The Analysis of CEERA INVESTMENTS, LLC's Holdings
Currently, CEERA INVESTMENTS, LLC holds 87 types of securities in its portfolio with a total value $258.9M. In the most recent quarter, they have increased their positions in KVUE (+85.2K shares, valued at $1.5M), N/A (+11.9K shares, valued at $781.3K), WDAY (+2.9K shares, valued at $627.2K); decreased their positions in META (-5.8K shares, valued at $3.8M), SEMR (-318.9K shares, valued at $3.8M), MOAT (-33.6K shares, valued at $3.5M); initiated new positions in N/A (+11.9K shares, valued at $781.3K), AFLG (+6.5K shares, valued at $253.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MOAT VANECK ETF TRUST434.4K shares-7.19%2025-12-312026-02-09
JPST J P MORGAN EXCHANGE TRADED F241.4K shares-8.39%2025-12-312026-02-09 ALPHABET INC ALPHABET INC38.2K shares-21.04%2025-12-312026-02-09 META META PLATFORMS INC16.5K shares-26.04%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO23.5K shares-16.59%2025-12-312026-02-09 AAPL APPLE INC28.4K shares-7.53%2025-12-312026-02-09 IT GARTNER INC25.4K shares-12.41%2025-12-312026-02-09 UNH UNITEDHEALTH GROUP INC18.0K shares-5.33%2025-12-312026-02-09 YELP YELP INC192.4K shares-17.24%2025-12-312026-02-09 CORPAY INC CORPAY INC18.1K shares-3.46%2025-12-312026-02-09 CRM SALESFORCE INC20.5K shares-5.92%2025-12-312026-02-09 VSTS VESTIS CORPORATION795.2K shares-2.90%2025-12-312026-02-09 ADBE ADOBE INC15.1K shares-22.19%2025-12-312026-02-09 FRSH FRESHWORKS INC419.1K shares-22.27%2025-12-312026-02-09 WTV WISDOMTREE TR54.8K shares-2.26%2025-12-312026-02-09 GPN GLOBAL PMTS INC64.5K shares-2.20%2025-12-312026-02-09 PYPL PAYPAL HLDGS INC84.8K shares-12.97%2025-12-312026-02-09 GTLB GITLAB INC129.7K shares7.92%2025-12-312026-02-09 SPYV SPDR SERIES TRUST85.4K shares-7.66%2025-12-312026-02-09 DOCU DOCUSIGN INC67.8K shares-5.94%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW5.3K shares-6.96%2025-12-312026-02-09 TW TRADEWEB MKTS INC39.2K shares-15.94%2025-12-312026-02-09 CME CME GROUP INC15.2K shares-22.41%2025-12-312026-02-09 VEEV VEEVA SYS INC18.3K shares-2.91%2025-12-312026-02-09 WDAY WORKDAY INC18.8K shares18.37%2025-12-312026-02-09 MA MASTERCARD INCORPORATED7.1K shares-6.91%2025-12-312026-02-09 CPNG COUPANG INC148.3K shares-3.90%2025-12-312026-02-09 VBIL VANGUARD INSTL INDEX FD43.0K shares-37.65%2025-12-312026-02-09 NICE NICE LTD25.8K shares-47.67%2025-12-312026-02-09 KVUE KENVUE INC150.2K shares131.00%2025-12-312026-02-09 SPGI S&P GLOBAL INC4.7K shares-11.86%2025-12-312026-02-09 PAYX PAYCHEX INC19.5K shares-23.87%2025-12-312026-02-09 MO ALTRIA GROUP INC37.8K shares-13.40%2025-12-312026-02-09 S SENTINELONE INC126.3K shares-34.00%2025-12-312026-02-09 IVV ISHARES TR2.6K shares-49.53%2025-12-312026-02-09 MORN MORNINGSTAR INC8.1K shares-9.34%2025-12-312026-02-09 PFE PFIZER INC59.4K shares-1.24%2025-12-312026-02-09 TGT TARGET CORP15.0K shares2.22%2025-12-312026-02-09 ABBV ABBVIE INC5.6K shares-40.05%2025-12-312026-02-09 EOG EOG RES INC11.9K shares72.36%2025-12-312026-02-09 GIS GENERAL MLS INC26.2K shares-24.07%2025-12-312026-02-09 V VISA INC3.4K shares-0.09%2025-12-312026-02-09 MSFT MICROSOFT CORP2.3K shares20.58%2025-12-312026-02-09 BTI BRITISH AMERN TOB PLC19.6K shares-40.62%2025-12-312026-02-09 UPS UNITED PARCEL SERVICE INC10.5K shares-34.82%2025-12-312026-02-09 CPB THE CAMPBELLS COMPANY36.8K shares-7.86%2025-12-312026-02-09 CAH CARDINAL HEALTH INC4.9K shares-35.50%2025-12-312026-02-09 TAP MOLSON COORS BEVERAGE CO21.4K shares19.44%2025-12-312026-02-09 SKM SK TELECOM CO LTD48.4K shares-17.81%2025-12-312026-02-09 CVX CHEVRON CORP NEW6.0K shares-17.16%2025-12-312026-02-09 UNILEVER PLC UNILEVER PLC11.9K sharesnew addition2025-12-312026-02-09 TSLA TESLA INC1.7K shares276.60%2025-12-312026-02-09 TBIL RBB FD INC14.5K shares-4.23%2025-12-312026-02-09 BIL SPDR SERIES TRUST7.3K shares-8.01%2025-12-312026-02-09 NVDA NVIDIA CORPORATION3.5K shares10.56%2025-12-312026-02-09 FLC FLAHERTY & CRUMRINE TOTAL RE35.6K shares19.64%2025-12-312026-02-09 FFC FLAHERTY & CRUMRINE PFD SECS32.2K shares3.07%2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX F9.3K shares0.00%2025-12-312026-02-09 HRB BLOCK H & R INC10.6K shares-48.42%2025-12-312026-02-09 IYW ISHARES TR2.2K shares0.00%2025-12-312026-02-09 VBR VANGUARD INDEX FDS2.0K shares0.00%2025-12-312026-02-09 QQEW FIRST TR EXCHANGE-TRADED FD2.6K shares5.89%2025-12-312026-02-09 IGV ISHARES TR3.4K shares0.00%2025-12-312026-02-09 EFAV ISHARES TR3.8K shares0.00%2025-12-312026-02-09 QCOM QUALCOMM INC1.8K shares-1.87%2025-12-312026-02-09 WPP WPP PLC NEW13.1K shares-59.19%2025-12-312026-02-09 IJR ISHARES TR2.4K shares0.16%2025-12-312026-02-09 VTV VANGUARD INDEX FDS1.5K shares-13.64%2025-12-312026-02-09 VDC VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-02-09 COWZ PACER FDS TR4.7K shares0.00%2025-12-312026-02-09 SYK STRYKER CORPORATION795 shares0.00%2025-12-312026-02-09 AMZN AMAZON COM INC1.2K shares-83.75%2025-12-312026-02-09 IJH ISHARES TR4.0K shares0.28%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS4.1K shares0.00%2025-12-312026-02-09 AFLG FIRST TR EXCHNG TRADED FD VI6.5K sharesnew addition2025-12-312026-02-09 CALF PACER FDS TR5.7K shares0.00%2025-12-312026-02-09 SCZ ISHARES TR3.1K shares0.00%2025-12-312026-02-09 BROADCOM INC BROADCOM INC680 shares-9.93%2025-12-312026-02-09 VOE VANGUARD INDEX FDS1.3K shares7.32%2025-12-312026-02-09 IEMG ISHARES INC3.5K shares0.72%2025-12-312026-02-09 IBIT ISHARES BITCOIN TRUST ETF4.6K shares20.26%2025-12-312026-02-09 MCD MCDONALDS CORP747 shares0.00%2025-12-312026-02-09 SEMR SEMRUSH HLDGS INC11.3K shares-96.59%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available