70450Y103STOK78,797$5,141,504dollars as filed
MasterCard, Inc57636Q104COM8,625$4,727,535dollars as filed
VEEVA SYS INC CL A COM922475108Stock20,144$4,665,955dollars as filed
PAYCHEX INC704326107COM27,180$4,193,330dollars as filed
WORKDAY INC CL A98138H101Stock16,642$3,886,406dollars as filed
COUPANG INC22266T109CL A162,864$3,571,608dollars as filed
Starbucks Corporation855244109COM36,363$3,566,802dollars as filed
S&P Global,Inc.78409V104COM5,973$3,034,881dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS59,330$3,008,031dollars as filed
MORNINGSTAR INC COM617700109Stock9,786$2,934,528dollars as filed
Altria Group Inc02209S103COM45,258$2,716,358dollars as filed
SIMILARWEB LTDM84137104SHS319,027$2,638,353dollars as filed
SENTINELONE INC81730H109CL A144,610$2,629,010dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS4,112$2,310,533dollars as filed
SEMRUSH HLDGS INC CL A COM81686C104Stock243,605$2,272,835dollars as filed
RBB FD INC74933W452US TREAS 3 MNTH41,747$2,087,767dollars as filed
AbbVie,Inc.00287Y109COM9,421$1,973,888dollars as filed
International Business Machines Corporation459200101COM7,883$1,960,187dollars as filed
TOASTINCCLASSCLASSA888787108STOK55,000$1,824,350dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM61,056$1,602,720dollars as filed
United Parcel Service,Inc. Class B911312106COM14,523$1,597,385dollars as filed
GENERAL MILLS INC COM370334104Stock25,931$1,550,414dollars as filed
UNILEVER PLC904767704SPON ADR NEW25,990$1,547,705dollars as filed
SPRINKLR INC85208T107CL A182,105$1,520,577dollars as filed
Pfizer Inc.717081103COM56,502$1,431,761dollars as filed
KENVUE INC49177J102COM59,442$1,425,419dollars as filed
Amazon.com, Inc023135106COM7,201$1,370,062dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR32,965$1,363,762dollars as filed
MSC INDL DIRECT INC CL A553530106Stock17,241$1,339,108dollars as filed
EXPENSIFY INC30219Q106COM CL A439,330$1,335,563dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS14,043$1,288,164dollars as filed
Visa Inc92826C839COM3,441$1,205,933dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL22,720$1,160,310dollars as filed
BLOCK H & R INC COM093671105Stock20,510$1,126,204dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock17,935$1,091,703dollars as filed
WPP PLC NEW ADR92937A102ADR28,490$1,081,480dollars as filed
CARDINAL HEALTH INC14149Y108COM7,615$1,049,119dollars as filed
WISDOMTREE U S VALUE ETF97717W547COM11,735$964,265dollars as filed
BLACKLINE, INC.09239B109COM18,414$891,606dollars as filed
DOW HLDGS INC COM260557103Stock23,267$812,484dollars as filed
Microsoft Corp594918104COM1,944$729,679dollars as filed
JFROG LTD ORD SHSM6191J100Stock22,290$713,280dollars as filed
INVESCO QQQ TR46090E103COM1,462$685,493dollars as filed
BUCKLE INC COM118440106Stock17,780$681,330dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM3,527$610,982dollars as filed
AVEPOINT INC COM CL A053604104Stock39,440$569,514dollars as filed
THE CAMPBELLS COMPANY COM134429109Stock14,100$562,872dollars as filed
HUBSPOTINC443573100STOK920$525,587dollars as filed
Couchbase Inc22207T101Common Stock32,920$518,490dollars as filed
Vanguard S&P 500 ETF922908363COM855$439,393dollars as filed
NVIDIA Corp67066G104COM3,907$423,450dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS4,270$407,700dollars as filed
SPROUT SOCIAL INC COM CL A85209W109Stock18,160$399,338dollars as filed
iShares U.S. Technology ETF464287721SHS2,395$336,354dollars as filed
EXXON MOBIL CORP30231G102COM2,739$325,745dollars as filed
Vanguard Value ETF922908744SHS1,860$321,296dollars as filed
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock30,045$300,450dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF3,810$296,875dollars as filed
Stryker Corporation863667101COM795$295,939dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,588$295,829dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,235$294,177dollars as filed
Vanguard Consumer Staples ETF92204A207SHS1,342$293,656dollars as filed
Qualcomm Incorporated747525103COM1,875$288,019dollars as filed
FIRST TR NAS100 EQ WEIGHTED337344105SHS2,325$281,162dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS3,055$271,864dollars as filed
BILL HOLDINGS INC090043100COM5,730$262,950dollars as filed
MCKESSON CORP COM58155Q103Stock390$262,466dollars as filed
FIVE9 INC338307101COM9,600$260,640dollars as filed
AVIDXCHANGE HOLDINGS INC05368X102COM30,700$260,336dollars as filed
PACER FDS TR69374H881US CASH COWS 1004,695$257,098dollars as filed
WHIRLPOOL CORP COM963320106Stock2,822$254,347dollars as filed
McDonalds Corporation580135101COM761$237,714dollars as filed
IJH464287507COM3,975$231,941dollars as filed
WISDOMTREE TR97717Y691CMN7,091$230,103dollars as filed
Berkshire Hathaway Inc084670702COM428$227,944dollars as filed
PALO ALTO NETWORKS INC697435105COM1,258$214,665dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS5,690$213,375dollars as filed
Coca-Cola Company191216100COM2,878$206,122dollars as filed
VTEX SHS CL AG9470A102Stock39,800$201,786dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF3,150$200,120dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001860698-25-000002this filing2025-04-29acceptance time not in the bulk data set