StockDriftsStockDriftsTop 50 Ceera Investments, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 16.69% | 393.6K | $38.1M | -9.40%(-40.84K) | $76.80(+38.40%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 8.77% | 395.2K | $20.0M | +63.69%(+153.75K) | $50.58(-0.32%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.38% | 34.7K | $10.0M | -9.20%(-3.52K) | $98.00(+267.26%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.78% | 15.1K | $8.6M | -8.76%(-1.45K) | $263.07(+121.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.85% | 25.6K | $6.5M | -9.65%(-2.74K) | $129.60(+138.14%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 2.82% | 21.3K | $6.4M | -9.41%(-2.21K) | $141.97(+147.91%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.5% | 9.5K | $5.7M | new | $562.61(+21.72%) | 2026-03-31 | |
| WTV | WISDOMTREE TR | 2.15% | 51.7K | $4.9M | -5.66%(-3.10K) | $84.93(+21.44%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.13% | 4.9K | $4.9M | -8.80%(-471) | $364.63(+161.00%) | 2026-03-31 | |
| CPAY | CORPAY INC | 2.01% | 15.8K | $4.6M | -12.70%(-2.30K) | $291.19(+21.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.29% | +34.15% |
| Top 20 Holdings Unweighted | +8.68% | +28.38% |
Sign up free to track Ceera Investments, Llc, compare funds side by side, and get alerts the moment positions change.