Ceera Investments, LLC Top Holdings and 13F Report (2025) About Ceera Investments, LLCInvestment ActivityCeera Investments, LLC has $290.33 million in total holdings as of March 31, 2025.Ceera Investments, LLC owns shares of 101 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 10.85% of the portfolio was purchased this quarter.About 6.02% of the portfolio was sold this quarter.This quarter, Ceera Investments, LLC has purchased 98 new stocks and bought additional shares in 33 stocks.Ceera Investments, LLC sold shares of 30 stocks and completely divested from 6 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $46,055,768Meta Platforms $13,530,627JPMorgan Ultra-Short Income ETF $9,740,250VANGUARD INSTL INDEX FD $8,429,138Yelp $8,316,568 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $8,429,138 Holding46434V878 - iShares Ultra Short-Term Bond Active ETF $3,008,031 Holding97717W547 - WisdomTree U.S. Value Fund $964,265 Holding090043100 - BILL $262,950 Holding338307101 - Five9 $260,640 Holding Largest Purchases this Quarter VANGUARD INSTL INDEX FD 111,733 shares (about $8.43M)JPMorgan Ultra-Short Income ETF 71,816 shares (about $3.64M)VanEck Morningstar Wide Moat ETF 35,322 shares (about $3.11M)iShares Ultra Short-Term Bond Active ETF 59,330 shares (about $3.01M)NICE 18,431 shares (about $2.84M) Largest Sales this Quarter McKesson 8,583 shares (about $5.78M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 60,959 shares (about $5.59M)Apple 3,654 shares (about $811.66K)DocuSign 3,338 shares (about $271.71K)International Business Machines 735 shares (about $182.77K) 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$46,055,768$3,108,336 ▲7.2%523,36115.9%ETFMETAMeta Platforms$13,530,627$122,188 ▼-0.9%23,4764.7%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$9,740,250$3,636,044 ▲59.6%192,3813.4%ETFVANGUARD INSTL INDEX FD$8,429,138$8,429,138 ▲New Holding111,7332.9%0-3 MO TREAS BILYELPYelp$8,316,568$393,703 ▲5.0%224,5902.9%Computer and TechnologyAXPAmerican Express$8,071,769$20,179 ▼-0.2%30,0012.8%FinanceGOOGLAlphabet$7,923,444$12,217 ▼-0.2%51,2382.7%Computer and TechnologyTWTradeweb Markets$7,486,096$24,496 ▼-0.3%50,4252.6%FinanceAAPLApple$7,381,824$811,663 ▼-9.9%33,2322.5%Computer and TechnologyNICENICE$7,346,201$2,841,507 ▲63.1%47,6502.5%Computer and TechnologyFRSHFreshworks$6,425,623$353 ▼0.0%455,3952.2%Computer and TechnologyDOCUDocuSign$6,405,936$271,713 ▼-4.1%78,6972.2%Computer and TechnologyFISFidelity National Information Services$6,405,154$136,888 ▼-2.1%85,7682.2%Business ServicesCRMSalesforce$6,230,514$5,099 ▲0.1%23,2172.1%Computer and TechnologyADBEAdobe$6,031,393$1,971,728 ▲48.6%15,7262.1%Computer and TechnologyCRWDCrowdStrike$5,886,676$139,269 ▼-2.3%16,6962.0%Computer and TechnologyCOSTCostco Wholesale$5,850,595$6,620 ▼-0.1%6,1862.0%Retail/WholesaleDBXDropbox$5,847,781$182,696 ▼-3.0%218,9362.0%Computer and TechnologyTEAMAtlassian$5,642,239$2,122 ▼0.0%26,5881.9%Computer and TechnologyCORPAY INC$5,585,448$20,574 ▼-0.4%16,0171.9%COM SHSCMECME Group$5,445,873$25,468 ▼-0.5%20,5281.9%FinancePYPLPayPal$5,141,504$3,262 ▲0.1%78,7971.8%Computer and TechnologyMAMastercard$4,727,535$32,887 ▼-0.7%8,6251.6%Business ServicesVEEVVeeva Systems$4,665,955$3,243 ▲0.1%20,1441.6%MedicalPAYXPaychex$4,193,330$39,341 ▼-0.9%27,1801.4%Business ServicesWDAYWorkday$3,886,406$1,168 ▼0.0%16,6421.3%Computer and TechnologyCPNGCoupang$3,571,608$1,908 ▼-0.1%162,8641.2%Retail/WholesaleSBUXStarbucks$3,566,802$1,373 ▲0.0%36,3631.2%Retail/WholesaleSPGIS&P Global$3,034,881$8,638 ▲0.3%5,9731.0%Business ServicesICSHiShares Ultra Short-Term Bond Active ETF$3,008,031$3,008,031 ▲New Holding59,3301.0%ETFMORNMorningstar$2,934,5280.0%9,7861.0%Business ServicesMOAltria Group$2,716,3580.0%45,2580.9%Consumer StaplesSMWBSimilarweb$2,638,353$489,584 ▲22.8%319,0270.9%Computer and TechnologySSentinelOne$2,629,010$122,442 ▼-4.5%144,6100.9%Computer and TechnologyIVViShares Core S&P 500 ETF$2,310,533$41,581 ▲1.8%4,1120.8%ETFSEMRSemrush$2,272,835$741,828 ▲48.5%243,6050.8%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$2,087,767$107,271 ▲5.4%41,7470.7%ETFABBVAbbVie$1,973,888$10,476 ▼-0.5%9,4210.7%MedicalIBMInternational Business Machines$1,960,187$182,765 ▼-8.5%7,8830.7%Computer and TechnologyTOSTToast$1,824,3500.0%55,0000.6%Computer and TechnologyALKTAlkami Technology$1,602,7200.0%61,0560.6%Computer and TechnologyUPSUnited Parcel Service$1,597,385$354,718 ▲28.5%14,5230.6%TransportationGISGeneral Mills$1,550,414$1,092,064 ▲238.3%25,9310.5%Consumer StaplesULUnilever$1,547,705$5,955 ▼-0.4%25,9900.5%Consumer StaplesCXMSprinklr$1,520,5770.0%182,1050.5%Business ServicesPFEPfizer$1,431,761$281,401 ▲24.5%56,5020.5%MedicalKVUEKenvue$1,425,4190.0%59,4420.5%Consumer StaplesAMZNAmazon.com$1,370,062$12,557 ▲0.9%7,2010.5%Retail/WholesaleBTIBritish American Tobacco$1,363,762$183,890 ▲15.6%32,9650.5%Consumer StaplesMSMMSC Industrial Direct$1,339,108$224,699 ▲20.2%17,2410.5%IndustrialsEXFYExpensify$1,335,5630.0%439,3300.5%Business ServicesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,288,164$5,591,767 ▼-81.3%14,0430.4%ETFVVisa$1,205,933$5,958 ▲0.5%3,4410.4%Business ServicesSPYVSPDR Portfolio S&P 500 Value ETF$1,160,310$922,835 ▲388.6%22,7200.4%ETFHRBH&R Block$1,126,204$39,535 ▼-3.4%20,5100.4%Consumer DiscretionaryTAPMolson Coors Beverage$1,091,703$18,565 ▼-1.7%17,9350.4%Consumer StaplesWPPWPP$1,081,480$471,843 ▲77.4%28,4900.4%Business ServicesCAHCardinal Health$1,049,119$146,725 ▼-12.3%7,6150.4%MedicalWTVWisdomTree U.S. Value Fund$964,265$964,265 ▲New Holding11,7350.3%FinanceBLBlackLine$891,6060.0%18,4140.3%Computer and TechnologyDOWDOW$812,484$151,029 ▲22.8%23,2670.3%Basic MaterialsMSFTMicrosoft$729,679$31,154 ▲4.5%1,9440.3%Computer and TechnologyFROGJFrog$713,2800.0%22,2900.2%Computer and TechnologyQQQInvesco QQQ$685,4930.0%1,4620.2%FinanceBKEBuckle$681,330$6,514 ▼-0.9%17,7800.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$610,982$346,806 ▲131.3%3,5270.2%ETFAVPTAvePoint$569,5140.0%39,4400.2%Computer and TechnologyTHE CAMPBELLS COMPANY$562,872$226,746 ▲67.5%14,1000.2%COMHUBSHubSpot$525,5870.0%9200.2%Computer and TechnologyBASECouchbase$518,4900.0%32,9200.2%Computer and TechnologyVOOVanguard S&P 500 ETF$439,3930.0%8550.2%ETFNVDANVIDIA$423,450$5,094 ▲1.2%3,9070.1%Computer and TechnologySHOPShopify$407,7000.0%4,2700.1%Computer and TechnologySPTSprout Social$399,3380.0%18,1600.1%Computer and TechnologyIYWiShares U.S. Technology ETF$336,3540.0%2,3950.1%ManufacturingXOMExxon Mobil$325,745$20,575 ▼-5.9%2,7390.1%EnergyVTVVanguard Value ETF$321,296$10,364 ▲3.3%1,8600.1%ETFZIZoomInfo Technologies$300,450$1,850 ▲0.6%30,0450.1%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$296,8750.0%3,8100.1%ETFSYKStryker$295,9390.0%7950.1%MedicalVBRVanguard Small-Cap Value ETF$295,8290.0%1,5880.1%ETFMARMarriott International$294,1770.0%1,2350.1%Consumer DiscretionaryVDCVanguard Consumer Staples ETF$293,6560.0%1,3420.1%ETFQCOMQUALCOMM$288,0190.0%1,8750.1%Computer and TechnologyQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$281,1620.0%2,3250.1%ManufacturingIGViShares Expanded Tech-Software Sector ETF$271,8640.0%3,0550.1%ETFBILLBILL$262,950$262,950 ▲New Holding5,7300.1%Computer and TechnologyMCKMcKesson$262,466$5,776,271 ▼-95.7%3900.1%MedicalFIVNFive9$260,640$260,640 ▲New Holding9,6000.1%Computer and TechnologyAVDXAvidXchange$260,336$260,336 ▲New Holding30,7000.1%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$257,0980.0%4,6950.1%ETFWHRWhirlpool$254,347$4,597 ▼-1.8%2,8220.1%Consumer DiscretionaryMCDMcDonald's$237,714$1,249 ▲0.5%7610.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$231,9410.0%3,9750.1%ETFWCLDWisdomTree Cloud Computing Fund$230,1030.0%7,0910.1%ManufacturingBRK.BBerkshire Hathaway$227,944$227,944 ▲New Holding4280.1%FinancePANWPalo Alto Networks$214,665$1,365 ▲0.6%1,2580.1%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$213,3750.0%5,6900.1%ETFKOCoca-Cola$206,122$206,122 ▲New Holding2,8780.1%Consumer StaplesVTEXVTEX$201,786$7,402 ▲3.8%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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