0001860698-23-000002.txt : 20230509 0001860698-23-000002.hdr.sgml : 20230509 20230509124124 ACCESSION NUMBER: 0001860698-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 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: 23901054 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 03-31-2023 03-31-2023 CEERA INVESTMENTS, LLC

4911 WEDGEWOOD DR BELLAIRE TX 77401-2831

13F HOLDINGS REPORT 028-21168 N Rajesh Chelapurath 713-256-9649 Rajesh Chelapurath Houston TX 05-09-2023 0 71 156733 false INFORMATION TABLE 2 CEERA13F20230331.xml ABBVIE INC COM 00287Y109 1467 9204 SH SOLE 1467 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 4312 11190 SH SOLE 4312 0 0 ALPHABET INC CAP STK CL A 02079K305 5507 53086 SH SOLE 5507 0 0 AMAZON COM INC COM 023135106 731 7075 SH SOLE 731 0 0 AMERICAN EXPRESS CO COM 025816109 3460 20976 SH SOLE 3460 0 0 APPLE INC COM 037833100 7722 46828 SH SOLE 7722 0 0 ATLASSIAN CORPORATION CL A 049468101 4328 25285 SH SOLE 4328 0 0 BLOCK H & R INC COM 093671105 767 21749 SH SOLE 767 0 0 CME GROUP INC COM 12572Q105 4257 22228 SH SOLE 4257 0 0 CS DISCO INC COM 126327105 807 121520 SH SOLE 807 0 0 CVENT HOLDING CORP COMMON STOCK 126677103 481 57575 SH SOLE 481 0 0 CAMPBELL SOUP CO COM 134429109 730 13270 SH SOLE 730 0 0 CARDINAL HEALTH INC COM 14149Y108 1414 18728 SH SOLE 1414 0 0 CHURCH & DWIGHT CO INC COM 171340102 764 8640 SH SOLE 764 0 0 COSTCO WHSL CORP NEW COM 22160K105 3221 6482 SH SOLE 3221 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 4231 30825 SH SOLE 4231 0 0 DISNEY WALT CO COM 254687106 1985 19821 SH SOLE 1985 0 0 DOCEBO INC COM 25609L105 443 10865 SH SOLE 443 0 0 DOCUSIGN INC COM 256163106 3487 59812 SH SOLE 3487 0 0 DOW INC COM 260557103 1745 31832 SH SOLE 1745 0 0 DROPBOX INC CL A 26210C104 3949 182654 SH SOLE 3949 0 0 EXXON MOBIL CORP COM 30231G102 339 3093 SH SOLE 339 0 0 META PLATFORMS INC CL A 30303M102 5853 27618 SH SOLE 5853 0 0 FLAHERTY & CRUMRINE PFD SECS COM 338478100 181 13080 SH SOLE 181 0 0 FLAHERTY & CRUMRINE TOTAL RE COM 338479108 207 14080 SH SOLE 207 0 0 GENERAL MLS INC COM 370334104 593 6941 SH SOLE 593 0 0 HUBSPOT INC COM 443573100 789 1840 SH SOLE 789 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1509 11508 SH SOLE 1509 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 272 848 SH SOLE 272 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 713 5444 SH SOLE 713 0 0 ISHARES TR CORE S&P500 ETF 464287200 465 1131 SH SOLE 465 0 0 ISHARES TR U.S. TECH ETF 464287721 250 2695 SH SOLE 250 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 258 3810 SH SOLE 258 0 0 MSC INDL DIRECT INC CL A 553530106 296 3525 SH SOLE 296 0 0 MARRIOTT INTL INC NEW CL A 571903202 205 1235 SH SOLE 205 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3171 8725 SH SOLE 3171 0 0 MCKESSON CORP COM 58155Q103 3811 10703 SH SOLE 3811 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 1222 23652 SH SOLE 1222 0 0 MORNINGSTAR INC COM 617700109 2551 12566 SH SOLE 2551 0 0 NUTANIX INC CL A 67059N108 477 18335 SH SOLE 477 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 230 4656 SH SOLE 230 0 0 PALO ALTO NETWORKS INC COM 697435105 250 1250 SH SOLE 250 0 0 PAYCHEX INC COM 704326107 3368 29390 SH SOLE 3368 0 0 PAYMENTUS HOLDINGS INC COM CL A 70439P108 617 69590 SH SOLE 617 0 0 PAYPAL HLDGS INC COM 70450Y103 4996 65786 SH SOLE 4996 0 0 PFIZER INC COM 717081103 1417 34723 SH SOLE 1417 0 0 QUALCOMM INC COM 747525103 294 2305 SH SOLE 294 0 0 QUALTRICS INTL INC COM CL A 747601201 660 37005 SH SOLE 660 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 676 10075 SH SOLE 676 0 0 S&P GLOBAL INC COM 78409V104 2128 6171 SH SOLE 2128 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 360 11815 SH SOLE 360 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 2205 24013 SH SOLE 2205 0 0 SALESFORCE INC COM 79466L302 6075 30408 SH SOLE 6075 0 0 SENTINELONE INC CL A 81730H109 3776 230780 SH SOLE 3776 0 0 SHOPIFY INC CL A 82509L107 413 8620 SH SOLE 413 0 0 SPRINKLR INC CL A 85208T107 1462 112815 SH SOLE 1462 0 0 STARBUCKS CORP COM 855244109 3826 36744 SH SOLE 3826 0 0 SUMO LOGIC INC COM 86646P103 827 68995 SH SOLE 827 0 0 3M CO COM 88579Y101 1523 14494 SH SOLE 1523 0 0 TRADEWEB MKTS INC CL A 892672106 3955 50056 SH SOLE 3955 0 0 UNILEVER PLC SPON ADR NEW 904767704 1794 34555 SH SOLE 1794 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 22497 304717 SH SOLE 22497 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 267 1378 SH SOLE 267 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 276 1738 SH SOLE 276 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 234 1695 SH SOLE 234 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1831 52961 SH SOLE 1831 0 0 WHIRLPOOL CORP COM 963320106 912 6906 SH SOLE 912 0 0 WORKDAY INC CL A 98138H101 4032 19521 SH SOLE 4032 0 0 YELP INC CL A 985817105 3609 117547 SH SOLE 3609 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2196 29742 SH SOLE 2196 0 0 ELASTIC N V ORD SHS N14506104 1057 18260 SH SOLE 1057 0 0