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  Name: CEERA INVESTMENTS LLC
  City: BELLAIRE
  State: TX
  Zip: 77401-2831
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $212,417,000
  Total Value Change : $28,436,000
  Securities Held Change : 4
   
All Securities Held : 83
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 10
  Unchanged Positions : 31
  Decreased Positions : 37

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Holdings Found : 10     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 1 - $53.88 $31,558,000 371,840 14.86% 5,000,000 21,654 0.589    N/A
   (S)1 Year Chart         S Sentinelone, Inc. 3 - $21.11 $8,757,000 319,150 4.12% 3,427,000 2,992 0.162    N/A
   (AXP)1 Year Chart         AXP American Express Co 10 - $242.30 $5,930,000 31,653 2.79% 1,558,000 2,345 0.004    Credit Services
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 24 - $0.00 $3,095,000 33,867 1.46% 615,000 6,857 0.004    Closed - End Fund - E...
   (MO)1 Year Chart         MO Altria Group Inc 32 - $44.90 $1,661,000 41,175 0.78% -17,000 1,282 0.002    Cigarettes & Other To...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 55 - $523.39 $596,000 1,247 0.28% 73,000 28 0    Closed - End Fund - E...
   (CLTL)1 Year Chart         CLTL Invesco Treasury Collateral... 73 - $0.00 $261,000 2,473 0.12% 51,000 485 0.003    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 78 - $414.74 $236,000 629 0.11% 236,000 629 0    Application Software
   (WCLD)1 Year Chart         WCLD Wisdomtree Cloud Computing Etf 79 - $0.00 $235,000 6,721 0.11% 235,000 6,721 0.033    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 82 - $59.81 $220,000 795 0.1% 220,000 795 0    Closed - End Fund - E...

      10 Records Found
  1    
Page 1 of 1
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