CEERA INVESTMENTS, LLC
CIK 1860698 · Holdings on Mar 31, 2025 · First reported Apr 29, 2025
Top ten holdings
Q1 2025- MOAT15.86%
- META4.66%
- JPST3.35%
- VBIL2.90%
- YELP2.86%
- AXP2.78%
- GOOGL2.73%
- TW2.58%
- AAPL2.54%
- NICE2.53%
Share classes counted separately42.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight increased · +1.27 pp2.08% → 3.35%Shares +71.82K (+59.57%)
- NICEWeight increased · +0.83 pp1.70% → 2.53%Shares +18.43K (+63.08%)
- AAPLWeight decreased · -0.63 pp3.17% → 2.54%Shares -3.65K (-9.91%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $46.06M | 15.86% | 523.36K shares | 15.54% → 15.86%+0.32 pp +35.32K (+7.24%) | Added | ↗▾ |
| 02 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $13.53M | 4.66% | 23.48K shares | 4.76% → 4.66%-0.10 pp -212 (-0.89%) | Reduced | ↗▾ |
| 03 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $9.74M | 3.35% | 192.38K shares | 2.08% → 3.35%+1.27 pp +71.82K (+59.57%) | Added | ↗▾ |
| 04 | VBILVANGUARD 0-3M T-BILL ETF0-3 MO TREAS BIL View history and evidence | $8.43M | 2.90% | 111.73K shares | Prior unavailable +111.73K | New | ↗▾ |
| 05 | YELPYELP INCCL A View history and evidence | $8.32M | 2.86% | 224.59K shares | 2.84% → 2.86%+0.02 pp +10.63K (+4.97%) | Added | ↗▾ |
| 06 | AXPAMERICAN EXPRESS CO View history and evidence | $8.07M | 2.78% | 30.00K shares | 3.06% → 2.78%-0.28 pp -75 (-0.25%) | Reduced | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $7.92M | 2.73% | 51.24K shares | 3.34% → 2.73%-0.61 pp -79 (-0.15%) | Reduced | ↗▾ |
| 08 | TWTRADEWEB MARKETS INC-CLASS ACL A View history and evidence | $7.49M | 2.58% | 50.42K shares | 2.27% → 2.58%+0.31 pp -165 (-0.33%) | Reduced | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $7.38M | 2.54% | 33.23K shares | 3.17% → 2.54%-0.63 pp -3.65K (-9.91%) | Reduced | ↗▾ |
| 10 | NICENICE LTD - SPON ADRSPONSORED ADR View history and evidence | $7.35M | 2.53% | 47.65K shares | 1.70% → 2.53%+0.83 pp +18.43K (+63.08%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DIS WALT DISNEY CO/THE | Non-derivative | -11,465 | -$1.28M | SEC filing ↗ | SEC filing ↗ |
| MMM 3M CO | Non-derivative | -8,948 | -$1.16M | SEC filing ↗ | SEC filing ↗ |
| CHD CHURCH & DWIGHT CO INC | Non-derivative | -7,176 | -$751.40K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1860698 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 290328603
}Research all 101 reported holdings.
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