0001860698-23-000006.txt : 20231108
0001860698-23-000006.hdr.sgml : 20231108
20231108112125
ACCESSION NUMBER: 0001860698-23-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231108
DATE AS OF CHANGE: 20231108
EFFECTIVENESS DATE: 20231108
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: 231386658
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
09-30-2023
09-30-2023
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
11-08-2023
0
79
183979737
false
INFORMATION TABLE
2
CEERA13F20230930.xml
ABBVIE INC
COM
00287Y109
1371948
9204
SH
SOLE
1371948
0
0
ADOBE INC
COM
00724F101
5658870
11098
SH
SOLE
5658870
0
0
ALKAMI TECHNOLOGY INC
COM
01644J108
2224862
122111
SH
SOLE
2224862
0
0
ALPHABET INC
CAP STK CL A
02079K305
6976408
53312
SH
SOLE
6976408
0
0
ALTRIA GROUP INC
COM
02209S103
1677501
39893
SH
SOLE
1677501
0
0
AMAZON COM INC
COM
023135106
894925
7040
SH
SOLE
894925
0
0
AMERICAN EXPRESS CO
COM
025816109
4372461
29308
SH
SOLE
4372461
0
0
APPLE INC
COM
037833100
7798273
45548
SH
SOLE
7798273
0
0
ATLASSIAN CORPORATION
CL A
049468101
5044601
25034
SH
SOLE
5044601
0
0
AVEPOINT INC
COM CL A
053604104
265037
39440
SH
SOLE
265037
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
217887
622
SH
SOLE
217887
0
0
BLOCK H & R INC
COM
093671105
936512
21749
SH
SOLE
936512
0
0
BUCKLE INC
COM
118440106
719721
21555
SH
SOLE
719721
0
0
CME GROUP INC
COM
12572Q105
4393828
21945
SH
SOLE
4393828
0
0
CS DISCO INC
COM
126327105
1511377
227617
SH
SOLE
1511377
0
0
CAMPBELL SOUP CO
COM
134429109
545132
13270
SH
SOLE
545132
0
0
CARDINAL HEALTH INC
COM
14149Y108
1625965
18728
SH
SOLE
1625965
0
0
CHURCH & DWIGHT CO INC
COM
171340102
791683
8640
SH
SOLE
791683
0
0
COSTCO WHSL CORP NEW
COM
22160K105
3552468
6288
SH
SOLE
3552468
0
0
COUCHBASE INC
COM
22207T101
548434
31960
SH
SOLE
548434
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
5139570
30706
SH
SOLE
5139570
0
0
DISNEY WALT CO
COM
254687106
1574072
19421
SH
SOLE
1574072
0
0
DOCEBO INC
COM
25609L105
582475
14375
SH
SOLE
582475
0
0
DOCUSIGN INC
COM
256163106
3078978
73309
SH
SOLE
3078978
0
0
DOMO INC
COM CL B
257554105
570746
58180
SH
SOLE
570746
0
0
DOW INC
COM
260557103
1693694
32849
SH
SOLE
1693694
0
0
DROPBOX INC
CL A
26210C104
5026059
184578
SH
SOLE
5026059
0
0
EXXON MOBIL CORP
COM
30231G102
363675
3093
SH
SOLE
363675
0
0
META PLATFORMS INC
CL A
30303M102
8197534
27306
SH
SOLE
8197534
0
0
FLAHERTY & CRUMRINE PFD SECS
COM
338478100
169648
13080
SH
SOLE
169648
0
0
FLAHERTY & CRUMRINE TOTAL RE
COM
338479108
192755
14080
SH
SOLE
192755
0
0
GENERAL MLS INC
COM
370334104
444155
6941
SH
SOLE
444155
0
0
HUBSPOT INC
COM
443573100
906200
1840
SH
SOLE
906200
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1629304
11613
SH
SOLE
1629304
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
293781
820
SH
SOLE
293781
0
0
INVESCO EXCH TRADED FD TR II
S&P SMLCP HELT
46138E149
676989
18029
SH
SOLE
676989
0
0
INVESCO EXCH TRADED FD TR II
SHORT TERM TREAS
46138G888
209734
1988
SH
SOLE
209734
0
0
ISHARES TR
CORE S&P500 ETF
464287200
523475
1219
SH
SOLE
523475
0
0
ISHARES TR
EXPANDED TECH
464287515
208510
611
SH
SOLE
208510
0
0
ISHARES TR
U.S. TECH ETF
464287721
282759
2695
SH
SOLE
282759
0
0
ISHARES TR
MSCI EAFE MIN VL
46429B689
248488
3810
SH
SOLE
248488
0
0
MSC INDL DIRECT INC
CL A
553530106
345979
3525
SH
SOLE
345979
0
0
MARRIOTT INTL INC NEW
CL A
571903202
242752
1235
SH
SOLE
242752
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
3436499
8680
SH
SOLE
3436499
0
0
MCKESSON CORP
COM
58155Q103
4569404
10508
SH
SOLE
4569404
0
0
MOLSON COORS BEVERAGE CO
CL B
60871R209
1339015
21057
SH
SOLE
1339015
0
0
MORNINGSTAR INC
COM
617700109
2917693
12456
SH
SOLE
2917693
0
0
NUTANIX INC
CL A
67059N108
639525
18335
SH
SOLE
639525
0
0
PALO ALTO NETWORKS INC
COM
697435105
293050
1250
SH
SOLE
293050
0
0
PAYCHEX INC
COM
704326107
3312278
28720
SH
SOLE
3312278
0
0
PAYMENTUS HOLDINGS INC
COM CL A
70439P108
1155194
69590
SH
SOLE
1155194
0
0
PAYPAL HLDGS INC
COM
70450Y103
5165993
88368
SH
SOLE
5165993
0
0
PFIZER INC
COM
717081103
1984661
59833
SH
SOLE
1984661
0
0
QUALCOMM INC
COM
747525103
255993
2305
SH
SOLE
255993
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
671197
10075
SH
SOLE
671197
0
0
S&P GLOBAL INC
COM
78409V104
2254945
6171
SH
SOLE
2254945
0
0
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
2480058
27010
SH
SOLE
2480058
0
0
SALESFORCE INC
COM
79466L302
6124564
30203
SH
SOLE
6124564
0
0
SEMRUSH HLDGS INC
CL A COM
81686C104
1394808
164095
SH
SOLE
1394808
0
0
SENTINELONE INC
CL A
81730H109
5330424
316158
SH
SOLE
5330424
0
0
SHOPIFY INC
CL A
82509L107
470393
8620
SH
SOLE
470393
0
0
SPRINKLR INC
CL A
85208T107
1561360
112815
SH
SOLE
1561360
0
0
SPROUT SOCIAL INC
COM CL A
85209W109
489672
9817
SH
SOLE
489672
0
0
STARBUCKS CORP
COM
855244109
3343543
36634
SH
SOLE
3343543
0
0
3M CO
COM
88579Y101
1495018
15969
SH
SOLE
1495018
0
0
TRADEWEB MKTS INC
CL A
892672106
4269046
53230
SH
SOLE
4269046
0
0
UNILEVER PLC
SPON ADR NEW
904767704
1707017
34555
SH
SOLE
1707017
0
0
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
26558106
350186
SH
SOLE
26558106
0
0
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
245143
1342
SH
SOLE
245143
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
253292
645
SH
SOLE
253292
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
253270
1588
SH
SOLE
253270
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
209654
1520
SH
SOLE
209654
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
1323636
59516
SH
SOLE
1323636
0
0
WHIRLPOOL CORP
COM
963320106
1124818
8413
SH
SOLE
1124818
0
0
WORKDAY INC
CL A
98138H101
3983104
18539
SH
SOLE
3983104
0
0
YELP INC
CL A
985817105
5960512
143316
SH
SOLE
5960512
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
2002102
28626
SH
SOLE
2002102
0
0
VTEX
SHS CL A
G9470A102
192083
38340
SH
SOLE
192083
0
0
ELASTIC N V
ORD SHS
N14506104
1483442
18260
SH
SOLE
1483442
0
0