Ceera Investments, LLC Purchases in Q3 2025

Ceera Investments, LLC

  • $294 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IT
Gartner Inc

Technology
29K
New
$225.98 - $406.7 $6.56M - $11.8M
29K $7.63M
UNH
Unitedhealth Group Inc

Healthcare
19K
New
$237.77 - $353.61 $4.52M - $6.73M
19K $6.57M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.5K
+ 240.99%
$181.56 - $190.33 $2.09M - $2.19M
16.3K $3.09M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
14.6K
+ 35.31%
$85.93 - $92.12 $1.26M - $1.35M
56.1K $5.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
21.7K
+ 30.6%
$52.12 - $55.33 $1.13M - $1.2M
92.4K $5.11M
BILL
Bill.Com Holdings, Inc.

Technology
23.2K
+ 96.54%
$39.02 - $54.53 $904K - $1.26M
47.2K $2.5M
S
Sentinel One, Inc.

Technology
48.1K
+ 33.58%
$15.81 - $19.78 $761K - $952K
191K $3.37M
SKM
Sk Telecom CO LTD

Communication Services
22.4K
+ 61.37%
$21.47 - $23.79 $481K - $533K
58.9K $1.27M
IVV
Ishares Core S&P 500 ETF

ETFs
121
+ 2.37%
$620.67 - $670.08 $75.1K - $81.1K
5.23K $3.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
400
+ 27.36%
$546.99 - $602.2 $219K - $241K
1.86K $1.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.43K
New
$108.46 - $120.63 $264K - $293K
2.43K $288K
CPB
Campbell Soup CO

Consumer Defensive
8K
+ 25.05%
$30.41 - $34.03 $243K - $272K
39.9K $1.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
450
+ 105.14%
$459.11 - $506.91 $207K - $228K
878 $441K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.23K
New
$164.63 - $174.58 $202K - $215K
1.23K $214K
TSLA
Tesla, Inc.

Consumer Cyclical
453
New
$293.94 - $444.72 $133K - $201K
453 $201K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.17K
+ 37.33%
$91.44 - $91.77 $198K - $199K
7.98K $732K
TGT
Target Corp

Consumer Defensive
2.96K
+ 25.29%
$86.56 - $107.43 $256K - $318K
14.7K $1.31M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
6.56K
+ 28.31%
$16.94 - $17.91 $111K - $117K
29.7K $529K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
7.11K
+ 29.42%
$16.17 - $16.94 $115K - $120K
31.3K $528K
CVX
Chevron Corp

Energy
231
+ 3.31%
$145.57 - $161.83 $33.6K - $37.4K
7.2K $1.12M
FIVN
Five9, Inc.

Technology
7.74K
+ 22.84%
$24.05 - $29.16 $186K - $226K
41.6K $1.01M
VBR
Vanguard Small Cap Value ETF

ETFs
390
+ 24.56%
$195.41 - $212.37 $76.2K - $82.8K
1.98K $412K
PFE
Pfizer Inc

Healthcare
595
+ 1.0%
$23.29 - $25.88 $13.9K - $15.4K
60.2K $1.53M
IGV
Ishares Expanded Tech Software

ETFs
295
+ 9.66%
$105.96 - $117.79 $31.3K - $34.7K
3.35K $385K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
135
+ 5.81%
$134.42 - $141.26 $18.1K - $19.1K
2.46K $347K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
29
+ 0.01%
$50.47 - $50.74 $1.46K - $1.47K
264K $13.4M
Kenvue Inc
5.6K
+ 9.42%
N/A
65K $0
Vestis Corporation
177K
+ 27.51%
N/A
819K $0
Corpay Inc
2.81K
+ 17.69%
N/A
18.7K $0
ADBE
Adobe Inc.

Technology
1.39K
+ 7.69%
$333.65 - $392.1 $463K - $545K
19.5K $6.86M
ALKT
Alkami Technology, Inc.

Technology
10.3K
+ 13.7%
$20.12 - $30.64 $206K - $314K
85.2K $2.12M
UPS
United Parcel Service Inc

Industrials
372
+ 2.36%
$82.58 - $105.54 $30.7K - $39.3K
16.2K $1.35M
YELP
Yelp Inc

Communication Services
2.66K
+ 1.16%
$30.48 - $35.26 $81.2K - $93.9K
233K $7.26M
NICE
Nice Ltd.

Technology
484
+ 0.99%
$127.85 - $171.98 $61.9K - $83.2K
49.3K $7.13M
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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