The Analysis of CEERA INVESTMENTS, LLC's Holdings
Currently, CEERA INVESTMENTS, LLC holds 110 types of securities in its portfolio with a total value $320.5M. In the most recent quarter, they have increased their positions in IT (+29.0K shares, valued at $7.6M), UNH (+19.0K shares, valued at $6.6M), RSP (+11.5K shares, valued at $2.2M); decreased their positions in MOAT (-43.9K shares, valued at $4.4M), VBIL (-25.2K shares, valued at $1.9M), IBM (-5.0K shares, valued at $1.4M); initiated new positions in IT (+29.0K shares, valued at $7.6M), UNH (+19.0K shares, valued at $6.6M), IJR (+2.4K shares, valued at $288.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MOAT VANECK ETF TRUST468.0K shares-8.58%2025-09-302025-11-05
META META PLATFORMS INC22.3K shares-4.60%2025-09-302025-11-05 JPST J P MORGAN EXCHANGE TRADED F263.5K shares0.01%2025-09-302025-11-05 GOOGL ALPHABET INC48.4K shares-4.83%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO28.2K shares-5.40%2025-09-302025-11-05 AAPL APPLE INC30.7K shares-7.73%2025-09-302025-11-05 IT GARTNER INC29.0K sharesnew addition2025-09-302025-11-05 YELP YELP INC232.5K shares1.16%2025-09-302025-11-05 NICE NICE LTD49.3K shares0.99%2025-09-302025-11-05 ADBE ADOBE INC19.5K shares7.69%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC19.0K sharesnew addition2025-09-302025-11-05 PYPL PAYPAL HLDGS INC97.5K shares-4.40%2025-09-302025-11-05 FRSH FRESHWORKS INC539.1K shares-1.40%2025-09-302025-11-05 VEEV VEEVA SYS INC18.9K shares-5.42%2025-09-302025-11-05 GPN GLOBAL PMTS INC65.9K shares-2.51%2025-09-302025-11-05 GTLB GITLAB INC120.1K shares-0.21%2025-09-302025-11-05 CPAY CORPAY INC18.7K shares17.69%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW5.8K shares-7.05%2025-09-302025-11-05 CME CME GROUP INC19.6K shares-3.55%2025-09-302025-11-05 VBIL VANGUARD INSTL INDEX FD68.9K shares-26.77%2025-09-302025-11-05 DOCU DOCUSIGN INC72.1K shares-6.30%2025-09-302025-11-05 TW TRADEWEB MKTS INC46.7K shares-6.54%2025-09-302025-11-05 CRM SALESFORCE INC21.8K shares-4.76%2025-09-302025-11-05 SPYV SPDR SERIES TRUST92.4K shares30.60%2025-09-302025-11-05 WTV WISDOMTREE TR56.1K shares35.31%2025-09-302025-11-05 CPNG COUPANG INC154.4K shares-4.91%2025-09-302025-11-05 MA MASTERCARD INCORPORATED7.6K shares-11.63%2025-09-302025-11-05 TEAM ATLASSIAN CORPORATION24.7K shares-6.18%2025-09-302025-11-05 WDAY WORKDAY INC15.9K shares-3.55%2025-09-302025-11-05 VSTS VESTIS CORPORATION819.0K shares27.51%2025-09-302025-11-05 IVV ISHARES TR5.2K shares2.37%2025-09-302025-11-05 S SENTINELONE INC191.4K shares33.58%2025-09-302025-11-05 PAYX PAYCHEX INC25.6K shares-5.42%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T16.3K shares240.99%2025-09-302025-11-05 SMWB SIMILARWEB LTD319.0K shares0.00%2025-09-302025-11-05 MO ALTRIA GROUP INC43.6K shares-3.25%2025-09-302025-11-05 SPGI S&P GLOBAL INC5.4K shares-9.78%2025-09-302025-11-05 BILL BILL HOLDINGS INC47.2K shares96.54%2025-09-302025-11-05 SEMR SEMRUSH HLDGS INC330.2K shares0.00%2025-09-302025-11-05 ABBV ABBVIE INC9.4K shares-0.27%2025-09-302025-11-05 ALKT ALKAMI TECHNOLOGY INC85.2K shares13.70%2025-09-302025-11-05 MORN MORNINGSTAR INC8.9K shares-8.69%2025-09-302025-11-05 TOST TOAST INC55.0K shares0.00%2025-09-302025-11-05 BTI BRITISH AMERN TOB PLC33.0K shares0.00%2025-09-302025-11-05 GIS GENERAL MLS INC34.5K shares23.32%2025-09-302025-11-05 AMZN AMAZON COM INC7.2K shares0.00%2025-09-302025-11-05 PFE PFIZER INC60.2K shares1.00%2025-09-302025-11-05 UL UNILEVER PLC25.4K shares-1.38%2025-09-302025-11-05 CXM SPRINKLR INC182.1K shares0.00%2025-09-302025-11-05 UPS UNITED PARCEL SERVICE INC16.2K shares2.36%2025-09-302025-11-05 WK WORKIVA INC15.3K shares0.00%2025-09-302025-11-05 TGT TARGET CORP14.7K shares25.29%2025-09-302025-11-05 SKM SK TELECOM CO LTD58.9K shares61.37%2025-09-302025-11-05 CPB THE CAMPBELLS COMPANY39.9K shares25.05%2025-09-302025-11-05 CAH CARDINAL HEALTH INC7.6K shares-0.13%2025-09-302025-11-05 V VISA INC3.4K shares0.00%2025-09-302025-11-05 GTM ZOOMINFO TECHNOLOGIES INC104.9K shares0.00%2025-09-302025-11-05 CVX CHEVRON CORP NEW7.2K shares3.31%2025-09-302025-11-05 QQQ INVESCO QQQ TR1.9K shares27.36%2025-09-302025-11-05 KVUE KENVUE INC65.0K shares9.42%2025-09-302025-11-05 FROG JFROG LTD22.3K shares0.00%2025-09-302025-11-05 AVDX AVIDXCHANGE HOLDINGS INC104.5K shares0.00%2025-09-302025-11-05 HRB BLOCK H & R INC20.5K shares0.00%2025-09-302025-11-05 FIVN FIVE9 INC41.6K shares22.84%2025-09-302025-11-05 MSFT MICROSOFT CORP1.9K shares0.00%2025-09-302025-11-05 BL BLACKLINE INC18.8K shares0.00%2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC1.9K shares0.00%2025-09-302025-11-05 EXFY EXPENSIFY INC443.6K shares0.00%2025-09-302025-11-05 TAP MOLSON COORS BEVERAGE CO17.9K shares0.00%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS2.9K shares-63.85%2025-09-302025-11-05 WPP WPP PLC NEW32.0K shares0.00%2025-09-302025-11-05 EOG EOG RES INC6.9K shares0.00%2025-09-302025-11-05 TBIL RBB FD INC15.1K shares-46.04%2025-09-302025-11-05 BIL SPDR SERIES TRUST8.0K shares37.33%2025-09-302025-11-05 SHOP SHOPIFY INC4.3K shares0.00%2025-09-302025-11-05 AVPT AVEPOINT INC39.4K shares0.00%2025-09-302025-11-05 NVDA NVIDIA CORPORATION3.2K shares-15.84%2025-09-302025-11-05 FLC FLAHERTY & CRUMRINE TOTAL RE29.7K shares28.31%2025-09-302025-11-05 FFC FLAHERTY & CRUMRINE PFD SECS31.3K shares29.42%2025-09-302025-11-05 VOO VANGUARD INDEX FDS825 shares-8.84%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F9.3K shares0.00%2025-09-302025-11-05 DOW DOW INC21.4K shares-4.53%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL878 shares105.14%2025-09-302025-11-05 HUBS HUBSPOT INC920 shares0.00%2025-09-302025-11-05 IYW ISHARES TR2.2K shares-8.98%2025-09-302025-11-05 VBR VANGUARD INDEX FDS2.0K shares24.56%2025-09-302025-11-05 IGV ISHARES TR3.4K shares9.66%2025-09-302025-11-05 QQEW FIRST TR EXCHANGE-TRADED FD2.5K shares5.81%2025-09-302025-11-05 VTV VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-05 EFAV ISHARES TR3.8K shares0.00%2025-09-302025-11-05 MAR MARRIOTT INTL INC NEW1.2K shares0.00%2025-09-302025-11-05 QCOM QUALCOMM INC1.9K shares0.00%2025-09-302025-11-05 MCK MCKESSON CORP390 shares0.00%2025-09-302025-11-05 SYK STRYKER CORPORATION795 shares0.00%2025-09-302025-11-05 IJR ISHARES TR2.4K sharesnew addition2025-09-302025-11-05 VDC VANGUARD WORLD FD1.3K shares0.00%2025-09-302025-11-05 COWZ PACER FDS TR4.7K shares0.00%2025-09-302025-11-05 IJH ISHARES TR4.0K shares0.00%2025-09-302025-11-05 PANW PALO ALTO NETWORKS INC1.3K shares-0.64%2025-09-302025-11-05 CALF PACER FDS TR5.7K shares0.00%2025-09-302025-11-05 AVGO BROADCOM INC755 shares-20.53%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF3.8K shares0.00%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS4.1K shares0.00%2025-09-302025-11-05 SCZ ISHARES TR3.1K shares0.00%2025-09-302025-11-05 SPT SPROUT SOCIAL INC18.2K shares0.00%2025-09-302025-11-05 IEMG ISHARES INC3.5K shares0.00%2025-09-302025-11-05 MCD MCDONALDS CORP747 shares-1.32%2025-09-302025-11-05 VOE VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-11-05 TSLA TESLA INC453 sharesnew addition2025-09-302025-11-05 VTEX VTEX39.8K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available