0001860698-23-000003.txt : 20230804
0001860698-23-000003.hdr.sgml : 20230804
20230804165547
ACCESSION NUMBER: 0001860698-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230804
DATE AS OF CHANGE: 20230804
EFFECTIVENESS DATE: 20230804
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: 231144711
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
false
false
0001860698
XXXXXXXX
06-30-2023
06-30-2023
CEERA INVESTMENTS, LLC
4911 WEDGEWOOD DR
BELLAIRE
TX
77401-2831
13F HOLDINGS REPORT
028-21168
N
Rajesh Chelapurath
President and Managing Member
713-256-9649
Rajesh Chelapurath
Houston
TX
08-04-2023
0
76
173185670
false
INFORMATION TABLE
2
CEERA13F20230630.xml
ABBVIE INC
COM
00287Y109
1240055
9204
SH
SOLE
1240055
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
5470820
11188
SH
SOLE
5470820
0
0
ALKAMI TECHNOLOGY INC
COM
01644J108
205367
12530
SH
SOLE
205367
0
0
ALPHABET INC
CAP STK CL A
02079K305
6396409
53437
SH
SOLE
6396409
0
0
ALTRIA GROUP INC
COM
02209S103
1141062
25189
SH
SOLE
1141062
0
0
AMAZON COM INC
COM
023135106
917734
7040
SH
SOLE
917734
0
0
AMERICAN EXPRESS CO
COM
025816109
3651406
20961
SH
SOLE
3651406
0
0
APPLE INC
COM
037833100
9068679
46753
SH
SOLE
9068679
0
0
ATLASSIAN CORPORATION
CL A
049468101
4242069
25279
SH
SOLE
4242069
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
212102
622
SH
SOLE
212102
0
0
BLOCK H & R INC
COM
093671105
693141
21749
SH
SOLE
693141
0
0
CME GROUP INC
COM
12572Q105
4118070
22225
SH
SOLE
4118070
0
0
CS DISCO INC
COM
126327105
998894
121520
SH
SOLE
998894
0
0
CAMPBELL SOUP CO
COM
134429109
606572
13270
SH
SOLE
606572
0
0
CARDINAL HEALTH INC
COM
14149Y108
1771107
18728
SH
SOLE
1771107
0
0
CHURCH & DWIGHT CO INC
COM
171340102
865987
8640
SH
SOLE
865987
0
0
COSTCO WHSL CORP NEW
COM
22160K105
3482242
6468
SH
SOLE
3482242
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
4509790
30706
SH
SOLE
4509790
0
0
DISNEY WALT CO
COM
254687106
1769619
19821
SH
SOLE
1769619
0
0
DOCEBO INC
COM
25609L105
513181
13015
SH
SOLE
513181
0
0
DOCUSIGN INC
COM
256163106
3268074
63967
SH
SOLE
3268074
0
0
DOW INC
COM
260557103
1737022
32614
SH
SOLE
1737022
0
0
DROPBOX INC
CL A
26210C104
4949899
185598
SH
SOLE
4949899
0
0
EXXON MOBIL CORP
COM
30231G102
331724
3093
SH
SOLE
331724
0
0
META PLATFORMS INC
CL A
30303M102
7915769
27583
SH
SOLE
7915769
0
0
FLAHERTY & CRUMRINE PFD SECS
COM
338478100
179719
13080
SH
SOLE
179719
0
0
FLAHERTY & CRUMRINE TOTAL RE
COM
338479108
202330
14080
SH
SOLE
202330
0
0
GENERAL MLS INC
COM
370334104
532375
6941
SH
SOLE
532375
0
0
HUBSPOT INC
COM
443573100
979046
1840
SH
SOLE
979046
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1553936
11613
SH
SOLE
1553936
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
336172
910
SH
SOLE
336172
0
0
INVESCO EXCH TRADED FD TR II
S&P SMLCP HELT
46138E149
750192
5627
SH
SOLE
750192
0
0
INVESCO EXCH TRADED FD TR II
TREAS COLATERL
46138G888
260827
2473
SH
SOLE
260827
0
0
ISHARES TR
CORE S&P500 ETF
464287200
538418
1208
SH
SOLE
538418
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
207877
795
SH
SOLE
207877
0
0
ISHARES TR
EXPANDED TECH
464287515
214118
619
SH
SOLE
214118
0
0
ISHARES TR
U.S. TECH ETF
464287721
293405
2695
SH
SOLE
293405
0
0
ISHARES TR
MSCI EAFE MIN VL
46429B689
257175
3810
SH
SOLE
257175
0
0
MSC INDL DIRECT INC
CL A
553530106
335862
3525
SH
SOLE
335862
0
0
MARRIOTT INTL INC NEW
CL A
571903202
226857
1235
SH
SOLE
226857
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
3423677
8705
SH
SOLE
3423677
0
0
MCKESSON CORP
COM
58155Q103
4515812
10568
SH
SOLE
4515812
0
0
MICROSOFT CORP
COM
594918104
214128
629
SH
SOLE
214128
0
0
MOLSON COORS BEVERAGE CO
CL B
60871R209
1557248
23652
SH
SOLE
1557248
0
0
MORNINGSTAR INC
COM
617700109
2442248
12456
SH
SOLE
2442248
0
0
NUTANIX INC
CL A
67059N108
514297
18335
SH
SOLE
514297
0
0
PALO ALTO NETWORKS INC
COM
697435105
319388
1250
SH
SOLE
319388
0
0
PAYCHEX INC
COM
704326107
3247586
29030
SH
SOLE
3247586
0
0
PAYMENTUS HOLDINGS INC
COM CL A
70439P108
734870
69590
SH
SOLE
734870
0
0
PAYPAL HLDGS INC
COM
70450Y103
5780353
86623
SH
SOLE
5780353
0
0
PFIZER INC
COM
717081103
1555159
42398
SH
SOLE
1555159
0
0
QUALCOMM INC
COM
747525103
274387
2305
SH
SOLE
274387
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
781014
10075
SH
SOLE
781014
0
0
S&P GLOBAL INC
COM
78409V104
2473892
6171
SH
SOLE
2473892
0
0
SPDR SER TR
BLOOMBERG INVT
78468R200
283115
9225
SH
SOLE
283115
0
0
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
2510359
27340
SH
SOLE
2510359
0
0
SALESFORCE INC
COM
79466L302
6422938
30403
SH
SOLE
6422938
0
0
SEMRUSH HLDGS INC
CL A COM
81686C104
545107
56960
SH
SOLE
545107
0
0
SENTINELONE INC
CL A
81730H109
3485714
230842
SH
SOLE
3485714
0
0
SHOPIFY INC
CL A
82509L107
556852
8620
SH
SOLE
556852
0
0
SPRINKLR INC
CL A
85208T107
1560231
112815
SH
SOLE
1560231
0
0
STARBUCKS CORP
COM
855244109
3638825
36734
SH
SOLE
3638825
0
0
3M CO
COM
88579Y101
1498047
14967
SH
SOLE
1498047
0
0
TRADEWEB MKTS INC
CL A
892672106
3569794
52129
SH
SOLE
3569794
0
0
UNILEVER PLC
SPON ADR NEW
904767704
1801352
34555
SH
SOLE
1801352
0
0
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
25925526
324922
SH
SOLE
25925526
0
0
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
266008
1368
SH
SOLE
266008
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
287465
1738
SH
SOLE
287465
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
240860
1695
SH
SOLE
240860
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
1610568
56531
SH
SOLE
1610568
0
0
WHIRLPOOL CORP
COM
963320106
1180351
7933
SH
SOLE
1180351
0
0
WISDOMTREE TR
CLOUD COMPUTNG
97717Y691
215592
6801
SH
SOLE
215592
0
0
WORKDAY INC
CL A
98138H101
4409147
19519
SH
SOLE
4409147
0
0
YELP INC
CL A
985817105
5256184
144361
SH
SOLE
5256184
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
1971642
29046
SH
SOLE
1971642
0
0
ELASTIC N V
ORD SHS
N14506104
1170831
18260
SH
SOLE
1170831
0
0