0001860698-23-000001.txt : 20230209 0001860698-23-000001.hdr.sgml : 20230209 20230208181145 ACCESSION NUMBER: 0001860698-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230209 DATE AS OF CHANGE: 20230208 EFFECTIVENESS DATE: 20230209 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: 23600346 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 X0202 13F-HR LIVE false true false 0001860698 XXXXXXXX 12-31-2022 12-31-2022 CEERA INVESTMENTS, LLC

4911 WEDGEWOOD DR BELLAIRE TX 77401-2831

13F HOLDINGS REPORT 028-21168 N Rajesh Chelapurath 7132569649 Rajesh Chelapurath Houston TX 02-08-2023 0 75 158189 false INFORMATION TABLE 2 CEERA13F20221231.xml ABBVIE INC COM 00287Y109 1487 9204 SH SOLE 1487 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 3648 10839 SH SOLE 3648 0 0 ALPHABET INC CAP STK CL A 02079K305 4213 47749 SH SOLE 4213 0 0 AMAZON COM INC COM 023135106 594 7075 SH SOLE 594 0 0 AMERICAN EXPRESS CO COM 025816109 3099 20976 SH SOLE 3099 0 0 APPLE INC COM 037833100 6084 46828 SH SOLE 6084 0 0 ATLASSIAN CORPORATION CL A 049468101 3133 24350 SH SOLE 3133 0 0 BLACKLINE INC COM 09239B109 911 13540 SH SOLE 911 0 0 BLOCK H & R INC COM 093671105 794 21749 SH SOLE 794 0 0 C3 AI INC CL A 12468P104 627 55995 SH SOLE 627 0 0 CME GROUP INC COM 12572Q105 3668 21813 SH SOLE 3668 0 0 CS DISCO INC COM 126327105 593 93825 SH SOLE 593 0 0 CAMPBELL SOUP CO COM 134429109 753 13270 SH SOLE 753 0 0 CARDINAL HEALTH INC COM 14149Y108 1446 18816 SH SOLE 1446 0 0 CHURCH & DWIGHT CO INC COM 171340102 729 9040 SH SOLE 729 0 0 COSTCO WHSL CORP NEW COM 22160K105 2959 6482 SH SOLE 2959 0 0 COUPA SOFTWARE INC COM 22266L106 3106 39232 SH SOLE 3106 0 0 DISNEY WALT CO COM 254687106 1722 19826 SH SOLE 1722 0 0 DOCUSIGN INC COM 256163106 2562 46234 SH SOLE 2562 0 0 DOW INC COM 260557103 1531 30384 SH SOLE 1531 0 0 DROPBOX INC CL A 26210C104 3395 151711 SH SOLE 3395 0 0 EXXON MOBIL CORP COM 30231G102 347 3148 SH SOLE 347 0 0 META PLATFORMS INC CL A 30303M102 3213 26700 SH SOLE 3213 0 0 FLAHERTY & CRUMRINE PFD SECS COM 338478100 197 13110 SH SOLE 197 0 0 FLAHERTY & CRUMRINE TOTAL RE COM 338479108 222 14080 SH SOLE 222 0 0 FRESHWORKS INC CLASS A COM 358054104 1776 120749 SH SOLE 1776 0 0 GENERAL MLS INC COM 370334104 583 6956 SH SOLE 583 0 0 HUBSPOT INC COM 443573100 431 1490 SH SOLE 431 0 0 INTEL CORP COM 458140100 705 26682 SH SOLE 705 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1576 11184 SH SOLE 1576 0 0 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 1452 29355 SH SOLE 1452 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 696 5271 SH SOLE 696 0 0 INVESCO EXCH TRADED FD TR II TREAS COLATERL 46138G888 2586 24545 SH SOLE 2586 0 0 ISHARES TR CORE S&P500 ETF 464287200 298 775 SH SOLE 298 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 242 3810 SH SOLE 242 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 3382 66926 SH SOLE 3382 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1466 29240 SH SOLE 1466 0 0 MSC INDL DIRECT INC CL A 553530106 288 3525 SH SOLE 288 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3034 8725 SH SOLE 3034 0 0 MCCORMICK & CO INC COM NON VTG 579780206 3381 40794 SH SOLE 3381 0 0 MCKESSON CORP COM 58155Q103 4398 11723 SH SOLE 4398 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 1221 23695 SH SOLE 1221 0 0 MORNINGSTAR INC COM 617700109 2722 12566 SH SOLE 2722 0 0 OMNICOM GROUP INC COM 681919106 4241 51990 SH SOLE 4241 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 3208 65331 SH SOLE 3208 0 0 PAYCHEX INC COM 704326107 3397 29395 SH SOLE 3397 0 0 PAYMENTUS HOLDINGS INC COM CL A 70439P108 557 69590 SH SOLE 557 0 0 PAYPAL HLDGS INC COM 70450Y103 3785 53149 SH SOLE 3785 0 0 PFIZER INC COM 717081103 1329 25938 SH SOLE 1329 0 0 QUALCOMM INC COM 747525103 253 2305 SH SOLE 253 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 653 10095 SH SOLE 653 0 0 S&P GLOBAL INC COM 78409V104 2067 6171 SH SOLE 2067 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 5130 168795 SH SOLE 5130 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 4082 44625 SH SOLE 4082 0 0 SALESFORCE INC COM 79466L302 3851 29046 SH SOLE 3851 0 0 SENTINELONE INC CL A 81730H109 578 39605 SH SOLE 578 0 0 SHOPIFY INC CL A 82509L107 251 7230 SH SOLE 251 0 0 SMARTSHEET INC COM CL A 83200N103 250 6360 SH SOLE 250 0 0 SPRINKLR INC CL A 85208T107 643 78750 SH SOLE 643 0 0 STARBUCKS CORP COM 855244109 3647 36769 SH SOLE 3647 0 0 SUMO LOGIC INC COM 86646P103 265 32735 SH SOLE 265 0 0 3M CO COM 88579Y101 1546 12893 SH SOLE 1546 0 0 TRADEWEB MKTS INC CL A 892672106 3260 50214 SH SOLE 3260 0 0 UNILEVER PLC SPON ADR NEW 904767704 1743 34625 SH SOLE 1743 0 0 VANECK ETF TRUST IG FLOATING RATE 92189F486 1545 62085 SH SOLE 1545 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 18251 281175 SH SOLE 18251 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 305 1593 SH SOLE 305 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 252 1588 SH SOLE 252 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 206 1465 SH SOLE 206 0 0 VONTIER CORPORATION COM 928881101 1480 76571 SH SOLE 1480 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1683 45049 SH SOLE 1683 0 0 WORKDAY INC CL A 98138H101 3146 18801 SH SOLE 3146 0 0 YELP INC CL A 985817105 2851 104266 SH SOLE 2851 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2212 32657 SH SOLE 2212 0 0 ELASTIC N V ORD SHS N14506104 252 4900 SH SOLE 252 0 0