$201 Million is the total value of CEERA INVESTMENTS, LLC's 73 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $2,710,000 | – | 23,119 | +100.0% | 1.35% | – |
| New | FRESHWORKS INC | $1,429,000 | – | 79,767 | +100.0% | 0.71% | – | |
| UL | New | UNILEVER PLCspon adr new | $964,000 | – | 21,160 | +100.0% | 0.48% | – |
| MMM | New | 3M CO | $738,000 | – | 4,959 | +100.0% | 0.37% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $581,000 | – | 12,980 | +100.0% | 0.29% | – |
| PLAN | New | ANAPLAN INC | $438,000 | – | 6,730 | +100.0% | 0.22% | – |
| BL | New | BLACKLINE INC | $368,000 | – | 5,025 | +100.0% | 0.18% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $229,000 | – | 505 | +100.0% | 0.11% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $223,000 | – | 632 | +100.0% | 0.11% | – |
| CVX | New | CHEVRON CORP NEW | $221,000 | – | 1,355 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANECK VECTORS ETF TR | 11 | Q3 2023 | 15.0% |
| APPLE INC | 11 | Q3 2023 | 5.2% |
| META PLATFORMS INC | 11 | Q3 2023 | 5.0% |
| ALPHABET INC | 11 | Q3 2023 | 3.8% |
| PAYPAL HLDGS INC | 11 | Q3 2023 | 4.7% |
| MCKESSON CORP | 11 | Q3 2023 | 2.9% |
| AMERICAN EXPRESS CO | 11 | Q3 2023 | 3.0% |
| PAYCHEX INC | 11 | Q3 2023 | 2.7% |
| TRADEWEB MKTS INC | 11 | Q3 2023 | 2.8% |
| MOLSON COORS BEVERAGE CO | 11 | Q3 2023 | 3.4% |
View CEERA INVESTMENTS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR/A | 2023-10-02 |
| 13F-HR/A | 2023-09-27 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-10 |
View CEERA INVESTMENTS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.