Ceera Investments, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $298 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $43.9M, Meta Platforms, Inc. with a value of $17.3M, Jp Morgan ETF Tr Ultra Short I with a value of $13.4M, American Express CO with a value of $9.49M, and Alphabet Inc. with a value of $8.96M.
Examining the 13F form we can see an increase of $32.1M in the current position value, from $266M to 298M.
Ceera Investments, LLC is based out at Bellaire, TX
Below you can find more details about Ceera Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$298 Million
Technology: $86.2 Million
ETFs: $75.4 Million
Financial Services: $43.2 Million
Communication Services: $38.6 Million
Consumer Defensive: $16.3 Million
Industrials: $12.6 Million
Consumer Cyclical: $12.5 Million
Healthcare: $10.8 Million
Other: $2.42 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions