Ceera Investments, LLC Portfolio Holdings

Ceera Investments, LLC

  • $266 Million
  • Q1 2025

Ceera Investments, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $266 Million distributed in 101 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 $44.9M, Meta Platforms, Inc. with a value of $13.5M, Jp Morgan ETF Tr Ultra Short I with a value of $9.74M, Yelp Inc with a value of $8.32M, and American Express CO with a value of $8.07M.

Examining the 13F form we can see an decrease of $6.83M in the current position value, from $273M to 266M.

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 $266 Million
Technology: $81.9 Million
ETFs: $68.4 Million
Financial Services: $38.3 Million
Communication Services: $33.5 Million
Consumer Defensive: $14.9 Million
Consumer Cyclical: $11.1 Million
Healthcare: $9.68 Million
Industrials: $7.13 Million
Other: $1.14 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62T
$13.5 Million 5.09% of portfolio
23,476
Q1 2025 Reduced 0.89%
$236B
$8.07 Million 3.03% of portfolio
30,001
Q1 2025 Reduced 0.25%
$1.07T
$7.92 Million 2.98% of portfolio
51,238
Q1 2025 Reduced 0.15%
$3.38T
$7.38 Million 2.78% of portfolio
33,232
Q1 2025 Reduced 9.91%
$260B
$6.23 Million 2.34% of portfolio
23,217
Q1 2025 Added 0.08%
$422B
$5.85 Million 2.2% of portfolio
6,186
Q1 2025 Reduced 0.11%
$530B
$4.73 Million 1.78% of portfolio
8,625
Q1 2025 Reduced 0.69%
$253B
$1.96 Million 0.74% of portfolio
7,883
Q1 2025 Reduced 8.53%
$338B
$1.97 Million 0.74% of portfolio
9,421
Q1 2025 Reduced 0.53%
$2.28T
$1.37 Million 0.52% of portfolio
7,201
Q1 2025 Added 0.93%
$572B
$1.21 Million 0.45% of portfolio
3,441
Q1 2025 Added 0.5%
$3.81T
$729,000 0.27% of portfolio
1,944
Q1 2025 Added 4.46%
$431B
$423,000 0.16% of portfolio
3,907
Q1 2025 Added 1.22%
$465B
$325,000 0.12% of portfolio
2,739
Q1 2025 Reduced 5.94%
$221B
$237,000 0.09% of portfolio
761
Q1 2025 Added 0.53%
$631B
$227,000 0.09% of portfolio
428
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $266 Million
  • Prior Value $273 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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