0001860698-22-000003.txt : 20220809 0001860698-22-000003.hdr.sgml : 20220809 20220808192656 ACCESSION NUMBER: 0001860698-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220809 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CEERA INVESTMENTS, LLC CENTRAL INDEX KEY: 0001860698 IRS NUMBER: 202643460 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21168 FILM NUMBER: 221145981 BUSINESS ADDRESS: STREET 1: 4911 WEDGEWOOD DR CITY: BELLAIRE STATE: TX ZIP: 77401-2831 BUSINESS PHONE: 7133646770 MAIL ADDRESS: STREET 1: 4911 WEDGEWOOD DR CITY: BELLAIRE STATE: TX ZIP: 77401-2831 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001860698 XXXXXXXX 06-30-2022 06-30-2022 CEERA INVESTMENTS, LLC

4911 WEDGEWOOD DR BELLAIRE TX 77401-2831

13F HOLDINGS REPORT 028-21168 N Rajesh Chelapurath 7132569649 Rajesh Chelapurath Houston X1 08-08-2022 0 67 174935 false INFORMATION TABLE 2 CEERA13F20220630.xml ABBVIE INC COM 00287Y109 1424 9299 SH SOLE 1424 0 0 ALPHABET INC CAP STK CL A 02079K305 4014 1842 SH SOLE 4014 0 0 AMAZON COM INC COM 023135106 223 2100 SH SOLE 223 0 0 AMERICAN EXPRESS CO COM 025816109 3256 23491 SH SOLE 3256 0 0 APPLE INC COM 037833100 6616 48392 SH SOLE 6616 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2901 13810 SH SOLE 2901 0 0 BANCROFT FD LTD COM 059695106 226 12490 SH SOLE 226 0 0 BLACKLINE INC COM 09239B109 492 7385 SH SOLE 492 0 0 BLOCK H & R INC COM 093671105 1651 46744 SH SOLE 1651 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2156 15122 SH SOLE 2156 0 0 CME GROUP INC COM 12572Q105 2934 14333 SH SOLE 2934 0 0 CAMPBELL SOUP CO COM 134429109 644 13400 SH SOLE 644 0 0 CARDINAL HEALTH INC COM 14149Y108 1068 20441 SH SOLE 1068 0 0 CHURCH & DWIGHT CO INC COM 171340102 869 9380 SH SOLE 869 0 0 COSTCO WHSL CORP NEW COM 22160K105 3154 6581 SH SOLE 3154 0 0 COUPA SOFTWARE INC COM 22266L106 1723 30170 SH SOLE 1723 0 0 DISNEY WALT CO COM 254687106 1897 20096 SH SOLE 1897 0 0 DOCUSIGN INC COM 256163106 2086 36350 SH SOLE 2086 0 0 DOW INC COM 260557103 866 16787 SH SOLE 866 0 0 DROPBOX INC CL A 26210C104 2523 120180 SH SOLE 2523 0 0 EXXON MOBIL CORP COM 30231G102 421 4919 SH SOLE 421 0 0 META PLATFORMS INC CL A 30303M102 4184 25946 SH SOLE 4184 0 0 FLAHERTY & CRUMRINE PFD SECS COM 338478100 280 16700 SH SOLE 280 0 0 FLAHERTY & CRUMRINE TOTAL RE COM 338479108 330 18405 SH SOLE 330 0 0 FRESHWORKS INC CLASS A COM 358054104 1216 92467 SH SOLE 1216 0 0 GENERAL MLS INC COM 370334104 525 6956 SH SOLE 525 0 0 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 237 7660 SH SOLE 237 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1559 11044 SH SOLE 1559 0 0 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 3005 60640 SH SOLE 3005 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 741 5412 SH SOLE 741 0 0 INVESCO EXCH TRADED FD TR II TREAS COLATERL 46138G888 7221 68380 SH SOLE 7221 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 243 3845 SH SOLE 243 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 8046 158861 SH SOLE 8046 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 3127 62435 SH SOLE 3127 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 1726 176514 SH SOLE 1726 0 0 MSC INDL DIRECT INC CL A 553530106 265 3525 SH SOLE 265 0 0 MARRIOTT INTL INC NEW CL A 571903202 336 2470 SH SOLE 336 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2838 8995 SH SOLE 2838 0 0 MCCORMICK & CO INC COM NON VTG 579780206 3569 42867 SH SOLE 3569 0 0 MCKESSON CORP COM 58155Q103 4288 13145 SH SOLE 4288 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 5291 97072 SH SOLE 5291 0 0 MORNINGSTAR INC COM 617700109 3146 13009 SH SOLE 3146 0 0 OMNICOM GROUP INC COM 681919106 3312 52060 SH SOLE 3312 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 8377 170716 SH SOLE 8377 0 0 PAYCHEX INC COM 704326107 3727 32730 SH SOLE 3727 0 0 PAYPAL HLDGS INC COM 70450Y103 2442 34963 SH SOLE 2442 0 0 PFIZER INC COM 717081103 1635 31178 SH SOLE 1635 0 0 QUALCOMM INC COM 747525103 294 2305 SH SOLE 294 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 483 9635 SH SOLE 483 0 0 S&P GLOBAL INC COM 78409V104 2104 6243 SH SOLE 2104 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 12905 428595 SH SOLE 12905 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 4223 46155 SH SOLE 4223 0 0 SPARTANNASH CO COM 847215100 463 15345 SH SOLE 463 0 0 STARBUCKS CORP COM 855244109 2864 37489 SH SOLE 2864 0 0 3M CO COM 88579Y101 1264 9764 SH SOLE 1264 0 0 TRADEWEB MKTS INC CL A 892672106 3301 48366 SH SOLE 3301 0 0 TWITTER INC COM 90184L102 1131 30250 SH SOLE 1131 0 0 UNILEVER PLC SPON ADR NEW 904767704 1048 22875 SH SOLE 1048 0 0 VANECK ETF TRUST INVESTMENT GRD 92189F486 3211 130095 SH SOLE 3211 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 16463 258320 SH SOLE 16463 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 365 1969 SH SOLE 365 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 353 3544 SH SOLE 353 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 237 1579 SH SOLE 237 0 0 VONTIER CORPORATION COM 928881101 3349 145675 SH SOLE 3349 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 867 22865 SH SOLE 867 0 0 YELP INC CL A 985817105 2289 82433 SH SOLE 2289 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4911 45489 SH SOLE 4911 0 0