Ceera Investments, LLC Portfolio Holdings

Ceera Investments, LLC

  • $273 Million
  • Q4 2024

Ceera Investments, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $273 Million distributed in 98 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 $41.9M, Meta Platforms, Inc. with a value of $14M, Alphabet Inc. with a value of $9.71M, Apple Inc. with a value of $9.24M, and American Express CO with a value of $8.93M.

Examining the 13F form we can see an increase of $25.5M in the current position value, from $247M to 273M.

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 $273 Million
Technology: $87 Million
ETFs: $62.3 Million
Financial Services: $39.1 Million
Communication Services: $37.7 Million
Healthcare: $13.5 Million
Consumer Defensive: $13.2 Million
Consumer Cyclical: $11.4 Million
Industrials: $7.5 Million
Other: $1.07 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$99,000 0.04% of portfolio
10,219
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $273 Million
  • Prior Value $247 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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