Ceera Investments, LLC Top Holdings and 13F Report (2025) About Ceera Investments, LLCInvestment ActivityCeera Investments, LLC has $291.27 million in total holdings as of December 31, 2024.Ceera Investments, LLC owns shares of 98 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 8.79% of the portfolio was purchased this quarter.About 4.36% of the portfolio was sold this quarter.This quarter, Ceera Investments, LLC has purchased 102 new stocks and bought additional shares in 17 stocks.Ceera Investments, LLC sold shares of 46 stocks and completely divested from 10 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $45,253,416Meta Platforms $13,869,561Alphabet $9,714,308Apple $9,236,992American Express $8,926,256 Largest New Holdings this Quarter NICE $4,962,555 HoldingBritish American Tobacco $1,035,846 HoldingZoomInfo Technologies $313,829 HoldingInvesco S&P 500 Equal Weight ETF $267,226 HoldingSPDR Portfolio S&P 500 Value ETF $237,801 Holding Largest Purchases this Quarter Freshworks 421,975 shares (about $6.82M)NICE 29,219 shares (about $4.96M)JPMorgan Ultra-Short Income ETF 95,157 shares (about $4.79M)VanEck Morningstar Wide Moat ETF 22,565 shares (about $2.09M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 11,638 shares (about $1.06M) Largest Sales this Quarter International Business Machines 2,622 shares (about $576.39K)Meta Platforms 796 shares (about $466.07K)Cardinal Health 3,373 shares (about $398.92K)DOW 8,952 shares (about $359.24K)Whirlpool 2,837 shares (about $324.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCeera Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOATVanEck Morningstar Wide Moat ETF$45,253,416$2,092,340 ▲4.8%488,03915.5%ETFMETAMeta Platforms$13,869,561$466,066 ▼-3.3%23,6884.8%Computer and TechnologyGOOGLAlphabet$9,714,308$71,934 ▼-0.7%51,3173.3%Computer and TechnologyAAPLApple$9,236,992$160,269 ▲1.8%36,8863.2%Computer and TechnologyAXPAmerican Express$8,926,256$187,571 ▼-2.1%30,0763.1%FinanceYELPYelp$8,280,175$887,817 ▲12.0%213,9582.8%Computer and TechnologyCRMSalesforce$7,755,787$105,314 ▼-1.3%23,1982.7%Computer and TechnologyDOCUDocuSign$7,378,228$161,712 ▼-2.1%82,0352.5%Computer and TechnologyFRSHFreshworks$7,364,141$6,823,335 ▲1,261.7%455,4202.5%Computer and TechnologyFISFidelity National Information Services$7,075,533$238,191 ▼-3.3%87,6012.4%Business ServicesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,857,433$1,064,062 ▲18.4%75,0022.4%ETFDBXDropbox$6,782,311$27,036 ▼-0.4%225,7762.3%Computer and TechnologyPYPLPayPal$6,721,056$146,375 ▼-2.1%78,7472.3%Computer and TechnologyTWTradeweb Markets$6,623,243$117,828 ▼-1.7%50,5902.3%FinanceTEAMAtlassian$6,473,421$80,315 ▼-1.2%26,5982.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$6,072,859$4,793,058 ▲374.5%120,5652.1%ETFCRWDCrowdStrike$5,847,857$58,167 ▼-1.0%17,0912.0%Computer and TechnologyCOSTCostco Wholesale$5,674,460$13,744 ▼-0.2%6,1931.9%Retail/WholesaleCORPAY INC$5,440,440$61,592 ▼-1.1%16,0761.9%COM SHSMCKMcKesson$5,113,803$205,168 ▼-3.9%8,9731.8%MedicalNICENICE$4,962,555$4,962,555 ▲New Holding29,2191.7%Computer and TechnologyCMECME Group$4,789,512$50,858 ▼-1.1%20,6241.6%FinanceADBEAdobe$4,706,938$78,708 ▼-1.6%10,5851.6%Computer and TechnologyMAMastercard$4,573,2600.0%8,6851.6%Business ServicesWDAYWorkday$4,295,425$90,310 ▼-2.1%16,6471.5%Computer and TechnologyVEEVVeeva Systems$4,232,333$49,409 ▼-1.2%20,1301.5%MedicalPAYXPaychex$3,846,936$28,044 ▼-0.7%27,4351.3%Business ServicesSMWBSimilarweb$3,681,7490.0%259,8271.3%Computer and TechnologyCPNGCoupang$3,581,663$33,937 ▼-0.9%162,9511.2%Retail/WholesaleSSentinelOne$3,359,859$160,395 ▼-4.6%151,3451.2%Computer and TechnologySBUXStarbucks$3,316,804$55,206 ▼-1.6%36,3491.1%Retail/WholesaleMORNMorningstar$3,295,5330.0%9,7861.1%Business ServicesSPGIS&P Global$2,966,2670.0%5,9561.0%Business ServicesIVViShares Core S&P 500 ETF$2,377,090$45,917 ▼-1.9%4,0380.8%ETFMOAltria Group$2,366,517$88,735 ▼-3.6%45,2580.8%Consumer StaplesALKTAlkami Technology$2,239,5340.0%61,0560.8%Computer and TechnologyTOSTToast$2,004,7500.0%55,0000.7%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$1,974,556$62,574 ▼-3.1%39,6020.7%ETFSEMRSemrush$1,949,4490.0%164,0950.7%Computer and TechnologyIBMInternational Business Machines$1,894,495$576,394 ▼-23.3%8,6180.7%Computer and TechnologyABBVAbbVie$1,682,997$28,432 ▼-1.7%9,4710.6%MedicalAMZNAmazon.com$1,565,348$9,873 ▼-0.6%7,1350.5%Retail/WholesaleCXMSprinklr$1,538,787$585,500 ▲61.4%182,1050.5%Business ServicesULUnilever$1,479,303$142,884 ▼-8.8%26,0900.5%Consumer StaplesEXFYExpensify$1,471,756$14,506 ▲1.0%439,3300.5%Business ServicesUPSUnited Parcel Service$1,424,678$539,960 ▲61.0%11,2980.5%TransportationDISWalt Disney$1,276,610$158,226 ▼-11.0%11,4650.4%Consumer DiscretionaryKVUEKenvue$1,269,087$641 ▼-0.1%59,4420.4%Consumer StaplesPFEPfizer$1,204,382$176,531 ▼-12.8%45,3970.4%MedicalMMM3M$1,155,097$151,552 ▼-11.6%8,9480.4%Multi-Sector ConglomeratesHRBH&R Block$1,121,793$4,439 ▼-0.4%21,2300.4%Consumer DiscretionaryBLBlackLine$1,118,835$689,322 ▲160.5%18,4140.4%Computer and TechnologyVVisa$1,082,1210.0%3,4240.4%Business ServicesMSMMSC Industrial Direct$1,071,652$249,614 ▲30.4%14,3480.4%IndustrialsTAPMolson Coors Beverage$1,045,517$56,861 ▼-5.2%18,2400.4%Consumer StaplesBTIBritish American Tobacco$1,035,846$1,035,846 ▲New Holding28,5200.4%Consumer StaplesCAHCardinal Health$1,026,584$398,925 ▼-28.0%8,6800.4%MedicalBKEBuckle$912,040$54,113 ▼-5.6%17,9500.3%Retail/WholesaleWPPWPP$825,484$190,437 ▲30.0%16,0600.3%Business ServicesMSFTMicrosoft$784,323$42,145 ▼-5.1%1,8610.3%Computer and TechnologyDOWDOW$760,142$359,244 ▼-32.1%18,9420.3%Basic MaterialsCHDChurch & Dwight$751,399$135,076 ▼-15.2%7,1760.3%Consumer StaplesQQQInvesco QQQ$747,344$81,789 ▼-9.9%1,4620.3%FinanceFROGJFrog$655,5490.0%22,2900.2%Computer and TechnologyAVPTAvePoint$651,1540.0%39,4400.2%Computer and TechnologyHUBSHubSpot$641,0280.0%9200.2%Computer and TechnologySPTSprout Social$557,694$256,214 ▲85.0%18,1600.2%Computer and TechnologyNVDANVIDIA$518,3710.0%3,8600.2%Computer and TechnologyBASECouchbase$513,223$14,966 ▲3.0%32,9200.2%Computer and TechnologyGISGeneral Mills$488,8610.0%7,6660.2%Consumer StaplesVOOVanguard S&P 500 ETF$460,683$53,881 ▲13.2%8550.2%ETFSHOPShopify$454,0290.0%4,2700.2%Computer and TechnologyIYWiShares U.S. Technology ETF$382,050$47,856 ▼-11.1%2,3950.1%ManufacturingTHE CAMPBELLS COMPANY$352,630$7,329 ▼-2.0%8,4200.1%COMMARMarriott International$344,4910.0%1,2350.1%Consumer DiscretionaryWHRWhirlpool$328,901$324,780 ▼-49.7%2,8730.1%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$314,7100.0%1,5880.1%ETFZIZoomInfo Technologies$313,829$313,829 ▲New Holding29,8600.1%Computer and TechnologyXOMExxon Mobil$313,240$12,908 ▼-4.0%2,9120.1%EnergyIGViShares Expanded Tech-Software Sector ETF$305,8670.0%3,0550.1%ETFVTVVanguard Value ETF$304,740$30,474 ▲11.1%1,8000.1%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$290,5320.0%2,3250.1%ManufacturingQCOMQUALCOMM$288,038$34,565 ▼-10.7%1,8750.1%Computer and TechnologySYKStryker$286,2400.0%7950.1%MedicalVDCVanguard Consumer Staples ETF$283,6720.0%1,3420.1%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$269,4050.0%3,8100.1%ETFRSPInvesco S&P 500 Equal Weight ETF$267,226$267,226 ▲New Holding1,5250.1%ETFWCLDWisdomTree Cloud Computing Fund$266,0540.0%7,0910.1%ManufacturingCOWZPacer US Cash Cows 100 ETF$265,1740.0%4,6950.1%ETFCALFPacer US Small Cap Cash Cows ETF$250,4170.0%5,6900.1%ETFIJHiShares Core S&P Mid-Cap ETF$247,6820.0%3,9750.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$237,801$237,801 ▲New Holding4,6500.1%ETFPANWPalo Alto Networks$227,450$113,725 ▲100.0%1,2500.1%Computer and TechnologyVTEXVTEX$225,8230.0%38,3400.1%Computer and TechnologyMCDMcDonald's$219,4470.0%7570.1%Retail/WholesaleAVGOBroadcom$217,930$217,930 ▲New Holding9400.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$202,7870.0%1,7600.1%ETFECFEllsworth Growth and Income Fund$99,0220.0%10,2190.0%FinanceEMBCEmbecta$0$2,434,423 ▼-100.0%00.0%MedicalDOMODomo$0$1,598,954 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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