Ceera Investments, LLC Purchases in Q3 2024

Ceera Investments, LLC

  • $247 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
20.4K
New
$180.43 - $223.9 $3.67M - $4.56M
20.4K $4.27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
27.1K
+ 74.52%
$91.42 - $91.82 $2.47M - $2.48M
63.4K $5.82M
PYPL
Pay Pal Holdings, Inc.

Financial Services
526
+ 0.66%
$57.22 - $80.08 $30.1K - $42.1K
80.5K $6.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
25.4K
New
$50.25 - $50.74 $1.28M - $1.29M
25.4K $1.29M
DOCU
Docusign, Inc.

Technology
5.68K
+ 7.27%
$49.73 - $62.53 $282K - $355K
83.8K $5.21M
DBX
Dropbox, Inc.

Technology
13.7K
+ 6.45%
$21.42 - $25.44 $294K - $349K
227K $5.77M
V
Visa Inc.

Financial Services
3.42K
New
$253.74 - $291.56 $869K - $998K
3.42K $941K
SBUX
Starbucks Corp

Consumer Cyclical
605
+ 1.66%
$72.51 - $98.6 $43.9K - $59.7K
37K $3.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.7K
+ 2.58%
$85.84 - $85.84 $1M - $1M
465K $40M
MSFT
Microsoft Corp

Technology
1.33K
+ 210.28%
$395.15 - $467.56 $525K - $621K
1.96K $843K
MA
Mastercard Inc

Financial Services
5
+ 0.06%
$429.6 - $500.99 $2.15K - $2.5K
8.69K $4.29M
UPS
United Parcel Service Inc

Industrials
3.08K
+ 78.25%
$123.32 - $147.38 $380K - $454K
7.02K $956K
BL
Blackline, Inc.

Technology
7.07K
New
$43.75 - $55.15 $309K - $390K
7.07K $389K
FRSH
Freshworks Inc.

Technology
33.4K
New
$10.96 - $13.63 $367K - $456K
33.4K $383K
MSM
Msc Industrial Direct CO Inc

Industrials
3.62K
+ 49.03%
$75.8 - $89.13 $274K - $323K
11K $946K
ABBV
Abb Vie Inc.

Healthcare
469
+ 5.12%
$163.84 - $199.33 $76.8K - $93.5K
9.63K $1.9M
SYK
Stryker Corp

Healthcare
795
New
$315.94 - $371.96 $251K - $296K
795 $287K
YELP
Yelp Inc

Communication Services
17.4K
+ 10.03%
$33.02 - $37.77 $575K - $658K
191K $6.7M
DOW
Dow Inc.

Basic Materials
4.38K
+ 18.63%
$50.15 - $55.41 $220K - $243K
27.9K $1.52M
MO
Altria Group, Inc.

Consumer Defensive
82
+ 0.17%
$45.95 - $54.71 $3.77K - $4.49K
47K $2.4M
MCD
Mcdonalds Corp

Consumer Cyclical
757
New
$245.82 - $304.51 $186K - $231K
757 $230K
KO
Coca Cola CO

Consumer Defensive
3.08K
New
$62.69 - $73.01 $193K - $225K
3.08K $221K
PFE
Pfizer Inc

Healthcare
6.07K
+ 13.19%
$27.7 - $31.39 $168K - $190K
52.1K $1.51M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.15K
New
$60.13 - $68.17 $189K - $215K
3.15K $213K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.76K
New
$105.53 - $118.34 $186K - $208K
1.76K $205K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.21K
New
$149.02 - $167.67 $180K - $203K
1.21K $202K
WPP
Wpp PLC

Communication Services
2.34K
+ 23.3%
$43.23 - $52.12 $101K - $122K
12.4K $632K
GIS
General Mills Inc

Consumer Defensive
725
+ 10.45%
$62.5 - $75.15 $45.3K - $54.5K
7.67K $565K
NVDA
Nvidia Corp

Technology
800
+ 26.14%
$98.91 - $134.91 $79.1K - $108K
3.86K $468K
QQQ
Invesco Qqq Trust, Series 1

ETFs
157
+ 10.72%
$434.77 - $502.96 $68.3K - $79K
1.62K $791K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
110
+ 17.05%
$475.2 - $527.7 $52.3K - $58K
755 $398K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 2.41%
$405.19 - $478.57 $6.08K - $7.18K
637 $293K
VTV
Vanguard Value ETF

ETFs
100
+ 6.58%
$159.75 - $174.57 $16K - $17.5K
1.62K $282K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
320
+ 5.96%
$42.22 - $48.62 $13.5K - $15.6K
5.69K $264K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
200
+ 4.45%
$53.41 - $57.9 $10.7K - $11.6K
4.7K $271K
XOM
Exxon Mobil Corp

Energy
157
+ 5.46%
$109.72 - $119.0 $17.2K - $18.7K
3.03K $355K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
95
+ 4.26%
$114.52 - $127.8 $10.9K - $12.1K
2.33K $291K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
370
+ 5.51%
$28.88 - $32.61 $10.7K - $12.1K
7.09K $226K
Atlassian Corporation
1.75K
+ 6.93%
N/A
26.9K $0
Corpay Inc
3.02K
+ 22.83%
N/A
16.3K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
26.6K
+ 185.63%
N/A
40.9K $0
Kenvue Inc
1.81K
+ 3.14%
N/A
59.5K $0
Aeries Technology Inc
10K
New
N/A
10K $0
AMZN
Amazon Com Inc

Consumer Cyclical
140
+ 1.99%
$161.02 - $200.0 $22.5K - $28K
7.18K $1.34M
Activity Summary
Buys All Purchases 45 New Holdings 12 Increased Positions 33 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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