Cerity Partners LLC Purchases in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
437K
+ 61.88%
$576.36 - $736.67 $252M - $322M
1.14M $658M
IEFA
Ishares Tr

ETFs
857K
+ 9.55%
$69.57 - $78.65 $59.6M - $67.4M
9.83M $744M
WMT
Walmart Inc.

Consumer Defensive
1.22M
+ 69.22%
$84.5 - $105.05 $103M - $129M
2.99M $263M
V
Visa Inc.

Financial Services
198K
+ 22.12%
$306.92 - $362.71 $60.9M - $72M
1.1M $384M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
93.5K
+ 14.76%
$442.66 - $534.52 $41.4M - $50M
727K $387M
JPM
Jpmorgan Chase & CO

Financial Services
347K
+ 21.03%
$225.19 - $279.95 $78.2M - $97.3M
2M $490M
ABT
Abbott Laboratories

Healthcare
501K
+ 49.82%
$111.1 - $140.22 $55.7M - $70.3M
1.51M $200M
JNJ
Johnson & Johnson

Healthcare
332K
+ 23.07%
$142.06 - $167.7 $47.2M - $55.7M
1.77M $294M
BSX
Boston Scientific Corp

Healthcare
653K
+ 102.49%
$89.38 - $106.18 $58.4M - $69.4M
1.29M $130M
RTX
Raytheon Technologies Corp

Industrials
416K
+ 60.13%
$114.1 - $135.66 $47.5M - $56.5M
1.11M $147M
AAPL
Apple Inc.

Technology
1.21M
+ 16.47%
$209.68 - $247.1 $253M - $299M
8.55M $1.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
398K
+ 6.81%
$95.85 - $99.25 $38.2M - $39.5M
6.25M $618M
GS
Goldman Sachs Group Inc

Financial Services
97.2K
+ 121.06%
$524.81 - $672.19 $51M - $65.3M
178K $97M
ABBV
Abb Vie Inc.

Healthcare
105K
+ 12.03%
$169.2 - $216.66 $17.8M - $22.8M
979K $205M
LLY
Eli Lilly & CO

Healthcare
19.3K
+ 3.33%
$725.72 - $929.72 $14M - $18M
600K $496M
GOOG
Alphabet Inc.

Communication Services
802K
+ 33.8%
$156.06 - $207.71 $125M - $167M
3.17M $496M
MSFT
Microsoft Corp

Technology
494K
+ 15.84%
$375.39 - $447.2 $186M - $221M
3.62M $1.36B
CORT
Corcept Therapeutics Inc

Healthcare
6.85K
+ 1.13%
$49.85 - $114.22 $341K - $782K
615K $70.2M
DE
Deere & CO

Industrials
72.5K
+ 65.11%
$408.57 - $509.27 $29.6M - $36.9M
184K $86.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
252K
+ 6.91%
$507.05 - $563.67 $128M - $142M
3.9M $2B
CACC
Credit Acceptance Corp

Financial Services
1.14K
+ 0.14%
$440.44 - $525.64 $501K - $598K
798K $412M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
135K
+ 107.68%
$208.48 - $244.03 $28.2M - $33M
261K $63.7M
CL
Colgate Palmolive CO

Consumer Defensive
383K
+ 176.1%
$85.68 - $97.5 $32.8M - $37.3M
600K $56.2M
AVGO
Broadcom Inc.

Technology
948K
+ 49.67%
$167.43 - $244.7 $159M - $232M
2.86M $478M
CVX
Chevron Corp

Energy
39.5K
+ 3.27%
$146.71 - $167.97 $5.79M - $6.63M
1.25M $208M
XYL
Xylem Inc.

Industrials
272K
+ 248.57%
$114.02 - $132.04 $31M - $35.9M
381K $45.5M
VDC
Vanguard Consumer Staples ETF

ETFs
142K
+ 1276.63%
$206.54 - $226.16 $29.3M - $32.1M
153K $33.5M
MDT
Medtronic PLC

Healthcare
315K
+ 122.13%
$79.84 - $94.5 $25.2M - $29.8M
573K $51.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
415K
+ 170.22%
$63.07 - $73.5 $26.2M - $30.5M
659K $46.3M
OTIS
Otis Worldwide Corp

Industrials
284K
+ 574.21%
$90.77 - $104.01 $25.8M - $29.5M
333K $34.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
65.3K
+ 40.41%
$497.6 - $606.74 $32.5M - $39.6M
227K $113M
NFLX
Netflix Inc

Communication Services
27.1K
+ 32.66%
$828.4 - $1058.6 $22.5M - $28.7M
110K $103M
BDX
Becton Dickinson & CO

Healthcare
125K
+ 174.58%
$222.79 - $249.08 $27.7M - $31M
196K $44.9M
PG
Procter & Gamble CO

Consumer Defensive
62K
+ 0.96%
$158.56 - $176.26 $9.83M - $10.9M
6.5M $1.11B
BRK-A
Berkshire Hathaway Inc

Financial Services
31
+ 103.33%
$663000.0 - $801950.0 $20.6M - $24.9M
61 $48.7M
VB
Vanguard Small Cap ETF

ETFs
159K
+ 37.93%
$217.89 - $252.64 $34.6M - $40.1M
577K $128M
RSP
Invesco S&P 500 Equal Weight E

ETFs
171K
+ 14.2%
$169.43 - $182.84 $28.9M - $31.2M
1.37M $238M
CME
Cme Group Inc.

Financial Services
91.1K
+ 109.75%
$225.82 - $266.54 $20.6M - $24.3M
174K $46.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14.9K
+ 6.26%
$402.49 - $513.76 $6M - $7.65M
253K $123M
UL
Unilever PLC

Consumer Defensive
431K
+ 220.92%
$54.72 - $60.29 $23.6M - $26M
626K $37.3M
TER
Teradyne, Inc

Technology
322K
+ 3221.55%
$82.6 - $140.0 $26.6M - $45M
332K $27.4M
GE
General Electric CO

Industrials
76.1K
+ 24.09%
$168.59 - $212.13 $12.8M - $16.1M
392K $78.5M
ALC
Alcon Inc

Healthcare
254K
+ 211.32%
$82.73 - $96.8 $21M - $24.5M
374K $35.5M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
345K
+ 282.25%
$69.87 - $75.62 $24.1M - $26.1M
467K $33.8M
AMGN
Amgen Inc

Healthcare
16.9K
+ 4.35%
$258.59 - $327.36 $4.37M - $5.54M
406K $127M
COST
Costco Wholesale Corp

Consumer Defensive
14.8K
+ 3.99%
$890.62 - $1076.86 $13.2M - $16M
387K $366M
VTV
Vanguard Value ETF

ETFs
132K
+ 21.26%
$167.73 - $179.21 $22.1M - $23.7M
753K $130M
UBER
Uber Technologies, Inc

Technology
242K
+ 42.24%
$63.17 - $81.49 $15.3M - $19.7M
814K $59.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
288K
+ 12.8%
$76.94 - $78.28 $22.1M - $22.5M
2.53M $198M
Activity Summary
Buys All Purchases 1508 New Holdings 243 Increased Positions 1265 Sells All Sells 865 Reductions 865 Sold out 0 Options Calls 3 Puts 4
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