Ceera Investments, LLC Top Holdings and 13F Report (2025) About Ceera Investments, LLCInvestment ActivityCeera Investments, LLC has $326.52 million in total holdings as of June 30, 2025.Ceera Investments, LLC owns shares of 112 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 12.51% of the portfolio was purchased this quarter.About 6.85% of the portfolio was sold this quarter.This quarter, Ceera Investments, LLC has purchased 101 new stocks and bought additional shares in 25 stocks.Ceera Investments, LLC sold shares of 33 stocks and completely divested from 4 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $48,018,229Meta Platforms $17,264,663JPMorgan Ultra-Short Income ETF $13,353,977American Express $9,494,759Alphabet $8,959,181 Largest New Holdings this Quarter 37637K108 - GitLab $5,431,018 Holding37940X102 - Global Payments $5,411,504 Holding29430C102 - VESTIS CORPORATION $3,680,156 Holding87612E106 - Target $1,153,613 Holding98139A105 - Workiva $1,047,353 Holding Largest Purchases this Quarter GitLab 120,395 shares (about $5.43M)Global Payments 67,610 shares (about $5.41M)VESTIS CORPORATION 642,261 shares (about $3.68M)JPMorgan Ultra-Short Income ETF 71,115 shares (about $3.60M)WisdomTree U.S. Value Fund 29,701 shares (about $2.57M) Largest Sales this Quarter CrowdStrike 14,746 shares (about $7.51M)iShares Ultra Short-Term Bond Active ETF 48,760 shares (about $2.47M)VANGUARD INSTL INDEX FD 17,608 shares (about $1.33M)VanEck Morningstar Wide Moat ETF 11,385 shares (about $1.07M)SPDR Bloomberg 1-3 Month T-Bill ETF 8,233 shares (about $755.21K) 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$48,018,229$1,067,799 ▼-2.2%511,97614.7%ETFMETAMeta Platforms$17,264,663$62,738 ▼-0.4%23,3915.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$13,353,977$3,604,108 ▲37.0%263,4964.1%ETFAXPAmerican Express$9,494,759$74,960 ▼-0.8%29,7662.9%FinanceGOOGLAlphabet$8,959,181$70,492 ▼-0.8%50,8382.7%Computer and TechnologyNICENice$8,242,301$193,740 ▲2.4%48,7972.5%Computer and TechnologyFRSHFreshworks$8,151,878$1,361,939 ▲20.1%546,7392.5%Computer and TechnologyYELPYelp$7,877,885$181,185 ▲2.4%229,8772.4%Computer and TechnologyPYPLPayPal$7,577,816$1,721,623 ▲29.4%101,9622.3%Business ServicesTWTradeweb Markets$7,309,752$72,468 ▼-1.0%49,9302.2%FinanceVANGUARD INSTL INDEX FD$7,111,144$1,330,284 ▼-15.8%94,1252.2%0-3 MO TREAS BILADBEAdobe$6,991,695$907,620 ▲14.9%18,0722.1%Computer and TechnologyAAPLApple$6,818,2090.0%33,2322.1%Computer and TechnologyCRMSalesforce$6,243,783$87,261 ▼-1.4%22,8971.9%Computer and TechnologyCOSTCostco Wholesale$6,123,7690.0%6,1861.9%Retail/WholesaleDBXDropbox$6,118,512$143,057 ▼-2.3%213,9341.9%Computer and TechnologyDOCUDocusign$5,992,623$137,086 ▼-2.2%76,9371.8%Computer and TechnologyVEEVVeeva Systems$5,747,793$53,276 ▼-0.9%19,9591.8%MedicalCMECME Group$5,593,157$64,771 ▼-1.1%20,2931.7%FinanceGTLBGitLab$5,431,018$5,431,018 ▲New Holding120,3951.7%Computer and TechnologyGPNGlobal Payments$5,411,504$5,411,504 ▲New Holding67,6101.7%Business ServicesTEAMAtlassian$5,353,046$46,711 ▼-0.9%26,3581.6%Computer and TechnologyCORPAY INC$5,278,261$36,500 ▼-0.7%15,9071.6%COM SHSCPNGCoupang$4,863,047$16,358 ▼-0.3%162,3181.5%Retail/WholesaleMAMastercard$4,829,874$16,858 ▼-0.3%8,5951.5%Business ServicesWDAYWorkday$3,954,480$39,600 ▼-1.0%16,4771.2%Computer and TechnologyPAYXPaychex$3,931,057$22,546 ▼-0.6%27,0251.2%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$3,704,521$2,515,356 ▲211.5%70,7781.1%ETFVESTIS CORPORATION$3,680,156$3,680,156 ▲New Holding642,2611.1%COM SHSWTVWisdomTree U.S. Value Fund$3,580,070$2,566,166 ▲253.1%41,4361.1%FinanceSBUXStarbucks$3,317,697$14,202 ▼-0.4%36,2081.0%Retail/WholesaleIVViShares Core S&P 500 ETF$3,174,041$620,900 ▲24.3%5,1121.0%ETFSPGIS&P Global$3,143,176$6,327 ▼-0.2%5,9611.0%FinanceMORNMorningstar$3,072,1190.0%9,7860.9%Business ServicesSEMRSemrush$2,988,265$783,640 ▲35.5%330,1950.9%Computer and TechnologyMOAltria Group$2,643,190$10,260 ▼-0.4%45,0830.8%Consumer StaplesSSentinelOne$2,619,250$24,221 ▼-0.9%143,2850.8%Computer and TechnologySMWBSimilarweb$2,501,1720.0%319,0270.8%Computer and TechnologyTOSTToast$2,435,9500.0%55,0000.7%Computer and TechnologyIBMInternational Business Machines$2,323,7510.0%7,8830.7%Computer and TechnologyALKTAlkami Technology$2,257,215$416,987 ▲22.7%74,8910.7%Computer and TechnologyABBVAbbVie$1,745,942$2,784 ▼-0.2%9,4060.5%MedicalMSMMSC Industrial Direct$1,633,489$167,659 ▲11.4%19,2130.5%IndustrialsUPSUnited Parcel Service$1,594,044$128,093 ▲8.7%15,7920.5%TransportationAMZNAmazon.com$1,579,8270.0%7,2010.5%Retail/WholesaleULUnilever$1,573,904$15,904 ▼-1.0%25,7300.5%Consumer StaplesBTIBritish American Tobacco$1,560,2330.0%32,9650.5%Consumer StaplesCXMSprinklr$1,540,6080.0%182,1050.5%Business ServicesGISGeneral Mills$1,449,022$105,537 ▲7.9%27,9680.4%Consumer StaplesPFEPfizer$1,443,904$74,296 ▲5.4%59,5670.4%MedicalTBILUS Treasury 3 Month Bill ETF$1,398,110$689,031 ▼-33.0%27,9650.4%ETFCAHCardinal Health$1,279,3200.0%7,6150.4%MedicalKVUEKenvue$1,244,1210.0%59,4420.4%Consumer StaplesVVisa$1,221,7270.0%3,4410.4%Business ServicesTGTTarget$1,153,613$1,153,613 ▲New Holding11,6940.4%Retail/WholesaleEXFYExpensify$1,149,028$11,163 ▲1.0%443,6400.4%Business ServicesHRBH&R Block$1,125,7940.0%20,5100.3%Consumer DiscretionaryWPPWPP$1,119,970$122,535 ▲12.3%31,9900.3%Business ServicesBILLBILL$1,110,703$845,633 ▲319.0%24,0100.3%Computer and TechnologyBLBlackLine$1,066,947$24,347 ▲2.3%18,8440.3%Computer and TechnologyZIZoomInfo Technologies$1,062,043$757,988 ▲249.3%104,9450.3%Computer and TechnologyWKWorkiva$1,047,353$1,047,353 ▲New Holding15,3010.3%Computer and TechnologyAVDXAvidXchange$1,023,251$722,698 ▲240.5%104,5200.3%Computer and TechnologyCVXChevron$998,321$998,321 ▲New Holding6,9720.3%EnergyCRWDCrowdStrike$993,155$7,510,289 ▼-88.3%1,9500.3%Computer and TechnologyTHE CAMPBELLS COMPANY$978,808$546,643 ▲126.5%31,9350.3%COMFROGJFrog$978,0850.0%22,2900.3%Computer and TechnologyMSFTMicrosoft$966,8600.0%1,9440.3%Computer and TechnologyFIVNFive9$897,275$643,067 ▲253.0%33,8850.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$867,263$226,266 ▲35.3%4,7720.3%ETFTAPMolson Coors Beverage$860,811$1,683 ▼-0.2%17,9000.3%Consumer StaplesSKMSK Telecom$852,275$852,275 ▲New Holding36,5000.3%Computer and TechnologyEOGEOG Resources$824,352$824,352 ▲New Holding6,8920.3%EnergyQQQInvesco QQQ$806,4170.0%1,4620.2%FinanceBKEBuckle$804,056$2,268 ▼-0.3%17,7300.2%Retail/WholesaleAVPTAvePoint$761,5860.0%39,4400.2%Computer and TechnologyNVDANVIDIA$593,568$23,698 ▼-3.8%3,7570.2%Computer and TechnologyDOWDOW$593,470$22,640 ▼-3.7%22,4120.2%Basic MaterialsICSHiShares Ultra Short-Term Bond Active ETF$536,005$2,472,621 ▼-82.2%10,5700.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$532,951$755,213 ▼-58.6%5,8100.2%ETFVOOVanguard S&P 500 ETF$514,067$28,401 ▲5.8%9050.2%ETFHUBSHubSpot$512,1000.0%9200.2%Computer and TechnologySHOPShopify$492,5450.0%4,2700.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$458,989$458,989 ▲New Holding9,2800.1%ETFIYWiShares U.S. Technology ETF$414,9820.0%2,3950.1%ManufacturingFLCFlaherty & Crumrine Total Return Fund$393,890$393,890 ▲New Holding23,1700.1%Financial ServicesFFCFlaherty & Crumrine Preferred Securities Income Fund$393,729$393,729 ▲New Holding24,1700.1%Financial ServicesSPTSprout Social$379,7260.0%18,1600.1%Computer and TechnologyMARMarriott International$337,4140.0%1,2350.1%Consumer DiscretionaryIGViShares Expanded Tech-Software Sector ETF$334,5230.0%3,0550.1%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$320,2690.0%3,8100.1%ETFQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$317,3390.0%2,3250.1%ManufacturingSYKStryker$314,5260.0%7950.1%MedicalVTVVanguard Value ETF$311,062$17,674 ▼-5.4%1,7600.1%ETFVBRVanguard Small-Cap Value ETF$309,6760.0%1,5880.1%ETFQCOMQUALCOMM$298,6130.0%1,8750.1%Computer and TechnologyVDCVanguard Consumer Staples ETF$293,8980.0%1,3420.1%ETFWHRWhirlpool$286,2070.0%2,8220.1%Consumer DiscretionaryMCKMcKesson$285,7840.0%3900.1%MedicalVTEXVTEX$262,6800.0%39,8000.1%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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