Cerity Partners LLC Purchases in Q3 2024

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.23M
New
$517.38 - $573.86 $1.16B - $1.28B
2.23M $1.28B
AAPL
Apple Inc.

Technology
1.12M
+ 18.16%
$207.23 - $234.82 $232M - $262M
7.27M $1.69B
NVDA
Nvidia Corp

Technology
1.56M
+ 21.05%
$98.91 - $134.91 $155M - $211M
8.99M $1.09B
MSFT
Microsoft Corp

Technology
460K
+ 16.84%
$395.15 - $467.56 $182M - $215M
3.19M $1.37B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.34M
+ 38.11%
$96.25 - $101.98 $129M - $137M
4.87M $493M
META
Meta Platforms, Inc.

Communication Services
176K
+ 30.68%
$453.41 - $572.44 $79.7M - $101M
748K $428M
VEA
Vanguard Ftse Developed Market

ETFs
1.7M
+ 12.38%
$47.6 - $53.31 $80.9M - $90.7M
15.4M $815M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.48M
New
$75.32 - $84.37 $111M - $125M
1.48M $124M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21.7K
+ 0.63%
$475.2 - $527.7 $10.3M - $11.5M
3.47M $1.83B
IVV
Ishares Core S&P 500 ETF

ETFs
57.3K
+ 3.21%
$520.18 - $576.82 $29.8M - $33.1M
1.84M $1.06B
IEFA
Ishares Tr

ETFs
401K
+ 4.83%
$70.09 - $78.74 $28.1M - $31.6M
8.71M $680M
COST
Costco Wholesale Corp

Consumer Defensive
71.9K
+ 23.02%
$801.83 - $917.05 $57.6M - $65.9M
384K $341M
PG
Procter & Gamble CO

Consumer Defensive
128K
+ 2.06%
$160.76 - $177.82 $20.7M - $22.8M
6.36M $1.1B
UNH
Unitedhealth Group Inc

Healthcare
62.5K
+ 14.06%
$488.01 - $604.18 $30.5M - $37.8M
507K $296M
HD
Home Depot, Inc.

Consumer Cyclical
84.1K
+ 14.25%
$333.64 - $405.2 $28M - $34.1M
674K $273M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89.8K
+ 16.92%
$405.19 - $478.57 $36.4M - $43M
621K $286M
AVGO
Broadcom Inc.

Technology
1.83M
+ 1047.67%
$136.27 - $1745.86 $249M - $3.19B
2M $345M
APH
Amphenol Corp

Technology
995K
+ 484.03%
$58.39 - $70.41 $58.1M - $70.1M
1.2M $78.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
616K
+ 110.32%
$100.3 - $100.74 $61.8M - $62.1M
1.17M $118M
SCHX
Schwab Strategic Tr Us Large C

ETFs
568K
+ 10.05%
$61.11 - $67.85 $34.7M - $38.5M
6.22M $422M
JPM
Jpmorgan Chase & CO

Financial Services
210K
+ 13.98%
$194.9 - $224.8 $41M - $47.3M
1.72M $361M
V
Visa Inc.

Financial Services
167K
+ 21.72%
$253.74 - $291.56 $42.5M - $48.8M
938K $258M
ORCL
Oracle Corp

Technology
207K
+ 30.46%
$125.9 - $170.35 $26M - $35.2M
885K $151M
QUAL
Ishares Msci Usa Quality Facto

ETFs
173K
+ 7.18%
$162.64 - $179.3 $28.2M - $31M
2.58M $463M
MMM
3 M CO

Industrials
293K
+ 92.68%
$99.69 - $139.42 $29.3M - $40.9M
610K $83.4M
VO
Vanguard Mid Cap ETF

ETFs
148K
+ 28.16%
$237.84 - $263.83 $35.3M - $39.1M
675K $178M
IWF
Ishares Russell 1000 Gr ETF

ETFs
109K
+ 13.21%
$332.02 - $382.76 $36.2M - $41.7M
934K $351M
ABBV
Abb Vie Inc.

Healthcare
154K
+ 22.69%
$163.84 - $199.33 $25.3M - $30.8M
834K $165M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
555K
+ 37.38%
$76.38 - $78.87 $42.4M - $43.8M
2.04M $161M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
886K
+ 39.05%
$36.98 - $41.55 $32.8M - $36.8M
3.16M $130M
JNJ
Johnson & Johnson

Healthcare
132K
+ 9.96%
$145.48 - $167.38 $19.2M - $22.1M
1.46M $236M
TSLA
Tesla, Inc.

Consumer Cyclical
89.2K
+ 29.82%
$191.76 - $263.26 $17.1M - $23.5M
388K $102M
SCHP
Schwab Strategic Us Tips ETF

ETFs
648K
+ 19.8%
$51.58 - $53.79 $33.4M - $34.9M
3.92M $210M
QQQ
Invesco Qqq Trust, Series 1

ETFs
70.2K
+ 11.47%
$434.77 - $502.96 $30.5M - $35.3M
682K $333M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
169K
+ 9.03%
$105.53 - $118.34 $17.8M - $20M
2.04M $238M
AVEM
American Centy ETF Tr Avantis

ETFs
507K
+ 31.14%
$57.2 - $65.59 $29M - $33.2M
2.13M $138M
VGIT
Vanguard Intermediate Term Tre

ETFs
517K
+ 29.14%
$57.8 - $60.8 $29.9M - $31.4M
2.29M $138M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
288K
+ 14.57%
$75.47 - $83.18 $21.7M - $24M
2.26M $188M
LLY
Eli Lilly & CO

Healthcare
50.1K
+ 9.44%
$772.14 - $960.02 $38.7M - $48.1M
581K $514M
OEF
Ishares S&P 100 ETF

ETFs
127K
+ 390.54%
$266.03 - $266.03 $33.9M - $33.9M
160K $42.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
125K
+ 16.26%
$162.83 - $179.16 $20.3M - $22.3M
891K $160M
MA
Mastercard Inc

Financial Services
31.2K
+ 9.1%
$429.6 - $500.99 $13.4M - $15.6M
374K $184M
CRM
Salesforce, Inc.

Technology
93.8K
+ 20.4%
$238.42 - $276.53 $22.4M - $25.9M
554K $152M
NEE
Nextera Energy Inc

Utilities
207K
+ 19.66%
$69.9 - $84.97 $14.5M - $17.6M
1.26M $107M
WMT
Walmart Inc.

Consumer Defensive
125K
+ 7.75%
$66.91 - $81.4 $8.35M - $10.2M
1.73M $140M
CB
Chubb LTD

Financial Services
80.5K
+ 37.52%
$252.51 - $292.2 $20.3M - $23.5M
295K $85.1M
MCD
Mcdonalds Corp

Consumer Cyclical
28K
+ 6.66%
$245.82 - $304.51 $6.88M - $8.53M
449K $137M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
305K
+ 9.73%
$48.51 - $52.86 $14.8M - $16.1M
3.43M $182M
TMO
Thermo Fisher Scientific Inc.

Healthcare
30.7K
+ 20.36%
$531.86 - $624.21 $16.3M - $19.2M
181K $112M
Activity Summary
Buys All Purchases 2066 New Holdings 405 Increased Positions 1661 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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