Ceera Investments, LLC
CEERA Investments, LLC is a Texas-based investment adviser founded in 2011. The firm manages approximately $392.2 million in assets for a mix of high net worth individuals, regular individuals, pension/profit sharing plans, charitable organizations, and corporate accounts. CEERA operates with a small team of five employees, offering customized investment solutions primarily through discretionary, fee-only managed accounts.
Investment Strategy
CEERA Investments, LLC pursues a discretionary, fee-only approach through separately managed accounts, with significant allocations to ETFs and U.S. equities, including large holdings in technology, financial, and consumer companies. The firm serves a broad client base, focusing on asset allocation, diversification, and risk management tailored to individual and institutional client needs. CEERA employs fundamental and quantitative analysis to select investments across multiple sectors, regularly rebalancing portfolios and adapting to market opportunities and risk factors in pursuit of long-term capital appreciation.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MOAT | VANECK ETF TRUST | 14.71% | $48.0M | 511,976 | $76.55 | $93.79 | +$2.0M |
M META | META PLATFORMS INC | 5.29% | $17.3M | 23,391 | $258.61 | $738.09 | +$3.7M |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.09% | $13.4M | 263,496 | $50.56 | $50.68 | +$3.6M |
A AXP | AMERICAN EXPRESS CO | 2.91% | $9.5M | 29,766 | $146.88 | $318.98 | +$1.4M |
G GOOGL | ALPHABET INC | 2.74% | $9.0M | 50,838 | $101.29 | $176.23 | +$1.0M |