13F HOLDINGS REPORT
CEERA INVESTMENTS, LLC
Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0001860698-25-000002
Total Value
$290.3M
Positions
101
Other Managers
0
Confidential Omitted
No
Holdings (101)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 92189F643 | 523,361 | $46.1M | 15.86% |
| 2 | META PLATFORMS INC | META | 23,476 | $13.5M | 4.66% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 192,381 | $9.7M | 3.35% |
| 4 | VANGUARD INSTL INDEX FD | 922040845 | 111,733 | $8.4M | 2.90% |
| 5 | YELP INC | YELP | 224,590 | $8.3M | 2.86% |
| 6 | AMERICAN EXPRESS CO | AXP | 30,001 | $8.1M | 2.78% |
| 7 | ALPHABET INC | GOOG | 51,238 | $7.9M | 2.73% |
| 8 | TRADEWEB MKTS INC | 892672106 | 50,425 | $7.5M | 2.58% |
| 9 | APPLE INC | AAPL | 33,232 | $7.4M | 2.54% |
| 10 | NICE LTD | NCSYF | 47,650 | $7.3M | 2.53% |
| 11 | FRESHWORKS INC | FRSH | 455,395 | $6.4M | 2.21% |
| 12 | DOCUSIGN INC | DOCU | 78,697 | $6.4M | 2.21% |
| 13 | FIDELITY NATL INFORMATION SV | 31620M106 | 85,768 | $6.4M | 2.21% |
| 14 | SALESFORCE INC | CRM | 23,217 | $6.2M | 2.15% |
| 15 | ADOBE INC | ADBE | 15,726 | $6.0M | 2.08% |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 16,696 | $5.9M | 2.03% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 6,186 | $5.9M | 2.02% |
| 18 | DROPBOX INC | DBX | 218,936 | $5.8M | 2.01% |
| 19 | ATLASSIAN CORPORATION | TEAM | 26,588 | $5.6M | 1.94% |
| 20 | CORPAY INC | CPAY | 16,017 | $5.6M | 1.92% |
| 21 | CME GROUP INC | CME | 20,528 | $5.4M | 1.88% |
| 22 | PAYPAL HLDGS INC | PYPL | 78,797 | $5.1M | 1.77% |
| 23 | MASTERCARD INCORPORATED | MA | 8,625 | $4.7M | 1.63% |
| 24 | VEEVA SYS INC | VEEV | 20,144 | $4.7M | 1.61% |
| 25 | PAYCHEX INC | PAYX | 27,180 | $4.2M | 1.44% |
| 26 | WORKDAY INC | WDAY | 16,642 | $3.9M | 1.34% |
| 27 | COUPANG INC | CPNG | 162,864 | $3.6M | 1.23% |
| 28 | STARBUCKS CORP | SBUX | 36,363 | $3.6M | 1.23% |
| 29 | S&P GLOBAL INC | SPGI | 5,973 | $3.0M | 1.05% |
| 30 | ISHARES TR | 46434V878 | 59,330 | $3.0M | 1.04% |
| 31 | MORNINGSTAR INC | MORN | 9,786 | $2.9M | 1.01% |
| 32 | ALTRIA GROUP INC | MO | 45,258 | $2.7M | 0.94% |
| 33 | SIMILARWEB LTD | SMWB | 319,027 | $2.6M | 0.91% |
| 34 | SENTINELONE INC | S | 144,610 | $2.6M | 0.91% |
| 35 | ISHARES TR | 464287200 | 4,112 | $2.3M | 0.80% |
| 36 | SEMRUSH HLDGS INC | SEMR | 243,605 | $2.3M | 0.78% |
| 37 | RBB FD INC | 74933W452 | 41,747 | $2.1M | 0.72% |
| 38 | ABBVIE INC | ABBV | 9,421 | $2.0M | 0.68% |
| 39 | INTERNATIONAL BUSINESS MACHS | INTR | 7,883 | $2.0M | 0.68% |
| 40 | TOAST INC | TOST | 55,000 | $1.8M | 0.63% |
| 41 | ALKAMI TECHNOLOGY INC | ALKT | 61,056 | $1.6M | 0.55% |
| 42 | UNITED PARCEL SERVICE INC | UPS | 14,523 | $1.6M | 0.55% |
| 43 | GENERAL MLS INC | 370334104 | 25,931 | $1.6M | 0.53% |
| 44 | UNILEVER PLC | UNLYF | 25,990 | $1.5M | 0.53% |
| 45 | SPRINKLR INC | CXM | 182,105 | $1.5M | 0.52% |
| 46 | PFIZER INC | PFE | 56,502 | $1.4M | 0.49% |
| 47 | KENVUE INC | KVUE | 59,442 | $1.4M | 0.49% |
| 48 | AMAZON COM INC | AMZN | 7,201 | $1.4M | 0.47% |
| 49 | BRITISH AMERN TOB PLC | 110448107 | 32,965 | $1.4M | 0.47% |
| 50 | MSC INDL DIRECT INC | 553530106 | 17,241 | $1.3M | 0.46% |
| 51 | EXPENSIFY INC | EXFY | 439,330 | $1.3M | 0.46% |
| 52 | SPDR SER TR | 78468R663 | 14,043 | $1.3M | 0.44% |
| 53 | VISA INC | V | 3,441 | $1.2M | 0.42% |
| 54 | SPDR SER TR | 78464A508 | 22,720 | $1.2M | 0.40% |
| 55 | BLOCK H & R INC | BSQKZ | 20,510 | $1.1M | 0.39% |
| 56 | MOLSON COORS BEVERAGE CO | TAP-A | 17,935 | $1.1M | 0.38% |
| 57 | WPP PLC NEW | WPPGF | 28,490 | $1.1M | 0.37% |
| 58 | CARDINAL HEALTH INC | CAH | 7,615 | $1.0M | 0.36% |
| 59 | WISDOMTREE TR | WT | 11,735 | $964,265 | 0.33% |
| 60 | BLACKLINE INC | BL | 18,414 | $891,606 | 0.31% |
| 61 | DOW INC | DOW | 23,267 | $812,484 | 0.28% |
| 62 | MICROSOFT CORP | MSFT | 1,944 | $729,679 | 0.25% |
| 63 | JFROG LTD | FROG | 22,290 | $713,280 | 0.25% |
| 64 | INVESCO QQQ TR | IVZ | 1,462 | $685,493 | 0.24% |
| 65 | BUCKLE INC | BKE | 17,780 | $681,330 | 0.23% |
| 66 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,527 | $610,982 | 0.21% |
| 67 | AVEPOINT INC | AVPT | 39,440 | $569,514 | 0.20% |
| 68 | THE CAMPBELLS COMPANY | CPB | 14,100 | $562,872 | 0.19% |
| 69 | HUBSPOT INC | HUBS | 920 | $525,587 | 0.18% |
| 70 | COUCHBASE INC | 22207T101 | 32,920 | $518,490 | 0.18% |
| 71 | VANGUARD INDEX FDS | 922908363 | 855 | $439,393 | 0.15% |
| 72 | NVIDIA CORPORATION | NVDA | 3,907 | $423,450 | 0.15% |
| 73 | SHOPIFY INC | SHOP | 4,270 | $407,700 | 0.14% |
| 74 | SPROUT SOCIAL INC | SPT | 18,160 | $399,338 | 0.14% |
| 75 | ISHARES TR | 464287721 | 2,395 | $336,354 | 0.12% |
| 76 | EXXON MOBIL CORP | XOM | 2,739 | $325,745 | 0.11% |
| 77 | VANGUARD INDEX FDS | 922908744 | 1,860 | $321,296 | 0.11% |
| 78 | ZOOMINFO TECHNOLOGIES INC | GTM | 30,045 | $300,450 | 0.10% |
| 79 | ISHARES TR | 46429B689 | 3,810 | $296,875 | 0.10% |
| 80 | STRYKER CORPORATION | SYK | 795 | $295,939 | 0.10% |
| 81 | VANGUARD INDEX FDS | 922908611 | 1,588 | $295,829 | 0.10% |
| 82 | MARRIOTT INTL INC NEW | 571903202 | 1,235 | $294,177 | 0.10% |
| 83 | VANGUARD WORLD FD | 92204A207 | 1,342 | $293,656 | 0.10% |
| 84 | QUALCOMM INC | QCOM | 1,875 | $288,019 | 0.10% |
| 85 | FIRST TR NAS100 EQ WEIGHTED | 337344105 | 2,325 | $281,162 | 0.10% |
| 86 | ISHARES TR | 464287515 | 3,055 | $271,864 | 0.09% |
| 87 | BILL HOLDINGS INC | BILL | 5,730 | $262,950 | 0.09% |
| 88 | MCKESSON CORP | MCK | 390 | $262,466 | 0.09% |
| 89 | FIVE9 INC | FIVN | 9,600 | $260,640 | 0.09% |
| 90 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 30,700 | $260,336 | 0.09% |
| 91 | PACER FDS TR | 69374H881 | 4,695 | $257,098 | 0.09% |
| 92 | WHIRLPOOL CORP | WHR-PA | 2,822 | $254,347 | 0.09% |
| 93 | MCDONALDS CORP | MCD | 761 | $237,714 | 0.08% |
| 94 | ISHARES TR | 464287507 | 3,975 | $231,941 | 0.08% |
| 95 | WISDOMTREE TR | WT | 7,091 | $230,103 | 0.08% |
| 96 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 428 | $227,944 | 0.08% |
| 97 | PALO ALTO NETWORKS INC | PANW | 1,258 | $214,665 | 0.07% |
| 98 | PACER FDS TR | 69374H857 | 5,690 | $213,375 | 0.07% |
| 99 | COCA COLA CO | KO | 2,878 | $206,122 | 0.07% |
| 100 | VTEX | VTEX | 39,800 | $201,786 | 0.07% |
| 101 | ISHARES TR | 464288273 | 3,150 | $200,120 | 0.07% |