Cerity Partners LLC Purchases in Q2 2025

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
140K
+ 18.54%
$153.67 - $176.74 $21.4M - $24.7M
893K $158M
GE
General Electric CO

Industrials
20.3K
+ 5.17%
$166.81 - $257.39 $3.38M - $5.22M
412K $106M
USVM
Victory Portfolios Ii Victorys

ETFs
250K
+ 22.41%
$69.28 - $84.0 $17.3M - $21M
1.36M $115M
NOW
Service Now, Inc.

Technology
6.03K
+ 6.87%
$721.65 - $1040.18 $4.35M - $6.28M
93.8K $96.5M
MBB
Ishares Tr

ETFs
275K
+ 601.16%
$91.41 - $94.22 $25.1M - $25.9M
321K $30.1M
MA
Mastercard Inc

Financial Services
33.6K
+ 9.28%
$479.92 - $590.74 $16.1M - $19.8M
396K $222M
DFAT
Dimensional ETF Tr U S Target

ETFs
410K
+ 59.42%
$44.8 - $53.97 $18.4M - $22.1M
1.1M $59.4M
COST
Costco Wholesale Corp

Consumer Defensive
6.72K
+ 1.74%
$908.13 - $1056.85 $6.1M - $7.1M
394K $390M
SYK
Stryker Corp

Healthcare
43.5K
+ 16.05%
$337.37 - $395.63 $14.7M - $17.2M
315K $124M
KLAC
Kla Corp

Technology
2.38K
+ 2.65%
$576.53 - $902.94 $1.37M - $2.15M
92K $82.4M
VB
Vanguard Small Cap ETF

ETFs
51.1K
+ 8.85%
$193.73 - $237.37 $9.91M - $12.1M
629K $149M
CSCO
Cisco Systems, Inc.

Technology
23.2K
+ 0.94%
$53.19 - $69.38 $1.24M - $1.61M
2.49M $173M
VEU
Vanguard Ftse All World Ex Us

ETFs
59.4K
+ 2.37%
$54.19 - $67.22 $3.22M - $4M
2.57M $173M
URI
United Rentals, Inc.

Industrials
6.93K
+ 5.8%
$551.94 - $753.4 $3.83M - $5.22M
127K $95.4M
IGM
Ishares Expanded Tech Sector E

ETFs
5.98K
+ 0.66%
$79.8 - $112.34 $477K - $671K
908K $102M
PSA
Public Storage

Real Estate
67.9K
+ 236.07%
$266.31 - $309.77 $18.1M - $21M
96.6K $28.4M
PWR
Quanta Services, Inc.

Industrials
5.77K
+ 4.17%
$239.47 - $381.26 $1.38M - $2.2M
144K $54.5M
IEMG
Ishares Inc

ETFs
359K
+ 8.8%
N/A
4.44M $238M
C
Citigroup Inc

Financial Services
69.7K
+ 7.53%
$58.13 - $85.12 $4.05M - $5.94M
995K $84.7M
EMR
Emerson Electric CO

Industrials
5.86K
+ 0.77%
$94.15 - $133.33 $552K - $782K
772K $103M
RTX
Raytheon Technologies Corp

Industrials
25.8K
+ 2.32%
$113.75 - $148.48 $2.93M - $3.82M
1.13M $166M
PNC
Pnc Financial Services Group, Inc.

Financial Services
91.1K
+ 70.04%
$149.76 - $186.42 $13.6M - $17M
221K $41.2M
IBM
International Business Machines Corp

Technology
10.5K
+ 3.18%
$221.03 - $294.78 $2.31M - $3.08M
340K $100M
MUB
Ishares National Muni Bond ETF

ETFs
176K
+ 23.54%
$102.31 - $105.8 $18M - $18.6M
924K $96.5M
ETN
Eaton Corp PLC

Industrials
11.2K
+ 7.42%
$246.52 - $356.99 $2.76M - $4M
162K $57.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.5K
+ 0.34%
$17.76 - $22.1 $399K - $496K
6.66M $147M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
574K
+ 5.76%
$24.98 - $25.66 $14.3M - $14.7M
10.5M $270M
ASML
Asml Holding Nv

Technology
6.86K
+ 9.73%
$595.37 - $815.24 $4.08M - $5.59M
77.3K $62M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.9K
+ 2.93%
$171.4 - $227.1 $1.86M - $2.47M
382K $86.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
75.5K
+ 2.48%
$22.27 - $29.21 $1.68M - $2.2M
3.12M $91.1M
CRM
Salesforce, Inc.

Technology
44.7K
+ 7.34%
$236.26 - $291.15 $10.6M - $13M
654K $178M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
280K
+ 5.65%
$50.36 - $50.68 $14.1M - $14.2M
5.23M $265M
RBLX
Roblox Corp

Communication Services
49.2K
+ 25.23%
$51.22 - $105.59 $2.52M - $5.19M
244K $25.7M
DFIV
Dimensional ETF Tr

ETFs
109K
+ 4.11%
$34.67 - $43.21 $3.78M - $4.72M
2.77M $118M
SPGI
S&P Global Inc.

Financial Services
19.9K
+ 11.42%
$438.31 - $527.29 $8.73M - $10.5M
194K $102M
MANH
Manhattan Associates Inc

Technology
65.8K
+ 279.49%
$143.9 - $197.47 $9.46M - $13M
89.3K $17.6M
AMAT
Applied Materials Inc

Technology
22.3K
+ 9.04%
$126.95 - $183.52 $2.83M - $4.09M
269K $49.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
283K
+ 66.48%
$45.9 - $47.2 $13M - $13.4M
709K $33.4M
AVDV
American Centy ETF Tr Avantis

ETFs
7.5K
+ 0.57%
$61.76 - $79.32 $463K - $595K
1.32M $104M
AXP
American Express CO

Financial Services
12.1K
+ 6.81%
$231.39 - $318.98 $2.8M - $3.86M
190K $60.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
521K
+ 109.74%
$22.54 - $23.17 $11.7M - $12.1M
996K $22.9M
WFC
Wells Fargo & Company

Financial Services
55.4K
+ 6.27%
$60.98 - $80.12 $3.38M - $4.44M
940K $75.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
212K
+ 8.78%
$36.25 - $42.28 $7.7M - $8.98M
2.63M $111M
KR
Kroger CO

Consumer Defensive
144K
+ 46.36%
$64.62 - $74.0 $9.29M - $10.6M
454K $32.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
62.5K
+ 22.0%
$82.51 - $109.2 $5.16M - $6.83M
347K $37.9M
PM
Philip Morris International Inc.

Consumer Defensive
23.6K
+ 7.74%
$149.23 - $184.95 $3.52M - $4.36M
328K $59.8M
VEEV
Veeva Systems Inc

Healthcare
24.1K
+ 30.75%
$209.39 - $289.94 $5.05M - $6.99M
103K $29.5M
ADBE
Adobe Inc.

Technology
26.5K
+ 10.09%
$340.0 - $420.68 $9.01M - $11.1M
289K $112M
SNOW
Snowflake Inc.

Technology
14.3K
+ 14.07%
$130.53 - $223.77 $1.86M - $3.19M
116K $25.9M
Activity Summary
Buys All Purchases 1593 New Holdings 322 Increased Positions 1271 Sells All Sells 936 Reductions 936 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email